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Disclosery

IJR ISHARES TR

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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
RTD Financial Advisors, Inc.271,427$40.3M4.39%-10,09113F-HRTimeline
LOWE BROCKENBROUGH & CO INC270,876$40.2M1.79%+6,27513F-HRTimeline
MBL Wealth, LLC269,424$40M2.73%+4,75013F-HRTimeline
Hudock, Inc.268,825$39.9M5.1%-7,58513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT267,227$39.6M2.13%-3,80613F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.265,976$39.4M0.37%+13,90213F-HRTimeline
CX Institutional264,980$39.3M1.13%+181,64613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC264,731$39.3M0.06%-6,40813F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC263,902$39.1M0.48%+1,57513F-HRTimeline
MassMutual Private Wealth & Trust, FSB262,909$39M1.01%-12,83213F-HRTimeline
NorthRock Partners, LLC262,654$39M0.57%-12,14913F-HRTimeline
Valmark Advisers, Inc.259,402$38.5M0.41%-18,02413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC256,339$38M0.71%+28,18613F-HRTimeline
GUIDANCE CAPITAL, INC258,295$38M8.13%+3,61613F-HRTimeline
Merit Financial Group, LLC249,788$37M0.23%-1,68613F-HR/ATimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC248,639$36.6M3.23%-21,37613F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC246,133$36.5M0.44%-14,33013F-HRTimelineGroup
HANCOCK WHITNEY CORP245,713$36.4M0.61%-3,65913F-HRTimeline
FSA WEALTH PARTNERS, INC.245,460$36.4M9.12%+198,79413F-HRTimeline
Round Rock Advisors LLC244,807$36.3M4.68%+5,82513F-HRTimeline
Single Point Partners, LLC244,736$36.3M6.39%+1,01913F-HRTimeline
Financial Enhancement Group LLC240,361$35.6M4.26%-15,08213F-HRTimeline
Ashton Thomas Private Wealth, LLC240,301$35.6M0.74%-5,86013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC238,972$35.5M0.1%+18,79413F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK238,871$35.4M0.16%+5,00913F-HRTimelineGroup
CAPITAL ADVISORS INC/OK236,149$35M0.52%-30913F-HRTimeline
Private Wealth Asset Management, LLC234,697$34.9M3.36%-13,56713F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.231,188$34.3M0.04%-9,65313F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC229,782$34.1M4%+2,86713F-HRTimeline
PINNACLE ASSOCIATES LTD229,466$34M0.37%-8,31913F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC228,635$33.9M8.39%+1,70713F-HRTimeline
HEADINVEST, LLC227,212$33.7M6.28%-1,69713F-HRTimeline
Resonant Capital Advisors, LLC226,102$33.5M1.6%-1,18313F-HRTimeline
COURIER CAPITAL LLC224,209$33.3M1.66%+12,35013F-HRTimeline
Rehmann Capital Advisory Group223,806$33.2M1.52%-9,77813F-HRTimeline
Cedar Mountain Advisors, LLC223,326$33.1M5.7%+15813F-HRTimeline
Oakwell Private Wealth Management, LLC223,030$33.1M5.48%-12,47213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
1ST SOURCE BANK221,846$32.9M1.49%+8,28813F-HRTimeline
Bogart Wealth, LLC221,696$32.9M1.13%+216,21713F-HRTimeline
LTG Capital LLC221,544$32.9M21.98%+75713F-HRTimeline
Gladstone Institutional Advisory LLC220,151$32.7M1.03%+2,90813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…218,871$32.5M0.39%-1,47313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC218,839$32.5M0.01%+74,16013F-HRTimelineGroup
Liquid Strategies, LLC218,767$32.4M4.43%+69,44013F-HRTimeline
TRUEFG, LLC217,789$32.3M7.54%+1,72313F-HRTimeline
SMITH, MOORE & CO.215,831$32M2.08%-73713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding214,217$31.8M+93,561Timeline
Birch Hill Investment Advisors LLC213,825$31.7M1.28%+2,99313F-HRTimeline
