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Disclosery

IJR ISHARES TR

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SHS (fund)

2,822 managers (2,852 13F filers) reported a position in IJR shares at 2026-06-30, 563,246,534 shares in all. 182 filers opened a position and 88 filers sold out during the quarter.

Managers
2,822
13F filers
2,852
New
182
Added
1,134
Reduced
1,147
Sold out
88
Shares held by filers
563,246,534

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MTC Wealth Management LLC65,876$9.77M4.38%-1,53613F-HRTimeline
Pachira Investments Inc.65,753$9.75M3.68%-2,69413F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…65,616$9.73M2.76%+2,19513F-HRTimeline
ASPIRIANT, LLC65,523$9.72M0.24%+98213F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding65,258$9.68M+28,292Timeline
BostonPremier Wealth LLC65,072$9.65M4.1%+1,94913F-HRTimeline
American Money Management, LLC64,967$9.64M1.38%-1,72613F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS64,954$9.63M0.01%-3,43413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC63,837$9.47M0.36%+70113F-HRTimeline
HBK Sorce Advisory LLC63,498$9.46M0.18%-90113F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC63,722$9.45M1.68%+51513F-HRTimeline
HEMMING& WEALTH MANAGEMENT, INC.63,435$9.41M5.73%+29113F-HRTimeline
Performa Ltd (US), LLC63,258$9.38M1.51%-3,11213F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA63,227$9.38M0.61%+3613F-HRTimeline
Stephenson & Company, Inc.63,165$9.37M4.39%+3,62913F-HRTimeline
St. Louis Trust Co543,969$9.3M1.13%-5,31413F-HRTimeline
Madison Wealth Partners, Inc62,525$9.27M1.18%+1,57813F-HRTimeline
Latko Wealth Management, Ltd.62,362$9.25M3.93%+71413F-HRTimeline
Strategic Blueprint, LLC62,361$9.25M0.46%-44313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.61,938$9.19M0.75%+26,03913F-HRTimelineGroup
TrustBankin group TrustBank61,713$9.15M3.11%+1,40113F-HRTimelineGroup
Kingsview Wealth Management, LLC61,697$9.15M0.11%+8,49013F-HRTimeline
HighPoint Advisor Group LLC61,537$9.13M0.32%-2,24013F-HRTimeline
SlateStone Wealth, LLC61,357$9.1M0.7%+2,11913F-HRTimeline
Alliance Private Wealth, LLC60,995$9.05M3.14%-3,45113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management60,979$9.04M0.27%-2,56313F-HRTimelineGroup
Asio Capital, LLC60,950$9.04M1.16%-2,15313F-HRTimeline
Counterweight Ventures, LLC60,819$9.02M4.5%-75813F-HRTimeline
Dorsey & Whitney Trust CO LLC60,698$9M0.44%+28313F-HRTimeline
IFS Advisors, LLC60,687$9M4.31%-2,57913F-HRTimeline
AtlasMark Financial, Inc60,562$8.98M4.42%+9,58013F-HRTimeline
Provident Wealth Management, LLC60,535$8.98M2.31%+17213F-HRTimeline
HM PAYSON & CO60,434$8.96M0.12%+11,03413F-HRTimeline
CUMBERLAND ADVISORS INC60,420$8.96M3.16%-30013F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV60,267$8.94M3.61%+4,49013F-HRTimeline
United Financial Planning Group LLC60,191$8.93M4.54%+1,26713F-HRTimeline
WLTH Capital Management, LLC59,863$8.88M5.69%-1,92013F-HRTimeline
White Pine Investment CO59,794$8.87M1.89%-99313F-HRTimeline
Serenus Wealth Advisors, LLC59,798$8.87M1.55%+11413F-HRTimeline
Prospera Financial Services Inc59,221$8.79M0.13%-47613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC58,984$8.75M0.16%+3,88213F-HRTimeline
Atlas Legacy Advisors, LLC58,894$8.73M1.29%+1,35113F-HRTimeline
LYNCH & ASSOCIATES/IN58,811$8.72M1.52%-1,98713F-HRTimeline
Wick Capital Partners, LLC58,773$8.72M1.32%+16,13813F-HRTimeline
