Skip to content

IJR ISHARES TR

Follow

SHS (fund)

2,822 managers (2,852 13F filers) reported a position in IJR shares at 2026-06-30, 563,246,534 shares in all. 182 filers opened a position and 88 filers sold out during the quarter.

Managers
2,822
13F filers
2,852
New
182
Added
1,134
Reduced
1,147
Sold out
88
Shares held by filers
563,246,534

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Madrona Financial Services, LLC1,802$267K0.05%+213F-HRTimeline
Piscataqua Savings Bank1,798$267K0.18%-3913F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC1,795$266K0.06%-213F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,793$266K0.26%013F-HRTimeline
Orcam Financial Group1,787$265K0.13%new13F-HRTimeline
Thrive Capital Management, LLC1,787$265K0.05%new13F-HRTimeline
RIVER'S EDGE WEALTH MANAGEMENT, LLC1,807$264K0.23%-1113F-HRTimeline
RS CRUM INC.1,778$264K0.05%+513F-HRTimeline
Stenger Family Office, LLC1,774$263K0.04%-11513F-HRTimeline
Community Bank & Trust, Waco, Texas1,776$263K0.05%-16713F-HRTimeline
Hanson & Doremus Investment Management1,773$263K0.03%013F-HRTimeline
Avestar Capital, LLC1,773$263K0.02%013F-HRTimeline
Tortuga Wealth Management, Inc1,772$263K0.2%013F-HRTimeline
Foguth Wealth Management, LLC.1,812$263K0.03%-39013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,768$262K0.05%new13F-HRTimeline
Avant Financial Advisors LLC1,760$261K0.16%013F-HRTimeline
Wealth Management Associates, Inc.1,756$260K0.07%013F-HRTimeline
AM INVESTMENT STRATEGIES LLC1,755$260K0.05%013F-HRTimeline
Synergy Financial Group, LTD1,749$259K0.19%013F-HRTimeline
Cornerstone Financial Management LLC1,749$259K0.21%-13113F-HR/ATimeline
TME FINANCIAL, INC.1,745$259K0.16%+1313F-HRTimeline
BCO Wealth Management LLC1,744$259K0.14%013F-HRTimeline
High Note Wealth, LLC1,740$258K0.04%013F-HRTimeline
Rodgers Brothers Inc.1,739$258K0.03%new13F-HRTimeline
Drake & Associates, LLC1,736$257K0.04%new13F-HRTimeline
Barnes Dennig Private Wealth Management…1,730$257K0.21%+10713F-HRTimeline
Altar Rock LLC1,729$256K0.37%+113F-HRTimeline
SIERRA OCEAN, LLC1,729$256K0.18%-413F-HRTimeline
One Degree Advisors Inc1,738$256K0.06%+7413F-HRTimeline
Prosperity Consulting Group, LLC1,721$255K0.01%new13F-HRTimeline
Topsail Wealth Management, LLC1,716$255K0.03%+3813F-HRTimeline
Insight Inv LLC1,716$254K0.12%-10013F-HRTimeline
Gutierrez Wealth Advisory, LLC1,714$254K0.15%+8713F-HRTimeline
MCDONALD PARTNERS LLC1,708$253K0.06%013F-HRTimeline
GenWealth Group, Inc.1,704$253K0.04%-32813F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC1,703$253K0.09%013F-HRTimeline
RAM Investment Partners, LLC1,702$252K0.04%013F-HRTimeline
Kraft, Davis & Associates, LLC1,753$252K0.05%-8613F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC1,698$252K0.04%+1813F-HRTimeline
Generations Wealth, LLC1,697$252K0.24%new13F-HRTimeline
LifePlan Financial, LLC1,695$251K0.18%-7113F-HRTimeline
Steffes Financial, Ltd.1,693$251K0.11%+4613F-HRTimeline
Aspire Growth Partners LLC1,692$251K0.15%+2013F-HRTimeline
Waterfront Wealth Inc.1,722$251K0.04%-19713F-HRTimeline
Gen-Wealth Partners Inc1,687$250K0.07%+913F-HRTimeline
Brookwood Investment Group LLC1,684$250K0.03%-95413F-HRTimeline
