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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
Regal Investment Advisors LLC119,094$14.2M0.92%-1,37713F-HRTimeline
Willis Johnson & Associates, Inc.119,059$14.1M0.88%-95,94313F-HRTimeline
Vestmark Advisory Solutions, Inc.118,581$14.1M0.27%+114,86313F-HRTimeline
Neumann Capital Management, LLC117,417$14M4.08%-1,22513F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC116,828$13.9M2.5%-1,29113F-HRTimeline
Modern Wealth Management, LLC116,722$13.9M0.27%-9,44513F-HRTimeline
NOTTINGHAM ADVISORS, INC.116,463$13.8M1.92%-1,04913F-HRTimeline
Francis Financial, Inc.115,766$13.8M2.45%+3,33013F-HRTimeline
RIVERSEDGE ADVISORS, LLC115,656$13.7M2.3%+11,54313F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc115,661$13.7M<0.01%+10,20313F-HRTimelineGroup
Community Bank, N.A.115,480$13.7M1.66%-71113F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI115,377$13.7M0.95%+2,45513F-HRTimeline
Inlight Wealth Management, LLC140,987$13.7M6.42%+6,09313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC114,738$13.6M0.59%+38,41613F-HRTimeline
Litman Gregory Wealth Management LLC114,408$13.6M1.01%-15,59813F-HRTimeline
LVW Advisors, LLC113,397$13.5M1.4%+1,71513F-HRTimeline
PROFFITT & GOODSON INC112,958$13.4M1.93%-4,56813F-HRTimeline
Sageworth Trust Co112,801$13.4M0.62%-8,22913F-HRTimeline
Vishria Bird Financial Group, LLC112,036$13.3M2.61%-28213F-HRTimeline
Empirical Financial Services, LLC d.b.a…111,945$13.3M0.27%+10,18513F-HRTimeline
Argent Trust Co110,940$13.2M0.47%-7,17713F-HRTimeline
MERIDIAN MANAGEMENT CO110,916$13.2M3.53%-1,18213F-HRTimeline
Cranbrook Wealth Management, LLC110,775$13.2M2.64%-80513F-HRTimeline
Towercrest Capital Management110,655$13.1M2.11%+1,16113F-HRTimeline
Tarbox Family Office, Inc.110,433$13.1M1.93%-2,00713F-HRTimeline
Belpointe Asset Management LLC109,988$13.1M0.5%+4,26113F-HRTimeline
Operose Advisors LLC109,849$13.1M3.25%+17,95313F-HRTimeline
TCI Wealth Advisors, Inc.109,574$13M0.78%-95213F-HRTimeline
IHT Wealth Management, LLC108,930$12.9M0.33%+3,70513F-HRTimeline
Richard W. Paul & Associates, LLC108,592$12.9M4.4%+1,37613F-HRTimeline
Waverly Advisors, LLC108,351$12.9M0.13%-48813F-HRTimeline
PACK Private Wealth, LLC108,153$12.9M6.05%+2,38213F-HRTimeline
SAPIENT CAPITAL LLC108,338$12.8M0.2%+4,70313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC107,948$12.8M3.93%-12,22213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC107,291$12.7M0.37%+10,36713F-HRTimelineGroup
Bronte Capital Management Pty Ltd.95,350$12.7M1.14%-460,59513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…105,914$12.6M0.21%+11,74213F-HRTimelineGroup
Fortis Capital Advisors, LLC105,742$12.6M1.99%+5,60513F-HRTimeline
PENINSULA ASSET MANAGEMENT INC105,287$12.5M6.42%-4013F-HRTimeline
Merit Financial Group, LLC104,919$12.5M0.11%+4,20613F-HR/ATimeline
Mach-1 Financial Group, LLC104,103$12.4M1.97%new13F-HRTimeline
Integrity Advisory Solutions, LLC104,103$12.4M1.97%13F-HRTimeline
Presper Financial Architects, LLC103,961$12.4M7.17%-3,41813F-HRTimeline
JNBA Financial Advisors103,871$12.3M1.12%-1,88613F-HRTimeline
CIM INVESTMENT MANAGEMENT INC103,779$12.3M3.35%-4,42813F-HRTimeline
Gotham Asset Management, LLC103,676$12.3M0.05%+6,17313F-HRTimeline
Crestwood Advisors Group, LLC103,341$12.3M0.21%-4,15313F-HRTimeline
NESTEGG ADVISORS, INC.103,170$12.3M10.88%-1,26013F-HRTimeline
