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Disclosery

IJR ISHARES TR

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SHS (fund)

2,505 managers (2,531 13F filers) reported a position in IJR shares at 2025-09-30, 527,589,735 shares in all. 115 filers opened a position and 88 filers sold out during the quarter.

Managers
2,505
13F filers
2,531
New
115
Added
1,000
Reduced
1,064
Sold out
88
Shares held by filers
527,589,735

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bernardo Wealth Planning LLC1,927$229K0.04%-3113F-HRTimeline
Quartz Partners, LLC1,925$229K0.08%-5613F-HRTimeline
Valued Wealth Advisors LLC1,919$228K0.11%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,919$228K0.08%+5813F-HRTimeline
FCA CORP /TX1,916$228K0.06%-1713F-HRTimeline
Financial Insights, Inc.1,912$227K0.08%013F-HRTimeline
Wealth Quarterback LLC1,911$227K0.09%+613F-HRTimeline
Blue Chip Partners, LLC1,905$226K0.02%new13F-HRTimeline
PDS Planning, Inc1,904$226K0.02%-15113F-HRTimeline
Antonelli Financial Advisors, LLC1,904$226K0.15%-43413F-HRTimeline
D L CARLSON INVESTMENT GROUP INC1,901$226K0.04%-55313F-HRTimeline
Hughes Financial Services, LLC1,893$225K0.04%-8313F-HRTimeline
Lakeshore Capital Group, Inc.1,894$225K0.18%+5713F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…1,893$225K0.07%+3413F-HRTimeline
Stablepoint Partners, LLC1,892$225K0.04%-7713F-HRTimeline
Kera Capital Partners, Inc.1,890$225K0.03%+313F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,887$224K0.04%new13F-HRTimeline
Nicollet Investment Management, Inc.1,885$224K0.07%013F-HRTimeline
Ascent Wealth Partners, LLC1,882$224K0.03%-5913F-HRTimeline
Atlas Private Wealth Advisors1,877$223K0.05%-2,02113F-HRTimeline
Tanager Wealth Management LLP1,872$222K0.02%+413F-HRTimeline
Legacy Bridge, LLC1,871$222K0.09%013F-HRTimeline
Waterfront Wealth Inc.1,869$222K0.05%013F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…1,865$222K0.19%013F-HRTimeline
Guardian Wealth Advisors, LLC1,864$221K0.13%new13F-HRTimeline
Morton Capital Management LLC/CA1,849$220K0.04%013F-HRTimeline
Arista Wealth Management, LLC1,848$220K0.03%013F-HRTimeline
SIERRA OCEAN, LLC1,841$219K0.18%-2913F-HRTimeline
MIdWestOne Financial Group, Inc.1,840$219K0.03%013F-HRTimeline
INVESTMENT PARTNERS, LTD.1,839$219K0.08%+413F-HRTimeline
L.K. Benson & Company, P.C.1,838$218K0.12%new13F-HRTimeline
Piscataqua Savings Bank1,837$218K0.17%-3513F-HRTimeline
JACOBS & CO/CA1,836$218K0.02%013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT1,833$218K0.1%13F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,831$218K0.01%-25113F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.1,830$217K0.03%new13F-HRTimeline
Purkiss Capital Advisors LLC1,830$217K0.1%-32113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,830$217K0.01%new13F-HRTimelineGroup
Milestones Private Investment Advisors …1,830$217K0.15%013F-HRTimeline
Almanack Investment Partners, LLC.1,829$217K0.03%-3,20013F-HRTimeline
Estate Counselors, LLC1,827$217K0.02%new13F-HRTimeline
Kapstone Financial Advisors LLC1,825$217K0.1%-26013F-HRTimeline
Proactive Wealth Strategies LLC1,822$216K0.09%-6313F-HRTimeline
FIRST FINANCIAL CORP /IN/1,818$216K0.08%013F-HRTimeline
Mission Creek Capital Partners, Inc.1,815$216K0.04%-2513F-HRTimeline
Peak Retirement Planning, Inc.1,815$216K0.06%new13F-HRTimeline
Frisco Financial Planning LLC1,813$215K0.18%-8413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,810$215K0.12%-7213F-HRTimeline
Blue Fin Capital, Inc.1,804$214K0.03%-9613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,799$214K0.02%new13F-HRTimeline
Platform Technology Partners1,798$214K0.05%-24413F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC1,797$214K0.06%new13F-HRTimeline
Fairman Group, LLC1,796$213K0.17%+613F-HRTimeline
Wealth Management Associates, Inc.1,790$213K0.08%new13F-HRTimeline
Tempus Wealth Planning, LLC1,789$213K0.05%-42613F-HRTimeline
Stenger Family Office, LLC1,754$212K0.04%new13F-HRTimeline
McCarthy & Cox1,785$212K0.05%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,813$212K0.03%new13F-HRTimeline
LEUTHOLD GROUP, LLC1,784$212K0.02%-1,37613F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC1,782$212K0.11%new13F-HRTimeline
