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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
Financial Enhancement Group LLC249,927$32.5M4.23%+85313F-HRTimeline
Legacy Advisors, LLC270,302$32.5M3.49%+45,73813F-HRTimeline
GUIDANCE CAPITAL, INC247,574$32.3M7.89%+12,76913F-HRTimeline
PINNACLE ASSOCIATES LTD262,157$31.5M0.4%-65313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC261,899$31.5M1.85%+3,30613F-HRTimeline
HANCOCK WHITNEY CORP261,224$31.4M0.57%+12,72913F-HRTimeline
OAKWORTH CAPITAL, INC.257,477$30.9M1.69%+4,82113F-HRTimeline
MBL Wealth, LLC256,532$30.8M2.47%+6,44713F-HRTimeline
LOWE BROCKENBROUGH & CO INC256,403$30.8M1.52%+16,73713F-HRTimeline
Horizon Investments, LLC250,307$30.1M0.38%-4,54113F-HRTimeline
HB Wealth Management, LLC249,759$30M0.19%-2,11813F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC249,350$30M0.34%+89,09013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.246,674$29.6M0.05%+92,60713F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp245,943$29.6M0.09%+41813F-HRTimelineGroup
World Investment Advisors244,728$29.4M0.48%+22,06513F-HR/ATimeline
Merit Financial Group, LLC244,511$29.4M0.24%+139,59213F-HRTimeline
Vestmark Advisory Solutions, Inc.242,969$29.2M0.39%+124,38813F-HRTimeline
Single Point Partners, LLC242,702$29.2M5.77%+20913F-HRTimeline
Round Rock Advisors LLC241,647$29M4.37%+3,45213F-HR/ATimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT239,069$28.7M1.66%+3,01413F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC235,713$28.3M0.16%-14,04913F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC233,866$28.1M3.13%-14,82513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…232,450$27.9M0.37%-6,75713F-HRTimelineGroup
Private Wealth Asset Management, LLC231,860$27.9M3.03%+3,50413F-HRTimeline
Rehmann Capital Advisory Group229,364$27.8M1.45%+7,59813F-HRTimeline
HEADINVEST, LLC230,323$27.7M5.5%+1,36313F-HRTimeline
First Financial Bankshares Inc229,225$27.5M0.55%+75213F-HRTimeline
CAPITAL ADVISORS INC/OK226,965$27.3M0.44%+3,53413F-HRTimeline
Cedar Mountain Advisors, LLC225,413$27.1M5.23%+2,10313F-HRTimeline
MACKENZIE FINANCIAL CORP221,150$26.9M0.03%+35,74013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC220,700$26.9M0.03%+67,80013F-HRTimelineGroup
PROATHLETE WEALTH MANAGEMENT LLC222,180$26.8M7.3%+7,45913F-HRTimeline
Curi Capital, LLC221,700$26.6M0.46%+22,16613F-HRTimeline
Oakwell Private Wealth Management, LLC221,021$26.6M4.96%+10,02413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LTG Capital LLC219,182$26.3M20.53%+75,68213F-HRTimeline
FIRST MERCHANTS CORP218,188$26.2M0.97%-5,38713F-HRTimeline
FORM Wealth Advisors, LLC217,827$26.2M3.06%13F-HRTimeline
Northwest Quadrant Wealth Management, L…215,056$25.8M5.35%-16,42913F-HRTimeline
Parkway Wealth Management Group, LLC215,012$25.8M3.47%13F-HRTimeline
TRUEFG, LLC214,722$25.8M6.92%-34313F-HRTimeline
SMITH, MOORE & CO.213,726$25.7M1.94%+3,97913F-HRTimeline
Verum Partners LLC213,721$25.7M5.18%+5,39813F-HRTimeline
Nan Shan Life Insurance Co., Ltd.213,194$25.6M0.79%-128,89513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding212,941$25.6M+2,559Timeline
Pathway Financial Advisors LLC204,609$25.5M3.21%+13,90813F-HRTimeline
Consolidated Portfolio Review Corp211,747$25.4M2.2%+173,12913F-HRTimeline
Birch Hill Investment Advisors LLC211,673$25.4M1.06%+26813F-HRTimeline
Gladstone Institutional Advisory LLC209,979$25.2M0.95%+10,16913F-HRTimeline