Adelphi Trust Co1,684$250K0.17%-1,09513F-HRTimeline
Stonebridge Financial Group, LLC1,680$249K0.02%+3013F-HRTimeline
Code Waechter LLC1,674$248K0.13%+2813F-HRTimeline
Jacksonville Wealth Management, LLC1,674$248K0.14%013F-HRTimeline
Independence Wealth Advisors, LLC1,673$248K0.12%+113F-HRTimeline
PATRON PARTNERS, LLC1,667$247K0.1%-10013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.1,666$247K0.05%-74713F-HRTimeline
Maridea Wealth Management LLC1,663$247K0.03%new13F-HRTimeline
Ascent Wealth Partners, LLC1,662$246K0.02%-413F-HRTimeline
Western Financial Corp/CA1,661$246K0.07%+113F-HRTimeline
Miramar Capital, LLC1,652$245K0.05%013F-HRTimeline
Integris Wealth Management, LLC1,651$245K0.05%-6813F-HRTimeline
HWG Holdings LP1,650$245K0.06%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.1,647$244K0.02%-15013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,645$244K0.03%-36713F-HRTimelineGroup
WAYSTONE ADVISORS LLC1,645$244K0.18%new13F-HRTimeline
Exit Wealth Advisors, LLC.1,644$244K0.11%new13F-HRTimeline
Archvest Wealth Advisors, Inc.1,643$244K0.14%013F-HRTimeline
Apeiron RIA LLC1,643$244K0.06%+2913F-HRTimeline
VERITY Wealth Advisors1,640$243K0.15%013F-HRTimeline
DAVIDSON TRUST CO1,639$243K0.09%new13F-HRTimeline
SFMG, LLC1,639$243K0.01%new13F-HRTimeline
Intelligence Driven Advisers, LLC1,637$243K0.04%new13F-HRTimeline
Orca Wealth Management, LLC1,632$242K0.15%new13F-HRTimeline
Tidemark, LLC1,628$241K0.05%-213F-HRTimeline
Cheviot Value Management, LLC1,626$241K0.02%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.1,620$240K0.02%013F-HRTimeline
CMH Wealth Management LLC1,619$240K0.04%new13F-HRTimeline
BEACON INVESTMENT ADVISORS LLC1,618$240K0.08%-113F-HRTimeline
LEUTHOLD GROUP, LLC1,618$240K0.02%new13F-HRTimeline
Beaumont Asset Management, L.L.C.1,617$240K0.09%013F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,617$240K0.02%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,614$239K<0.01%+2913F-HRTimeline
MRA Advisory Group1,613$239K0.09%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,612$239K0.06%-40013F-HRTimeline
Meritas Wealth Management, LLC1,610$239K0.09%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC1,606$238K0.11%new13F-HRTimeline
Global Assets Advisory, LLC1,595$237K0.05%new13F-HRTimeline
Basepoint Wealth LLC1,593$236K0.14%+513F-HRTimeline
Farrell Financial LLC1,590$236K0.13%new13F-HRTimeline
MY Wealth Management Inc.1,589$236K0.17%-65613F-HRTimeline
Bauman Advisory Group, LLC1,588$236K0.12%-91913F-HRTimeline
ODonnell Financial Services, LLC1,586$235K0.07%new13F-HRTimeline
Clientfirst Wealth Management, LLC1,580$234K0.19%new13F-HRTimeline
Magnolia Private Wealth, LLC1,579$234K0.13%new13F-HRTimeline
GuidedMoney, LLC1,573$233K0.11%new13F-HRTimeline
Selective Wealth Management, Inc.1,596$233K0.06%+5313F-HRTimeline
CARLSON FINANCIAL, INC.1,568$232K0.12%new13F-HRTimeline
Align Financial, LLC1,564$232K0.12%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,562$232K0.07%013F-HRTimeline
Saxony Capital Management, LLC1,562$232K0.11%new13F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group1,555$231K0.02%new13F-HRTimelineGroup
