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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
BLUE SQUARE ASSET MANAGEMENT, LLC121,205$14.6M6.47%+61,88013F-HRTimeline
First Bank & Trust120,821$14.5M2.37%-2013F-HRTimeline
Belpointe Asset Management LLC119,750$14.4M0.52%+9,76213F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI119,199$14.3M0.95%+3,82213F-HRTimeline
Investment Advisory Group, LLC119,056$14.3M3.68%-33913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp118,985$14.3M0.64%-75013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC118,070$14.2M0.12%-1,65013F-HRTimeline
Francis Financial, Inc.117,769$14.2M2.77%+2,00313F-HRTimeline
Neumann Capital Management, LLC117,764$14.2M4.09%+34713F-HRTimeline
SAPIENT CAPITAL LLC116,092$14.1M0.2%+7,75413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding117,421$14.1M-36,783Timeline
Galvin, Gaustad & Stein, LLC117,004$14.1M1.1%-5,26113F-HRTimeline
LVW Advisors, LLC116,974$14.1M1.42%+3,57713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC116,814$14M0.3%-12,31413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …114,446$13.8M1.85%+49,78413F-HRTimeline
Community Bank, N.A.114,312$13.7M1.62%-1,16813F-HRTimeline
MERIDIAN MANAGEMENT CO114,082$13.7M3.39%+3,16613F-HRTimeline
PROFFITT & GOODSON INC113,595$13.7M1.91%+63713F-HRTimeline
NOTTINGHAM ADVISORS, INC.112,068$13.5M1.88%-4,39513F-HRTimeline
Litman Gregory Wealth Management LLC112,039$13.5M0.99%-2,36913F-HRTimeline
Richard W. Paul & Associates, LLC111,693$13.4M4.46%+3,10113F-HRTimeline
Argent Trust Co111,287$13.4M0.46%+34713F-HRTimeline
Cranbrook Wealth Management, LLC110,875$13.3M2.63%+10013F-HRTimeline
Texas Capital Bank Wealth Management Se…110,450$13.3M0.77%new13F-HRTimeline
Fortis Capital Advisors, LLC110,311$13.3M1.96%+4,56913F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC110,101$13.2M2.39%-6,72713F-HRTimeline
IHT Wealth Management, LLC109,081$13.2M0.32%+15113F-HRTimeline
PACK Private Wealth, LLC109,920$13.2M6.04%+1,76713F-HRTimeline
NewSquare Capital LLC109,011$13.1M1.16%-41,70913F-HRTimeline
Melone Private Wealth, LLC108,593$13.1M5.54%+49,79213F-HRTimeline
Waverly Advisors, LLC107,554$12.9M0.1%-79713F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…107,219$12.9M0.21%+1,30513F-HRTimelineGroup
TCI Wealth Advisors, Inc.106,949$12.9M0.71%-2,62513F-HRTimeline
Boyd Wealth Management, LLC106,432$12.8M5.42%+66,08313F-HRTimeline
Dynasty Wealth Management, LLC106,106$12.8M0.13%-551,95913F-HRTimeline
Presper Financial Architects, LLC106,017$12.7M7.2%+2,05613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC105,716$12.7M0.01%+40,01213F-HRTimelineGroup
PENINSULA ASSET MANAGEMENT INC105,162$12.6M6.49%-12513F-HRTimeline
CIM INVESTMENT MANAGEMENT INC104,902$12.6M3.3%+1,12313F-HRTimeline
Houlihan Financial Resource Group, Ltd.101,872$12.6M4.78%+51,30213F-HRTimeline
Integrity Advisory Solutions, LLC104,055$12.5M1.8%-4813F-HRTimeline
IFP Advisors, Inc103,971$12.5M0.28%+13,71313F-HRTimeline
DAVENPORT & Co LLC103,820$12.5M0.07%+24,16213F-HRTimeline
Gotham Asset Management, LLC103,677$12.5M0.05%+113F-HRTimeline
NESTEGG ADVISORS, INC.102,460$12.3M10.52%-71013F-HRTimeline
Schneider Downs Wealth Management Advis…102,218$12.3M1.38%+1,46713F-HRTimeline
JNBA Financial Advisors102,013$12.3M1.07%-1,85813F-HRTimeline
4Thought Financial Group Inc.101,475$12.2M6.04%-1,00113F-HRTimeline