PITTENGER & ANDERSON INC213,186$31.6M1.13%+5,24313F-HRTimeline
Conservest Capital Advisors, Inc.211,934$31.4M2.5%-48313F-HRTimeline
Kelman-Lazarov, Inc.210,298$31.2M4.09%-1,89513F-HRTimeline
Consolidated Portfolio Review Corp209,352$31M2.59%-2,39513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding208,971$31M-3,185Timeline
King Wealth Management Group208,614$30.9M3.38%+2,48113F-HRTimeline
FFT WEALTH MANAGEMENT LLC208,485$30.9M4.84%+16,62413F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC208,300$30.9M2.91%+2,91513F-HRTimeline
Pathway Financial Advisors LLC210,271$30.8M3.59%-1,72813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC206,827$30.7M3.04%-8,96713F-HRTimeline
FIRST MERCHANTS CORP205,687$30.5M1.07%-6,80413F-HRTimeline
Northwest Quadrant Wealth Management, L…205,429$30.5M5.64%-2,64213F-HRTimeline
Trifecta Capital Advisors, LLC204,841$30.4M3.91%+9413F-HRTimeline
Factor Wealth Management LTD204,066$30.3M4.58%+78,84613F-HRTimeline
FORM Wealth Advisors, LLC202,481$30M3.3%-14,59613F-HRTimeline
World Investment Advisors237,856$29.8M0.49%-25,10413F-HRTimeline
Curi Capital, LLC200,648$29.8M0.46%-13,16213F-HRTimeline
C V STARR & CO INC200,458$29.7M15.87%013F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK198,503$29.4M2.39%13F-HRTimeline
Roth Financial Partners LLC198,008$29.4M8.73%+3,89213F-HRTimeline
EARNED WEALTH ADVISORS, LLC196,095$29.1M1.88%+89713F-HRTimeline
Harbour Trust & Investment Management Co195,906$29.1M2.8%-2,25713F-HRTimeline
Parkway Wealth Management Group, LLC195,685$29M3.35%-7313F-HRTimeline
Lutz Financial Services LLC194,808$28.9M1.76%+2,95913F-HRTimeline
Midwest Trust Co194,652$28.9M0.33%-6,14113F-HRTimeline
Perigon Wealth Management, LLC193,257$28.7M0.45%+4,52513F-HRTimeline
Planning Project LLC197,821$28.6M5.7%13F-HRTimeline
Verum Partners LLC192,172$28.5M4.31%+8,19913F-HRTimeline
Fiduciary Alliance LLC192,108$28.5M1.93%-1,27813F-HRTimeline
Arkadios Wealth Advisors191,033$28.3M0.44%-15,10813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC189,650$28.1M1.52%+10,88813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC189,495$28.1M0.01%-16,70313F-HRTimelineGroup
Inlight Wealth Management, LLC215,175$28M8.92%+14,72913F-HRTimeline
New Harbor Financial Group, LLC188,643$28M4.45%new13F-HRTimeline
Integrated Wealth Concepts LLC188,377$27.9M0.18%+8,64313F-HR/ATimeline
Cornerstone Advisory, LLC187,775$27.8M2.31%+4,65813F-HRTimeline
Evergreen Advisors, LLC185,830$27.6M5.88%+3,23913F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC184,857$27.4M0.54%+22,18813F-HRTimelineGroup
WEST PACES ADVISORS INC.184,651$27.4M4.59%-4,05713F-HRTimeline
D.A. DAVIDSON & CO.183,817$27.3M0.15%-9,26713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC184,764$27M3.87%-3,80613F-HRTimeline
Simmons Bankin group Simmons Bank181,078$26.9M1.53%-8,44413F-HRTimelineGroup
Smithfield Trust Co180,676$26.8M1.07%-3,12913F-HRTimeline
Crewe Advisors LLC180,397$26.8M1.94%+6,54913F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC179,908$26.7M10.14%+1,24713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA179,090$26.6M0.04%-62013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC178,566$26.5M0.73%+3,68813F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…178,556$26.5M6.82%+4,51713F-HRTimeline
Whitcomb & Hess, Inc.177,798$26.4M5.7%+3,19213F-HRTimeline
New England Professional Planning Group…177,489$26.3M9.82%+15613F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC176,843$26.2M0.34%-1,22513F-HRTimeline
