Skip to content

IJR ISHARES TR

Follow

SHS (fund)

2,733 managers (2,763 13F filers) reported a position in IJR shares at 2026-03-31, 555,655,015 shares in all. 117 filers opened a position and 105 filers sold out during the quarter.

Managers
2,733
13F filers
2,763
New
117
Added
1,104
Reduced
1,150
Sold out
105
Shares held by filers
555,655,015

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Unique Wealth Strategies, LLC2,510$312K0.13%new13F-HRTimeline
Signet Investment Advisory Group, Inc.2,507$312K0.14%-11813F-HRTimeline
Bauman Advisory Group, LLC2,507$312K0.22%-37,82313F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC2,504$311K0.01%013F-HRTimeline
MEMBERS WEALTH LLC2,292$311K0.19%-16513F-HRTimeline
D.B. Root & Company, LLC2,488$309K0.07%-21813F-HRTimeline
Compass Financial Group, Inc. (Ohio)2,485$309K0.23%-11413F-HRTimeline
Rockbridge Investment Management, LCC2,475$308K0.03%-19413F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,470$307K0.05%013F-HRTimeline
O'ROURKE & COMPANY, Inc2,468$307K0.12%-13813F-HRTimeline
Glassman Wealth Services2,467$307K0.04%013F-HRTimeline
Drum Hill Capital, LLC2,465$306K0.28%013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC2,465$306K0.06%013F-HRTimeline
Foguth Wealth Management, LLC.2,202$305K0.04%+53113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP2,450$305K<0.01%013F-HRTimeline
Wealth Analytics Partners, LLC2,449$304K0.12%013F-HRTimeline
Peregrine Asset Advisers, Inc.2,446$304K0.08%-6813F-HRTimeline
Aries Wealth Management2,446$304K0.07%013F-HRTimeline
Octavia Wealth Advisors, LLC2,445$304K0.03%-48913F-HRTimeline
DeLarme Wealth Management, Inc.2,444$304K0.2%-11313F-HRTimeline
WEBSTER BANK, N. A.2,434$303K0.03%-40713F-HRTimeline
Investmark Advisory Group LLC2,424$301K0.13%+413F-HRTimeline
Lifelong Wealth Advisors, Inc.2,422$301K0.08%-14513F-HRTimeline
Slagle Financial, LLC2,417$300K0.1%+32413F-HRTimeline
Trail Ridge Investment Advisors, LLC2,415$300K0.13%-38313F-HRTimeline
MJP ASSOCIATES INC /ADV2,415$300K0.04%-12713F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.2,413$300K0.07%new13F-HRTimeline
MAIRS & POWER INC2,410$300K<0.01%-8513F-HRTimeline
Cohen Klingenstein LLC2,400$298K0.01%013F-HRTimeline
TABLEAUX LLC2,392$297K0.14%-4113F-HRTimeline
FINANCIAL CONSULATE, INC2,391$297K0.04%-1,03713F-HRTimeline
IRON Financial LLC2,388$297K0.13%013F-HRTimeline
Davidson Capital Management Inc.2,384$296K0.05%013F-HRTimeline
Welch Group, LLC2,382$296K0.01%+1413F-HRTimeline
Infinity Wealth Counsel, LLC2,382$296K0.27%013F-HRTimeline
Richardson Capital Management LLC2,380$296K0.14%-6213F-HRTimeline
Coastwise Capital Group, LLC2,380$296K0.16%-60313F-HRTimeline
Allodium Investment Consultants, LLC2,377$295K0.14%-15813F-HRTimeline
Aberdeen Wealth Management LLC2,376$295K0.13%013F-HRTimeline
MASTER'S WEALTH MANAGEMENT INC.2,375$295K0.1%new13F-HRTimeline
BCS Wealth Management2,374$295K0.06%-2,39613F-HRTimeline
Capital Investment Management, Inc.2,369$294K0.1%-22813F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,366$294K<0.01%-93913F-HRTimelineGroup
Blue Zone Wealth Advisors, LLC2,365$294K0.06%+1313F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.2,352$292K<0.01%+28613F-HRTimelineGroup
