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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
Bradley & Co. Private Wealth Management…290$34.9K0.02%013F-HRTimeline
Graney & King, LLC288$34.6K0.02%-12213F-HRTimeline
Compass Financial Services Inc276$33.2K0.01%-26813F-HRTimeline
Bulwark Capital Corp272$32.7K0.02%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI267$32.1K0.01%+2013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC273$32K<0.01%-10,37313F-HRTimelineGroup
CREDIT INDUSTRIEL ET COMMERCIAL260$31.2K<0.01%-1,92913F-HRTimeline
Tidemark, LLC260$31.2K0.01%013F-HRTimeline
Robinswood Financial LLC254$30.6K0.01%-14213F-HRTimeline
Redwood Park Advisors LLC254$30.5K0.02%+213F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC252$30.3K0.01%013F-HRTimeline
Bank & Trust Co252$30.3K0.02%new13F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.250$30K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC242$29.1K0.03%013F-HRTimeline
Founders Capital Management239$28.7K0.01%+113F-HRTimeline
HOEY INVESTMENTS, INC233$28K<0.01%013F-HRTimeline
Signature Resources Capital Management,…228$27.4K0.01%013F-HRTimeline
Your Advocates Ltd., LLP227$27.3K0.01%-1713F-HRTimeline
CDKV HOLDINGS LLC224$26.9K0.02%13F-HRTimeline
Wealth Watch Advisors, INC222$26.7K0.01%+1913F-HRTimeline
Essential Investment Partners LLC212$25.5K0.02%13F-HRTimeline
WINNACLE WEALTH LLC210$25.4K0.02%-43413F-HRTimeline
Cetera Trust Company, N.A209$25.1K0.01%new13F-HRTimeline
Heritage Wealth Advisors209$25.1K<0.01%-5613F-HRTimeline
N.E.W. Advisory Services LLC204$24.5K<0.01%+4813F-HRTimeline
NVWM, LLC204$24.5K0.01%new13F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.202$24.3K0.01%new13F-HRTimeline
Field & Main Bank200$24K0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC194$23.3K0.01%new13F-HRTimeline
Front Row Advisors LLC192$23.1K0.01%013F-HRTimeline
ENTRUST FINANCIAL LLC179$21.5K0.02%13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN172$20.7K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.171$20.6K0.01%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC163$19.7K0.01%-23913F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC162$19.5K0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV160$19K0.01%+113F-HRTimeline
Raleigh Capital Management Inc.158$19K0.01%-213F-HRTimeline
Boreal Capital Management LLC150$18K0.01%013F-HRTimeline
Clarity Asset Management, Inc.149$17.9K0.01%-12313F-HRTimeline
Kopp Family Office, LLC141$16.9K0.01%013F-HRTimeline
Peterson Wealth Services140$16.8K<0.01%-5,48213F-HRTimeline
Vermillion & White Wealth Management Gr…137$16.4K0.01%+113F-HRTimeline
Breakwater Investment Management136$16.3K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC127$15.2K<0.01%+113F-HRTimeline
Motiv8 Investments LLC128$15K0.01%new13F-HRTimeline
Arbor Wealth Management LLC\AZ120$14.5K0.01%13F-HRTimeline
Pioneer Family Office, LLC119$14.3K0.01%13F-HRTimeline
Archer Investment Corp117$14.1K<0.01%-8813F-HRTimeline
IFC & Insurance Marketing, Inc.120$14K0.01%13F-HRTimeline
PFS Partners, LLC115$13.9K0.01%+713F-HRTimeline
WPG Advisers, LLC115$13.8K0.01%-31613F-HRTimeline
Financial Management Professionals, Inc.114$13.7K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC109$13.1K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…107$12.9K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …105$12.6K<0.01%-1413F-HRTimelineGroup
