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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
Ameritas Investment Partners, Inc.group of 2 filers holding120,656$15M+3,235Timeline
RWA WEALTH PARTNERS, LLC120,283$15M0.16%-38,82713F-HRTimeline
Neumann Capital Management, LLC118,021$14.7M4.32%+25713F-HRTimeline
Gotham Asset Management, LLC116,414$14.5M0.04%+12,73713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC116,055$14.4M0.07%+26,61213F-HRTimeline
Melone Private Wealth, LLC115,143$14.3M5.85%+6,55013F-HRTimeline
Argent Trust Co114,904$14.3M0.48%+3,61713F-HRTimeline
Empowered Funds, LLC114,873$14.3M0.09%new13F-HR/ATimeline
Investment Advisory Group, LLC114,573$14.2M3.62%-4,48313F-HRTimeline
Centerpoint Advisors, LLC114,077$14.2M4.61%-12,18913F-HRTimeline
Community Bank, N.A.113,720$14.1M1.68%-59213F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI113,675$14.1M0.69%-5,52413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …113,198$14.1M1.9%-1,24813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC112,972$14M0.01%+96,80613F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp112,811$14M0.65%-6,17413F-HRTimelineGroup
NorthCoast Asset Management LLC112,450$14M0.32%+44,43313F-HRTimeline
NOTTINGHAM ADVISORS, INC.111,700$13.9M1.79%-36813F-HRTimeline
PACK Private Wealth, LLC111,018$13.8M6.34%+1,09813F-HRTimeline
OneDigital Investment Advisors LLC110,304$13.7M0.13%-11,27613F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC110,136$13.7M2.46%+3513F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…109,400$13.6M0.23%+2,18113F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC108,737$13.5M3.66%+21,73613F-HRTimeline
IHT Wealth Management, LLC108,578$13.5M0.31%-50313F-HRTimeline
DAVENPORT & Co LLC108,403$13.5M0.07%+4,58313F-HRTimeline
Cranbrook Wealth Management, LLC107,362$13.3M2.71%-3,51313F-HRTimeline
Beirne Wealth Consulting Services, LLC107,312$13.3M3.77%+54,18713F-HRTimeline
Waverly Advisors, LLC107,304$13.3M0.1%-25013F-HRTimeline
TCI Wealth Advisors, Inc.107,256$13.3M0.71%+30713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC107,198$13.3M0.95%+13,45913F-HRTimeline
IFP Advisors, Inc106,859$13.3M0.28%+2,88813F-HRTimeline
NewSquare Capital LLC106,809$13.3M1.16%-2,20213F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC105,962$13.2M1.96%+10,99813F-HRTimeline
LVW Advisors, LLC105,491$13.1M1.28%-11,48313F-HRTimeline
TD Waterhouse Canada Inc.104,763$13.1M0.04%+56,81613F-HRTimeline
PROFFITT & GOODSON INC104,999$13.1M2.01%-8,59613F-HRTimeline
MERIDIAN MANAGEMENT CO104,410$13M3.23%-9,67213F-HRTimeline
CIM INVESTMENT MANAGEMENT INC104,389$13M3.46%-51313F-HRTimeline
Crestwood Advisors Group, LLC103,002$12.8M0.22%+2,12213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC102,851$12.8M0.27%-13,96313F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management102,769$12.8M0.03%-51,29413F-HRTimelineGroup
PENINSULA ASSET MANAGEMENT INC102,482$12.7M6.51%-2,68013F-HRTimeline
Iowa State Bank101,538$12.6M2.32%-57,11413F-HRTimeline
Towercrest Capital Management101,461$12.6M1.97%+3,92613F-HRTimeline
Houlihan Financial Resource Group, Ltd.101,288$12.6M4.91%-58413F-HRTimeline
Schneider Downs Wealth Management Advis…101,258$12.6M1.39%-96013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC101,221$12.6M0.1%-16,84913F-HRTimeline
Summit Trail Advisors, LLC101,203$12.6M0.18%+6,56013F-HRTimeline
