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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
PINNACLE ASSOCIATES LTD262,810$31.2M0.41%-83113F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION259,701$30.9M2.64%-19,64013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC258,593$30.7M2.09%+20,97513F-HRTimeline
Summit Financial Strategies, Inc.257,159$30.6M2.62%+16,14813F-HRTimeline
Horizon Investments, LLC254,848$30.3M0.4%+28,58713F-HRTimeline
RMR Wealth Builders253,923$30.2M2.53%+13,21213F-HRTimeline
VICUS CAPITAL253,694$30.1M2.3%-284,77213F-HRTimeline
OAKWORTH CAPITAL, INC.252,656$30M1.73%+7,95813F-HRTimeline
HB Wealth Management, LLC251,877$29.9M0.2%+3,14113F-HRTimeline
Financial Enhancement Group LLC249,074$29.7M3.99%-6213F-HRTimeline
MBL Wealth, LLC250,085$29.7M2.6%-1,27413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC249,762$29.7M0.18%+12,63913F-HR/ATimelineGroup
CATALYST FINANCIAL PARTNERS LLC248,691$29.6M3.56%-15,19113F-HRTimeline
HANCOCK WHITNEY CORP248,495$29.5M0.54%-4,48713F-HRTimeline
Capital Investment Advisors, LLC248,425$29.5M0.49%+71913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …248,145$29.5M0.61%+7,96113F-HRTimelineGroup
Madison Wealth Partners, Inc245,870$29.2M5.78%+76313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp245,525$29.2M0.09%+2,33513F-HRTimelineGroup
Single Point Partners, LLC242,493$28.8M5.85%+3,28213F-HRTimeline
LOWE BROCKENBROUGH & CO INC239,666$28.5M1.47%+10,16413F-HRTimeline
GUIDANCE CAPITAL, INC234,805$28.4M7.42%+232,55313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…239,207$28.4M0.39%-5,94913F-HRTimelineGroup
Round Rock Advisors LLC238,195$28.3M4.48%+12,98013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT236,055$28.1M1.68%+74213F-HRTimelineGroup
Northwest Quadrant Wealth Management, L…231,485$27.5M5.81%-168,90013F-HRTimeline
HEADINVEST, LLC228,960$27.2M5.62%-2,31913F-HRTimeline
First Financial Bankshares Inc228,473$27.1M0.56%-51,35513F-HRTimeline
Private Wealth Asset Management, LLC228,356$27.1M3.2%+3,86313F-HRTimeline
D.A. DAVIDSON & CO.227,476$27M0.17%-44,94413F-HRTimeline
Journey Advisory Group, LLC224,993$26.7M1.98%+1,01313F-HRTimeline
Legacy Advisors, LLC224,564$26.7M3.3%+200,26013F-HRTimeline
FIRST MERCHANTS CORP223,575$26.6M1%-4,47813F-HRTimeline
CAPITAL ADVISORS INC/OK223,431$26.6M0.44%+5,79513F-HRTimeline
Cedar Mountain Advisors, LLC223,310$26.5M5.17%-37613F-HRTimeline
Ashton Thomas Private Wealth, LLC223,030$26.5M0.69%+45,56113F-HRTimeline
World Investment Advisors222,663$26.5M0.54%+6,66713F-HRTimeline
Rehmann Capital Advisory Group221,766$26.4M1.44%+8,76913F-HRTimeline
O'Dell Group, LLC221,405$26.3M5.65%+34,95513F-HRTimeline
NorthRock Partners, LLC220,112$26.2M0.47%+196,02913F-HRTimeline
TRUEFG, LLC215,065$25.6M7.06%+3,67613F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC214,721$25.5M7.34%+8,66513F-HRTimeline
Midwest Trust Co214,214$25.5M0.33%-17,40813F-HRTimeline
ESL Trust Services, LLC213,478$25.4M4.98%-5,96013F-HRTimeline
Baron Wealth Management LLC212,658$25.3M8.36%-1,14413F-HRTimeline
Birch Hill Investment Advisors LLC211,405$25.1M1.06%-28,98913F-HRTimeline
Oakwell Private Wealth Management, LLC210,997$25.1M5.04%+6,38213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Apollon Wealth Management, LLCgroup of 2 filers holding210,382$25M+28,505Timeline
SMITH, MOORE & CO.209,747$24.9M1.91%+2,05813F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC208,690$24.8M0.26%+31,45613F-HRTimeline
