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Disclosery

IJR ISHARES TR

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SHS (fund)

2,714 managers (2,742 13F filers) reported a position in IJR shares at 2025-12-31, 543,076,021 shares in all. 135 filers opened a position and 96 filers sold out during the quarter.

Managers
2,714
13F filers
2,742
New
135
Added
1,064
Reduced
1,028
Sold out
96
Shares held by filers
543,076,021

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Brand Asset Management Group, Inc.2,518$303K0.08%-6213F-HRTimeline
Peregrine Asset Advisers, Inc.2,514$302K0.09%013F-HRTimeline
Hickory Point Bank & Trust2,508$301K0.22%013F-HRTimeline
Rockingstone Advisors LLC2,505$301K0.14%+3013F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,504$301K0.01%+35813F-HRTimeline
True Freedom Investing, LLC2,503$301K0.02%new13F-HRTimeline
MAIRS & POWER INC2,495$300K<0.01%-1,02213F-HRTimeline
tru Independence LLC2,494$300K0.08%new13F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC2,475$297K0.05%-1,53413F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,470$297K0.05%+10413F-HRTimeline
Glassman Wealth Services2,467$297K0.04%013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,465$296K0.06%new13F-HRTimeline
Drum Hill Capital, LLC2,465$296K0.31%013F-HRTimeline
Ifrah Financial Services, Inc.2,459$296K0.08%-1413F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP2,450$294K<0.01%013F-HRTimeline
Wealth Analytics Partners, LLC2,449$294K0.12%13F-HRTimeline
Aries Wealth Management2,446$294K0.07%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…2,444$294K0.02%-80013F-HRTimeline
Richardson Capital Management LLC2,442$293K0.15%+8213F-HRTimeline
Werba Rubin Papier Wealth Management2,439$293K0.08%+1213F-HRTimeline
CEERA INVESTMENTS, LLC2,434$293K0.11%+413F-HRTimeline
TABLEAUX LLC2,433$292K0.21%-3,41213F-HR/ATimeline
Weaver Consulting Group2,429$292K0.07%-213F-HRTimeline
GFG Capital, LLC2,425$291K0.1%+2013F-HRTimeline
Investmark Advisory Group LLC2,420$291K0.12%+1113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,403$289K0.09%-49213F-HRTimeline
Cohen Klingenstein LLC2,400$288K0.01%013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC2,397$288K0.06%-1113F-HRTimeline
Trexquant Investment LP2,395$288K<0.01%new13F-HRTimeline
ADG Wealth Management Group, LLC2,393$288K0.22%+33613F-HRTimeline
IRON Financial LLC2,388$287K0.13%new13F-HRTimeline
Davidson Capital Management Inc.2,384$287K0.06%013F-HRTimeline
Infinity Wealth Counsel, LLC2,382$286K0.26%-4513F-HRTimeline
Brookwood Investment Group LLC2,380$286K0.03%+8313F-HRTimeline
Aberdeen Wealth Management LLC2,376$286K0.13%+4613F-HRTimeline
Welch Group, LLC2,368$285K0.01%-56813F-HRTimeline
Blue Zone Wealth Advisors, LLC2,352$283K0.05%-3613F-HRTimeline
Patton Albertson Miller Group, LLC2,351$283K0.03%-57613F-HRTimeline
STEVENS CAPITAL PARTNERS2,348$282K0.07%new13F-HRTimeline
Stonebridge Financial Group, LLC / MO2,338$281K0.24%13F-HRTimeline
Edgestream Partners, L.P.2,334$280K0.01%new13F-HRTimeline
Farmers National Bank2,334$280K0.06%+10613F-HRTimeline
Sand Hill Global Advisors, LLC2,322$279K0.01%-8513F-HRTimeline
American Wealth Advisors, LLC2,317$278K0.27%-113F-HRTimeline
