Skip to content
Disclosery

IJR ISHARES TR

Follow

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
PKO Investment Management Joint-Stock Co39,786$5.9M0.43%013F-HRTimeline
Causey Wealth LLC39,582$5.87M2.29%+1,45713F-HRTimeline
Wescott Financial Advisory Group, LLC39,461$5.85M0.45%-51213F-HRTimeline
Legacy Financial Strategies, LLC39,253$5.82M0.9%-1,54113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP39,190$5.81M0.36%+3,50013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO39,054$5.79M1.44%+1,88413F-HRTimeline
INVENIO WEALTH PARTNERS LLC39,017$5.79M2.07%+79913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC38,859$5.76M0.31%-7713F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV38,617$5.73M2.14%+3,06613F-HRTimeline
PLANNING DIRECTIONS INC38,614$5.73M2.65%+97913F-HRTimeline
Presper Financial Architects, LLC38,557$5.72M2.98%+19813F-HRTimeline
Adirondack Capital Advisors, LLC38,526$5.71M3.06%+1,14413F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding38,324$5.68M+1,156Timeline
Per Stirling Capital Management, LLC.38,301$5.68M0.54%+11713F-HRTimeline
Arrowroot Family Office, LLC38,279$5.68M1.63%+1,48813F-HRTimeline
AMARA FINANCIAL, LLC.38,253$5.67M3.39%+2,22613F-HRTimeline
Glassy Mountain Advisors, Inc.38,036$5.64M1.54%-77813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.37,937$5.63M0.54%-26413F-HRTimeline
MATHER GROUP, LLC.37,931$5.63M0.05%-2,19213F-HRTimeline
Moss Adams Wealth Advisors LLC37,898$5.62M0.35%-8,14913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT37,837$5.61M0.56%-80313F-HRTimeline
Journey Advisory Group, LLC37,827$5.61M0.43%-3,48013F-HRTimeline
Biltmore Family Office, LLC37,825$5.61M0.74%-3,10413F-HRTimeline
Avior Wealth Management, LLC37,754$5.6M0.15%-3,26213F-HRTimeline
Copper Harbor Investment Advisors, LLC37,671$5.59M1.18%13F-HRTimeline
HARMONY ASSET MANAGEMENT LLC37,313$5.53M1.49%+5,47713F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV37,238$5.52M2.48%-17313F-HRTimeline
Bigelow Investment Advisors, LLC37,133$5.51M1.99%-2,34713F-HRTimeline
BRIGHTON JONES LLC37,132$5.51M0.1%+1,01513F-HRTimeline
Clear Creek Financial Management, LLC36,914$5.47M0.35%+2,04913F-HRTimeline
Transcendent Capital Group LLC36,853$5.47M2.13%-41913F-HRTimeline
LANARK FINANCIAL, INC.36,776$5.45M0.37%-22213F-HRTimeline
CONQUIS FINANCIAL LLC36,690$5.44M4.39%-44713F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC36,629$5.43M0.16%+74113F-HRTimeline
WEDBUSH SECURITIES INC36,628$5.43M0.14%+11413F-HRTimeline
Plan Group Financial, LLC36,475$5.41M1.12%-6,41813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.36,468$5.41M0.2%-92513F-HRTimelineGroup
CENTRAL BANK & TRUST CO36,437$5.4M0.77%-1,05813F-HRTimeline
Mechanics Financial Corp36,431$5.4M1.93%-2,40013F-HRTimeline
Wellspring Financial Advisors, LLC364,420$5.38M0.36%-2,49913F-HRTimeline
National Philanthropic Trust36,212$5.37M0.08%+49713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC36,192$5.37M0.38%+1,27713F-HRTimeline
JHP Wealth Management, LLC36,096$5.35M4.38%+9,44813F-HRTimeline
Winthrop Partners - WNY, LLC36,055$5.35M2.64%+37513F-HRTimeline
Capital Planning LLC36,005$5.34M1.55%-10113F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.36,000$5.34M0.69%-44,00013F-HRTimelineGroup
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…36,000$5.34M2.48%013F-HRTimelineGroup
Heartwood Wealth Advisors LLC35,921$5.33M0.41%+2,76913F-HRTimeline
Carl P. Sherr & Co., LLC35,921$5.33M2.23%-75813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding35,916$5.33M+471Timeline
Capitol Family Office, Inc.35,835$5.31M5.61%-13,66813F-HRTimeline
Summit Place Financial Advisors, LLC35,536$5.27M2.31%+1,25013F-HRTimeline
GARRISON POINT ADVISORS, LLC35,532$5.27M2.14%+31513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.35,494$5.26M0.05%+1,48413F-HRTimelineGroup
Mutual Advisors, LLC35,469$5.26M0.1%+1,29913F-HRTimeline
Verde Capital Management35,456$5.26M0.97%-3,35113F-HRTimeline
LEE DANNER & BASS INC35,413$5.25M0.3%-51513F-HRTimeline
BBR PARTNERS, LLC35,412$5.25M0.25%+33,45113F-HRTimeline
Vickerman Investment Advisors, Inc.35,408$5.25M1.02%-28613F-HRTimeline
