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IJR ISHARES TR

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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
Oakmont Advisory Group, LLC1,844$229K0.23%-1113F-HRTimeline
Platform Technology Partners1,843$229K0.04%+10613F-HRTimeline
Independent Wealth Advisors LLC1,838$228K0.22%new13F-HRTimeline
Piscataqua Savings Bank1,837$228K0.16%013F-HRTimeline
JACOBS & CO/CA1,836$228K0.02%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,834$228K0.09%+1613F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,830$227K0.11%+213F-HRTimeline
Kapstone Financial Advisors LLC1,825$227K0.11%-7913F-HRTimeline
Insight Inv LLC1,816$226K0.12%-1,01213F-HRTimeline
Strategic Financial Planning, Inc.3,338$225K0.13%-1,76913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,813$225K0.03%013F-HRTimeline
Madrona Financial Services, LLC1,800$224K0.05%013F-HRTimeline
J. L. Bainbridge & Co., Inc.1,797$223K0.02%+6113F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC1,797$223K0.06%+813F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,793$223K0.23%-5413F-HRTimeline
Shum Financial Group, Inc.1,778$221K0.16%+5213F-HRTimeline
Signature Equity Partners, LLC1,774$221K0.12%+4213F-HRTimeline
Avestar Capital, LLC1,773$220K0.02%013F-HRTimeline
RS CRUM INC.1,773$220K0.04%+313F-HRTimeline
Tortuga Wealth Management, Inc1,772$220K0.21%+413F-HRTimeline
Hanson & Doremus Investment Management1,773$220K0.03%-54013F-HRTimeline
PATRON PARTNERS, LLC1,767$220K0.1%-27913F-HRTimeline
LifePlan Financial, LLC1,766$220K0.16%-10713F-HRTimeline
Avant Financial Advisors LLC1,760$219K0.15%+7213F-HRTimeline
Wealth Management Associates, Inc.1,756$218K0.08%013F-HRTimeline
AM INVESTMENT STRATEGIES LLC1,755$218K0.05%013F-HRTimeline
Synergy Financial Group, LTD1,749$217K0.16%new13F-HRTimeline
Performance Wealth Partners, LLC1,747$217K0.01%+8213F-HRTimeline
BCO Wealth Management LLC1,744$217K0.13%new13F-HRTimeline
High Note Wealth, LLC1,740$216K0.04%+4013F-HRTimeline
Stonebrook Private Inc.1,740$216K0.05%+213F-HRTimeline
SIERRA OCEAN, LLC1,733$215K0.18%-10813F-HRTimeline
TME FINANCIAL, INC.1,732$215K0.15%-113F-HRTimeline
Altar Rock LLC1,728$215K0.25%013F-HRTimeline
Integris Wealth Management, LLC1,719$214K0.05%013F-HRTimeline
Net Worth Advisory Group1,710$213K0.04%-1813F-HRTimeline
MCDONALD PARTNERS LLC1,708$212K0.05%013F-HRTimeline
Whalen Wealth Management Inc.1,708$212K0.11%-8513F-HRTimeline
Drucker Wealth 3.0, LLC1,707$212K0.04%+213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC1,703$212K0.09%-98713F-HRTimeline
RAM Investment Partners, LLC1,702$212K0.04%013F-HRTimeline
Strategent Financial, LLC1,702$212K0.14%013F-HRTimeline
Bridgewater Advisors Inc.1,557$211K0.01%-813F-HRTimeline
Navigate Wealth Management, LLC1,559$211K0.15%13F-HRTimeline
Commerce Advisors, LLC1,691$210K0.18%13F-HRTimeline
Detalus Advisors, LLC1,689$210K0.05%-4013F-HRTimeline
Opes Wealth Management LLC1,685$209K0.04%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC1,680$209K0.04%new13F-HRTimeline
Topsail Wealth Management, LLC1,678$209K0.03%+113F-HRTimeline
Gen-Wealth Partners Inc1,678$209K0.07%+313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,674$208K0.02%-42513F-HRTimeline
Jacksonville Wealth Management, LLC1,674$208K0.14%013F-HRTimeline
Selective Wealth Management, Inc.1,543$208K0.06%-5913F-HRTimeline
Independence Wealth Advisors, LLC1,672$208K0.11%013F-HRTimeline
Aspire Growth Partners LLC1,672$208K0.14%new13F-HRTimeline
Ascent Wealth Partners, LLC1,666$207K0.02%-21613F-HRTimeline
Signal Advisors Wealth, LLC1,666$207K0.01%-9213F-HRTimeline
Western Financial Corp/CA1,660$206K0.08%new13F-HRTimeline
Wernau Asset Management Inc.1,659$206K0.21%new13F-HRTimeline
One Degree Advisors Inc1,664$206K0.05%new13F-HRTimeline
Miramar Capital, LLC1,652$205K0.05%new13F-HRTimeline
Curran Financial Partners, LLC1,652$205K0.04%-5413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1,650$205K0.18%13F-HRTimeline
Stonebridge Financial Group, LLC1,650$205K0.02%-3,94513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC1,650$205K0.1%new13F-HRTimeline