EFG International AGin group EFG International AG176,739$26.2M0.48%-4,10713F-HRTimelineGroup
Summit Asset Management, LLC175,893$26.1M3.34%-77113F-HRTimeline
Keener Financial Planning LLC175,331$26M9.3%+3,91913F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp173,774$25.8M0.09%-4,15713F-HRTimelineGroup
TRUST CO OF VERMONT172,840$25.6M0.96%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC172,610$25.6M0.7%-62813F-HRTimeline
ESL Trust Services, LLC171,804$25.5M4.34%+28613F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP171,653$25.5M0.29%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
SOUTHERN CAPITAL ADVISORS, LLC170,944$25.4M10.59%+8,12413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…170,780$25.3M3.2%+3,09913F-HRTimeline
Pure Financial Advisors, LLC170,533$25.3M0.32%-87313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC170,430$25.3M2.19%+9,40613F-HRTimeline
Fort Henry Capital, LLC170,176$25.2M13.9%-3,15313F-HRTimeline
CJM Wealth Advisers, Ltd.170,022$25.2M6.62%-4,83113F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC169,976$25.2M0.28%+17,14113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding168,921$25.1M+528Timeline
Crescent Grove Advisors, LLC168,109$24.9M2.11%-2,34013F-HRTimeline
Fusion Family Wealth, LLC167,000$24.8M1.65%-6,89113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC166,353$24.7M0.43%+1,08313F-HRTimeline
Twele Capital Management, Inc.165,931$24.6M4.02%-7,66713F-HRTimeline
WASHINGTON TRUST Co165,759$24.6M0.76%-2,78813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC164,400$24.4M0.15%-12,53713F-HRTimelineGroup
Arkos Global Advisors163,985$24.3M2.88%+14,85913F-HRTimeline
Navalign, LLC163,755$24.3M5.66%-2,43213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …162,012$24M0.46%+16,37613F-HRTimelineGroup
Baron Wealth Management LLC161,676$24M6.22%-10,55213F-HRTimeline
Harbor Group, Inc.161,309$23.9M2.81%-2,96013F-HRTimeline
Belpointe Asset Management LLC160,590$23.8M0.78%+14,63313F-HRTimeline
RWA WEALTH PARTNERS, LLC158,942$23.6M0.23%+38,65913F-HRTimeline
PKS Advisory Services, LLC158,101$23.4M3.74%-1,65013F-HRTimeline
Federation des caisses Desjardins du Qu…157,726$23.4M0.07%+74,59813F-HRTimeline
Wallington Asset Management, LLC157,161$23.3M2.86%-57213F-HRTimeline
FSM Wealth Advisors, LLC156,774$23.3M2.49%+4,22313F-HRTimeline
Financiere des Professionnels - Fonds d…155,900$23.1M1.3%+33,60013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…155,426$23.1M3.51%-72213F-HRTimeline
Goelzer Investment Management, Inc.155,008$23M1%-5,89313F-HRTimeline
Chicago Partners Investment Group LLC158,057$22.9M0.46%+93513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC154,150$22.9M2.4%-2,06513F-HRTimeline
Wilmington Savings Fund Society, FSB154,133$22.9M0.51%+29,90513F-HRTimeline
Human Investing LLC153,594$22.8M2.95%+2,72513F-HR/ATimeline
Wealthspire Retirement, LLC153,299$22.4M1.23%-22,26613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC150,833$22.4M1.51%+6,31213F-HRTimeline
Fortis Capital Advisors, LLC149,636$22.2M2.5%+8,51913F-HRTimeline
Caliber Wealth Management, LLC / KS149,234$22.1M2.14%-2,09713F-HRTimeline
Mullooly Asset Management, Inc.148,841$22.1M6.79%-2,34113F-HRTimeline
BOK Financial Private Wealth, Inc.147,821$21.9M1.12%-6,37813F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC147,673$21.9M0.42%+6,60413F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC146,567$21.7M6.62%-1,67713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…146,097$21.7M1.29%-7,70513F-HRTimeline
