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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
PARTNERS WEALTH MANAGEMENT, LLC1,847$222K0.23%+12513F-HRTimeline
SIERRA OCEAN, LLC1,841$221K0.18%013F-HRTimeline
MIdWestOne Financial Group, Inc.1,840$221K0.02%013F-HRTimeline
Breachway Investments LLC1,838$221K0.23%13F-HRTimeline
Piscataqua Savings Bank1,837$221K0.15%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,835$220K0.01%+413F-HRTimelineGroup
JACOBS & CO/CA1,836$220K0.02%013F-HRTimeline
Milestones Private Investment Advisors …1,830$220K0.15%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,828$220K0.11%+1813F-HRTimeline
FIRST FINANCIAL CORP /IN/1,818$218K0.08%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,813$218K0.03%013F-HRTimeline
Prasad Wealth Partners, LLC1,812$218K0.06%-1,49813F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT1,806$217K0.1%-2713F-HRTimeline
Madrona Financial Services, LLC1,800$216K0.05%-41913F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD1,799$216K0.03%13F-HRTimeline
Northwest Bancshares, Inc.1,796$216K0.04%new13F-HRTimeline
Whalen Wealth Management Inc.1,793$216K0.12%+9313F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,792$215K<0.01%-14,56513F-HRTimeline
True Vision MN LLC1,789$215K0.11%new13F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC1,789$215K0.06%-813F-HRTimeline
Fortis Capital Management LLC1,782$214K0.03%new13F-HRTimeline
GenWealth Group, Inc.1,716$214K0.04%+613F-HRTimeline
Avestar Capital, LLC1,773$213K0.01%013F-HRTimeline
RS CRUM INC.1,770$213K0.04%new13F-HRTimeline
Tortuga Wealth Management, Inc1,768$213K0.22%13F-HRTimeline
Apeiron RIA LLC1,655$212K0.04%new13F-HRTimeline
Signal Advisors Wealth, LLC1,758$211K0.02%-1,09613F-HRTimeline
Wealth Management Associates, Inc.1,756$211K0.07%-3413F-HRTimeline
AM INVESTMENT STRATEGIES LLC1,755$211K0.04%new13F-HRTimeline
LEUTHOLD GROUP, LLC1,754$211K0.02%-3013F-HRTimeline
Legacy PCG, LLC1,748$210K0.13%-913F-HRTimeline
Hilltop Partners LLC1,741$209K0.05%-2513F-HRTimeline
Stonebrook Private Inc.1,738$209K0.04%+613F-HRTimeline
Platform Technology Partners1,737$209K0.04%-6113F-HRTimeline
J. L. Bainbridge & Co., Inc.1,736$209K0.02%013F-HRTimeline
TME FINANCIAL, INC.1,733$208K0.15%+813F-HRTimeline
Signature Equity Partners, LLC1,732$208K0.12%13F-HRTimeline
Avantax Planning Partners, Inc.1,731$208K0.01%-54613F-HRTimeline
Detalus Advisors, LLC1,729$208K0.05%+313F-HRTimeline
Net Worth Advisory Group1,728$208K0.04%new13F-HRTimeline
Altar Rock LLC1,728$208K0.25%13F-HRTimeline
Shum Financial Group, Inc.1,726$207K0.15%013F-HRTimeline
Mission Creek Capital Partners, Inc.1,721$207K0.04%-9413F-HRTimeline
Triton Wealth Management, PLLC1,624$207K0.08%new13F-HRTimeline
Selective Wealth Management, Inc.1,602$207K0.06%new13F-HRTimeline
Cheviot Value Management, LLC1,626$207K0.02%013F-HRTimeline
Integris Wealth Management, LLC1,719$207K0.05%013F-HRTimeline
Symphony Financial, Ltd. Co.1,709$206K0.03%new13F-HRTimeline
49 WEALTH MANAGEMENT, LLC1,717$206K0.02%new13F-HRTimeline
MCDONALD PARTNERS LLC1,708$205K0.06%013F-HRTimeline
Curran Financial Partners, LLC1,706$205K0.04%-3413F-HRTimeline
Drucker Wealth 3.0, LLC1,705$205K0.04%-1313F-HRTimeline
Strategent Financial, LLC1,702$205K0.13%-4113F-HRTimeline
RAM Investment Partners, LLC1,702$205K0.04%new13F-HRTimeline
High Note Wealth, LLC1,700$204K0.04%013F-HRTimeline
Bridgewater Advisors Inc.1,565$204K0.01%new13F-HRTimeline
William Mack & Associates, Inc.1,690$203K0.1%new13F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,689$203K0.03%new13F-HRTimeline
Avant Financial Advisors LLC1,688$203K0.15%new13F-HRTimeline
Foguth Wealth Management, LLC.1,671$203K0.03%13F-HRTimeline
Opes Wealth Management LLC1,685$202K0.03%new13F-HRTimeline
Topsail Wealth Management, LLC1,677$202K0.03%+213F-HRTimeline
Gen-Wealth Partners Inc1,675$201K0.06%+2513F-HRTimeline
Jacksonville Wealth Management, LLC1,674$201K0.14%new13F-HRTimeline
Independence Wealth Advisors, LLC1,672$201K0.11%13F-HRTimeline
