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Disclosery

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
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC271,139$33.7M0.06%-1,91313F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT271,033$33.7M1.97%+31,96413F-HRTimelineGroup
HORAN Wealth, LLC279,520$33.6M3.2%+139,76013F-HRTimeline
Public Sector Pension Investment Board269,486$33.5M0.1%+79,59713F-HRTimeline
MBL Wealth, LLC264,674$32.9M2.49%+8,14213F-HRTimeline
LOWE BROCKENBROUGH & CO INC264,601$32.9M1.64%+8,19813F-HRTimeline
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC270,015$32.9M3.28%-22,94013F-HRTimelineGroup
World Investment Advisors262,960$32.7M0.53%+18,23213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC262,327$32.6M0.45%new13F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC260,463$32.4M0.4%+11,11313F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC254,200$31.6M0.04%+33,50013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.252,074$31.3M0.35%+9,10513F-HRTimeline
Merit Financial Group, LLC251,474$31.3M0.23%+6,96313F-HRTimeline
Private Wealth Asset Management, LLC248,264$30.9M3.3%+16,40413F-HRTimeline
Ashton Thomas Private Wealth, LLC246,161$30.6M0.72%-33,38413F-HRTimeline
HB Wealth Management, LLC244,385$30.4M0.2%-5,37413F-HRTimeline
Single Point Partners, LLC243,717$30.3M6.03%+1,01513F-HRTimeline
KINTRA WEALTH, LLC241,048$30M2.12%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.240,841$29.9M0.04%13F-HRTimelineGroup
Round Rock Advisors LLC238,982$29.7M4.55%-2,66513F-HRTimeline
PINNACLE ASSOCIATES LTD237,785$29.6M0.38%-24,37213F-HRTimeline
CAPITAL ADVISORS INC/OK236,458$29.4M0.47%+9,49313F-HRTimeline
Oakwell Private Wealth Management, LLC235,502$29.3M5.23%+14,48113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMMERCE BANKin group COMMERCE BANK233,862$29.1M0.14%+168,04913F-HRTimelineGroup
Rehmann Capital Advisory Group233,584$29M1.51%+4,22013F-HRTimeline
First Financial Bankshares Inc230,047$28.6M0.58%+82213F-HRTimeline
HEADINVEST, LLC228,909$28.5M5.84%-1,41413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC228,153$28.4M0.67%+51,37013F-HRTimeline
Resonant Capital Advisors, LLC227,285$28.3M1.48%-47,50013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC226,928$28.2M7.83%+4,74813F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC226,915$28.2M3.96%+42,66313F-HRTimeline
Range Advisory, LLC223,169$27.7M5.15%+71,67813F-HRTimeline
Cedar Mountain Advisors, LLC223,168$27.7M5.42%-2,24513F-HRTimeline
LTG Capital LLC220,787$27.4M20.97%+1,60513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…220,344$27.4M0.38%-12,10613F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC220,178$27.4M0.13%-15,53513F-HRTimelineGroup
Gladstone Institutional Advisory LLC217,243$27M1%+7,26413F-HRTimeline
FORM Wealth Advisors, LLC217,077$27M3.16%-75013F-HRTimeline
SMITH, MOORE & CO.216,568$26.9M1.96%+2,84213F-HRTimeline
TRUEFG, LLC216,066$26.9M7.12%+1,34413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC215,794$26.8M3.17%-18,07213F-HRTimeline
Pathway Financial Advisors LLC211,999$26.6M3.29%+7,39013F-HRTimeline
Curi Capital, LLC213,810$26.6M0.47%-7,89013F-HRTimeline
1ST SOURCE BANK213,558$26.5M1.37%+8,99713F-HRTimeline
FIRST MERCHANTS CORP212,491$26.4M1%-5,69713F-HRTimeline
Conservest Capital Advisors, Inc.212,417$26.4M2.39%+63,22013F-HRTimeline
Kelman-Lazarov, Inc.212,193$26.4M3.78%+2,93513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding212,156$26.4M-785Timeline