D.A. DAVIDSON & CO.209,755$25.2M0.15%-17,72113F-HRTimeline
Kelman-Lazarov, Inc.209,258$25.1M3.59%+4,90413F-HRTimeline
Arkadios Wealth Advisors209,167$25.1M0.5%+62,31013F-HRTimeline
1ST SOURCE BANK204,561$24.6M1.29%+2,97413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC204,282$24.6M0.1%new13F-HRTimelineGroup
Midwest Trust Co203,332$24.4M0.3%-10,88213F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC202,824$24.4M2.54%+9,72013F-HRTimeline
King Wealth Management Group200,726$24.1M2.91%+3,21913F-HRTimeline
Harbour Trust & Investment Management Co200,511$24.1M2.46%+12813F-HRTimeline
C V STARR & CO INC200,458$24.1M13.24%013F-HRTimeline
Constellation Investments, Inc.200,000$24M0.74%013F-HRTimeline
PITTENGER & ANDERSON INC199,258$23.9M0.92%+4,63513F-HRTimeline
Roth Financial Partners LLC198,275$23.8M7.86%+1,76213F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC187,909$23.8M0.26%-20,78113F-HRTimeline
Perigon Wealth Management, LLC196,087$23.6M0.42%+2,54513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC191,997$23.3M3.69%+2,06813F-HRTimeline
WEST PACES ADVISORS INC.193,807$23.3M4.51%-2,53213F-HRTimeline
Sigma Planning Corp193,672$23.3M0.64%+3,15813F-HRTimeline
Simmons Bankin group Simmons Bank191,385$23M1.54%-2,66813F-HRTimelineGroup
Lutz Financial Services LLC191,033$23M1.56%+11,11913F-HRTimeline
Baron Wealth Management LLC190,826$22.9M7.07%-21,83213F-HRTimeline
EARNED WEALTH ADVISORS, LLC189,913$22.8M1.62%new13F-HR/ATimeline
Public Sector Pension Investment Board189,889$22.8M0.08%-96,07913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …189,815$22.8M0.45%-58,33013F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC184,252$22.1M3.1%+40113F-HRTimeline
EFG International AGin group EFG International AG183,778$22.1M0.43%13F-HRTimelineGroup
Trifecta Capital Advisors, LLC183,468$22M3.26%-1,27713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC182,154$21.9M0.01%new13F-HR/ATimelineGroup
Whitcomb & Hess, Inc.171,063$21.6M5.1%+9,30113F-HRTimeline
Beacon Pointe Advisors, LLC179,033$21.5M0.15%+32,79313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA178,700$21.5M0.03%-185,50013F-HRTimelineGroup
Smithfield Trust Co178,709$21.5M0.95%+44313F-HRTimeline
CJM Wealth Advisers, Ltd.178,360$21.4M6.41%-1,33713F-HRTimeline
Pinnacle Wealth Management Advisory Gro…178,061$21.4M1.47%+30313F-HRTimeline
Evergreen Advisors, LLC177,537$21.3M5.2%13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC176,815$21.2M1.31%+5,07913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC176,783$21.2M1.02%+88,84113F-HRTimeline
QUADRANT CAPITAL GROUP LLC176,182$21.2M0.64%-7,18413F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC175,340$21.1M9.46%+2,44813F-HRTimeline
Twele Capital Management, Inc.174,979$21M3.76%+2,34013F-HRTimeline
TRUST CO OF VERMONT174,789$21M0.88%+7,34213F-HRTimeline
Fusion Family Wealth, LLC174,741$21M1.59%+27913F-HRTimeline
Trustees of Dartmouth College174,600$21M5.34%013F-HRTimeline
New England Professional Planning Group…174,508$21M8.79%+3,28813F-HRTimeline
Summit Asset Management, LLC174,220$20.9M2.96%+53313F-HRTimeline
Cornerstone Advisory, LLC174,080$20.9M1.99%-2,33313F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…174,039$20.9M6.08%+64513F-HRTimeline
Planning Project LLC173,293$20.8M5.23%13F-HRTimeline
Harbor Group, Inc.172,733$20.8M3.11%-4,12113F-HRTimeline
Crescent Grove Advisors, LLC172,334$20.7M1.97%-2,94413F-HRTimeline