WAYSTONE ADVISORS LLC1,671$201K0.17%13F-HRTimeline
Saxony Capital Management, LLC1,669$201K0.12%-75213F-HRTimeline
Performance Wealth Partners, LLC1,665$200K0.01%new13F-HRTimeline
Quent Capital, LLC1,645$198K0.01%+23013F-HRTimeline
Vision Retirement, LLC1,617$194K0.05%13F-HRTimeline
SJS Investment Consulting Inc.1,607$193K0.02%+10113F-HRTimeline
DV Trading LLC1,600$192K0.02%13F-HRTimeline
Fairman Group, LLC1,591$191K0.15%-20513F-HRTimeline
Basepoint Wealth LLC1,585$191K0.12%new13F-HRTimeline
Align Financial, LLC187,962$188K0.13%13F-HRTimeline
MGB Wealth Management, LLC1,541$185K0.05%-8913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,542$185K0.06%+113F-HRTimeline
Red Tortoise LLC1,510$181K0.08%-3513F-HRTimeline
ATWOOD & PALMER INC1,500$180K0.01%+113F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,481$178K0.1%013F-HRTimeline
Evensky & Katz LLC1,468$176K0.01%+53813F-HRTimeline
Essential Partners LLC1,416$170K0.05%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,384$166K0.08%+3213F-HRTimelineGroup
CAMBIENT FAMILY OFFICE, LLC1,375$165K0.02%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,360$163K0.03%+39713F-HRTimeline
CGC Financial Services, LLC1,348$162K0.04%013F-HRTimeline
CFG Wealth Management Services, Inc.1,346$162K0.15%13F-HRTimeline
Lavaca Capital LLC1,319$159K0.03%013F-HRTimeline
Beaird Harris Wealth Management, LLC1,318$158K0.01%+17013F-HRTimeline
Walsh & Associates, LLC1,309$157K0.16%13F-HRTimeline
Creative Capital Management Investments…1,293$155K0.05%+1813F-HRTimeline
Caitlin John, LLC1,244$149K0.1%-1113F-HRTimeline
Lodestone Wealth Management LLC1,231$148K0.06%new13F-HRTimeline
Gleason Group, Inc.1,206$145K0.01%+1,17813F-HRTimeline
Mill Capital Management, LLC1,200$144K0.01%new13F-HRTimeline
Reflection Asset Management1,104$136K0.1%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,125$135K0.01%-1513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,122$135K0.04%013F-HRTimeline
Garton & Associates Financial Advisors …1,099$132K0.07%13F-HRTimeline
Register Financial Advisors LLC1,090$131K0.05%-2813F-HRTimeline
Morling Financial Advisors, LLC1,088$131K0.04%-1013F-HRTimeline
RED REEF ADVISORS LLC1,074$129K0.13%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,072$129K0.03%+14913F-HRTimeline
BALLAST ADVISORS LLC1,068$128K0.04%-30013F-HRTimeline
Addison Advisors LLC1,055$127K0.03%013F-HRTimeline
Ceeto Capital Group, LLC1,036$125K0.04%013F-HRTimeline
HHM Wealth Advisors, LLC1,027$123K0.01%013F-HRTimeline
Prestige Wealth Management Group LLC1,014$122K0.02%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC912$120K0.08%013F-HRTimeline
Wealth Preservation Advisors, LLC982$118K0.06%+7313F-HRTimeline
Seneschal Advisors, LLC975$117K0.09%013F-HRTimeline
Stephens Consulting, LLC935$112K0.04%+10313F-HRTimeline
Sankala Group LLC861$112K0.09%13F-HRTimeline
Evelyn Partners Investment Management (…900$108K0.04%013F-HRTimeline
Manchester Capital Management LLC875$105K0.01%+7513F-HRTimeline
Pacifica Partners Inc.861$104K0.05%-413F-HRTimeline
Barnes Dennig Private Wealth Management…851$102K0.1%+17513F-HRTimeline
Bravera Wealth849$102K0.05%13F-HRTimeline
Premier Financial Group840$101K0.03%-3413F-HRTimeline
Reyes Financial Architecture, Inc.824$99K0.06%013F-HRTimeline
Stone House Investment Management, LLC793$95.3K0.01%-2813F-HRTimeline
DiNuzzo Private Wealth, Inc.780$93.7K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC757$91K0.07%13F-HRTimeline
JDM Financial Group LLC755$90.7K0.04%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…750$90.1K0.02%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise738$89K<0.01%013F-HRTimelineGroup
ELEVATE WEALTH ADVISORY, INC715$85.9K0.06%013F-HRTimeline
LRI Investments, LLC712$85.6K0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp664$85.5K0.12%-313F-HR/ATimeline
North Ridge Wealth Advisors, Inc.700$84.1K0.05%013F-HRTimeline
GoalVest Advisory LLC699$84K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC695$83.5K0.02%+14813F-HRTimeline
Frankly Finances, LLC690$82.9K0.08%13F-HR/ATimeline