McGuire Investment Group, LLC102,665$12.2M1.38%-4,76013F-HRTimeline
Aptus Capital Advisors, LLC102,537$12.2M0.11%+1,61213F-HRTimeline
4Thought Financial Group Inc.102,476$12.2M6.16%-1,77613F-HRTimeline
MGO ONE SEVEN LLC102,443$12.2M0.28%+16,52513F-HRTimeline
Salomon & Ludwin, LLC100,512$12.1M1.09%-2,53213F-HRTimeline
Tortoise Investment Management, LLC101,085$12M1.07%+1,43713F-HRTimeline
Nordwand Advisors, LLC100,940$12M1.9%-18,65013F-HRTimeline
Schneider Downs Wealth Management Advis…100,751$12M1.42%-70413F-HRTimeline
OLD NATIONAL BANCORP /IN/100,484$11.9M0.2%+1,20313F-HRTimeline
Wilmington Savings Fund Society, FSB100,256$11.9M0.29%-23,80013F-HR/ATimeline
Financiere des Professionnels - Fonds d…100,000$11.9M0.68%new13F-HRTimeline
Palisades Hudson Asset Management, L.P.99,140$11.8M4.27%+19513F-HRTimeline
JT Stratford LLC98,390$11.7M1.57%+4,96313F-HRTimeline
Sprinkle Financial Consultants LLC97,652$11.6M6.48%+1,36913F-HRTimeline
IFG Advisory, LLC97,564$11.6M0.53%+3,78313F-HRTimeline
eCIO, Inc.96,296$11.4M4.27%+4,02613F-HRTimeline
Long Run Wealth Advisors, LLC95,787$11.4M2.23%-3,20013F-HRTimeline
HARBOUR INVESTMENTS, INC.95,220$11.3M0.26%+2,66113F-HRTimeline
CFO4Life Group, LLC95,198$11.3M1.64%+67513F-HRTimeline
Summit Trail Advisors, LLC94,780$11.3M0.16%+55513F-HRTimeline
Next Level Wealth Planning, LLC94,659$11.2M6.35%+5,99713F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC94,592$11.2M1.29%-1,96213F-HRTimeline
Parallel Advisors, LLC93,874$11.2M0.2%+9,00013F-HRTimeline
CHOREO, LLC93,700$11.1M0.15%-54513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS93,270$11.1M0.01%-38,40213F-HRTimelineGroup
Canvas Wealth Advisors, LLC92,230$11.1M2.01%+3,05313F-HRTimeline
CONDOR CAPITAL MANAGEMENT92,944$11M0.91%-1,40213F-HRTimeline
TFO Wealth Partners, LLC92,703$11M1.8%+7113F-HRTimeline
Global Strategic Investment Solutions, …92,595$11M1.1%-15913F-HRTimeline
Capital Investment Advisory Services, L…92,374$11M0.87%+23,57913F-HRTimeline
Fiduciary Group, LLC91,915$10.9M0.96%-1,31613F-HRTimeline
IFP Advisors, Inc90,258$10.7M0.28%+1,42313F-HR/ATimeline
Somnio Financial Group, LLC90,138$10.7M7.26%+1,71113F-HRTimeline
Rochester Wealth Strategies, LLC89,795$10.7M6.98%+1,30413F-HRTimeline
Topel & Distasi Wealth Management, LLC89,788$10.7M5.27%+2,43513F-HRTimeline
KFA Private Wealth Group, LLC89,728$10.7M3.05%-86913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC89,636$10.7M0.35%+5,49613F-HRTimeline
Caldwell Trust Co89,327$10.6M0.99%-48913F-HRTimeline
Bryant Woods Investment Advisors, LLC88,907$10.6M4.13%+1,08113F-HRTimeline
Shulman DeMeo Asset Management LLC88,663$10.5M2.42%+24313F-HRTimeline
Ironwood Wealth Management, LLC.88,489$10.5M3.52%+7,82713F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.88,412$10.5M5.14%-1,06413F-HRTimeline
HOWE & RUSLING INC88,307$10.5M0.72%+1,64113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC88,293$10.5M0.82%+2,48113F-HRTimeline
Robertson Stephens Wealth Management, L…88,283$10.5M0.32%+10,98813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC88,130$10.5M0.31%+3,88713F-HRTimelineGroup
Waterway Wealth Management, LLC99,864$10.5M2.5%+66813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV88,046$10.5M0.65%-37513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC87,942$10.5M0.73%+50,66413F-HRTimeline
CAMDEN NATIONAL BANK87,194$10.4M1.45%+4,48013F-HRTimeline