BOS Asset Management, LLC2,315$278K0.07%013F-HRTimeline
Hanson & Doremus Investment Management2,313$278K0.03%-1,00013F-HRTimeline
Asset One Wealth Management LLC2,165$278K0.04%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,305$277K0.04%+213F-HRTimelineGroup
Partners in Financial Planning2,297$276K0.05%+113F-HRTimeline
Legacy Financial Advisors, Inc.2,288$275K0.04%-10813F-HRTimeline
Kraft, Davis & Associates, LLC2,174$275K0.06%-37713F-HRTimeline
Safeguard Investment Advisory Group, LLC2,287$275K0.07%new13F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC2,283$274K0.12%-25013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,282$274K0.04%+45213F-HRTimeline
Chicago Capital, LLC2,278$274K0.01%-8213F-HRTimeline
Bayesian Capital Management, LP2,277$274K0.63%new13F-HRTimeline
Osbon Capital Management LLC2,277$274K0.26%13F-HRTimeline
REDW Wealth LLC2,276$274K0.1%-5913F-HRTimeline
Heritage Family Offices, LLP2,271$273K0.12%-33213F-HRTimeline
Pandora Wealth, Inc.2,266$272K0.17%-2013F-HRTimeline
Seascape Capital Management2,262$272K0.08%-14813F-HRTimeline
Heritage Wealth Management, Inc.2,262$272K0.08%+11513F-HRTimeline
Oldfather Financial Services, LLC2,261$272K0.08%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,059$272K0.04%new13F-HRTimeline
Frisco Financial Planning LLC2,260$272K0.23%+44713F-HRTimeline
WEST BANCORPORATION INC2,258$271K0.14%-58113F-HRTimeline
Horst & Graben Wealth Management LLC2,257$271K0.04%+5113F-HRTimeline
Briggs Wealth Management, Inc2,238$269K0.29%13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.2,232$268K0.04%013F-HRTimeline
Navis Wealth Advisors, LLC2,224$267K0.11%+7013F-HRTimeline
DDFG, Inc2,217$266K0.06%-21013F-HRTimeline
Chris Bulman Inc2,211$266K0.12%013F-HRTimeline
Steffes Financial, Ltd.2,210$266K0.14%13F-HRTimeline
Investment Research & Advisory Group, I…2,053$265K0.09%+27313F-HRTimeline
Cornerstone Financial Management LLC2,205$265K0.25%13F-HR/ATimeline
Kera Capital Partners, Inc.2,078$264K0.03%+18813F-HRTimeline
Everhart Financial Group, Inc.2,193$264K0.02%+1713F-HRTimeline
Souders Financial Advisors2,192$263K0.03%-5613F-HRTimeline
CHANNEL WEALTH LLC2,188$263K0.07%new13F-HRTimeline
Patten Group, Inc.2,181$262K0.05%013F-HRTimeline
Successful Portfolios LLC2,073$262K0.13%-10313F-HRTimeline
Sachetta, LLC2,179$262K0.14%-39,68913F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,172$261K0.09%+1,62813F-HRTimeline
MRWM Advisors, LLC2,171$261K0.14%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,974$261K0.08%new13F-HRTimeline
Petix & Botte Co2,166$260K0.06%+213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,162$260K<0.01%+1,90813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ruggaard & Associates LLC2,162$260K0.1%-8613F-HRTimeline
Birchwood Financial Partners, Inc.2,160$260K0.26%13F-HRTimeline
Curated Wealth Partners LLC2,160$260K0.03%new13F-HRTimeline
MY Wealth Management Inc.2,160$260K0.23%013F-HRTimeline
Pegasus Asset Management, Inc.2,155$259K0.08%013F-HR/ATimeline
SteelPeak Wealth, LLC2,149$258K0.01%-3,65713F-HRTimeline
Bill Few Associates, Inc.2,148$258K0.06%new13F-HRTimeline
Soundwatch Capital LLC2,145$258K0.04%-13813F-HRTimeline
