IJR ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
IFS Advisors, LLC	63,266	$7.86M	4.05%	-1,125	13F-HR Timeline
DRIVE WEALTH MANAGEMENT, LLC	63,207	$7.86M	1.66%	+4,595	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	63,191	$7.86M	0.57%	+60,453	13F-HR Timeline
HEMMING& WEALTH MANAGEMENT, INC.	63,144	$7.85M	5.48%	-26,487	13F-HR Timeline
FLAGSHIP HARBOR ADVISORS, LLC	63,136	$7.85M	0.35%	+2,475	13F-HR Timeline
BostonPremier Wealth LLC	63,123	$7.85M	4.05%	+1,668	13F-HR Timeline
Asio Capital, LLC	63,103	$7.84M	1.1%	-631	13F-HR Timeline
Strategic Blueprint, LLC	62,804	$7.81M	0.45%	-1,074	13F-HR Timeline
Aspect Partners, LLC	62,636	$7.79M	3.18%	+4,691	13F-HR Timeline
Park Capital Management, LLC / WI	62,541	$7.77M	7.57%	+1,108	13F-HR Timeline
Accretive Wealth Partners, LLC	62,322	$7.75M	2.19%	+1,657	13F-HR Timeline
WLTH Capital Management, LLC	61,783	$7.68M	6.02%	+1,738	13F-HR/A Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding	56,985	$7.68M		+33,319	Timeline DIVERSIFY WEALTH MANAGEMENT, LLC: 56,985 (0.14%) 13F-HR Diversify Advisory Services, LLC: sold out, -16,801 13F-HR
Latko Wealth Management, Ltd.	61,648	$7.66M	3.74%	+1,799	13F-HR Timeline
Counterweight Ventures, LLC	61,577	$7.65M	4.29%	-8,708	13F-HR Timeline
Cordgrass Capital Advisors, LLC	61,540	$7.65M	1.79%	+1,013	13F-HR Timeline
MONTAG A & ASSOCIATES INC	61,295	$7.62M	0.35%	+17,957	13F-HR Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.	628,458	$7.59M	0.05%	+64,092	13F-HR Timeline Group
Madison Wealth Partners, Inc	60,947	$7.58M	1.21%	-285	13F-HR Timeline
LYNCH & ASSOCIATES/IN	60,798	$7.56M	1.42%	+1,418	13F-HR Timeline
White Pine Investment CO	60,787	$7.56M	1.76%	-1,001	13F-HR Timeline
CUMBERLAND ADVISORS INC	60,720	$7.55M	2.95%	-155	13F-HR Timeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…	60,552	$7.54M	0.47%	-11,076	13F-HR Timeline Group
Dorsey & Whitney Trust CO LLC	60,415	$7.51M	0.41%	-3,981	13F-HR Timeline
Provident Wealth Management, LLC	60,363	$7.5M	2.27%	-382	13F-HR Timeline
TrustBankin group TrustBank	60,312	$7.5M	2.91%	+2,198	13F-HR Timeline Group
Elwood & Goetz Wealth Advisory Group, L…	59,942	$7.45M	1.26%	+628	13F-HR Timeline
Prospera Financial Services Inc	59,697	$7.43M	0.12%	-5,601	13F-HR Timeline
Serenus Wealth Advisors, LLC	59,684	$7.41M	1.48%	+13	13F-HR Timeline
Stephenson & Company, Inc.	59,536	$7.4M	4.01%	+1,676	13F-HR Timeline
F/m Investments LLC	59,455	$7.39M	0.49%	-12,574	13F-HR Timeline
SlateStone Wealth, LLC	59,238	$7.36M	0.61%	+1,610	13F-HR Timeline
Bell Investment Advisors, Inc	59,199	$7.36M	1.15%	-2,102	13F-HR Timeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.	59,175	$7.36M	0.47%	+2,929	13F-HR Timeline
United Financial Planning Group LLC	58,924	$7.32M	4.33%	+2,207	13F-HR Timeline
Nikulski Financial, Inc.	58,881	$7.32M	1.81%	-3,361	13F-HR Timeline
Meridian Financial Advisors, LLC	58,752	$7.3M	3.99%	-3,472	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	58,477	$7.27M	4.33%	+51,834	13F-HR Timeline
