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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
American Money Management, LLC66,339$7.97M1.25%+1,45613F-HRTimeline
Hiley Hunt Wealth Management66,249$7.96M3.56%-2,68913F-HRTimeline
Vectors Research Management, LLC65,871$7.92M2.42%-41913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK65,813$7.91M0.04%+13,94513F-HRTimelineGroup
WLTH Capital Management, LLC60,045$7.86M6.08%13F-HRTimeline
Sterling Investment Counsel, LLC65,400$7.86M2.25%+97513F-HRTimeline
Prospera Financial Services Inc65,298$7.85M0.13%-1,11413F-HRTimeline
MTC Wealth Management LLC65,107$7.82M3.67%-1,18013F-HRTimeline
Journey Advisory Group, LLC64,568$7.76M0.65%-160,42513F-HRTimeline
Canal Capital Management, LLC64,497$7.75M1.1%-7,82513F-HRTimeline
Dorsey & Whitney Trust CO LLC64,396$7.74M0.41%-8213F-HRTimeline
IFS Advisors, LLC64,391$7.74M4.02%-20,02413F-HRTimeline
ASPIRIANT, LLC64,366$7.74M0.22%+13,00113F-HRTimeline
TKG Advisors, LLC64,259$7.72M3.11%+96513F-HRTimeline
Landmark Wealth Management, LLC64,100$7.7M2.95%+1,45213F-HRTimeline
Strategic Blueprint, LLC63,878$7.68M0.45%-42313F-HRTimeline
New World Advisors LLC63,865$7.68M1.31%+1,06613F-HRTimeline
Asio Capital, LLC63,734$7.66M1.08%-4,21613F-HRTimeline
North Berkeley Wealth Management, LLC63,509$7.63M4.5%+2,30013F-HRTimeline
Garde Capital, Inc.63,474$7.63M0.45%+11,32213F-HRTimeline
Emergent Wealth Advisors, LLC63,059$7.58M4.26%-16,90813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY62,874$7.56M0.68%+5,16813F-HRTimeline
Aristides Capital LLC62,720$7.54M2.6%+2,72013F-HR/ATimeline
Americana Partners, LLC62,636$7.53M0.21%+37113F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…62,467$7.51M2.6%+4,10713F-HRTimeline
Factor Wealth Management LTD62,355$7.49M1.62%+11,55013F-HRTimeline
ENZI WEALTH58,800$7.48M2.64%-119,85913F-HRTimeline
Nikulski Financial, Inc.62,242$7.48M1.79%-6,36513F-HRTimeline
Meridian Financial Advisors, LLC62,224$7.48M4.07%-3,42213F-HRTimeline
White Pine Investment CO61,788$7.43M1.75%-8213F-HRTimeline
Composition Wealth, LLC61,691$7.41M0.11%-2,70213F-HRTimeline
BostonPremier Wealth LLC61,455$7.39M3.78%-11,59813F-HRTimeline
Park Capital Management, LLC / WI61,433$7.38M5.28%+1,97813F-HRTimeline
Bell Investment Advisors, Inc61,301$7.37M1.17%-1,31513F-HRTimeline
Madison Wealth Partners, Inc61,232$7.36M1.34%-184,63813F-HRTimeline
Integrated Advisors Network LLC61,044$7.34M0.32%-43313F-HRTimeline
FIDUCIARY MANAGEMENT INC /WI/60,880$7.32M0.08%new13F-HRTimeline
CUMBERLAND ADVISORS INC60,875$7.32M2.77%-44013F-HRTimeline
Provident Wealth Management, LLC60,745$7.3M2.16%+67913F-HRTimeline
Accretive Wealth Partners, LLC60,665$7.29M2.16%+35013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC60,661$7.29M0.34%-54,07713F-HRTimeline
Sage Advisory Services, Ltd.Co.60,625$7.29M3.97%-28013F-HRTimeline
Cordgrass Capital Advisors, LLC60,527$7.27M1.75%-1,90813F-HRTimeline
Global Wealth Management Investment Adv…60,184$7.23M1.16%+3,41813F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…60,102$7.22M0.04%-7,67213F-HRTimeline
Plan Group Financial, LLC59,913$7.2M1.87%-10,49613F-HRTimeline
Latko Wealth Management, Ltd.59,849$7.19M3.52%+1,11613F-HRTimeline
Serenus Wealth Advisors, LLC59,671$7.17M1.39%-74613F-HRTimeline
PLANNING DIRECTIONS INC59,638$7.17M3.61%+6,43413F-HRTimeline
