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Disclosery

IJR ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 427 13F filers report a position in IJR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Financial Planning Hawaii, Inc.12,132$1.65M0.89%-1,94113F-HRTimeline
OMNI 360 Wealth, Inc.11,894$1.62M0.73%+33413F-HRTimeline
Olistico Wealth, LLC11,656$1.59M0.66%+4113F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…11,522$1.57M0.01%+6913F-HRTimeline
Leverty Financial Group, LLC11,473$1.56M0.28%-88513F-HRTimeline
Noble Wealth Management PBC11,321$1.54M0.71%-1,03713F-HRTimeline
Finward Bancorp11,052$1.5M1.11%+41013F-HRTimeline
Stokes Capital Advisors, LLC10,726$1.46M0.32%+4,66813F-HRTimeline
Maltin Wealth Management, Inc.10,541$1.43M0.47%-5313F-HRTimeline
Sound Income Strategies, LLC10,389$1.43M0.06%-38113F-HRTimeline
Lincoln Capital LLC10,420$1.42M0.25%-2213F-HRTimeline
Fjell Capital, LLC10,401$1.42M0.79%new13F-HRTimeline
Emerald Advisors, LLC10,162$1.38M0.18%-10713F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …10,030$1.37M0.08%+40013F-HRTimelineGroup
S.E.E.D. Planning Group LLC10,002$1.36M0.33%+4,25213F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.9,906$1.35M0.62%-16313F-HR/ATimeline
NorthCrest Asset Manangement, LLC9,740$1.34M0.03%+5,14413F-HRTimeline
Sherry Group, Inc.9,880$1.34M1.26%+4313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC9,760$1.33M0.12%+70313F-HRTimeline
Oliver Luxxe Assets LLC9,623$1.31M0.21%-67713F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,376$1.28M0.09%+34813F-HRTimelineGroup
Coastline Trust Co9,306$1.27M0.12%-5,75213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Baker Ellis Asset Management LLC9,285$1.26M0.14%-5713F-HRTimeline
Sendero Wealth Management, LLC9,195$1.25M0.12%+1813F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.9,008$1.23M0.14%+19513F-HRTimeline
Ignite Planners, LLC9,245$1.22M0.16%+33213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,913$1.21M0.14%-11113F-HRTimeline
Go Invest LLC8,746$1.19M0.25%+62213F-HRTimeline
Vilga Financial Planning LLC8,700$1.18M0.71%013F-HRTimeline
Ipswich Investment Management Co., Inc.8,330$1.13M0.24%-413F-HRTimeline
MFA Wealth Services8,313$1.13M0.67%-6813F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…8,245$1.12M0.11%+45713F-HRTimeline
BigSur Wealth Management LLC7,965$1.08M0.26%013F-HRTimeline
Keystone Financial Group, Inc.7,960$1.08M0.58%-1713F-HRTimeline
Objective Capital Management, LLC7,955$1.08M0.97%-9013F-HRTimeline
Vannoy Advisory Group, Inc.7,955$1.08M0.62%-1513F-HRTimeline
Centurion Wealth Management LLC7,878$1.07M0.26%+33913F-HRTimeline
Great Point Wealth Advisors, LLC7,853$1.07M0.17%-15413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC7,665$1.04M0.1%-26813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC7,462$1.02M0.24%+5413F-HRTimeline
M.E. ALLISON & CO., INC.7,389$1.01M0.56%+513F-HRTimeline
Integrity Wealth Partners, LLC7,331$997K0.77%13F-HRTimeline
Asset Allocation & Management Company, …7,252$987K0.31%013F-HRTimeline
NVWM, LLC7,197$979K0.18%+6,99313F-HRTimeline
Aspen Wealth Management LLC7,197$979K0.16%+2,07713F-HRTimeline