McGuire Investment Group, LLC100,274$12.5M1.41%+3213F-HRTimeline
NESTEGG ADVISORS, INC.99,896$12.4M10.91%-2,56413F-HRTimeline
Sageworth Trust Co99,836$12.4M0.53%-80213F-HRTimeline
JNBA Financial Advisors99,452$12.4M1.03%-2,56113F-HRTimeline
HOWE & RUSLING INC99,298$12.3M0.81%+9,38013F-HRTimeline
Next Level Wealth Planning, LLC99,228$12.3M6.34%+2,02213F-HRTimeline
Tortoise Investment Management, LLC99,019$12.3M1.02%-27713F-HRTimeline
DIVERSIFIED MANAGEMENT INC98,942$12.3M2.11%+1,58713F-HRTimeline
HARBOR ADVISORY CORP /MA/98,493$12.2M3.68%+19,78913F-HRTimeline
Caldwell Trust Co97,715$12.1M1.09%+3,65013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP97,614$12.1M0.4%+55,14913F-HRTimeline
Sprinkle Financial Consultants LLC96,709$12M5.54%-5713F-HRTimeline
4Thought Financial Group Inc.96,497$12M5.93%-4,97813F-HRTimeline
CAMDEN NATIONAL BANK96,096$11.9M1.62%+3,50913F-HRTimeline
Palisades Hudson Asset Management, L.P.95,738$11.9M4.64%-6413F-HRTimeline
Sylvest Advisors, LLC94,929$11.8M6.28%+1,16813F-HRTimeline
Gateway Wealth Partners, LLC94,359$11.7M0.46%+58,77113F-HRTimeline
Salomon & Ludwin, LLC93,511$11.7M1.05%-4,86413F-HRTimeline
Apella Capital, LLC86,588$11.7M0.17%+5,13213F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.92,770$11.5M5.28%+2,50013F-HRTimeline
CONDOR CAPITAL MANAGEMENT92,680$11.5M0.96%+49213F-HRTimeline
Somnio Financial Group, LLC92,508$11.5M7.55%+1,06813F-HRTimeline
TFO Wealth Partners, LLC92,387$11.5M1.56%-14913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC92,144$11.5M0.3%-7,35013F-HRTimelineGroup
Rochester Wealth Strategies, LLC91,775$11.4M6.92%+40613F-HRTimeline
KFA Private Wealth Group, LLC91,560$11.4M2.73%+1,04713F-HRTimeline
Canvas Wealth Advisors, LLC91,276$11.3M1.93%-2,11713F-HRTimeline
Parallel Advisors, LLC91,111$11.3M0.2%+7,06013F-HR/ATimeline
Compound Planning, Inc.91,049$11.3M0.35%+5,23413F-HRTimeline
Walkner Condon Financial Advisors LLC90,858$11.3M1.49%+35,53913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC90,726$11.3M1.25%-2,23713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV90,584$11.3M0.58%+19513F-HRTimeline
HighMark Wealth Management LLC90,685$11.2M4.58%+4,80613F-HRTimeline
Operose Advisors LLC90,248$11.2M2.6%-1,68113F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC89,824$11.2M0.32%+1,28113F-HRTimelineGroup
eCIO, Inc.89,267$11.1M4.88%-3,35113F-HRTimeline
SoundView Advisors Inc.89,085$11.1M3.94%-1,63213F-HRTimeline
Coastline Complete Wealth LLC89,015$11.1M6.86%+2,90613F-HRTimeline
Nordwand Advisors, LLC90,612$11.1M1.93%-8,68813F-HRTimeline
Corecam Pte. Ltd.88,730$11M4.78%-11,65013F-HRTimeline
Aptus Capital Advisors, LLC88,585$11M0.09%-8,96913F-HRTimeline
Topel & Distasi Wealth Management, LLC88,365$11M5.68%-1,78113F-HRTimeline
Bryant Woods Investment Advisors, LLC88,305$11M4.04%+80213F-HRTimeline
Ironwood Wealth Management, LLC.88,248$11M3.15%-92313F-HRTimeline
CFO4Life Group, LLC88,204$11M1.67%-5,03313F-HRTimeline
Magnolia Wealth Management, LLC87,615$10.9M6.35%+2,13913F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC87,412$10.9M0.57%+1,79113F-HRTimelineGroup
Tempo Wealth, LLC86,765$10.8M1.88%+1,78113F-HRTimeline
Shulman DeMeo Asset Management LLC86,765$10.8M2.29%-1,16313F-HRTimeline
BURNS J W & CO INC/NY86,663$10.8M1.23%+3,67613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC85,615$10.6M0.36%-2,37313F-HRTimeline
Acumen Wealth Advisors, LLC85,138$10.6M2.85%+81,32413F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.85,023$10.6M6.45%+63913F-HRTimeline