Meridian Wealth Management, LLC	58,352	$7.25M	0.26%	+2,255	13F-HR Timeline
Telos Capital Management, Inc.	58,200	$7.23M	0.69%	+1,008	13F-HR Timeline
Townsend Financial Planning, LLC	57,994	$7.21M	6.98%	-20	13F-HR Timeline
Mayflower Financial Advisors, LLC	57,819	$7.19M	0.87%	+754	13F-HR Timeline
Hopwood Financial Services, Inc.	57,737	$7.18M	4.84%	+433	13F-HR Timeline
Atlas Legacy Advisors, LLC	57,543	$7.16M	1.31%	+3,727	13F-HR Timeline
Patriot Financial Group Insurance Agenc…	57,558	$7.15M	0.4%	+27,889	13F-HR Timeline
Northside Capital Management, LLC	57,536	$7.15M	0.63%	+54,378	13F-HR Timeline
Boltwood Capital Management	56,962	$7.08M	1.81%	+341	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	56,916	$7.08M	0.45%	+2,712	13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	56,591	$7.03M	0.19%	+576	13F-HR Timeline Group
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.	56,587	$7.03M	0.25%	+4,035	13F-HR Timeline Group
PARTHENON LLC	56,117	$6.98M	0.8%	+150	13F-HR Timeline
TD Asset Management Inc	56,038	$6.97M	0.01%	+3,532	13F-HR Timeline
NEW ENGLAND ASSET MANAGEMENT INC	55,935	$6.95M	0.88%	+4,135	13F-HR Timeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC	55,865	$6.94M	0.09%	+399	13F-HR Timeline Group
LYNX CAPITAL GROUP LTD /ADV	55,777	$6.93M	3.23%	-374	13F-HR Timeline
Geneos Wealth Management Inc.	55,697	$6.92M	0.16%	-21,299	13F-HR Timeline
Ballew Advisors, Inc	52,953	$6.92M	3.9%	-808	13F-HR Timeline
CBM Financial, LLC	50,822	$6.92M	4.32%	+3,237	13F-HR Timeline
SHRIER WEALTH MANAGEMENT, LLC	55,446	$6.89M	2.52%	+4,456	13F-HR Timeline
Paragon Private Wealth Management, LLC	55,242	$6.87M	2.15%	+1,948	13F-HR Timeline
John Boyer, Inc.	55,131	$6.85M	6.85%	+2,579	13F-HR Timeline
McAdam, LLC	55,132	$6.85M	0.31%	+3,443	13F-HR Timeline
INDEPENDENT FINANCIAL GROUP, LLC	55,102	$6.85M	0.15%	+2,735	13F-HR/A Timeline
Texas Capital Bank Wealth Management Se…	55,073	$6.85M	0.41%	-55,377	13F-HR Timeline
TBH Global Asset Management, LLC	55,037	$6.84M	1.38%	new	13F-HR Timeline
Legacy Private Trust Co.	54,909	$6.83M	0.42%	-1,538	13F-HR Timeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…	54,586	$6.79M	0.65%	0	13F-HR Timeline Group
Ironsides Asset Advisors, LLC	54,340	$6.75M	1.69%	+45	13F-HR Timeline
PACIFIC FINANCIAL GROUP INC	54,283	$6.75M	3.64%	-2,592	13F-HR Timeline
ENZI WEALTH	54,224	$6.74M	2.34%	-4,576	13F-HR Timeline
MUIRFIELD WEALTH ADVISORS LLC	53,778	$6.69M	4.92%	-317	13F-HR Timeline
Csenge Advisory Group	53,753	$6.68M	0.31%	-2,735	13F-HR Timeline
Palumbo Wealth Management LLC	53,380	$6.64M	1.62%	-2,004	13F-HR Timeline
Sound Stewardship, LLC	53,361	$6.63M	3.04%	-2,057	13F-HR Timeline
BIRCHBROOK, INC.	53,278	$6.62M	3.25%	+18,272	13F-HR Timeline
Kingsview Wealth Management, LLC	53,207	$6.61M	0.09%	+5,590	13F-HR Timeline
CFS Investment Advisory Services, LLC	48,815	$6.61M	0.46%	-10,687	13F-HR Timeline