Ransom Advisory, Ltd687$82.6K0.03%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …655$78.7K0.11%+60213F-HRTimeline
Morton Brown Family Wealth, LLC645$77.5K0.02%-9413F-HRTimeline
Global Wealth Strategies & Associates640$76.9K0.02%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC638$76.7K<0.01%013F-HRTimeline
MTM Investment Management, LLC636$76.5K0.02%-2913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC635$76.3K0.02%013F-HRTimeline
WealthCollab, LLC633$76.1K0.03%+13113F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC628$75.5K0.05%013F-HRTimeline
Measured Wealth Private Client Group, L…593$71.3K0.02%-29313F-HRTimeline
Tripletail Wealth Management, LLC593$71.3K0.09%-313F-HRTimeline
Cape Investment Advisory, Inc.581$69.8K0.02%-38213F-HRTimeline
Bear Mountain Capital, Inc.533$68.8K0.02%013F-HRTimeline
Park Square Financial Group, LLC583$67.2K0.4%+20013F-HRTimeline
NFSG Corp549$66K0.01%+2013F-HRTimeline
NorthAvenue LLC545$65.5K0.05%13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC536$64.4K0.02%013F-HRTimeline
Rice Partnership, LLC518$62.3K0.01%013F-HRTimeline
Davis Capital Management518$62.3K0.04%-10013F-HRTimeline
Monetary Solutions, Ltd514$61.8K0.06%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.514$61.8K0.04%-32513F-HRTimeline
Fairscale Capital, LLC509$61.2K0.04%+1413F-HRTimeline
Quattro Advisors LLC503$60.5K0.05%13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC501$60.2K0.03%+213F-HRTimeline
Lloyd Advisory Services, LLC.500$60.1K0.02%new13F-HRTimeline
Winch Advisory Services, LLC496$59.7K0.01%013F-HRTimeline
Capital Investment Counsel, Inc496$59.6K0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.481$58K0.02%+1513F-HRTimeline
Triumph Capital Management482$57.9K0.01%new13F-HRTimeline
Activest Wealth Management477$57.4K0.01%-2,64213F-HRTimeline
Nalls Sherbakoff Group, LLC476$57.1K0.04%013F-HRTimeline
VSM Wealth Advisory, LLC474$57K0.02%013F-HRTimeline
Hamilton Point Investment Advisors, LLC467$56.1K0.01%new13F-HRTimeline
ACIMA PRIVATE WEALTH, LLC465$55.9K0.02%-48813F-HRTimeline
Holos Integrated Wealth LLC458$55.6K0.03%+3813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\461$55.4K<0.01%-5,12013F-HRTimelineGroup
Quaker Wealth Management, LLC456$54.8K0.02%+213F-HRTimeline
CURIO WEALTH, LLC441$54.3K0.02%013F-HRTimeline
Evolution Advisers, Inc.444$53K0.02%013F-HRTimeline
Millstone Evans Group, LLC416$50K0.03%+4113F-HRTimeline
Financial Network Wealth Advisors LLC410$49.3K0.05%-813F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…408$49K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.393$47.2K0.01%new13F-HRTimeline
Key Capital Management, INC384$46.1K0.05%13F-HRTimeline
Coston, McIsaac & Partners385$46K0.01%013F-HRTimeline
COUNTRY TRUST BANK382$45.9K<0.01%-3513F-HRTimeline
West Branch Capital LLC375$45.1K0.01%-16513F-HRTimeline
Navigoe, LLC375$45K0.03%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…372$44.7K0.03%13F-HRTimeline
Ashurst Perkins Coie Trust Co372$44.7K0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.359$43.1K0.03%13F-HRTimeline
Murphy & Mullick Capital Management Corp356$42.8K0.03%+10613F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.351$42.2K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.349$41.9K0.03%+29513F-HRTimeline
RMG Wealth Management LLC318$41.7K0.01%+7313F-HRTimeline
DecisionPoint Financial, LLC346$41.6K0.01%+13213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC342$41.1K<0.01%-59313F-HRTimeline
Covestor Ltd336$40K0.02%+3413F-HRTimeline
Networth Advisors, LLC331$39.8K0.03%13F-HRTimeline
Pflug Koory, LLC318$38.2K0.02%+113F-HRTimeline
Armor Investment Advisors, LLC309$37.1K0.01%-22513F-HRTimeline
New Millennium Group LLC308$37K0.02%013F-HRTimeline
Advantage Trust Co307$36.9K0.02%013F-HRTimeline
SITTNER & NELSON, LLC278$36.7K0.01%-1413F-HRTimeline
GPS Wealth Strategies Group, LLC301$36.2K0.03%-5,29313F-HRTimeline
Riverview Trust Co297$35.7K0.04%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD291$35K0.02%013F-HRTimeline