Oak Harvest Investment Services1,781$212K0.02%-11113F-HRTimeline
Investment Research & Advisory Group, I…1,780$211K0.07%+313F-HRTimeline
Burt Wealth Advisors1,778$211K0.05%new13F-HRTimeline
Avestar Capital, LLC1,773$211K0.02%new13F-HRTimeline
Aegis Wealth Management LLC1,770$210K0.11%new13F-HRTimeline
Krilogy Financial LLC1,772$210K0.01%new13F-HRTimeline
Hilltop Partners LLC1,766$210K0.06%-6813F-HRTimeline
Legacy PCG, LLC1,757$209K0.13%new13F-HRTimeline
Falcon Wealth Planning1,747$208K0.02%new13F-HRTimeline
Strategent Financial, LLC1,743$207K0.15%new13F-HRTimeline
Curran Financial Partners, LLC1,740$207K0.04%new13F-HRTimeline
Global Financial Private Client, LLC1,738$207K0.07%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.1,736$206K0.02%-21013F-HRTimeline
Stonebrook Private Inc.1,732$206K0.04%new13F-HRTimeline
Magnolia Private Wealth, LLC1,729$205K0.15%new13F-HRTimeline
Shum Financial Group, Inc.1,726$205K0.15%13F-HRTimeline
Detalus Advisors, LLC1,726$205K0.05%new13F-HRTimeline
TME FINANCIAL, INC.1,725$205K0.15%new13F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,722$205K0.2%new13F-HRTimeline
Integris Wealth Management, LLC1,719$204K0.05%new13F-HRTimeline
Drucker Wealth 3.0, LLC1,718$204K0.04%new13F-HRTimeline
GenWealth Group, Inc.1,710$203K0.04%new13F-HRTimeline
MCDONALD PARTNERS LLC1,708$203K0.06%new13F-HRTimeline
Whalen Wealth Management Inc.1,700$202K0.12%new13F-HRTimeline
High Note Wealth, LLC1,700$202K0.04%013F-HRTimeline
Astoria Portfolio Advisors LLC.1,682$201K0.05%-1,38913F-HRTimeline
Topsail Wealth Management, LLC1,675$199K0.03%+213F-HRTimeline
Gen-Wealth Partners Inc1,650$196K0.07%013F-HRTimeline
Cheviot Value Management, LLC1,626$196K0.02%-6913F-HRTimeline
MGB Wealth Management, LLC1,630$194K0.05%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,585$188K<0.01%013F-HRTimeline
Red Tortoise LLC1,545$184K0.08%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,541$183K0.06%013F-HRTimeline
Independence Bank of Kentucky1,529$182K0.02%-6913F-HRTimeline
SJS Investment Consulting Inc.1,506$179K0.02%+1,45513F-HRTimeline
BigSur Wealth Management LLC1,500$178K0.04%-3,00013F-HRTimeline
ATWOOD & PALMER INC1,499$178K0.01%+113F-HRTimeline
Parallax Volatility Advisers, L.P.1,486$177K0.01%-5,05313F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,481$176K0.1%+25013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,479$176K0.02%+1,07013F-HRTimeline
Essential Partners LLC1,416$168K0.06%+61313F-HRTimeline
Quent Capital, LLC1,415$168K0.01%new13F-HRTimeline
BALLAST ADVISORS LLC1,368$163K0.04%-23013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,352$161K0.07%+2913F-HRTimelineGroup
CGC Financial Services, LLC1,348$160K0.04%013F-HRTimeline
Lavaca Capital LLC1,319$157K0.03%013F-HRTimeline
Creative Capital Management Investments…1,275$152K0.05%013F-HRTimeline
Granite Investment Partners, LLC1,270$151K0.01%013F-HRTimeline
Caitlin John, LLC1,255$149K0.1%new13F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,229$146K0.06%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,148$136K0.01%+3613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,140$135K0.01%+27913F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,122$133K0.04%-8113F-HRTimeline
Register Financial Advisors LLC1,118$133K0.05%-1613F-HRTimeline
Avalon Trust Co1,103$131K0.01%013F-HRTimeline
Morling Financial Advisors, LLC1,098$130K0.04%+1013F-HRTimeline
North Capital, Inc.1,088$129K0.1%+113F-HRTimeline
Addison Advisors LLC1,055$125K0.03%013F-HRTimeline
Lowe Wealth Advisors, LLC1,036$123K0.04%013F-HRTimeline
Ceeto Capital Group, LLC1,036$123K0.04%013F-HRTimeline
HHM Wealth Advisors, LLC1,027$122K0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,000$119K0.01%013F-HRTimeline
Seneschal Advisors, LLC975$116K0.08%new13F-HRTimeline
SYM FINANCIAL Corp970$115K0.01%-16313F-HRTimeline
Cape Investment Advisory, Inc.963$114K0.11%-51213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC963$114K0.02%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC953$113K0.04%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC935$111K<0.01%+92413F-HRTimeline
Evensky & Katz LLC930$110K0.01%-13713F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA923$110K0.02%-413F-HRTimeline