Evernest Financial Advisors, LLC	48,256	$6.59M	1.37%	-15,869	13F-HR Timeline
New World Advisors LLC	52,916	$6.58M	1.16%	-10,949	13F-HR/A Timeline
Strategic Financial Partners, Ltd.	52,615	$6.54M	2.83%	-16,677	13F-HR Timeline
Snowden Capital Advisors LLC	52,472	$6.52M	0.17%	+1,477	13F-HR Timeline
Certified Advisory Corp	52,413	$6.52M	0.58%	-1,302	13F-HR Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS	52,056	$6.47M	0.26%	+44,072	13F-HR Timeline Group
Sowell Financial Services LLC	51,804	$6.44M	0.24%	+1,152	13F-HR Timeline
Citizens Business Bank	51,754	$6.43M	1.05%	-3,660	13F-HR Timeline
G&S Capital LLC	51,605	$6.42M	2.25%	+1,542	13F-HR Timeline
BOSTON FAMILY OFFICE LLC	51,472	$6.4M	0.43%	-4,584	13F-HR Timeline
SVB WEALTH LLC	51,316	$6.38M	0.42%	-2,989	13F-HR Timeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …	51,298	$6.38M	0.02%	+4,657	13F-HR Timeline Group
Alliance Wealth Management Group	50,715	$6.31M	1.38%	+2,177	13F-HR Timeline
CITY HOLDING CO	50,681	$6.3M	0.79%	-583	13F-HR Timeline
ARKANSAS FINANCIAL GROUP, INC.	48,300	$6.27M	0.87%	-540	13F-HR Timeline
COZAD ASSET MANAGEMENT INC	50,261	$6.25M	0.49%	+7,574	13F-HR Timeline
Garde Capital, Inc.	50,147	$6.23M	0.37%	-13,327	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	50,138	$6.23M	0.92%	+272	13F-HR Timeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…	49,338	$6.22M	3.8%	+4,219	13F-HR Timeline
Hills Bank & Trust Coin group Hills Bank & Trust Co	49,963	$6.21M	0.3%	-115	13F-HR Timeline Group
Cornerstone Wealth Group, LLC	45,957	$6.21M	0.4%	-4,078	13F-HR Timeline
NWAM LLC	49,937	$6.21M	0.36%	-782	13F-HR Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…	49,815	$6.19M	0.08%	-8,530	13F-HR Timeline Group
Next Capital Management LLC	49,749	$6.18M	1.87%	+2,774	13F-HR Timeline
Fortitude Family Office, LLC	49,673	$6.17M	1.39%	+3,840	13F-HR Timeline
Sandbox Financial Partners, LLC	49,622	$6.17M	1.73%	+6,227	13F-HR Timeline
Savvy Advisors, Inc.	49,619	$6.17M	0.17%	-747	13F-HR Timeline
Financial Solutions Advisory Group, Inc.	49,535	$6.16M	0.85%		13F-HR Timeline
Brookstone Capital Managementin group Brookstone Capital Management	49,466	$6.15M	0.07%	+5,284	13F-HR Timeline Group
HM PAYSON & CO	49,400	$6.14M	0.09%	+5,669	13F-HR Timeline
AtlasMark Financial, Inc	50,982	$6.13M	3.96%	0	13F-HR Timeline
ELEVATION WEALTH PARTNERS, LLC	49,017	$6.09M	2.18%	+5	13F-HR Timeline
FDx Advisors, Inc.	48,990	$6.09M	1.94%	-32,607	13F-HR Timeline
Aft, Forsyth & Sober, LLC	48,675	$6.05M	1.85%	0	13F-HR Timeline
Montecito Bank & Trust	48,603	$6.04M	0.99%	-1,687	13F-HR Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/	48,413	$6.02M	0.01%	+2,114	13F-HR Timeline Group
Private Advisory Group LLC	48,060	$5.97M	0.42%	+11,047	13F-HR Timeline
Trek Financial, LLC	48,059	$5.97M	0.32%	+36,690	13F-HR Timeline
Lee Financial Co	47,972	$5.96M	0.84%	+1,042	13F-HR Timeline
Capitol Family Office, Inc.	49,503	$5.95M	7.02%	0	13F-HR Timeline
Orin Green Financial, LLC	47,852	$5.95M	2.44%	+69	13F-HR Timeline