Steffes Financial, Ltd.1,647$205K0.11%-56313F-HRTimeline
Code Waechter LLC1,646$205K0.12%new13F-HRTimeline
Archvest Wealth Advisors, Inc.1,643$204K0.13%new13F-HRTimeline
VERITY Wealth Advisors1,640$204K0.14%new13F-HRTimeline
Advisory Advocates, LLC1,639$204K0.21%new13F-HRTimeline
Manske Wealth Management1,637$203K0.06%new13F-HRTimeline
Tidemark, LLC1,630$203K0.05%+1,37013F-HRTimeline
Triton Wealth Management, PLLC1,609$202K0.08%-1513F-HRTimeline
Gutierrez Wealth Advisory, LLC1,627$202K0.13%new13F-HRTimeline
Cheviot Value Management, LLC1,626$202K0.02%013F-HRTimeline
Barnes Dennig Private Wealth Management…1,623$202K0.2%+77213F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.1,620$201K0.02%new13F-HRTimeline
BEACON INVESTMENT ADVISORS LLC1,619$201K0.08%new13F-HRTimeline
Beaumont Asset Management, L.L.C.1,617$201K0.09%new13F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC1,617$201K0.02%-43013F-HRTimeline
J. Derek Lewis & Associates Inc.1,615$201K0.05%new13F-HR/ATimeline
Hamilton Capital, LLC1,615$201K0.01%new13F-HRTimeline
Apeiron RIA LLC1,614$201K0.05%-4113F-HRTimeline
MRA Advisory Group1,613$201K0.08%new13F-HRTimeline
SJS Investment Consulting Inc.1,607$200K0.02%013F-HRTimeline
Fairman Group, LLC1,594$198K0.17%+313F-HRTimeline
Basepoint Wealth LLC1,588$197K0.11%+313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,585$197K<0.01%-27,63413F-HRTimeline
Align Financial, LLC1,564$194K0.11%-186,39813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,562$194K0.06%+2013F-HRTimeline
Essential Partners LLC1,494$186K0.06%+7813F-HRTimeline
Red Tortoise LLC1,470$183K0.08%-4013F-HRTimeline
ATWOOD & PALMER INC1,406$175K0.01%-9413F-HRTimeline
3 FACTOR INDEXING, LLC1,395$173K0.16%13F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC1,375$171K0.02%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC1,360$169K0.03%013F-HRTimeline
CGC Financial Services, LLC1,348$168K0.05%013F-HRTimeline
CFG Wealth Management Services, Inc.1,346$167K0.15%013F-HRTimeline
DT Investment Partners, LLC1,305$162K0.01%new13F-HRTimeline
Piedmont Capital Management, LLC/NC1,279$159K0.11%+1,27513F-HRTimeline
Creative Capital Management Investments…1,275$158K0.05%-1813F-HRTimeline
Beaird Harris Wealth Management, LLC1,258$156K0.01%-6013F-HRTimeline
Caitlin John, LLC1,254$156K0.09%+1013F-HRTimeline
Global Trust Asset Management, LLC1,254$156K0.06%-73913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…1,242$154K0.04%new13F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…1,237$154K0.02%+48713F-HRTimeline
Lodestone Wealth Management LLC1,233$153K0.06%+213F-HR/ATimeline
Gleason Group, Inc.1,208$150K0.01%+213F-HRTimeline
Walsh & Associates, LLC1,207$150K0.15%-10213F-HRTimeline
Mill Capital Management, LLC1,200$149K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC1,136$141K0.02%+10913F-HRTimeline
Lloyd Advisory Services, LLC.1,134$141K0.04%+63413F-HRTimeline
Kingdom Financial Group LLC.1,134$141K0.04%+74113F-HRTimeline
Addison Advisors LLC1,122$140K0.03%+6713F-HRTimeline
Ankerstar Wealth, LLC1,099$137K0.14%-2,34013F-HRTimeline
Register Financial Advisors LLC1,089$135K0.05%-113F-HRTimeline
True Wealth Design, LLC1,078$134K0.04%+1,04413F-HRTimeline
BALLAST ADVISORS LLC1,049$130K0.04%-1913F-HR/ATimeline
True Link Financial Advisors, LLC1,045$130K0.01%-2,65613F-HR/ATimeline
ISLAY CAPITAL MANAGEMENT, LLC1,031$128K0.07%-45013F-HRTimeline
Avalon Trust Co1,030$128K0.01%+96513F-HRTimeline
Networth Advisors, LLC1,023$127K0.09%+69213F-HRTimeline
Prestige Wealth Management Group LLC1,014$126K0.02%013F-HRTimeline
Evensky & Katz LLC1,015$126K0.01%-45313F-HRTimeline
Seneschal Advisors, LLC975$121K0.09%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC942$117K<0.01%+60013F-HRTimeline
STRATEGIC ADVISORY PARTNERS, LLC935$116K0.09%new13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA923$115K0.02%-14913F-HRTimeline
Global Wealth Strategies & Associates923$115K0.03%+28313F-HRTimeline
Evelyn Partners Investment Management (…900$112K0.04%013F-HRTimeline
Lavaca Capital LLC899$112K0.02%-42013F-HRTimeline
PlanVest Financial, Inc895$111K0.08%13F-HRTimeline