4WEALTH ADVISORS, INC.7,129$976K0.68%+3,83213F-HRTimeline
Cooper Financial Group6,969$948K0.08%+25813F-HRTimeline
Krilogy Financial LLC6,890$947K0.03%+26813F-HRTimeline
Signal Advisors Wealth, LLC6,771$921K0.04%+2,23613F-HRTimeline
Pacific Center for Financial Services6,770$921K0.19%-1813F-HRTimeline
Foster Group, Inc.6,749$918K0.02%-40613F-HRTimeline
SC&H Financial Advisors, Inc.6,711$913K0.13%-32813F-HRTimeline
Capital Advisors Wealth Management, LLC6,605$899K0.1%-22613F-HRTimeline
Emprise Bank6,580$895K0.34%013F-HRTimeline
Horizons Wealth Management6,495$884K0.56%13F-HRTimeline
LINCOLN CAPITAL CORP6,482$882K0.29%013F-HRTimeline
CHAPIN DAVIS, INC.6,420$874K0.17%-46213F-HRTimeline
McNaughton Wealth Management, LLC6,420$873K0.31%+71713F-HRTimeline
TL Private Wealth6,269$862K0.31%+33213F-HRTimeline
Upper Left Wealth Management, LLC6,252$851K0.44%+91613F-HRTimeline
S.A. Mason LLC6,198$843K0.25%013F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC6,134$834K0.17%-13113F-HRTimeline
Dupree Financial Group, LLC5,996$816K0.29%+12713F-HRTimeline
Exchange Bank5,995$816K0.5%+8013F-HRTimeline
Weaver Consulting Group5,846$795K0.15%+3,67113F-HRTimeline
Kearns & Associates LLC5,808$790K0.36%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP5,730$780K0.08%+98613F-HRTimeline
August Group Capital Ltd5,663$770K0.79%+2113F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,629$766K0.04%-23313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,501$748K0.05%+4513F-HRTimeline
InvesTrust5,489$747K0.3%-2113F-HRTimeline
Roan Capital Partners5,325$724K0.53%+72913F-HRTimeline
Hoxton Planning & Management, LLC5,282$719K0.18%-413F-HRTimeline
Alhambra Investment Management LLC5,265$716K0.31%-5313F-HRTimeline
First Heartland Consultants, Inc.5,249$714K0.05%-67013F-HRTimeline
JGP Wealth Management, LLC5,196$707K0.06%013F-HRTimeline
Chicago Capital, LLC5,118$696K0.02%013F-HRTimeline
O'Keefe Stevens Advisory, Inc.5,099$694K0.14%013F-HRTimeline
Gilman Hill Asset Management, LLC5,075$690K0.1%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,983$678K0.03%-21113F-HRTimeline
BluePrint Investing LLC4,949$673K0.58%013F-HRTimeline
E&G Advisors, LLC4,927$670K0.13%013F-HRTimeline
Wealth Group Ltd4,823$668K0.12%-6613F-HRTimeline
21 West Wealth Management LLC4,895$666K0.58%-37613F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…4,732$644K0.32%-34713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,729$643K0.02%-24813F-HRTimeline
Unique Wealth Strategies, LLC4,305$638K0.23%013F-HRTimeline
Balefire, LLC4,656$633K0.1%-1,13913F-HRTimeline
Insight Wealth Strategies, LLC4,644$632K0.06%-2413F-HRTimeline
Nautilus Advisors LLC4,484$610K0.37%+19413F-HRTimeline
DOLIVER ADVISORS, LP4,477$609K0.13%013F-HRTimeline
FC Advisory LLC4,309$586K0.15%+2513F-HRTimeline
Lauer Wealth, LLC4,242$582K0.4%+15813F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …4,270$581K0.04%013F-HRTimeline
First PREMIER Bank4,259$579K0.09%-713F-HRTimeline
Ballentine Capital Advisors, Inc4,249$578K0.22%+34113F-HRTimeline
Dale Q Rice Investment Management Ltd4,205$572K0.31%+23913F-HRTimeline