RFG Advisory, LLC87,068$10.3M0.21%+18,98513F-HRTimeline
EQUITABLE TRUST CO86,132$10.2M0.47%-2513F-HRTimeline
Councilor Wealth, LLC85,760$10.2M4.72%-4,74013F-HRTimeline
Embree Financial Group85,567$10.2M1.36%-11,92013F-HRTimeline
Global Wealth Management, LLC85,184$10.1M5.31%-2,29313F-HRTimeline
Pettinga Financial Advisors LLC84,953$10.1M1.97%-5,28913F-HRTimeline
IFS Advisors, LLC84,415$10M5.87%+2213F-HRTimeline
BURKE & HERBERT BANK & TRUST CO84,306$10M2.15%-813F-HRTimeline
HighMark Wealth Management LLC84,227$10M4.41%-2,51113F-HRTimeline
FIRST HORIZON CORP84,228$10M0.47%13F-HRTimeline
Retirement Systems of Alabama83,667$9.94M0.03%+13713F-HRTimeline
HARBOR ADVISORY CORP /MA/83,611$9.94M2.94%+5,07413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC83,251$9.89M4.66%+2,54713F-HRTimeline
FDx Advisors, Inc.83,669$9.86M2.95%+28,28713F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.82,663$9.82M5.67%+2,86113F-HRTimeline
Magnolia Wealth Management, LLC82,362$9.79M6.05%+1,46613F-HRTimeline
SAX WEALTH ADVISORS, LLC82,183$9.77M0.52%-8,08013F-HRTimeline
BURNS J W & CO INC/NY81,724$9.71M1.1%+6,37913F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC81,555$9.69M3.34%+2,99113F-HRTimeline
Texas Yale Capital Corp.81,428$9.68M0.3%-21913F-HRTimeline
Sylvest Advisors, LLC81,168$9.65M5.18%-2413F-HRTimeline
Corecam Pte. Ltd.80,980$9.62M5.13%+5,38013F-HRTimeline
Pachira Investments Inc.80,429$9.56M5.37%-5,51013F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC80,421$9.56M0.52%+3,10013F-HRTimelineGroup
Emergent Wealth Advisors, LLC79,967$9.49M5.5%+2,27313F-HRTimeline
Ellis Investment Partners, LLC79,833$9.49M1.71%+72913F-HRTimeline
DAVENPORT & Co LLC79,658$9.47M0.05%+4,24813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO79,268$9.42M0.2%-2,00013F-HRTimeline
Kure Advisory, LLC79,235$9.42M5.81%+2,05013F-HRTimeline
CERTUITY, LLC78,764$9.36M0.64%+6,04613F-HRTimeline
Apella Capital, LLC79,153$9.32M0.21%+11,47113F-HRTimeline
Compound Planning, Inc.77,978$9.27M0.3%+39,85713F-HRTimeline
GHP Investment Advisors, Inc.77,429$9.2M0.39%-1,04013F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…77,375$9.19M0.79%-33,51513F-HRTimelineGroup
Holland Advisory Services, Inc.76,839$9.13M12.54%+2,69513F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC76,138$9.05M1.98%-12213F-HR/ATimeline
Legacy Trust76,008$9.03M1.78%-18813F-HRTimeline
CENTRAL TRUST Co75,618$8.99M0.19%+56013F-HRTimeline
Performa Ltd (US), LLC74,770$8.88M2.36%+15,62013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC74,743$8.88M2.67%+33813F-HRTimeline
Callan Family Office, LLC74,583$8.86M0.28%-1,72113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding74,187$8.82M+5,100Timeline
Rossmore Private Capital73,857$8.78M0.95%+13913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC73,309$8.71M4.62%+2,37413F-HRTimeline
Asset Allocation Strategies LLC73,145$8.69M1.72%-20,76213F-HRTimeline
BostonPremier Wealth LLC73,053$8.68M4.31%+2,75513F-HRTimeline
J.W. COLE ADVISORS, INC.72,880$8.66M0.17%-4,72113F-HRTimeline
Partnership Wealth Management, LLC72,777$8.65M6.66%+70113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC72,721$8.65M0.1%+3,73713F-HRTimelineGroup
Sherman Asset Management, Inc.72,475$8.61M7.43%-40213F-HRTimeline
Canal Capital Management, LLC72,322$8.59M1.29%-86413F-HRTimeline
Premier Path Wealth Partners, LLC72,321$8.59M1.11%+1,39013F-HRTimeline
