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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
Millstone Evans Group, LLC375$44.6K0.03%013F-HRTimeline
Perkins Coie Trust Co372$44.2K0.01%013F-HRTimeline
Navigoe, LLC375$44K0.03%013F-HRTimeline
WFA Asset Management Corp330$38.6K0.02%013F-HRTimeline
Pflug Koory, LLC317$37.7K0.02%013F-HRTimeline
New Millennium Group LLC308$36.6K0.02%+15813F-HRTimeline
Advantage Trust Co307$36.5K0.02%013F-HRTimeline
Covestor Ltd302$36K0.02%+3713F-HRTimeline
Kiker Wealth Management, LLC302$35.9K0.02%+313F-HRTimeline
Riverview Trust Co297$35.3K0.04%013F-HRTimeline
SITTNER & NELSON, LLC292$34.7K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD291$34.6K0.02%013F-HRTimeline
Bradley & Co. Private Wealth Management…290$34.5K0.02%013F-HRTimeline
Pineridge Advisors LLC282$33.5K0.01%013F-HRTimeline
Bulwark Capital Corp272$32.3K0.03%013F-HRTimeline
Clarity Asset Management, Inc.272$32.3K0.02%+113F-HRTimeline
Heritage Wealth Advisors265$31.4K<0.01%+5713F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P261$31K<0.01%-2,29213F-HRTimelineGroup
Tidemark, LLC260$30.9K0.01%013F-HRTimeline
Trust Co258$30.7K<0.01%-2,57713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.254$30K<0.01%+11713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Redwood Park Advisors LLC252$30K0.02%+113F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC252$29.9K0.01%-1113F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.250$29.7K0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp250$29.4K0.02%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI247$29.4K<0.01%013F-HRTimeline
RMG Wealth Management LLC245$29.2K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP244$29K0.01%+16213F-HRTimeline
Minot DeBlois Advisors LLC242$28.8K0.03%-3513F-HRTimeline
Evergreen Private Wealth LLC239$28.4K0.01%013F-HRTimeline
Founders Capital Management238$28.3K0.02%013F-HRTimeline
HOEY INVESTMENTS, INC233$27.7K<0.01%-3113F-HRTimeline
Signature Resources Capital Management,…228$27.1K0.01%013F-HRTimeline
DecisionPoint Financial, LLC214$25.5K0.01%013F-HRTimeline
Archer Investment Corp205$24.4K0.01%+113F-HRTimeline
Wealth Watch Advisors, INC203$24.1K0.01%new13F-HRTimeline
Kozak & Associates, Inc.208$23.8K<0.01%+15813F-HRTimeline
Field & Main Bank200$23.8K0.01%013F-HRTimeline
Front Row Advisors LLC192$22.8K0.01%-4313F-HRTimeline
Financial Life Planners191$22.7K0.02%new13F-HRTimeline
Stuart Chaussee & Associates, Inc.187$22.2K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN172$20.4K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.171$20.3K0.01%-5013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC162$19.2K0.01%013F-HRTimeline
Raleigh Capital Management Inc.160$19K0.01%+3313F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV159$19K0.01%-4413F-HRTimeline
N.E.W. Advisory Services LLC156$18.6K<0.01%+313F-HRTimeline
Game Plan Financial Advisors, LLC154$18.3K0.01%013F-HRTimeline
Boreal Capital Management LLC150$17.8K0.01%013F-HRTimeline
Kopp Family Office, LLC141$16.8K0.01%013F-HRTimeline
Peterson Wealth Services5,622$16.6K<0.01%+5,48213F-HRTimeline
Vermillion & White Wealth Management Gr…136$16.2K0.01%013F-HRTimeline
Breakwater Investment Management136$16.2K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC126$15K<0.01%-4413F-HRTimeline
Imprint Wealth LLC125$14.9K0.05%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …119$14.1K<0.01%13F-HRTimelineGroup
MARK SHEPTOFF FINANCIAL PLANNING, LLC109$13K0.01%-3813F-HRTimeline
PFS Partners, LLC108$12.8K0.01%+2113F-HRTimeline
Comprehensive Financial Planning, Inc./…107$12.7K0.01%-86513F-HRTimeline
Atlantic Private Wealth, LLC104$12.3K0.01%+113F-HRTimeline
Cornerstone National Bank & Trust Co102$12.1K<0.01%013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …108$11.8K<0.01%013F-HRTimelineGroup
FIRST UNITED BANK & TRUST95$11.3K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…95$11.3K<0.01%+213F-HRTimeline
Clean Yield Group87$10.3K<0.01%new13F-HRTimeline
Strive Asset Management, LLC87$10.3K0.01%new13F-HR/ATimeline
AllSquare Wealth Management LLC86$10.2K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV81$10K<0.01%013F-HR/ATimeline
Kings Path Partners LLC82$9.74K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.79$9.39K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.78$9.27K0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.75$8.94K0.01%-3,40713F-HRTimeline
Peachtree Investment Partners, LLC67$7.96K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.60$7.13K<0.01%013F-HRTimeline
Cloud Capital Management, LLC64$7K<0.01%new13F-HRTimeline
AFFINITY WEALTH LLC56$6.65K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.54$6.42K0.01%-813F-HR/ATimeline
Mowery & Schoenfeld Wealth Management, …53$6.25K0.01%013F-HRTimeline
Luminist Capital LLC50$5.96K0.01%013F-HRTimeline
Byrne Asset Management LLC48$5.7K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC40$4.75K<0.01%new13F-HRTimeline
TOWER TRUST & INVESTMENT Co40$4.75K<0.01%013F-HRTimeline
Guerra Advisors Inc32$3.8K<0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC30$3.56K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Kilter Group LLC28$3.33K<0.01%-2013F-HRTimeline
Gleason Group, Inc.28$3.33K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.25$3.01K<0.01%-3,45313F-HRTimeline
SWAN Capital LLC25$2.97K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …24$2.85K<0.01%013F-HRTimelineGroup
Pingora Partners LLC23$2.73K<0.01%013F-HRTimeline
Mendota Financial Group, LLC18$2.14K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.18$2.07K<0.01%013F-HRTimeline
Northwest Capital Management Inc17$2.02K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/15$2K<0.01%-1,30013F-HRTimeline
Frazier Financial Advisors, LLC16$1.9K<0.01%-13113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…13$1.54K<0.01%-9,89113F-HRTimelineGroup
Promus Capital, LLC12$1.47K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC12$1.43K<0.01%-5113F-HRTimeline
Integrity Financial Corp /WA11$1.31K<0.01%013F-HRTimeline
Morse Asset Management, Inc8$951<0.01%013F-HRTimeline
LONDON CO OF VIRGINIA4$493<0.01%-613F-HRTimeline
New England Capital Financial Advisors …2$238<0.01%013F-HRTimeline
Decker Retirement Planning Inc.2$238<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC2$188<0.01%013F-HRTimeline
CKW FINANCIAL GROUP1$00%new13F-HRTimelineValue filed as zero, left out of ratios.