One Charles Private Wealth Services, LLC1,551$230K0.05%new13F-HRTimeline
WARNER FINANCIAL, INC1,551$230K0.07%new13F-HRTimeline
Oak Harvest Investment Services1,549$230K0.02%new13F-HRTimeline
Wealth Quarterback LLC1,548$230K0.07%new13F-HRTimeline
Wrenne Financial Planning LLC1,547$229K0.08%new13F-HRTimeline
One Wealth Management Investment & Advi…1,543$229K0.24%new13F-HRTimeline
J. Derek Lewis & Associates Inc.1,542$229K0.04%-7313F-HRTimeline
Three Cord True Wealth Management, LLC1,540$228K0.11%new13F-HRTimeline
Mission Creek Capital Partners, Inc.1,538$228K0.04%new13F-HRTimeline
SJS Investment Consulting Inc.1,536$228K0.02%-7113F-HRTimeline
Navigate Wealth Management, LLC1,559$228K0.14%013F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC1,535$228K0.08%new13F-HRTimeline
Golden Bell Financial Planning LLC1,530$227K0.17%new13F-HRTimeline
East Coast Asset Management, LLC.1,528$227K0.07%new13F-HRTimeline
Cannon Financial Strategists, Inc.1,523$226K0.03%new13F-HRTimeline
Agate Pass Investment Management, LLC1,521$226K0.08%new13F-HRTimeline
Westbourne Investment Advisors, Inc.1,520$225K0.06%new13F-HRTimeline
Heritage Family Offices, LLP1,515$225K0.09%-72813F-HRTimeline
Pacific Excel Wealth Advisors, Inc.1,515$225K0.09%new13F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC1,511$224K0.13%-39813F-HRTimeline
Snider Financial Group1,508$224K0.06%new13F-HRTimeline
Cane Capital Partners, LLC1,504$223K0.09%new13F-HRTimeline
Disciplined Investors, L.L.C.1,496$222K0.11%new13F-HRTimeline
AIRE ADVISORS, LLC1,494$222K0.04%new13F-HRTimeline
L & S Advisors Inc1,494$222K0.02%new13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG1,493$221K<0.01%new13F-HRTimelineGroup
NOVUS ADVISORS, LLC1,490$221K0.46%new13F-HRTimeline
FIDELITY D & D BANCORP INC1,487$221K0.08%new13F-HRTimeline
PRAIRIE ADVISORY, LLC1,481$220K0.05%13F-HRTimeline
AMARILLO NATIONAL BANK1,480$219K0.04%new13F-HRTimeline
Tillman Hartley LLC1,478$219K0.05%new13F-HRTimeline
TPG Financial Advisors, LLC1,473$218K0.07%new13F-HRTimeline
Strategic Investment Advisors / MI1,465$217K0.01%-73413F-HRTimeline
Accelerate Investment Advisors LLC1,464$217K0.12%new13F-HRTimeline
MATAURO, LLC1,462$217K0.03%-3,02213F-HRTimeline
Trellis Wealth Advisors LLC1,454$216K0.07%new13F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC1,450$215K0.06%new13F-HRTimeline
Planning Center, Inc.1,449$215K0.02%new13F-HRTimeline
Onyx Bridge Wealth Group LLC1,448$215K0.02%new13F-HRTimeline
TrueWealth Advisors, LLC1,442$214K0.05%new13F-HRTimeline
Indie Asset Partners, LLC1,440$214K0.2%new13F-HRTimeline
Arlington Financial Advisors, LLC1,439$213K0.03%new13F-HRTimeline
BCS Private Wealth Management, Inc.1,438$213K0.06%new13F-HRTimeline
Three Arch Wealth Management LLC1,437$213K0.03%new13F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC1,436$213K0.02%new13F-HRTimeline
FINANCIAL LIFE ADVISORS1,429$212K0.06%new13F-HRTimeline
Optivise Advisory Services LLC1,419$210K0.11%new13F-HRTimeline
LJI Wealth Management, LLC1,416$210K0.03%new13F-HRTimeline
KICKSTAND VENTURES, LLC.1,414$210K0.04%new13F-HRTimeline
BURNEY CO/1,413$210K0.01%new13F-HRTimeline