McAdam, LLC58,747$8.71M0.34%+3,61513F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…58,719$8.71M1.29%-1,22313F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.58,711$8.71M0.5%-46413F-HRTimeline
Telos Capital Management, Inc.58,620$8.69M0.77%+42013F-HRTimeline
Galvin, Gaustad & Stein, LLC58,550$8.68M0.64%+25,12813F-HRTimeline
Bell Investment Advisors, Inc58,523$8.68M1.27%-67613F-HRTimeline
Hopwood Financial Services, Inc.57,977$8.6M4.98%+24013F-HRTimeline
F/m Investments LLC57,528$8.53M0.43%-1,92713F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC57,433$8.52M2.87%+1,98713F-HRTimeline
Northside Capital Management, LLC57,415$8.52M0.7%-12113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management57,408$8.51M0.09%+7,94213F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.57,406$8.51M0.28%+81913F-HRTimelineGroup
Mayflower Financial Advisors, LLC57,328$8.5M0.73%-49113F-HRTimeline
Meridian Financial Advisors, LLC57,316$8.5M4.08%-1,43613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS57,062$8.46M0.3%+5,00613F-HRTimelineGroup
Boltwood Capital Management56,611$8.4M1.92%-35113F-HRTimeline
John Boyer, Inc.56,354$8.36M7.25%+1,22313F-HRTimeline
Union Bancaire Privee, UBP SA56,646$8.35M0.09%-27,68613F-HRTimeline
Alliance Wealth Management Group56,092$8.32M1.62%+5,37713F-HRTimeline
PARTHENON LLC55,967$8.3M0.86%-15013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC55,889$8.29M0.1%+2413F-HRTimelineGroup
NEW ENGLAND ASSET MANAGEMENT INC55,885$8.29M0.96%-5013F-HRTimeline
Western Wealth Management, LLC55,348$8.21M0.27%+9,02313F-HRTimeline
Townsend Financial Planning, LLC55,330$8.21M7.15%-2,66413F-HRTimeline
J.W. COLE ADVISORS, INC.55,191$8.19M0.14%new13F-HRTimeline
Northstar Advisory Group, LLC54,963$8.15M2.53%+49,09913F-HRTimeline
Meridian Wealth Management, LLC54,787$8.11M0.25%-3,56513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…54,586$8.1M0.67%013F-HRTimelineGroup
Ironsides Asset Advisors, LLC54,424$8.07M1.89%+8413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC54,392$8.07M0.76%+35,98913F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC54,087$8.02M5.24%+30913F-HRTimeline
Nikulski Financial, Inc.53,920$8M1.73%-4,96113F-HRTimeline
Paragon Private Wealth Management, LLC53,822$7.98M2.08%-1,42013F-HRTimeline
New World Advisors LLC53,684$7.96M1.35%+76813F-HRTimeline
Schonfeld Strategic Advisors LLC53,662$7.96M0.04%new13F-HRTimeline
Sound Stewardship, LLC53,475$7.93M3.27%+11413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp53,430$7.92M0.19%-3,16113F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC53,339$7.91M3.79%-94413F-HRTimeline
Palumbo Wealth Management LLC52,724$7.82M1.64%-65613F-HRTimeline
Fortitude Family Office, LLC52,673$7.81M1.52%+3,00013F-HRTimeline
Next Capital Management LLC52,491$7.78M2.1%+2,74213F-HRTimeline
Csenge Advisory Group52,470$7.78M0.32%-1,28313F-HRTimeline
Legacy Private Trust Co.52,468$7.78M0.43%-2,44113F-HRTimeline
NWAM LLC52,336$7.76M0.39%+2,39913F-HRTimeline
TBH Global Asset Management, LLC52,059$7.72M1.41%-2,97813F-HRTimeline
BIRCHBROOK, INC.51,969$7.71M3.62%-1,30913F-HRTimeline
Ballew Advisors, Inc52,503$7.69M3.97%-45013F-HRTimeline
Strategic Financial Partners, Ltd.51,548$7.65M2.88%-1,06713F-HRTimeline
Private Advisory Group LLC51,303$7.61M0.42%+3,24313F-HRTimeline
G&S Capital LLC51,198$7.59M2.2%-40713F-HRTimeline
Abundance Wealth Counselors51,029$7.57M0.49%+18,64113F-HRTimeline
Qube Research & Technologies Ltd50,729$7.52M0.01%+38,01613F-HRTimeline