Verum Partners LLC208,323$24.8M5.26%+5,82813F-HRTimeline
Kelman-Lazarov, Inc.204,354$24.3M3.6%+1,95313F-HRTimeline
1ST SOURCE BANK201,587$24M1.26%-5,05913F-HRTimeline
C V STARR & CO INC200,458$23.8M11%013F-HRTimeline
Harbour Trust & Investment Management Co200,383$23.8M2.46%-1,52713F-HRTimeline
Constellation Investments, Inc.200,000$23.8M1.11%013F-HRTimeline
Gladstone Institutional Advisory LLC199,810$23.7M0.91%+9,97813F-HRTimeline
Curi Capital, LLC199,534$23.7M0.44%-12,72413F-HRTimeline
Navalign, LLC197,876$23.5M6.2%+2,13113F-HRTimeline
King Wealth Management Group197,507$23.5M2.95%+8,06513F-HRTimeline
Roth Financial Partners LLC196,513$23.4M7.87%+1,69313F-HRTimeline
Pinnacle Financial Partners Inc196,356$23.3M0.56%+1,26913F-HRTimeline
WEST PACES ADVISORS INC.196,339$23.3M4.64%-7,05213F-HRTimeline
PITTENGER & ANDERSON INC194,623$23.1M0.85%+1,10813F-HRTimeline
Simmons Bankin group Simmons Bank194,053$23.1M1.54%-1,43813F-HRTimelineGroup
Perigon Wealth Management, LLC193,542$23M0.47%+58413F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC193,104$22.9M2.41%+17,45413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC189,929$22.7M3.75%+8,12613F-HRTimeline
Pathway Financial Advisors LLC190,701$22.7M3.02%+30,90113F-HRTimeline
Sigma Planning Corp190,514$22.6M0.64%+1,58213F-HRTimeline
NewEdge Wealth, LLC190,400$22.6M0.32%-31513F-HRTimeline
MACKENZIE FINANCIAL CORP185,410$22M0.03%+23,00013F-HRTimeline
Trifecta Capital Advisors, LLC184,745$22M3.34%-1,69613F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC183,851$21.8M3.18%-8,58213F-HRTimeline
QUADRANT CAPITAL GROUP LLC183,366$21.8M0.71%-4,39013F-HRTimeline
Lutz Financial Services LLC179,914$21.4M1.55%+1,67013F-HRTimeline
CJM Wealth Advisers, Ltd.179,697$21.4M6.56%-25,68413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP178,979$21.3M0.03%new13F-HRTimelineGroup
Smithfield Trust Co178,266$21.2M0.95%-1,45613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…177,758$21.1M1.59%-58113F-HRTimeline
ENZI WEALTH178,659$21M7.4%-1,54213F-HRTimeline
Harbor Group, Inc.176,854$21M3.34%-5,80513F-HRTimeline
Cornerstone Advisory, LLC176,413$21M2.06%-8,33513F-HRTimeline
Integrated Wealth Concepts LLC175,983$20.9M0.19%+73713F-HRTimeline
Crescent Grove Advisors, LLC175,278$20.8M1.99%-6,62413F-HRTimeline
Trustees of Dartmouth College174,600$20.7M5.33%013F-HRTimeline
Fusion Family Wealth, LLC174,462$20.7M1.55%-4,76813F-HRTimeline
Summit Asset Management, LLC173,687$20.6M3.17%+48813F-HRTimeline
EFG Private Wealth Management (Americas…173,522$20.6M3.56%+1,97013F-HRTimeline
CWS Financial Advisors, LLC173,494$20.6M5.72%-45713F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…173,394$20.6M6.03%+7,11413F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC172,892$20.5M9.85%+6,75413F-HRTimeline
Twele Capital Management, Inc.172,639$20.5M3.79%+2,45913F-HRTimeline
PKS Advisory Services, LLC172,141$20.5M4.27%+90513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC171,736$20.4M1.3%+17,44413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC170,723$20.3M0.48%+98513F-HRTimeline
Fort Henry Capital, LLC169,624$20.2M12.8%+3,80013F-HRTimeline
CoreCap Advisors, LLC169,255$20.1M0.73%-3,26313F-HRTimeline
TRUST CO OF VERMONT167,447$19.9M0.87%-17,28113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…167,299$19.9M2.91%+2,57313F-HRTimeline
New England Professional Planning Group…171,220$19.8M9.06%+2,86413F-HRTimeline