Granite Group Advisors, LLC2,143$258K0.15%new13F-HRTimeline
Stanley-Laman Group, Ltd.2,141$257K0.03%-19913F-HRTimeline
Dentgroup LLC2,135$257K0.18%-8513F-HRTimeline
City State Bank2,133$256K0.07%+15513F-HRTimeline
Moment Partners, LLC2,133$256K0.05%013F-HRTimeline
SRH ADVISORS, LLC2,129$256K0.07%013F-HRTimeline
Revisor Wealth Management LLC1,956$255K0.07%-2013F-HRTimeline
Clearstead Trust, LLC2,122$255K0.04%-50513F-HRTimeline
GREAT OAK CAPITAL PARTNERS, LLC2,099$255K0.06%new13F-HRTimeline
Atlantic Edge Private Wealth Management…2,112$254K0.06%-13013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,108$253K0.08%-1913F-HRTimeline
Oak Harvest Investment Services2,107$253K0.03%+32613F-HRTimeline
ICW Investment Advisors LLC2,104$253K0.09%+113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC2,099$252K0.02%-3,19013F-HRTimeline
Slagle Financial, LLC2,093$251K0.09%+9313F-HRTimeline
LongView Wealth Management1,981$251K0.06%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,085$251K0.03%013F-HRTimeline
Archford Capital Strategies, LLC2,083$250K0.03%013F-HRTimeline
Syntegra Private Wealth Group, LLC2,073$249K0.02%013F-HRTimeline
Sterling Wealth Management, Inc.2,073$249K0.07%-14613F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV2,072$249K0.2%13F-HRTimeline
Northstar Financial Companies, Inc.2,069$249K0.2%new13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,066$248K<0.01%-11713F-HRTimelineGroup
Waterfront Wealth Inc.1,934$248K0.05%+6513F-HRTimeline
Brady Martz Wealth Solutions, LLC2,061$248K0.04%new13F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC1,885$247K0.24%13F-HRTimeline
Schorn Wealth LLC2,054$247K0.07%013F-HRTimeline
Tenon Financial LLC2,050$246K0.1%+1013F-HRTimeline
Rothschild Capital Partners, LLC2,048$246K0.06%new13F-HRTimeline
Sierra Capital LLC2,045$246K0.03%-1,28213F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC2,047$246K0.02%new13F-HRTimeline
PATRON PARTNERS, LLC2,046$246K0.11%013F-HRTimeline
Beacon Capital Management, LLC2,045$246K0.04%new13F-HRTimeline
Beaton Management Co. Inc.2,039$245K0.11%013F-HRTimeline
BCWM, LLC2,035$245K0.07%+10513F-HRTimeline
OPAL CAPITAL LLC1,852$244K0.06%13F-HRTimeline
FSA Advisors, Inc.2,030$244K0.17%-5213F-HRTimeline
Rosenberg Matthew Hamilton2,030$244K0.05%+513F-HRTimeline
Reliant Investment Partners, LLC2,030$244K0.19%013F-HRTimeline
Blue Edge Capital, LLC2,025$243K0.03%-43513F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,015$242K0.05%-15613F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,012$242K0.03%013F-HRTimelineGroup
Sun Financial Inc2,012$242K0.13%13F-HRTimeline
Brindle & Bay Financial Advisors, LLC2,008$241K0.16%13F-HRTimeline
NATURAL INVESTMENTS, LLC2,013$241K0.06%new13F-HRTimeline
Van Diest Capital, LLC2,000$240K0.36%13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,000$240K0.04%-7213F-HRTimeline
Daytona Street Capital LLC2,000$240K0.19%13F-HRTimeline
Global Trust Asset Management, LLC1,993$240K0.09%-15313F-HRTimeline
Koa Wealth Management, LLC1,986$239K0.16%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,985$239K0.03%-1913F-HRTimeline
Guardian Wealth Advisors, LLC1,985$239K0.13%+12113F-HRTimeline
Trust Co of the South1,983$238K0.04%+4913F-HRTimeline