IFG Advisory, LLC100,964$12.1M0.53%+3,40013F-HRTimeline
Crestwood Advisors Group, LLC100,880$12.1M0.2%-2,46113F-HRTimeline
Wilmington Savings Fund Society, FSB100,669$12.1M0.28%+41313F-HRTimeline
Sageworth Trust Co100,638$12.1M0.52%-12,16313F-HRTimeline
Salomon & Ludwin, LLC98,375$12.1M1.07%-2,13713F-HRTimeline
Corecam Pte. Ltd.100,380$12.1M6.4%+19,40013F-HRTimeline
McGuire Investment Group, LLC100,242$12M1.29%-2,42313F-HRTimeline
Federation des caisses Desjardins du Qu…99,702$12M0.05%+79,59013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC99,494$12M0.33%-7,79713F-HR/ATimelineGroup
Nordwand Advisors, LLC99,300$11.9M2.09%-1,64013F-HRTimeline
Tortoise Investment Management, LLC99,296$11.9M1.05%-1,78913F-HRTimeline
Long Run Wealth Advisors, LLC97,584$11.7M2.21%+1,79713F-HRTimeline
Towercrest Capital Management97,535$11.7M1.85%-13,12013F-HRTimeline
Aptus Capital Advisors, LLC97,554$11.7M0.1%-4,98313F-HRTimeline
DIVERSIFIED MANAGEMENT INC97,355$11.7M2.73%13F-HRTimeline
Next Level Wealth Planning, LLC97,206$11.7M6.22%+2,54713F-HRTimeline
Sprinkle Financial Consultants LLC96,766$11.6M5.91%-88613F-HRTimeline
HARBOUR INVESTMENTS, INC.96,625$11.6M0.24%+1,40513F-HRTimeline
Palisades Hudson Asset Management, L.P.95,802$11.5M4.46%-3,33813F-HRTimeline
Capital Investment Advisory Services, L…95,471$11.5M0.81%+3,09713F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.95,296$11.5M0.01%new13F-HRTimelineGroup
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC94,964$11.4M1.63%new13F-HRTimeline
Summit Trail Advisors, LLC94,643$11.4M0.2%-13713F-HRTimeline
Caldwell Trust Co94,065$11.3M1%+4,73813F-HRTimeline
Sylvest Advisors, LLC93,761$11.3M6.01%+12,59313F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC93,739$11.3M0.82%+5,44613F-HRTimeline
Canvas Wealth Advisors, LLC93,393$11.2M1.91%+1,16313F-HRTimeline
CFO4Life Group, LLC93,237$11.2M1.6%-1,96113F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC92,963$11.2M1.25%-1,62913F-HRTimeline
eCIO, Inc.92,618$11.1M5.18%-3,67813F-HRTimeline
CAMDEN NATIONAL BANK92,587$11.1M1.53%+5,39313F-HRTimeline
TFO Wealth Partners, LLC92,536$11.1M1.66%-16713F-HRTimeline
CONDOR CAPITAL MANAGEMENT92,188$11.1M0.9%-75613F-HRTimeline
Operose Advisors LLC91,929$11M2.57%-17,92013F-HRTimeline
Global Strategic Investment Solutions, …91,877$11M1.08%-71813F-HRTimeline
Somnio Financial Group, LLC91,440$11M7.26%+1,30213F-HRTimeline
Rochester Wealth Strategies, LLC91,369$11M6.9%+1,57413F-HRTimeline
SoundView Advisors Inc.90,717$10.9M3.8%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc90,579$10.9M<0.01%-25,08213F-HRTimelineGroup
KFA Private Wealth Group, LLC90,513$10.9M2.65%+78513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV90,389$10.9M0.57%+2,34313F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.90,270$10.8M5.12%+1,85813F-HRTimeline
Topel & Distasi Wealth Management, LLC90,146$10.8M5.29%+35813F-HRTimeline
HOWE & RUSLING INC89,918$10.8M0.71%+1,61113F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.89,631$10.8M7.37%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC89,443$10.7M0.06%+17,31013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS89,338$10.7M0.01%-3,93213F-HRTimelineGroup
Robertson Stephens Wealth Management, L…89,195$10.7M0.3%+91213F-HRTimeline
Ironwood Wealth Management, LLC.89,171$10.7M3.15%+68213F-HRTimeline
Waterway Wealth Management, LLC101,173$10.7M2.42%+1,30913F-HRTimeline