JPL Wealth Management, LLC920$109K0.03%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC912$108K0.08%013F-HRTimeline
Wealth Preservation Advisors, LLC909$108K0.06%013F-HRTimeline
Evelyn Partners Investment Management (…900$107K0.04%013F-HRTimeline
Measured Wealth Private Client Group, L…886$105K0.03%new13F-HRTimeline
Pacifica Partners Inc.865$103K0.04%013F-HRTimeline
Premier Financial Group874$103K0.03%+3413F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.839$99.5K0.06%-19213F-HRTimeline
Stephens Consulting, LLC832$98.9K0.03%-26013F-HRTimeline
Reyes Financial Architecture, Inc.824$97.9K0.07%013F-HRTimeline
Grey Fox Wealth Advisors, LLC822$97.7K0.02%new13F-HRTimeline
Stone House Investment Management, LLC821$97.5K0.02%-1113F-HRTimeline
Strengthening Families & Communities, L…815$96.9K0.02%new13F-HRTimeline
Manchester Capital Management LLC800$95.1K0.01%-1,00013F-HRTimeline
DiNuzzo Private Wealth, Inc.780$92.1K0.01%013F-HRTimeline
JDM Financial Group LLC755$89.7K0.04%-713F-HRTimeline
Annis Gardner Whiting Capital Advisors,…750$89.1K0.02%-16513F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise738$88K<0.01%013F-HRTimelineGroup
Morton Brown Family Wealth, LLC739$87.8K0.03%-8513F-HRTimeline
Nemes Rush Group LLC718$85.3K0.01%+4413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC715$85K0.06%013F-HRTimeline
LRI Investments, LLC712$84.6K0.01%+113F-HRTimeline
REAP Financial Group, LLC705$83.8K0.02%+10013F-HRTimeline
North Ridge Wealth Advisors, Inc.700$83.2K0.05%013F-HRTimeline
GoalVest Advisory LLC699$83.1K0.02%013F-HRTimeline
Barnes Dennig Private Wealth Management…676$80.3K0.09%+3813F-HRTimeline
MTM Investment Management, LLC665$79.1K0.03%-30013F-HRTimeline
KERR FINANCIAL PLANNING Corp667$77.7K0.11%13F-HR/ATimeline
WINNACLE WEALTH LLC644$76.6K0.06%new13F-HRTimeline
Global Wealth Strategies & Associates640$76.1K0.02%-5013F-HRTimeline
Texas Capital Bancshares Inc/TX640$76.1K0.03%new13F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC638$75.8K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC635$75.5K0.02%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd635$75.5K0.02%013F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department632$75.1K0.02%-4613F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC628$74.6K0.05%013F-HRTimeline
Davis Capital Management618$73.4K0.05%13F-HRTimeline
Tripletail Wealth Management, LLC596$71.5K0.08%new13F-HRTimeline
FSA Wealth Management LLC1,005$65.6K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC547$65K0.02%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…544$64.8K0.13%-3,00913F-HRTimeline
Compass Financial Services Inc544$64.7K0.03%+6413F-HRTimeline
West Branch Capital LLC540$64.2K0.02%013F-HRTimeline
Rise Advisors, LLC538$64K0.02%+18713F-HRTimeline
Bear Mountain Capital, Inc.533$63.8K0.02%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC536$63.7K0.02%-12013F-HRTimeline
Armor Investment Advisors, LLC534$63.5K0.02%-42213F-HRTimeline
NFSG Corp529$62.8K0.01%+213F-HRTimeline
Rice Partnership, LLC518$61.6K0.01%new13F-HRTimeline
WealthCollab, LLC502$59.7K0.03%013F-HRTimeline
POM Investment Strategies, LLC500$59.4K0.03%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC499$59.3K0.04%-1213F-HRTimeline
Abich Financial Wealth Management LLC499$59.3K0.02%13F-HRTimeline
Winch Advisory Services, LLC496$59K0.01%013F-HRTimeline
Fairscale Capital, LLC495$58.8K0.04%013F-HRTimeline
Nalls Sherbakoff Group, LLC476$56.5K0.04%+213F-HRTimeline
VSM Wealth Advisory, LLC474$56.3K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.466$54K0.02%-17013F-HRTimeline
Quaker Wealth Management, LLC454$53.9K0.02%+213F-HRTimeline
CURIO WEALTH, LLC441$52.4K0.02%+17113F-HRTimeline
Evolution Advisers, Inc.444$52K0.02%013F-HRTimeline
WPG Advisers, LLC431$51.2K0.04%+32513F-HRTimeline
Financial Network Wealth Advisors LLC418$49.7K0.05%+813F-HRTimeline
COUNTRY TRUST BANK417$49.6K<0.01%013F-HRTimeline
Graney & King, LLC410$48.8K0.03%+113F-HRTimeline
Holos Integrated Wealth LLC420$48K0.03%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC402$47.9K0.02%+113F-HRTimeline
Robinswood Financial LLC396$47.2K0.02%+1213F-HRTimeline
Park Square Financial Group, LLC383$45.5K0.2%-8313F-HRTimeline
Coston, McIsaac & Partners385$45K0.01%013F-HRTimeline