Greystone Financial Group, LLC2,346$292K0.08%-1,24613F-HRTimeline
Werba Rubin Papier Wealth Management2,328$289K0.04%-11113F-HRTimeline
New Insight Wealth Advisors2,327$289K0.1%-43513F-HRTimeline
Chris Bulman Inc2,327$289K0.13%+11613F-HRTimeline
Sand Hill Global Advisors, LLC2,322$289K0.01%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC2,319$288K0.05%+38613F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV2,316$288K0.25%+24413F-HRTimeline
BOS Asset Management, LLC2,315$288K0.07%013F-HRTimeline
SANDERS MORRIS HARRIS LLC2,306$287K0.05%new13F-HRTimeline
55 North Private Wealth, LLC2,299$286K0.07%new13F-HRTimeline
GFG Capital, LLC2,293$285K0.09%-13213F-HRTimeline
Stonebridge Financial Group, LLC / MO2,290$285K0.24%-4813F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC2,283$284K0.13%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,283$284K0.04%+113F-HRTimeline
American Wealth Advisors, LLC2,281$284K0.3%-3613F-HRTimeline
Bank of New Hampshire2,278$283K0.06%-60013F-HRTimeline
BCWM, LLC2,277$283K0.08%+24213F-HRTimeline
Osbon Capital Management LLC2,277$283K0.23%013F-HRTimeline
Farmers National Bank2,270$282K0.06%-6413F-HRTimeline
Stanley-Laman Group, Ltd.2,264$281K0.03%+12313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners2,263$281K0.04%-4213F-HRTimelineGroup
Seascape Capital Management2,262$281K0.08%013F-HRTimeline
WEST BANCORPORATION INC2,258$281K0.14%013F-HRTimeline
DDFG, Inc2,256$280K0.06%+3913F-HRTimeline
Elevation Advisory Partners LLC2,193$280K0.26%13F-HRTimeline
Heritage Family Offices, LLP2,243$279K0.12%-2813F-HRTimeline
REDW Wealth LLC2,240$278K0.11%-3613F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,239$278K0.04%+18013F-HRTimeline
Briggs Wealth Management, Inc2,238$278K0.3%013F-HRTimeline
Rothschild Capital Partners, LLC2,235$278K0.07%+18713F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV2,207$274K0.01%-44813F-HRTimeline
Investment Research & Advisory Group, I…2,054$274K0.1%+113F-HRTimeline
Sun Financial Inc2,013$274K0.14%+113F-HRTimeline
Strategic Investment Advisors / MI2,199$273K0.02%new13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC2,199$273K<0.01%+1,92613F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC2,192$272K0.08%-21113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.2,188$272K0.09%+8013F-HRTimeline
Morton Capital Management LLC/CA2,182$271K0.04%+33313F-HRTimeline
Patten Group, Inc.2,181$271K0.05%013F-HRTimeline
Patton Albertson Miller Group, LLC2,176$271K0.03%-17513F-HRTimeline
Weaver Consulting Group2,170$270K0.06%-25913F-HRTimeline
Ifrah Financial Services, Inc.2,166$269K0.07%-29313F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.2,162$269K0.04%-7013F-HRTimeline
Birchwood Financial Partners, Inc.2,161$269K0.26%+113F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,160$269K0.11%-1213F-HRTimeline
Curated Wealth Partners LLC2,160$269K0.03%013F-HRTimeline
Granite Group Advisors, LLC2,120$268K0.16%-2313F-HRTimeline
Pegasus Asset Management, Inc.2,155$268K0.09%013F-HR/ATimeline
MIRAMONTES CAPITAL, LLC2,151$267K0.09%+22413F-HRTimeline
Bill Few Associates, Inc.2,148$267K0.06%013F-HRTimeline