CFS Investment Advisory Services, LLC59,502$7.15M0.52%+52013F-HRTimeline
LYNCH & ASSOCIATES/IN59,380$7.14M1.35%+1,96713F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…59,314$7.13M1.25%-53713F-HRTimeline
Sunbelt Securities, Inc.58,836$7.07M0.47%-43613F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC58,612$7.04M1.37%-13513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…58,345$7.01M0.09%+3,84113F-HRTimelineGroup
TrustBankin group TrustBank58,114$6.98M2.91%13F-HRTimelineGroup
Townsend Financial Planning, LLC58,014$6.97M6.98%13F-HRTimeline
Aspect Partners, LLC57,945$6.96M3.05%+6,40013F-HRTimeline
Stephenson & Company, Inc.57,860$6.95M3.82%+1,38513F-HRTimeline
SlateStone Wealth, LLC57,628$6.93M0.58%+4,30213F-HRTimeline
Hopwood Financial Services, Inc.57,304$6.89M4.85%+96813F-HRTimeline
Telos Capital Management, Inc.57,192$6.87M0.64%+1,31413F-HRTimeline
Mayflower Financial Advisors, LLC57,065$6.86M0.83%+4,19613F-HRTimeline
PACIFIC FINANCIAL GROUP INC56,875$6.84M3.8%+3,91213F-HRTimeline
United Financial Planning Group LLC56,717$6.82M4.14%+1,23713F-HRTimeline
Boltwood Capital Management56,621$6.8M1.77%+50513F-HRTimeline
Ballew Advisors, Inc53,761$6.8M3.83%-2,53713F-HRTimeline
Csenge Advisory Group56,488$6.79M0.31%-1,60213F-HRTimeline
Legacy Private Trust Co.56,447$6.78M0.4%-3,00513F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.56,246$6.76M0.44%-34413F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV56,151$6.75M3.09%+19413F-HRTimeline
Meridian Wealth Management, LLC56,097$6.74M0.24%-44413F-HRTimeline
BOSTON FAMILY OFFICE LLC56,056$6.74M0.43%-2,26113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp56,015$6.73M0.17%-3,31813F-HRTimelineGroup
PARTHENON LLC55,967$6.73M0.73%+8513F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC55,466$6.67M0.07%-86413F-HRTimelineGroup
Sound Stewardship, LLC55,418$6.66M3.19%-2,00213F-HRTimeline
Citizens Business Bank55,414$6.66M1.1%-1,33113F-HRTimeline
Palumbo Wealth Management LLC55,384$6.66M1.64%new13F-HRTimeline
Walkner Condon Financial Advisors LLC55,319$6.65M0.92%+10,73613F-HRTimeline
Enclave Advisors LLC54,661$6.57M0.93%-16,47413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…54,586$6.56M0.63%-8,51813F-HRTimelineGroup
SVB WEALTH LLC54,305$6.53M0.38%-3,60613F-HRTimeline
Ironsides Asset Advisors, LLC54,295$6.53M1.65%+12913F-HRTimeline
1900 WEALTH MANAGEMENT LLC54,204$6.51M0.42%+1,49713F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC54,095$6.5M4.77%-1,20113F-HRTimeline
KLINGENSTEIN FIELDS & CO LP53,872$6.47M0.24%+27,50613F-HRTimeline
Atlas Legacy Advisors, LLC53,816$6.47M1.14%+1,98113F-HRTimeline
Certified Advisory Corp53,715$6.46M0.59%-77613F-HRTimeline
Paragon Private Wealth Management, LLC53,294$6.4M1.97%-1,71613F-HRTimeline
Beirne Wealth Consulting Services, LLC53,125$6.39M1.85%+46513F-HRTimeline
NWAM LLC50,719$6.33M0.35%+40413F-HRTimeline
John Boyer, Inc.52,552$6.32M6.43%+1,64113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.52,552$6.32M0.24%+17413F-HRTimelineGroup
TD Asset Management Inc52,506$6.31M0.01%+23013F-HRTimeline
RMR Wealth Builders52,471$6.31M0.5%-201,45213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC52,367$6.29M0.14%+1,30613F-HRTimeline
CBM Financial, LLC47,585$6.24M4.24%13F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC51,800$6.23M0.81%+7,68513F-HRTimeline
McAdam, LLC51,689$6.21M0.28%+2,04813F-HRTimeline