Kure Advisory, LLC84,956$10.6M5.75%+2,88213F-HRTimeline
CHOREO, LLC84,909$10.6M0.13%-65013F-HRTimeline
XML Financial, LLC84,337$10.5M0.85%-39,82313F-HRTimeline
FIRST HORIZON CORP84,323$10.5M0.44%-29013F-HRTimeline
Rossmore Private Capital84,112$10.5M0.92%+8013F-HRTimeline
Quantinno Capital Management LP84,031$10.4M0.02%+5,44013F-HRTimeline
Retirement Systems of Alabama83,667$10.4M0.03%013F-HRTimeline
Ellis Investment Partners, LLC83,663$10.4M1.8%+2,53613F-HRTimeline
Fiduciary Group, LLC83,638$10.4M0.89%-2,87213F-HRTimeline
CX Institutional83,334$10.4M0.32%+14,59313F-HRTimeline
Federation des caisses Desjardins du Qu…83,128$10.3M0.04%-16,57413F-HRTimeline
OLD NATIONAL BANCORP /IN/83,082$10.3M0.17%-5,24713F-HRTimeline
Pettinga Financial Advisors LLC82,730$10.3M1.94%-2,23313F-HRTimeline
Buck Wealth Strategies, LLC82,644$10.3M1.27%+2,78313F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC82,164$10.2M3.5%-38113F-HRTimeline
Waterway Wealth Management, LLC94,640$10.2M2.25%-6,53313F-HRTimeline
Texas Yale Capital Corp.82,009$10.2M0.29%+58113F-HRTimeline
Union Bancaire Privee, UBP SA84,332$10.2M0.14%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding81,693$10.2M+4,660Timeline
RFG Advisory, LLC81,352$10.1M0.19%+9,87913F-HRTimeline
Wealth Care LLC81,240$10.1M8.97%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC81,238$10.1M4.87%+5,33913F-HRTimeline
Sunbelt Securities, Inc.80,619$10M0.63%+21,78313F-HRTimeline
MGO ONE SEVEN LLC80,422$10M0.2%-3,49313F-HRTimeline
Cannon Capital Management, Inc.80,160$9.96M8.1%+12,33513F-HRTimeline
Uptown Financial Advisors LLC80,157$9.96M8.06%+6,74613F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.80,000$9.94M1.24%-561,00013F-HRTimelineGroup
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding81,320$9.93M+8,288Timeline
Councilor Wealth, LLC79,424$9.87M4.79%-1,08213F-HRTimeline
Holland Advisory Services, Inc.79,384$9.87M13.22%-40313F-HRTimeline
GHP Investment Advisors, Inc.79,187$9.84M0.41%+1,33413F-HRTimeline
Landmark Wealth Management, LLC78,855$9.8M2.62%+14,75513F-HRTimeline
Tarbox Family Office, Inc.78,839$9.8M1.59%-1,05013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …78,551$9.76M0.53%-81213F-HRTimelineGroup
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…77,859$9.68M0.94%+12313F-HRTimelineGroup
Legacy Trust77,379$9.62M1.84%+1,05613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC77,005$9.58M0.1%+3,02613F-HRTimelineGroup
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC76,917$9.56M3.46%-9,50713F-HR/ATimelineGroup
CENTRAL TRUST Co76,656$9.53M0.19%+1,71713F-HRTimeline
Twin Cities Retirement Group LLC76,556$9.52M8.7%+3,93813F-HRTimeline
Keel Point, LLC76,511$9.51M0.64%+3,25713F-HRTimeline
AlphaCore Capital LLC76,069$9.46M0.22%-4,16313F-HRTimeline
EQUITABLE TRUST CO75,993$9.45M0.44%-3,41513F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC75,727$9.41M2.2%-29113F-HR/ATimeline
Global Strategic Investment Solutions, …75,693$9.41M0.93%-16,18413F-HRTimeline
Richwood Investment Advisors, LLC75,170$9.34M7.2%+1,13413F-HRTimeline
KLINGENSTEIN FIELDS & CO LP74,728$9.29M0.37%+20,85613F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…74,719$9.29M0.05%+14,61713F-HRTimeline
Triangle Securities Wealth Management74,557$9.27M2.1%+2,79513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Wealth Management, LLC74,501$9.26M5.05%-6,83813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO74,478$9.26M0.2%-3,87913F-HRTimeline