LCW Services, LLC88,798$10.7M5.68%13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC88,543$10.6M0.32%+41313F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/88,329$10.6M0.18%-12,15513F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC87,988$10.6M0.35%-1,64813F-HRTimeline
Shulman DeMeo Asset Management LLC87,928$10.6M2.4%-73513F-HRTimeline
Bryant Woods Investment Advisors, LLC87,503$10.5M4.08%-1,40413F-HRTimeline
CCG WEALTH MANAGEMENT, LLC87,001$10.5M4.48%+3,75013F-HRTimeline
CHOREO, LLC85,559$10.4M0.13%-8,14113F-HRTimeline
Fiduciary Group, LLC86,510$10.4M0.87%-5,40513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC86,424$10.4M3.48%-21,52413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…86,361$10.4M0.01%+59,07313F-HRTimelineGroup
Coastline Complete Wealth LLC86,109$10.3M6.52%13F-HRTimeline
HighMark Wealth Management LLC85,879$10.3M4.21%+1,65213F-HRTimeline
Compound Planning, Inc.85,815$10.3M0.3%+7,83713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC85,621$10.3M0.54%+5,20013F-HRTimelineGroup
Magnolia Wealth Management, LLC85,476$10.3M6.14%+3,11413F-HRTimeline
Tempo Wealth, LLC84,984$10.2M1.82%13F-HRTimeline
Pettinga Financial Advisors LLC84,963$10.2M1.94%+1013F-HRTimeline
FIRST HORIZON CORP84,613$10.2M0.45%+38513F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.84,384$10.1M5.89%+1,72113F-HRTimeline
Parallel Advisors, LLC84,051$10.1M0.19%-9,82313F-HRTimeline
Rossmore Private Capital84,032$10.1M0.9%+10,17513F-HRTimeline
MGO ONE SEVEN LLC83,915$10.1M0.21%-18,52813F-HRTimeline
Retirement Systems of Alabama83,667$10.1M0.03%013F-HRTimeline
BURNS J W & CO INC/NY82,987$9.97M1.1%+1,26313F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC82,545$9.92M3.39%+99013F-HRTimeline
Kure Advisory, LLC82,074$9.86M5.52%+2,83913F-HRTimeline
FDx Advisors, Inc.81,597$9.81M5%-2,07213F-HRTimeline
Apella Capital, LLC81,456$9.79M0.19%+2,30313F-HRTimeline
Texas Yale Capital Corp.81,428$9.79M0.3%013F-HRTimeline
Global Wealth Management, LLC81,339$9.78M5.26%-3,84513F-HRTimeline
Richwood Investment Advisors, LLC74,036$9.77M7.02%+1,83913F-HRTimeline
Ellis Investment Partners, LLC81,127$9.75M1.7%+1,29413F-HRTimeline
Atria Investments, Inc80,573$9.68M0.11%+28,18413F-HRTimeline
Councilor Wealth, LLC80,506$9.68M4.57%-5,25413F-HRTimeline
AlphaCore Capital LLC80,232$9.64M0.22%+76,48913F-HRTimeline
Tarbox Family Office, Inc.79,889$9.6M1.54%-30,54413F-HRTimeline
Buck Wealth Strategies, LLC79,861$9.6M1.22%+8,86213F-HRTimeline
Holland Advisory Services, Inc.79,787$9.59M12.94%+2,94813F-HRTimeline
EQUITABLE TRUST CO79,408$9.54M0.43%-6,72413F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …79,363$9.54M0.5%+18,89113F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC79,046$9.5M0.68%+8,81013F-HRTimeline
HARBOR ADVISORY CORP /MA/78,704$9.46M2.86%-4,90713F-HRTimeline
Quantinno Capital Management LP78,591$9.45M0.02%+15,43513F-HRTimeline
FIRST CITIZENS BANK & TRUST CO78,357$9.42M0.2%-91113F-HRTimeline
GHP Investment Advisors, Inc.77,853$9.36M0.38%+42413F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…77,736$9.34M0.76%+36113F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding77,033$9.26M+2,846Timeline
Geneos Wealth Management Inc.76,996$9.25M0.23%+5,81413F-HRTimeline
SAX WEALTH ADVISORS, LLC76,581$9.2M0.43%-5,60213F-HRTimeline
Legacy Trust76,323$9.17M1.72%+31513F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC76,018$9.14M2.08%-12013F-HR/ATimeline