Beaton Management Co. Inc.2,139$266K0.12%+10013F-HRTimeline
Sterling Wealth Management, Inc.2,139$266K0.07%+6613F-HRTimeline
City State Bank2,133$265K0.07%013F-HRTimeline
Moment Partners, LLC2,133$265K0.05%013F-HRTimeline
SRH ADVISORS, LLC2,129$265K0.08%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,124$264K0.14%-1,00013F-HRTimeline
Soundwatch Capital LLC2,119$263K0.03%-2613F-HRTimeline
CHANNEL WEALTH LLC2,117$263K0.06%-7113F-HRTimeline
Sidoxia Capital Management, LLC2,112$263K0.23%13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,107$262K0.06%+9213F-HRTimeline
ICW Investment Advisors LLC2,104$262K0.09%013F-HRTimeline
Archford Capital Strategies, LLC2,088$260K0.03%+513F-HRTimeline
Forthright Family Wealth Advisory LLC2,345$259K0.17%new13F-HRTimeline
Pallas Capital Advisors LLC2,084$259K0.01%-4,87913F-HRTimeline
Kera Capital Partners, Inc.2,080$259K0.03%+213F-HRTimeline
Syntegra Private Wealth Group, LLC2,073$258K0.02%013F-HRTimeline
Successful Portfolios LLC2,073$256K0.14%013F-HRTimeline
Souders Financial Advisors2,058$256K0.03%-13413F-HRTimeline
Sachetta, LLC2,058$256K0.14%-12113F-HRTimeline
Schorn Wealth LLC2,054$255K0.08%013F-HRTimeline
Tenon Financial LLC2,050$255K0.1%013F-HRTimeline
BANK OF HAWAII2,045$254K0.01%new13F-HRTimeline
Sierra Capital LLC2,045$254K0.03%013F-HRTimeline
GenWealth Group, Inc.2,032$253K0.04%+31613F-HRTimeline
Rosenberg Matthew Hamilton2,030$252K0.05%013F-HRTimeline
Daytona Street Capital LLC2,000$252K0.19%013F-HRTimeline
Kraft, Davis & Associates, LLC1,839$252K0.05%-33513F-HRTimeline
LongView Wealth Management1,898$251K0.06%-8313F-HRTimeline
Creekmur Asset Management LLC2,012$250K18.85%13F-HRTimeline
NATURAL INVESTMENTS, LLC2,016$250K0.06%+313F-HRTimeline
Farmers & Merchants Trust Co of Chamber…2,012$250K0.07%+4013F-HR/ATimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp2,012$250K0.03%013F-HRTimelineGroup
RHUMBLINE ADVISERS2,010$250K<0.01%-4,03813F-HRTimeline
BCGM Wealth Management, LLC2,010$250K0.06%+8513F-HRTimeline
Chicago Capital, LLC2,006$249K0.01%-27213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,006$249K0.03%+613F-HRTimeline
Quent Capital, LLC2,002$249K0.02%+35713F-HRTimeline
Rockport Wealth LLC1,996$248K0.05%-3,89213F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,996$248K0.06%+2213F-HRTimeline
KFG WEALTH MANAGEMENT, LLC1,995$248K0.03%+1013F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC1,818$248K0.23%-6713F-HRTimeline
Integrated Wealth Management1,991$248K0.28%-77313F-HRTimeline
Navis Wealth Advisors, LLC1,990$247K0.13%-23413F-HRTimeline
Guardian Wealth Advisors, LLC1,987$247K0.14%+213F-HRTimeline
WINNACLE WEALTH LLC1,979$246K0.19%+1,76913F-HRTimeline
Cardinal Point Capital Management ULC1,968$245K0.01%+113F-HRTimeline
Clearstead Trust, LLC1,967$245K0.04%-15513F-HRTimeline
BBR PARTNERS, LLC1,961$244K0.01%013F-HRTimeline
Revisor Wealth Management LLC1,956$243K0.07%013F-HRTimeline
Old Peak Finance LLC1,954$243K0.14%013F-HRTimeline
Community Bank & Trust, Waco, Texas1,943$242K0.05%013F-HRTimeline
Brindle & Bay Financial Advisors, LLC1,946$242K0.15%-6213F-HRTimeline
Catalina Capital Group, LLC1,945$242K0.15%+313F-HRTimeline