Campion Asset Management	47,798	$5.94M	4.03%	+2,010	13F-HR Timeline
GRAYBILL WEALTH MANAGEMENT, LTD.	47,758	$5.94M	1.81%	+248	13F-HR Timeline
Columbus Macro, LLC	47,682	$5.93M	0.63%	-25	13F-HR Timeline
Americana Partners, LLC	47,676	$5.93M	0.15%	-14,960	13F-HR Timeline
CPC Advisors, LLC	47,513	$5.91M	0.96%	-3,041	13F-HR Timeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC	47,509	$5.91M	0.14%	+7,700	13F-HR Timeline Group
KANAWHA CAPITAL MANAGEMENT LLC	47,325	$5.88M	0.41%	+7,418	13F-HR Timeline
Bellwether Advisors, LLC	46,968	$5.84M	0.99%	+1,974	13F-HR Timeline
Betterment LLC	46,859	$5.83M	0.01%	+6,062	13F-HR Timeline
Hudson Capital Management LLC	46,787	$5.82M	1.5%	-513	13F-HR Timeline
ROMANO BROTHERS AND COMPANY	46,706	$5.81M	0.66%	-3,009	13F-HR Timeline
FSA WEALTH PARTNERS, INC.	46,666	$5.8M	2.76%	new	13F-HR Timeline
PERSPECTIVE WEALTH ADVISORS LLC	46,604	$5.79M	3.76%	+3,017	13F-HR Timeline
Western Wealth Management, LLC	46,325	$5.76M	0.22%	+17,178	13F-HR/A Timeline
Premier Path Wealth Partners, LLC	46,162	$5.74M	0.75%	-21,827	13F-HR Timeline
Carnegie Investment Counsel	46,154	$5.74M	0.11%	+14	13F-HR Timeline
First National Bank of Hutchinson	46,134	$5.73M	3.66%	-1,544	13F-HR Timeline
Moss Adams Wealth Advisors LLC	46,047	$5.72M	0.42%	-121,537	13F-HR Timeline
Coign Capital Advisors LLC	46,007	$5.72M	3%	+356	13F-HR Timeline
Integras Partners LLC	45,633	$5.67M	3.73%	new	13F-HR Timeline
KPP Advisory Services LLC	45,375	$5.64M	0.82%	-1,648	13F-HR Timeline
Aspetuck Financial Management LLC	45,216	$5.62M	3.85%	+890	13F-HR Timeline
Etesian Wealth Advisors, Inc.	44,717	$5.56M	1.77%	-3,149	13F-HR Timeline
MidAtlantic Capital Management, Inc.	44,716	$5.56M	3.83%	-25	13F-HR Timeline
MIDDLETON & CO INC/MA	44,680	$5.55M	0.63%	+770	13F-HR Timeline
Curat Global, LLC	44,646	$5.55M	5.47%	+9,118	13F-HR Timeline
Bryn Mawr Trust Advisors, LLC	44,535	$5.54M	0.27%	+16,142	13F-HR Timeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.	44,317	$5.51M	0.41%	+84	13F-HR Timeline Group
Resolute Advisors LLC	44,224	$5.5M	2.27%	-1,113	13F-HR Timeline
Crestmont Private Wealth LLC	44,219	$5.5M	1.73%	+1,720	13F-HR Timeline
Independent Solutions Wealth Management…	44,164	$5.49M	0.81%	-1,530	13F-HR Timeline
Astoria Strategic Wealth, Inc.	43,889	$5.46M	1.39%	+1,207	13F-HR Timeline
MSH Capital Advisors LLC	43,805	$5.45M	1.15%	+1,082	13F-HR Timeline
Dakota Wealth Management	43,635	$5.42M	0.12%	-2,583	13F-HR/A Timeline
Capital Advantage, Inc.	43,627	$5.42M	0.71%	+102	13F-HR Timeline
Wedmont Private Capital	41,413	$5.38M	0.17%	+1,433	13F-HR Timeline
EQ LLC	43,202	$5.37M	1.51%	+24,455	13F-HR Timeline
Affiance Financial, LLC	43,007	$5.35M	0.87%	+5,729	13F-HR Timeline
Plan Group Financial, LLC	42,893	$5.33M	1.25%	-17,020	13F-HR Timeline
PRIVATE TRUST CO NA	42,851	$5.33M	0.48%	-1,831	13F-HR Timeline
Wick Capital Partners, LLC	42,635	$5.3M	0.97%	+7,001	13F-HR Timeline