CITY HOLDING CO51,264$6.16M0.76%+1,62513F-HRTimeline
Snowden Capital Advisors LLC50,995$6.13M0.16%+9,55713F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC50,990$6.13M2.41%13F-HRTimeline
AtlasMark Financial, Inc50,982$6.13M3.96%-18113F-HRTimeline
Sowell Financial Services LLC50,652$6.09M0.22%+45613F-HRTimeline
CPC Advisors, LLC50,554$6.08M0.61%+5,38613F-HRTimeline
Savvy Advisors, Inc.50,366$6.05M0.2%+9,04913F-HRTimeline
Montecito Bank & Trust50,290$6.04M0.96%-1,82413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co50,078$6.02M0.35%-96213F-HRTimelineGroup
G&S Capital LLC50,063$6.02M2.13%-27013F-HRTimeline
Cornerstone Wealth Group, LLC50,035$6.01M0.41%-4,25413F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP49,866$5.99M0.87%-1,03313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management49,845$5.99M0.2%+2,59113F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY49,715$5.97M0.68%-1,02313F-HRTimeline
Capitol Family Office, Inc.49,503$5.95M7.02%-8,92413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC49,012$5.89M2.09%-2,01713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.48,840$5.87M0.85%-2,00313F-HRTimeline
Mandatum Life Insurance Co Ltd48,720$5.86M1.34%013F-HRTimeline
Aft, Forsyth & Sober, LLC48,675$5.85M1.77%013F-HRTimeline
Alliance Wealth Management Group48,538$5.84M1.28%-5,25313F-HRTimeline
TD Waterhouse Canada Inc.47,947$5.76M0.04%-13,52813F-HRTimeline
Etesian Wealth Advisors, Inc.47,866$5.75M1.8%-2,07213F-HRTimeline
Orin Green Financial, LLC47,783$5.74M2.3%+92713F-HRTimeline
Columbus Macro, LLC47,707$5.73M0.63%+4,88913F-HRTimeline
First National Bank of Hutchinson47,678$5.73M3.36%-7,55313F-HRTimeline
Kingsview Wealth Management, LLC47,617$5.72M0.08%+50613F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.47,510$5.71M1.68%+28513F-HRTimeline
Legacy Financial Strategies, LLC47,477$5.71M1.01%-80,23713F-HRTimeline
Hudson Capital Management LLC47,300$5.68M1.43%+39,92613F-HRTimeline
Corecam AG47,160$5.67M5.69%13F-HRTimeline
KPP Advisory Services LLC47,023$5.65M0.82%+59213F-HRTimeline
WESBANCO BANK INC47,012$5.65M0.16%+11,19813F-HRTimeline
Next Capital Management LLC46,975$5.65M1.81%+2,83713F-HRTimeline
Lee Financial Co46,930$5.64M0.76%-65813F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC46,686$5.61M1.18%+8,54513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …46,641$5.61M0.02%-6,55313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/46,299$5.56M0.01%+1,78613F-HRTimelineGroup
Dakota Wealth Management46,218$5.55M0.1%-1,37213F-HR/ATimeline
Carnegie Investment Counsel46,140$5.55M0.1%-1,85613F-HRTimeline
Fortitude Family Office, LLC45,833$5.51M1.29%+4,20913F-HRTimeline
Campion Asset Management45,788$5.5M3.82%+5,88513F-HRTimeline
Independent Solutions Wealth Management…45,694$5.49M1.01%-1,69613F-HRTimeline
Coign Capital Advisors LLC45,651$5.49M2.87%-7313F-HRTimeline
STAR Financial Bank45,583$5.48M2.8%+15,49513F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…45,119$5.48M3.4%-2,17913F-HRTimeline
Vantage Financial Partners, LLC45,401$5.46M1.11%-44213F-HRTimeline
Resolute Advisors LLC45,337$5.45M1.78%+5713F-HRTimeline
Bellwether Advisors, LLC44,994$5.41M0.86%-16613F-HRTimeline
ERn Financial, LLC44,993$5.41M1.02%+58813F-HRTimeline
MidAtlantic Capital Management, Inc.44,741$5.38M3.44%+82113F-HRTimeline