MainStreet Investment Advisors LLC165,739$19.7M2.65%-8,14613F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC165,159$19.6M0.55%-1,28313F-HRTimeline
Pure Financial Advisors, LLC165,142$19.6M0.31%+2,06913F-HRTimeline
BOK Financial Private Wealth, Inc.164,997$19.6M1.23%-10,96513F-HRTimeline
WASHINGTON TRUST Co164,979$19.6M0.64%+63913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC163,314$19.4M0.31%-3,95113F-HRTimeline
Bristlecone Advisors, LLC163,270$19.4M1.62%+7,99613F-HRTimeline
FFT WEALTH MANAGEMENT LLC163,049$19.4M3.56%+4,43013F-HRTimeline
Goelzer Investment Management, Inc.162,553$19.3M1.02%-2,13913F-HRTimeline
COURIER CAPITAL LLC162,320$19.3M1.11%+5,07513F-HRTimeline
Whitcomb & Hess, Inc.161,762$19.2M4.94%+6,99913F-HRTimeline
Iowa State Bank161,185$19.2M3.65%-18,72413F-HRTimeline
Granite Bay Wealth Management, LLC161,029$19.1M4.98%-63,92913F-HRTimeline
Human Investing LLC160,591$19.1M2.82%+7,65913F-HRTimeline
SEGALL BRYANT & HAMILL, LLC160,538$19.1M0.25%+20,57913F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC160,260$19M0.21%-12,76013F-HRTimelineGroup
OneDigital Investment Advisors LLC159,476$19M0.19%+1,97213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…158,632$18.9M3.32%-4,01813F-HRTimeline
FSM Wealth Advisors, LLC158,337$18.8M2.66%+18,96013F-HRTimeline
Keener Financial Planning LLC157,648$18.7M8.69%+5,98013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…157,533$18.7M1.55%-1113F-HRTimelineGroup
Summit Financial Wealth Advisors, LLC156,939$18.7M2.9%+2,10213F-HRTimeline
YHB Investment Advisors, Inc.157,195$18.7M1.37%-49,57713F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.163,381$18.7M8.56%-1,93013F-HRTimeline
RWA WEALTH PARTNERS, LLC156,847$18.6M0.21%-5,29813F-HRTimeline
Caliber Wealth Management, LLC / KS156,250$18.6M2.07%-3,27013F-HRTimeline
FineMark National Bank & Trust154,989$18.4M0.6%+6,80713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding154,204$18.3M+1,348Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.154,067$18.3M0.03%-10,55613F-HRTimelineGroup
Mullooly Asset Management, Inc.154,055$18.3M7.02%+97913F-HRTimeline
Chicago Partners Investment Group LLC151,185$18.2M0.48%-55913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC152,900$18.2M0.02%+43,50013F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.152,880$18.2M0.95%+2,52613F-HRTimeline
GFS Advisors, LLC152,833$18.2M2.32%+3,27813F-HRTimeline
Conservest Capital Advisors, Inc.152,831$18.2M1.68%-51213F-HRTimeline
Sunflower Bank, N.A.151,472$18M4.38%-1,69513F-HRTimeline
Wealthspire Retirement, LLC150,846$17.9M1.14%+1,68713F-HR/ATimeline
NewSquare Capital LLC150,720$17.9M1.21%-3,84013F-HRTimeline
BANK OF STOCKTON150,415$17.9M5.09%-99513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding148,966$17.7M+1,004Timeline
SAGESPRING WEALTH PARTNERS, LLC148,070$17.6M0.34%-9,23913F-HRTimeline
Summit Financial, LLC147,692$17.6M0.27%+60,73913F-HRTimeline
FIDUCIENT ADVISORS LLC147,248$17.5M2.04%-1,02213F-HRTimeline
Arkadios Wealth Advisors146,857$17.5M0.43%+64,81013F-HRTimeline
CWM, LLCin group CWM, LLC146,406$17.4M0.05%-2,53013F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC146,401$17.4M1.82%+7,70013F-HRTimeline
Beacon Pointe Advisors, LLC146,240$17.4M0.15%+2,80313F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC145,022$17.2M5.87%+3,20713F-HRTimeline