Atlantic Private Wealth, LLC104$12.5K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co102$12.3K<0.01%013F-HRTimeline
SYM FINANCIAL Corp101$12.1K<0.01%-86913F-HRTimeline
Safe Harbor Fiduciary, LLC100$12K0.01%13F-HRTimeline
FIRST UNITED BANK & TRUST95$11.4K<0.01%013F-HRTimeline
Clean Yield Group87$10.5K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV85$10K<0.01%+413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.83$9.97K<0.01%+413F-HRTimeline
Kings Path Partners LLC82$9.86K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC80$9.61K0.01%13F-HRTimeline
AFFINITY WEALTH LLC79$9.49K0.01%+2313F-HRTimeline
Clayton Financial Group LLC79$9.45K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.78$9.37K0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.75$9.01K<0.01%013F-HRTimeline
IMG Wealth Management, Inc.73$8.77K0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC67$8.05K<0.01%013F-HRTimeline
Kozak & Associates, Inc.63$7.96K<0.01%-14513F-HRTimeline
BankChampaign, National Association252$7.81K0.01%13F-HRTimeline
Avalon Trust Co65$7.81K<0.01%-1,03813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.60$7.21K<0.01%013F-HRTimeline
Bullseye Investment Management, LLC55$6.61K<0.01%new13F-HRTimeline
Luminist Capital LLC50$6.01K0.01%013F-HRTimeline
Byrne Asset Management LLC48$5.77K<0.01%013F-HRTimeline
LONDON CO OF VIRGINIA47$5.68K<0.01%+4313F-HRTimeline
Parvin Asset Management, LLC45$5.41K<0.01%new13F-HRTimeline
Atomic Invest LLC43$5.26K<0.01%13F-HRTimeline
Paladin Partners, LLC43$5.17K<0.01%13F-HRTimeline
MANNING & NAPIER ADVISORS LLC40$4.81K<0.01%013F-HRTimeline
REICON WEALTH ADVISORS, LLC36$4.33K<0.01%13F-HRTimeline
True Wealth Design, LLC34$4.09K<0.01%new13F-HRTimeline
SWAN Capital LLC33$3.97K<0.01%+813F-HRTimeline
GODSEY & GIBB, INC31$3.73K<0.01%new13F-HRTimeline
Strategic Advocates LLC29$3.53K<0.01%new13F-HRTimeline
VESTOR CAPITAL, LLC785$3.51K0.34%-27,13313F-HRTimeline
Kilter Group LLC28$3.37K<0.01%013F-HRTimeline
Lummis Asset Management, LP27$3.25K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.25$3.04K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA24$2.88K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …24$2.88K<0.01%013F-HRTimelineGroup
Pingora Partners LLC23$2.76K<0.01%013F-HRTimeline
Greenline Wealth Management LLC20$2.4K<0.01%13F-HRTimeline
TOWER TRUST & INVESTMENT Co20$2.4K<0.01%-2013F-HRTimeline
Mendota Financial Group, LLC18$2.16K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.18$2.16K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/15$2K<0.01%013F-HRTimeline
LM Advisors LLC235$1.96K0.04%-1,72213F-HRTimeline
Frazier Financial Advisors, LLC16$1.92K<0.01%013F-HRTimeline
Commonwealth Retirement Investments LLC14$1.72K<0.01%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC9$1.08K<0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8$961<0.01%-513F-HRTimelineGroup
Morse Asset Management, Inc8$961<0.01%013F-HRTimeline
POM Investment Strategies, LLC4$481<0.01%-49613F-HRTimeline
REAP Financial Group, LLC4$481<0.01%-70113F-HRTimeline
Piedmont Capital Management, LLC/NC4$481<0.01%13F-HRTimeline
New England Capital Financial Advisors …2$241<0.01%013F-HRTimeline
Sunrise Financial Services, LLC2$240<0.01%13F-HRTimeline
Retirement Wealth Solutions LLC2$191<0.01%013F-HRTimeline
CKW FINANCIAL GROUP1$00%013F-HRTimelineValue filed as zero, left out of ratios.
Deane Retirement Strategies, Inc.1$28.6K-26,79313F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.