Fort Henry Capital, LLC171,843$20.7M12.65%+2,21913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC171,587$20.6M0.17%+32,61513F-HRTimelineGroup
CoreCap Advisors, LLC170,527$20.5M0.72%+1,27213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC170,461$20.5M0.46%-26213F-HRTimeline
ESL Trust Services, LLC170,454$20.5M3.93%-43,02413F-HRTimeline
CWS Financial Advisors, LLC170,351$20.5M5.56%-3,14313F-HRTimeline
FFT WEALTH MANAGEMENT LLC169,993$20.4M3.89%+6,94413F-HRTimeline
Integrated Wealth Concepts LLC169,346$20.4M0.24%-6,63713F-HRTimeline
VICUS CAPITAL168,754$20.3M1.52%-84,94013F-HRTimeline
WASHINGTON TRUST Co168,744$20.3M0.66%+3,76513F-HRTimeline
Pure Financial Advisors, LLC168,644$20.3M0.3%+3,50213F-HRTimeline
Human Investing LLC168,023$20.2M2.85%+7,43213F-HRTimeline
Moss Adams Wealth Advisors LLC167,584$20.1M1.46%-684,57513F-HRTimeline
Qube Research & Technologies Ltd167,434$20.1M0.03%+162,08113F-HRTimeline
Granite Bay Wealth Management, LLC167,341$20.1M4.87%+6,31213F-HRTimeline
CWM, LLCin group CWM, LLC166,918$20.1M0.05%+20,51213F-HRTimelineGroup
FineMark National Bank & Trust166,606$20M0.62%+11,61713F-HRTimeline
Keener Financial Planning LLC166,379$20M8.64%+8,73113F-HRTimeline
COURIER CAPITAL LLC166,227$20M1.12%+3,90713F-HRTimeline
Navalign, LLC165,622$19.9M4.89%-32,25413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding165,049$19.8M+16,083Timeline
IRONWOOD WEALTH MANAGEMENT, INC.156,605$19.8M8.88%-6,77613F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…163,894$19.7M2.84%-3,40513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC163,821$19.7M0.52%-1,33813F-HRTimeline
Chicago Partners Investment Group LLC152,921$19.6M0.48%+1,73613F-HRTimeline
Goelzer Investment Management, Inc.162,703$19.6M0.91%+15013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC162,679$19.6M0.3%-63513F-HRTimeline
Fiduciary Alliance LLC162,647$19.5M1.28%+20,82513F-HRTimeline
FSM Wealth Advisors, LLC162,267$19.5M2.67%+3,93013F-HRTimeline
PKS Advisory Services, LLC160,492$19.3M4.4%-11,64913F-HRTimeline
RWA WEALTH PARTNERS, LLC159,110$19.1M0.21%+2,26313F-HRTimeline
Iowa State Bank158,652$19.1M3.58%-2,53313F-HRTimeline
MainStreet Investment Advisors LLC158,609$19.1M2.74%-7,13013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…157,717$19M3.18%-91513F-HRTimeline
BOK Financial Private Wealth, Inc.156,348$18.8M1.15%-8,64913F-HRTimeline
SEGALL BRYANT & HAMILL, LLC155,526$18.7M0.25%-5,01213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC154,732$18.6M2.34%+21,93013F-HRTimeline
Mullooly Asset Management, Inc.154,632$18.6M6.8%+57713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management154,063$18.5M0.03%+149,24813F-HRTimelineGroup
Caliber Wealth Management, LLC / KS153,132$18.4M1.98%-3,11813F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC152,723$18.4M8.47%+8,68213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC152,453$18.3M1.84%+6,05213F-HRTimeline
Wealthspire Retirement, LLC152,288$18.3M1.11%+1,44213F-HRTimeline
Range Advisory, LLC151,491$18.2M4.69%13F-HRTimeline
GFS Advisors, LLC151,458$18.2M2.16%-1,37513F-HRTimeline
FIDUCIENT ADVISORS LLC149,923$18M2.23%+2,67513F-HRTimeline
Conservest Capital Advisors, Inc.149,197$17.9M1.62%-3,63413F-HRTimeline
Inlight Wealth Management, LLC175,294$17.9M6.57%+34,30713F-HRTimeline
BANK OF STOCKTON148,997$17.9M5.13%-1,41813F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC148,452$17.8M6.07%+3,43013F-HRTimeline
Crewe Advisors LLC147,896$17.8M1.57%+5,95613F-HRTimeline