Florida Trust Wealth Management Co74,279$9.23M0.26%+6,43513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC74,139$9.22M2.55%-34813F-HRTimeline
SAX WEALTH ADVISORS, LLC76,581$9.2M0.45%013F-HRTimeline
Outlook Wealth Advisors, LLC73,975$9.19M2.23%+68,23113F-HRTimeline
Embree Financial Group73,923$9.19M1.08%-1,64313F-HRTimeline
Asset Allocation Strategies LLC73,631$9.15M1.63%-27413F-HRTimeline
Selby Wealth Management, LLC73,224$9.1M3.59%-68813F-HRTimeline
Arvest Bank Trust Division73,187$9.1M0.49%-40913F-HRTimeline
Coastal Bridge Advisors, LLC72,639$9.03M0.64%+84513F-HRTimeline
Aristides Capital LLC72,428$9M2.98%+9,70813F-HRTimeline
Atria Investments, Inc72,251$8.98M0.1%-8,32213F-HRTimeline
FIL Ltdin group FIL Ltd72,039$8.96M0.01%new13F-HRTimelineGroup
Mascoma Wealth Management LLC71,918$8.94M1.85%+2,39713F-HRTimeline
May Hill Capital, LLC71,758$8.92M2.24%+3,23313F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC71,736$8.92M4.85%-2513F-HRTimeline
HBK Sorce Advisory LLC64,399$8.91M0.18%+57713F-HRTimeline
Marble Wealth, LLC71,522$8.89M1.56%+4,73413F-HRTimeline
Soltis Investment Advisors LLC70,793$8.8M0.57%-1,96513F-HRTimeline
Partnership Wealth Management, LLC70,338$8.74M6.67%-2,82613F-HRTimeline
Alley Investment Management Company, LLC70,268$8.74M1.06%-88313F-HRTimeline
Marietta Wealth Management, LLC69,925$8.69M1.03%-1,03013F-HRTimeline
Peak Financial Management, Inc.69,833$8.68M2.2%-25413F-HRTimeline
TMB Capital Partners, LLC69,695$8.66M2.91%-1,94113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC69,430$8.63M0.63%+2,26913F-HRTimeline
Citizens National Bank Trust Department69,417$8.63M1.44%-1,23413F-HRTimeline
Richard W. Paul & Associates, LLC69,236$8.61M2.9%-42,45713F-HRTimeline
North Berkeley Wealth Management, LLC69,130$8.59M4.54%+5,62113F-HRTimeline
Sherman Asset Management, Inc.68,564$8.52M7.84%-35313F-HRTimeline
SkyOak Wealth, LLC68,485$8.51M1.56%+1,30013F-HRTimeline
Pachira Investments Inc.68,447$8.51M3.98%-3,13813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS68,388$8.5M0.01%-20,95013F-HRTimelineGroup
Sterling Investment Counsel, LLC68,287$8.49M2.38%+2,88713F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE68,127$8.47M1.26%-59,38813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY67,969$8.45M0.78%+5,09513F-HRTimeline
Ellenbecker Investment Group67,719$8.42M1.13%-27213F-HRTimeline
MTC Wealth Management LLC67,412$8.38M3.98%+2,30513F-HRTimeline
Hiley Hunt Wealth Management67,181$8.35M3.68%+93213F-HRTimeline
RIVERSEDGE ADVISORS, LLC67,078$8.34M1.35%-74,33613F-HRTimeline
American Money Management, LLC66,693$8.29M1.31%+35413F-HRTimeline
Performa Ltd (US), LLC66,370$8.25M1.87%-7,15013F-HRTimeline
Vectors Research Management, LLC65,320$8.12M2.37%-55113F-HRTimeline
TKG Advisors, LLC64,703$8.04M3.33%+44413F-HRTimeline
ASPIRIANT, LLC64,541$8.02M0.23%+17513F-HRTimeline
Alliance Private Wealth, LLC64,446$8.01M2.88%+35113F-HRTimeline
Capital Investment Advisory Services, L…64,316$8M0.58%-31,15513F-HRTimeline
Global Wealth Management Investment Adv…63,955$7.95M1.25%+3,77113F-HRTimeline
HighPoint Advisor Group LLC63,777$7.93M0.33%-5,86613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management63,542$7.9M0.27%+13,69713F-HRTimelineGroup
KEELER & NADLER FINANCIAL PLANNING & WE…63,421$7.88M2.67%+95413F-HRTimeline