COURIER CAPITAL LLC211,859$26.3M1.47%+45,63213F-HR/ATimeline
Consolidated Portfolio Review Corp211,747$26.3M2.4%013F-HRTimeline
Birch Hill Investment Advisors LLC210,832$26.2M1.18%-84113F-HRTimeline
Northwest Quadrant Wealth Management, L…208,071$25.9M5.38%-6,98513F-HRTimeline
PITTENGER & ANDERSON INC207,943$25.8M1.03%+8,68513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC206,198$25.6M0.02%+24,04413F-HRTimelineGroup
Arkadios Wealth Advisors206,141$25.6M0.42%-3,02613F-HRTimeline
King Wealth Management Group206,133$25.6M3.2%+5,40713F-HRTimeline
Parkway Wealth Management Group, LLC195,758$25.6M3.24%-19,25413F-HRTimeline
Fiduciary Alliance LLC193,386$25.6M1.54%+30,73913F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC205,385$25.5M2.63%+2,56113F-HRTimeline
Trifecta Capital Advisors, LLC204,747$25.5M3.94%+21,27913F-HRTimeline
Midwest Trust Co200,793$25M0.31%-2,53913F-HRTimeline
C V STARR & CO INC200,458$24.9M12.99%013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC188,570$24.7M3.78%-3,42713F-HRTimeline
Harbour Trust & Investment Management Co198,163$24.6M2.61%-2,34813F-HRTimeline
EARNED WEALTH ADVISORS, LLC195,198$24.3M1.62%+5,28513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc194,834$24.2M0.01%+104,25513F-HRTimelineGroup
Roth Financial Partners LLC194,116$24.1M8.23%-4,15913F-HRTimeline
D.A. DAVIDSON & CO.193,084$24M0.15%-16,67113F-HRTimeline
FFT WEALTH MANAGEMENT LLC191,861$23.9M4.32%+21,86813F-HRTimeline
Lutz Financial Services LLC191,849$23.8M1.6%+81613F-HRTimeline
Simmons Bankin group Simmons Bank189,522$23.6M1.58%-1,86313F-HRTimelineGroup
Perigon Wealth Management, LLC188,732$23.5M0.43%-7,35513F-HRTimeline
WEST PACES ADVISORS INC.188,708$23.5M4.54%-5,09913F-HRTimeline
Verum Partners LLC183,973$22.9M4.34%-29,74813F-HRTimeline
Smithfield Trust Co183,805$22.8M0.99%+5,09613F-HRTimeline
Cornerstone Advisory, LLC183,117$22.8M2.16%+9,03713F-HRTimeline
Evergreen Advisors, LLC182,591$22.7M5.33%+5,05413F-HRTimeline
EFG International AGin group EFG International AG180,846$22.5M0.48%-2,93213F-HRTimelineGroup
Integrated Wealth Concepts LLC179,734$22.3M0.18%+10,38813F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA179,710$22.3M0.04%+1,01013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC178,762$22.2M1.36%+1,94713F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC178,661$22.2M9.57%+3,32113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC178,068$22.1M0.32%+15,38913F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp177,931$22.1M0.08%-68,01213F-HRTimelineGroup
New England Professional Planning Group…177,333$22M9.21%+2,82513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC176,937$22M0.17%+5,35013F-HRTimelineGroup
Summit Asset Management, LLC176,664$22M3.06%+2,44413F-HRTimeline
Wealthspire Retirement, LLC175,565$21.8M1.31%+23,27713F-HRTimeline
Avidian Wealth Enterprises, LLC174,878$21.7M0.69%-132,64213F-HRTimeline
CJM Wealth Advisers, Ltd.174,853$21.7M6.62%-3,50713F-HRTimeline
Whitcomb & Hess, Inc.174,606$21.7M5.06%+3,54313F-HRTimeline
Inlight Wealth Management, LLC200,446$21.7M8.02%+25,15213F-HRTimeline
Sigma Planning Corp174,257$21.7M0.6%-19,41513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…174,039$21.6M6.48%013F-HRTimeline
Fusion Family Wealth, LLC173,891$21.6M1.61%-85013F-HRTimeline
Crewe Advisors LLC173,848$21.6M1.84%+25,95213F-HRTimeline
Twele Capital Management, Inc.173,598$21.6M3.85%-1,38113F-HRTimeline
Fort Henry Capital, LLC173,329$21.5M13.03%+1,48613F-HRTimeline
QUADRANT CAPITAL GROUP LLC173,238$21.5M0.64%-2,94413F-HR/ATimeline