JPL Wealth Management, LLC891$111K0.03%new13F-HR/ATimeline
Premier Financial Group840$106K0.02%013F-HRTimeline
Vision Retirement, LLC850$106K0.03%-76713F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC847$105K0.08%+9013F-HRTimeline
LRI Investments, LLC840$104K0.01%+12813F-HRTimeline
Manchester Capital Management LLC832$103K0.01%-4313F-HRTimeline
Reyes Financial Architecture, Inc.828$103K0.08%+413F-HRTimeline
Stone House Investment Management, LLC825$103K0.02%+3213F-HRTimeline
MANNING & NAPIER ADVISORS LLC823$102K<0.01%+78313F-HRTimeline
RED REEF ADVISORS LLC822$102K0.11%-25213F-HRTimeline
Strengthening Families & Communities, L…820$102K0.03%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.780$97K0.01%013F-HRTimeline
Sankala Group LLC776$95.4K0.08%-8513F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC764$95K<0.01%-36113F-HRTimeline
POM Investment Strategies, LLC763$94.8K0.12%+75913F-HRTimeline
JDM Financial Group LLC755$93.9K0.04%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise738$92K<0.01%013F-HRTimelineGroup
Activest Wealth Management738$91.7K0.02%+26113F-HRTimeline
ROGCO, LP726$90.2K0.03%-14,87213F-HRTimeline
Bravera Wealth725$90.1K0.04%-12413F-HRTimeline
KERR FINANCIAL PLANNING Corp655$88.9K0.06%-913F-HR/ATimeline
North Ridge Wealth Advisors, Inc.700$87K0.05%013F-HRTimeline
N.E.W. Advisory Services LLC699$86.9K0.01%+49513F-HRTimeline
GoalVest Advisory LLC699$86.9K0.02%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC698$86.8K0.06%+7013F-HRTimeline
Pacifica Partners Inc.696$86.5K0.03%-16513F-HRTimeline
Petix & Botte Co690$85.8K0.02%-1,47613F-HRTimeline
Frankly Finances, LLC690$85.8K0.08%013F-HRTimeline
HUDSON EDGE INVESTMENT PARTNERS INC.685$85.2K0.01%new13F-HRTimeline
Morling Financial Advisors, LLC683$84.9K0.03%-40513F-HRTimeline
Wealth Preservation Advisors, LLC681$84.7K0.07%-30113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC662$82K0.06%-25013F-HRTimeline
Nova Wealth Management, Inc.657$81.7K0.05%+48613F-HRTimeline
MTM Investment Management, LLC637$79.2K0.03%+113F-HRTimeline
Morton Brown Family Wealth, LLC636$79.1K0.02%-913F-HRTimeline
Scarborough Advisors, LLC621$77.2K0.01%new13F-HRTimeline
Tripletail Wealth Management, LLC593$74.4K0.1%013F-HRTimeline
Measured Wealth Private Client Group, L…593$73.7K0.02%013F-HRTimeline
Bear Mountain Capital, Inc.533$72.6K0.02%013F-HRTimeline
USA FINANCIAL FORMULAS568$70.6K0.01%new13F-HRTimeline
Sunrise Financial Services, LLC562$69.9K0.05%+56013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC635$69.4K0.03%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.559$69K0.02%+7813F-HRTimeline
NorthAvenue LLC545$67.7K0.05%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC543$67.5K0.04%-17213F-HRTimeline
NFSG Corp536$66.6K0.01%-1313F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC526$65.4K0.02%-16913F-HRTimeline
Davis Capital Management518$64.4K0.04%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC516$64.1K0.01%-2013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.514$63.9K0.04%013F-HRTimeline
Fairscale Capital, LLC509$63.3K0.04%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST502$62.4K0.02%13F-HRTimeline
WealthCollab, LLC502$62.4K0.03%-13113F-HRTimeline
Winch Advisory Services, LLC496$61.7K0.01%013F-HRTimeline
Capital Investment Counsel, Inc496$61.7K0.01%013F-HRTimeline
Triumph Capital Management482$59.9K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC480$59.7K0.02%new13F-HRTimeline
Nalls Sherbakoff Group, LLC476$59.1K0.04%013F-HRTimeline
VSM Wealth Advisory, LLC474$58.9K0.02%013F-HRTimeline
Rice Partnership, LLC468$58.2K0.01%-5013F-HRTimeline
Holos Integrated Wealth LLC458$57.9K0.03%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC465$57.8K0.02%013F-HRTimeline
Evolution Advisers, Inc.464$57K0.02%+2013F-HRTimeline
Quaker Wealth Management, LLC457$56.8K0.02%+113F-HRTimeline
CURIO WEALTH, LLC441$54.9K0.02%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.420$52.2K0.03%+6913F-HRTimeline
Millstone Evans Group, LLC416$51.7K0.03%013F-HRTimeline
Financial Network Wealth Advisors LLC410$51K0.05%013F-HRTimeline