BOSTON FAMILY OFFICE LLC50,576$7.5M0.46%-89613F-HRTimeline
CBM Financial, LLC51,351$7.5M4.46%+52913F-HRTimeline
CITY HOLDING CO50,489$7.49M0.85%-19213F-HRTimeline
Americana Partners, LLC50,377$7.47M0.17%+2,70113F-HRTimeline
Coral Wealth Management, LLC50,277$7.46M6.11%+19,58113F-HRTimeline
Citizens Business Bank50,215$7.45M1.12%-1,53913F-HRTimeline
ENZI WEALTH51,007$7.42M2.35%-3,21713F-HRTimeline
SVB WEALTH LLC49,797$7.39M0.47%-1,51913F-HRTimeline
Sowell Financial Services LLC49,770$7.38M0.24%-2,03413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC49,644$7.36M2.21%+62713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…49,630$7.36M0.21%+7,50713F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC49,390$7.33M0.47%-87113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…49,238$7.3M0.08%-57713F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co49,200$7.3M0.31%-76313F-HRTimelineGroup
Garde Capital, Inc.49,016$7.27M0.33%-1,13113F-HRTimeline
Bellwether Advisors, LLC48,973$7.26M1.08%+2,00513F-HRTimeline
Campion Asset Management48,930$7.26M4.43%+1,13213F-HRTimeline
Odyssey Group, LLC48,784$7.24M1.96%13F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC48,743$7.23M3.98%+2,13913F-HRTimeline
Atria Investments, Inc48,392$7.18M0.07%-23,85913F-HRTimeline
Certified Advisory Corp48,339$7.17M0.58%-4,07413F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC48,267$7.16M0.47%+94213F-HRTimeline
Financial Solutions Advisory Group, Inc.49,143$7.15M0.9%-39213F-HRTimeline
Columbus Macro, LLC48,189$7.15M0.7%+50713F-HRTimeline
Enclave Advisors LLC48,023$7.12M0.93%+6,50413F-HRTimeline
STAR Financial Bank47,909$7.11M2.89%+5,45413F-HRTimeline
Lee Financial Co47,787$7.09M0.91%-18513F-HRTimeline
Gateway Wealth Partners, LLC47,766$7.08M0.42%-46,59313F-HRTimeline
Orin Green Financial, LLC47,749$7.08M2.61%-10313F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.47,530$7.05M1.9%-22813F-HRTimeline
CFS Investment Advisory Services, LLC47,896$7.02M0.47%-91913F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …47,293$7.01M0.02%-4,00513F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…47,256$7.01M0.38%-7,81713F-HRTimeline
Betterment LLC46,985$6.97M0.01%+12613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/46,933$6.96M0.01%-1,48013F-HRTimelineGroup
FDx Advisors, Inc.46,848$6.95M2.09%-2,14213F-HRTimeline
ROMANO BROTHERS AND COMPANY46,796$6.94M0.7%+9013F-HRTimeline
Simplicity Wealth,LLC46,759$6.93M0.23%+10,60213F-HRTimeline
Geneos Wealth Management Inc.46,677$6.92M0.14%-9,02013F-HRTimeline
Bryn Mawr Trust Advisors, LLC46,455$6.89M0.3%+1,92013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.46,150$6.84M0.89%-2,15013F-HRTimeline
First National Bank of Hutchinson46,038$6.83M3.75%-9613F-HRTimeline
Turtle Creek Wealth Advisors, LLC45,888$6.8M0.36%+9,13513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC45,855$6.8M0.15%-1,65413F-HRTimelineGroup
Cornerstone Wealth Group, LLC45,766$6.79M0.4%-19113F-HRTimeline
Integras Partners LLC45,583$6.76M3.73%-5013F-HRTimeline
KPP Advisory Services LLC45,480$6.75M0.85%+10513F-HRTimeline
Hudson Capital Management LLC45,464$6.74M1.63%-1,32313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC45,421$6.74M0.46%+3,78313F-HRTimeline
Affiance Financial, LLC45,380$6.73M0.97%+2,37313F-HRTimeline
Aspetuck Financial Management LLC45,291$6.72M3.95%+7513F-HRTimeline
IMA Advisory Services, Inc.45,189$6.7M0.42%+6,71313F-HRTimeline