Citizens National Bank Trust Department72,206$8.58M1.53%-2,52213F-HRTimeline
F/m Investments LLC72,199$8.58M0.33%-6,88113F-HRTimeline
Richwood Investment Advisors, LLC72,197$8.58M6.72%-29913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC72,133$8.57M0.05%+11,29813F-HRTimeline
Alley Investment Management Company, LLC71,926$8.55M0.99%+1413F-HRTimeline
Per Stirling Capital Management, LLC.71,874$8.54M1.02%-1,36113F-HRTimeline
Marietta Wealth Management, LLC71,565$8.5M1.04%-26,79113F-HRTimeline
Ellenbecker Investment Group71,437$8.49M1.25%-3,15313F-HRTimeline
Geneos Wealth Management Inc.71,182$8.46M0.21%-1,50213F-HRTimeline
Enclave Advisors LLC71,135$8.45M1.29%+16,64713F-HRTimeline
Uptown Financial Advisors LLC71,081$8.45M7.43%+1,27213F-HRTimeline
Buck Wealth Strategies, LLC70,999$8.44M1.16%+6,55113F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC70,920$8.43M4.81%+80413F-HRTimeline
Watts Gwilliam & Co., LLC70,838$8.42M1.36%+8113F-HRTimeline
Plan Group Financial, LLC70,409$8.37M2.25%-15,90913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC70,236$8.35M0.56%+2,26913F-HRTimeline
Peak Financial Management, Inc.70,055$8.32M2.2%+1,25213F-HRTimeline
Counterweight Ventures, LLC69,813$8.3M4.85%+9,99513F-HRTimeline
SPC Financial, Inc.69,698$8.28M0.65%+1,63613F-HRTimeline
Keel Point, LLC69,010$8.2M0.5%-9,16213F-HRTimeline
CX Institutional69,003$8.2M0.25%+4,47813F-HRTimeline
Hiley Hunt Wealth Management68,938$8.19M3.85%+2,32013F-HRTimeline
Florida Trust Wealth Management Co68,661$8.16M0.23%+13,32713F-HRTimeline
Nikulski Financial, Inc.68,607$8.15M2.05%-1,98213F-HRTimeline
Mascoma Wealth Management LLC68,330$8.12M1.79%-1,29213F-HRTimeline
Asio Capital, LLC67,950$8.07M1.21%-27,45213F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…67,774$8.05M0.04%+25,83713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC67,655$8.04M0.63%+2,53513F-HRTimeline
Polianta Ltd67,600$8.03M3.31%new13F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…67,330$8M0.41%-23113F-HRTimelineGroup
Triangle Securities Wealth Management66,651$7.92M1.79%+2,21513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Prospera Financial Services Inc66,412$7.9M0.13%+96913F-HRTimeline
Vectors Research Management, LLC66,290$7.88M2.48%-3,02113F-HRTimeline
MTC Wealth Management LLC66,287$7.88M3.67%-99113F-HRTimeline
Soltis Investment Advisors LLC65,891$7.83M0.54%+99013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC65,704$7.81M0.01%+45,61513F-HRTimelineGroup
Meridian Financial Advisors, LLC65,646$7.8M4.39%-2,15913F-HRTimeline
Evernest Financial Advisors, LLC65,557$7.79M2.18%-75113F-HRTimeline
SkyOak Wealth, LLC65,004$7.72M1.46%-1,02313F-HRTimeline
American Money Management, LLC64,883$7.71M1.29%-4013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …64,662$7.68M1.23%+1,01613F-HRTimeline
Empowered Funds, LLC64,617$7.68M0.08%+54,65713F-HRTimeline
Dorsey & Whitney Trust CO LLC64,478$7.66M0.4%-1,05413F-HRTimeline
Sterling Investment Counsel, LLC64,425$7.66M2.45%+22,29613F-HRTimeline
Composition Wealth, LLC64,393$7.65M0.11%-6,60713F-HRTimeline
Strategic Blueprint, LLC64,301$7.64M0.33%-9,03513F-HRTimeline
HBK Sorce Advisory LLC63,527$7.58M0.19%-2013F-HR/ATimeline
TKG Advisors, LLC63,294$7.52M3.22%-27613F-HRTimeline
Quantinno Capital Management LP63,156$7.5M0.02%+23,66413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…63,104$7.5M0.63%013F-HRTimelineGroup