Prime Capital Investment Advisors, LLC144,862$17.2M0.22%-2,26813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT144,818$17.2M0.33%+3,08913F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC144,041$17.1M8.02%+4,06713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…143,540$17.1M10.92%-2,71213F-HRTimeline
LTG Capital LLC143,500$17.1M13.42%+9,23113F-HRTimeline
jvl associates llc142,411$16.9M5.6%-6,52013F-HRTimeline
Crewe Advisors LLC141,940$16.9M1.61%+5,24413F-HRTimeline
Fiduciary Alliance LLC141,822$16.9M1.13%+11,11513F-HRTimeline
Hansen & Associates Financial Group, In…14,082$16.8M7.05%new13F-HRTimeline
Obsidian Personal Planning Solutions LLC142,417$16.8M5.82%+2,72213F-HRTimeline
Liquid Strategies, LLC140,994$16.8M3.45%+18,92813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC138,972$16.5M0.13%+9,14813F-HRTimelineGroup
SCS Capital Management LLC138,084$16.4M0.18%-18,08713F-HRTimeline
Arkos Global Advisors137,865$16.4M2.09%+1,34013F-HRTimeline
Welch & Forbes LLC137,641$16.4M0.2%+8,36113F-HRTimeline
Apexium Financial, LP137,254$16.3M0.79%-1,20313F-HRTimeline
LGL PARTNERS, LLC136,855$16.3M6.93%-1,11913F-HRTimeline
HORAN Wealth, LLC136,785$16.3M2.56%+130,50213F-HRTimeline
State of Tennessee, Department of Treas…134,711$16M0.05%-45013F-HRTimeline
Fairway Wealth LLC133,868$15.9M4.46%+5,10813F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …133,542$15.9M0.01%-8,56913F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC132,802$15.8M2.17%-1,40013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC132,525$15.7M0.32%+7,05713F-HRTimelineGroup
Hardy Reed LLC132,434$15.7M1.16%013F-HRTimeline
Heck Capital Advisors, LLC131,511$15.6M1.21%-5,53713F-HRTimeline
ProVise Management Group, LLC131,391$15.6M1.15%-1,33713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP130,968$15.6M0.96%+3,75713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…130,722$15.5M0.27%-2,82313F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC129,872$15.4M0.31%-8,13313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC129,128$15.3M0.35%-9,51913F-HRTimeline
XML Financial, LLC128,830$15.3M1.25%-1,36913F-HRTimeline
Ironwood Financial, llc128,773$15.3M2.71%+19,47913F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC128,548$15.3M1.34%+4,12913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC128,458$15.3M0.38%+2513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…128,000$15.2M0.05%+12,00013F-HRTimelineGroup
Centerpoint Advisors, LLC127,826$15.2M4.71%+2,01313F-HRTimeline
Legacy Financial Strategies, LLC127,714$15.2M2.74%-34,14313F-HRTimeline
Omega Financial Group, LLC127,381$15.1M5.09%+5,29613F-HRTimeline
Venture Visionary Partners LLC127,285$15.1M0.52%+52413F-HRTimeline
Laurel Wealth Advisors LLC126,248$15M2.1%+63113F-HRTimeline
Heritage Investment Group, Inc.124,691$14.8M2.37%+8,58413F-HRTimeline
Guidance Point Advisors, LLC123,596$14.7M3.54%-5,78513F-HRTimeline
Panoramic Capital Partners, LLC123,357$14.7M9.42%+5,05413F-HRTimeline
BAILARD, INC.122,519$14.6M0.32%-1,55413F-HRTimeline
Galvin, Gaustad & Stein, LLC122,265$14.5M1.18%-29,50313F-HRTimeline
Orion Porfolio Solutions, LLC121,869$14.5M0.11%-4,12013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.121,618$14.5M5.22%+4,90413F-HRTimeline
BURLING WEALTH PARTNERS, LLC121,205$14.4M2.38%-5,99713F-HRTimeline
First Bank & Trust120,841$14.4M2.42%-6,31513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp119,735$14.2M0.66%-25,79613F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC119,720$14.2M0.14%-4,15213F-HRTimeline
Investment Advisory Group, LLC119,395$14.2M3.86%+1,87013F-HRTimeline