Hilltop Partners LLC1,940$241K0.06%+19913F-HRTimeline
Prasad Wealth Partners, LLC1,939$241K0.07%+12713F-HRTimeline
D L CARLSON INVESTMENT GROUP INC1,937$241K0.04%+3613F-HRTimeline
Trust Co of the South1,934$240K0.04%-4913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC1,934$240K0.02%+2613F-HRTimeline
Versant Capital Management, Inc1,933$240K0.02%013F-HRTimeline
Falcon Wealth Planning1,930$240K0.02%-1413F-HRTimeline
Bernardo Wealth Planning LLC1,927$240K0.05%013F-HRTimeline
PDS Planning, Inc1,924$239K0.02%+1813F-HRTimeline
Zullo Investment Group, Inc.1,921$239K0.09%-2413F-HRTimeline
Legacy Financial Advisors, Inc.1,921$239K0.03%-36713F-HRTimeline
Waterfront Wealth Inc.1,919$239K0.04%-1513F-HRTimeline
Valued Wealth Advisors LLC1,919$239K0.1%013F-HRTimeline
Dickmeyer Boyce Financial Management, I…1,915$238K0.14%13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC1,909$237K0.18%new13F-HRTimeline
Vernal Point Advisors, LLC1,906$237K0.1%-1,16013F-HRTimeline
Signet Private Wealth LLC1,903$237K0.23%new13F-HRTimeline
Koa Wealth Management, LLC1,900$236K0.17%-8613F-HRTimeline
McMillan Office, Inc.1,900$236K0.03%013F-HRTimeline
Independence Bank of Kentucky1,897$236K0.03%-713F-HRTimeline
Global Financial Private Client, LLC1,896$236K0.08%new13F-HRTimeline
Solidarity Wealth, LLC1,894$235K0.05%-8013F-HRTimeline
Impact Partnership Wealth, LLC1,890$235K0.03%new13F-HRTimeline
Lakeshore Capital Group, Inc.1,890$235K0.19%013F-HRTimeline
Stenger Family Office, LLC1,889$235K0.04%new13F-HRTimeline
MY Wealth Management Inc.2,245$235K0.23%+8513F-HRTimeline
Atlas Private Wealth Advisors1,887$235K0.06%+313F-HRTimeline
Capital Asset Managemnet, LLC1,887$235K0.26%-1713F-HRTimeline
Van Diest Capital, LLC1,886$234K0.18%-11413F-HRTimeline
Nicollet Investment Management, Inc.1,885$234K0.08%013F-HRTimeline
Cornerstone Financial Management LLC1,880$234K0.21%-32513F-HR/ATimeline
waypoint wealth counsel1,879$234K0.12%-1,23713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC1,878$233K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC1,872$233K0.04%013F-HRTimeline
Legacy Bridge, LLC1,871$233K0.09%013F-HRTimeline
Parcion Private Wealth LLC1,870$232K0.01%-10213F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,869$232K0.01%+3413F-HRTimelineGroup
FIRST AMERICAN TRUST, FSB1,867$232K0.02%new13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…1,867$232K0.07%-3413F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…1,865$232K0.16%013F-HRTimeline
4J Wealth Management LLC1,861$231K0.13%+113F-HRTimeline
ISTHMUS PARTNERS, LLC1,859$231K0.02%013F-HRTimeline
Beacon Capital Management, LLC1,859$231K0.04%-18613F-HRTimeline
INSPIRE TRUST CO, N.A.1,855$231K0.04%new13F-HRTimeline
Breachway Investments LLC1,845$230K0.22%+713F-HRTimeline
Resolute Wealth Strategies, LLC1,852$230K0.1%new13F-HRTimeline
Foundry Financial LLC1,850$230K0.1%new13F-HRTimeline
Arista Wealth Management, LLC1,848$230K0.03%013F-HRTimeline
Stablepoint Partners, LLC1,848$230K0.03%-8313F-HRTimeline
INVESTMENT PARTNERS, LTD.1,846$229K0.08%-6713F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,844$229K0.02%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,844$229K0.02%+12713F-HRTimeline