Baron Wealth Management LLC172,228$21.4M6.4%-18,59813F-HRTimeline
Granite Bay Wealth Management, LLC171,893$21.4M4.54%+4,55213F-HRTimeline
ESL Trust Services, LLC171,518$21.3M4.07%+1,06413F-HRTimeline
Chicago Partners Investment Group LLC157,122$21.3M0.48%+4,20113F-HRTimeline
Keener Financial Planning LLC171,412$21.3M8.96%+5,03313F-HRTimeline
Pure Financial Advisors, LLC171,406$21.3M0.31%+2,76213F-HRTimeline
Crescent Grove Advisors, LLC170,449$21.2M2.1%-1,88513F-HRTimeline
WASHINGTON TRUST Co168,547$21M0.71%-19713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding168,393$20.9M+3,344Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…167,681$20.8M3.02%+3,78713F-HRTimeline
Navalign, LLC166,187$20.7M5.21%+56513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC165,270$20.5M0.45%-5,19113F-HRTimeline
Harbor Group, Inc.164,269$20.4M2.95%-8,46413F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC163,315$20.3M0.5%-50613F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC162,820$20.2M9.48%+10,09713F-HRTimeline
Callan Family Office, LLC162,669$20.2M0.46%+19,96413F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.154,651$20.2M9.06%-1,95413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC161,024$20M1.97%+8,57113F-HRTimeline
CWM, LLCin group CWM, LLC160,957$20M0.05%-5,96113F-HRTimelineGroup
Goelzer Investment Management, Inc.160,901$20M0.97%-1,80213F-HRTimeline
PKS Advisory Services, LLC159,751$19.9M4.62%-74113F-HRTimeline
Wallington Asset Management, LLC157,733$19.6M2.61%-122,16713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC156,215$19.4M2.39%+1,48313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…156,148$19.4M3.29%-1,56913F-HRTimeline
BOK Financial Private Wealth, Inc.154,199$19.2M1.16%-2,14913F-HRTimeline
MainStreet Investment Advisors LLC153,949$19.1M2.88%-4,66013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…153,802$19.1M1.31%-24,25913F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC152,835$19M0.22%-35,07413F-HRTimeline
FSM Wealth Advisors, LLC152,551$19M2.44%-9,71613F-HRTimeline
Caliber Wealth Management, LLC / KS151,331$18.8M2.06%-1,80113F-HRTimeline
Mullooly Asset Management, Inc.151,182$18.8M6.94%-3,45013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC151,007$18.8M0.27%-4,51913F-HR/ATimeline
Human Investing LLC150,869$18.8M2.73%-17,15413F-HRTimeline
Liquid Strategies, LLC149,327$18.6M3.99%+15,36913F-HRTimeline
Arkos Global Advisors149,126$18.5M2.33%+8,18513F-HRTimeline
GFS Advisors, LLC149,042$18.5M2.36%-2,41613F-HR/ATimeline
ENCOMPASS WEALTH ADVISORS, LLC148,244$18.4M6.41%-20813F-HRTimeline
Belpointe Asset Management LLC145,957$18.1M0.66%+26,20713F-HRTimeline
CWS Financial Advisors, LLC145,841$18.1M4.65%-24,51013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …145,636$18.1M0.35%-44,17913F-HRTimelineGroup
Composition Wealth, LLC145,288$18.1M0.25%+83,59713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC144,521$18M1.36%+6,94613F-HRTimeline
Laurel Wealth Advisors LLC128,712$17.8M1.76%+3,14313F-HRTimeline
jvl associates llc142,317$17.7M5.93%+1,05513F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP142,007$17.7M0.19%+137,00713F-HRTimelineGroup
Welch & Forbes LLC141,144$17.5M0.23%+3,16913F-HRTimeline
Fairway Wealth LLC141,139$17.5M4.63%+1,39013F-HRTimeline
Fortis Capital Advisors, LLC141,117$17.5M2.3%+30,80613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC141,069$17.5M0.37%+3,54313F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC144,679$17.5M0.01%+38,96313F-HRTimelineGroup