YHB Investment Advisors, Inc.146,382$17.6M1.22%-10,81313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…145,492$17.5M1.46%-12,04113F-HRTimelineGroup
Summit Financial, LLC144,185$17.3M0.25%-3,50713F-HRTimeline
Summit Financial Wealth Advisors, LLC142,929$17.2M2.46%-14,01013F-HRTimeline
Callan Family Office, LLC142,705$17.2M0.37%+68,12213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT141,550$17M0.31%-3,26813F-HRTimeline
RIVERSEDGE ADVISORS, LLC141,414$17M2.76%+25,75813F-HRTimeline
jvl associates llc141,262$17M5.53%-1,14913F-HRTimeline
Arkos Global Advisors140,941$16.9M2.17%+3,07613F-HRTimeline
Paradigm, Strategies in Wealth Manageme…139,830$16.8M11.03%-3,71013F-HRTimeline
HORAN Wealth, LLC139,760$16.8M2.58%+2,97513F-HRTimeline
Fairway Wealth LLC139,749$16.8M4.53%+5,88113F-HRTimeline
Ironwood Financial, llc132,093$16.7M2.83%+3,32013F-HRTimeline
McKinley Carter Wealth Services, Inc.138,649$16.7M0.93%-14,23113F-HRTimeline
Welch & Forbes LLC137,975$16.6M0.2%+33413F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC137,575$16.5M1.34%+9,02713F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC137,526$16.5M0.34%+5,00113F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC137,213$16.5M0.3%-10,85713F-HRTimeline
Prime Capital Investment Advisors, LLC135,645$16.3M0.2%-9,21713F-HRTimeline
State of Tennessee, Department of Treas…127,699$16.2M0.05%-7,01213F-HRTimeline
SCS Capital Management LLC134,641$16.2M0.17%-3,44313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…134,000$16.1M0.04%+6,00013F-HRTimelineGroup
Liquid Strategies, LLC133,958$16.1M3.5%-7,03613F-HRTimeline
Sunflower Bank, N.A.133,288$16M4.04%-18,18413F-HRTimeline
Heritage Investment Group, Inc.132,984$16M2.43%+8,29313F-HRTimeline
Hardy Reed LLC132,434$15.9M1.13%013F-HRTimeline
LGL PARTNERS, LLC131,897$15.9M6.77%-4,95813F-HRTimeline
MONEY CONCEPTS CAPITAL CORP131,169$15.8M0.88%+20113F-HRTimeline
Heck Capital Advisors, LLC131,027$15.7M1.17%-48413F-HRTimeline
ProVise Management Group, LLC130,827$15.7M1.12%-56413F-HRTimeline
Omega Financial Group, LLC129,941$15.6M5.2%+2,56013F-HRTimeline
BURLING WEALTH PARTNERS, LLC129,411$15.6M2.42%+8,20613F-HRTimeline
HCR Wealth Advisors128,985$15.5M1.54%-306,64213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC128,755$15.5M0.29%-1,11713F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …127,636$15.3M0.01%-5,90613F-HRTimelineGroup
SMITHBRIDGE ASSET MANAGEMENT INC/DE127,515$15.3M1.31%+68,62613F-HRTimeline
Empirical Financial Services, LLC d.b.a…126,408$15.2M0.27%+14,46313F-HRTimeline
Centerpoint Advisors, LLC126,266$15.2M4.67%-1,56013F-HRTimeline
Laurel Wealth Advisors LLC125,569$15.1M2%-67913F-HRTimeline
NewEdge Wealth, LLC125,338$15.1M0.17%-65,06213F-HRTimeline
Financiere des Professionnels - Fonds d…125,000$15M0.85%+25,00013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC124,844$15M0.36%-3,61413F-HRTimeline
Guidance Point Advisors, LLC124,582$15M3.47%+98613F-HRTimeline
Panoramic Capital Partners, LLC124,407$15M9.17%+1,05013F-HRTimeline
XML Financial, LLC124,160$14.9M1.22%-4,67013F-HRTimeline
Venture Visionary Partners LLC123,503$14.9M0.49%-3,78213F-HRTimeline
Modern Wealth Management, LLC122,377$14.7M0.27%+5,65513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.122,363$14.7M5.15%+74513F-HRTimeline
Regal Investment Advisors LLC122,206$14.7M0.88%+3,11213F-HRTimeline
BAILARD, INC.121,596$14.6M0.32%-92313F-HRTimeline
OneDigital Investment Advisors LLC121,580$14.6M0.14%-37,89613F-HRTimeline