Prospera Capital Management, LLC3,876$569K0.18%013F-HRTimeline
Orgel Wealth Management, LLC4,133$562K0.01%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,132$562K0.11%-37913F-HRTimeline
Bath Savings Trust Co4,099$558K0.06%+81613F-HRTimeline
Worth Asset Management, LLC4,078$555K0.16%new13F-HRTimeline
Gouws Capital LLC4,065$553K0.26%+4013F-HRTimeline
HighRoad Wealth Advisors, LLC3,960$539K0.45%-6213F-HRTimeline
Decker Wealth Management LLC3,956$538K0.11%013F-HRTimeline
Lantz Financial LLC3,893$530K0.1%-4913F-HRTimeline
Veracity Capital LLC3,794$516K0.14%-3813F-HRTimeline
Capitol Family Office, Inc.3,757$511K0.55%-32,07813F-HRTimeline
Hixon Zuercher, LLC3,656$497K0.14%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC3,652$497K0.24%+113F-HRTimeline
KWMG, LLC3,651$497K0.04%-1113F-HRTimeline
TCP Asset Management, LLC3,304$458K0.05%-6313F-HRTimeline
DKM Wealth Management, Inc.3,301$449K0.28%-5113F-HRTimeline
Somerset Trust Co3,263$444K0.13%-31913F-HRTimeline
Everhart Financial Group, Inc.3,238$440K0.03%-35513F-HRTimeline
Asempa Wealth Advisors3,161$433K0.34%-34413F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,174$432K0.02%+2,86113F-HRTimeline
Arbor Wealth Advisors LLC3,164$430K0.27%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,160$430K0.15%-17513F-HRTimeline
Professional Financial Advisors, LLC3,084$420K0.07%+213F-HRTimeline
LAWOOD & CO3,072$418K0.29%013F-HRTimeline
Adelphi Trust Co3,035$413K0.27%+1,35113F-HRTimeline
Downshift Financial, LLC3,004$409K0.18%+113F-HRTimeline
Towerpoint Wealth, LLC2,995$407K0.14%-3713F-HRTimeline
Investment Partners Asset Management, I…2,971$404K0.22%-3413F-HRTimeline
Whalen Wealth Management Inc.2,952$402K0.17%+47713F-HRTimeline
Hickory Point Bank & Trust2,901$395K0.24%013F-HRTimeline
Kingsman Wealth Management, Inc.2,896$394K0.18%-1013F-HRTimeline
EPIQ PARTNERS, LLC2,875$391K0.17%+2313F-HRTimeline
PW Nova Financial Services LLC2,855$388K0.08%-52613F-HRTimeline
Kaydan Wealth Management, Inc.2,851$388K0.13%-34413F-HRTimeline
Johnson Bixby & Associates, LLC2,824$384K0.04%+413F-HRTimeline
Frisco Financial Planning LLC2,801$381K0.3%+913F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV2,797$381K0.27%+33113F-HRTimeline
WOODSTOCK CORP2,774$377K0.03%+113F-HRTimeline
Seelaus Asset Management LLC2,766$376K0.28%-14713F-HRTimeline
Buttonwood Financial Advisors Inc.2,765$376K0.11%-10813F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,663$362K0.05%-32913F-HRTimeline
Walleye Partners, LLC2,640$359K0.4%013F-HRTimeline
Richard P Slaughter Associates Inc2,609$355K0.07%new13F-HRTimeline
Fermata Advisors, LLC2,602$354K0.07%+7113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,578$351K0.03%-5,69513F-HRTimelineGroup
BOYUM WEALTH ARCHITECTS LLC2,519$349K0.14%013F-HRTimeline
Tenon Financial LLC2,534$345K0.1%+113F-HRTimeline
DDFG, Inc2,515$342K0.07%+27813F-HRTimeline
15 Wealth Advisors LLC2,432$331K0.08%13F-HRTimeline
Realta Investment Advisors2,352$320K0.09%-24113F-HRTimeline
SANDERS MORRIS HARRIS LLC2,306$319K0.04%new13F-HRTimeline
Southland Equity Partners LLC2,338$318K0.05%-6313F-HRTimeline