TOTH FINANCIAL ADVISORY CORP1,982$238K0.03%+50313F-HRTimeline
Oak Barrel Wealth Advisory LLC1,981$238K0.14%13F-HRTimeline
Solidarity Wealth, LLC1,974$237K0.05%-42,85013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,972$237K0.07%013F-HRTimeline
Parcion Private Wealth LLC1,972$237K0.01%013F-HRTimeline
Cardinal Point Capital Management ULC1,967$236K0.02%-813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,964$236K0.08%-1613F-HRTimeline
BBR PARTNERS, LLC1,961$236K0.01%new13F-HRTimeline
Old Peak Finance LLC1,954$235K0.14%13F-HRTimeline
Community Bank & Trust, Waco, Texas1,943$234K0.05%-30013F-HRTimeline
Zullo Investment Group, Inc.1,945$234K0.09%-2313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC1,945$234K0.07%-7713F-HRTimeline
Falcon Wealth Planning1,944$234K0.02%+19713F-HRTimeline
Catalina Capital Group, LLC1,942$233K0.14%-2313F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.218$233K0.11%-2,62913F-HRTimeline
CFO CAPITAL MANAGEMENT LLC1,939$233K0.17%13F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC1,933$232K0.04%+4613F-HRTimeline
Versant Capital Management, Inc1,933$232K0.03%-6213F-HRTimeline
Stablepoint Partners, LLC1,931$232K0.04%+3913F-HRTimeline
Bernardo Wealth Planning LLC1,927$232K0.04%013F-HRTimeline
MIRAMONTES CAPITAL, LLC1,927$232K0.08%13F-HRTimeline
BCGM Wealth Management, LLC1,925$231K0.06%-49013F-HRTimeline
Valued Wealth Advisors LLC1,919$231K0.1%013F-HRTimeline
INVESTMENT PARTNERS, LTD.1,913$230K0.08%+7413F-HRTimeline
FCA CORP /TX1,909$229K0.06%-713F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,908$229K0.02%+10913F-HRTimeline
PDS Planning, Inc1,906$229K0.02%+213F-HRTimeline
Capital Asset Managemnet, LLC1,904$229K0.25%13F-HRTimeline
Independence Bank of Kentucky1,904$229K0.03%+37513F-HRTimeline
Kapstone Financial Advisors LLC1,904$229K0.11%+7913F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…1,901$228K0.07%+813F-HRTimeline
D L CARLSON INVESTMENT GROUP INC1,901$228K0.04%013F-HRTimeline
McMillan Office, Inc.1,900$228K0.03%13F-HRTimeline
Wells Financial Advisors INC1,898$228K0.43%-1,74413F-HRTimeline
Lakeshore Capital Group, Inc.1,890$227K0.18%-413F-HRTimeline
Nicollet Investment Management, Inc.1,885$227K0.07%013F-HRTimeline
Atlas Private Wealth Advisors1,884$226K0.05%+713F-HRTimeline
Ascent Wealth Partners, LLC1,882$226K0.03%013F-HRTimeline
LifePlan Financial, LLC1,873$225K0.17%-5913F-HRTimeline
Hughes Financial Services, LLC1,872$225K0.04%-2113F-HRTimeline
Legacy Bridge, LLC1,871$225K0.09%013F-HRTimeline
SPWM Advisors LLC1,868$224K0.22%13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…1,865$224K0.16%013F-HRTimeline
Krilogy Financial LLC1,749$224K0.01%-2313F-HRTimeline
LS Investment Advisors, LLC1,864$224K0.03%-9913F-HRTimeline
4J Wealth Management LLC1,860$224K0.13%-8613F-HRTimeline
ISTHMUS PARTNERS, LLC1,859$223K0.02%new13F-HRTimeline
Heritage Financial Services, LLC1,859$223K0.02%-23513F-HRTimeline
Proactive Wealth Strategies LLC1,857$223K0.09%+3513F-HRTimeline
Oakmont Advisory Group, LLC1,855$223K0.24%13F-HRTimeline
Morton Capital Management LLC/CA1,849$222K0.03%013F-HRTimeline
Arista Wealth Management, LLC1,848$222K0.03%013F-HRTimeline