SIH Partners, LLLPin group SIH Partners, LLLP75,956$9.13M0.53%new13F-HRTimelineGroup
MATRIX PRIVATE CAPITAL GROUP LLC75,899$9.12M4.63%+2,59013F-HRTimeline
Embree Financial Group75,566$9.08M1.12%-10,00113F-HRTimeline
CENTRAL TRUST Co74,939$9.01M0.18%-67913F-HRTimeline
CERTUITY, LLC74,530$8.96M0.56%-4,23413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC74,487$8.95M2.57%-25613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC73,979$8.89M0.1%+1,25813F-HRTimelineGroup
Selby Wealth Management, LLC73,912$8.88M3.58%13F-HRTimeline
Asset Allocation Strategies LLC73,905$8.88M1.64%+76013F-HRTimeline
Polianta Ltd73,700$8.86M1.16%+6,10013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding73,032$8.85M+48,795Timeline
Arvest Bank Trust Division73,596$8.84M0.48%+52,82213F-HRTimeline
Performa Ltd (US), LLC73,520$8.84M2.24%-1,25013F-HRTimeline
Uptown Financial Advisors LLC73,411$8.82M7.52%+2,33013F-HRTimeline
Keel Point, LLC73,254$8.8M0.53%+4,24413F-HRTimeline
Partnership Wealth Management, LLC73,164$8.79M6.33%+38713F-HRTimeline
Soltis Investment Advisors LLC72,758$8.74M0.58%+6,86713F-HR/ATimeline
Twin Cities Retirement Group LLC72,618$8.73M8.42%13F-HRTimeline
F/m Investments LLC72,029$8.66M0.33%-17013F-HRTimeline
Coastal Bridge Advisors, LLC71,794$8.63M0.64%+34,02813F-HRTimeline
Triangle Securities Wealth Management71,762$8.62M1.82%+5,11113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SARD WEALTH MANAGEMENT GROUP, LLC71,761$8.62M4.73%+84113F-HRTimeline
TMB Capital Partners, LLC71,636$8.61M2.94%13F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…71,628$8.61M0.47%+4,29813F-HRTimelineGroup
Pachira Investments Inc.71,585$8.6M4.19%-8,84413F-HRTimeline
RFG Advisory, LLC71,473$8.59M0.16%-15,59513F-HRTimeline
Per Stirling Capital Management, LLC.71,167$8.55M0.96%-70713F-HRTimeline
Alley Investment Management Company, LLC71,151$8.55M1%-77513F-HRTimeline
Marietta Wealth Management, LLC70,955$8.53M0.99%-61013F-HRTimeline
Citizens National Bank Trust Department70,651$8.49M1.46%-1,55513F-HRTimeline
Evernest Financial Advisors, LLC64,125$8.46M1.77%-1,43213F-HRTimeline
Counterweight Ventures, LLC70,285$8.45M4.74%+47213F-HRTimeline
Peak Financial Management, Inc.70,087$8.42M2.17%+3213F-HRTimeline
HBK Sorce Advisory LLC63,822$8.42M0.19%+29513F-HRTimeline
HighPoint Advisor Group LLC69,643$8.37M0.18%new13F-HRTimeline
Mascoma Wealth Management LLC69,521$8.36M1.79%+1,19113F-HRTimeline
Strategic Financial Partners, Ltd.69,292$8.33M3.61%+27,31513F-HRTimeline
Sherman Asset Management, Inc.68,917$8.28M7.01%-3,55813F-HRTimeline
CX Institutional68,741$8.26M0.25%-26213F-HRTimeline
Turtle Creek Wealth Advisors, LLC68,549$8.24M0.65%+12,34813F-HRTimeline
May Hill Capital, LLC68,525$8.24M2.22%+7,36713F-HR/ATimeline
Alliance Private Wealth, LLC64,095$8.22M2.86%13F-HRTimeline
NorthCoast Asset Management LLC68,017$8.17M0.18%-763,62713F-HRTimeline
Ellenbecker Investment Group67,991$8.17M1.14%-3,44613F-HRTimeline
Premier Path Wealth Partners, LLC67,989$8.17M1.06%-4,33213F-HRTimeline
Florida Trust Wealth Management Co67,844$8.15M0.23%-81713F-HRTimeline
Cannon Capital Management, Inc.67,825$8.15M7.17%13F-HRTimeline
SkyOak Wealth, LLC67,185$8.07M1.45%+2,18113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC67,161$8.07M0.6%-49413F-HRTimeline
Marble Wealth, LLC66,788$8.03M1.11%13F-HRTimeline