Venturi Wealth Management, LLC139,095$17.3M0.78%+118,59213F-HRTimeline
Heritage Investment Group, Inc.138,569$17.2M2.61%+5,58513F-HRTimeline
Summit Financial Wealth Advisors, LLC137,566$17.1M2.42%-5,36313F-HRTimeline
Robertson Stephens Wealth Management, L…136,932$17M0.48%+47,73713F-HRTimeline
YHB Investment Advisors, Inc.136,684$17M1.22%-9,69813F-HRTimeline
VICUS CAPITAL136,206$16.9M1.24%-32,54813F-HRTimeline
Newton One Investments LLC136,144$16.9M4.59%+103,68313F-HRTimeline
Trustees of Dartmouth College136,011$16.9M6.72%-38,58913F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…136,000$16.9M0.05%+2,00013F-HR/ATimelineGroup
LGL PARTNERS, LLC134,868$16.8M6.9%+2,97113F-HRTimeline
Prime Capital Investment Advisors, LLC134,524$16.7M0.19%-1,12113F-HRTimeline
Ironwood Financial, llc134,483$16.7M2.92%+2,39013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP134,376$16.7M0.92%+3,20713F-HRTimeline
Sunflower Bank, N.A.134,078$16.7M4.25%+79013F-HRTimeline
Omega Financial Group, LLC133,423$16.6M5.47%+3,48213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT132,942$16.5M0.29%-8,60813F-HRTimeline
Hardy Reed LLC132,377$16.5M1.2%-5713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC132,246$16.4M0.31%+3,49113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…132,068$16.4M1.4%-13,42413F-HRTimelineGroup
NewEdge Wealth, LLC131,858$16.4M0.2%+6,52013F-HRTimeline
Empirical Financial Services, LLC d.b.a…131,622$16.4M0.28%+5,21413F-HRTimeline
Summit Financial, LLC131,190$16.3M0.21%-12,99513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…130,575$16.2M11.01%-9,25513F-HRTimeline
BURLING WEALTH PARTNERS, LLC129,831$16.1M2.61%+42013F-HRTimeline
ProVise Management Group, LLC129,676$16.1M1.16%-1,15113F-HRTimeline
HCR Wealth Advisors129,328$16.1M1.67%+34313F-HRTimeline
Heck Capital Advisors, LLC129,139$16.1M1.19%-1,88813F-HRTimeline
Panoramic Capital Partners, LLC128,607$16M9.85%+4,20013F-HRTimeline
BANK OF STOCKTON128,215$15.9M4.93%-20,78213F-HRTimeline
SCS Capital Management LLC128,161$15.9M0.17%-6,48013F-HRTimeline
State of Tennessee, Department of Treas…127,699$15.9M0.05%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC127,678$15.9M1.17%+48,63213F-HRTimeline
McKinley Carter Wealth Services, Inc.127,395$15.8M0.91%-11,25413F-HRTimeline
SAPIENT CAPITAL LLC126,454$15.7M0.24%+10,36213F-HR/ATimeline
Guidance Point Advisors, LLC126,226$15.7M3.72%+1,64413F-HRTimeline
CoreCap Advisors, LLC125,864$15.6M0.53%-44,66313F-HRTimeline
Factor Wealth Management LTD125,220$15.6M2.93%+62,86513F-HRTimeline
Venture Visionary Partners LLC125,090$15.6M0.52%+1,58713F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.124,933$15.5M5.27%+2,57013F-HRTimeline
Wilmington Savings Fund Society, FSB124,228$15.4M0.37%+23,55913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC123,860$15.4M0.43%-98413F-HRTimeline
CERTUITY, LLC123,799$15.4M1.01%+49,26913F-HRTimeline
Francis Financial, Inc.122,979$15.3M2.84%+5,21013F-HRTimeline
First Bank & Trust122,880$15.3M2.46%+2,05913F-HRTimeline
Financiere des Professionnels - Fonds d…122,300$15.2M0.89%-2,70013F-HRTimeline
Regal Investment Advisors LLC122,203$15.2M0.88%-313F-HRTimeline
Modern Wealth Management, LLC121,531$15.2M0.26%-84613F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC121,430$15.1M7.17%+22513F-HRTimeline
BAILARD, INC.121,389$15.1M0.35%-20713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC121,225$15.1M0.27%-15,98813F-HRTimeline
HARBOUR INVESTMENTS, INC.120,804$15M0.23%+24,17913F-HRTimeline