PRIVATE TRUST CO NA44,682$5.37M0.47%-1,70313F-HRTimeline
Aspetuck Financial Management LLC44,326$5.33M3.58%-45213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.44,233$5.32M0.39%+10813F-HRTimelineGroup
J.W. COLE ADVISORS, INC.56,597$5.31M0.13%-16,28313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management44,182$5.31M0.06%+9013F-HRTimelineGroup
Urban Financial Advisory Corp44,001$5.29M2.08%+6,30213F-HRTimeline
MIDDLETON & CO INC/MA43,910$5.28M0.56%+18513F-HRTimeline
HM PAYSON & CO43,731$5.26M0.07%+9,00013F-HRTimeline
PERSPECTIVE WEALTH ADVISORS LLC43,587$5.24M3.73%13F-HRTimeline
Cooke Wealth Management, LLC41,150$5.24M4.57%13F-HRTimeline
Capital Advantage, Inc.43,525$5.23M0.71%-57313F-HRTimeline
Sandbox Financial Partners, LLC43,395$5.22M1.44%+2,75813F-HRTimeline
MONTAG A & ASSOCIATES INC43,338$5.21M0.24%-65213F-HRTimeline
SageView Advisory Group, LLC43,330$5.21M0.18%+4,58213F-HRTimeline
Foundations Investment Advisors, LLC43,279$5.2M0.07%+6,27413F-HRTimeline
EWA, LLC43,192$5.19M1.27%+2,04313F-HRTimeline
Leo Wealth, LLC43,099$5.18M0.38%+77713F-HRTimeline
VISTA INVESTMENT MANAGEMENT42,976$5.16M1.71%+36713F-HRTimeline
MSH Capital Advisors LLC42,723$5.13M1.1%+78313F-HRTimeline
COZAD ASSET MANAGEMENT INC42,687$5.13M0.4%-13,98913F-HRTimeline
Astoria Strategic Wealth, Inc.42,682$5.13M1.29%+4,39613F-HRTimeline
Wealth Enhancement Trust Services, Inc.42,621$5.12M0.65%13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC42,516$5.11M0.8%-2,01113F-HRTimeline
Crestmont Private Wealth LLC42,499$5.11M1.66%-27413F-HRTimeline
Avior Wealth Management, LLC42,488$5.11M0.16%+3,11013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP42,465$5.1M0.15%+27,02313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.42,137$5.06M0.3%+3,86413F-HRTimelineGroup
Causey Wealth LLC42,112$5.06M2.3%-2613F-HRTimeline
Global Trust Wealth Management LLC41,716$5.01M3.72%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC41,678$5.01M0.34%-7,75813F-HR/ATimeline
ANB BANK41,527$4.99M1.98%-26413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…41,522$4.99M0.16%+3,47713F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…41,229$4.95M0.1%+17,22513F-HRTimelineGroup
Mechanics Financial Corp41,222$4.95M1.83%+23113F-HRTimeline
Wedmont Private Capital39,980$4.95M0.17%+1,21713F-HRTimeline
Roehl & Yi Investment Advisors, LLC41,106$4.94M1.98%-29313F-HRTimeline
State of Alaska, Department of Revenue41,058$4.93M0.05%-2,29413F-HRTimeline
Bigelow Investment Advisors, LLC41,006$4.93M1.92%-2,54413F-HRTimeline
Betterment LLC40,797$4.9M0.01%+83413F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/40,651$4.89M1.94%-1,02513F-HRTimelineGroup
MATHER GROUP, LLC.40,569$4.88M0.05%-1,49113F-HRTimeline
Bauman Advisory Group, LLC40,330$4.85M3.91%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC40,320$4.85M0.38%+8,40413F-HRTimeline
Verde Capital Management39,968$4.8M1.02%-1,04713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC39,912$4.8M1.08%+10,99713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC39,907$4.8M0.33%-31413F-HRTimeline
Palisade Asset Management, LLC39,889$4.79M0.47%+1,70113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC39,809$4.78M0.12%+1,79613F-HRTimelineGroup
PKO Investment Management Joint-Stock Co39,786$4.78M0.38%013F-HRTimeline
Greenfield Savings Bank39,755$4.78M2.01%-17013F-HRTimeline