SAPIENT CAPITAL LLC145,481$21.6M0.28%+19,02713F-HR/ATimeline
Heritage Investment Group, Inc.145,479$21.6M2.9%+6,91013F-HRTimeline
NewEdge Wealth, LLC145,460$21.6M0.22%+13,60213F-HRTimeline
SEGALL BRYANT & HAMILL, LLC145,335$21.6M0.26%-5,67213F-HRTimeline
Empirical Financial Services, LLC d.b.a…144,071$21.4M0.31%+12,44913F-HRTimeline
MainStreet Investment Advisors LLC143,922$21.3M2.91%-10,02713F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.146,072$21.2M8.98%-8,57913F-HRTimeline
Waverly Advisors, LLC141,447$21M0.12%+34,14313F-HRTimeline
Composition Wealth, LLC141,289$21M0.25%-3,99913F-HRTimeline
CERTUITY, LLC141,083$20.9M1.03%+17,28413F-HRTimeline
Fairway Wealth LLC140,694$20.9M4.77%-44513F-HRTimeline
jvl associates llc140,331$20.8M5.9%-1,98613F-HRTimeline
Summit Financial Wealth Advisors, LLC138,274$20.5M2.62%+70813F-HRTimeline
Welch & Forbes LLC138,219$20.5M0.25%-2,92513F-HRTimeline
Summit Financial, LLC137,369$20.4M0.22%+6,17913F-HRTimeline
YHB Investment Advisors, Inc.136,354$20.2M1.3%-33013F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…136,000$20.2M0.04%013F-HRTimelineGroup
LGL PARTNERS, LLC135,548$20.1M7.35%+68013F-HRTimeline
Omega Financial Group, LLC135,396$20.1M6.11%+1,97313F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…135,031$20M0.28%+25,63113F-HRTimelineGroup
Sigma Planning Corp135,003$20M0.5%-39,25413F-HRTimeline
Prime Capital Investment Advisors, LLC134,779$20M0.19%+25513F-HRTimeline
Panoramic Capital Partners, LLC134,244$19.9M9.41%+5,63713F-HRTimeline
Ironwood Financial, llc136,668$19.8M3.1%+2,18513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP133,556$19.8M0.92%-82013F-HRTimeline
BURLING WEALTH PARTNERS, LLC132,558$19.7M2.88%+2,72713F-HRTimeline
Venture Visionary Partners LLC132,480$19.6M0.55%+7,39013F-HRTimeline
Newton One Investments LLC132,452$19.6M4.95%-3,69213F-HRTimeline
Hardy Reed LLC132,425$19.6M1.26%+4813F-HRTimeline
Paradigm, Strategies in Wealth Manageme…131,057$19.4M11.84%+48213F-HRTimeline
Sunflower Bank, N.A.130,919$19.4M4.64%-3,15913F-HR/ATimeline
VICUS CAPITAL130,718$19.4M1.25%-5,48813F-HRTimeline
Gotham Asset Management, LLC130,430$19.3M0.05%+14,01613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC129,926$19.3M0.32%-2,32013F-HRTimeline
Quantinno Capital Management LP129,361$19.2M0.02%+45,33013F-HRTimeline
CoreCap Advisors, LLC128,668$19.1M0.56%+2,80413F-HRTimeline
Laurel Wealth Advisors LLC128,641$19.1M1.85%-7113F-HRTimeline
State of Tennessee, Department of Treas…127,699$18.9M0.06%013F-HRTimeline
McKinley Carter Wealth Services, Inc.127,386$18.9M0.98%-913F-HRTimeline
Heck Capital Advisors, LLC127,339$18.9M1.13%-1,80013F-HRTimeline
Royal Fund Management, LLC126,760$18.8M1.57%new13F-HRTimeline
Robertson Stephens Wealth Management, L…125,562$18.6M0.46%-11,37013F-HRTimeline
BANK OF STOCKTON124,554$18.5M5.18%-3,66113F-HRTimeline
Regal Investment Advisors LLC124,445$18.5M0.96%+2,24213F-HRTimeline
Guidance Point Advisors, LLC124,275$18.4M3.89%-1,95113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC123,081$18.3M0.39%-77913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.122,915$18.2M5.59%-2,01813F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC122,891$18.2M7.38%+1,46113F-HRTimeline
First Bank & Trust122,888$18.2M2.68%+813F-HRTimeline
Francis Financial, Inc.122,631$18.2M2.98%-34813F-HRTimeline
Modern Wealth Management, LLC122,413$18.2M0.22%+88213F-HRTimeline
Community Bank, N.A.121,836$18.1M1.95%+8,11613F-HRTimeline