Astoria Strategic Wealth, Inc.45,174$6.7M1.53%+1,28513F-HRTimeline
Carnegie Investment Counsel44,906$6.66M0.13%-1,24813F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP44,848$6.65M0.8%-5,29013F-HRTimeline
Coign Capital Advisors LLC44,791$6.64M2.99%-1,21613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO44,728$6.63M0.01%+13,22113F-HRTimelineGroup
Evernest Financial Advisors, LLC44,679$6.63M1.39%-3,57713F-HRTimeline
Montecito Bank & Trust44,675$6.63M0.99%-3,92813F-HRTimeline
Wedmont Private Capital45,473$6.62M0.18%+4,06013F-HRTimeline
Foundations Investment Advisors, LLC44,549$6.61M0.07%+11,01813F-HRTimeline
MidAtlantic Capital Management, Inc.44,389$6.58M4.09%-32713F-HRTimeline
CPC Advisors, LLC44,179$6.55M0.88%-3,33413F-HRTimeline
Lynch Investment Planning, LLC44,121$6.54M5.03%+5,24113F-HRTimeline
Global Trust Wealth Management LLC44,014$6.53M4.5%+1,86413F-HRTimeline
Dakota Wealth Management43,789$6.49M0.12%+15413F-HRTimeline
MIDDLETON & CO INC/MA43,739$6.49M0.69%-94113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.43,411$6.44M0.43%-90613F-HRTimelineGroup
Independent Solutions Wealth Management…43,382$6.43M0.84%-78213F-HRTimeline
MSH Capital Advisors LLC43,366$6.43M1.12%-43913F-HRTimeline
Lee, Kelleher & Klein Wealth Management42,887$6.36M3.33%+1,31313F-HRTimeline
Madson Wealth Advisors Inc42,805$6.35M4.32%+2,95413F-HRTimeline
Capital Advantage, Inc.42,688$6.33M0.77%-93913F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…43,098$6.31M4.97%-6,24013F-HRTimeline
Resolute Advisors LLC42,481$6.3M1.51%-1,74313F-HRTimeline
CIBC WORLD MARKET INC.42,397$6.29M0.01%+30,77813F-HRTimeline
Kovack Advisors, Inc.42,230$6.26M0.3%+8,46113F-HRTimeline
VISTA INVESTMENT MANAGEMENT41,776$6.2M1.87%-51113F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC41,738$6.19M0.9%-32613F-HRTimeline
ERn Financial, LLC41,653$6.18M1.02%+26013F-HRTimeline
ANB BANK41,638$6.18M2.3%+16913F-HRTimeline
Etesian Wealth Advisors, Inc.41,603$6.17M1.82%-3,11413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…41,565$6.16M0.11%-23413F-HRTimelineGroup
PRIVATE TRUST CO NA41,172$6.11M0.49%-1,67913F-HRTimeline
Palisade Asset Management, LLC41,102$6.1M0.56%+59113F-HRTimeline
Lakeshore Financial Planning, Inc.41,028$6.09M1.96%+57713F-HRTimeline
Cooke Wealth Management, LLC40,910$6.07M4.97%-1,02713F-HRTimeline
SageView Advisory Group, LLC40,903$6.07M0.2%-11313F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC40,902$6.07M0.04%+8,63313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC40,827$6.06M1.16%-94413F-HRTimeline
Aft, Forsyth & Sober, LLC48,675$6.05M1.89%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/40,795$6.05M1.95%+83913F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.40,764$6.05M0.67%-90213F-HR/ATimeline
MACROVIEW INVESTMENT MANAGEMENT LLC40,760$6.05M3.76%+1,34513F-HRTimeline
Roehl & Yi Investment Advisors, LLC40,687$6.03M2%+9713F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…40,572$6.02M0.03%-34,14713F-HRTimeline
Greenfield Savings Bank40,453$6M2.28%-14513F-HRTimeline
WESBANCO BANK INC40,414$5.99M0.15%-1,36013F-HRTimeline
WCG Wealth Advisors LLC40,129$5.95M0.14%+98913F-HRTimeline
OPTIMA CAPITAL LLC40,112$5.95M2.35%+7,37813F-HRTimeline
MRP Capital Investments, LLC40,110$5.95M4.38%-27613F-HRTimeline
CAPE ANN SAVINGS BANK40,069$5.94M2.8%-2,47813F-HRTimeline
WOLFF WIESE MAGANA LLC39,990$5.93M2.73%+41313F-HRTimeline
Snowden Capital Advisors LLC39,848$5.91M0.14%-12,62413F-HRTimeline