Triton Wealth Management, PLLC1,457$209K0.06%-15213F-HRTimeline
Paulson Wealth Management Inc.1,410$209K0.04%new13F-HRTimeline
4J Wealth Management LLC1,408$209K0.1%-45313F-HRTimeline
Eaton Financial Holdings Company, LLC1,408$209K0.06%-6,67113F-HRTimeline
Foundry Financial LLC1,407$209K0.07%-44313F-HRTimeline
Vertrix Wealth Management, LLC1,407$209K0.07%new13F-HRTimeline
ATWOOD & PALMER INC1,406$209K0.01%013F-HRTimeline
Peak Retirement Planning, Inc.1,406$209K0.03%new13F-HRTimeline
WestHill Financial Advisors, Inc.1,404$208K0.04%new13F-HRTimeline
Redwood Financial Network Corp1,398$207K0.11%new13F-HRTimeline
Astoria Portfolio Advisors LLC.1,397$207K0.04%new13F-HRTimeline
Sightline Wealth Advisors, LLC1,396$207K0.08%new13F-HRTimeline
3 FACTOR INDEXING, LLC1,395$207K0.18%013F-HRTimeline
Beacon Capital Management, LLC1,393$207K0.03%-46613F-HRTimeline
TABR Capital Management, LLC1,393$207K0.18%new13F-HRTimeline
Essential Partners LLC1,392$206K0.1%-10213F-HRTimeline
Cedarwood Wealth LLC1,391$206K0.16%new13F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,388$206K0.07%new13F-HRTimeline
Braun-Bostich & Associates Inc.1,385$205K0.11%new13F-HRTimeline
Register Financial Advisors LLC1,380$205K0.06%+29113F-HRTimeline
GFG Capital, LLC1,377$204K0.06%-91613F-HRTimeline
Gordian Advisors LLC1,373$204K0.12%new13F-HRTimeline
Trexquant Investment LP1,371$203K<0.01%new13F-HRTimeline
Annandale Capital, LLC1,371$203K0.03%new13F-HRTimeline
Tannin Capital LLC1,368$203K0.13%new13F-HRTimeline
GenTrust, LLC1,368$203K0.01%new13F-HRTimeline
Creative Capital Management Investments…1,368$203K0.05%+9313F-HRTimeline
Trust Co of the South1,367$203K0.03%-56713F-HRTimeline
Milestones Private Investment Advisors …1,366$203K0.16%new13F-HRTimeline
McLean Asset Management Corp1,388$202K0.03%new13F-HRTimeline
Old Peak Finance LLC1,361$202K0.1%-59313F-HRTimeline
FOCUSED ALPHA, LLC1,360$202K0.05%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,360$202K0.02%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,360$202K0.03%013F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,359$202K0.02%-1613F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC1,357$201K0.08%-29313F-HRTimeline
AIMZ Investment Advisors, LLC1,353$201K0.06%new13F-HRTimeline
DB&C Advisors, LLC1,350$200K0.22%new13F-HRTimeline
CGC Financial Services, LLC1,348$200K0.04%013F-HRTimeline
DT Investment Partners, LLC1,305$194K0.01%013F-HRTimeline
Caitlin John, LLC1,300$193K0.11%+4613F-HRTimeline
Capital Investment Counsel, Inc1,296$192K0.02%+80013F-HRTimeline
Piedmont Capital Management, LLC/NC1,279$190K0.12%013F-HRTimeline
Manchester Capital Management LLC1,270$188K0.02%+43813F-HRTimeline
Avalon Trust Co1,241$184K0.01%+21113F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC1,342$183K0.06%new13F-HRTimeline
Lodestone Wealth Management LLC1,236$183K0.06%+313F-HRTimeline
VESTOR CAPITAL, LLC749$182K0.01%-29,15213F-HRTimeline
Walsh & Associates, LLC1,207$179K0.15%013F-HRTimeline
Mill Capital Management, LLC1,200$178K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,189$176K0.01%-6913F-HRTimeline
Global Trust Asset Management, LLC1,167$173K0.05%-8713F-HRTimeline