CAPE ANN SAVINGS BANK	42,547	$5.29M	2.66%	+10,512	13F-HR Timeline
Leo Wealth, LLC	42,467	$5.28M	0.38%	-632	13F-HR Timeline
STAR Financial Bank	42,455	$5.28M	2.49%	-3,128	13F-HR Timeline
VISTA INVESTMENT MANAGEMENT	42,287	$5.26M	1.76%	-689	13F-HR Timeline
Global Trust Wealth Management LLC	42,150	$5.24M	3.96%	+434	13F-HR Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…	42,123	$5.23M	0.17%	+601	13F-HR Timeline Group
PETTYJOHN, WOOD & WHITE, INC	42,064	$5.23M	0.83%	-452	13F-HR Timeline
Cooke Wealth Management, LLC	41,937	$5.21M	4.62%	+787	13F-HR Timeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…	41,799	$5.2M	0.11%	+570	13F-HR Timeline Group
WESBANCO BANK INC	41,774	$5.19M	0.14%	-5,238	13F-HR Timeline
SILVERLAKE WEALTH MANAGEMENT LLC	41,771	$5.19M	1.1%	+1,859	13F-HR Timeline
Wealth Enhancement Trust Services, Inc.	41,666	$5.18M	0.63%	-955	13F-HR Timeline
TRANSCEND CAPITAL ADVISORS, LLC	41,638	$5.18M	0.42%	+1,318	13F-HR Timeline
Lee, Kelleher & Klein Wealth Management	41,574	$5.17M	3.07%	+2,663	13F-HR Timeline
Enclave Advisors LLC	41,519	$5.16M	0.74%	-13,142	13F-HR Timeline
ANB BANK	41,469	$5.16M	2.08%	-58	13F-HR Timeline
ERn Financial, LLC	41,393	$5.15M	0.97%	-3,600	13F-HR Timeline
Journey Advisory Group, LLC	41,307	$5.13M	0.44%	-23,261	13F-HR Timeline
Avior Wealth Management, LLC	41,016	$5.1M	0.14%	-1,472	13F-HR Timeline
SageView Advisory Group, LLC	41,016	$5.1M	0.19%	-2,314	13F-HR Timeline
Biltmore Family Office, LLC	40,929	$5.09M	0.71%	+10,148	13F-HR Timeline
Legacy Financial Strategies, LLC	40,794	$5.07M	0.92%	-6,683	13F-HR Timeline
Boyd Wealth Management, LLC	40,611	$5.05M	2.13%	-65,821	13F-HR Timeline
Greenfield Savings Bank	40,598	$5.05M	2.15%	+843	13F-HR Timeline
Roehl & Yi Investment Advisors, LLC	40,590	$5.05M	1.9%	-516	13F-HR Timeline
Palisade Asset Management, LLC	40,511	$5.04M	0.51%	+622	13F-HR Timeline
CONQUIS FINANCIAL LLC	37,137	$5.03M	4.17%	+565	13F-HR Timeline
Lakeshore Financial Planning, Inc.	40,451	$5.03M	1.82%	+2,619	13F-HR Timeline
MRP Capital Investments, LLC	40,386	$5.02M	4.37%	+1,086	13F-HR Timeline
MATHER GROUP, LLC.	40,123	$4.99M	0.05%	-446	13F-HR Timeline
Wescott Financial Advisory Group, LLC	39,973	$4.97M	0.44%	+1,051	13F-HR Timeline
Centennial Bank/AR/in group Centennial Bank/AR/	39,956	$4.97M	1.78%	-695	13F-HR Timeline Group
Madson Wealth Advisors Inc	39,851	$4.95M	4.12%		13F-HR Timeline
Corecam AG	39,850	$4.95M	4.45%	-7,310	13F-HR Timeline
PKO Investment Management Joint-Stock Co	39,786	$4.95M	0.42%	0	13F-HR Timeline
WOLFF WIESE MAGANA LLC	39,577	$4.92M	2.71%	+2,090	13F-HR Timeline
Bigelow Investment Advisors, LLC	39,480	$4.91M	1.96%	-1,526	13F-HR Timeline
MACROVIEW INVESTMENT MANAGEMENT LLC	39,415	$4.9M	3.42%	-11	13F-HR Timeline
Wellspring Financial Advisors, LLC	366,919	$4.87M	0.37%	-41,731	13F-HR Timeline
WCG Wealth Advisors LLC	39,140	$4.87M	0.14%	+3,887	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	38,936	$4.84M	0.33%	-2,742	13F-HR Timeline