BOS Asset Management, LLC2,315$315K0.07%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,301$313K0.05%-313F-HRTimeline
DAVIDSON TRUST CO2,262$308K0.12%+62313F-HRTimeline
Ifrah Financial Services, Inc.2,248$306K0.08%+8813F-HRTimeline
Shum Financial Group, Inc.2,243$305K0.18%-6213F-HRTimeline
Bank of New Hampshire2,238$304K0.07%-4013F-HRTimeline
Infinity Wealth Counsel, LLC2,224$303K0.24%-15813F-HRTimeline
Syntegra Private Wealth Group, LLC2,217$302K0.02%+14513F-HRTimeline
Bill Few Associates, Inc.2,199$299K0.06%+5413F-HRTimeline
Compass Planning Associates Inc2,175$296K0.15%-19613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,101$291K0.08%-31913F-HRTimeline
Successful Portfolios LLC2,073$288K0.13%+113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,107$287K0.05%-513F-HRTimeline
Nicollet Investment Management, Inc.2,085$284K0.08%+20013F-HRTimeline
WINNACLE WEALTH LLC2,086$284K0.19%-1,32713F-HRTimeline
FIRST COMMUNITY TRUST NA2,078$283K0.09%new13F-HRTimeline
Allodium Investment Consultants, LLC2,047$278K0.11%+613F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,038$277K<0.01%+15313F-HRTimelineGroup
Global Financial Private Client, LLC2,018$275K0.08%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,006$273K0.03%013F-HRTimeline
Dickmeyer Boyce Financial Management, I…2,004$273K0.14%+5913F-HRTimeline
TME FINANCIAL, INC.1,977$269K0.17%+23213F-HRTimeline
Tepp RIA, LLC1,954$266K0.18%new13F-HRTimeline
Stonebridge Financial Group, LLC1,953$266K0.02%+27313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,950$265K0.08%013F-HRTimeline
Versant Capital Management, Inc1,896$258K0.02%-3713F-HRTimeline
Brindle & Bay Financial Advisors, LLC1,881$256K0.1%-7113F-HRTimeline
Trust Co1,876$255K0.02%-1,35813F-HRTimeline
Rydar Equities, Inc.1,852$254K0.13%+613F-HRTimeline
JACOBS & CO/CA1,836$249K0.02%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,828$249K0.07%-18113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,813$247K0.03%-1813F-HRTimeline
Advisory Solutions Group, LLC1,775$242K0.05%new13F-HRTimeline
Navigate Wealth Management, LLC1,752$241K0.15%+19313F-HRTimeline
Rosenberg Matthew Hamilton1,770$241K0.04%-26013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,725$235K0.08%-13513F-HRTimeline
HEFFERNAN ADVISORY, INC1,689$230K0.15%new13F-HRTimeline
BCO Wealth Management LLC1,686$229K0.12%-5813F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,657$225K0.06%+4513F-HRTimeline
Integris Wealth Management, LLC1,651$225K0.04%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp1,645$224K0.03%013F-HRTimelineGroup
Midwest Financial Partners Investments,…1,646$224K0.09%-1,69113F-HRTimeline
Orca Wealth Management, LLC1,638$223K0.13%+613F-HRTimeline
Apeiron RIA LLC1,613$221K0.05%-3013F-HRTimeline
MRA Advisory Group1,613$219K0.08%013F-HRTimeline
Meritas Wealth Management, LLC1,590$216K0.08%-2013F-HRTimeline
Western Financial Corp/CA1,563$213K0.07%-9813F-HRTimeline
LifePlan Financial, LLC1,540$211K0.15%-15513F-HRTimeline
Intelligence Driven Advisers, LLC1,547$210K0.04%-9013F-HRTimeline
Vertrix Wealth Management, LLC1,496$204K0.07%+8913F-HRTimeline
Essential Partners LLC1,408$192K0.09%+1613F-HRTimeline