SPINNAKER TRUST35,324$5.24M0.25%-1,21713F-HRTimeline
Aureum Wealth Management, LLC35,191$5.22M3.24%+1,40213F-HRTimeline
Old Mission Investment Co LLC35,000$5.19M1.08%+19213F-HRTimeline
Park Capital Management, LLC / WI34,962$5.19M3.05%-27,57913F-HRTimeline
Southeast Asset Advisors, LLC34,949$5.18M0.53%+8,92813F-HRTimeline
PEOPLES BANK /OH34,931$5.18M2.66%-39813F-HRTimeline
Element Wealth, LLC34,898$5.18M1.95%-1,80813F-HRTimeline
M3 Wealth Management, LLC34,775$5.16M3.35%+4,29013F-HRTimeline
United Advisor Group, LLC34,675$5.14M0.55%+1,37313F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK34,625$5.14M0.01%new13F-HRTimelineGroup
Advyzon Investment Management, LLC34,448$5.11M0.37%+60713F-HRTimeline
Summit Wealth Partners, LLC34,277$5.08M0.72%+1,24313F-HRTimeline
Quad-Cities Investment Group, LLC34,107$5.06M1.82%+27813F-HRTimeline
Sage Mountain Advisors LLC34,072$5.05M0.31%+58713F-HRTimeline
Greykasell Wealth Strategies, Inc.33,924$5.03M1.83%+4013F-HRTimeline
NEPC LLC33,886$5.03M0.09%+8313F-HRTimeline
Post Resch Tallon Group Inc.33,841$5.02M3.47%-31113F-HRTimeline
Visionary Wealth Advisors33,825$5.02M0.2%+3,55613F-HRTimeline
Evercore Wealth Management, LLC33,677$4.99M0.07%-26513F-HRTimeline
LaSalle St. Investment Advisors, LLC33,440$4.96M0.61%+48813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC33,380$4.95M0.18%-1,43213F-HRTimelineGroup
Ocean Park Asset Management, LLC33,328$4.94M0.24%+28,36113F-HRTimeline
Hubbell Strickland Wealth Management, L…33,251$4.93M1.78%+1,15513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED33,235$4.93M0.3%+1,64113F-HRTimeline
Heron Bay Capital Management33,225$4.93M0.45%+21,96313F-HRTimeline
Granite FO LLC33,210$4.93M2.6%+64013F-HRTimeline
United Bank33,166$4.92M1.5%+2613F-HRTimeline
Focus Financial Network, Inc.33,114$4.91M0.15%+10013F-HRTimeline
Bay Capital Advisors, LLC33,065$4.9M2.63%+33113F-HRTimeline
SYNTAX RESEARCH, INC.32,925$4.88M3.57%+57913F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC32,886$4.88M4.02%+2,00313F-HRTimeline
Kagan Cocozza Asset Management32,831$4.87M3.05%+2,53913F-HRTimeline
BIRCH FINANCIAL GROUP, LLC32,772$4.86M2.5%+8,34513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD32,764$4.86M3.35%-4,68213F-HRTimeline
PFG Private Wealth Management, LLC32,757$4.86M2.1%-4,93013F-HRTimeline
WealthCare Investment Partners, LLC32,655$4.84M1.18%+1,43913F-HRTimeline
Canopy Partners, LLC32,624$4.84M1.46%-50813F-HRTimeline
Elyxium Wealth, LLC32,615$4.84M0.51%-50313F-HRTimeline
Rothschild Wealth LLC32,600$4.83M0.39%-1,10213F-HRTimeline
Hi-Line Capital Management, LLC32,580$4.83M1.36%+2,02413F-HRTimeline
MJT & Associates Financial Advisory Gro…32,517$4.82M3.19%-51913F-HRTimeline
Endowment Wealth Management, Inc.32,391$4.8M1.86%+1,75313F-HRTimeline
Jeter Robert S II32,997$4.8M4.6%+53013F-HRTimeline
Stone Summit Wealth LLC32,352$4.8M1.22%-22413F-HRTimeline
SG Americas Securities, LLC32,327$4.79M<0.01%+23,42013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI32,322$4.79M0.22%+37913F-HRTimeline
WBH ADVISORY INC32,063$4.76M0.32%-83413F-HRTimeline
AMG National Trust Bank31,953$4.74M0.1%-4,14713F-HRTimeline
Premier Path Wealth Partners, LLC31,943$4.74M0.54%-14,21913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC31,789$4.71M0.81%+34313F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.31,771$4.71M1.96%-35413F-HRTimeline
ADIRONDACK TRUST CO31,686$4.7M1.4%-38813F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP31,652$4.69M0.13%+91013F-HRTimeline
Providence Capital Advisors, LLC31,619$4.69M0.71%+1,30013F-HRTimeline
NTV Asset Management LLC31,536$4.68M0.46%-313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…32,020$4.67M1.5%-62513F-HRTimeline
Madison Park Capital Advisors, LLC56,147$4.66M3.32%+18,35813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…31,350$4.65M0.07%+1,28613F-HRTimelineGroup
Madden Advisory Services, Inc.31,306$4.64M1.66%-78213F-HRTimeline
Corundum Trust Company, INC31,295$4.64M12.39%-20713F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC31,291$4.64M1.21%+28,62913F-HRTimeline
Canal Capital Management, LLC31,057$4.61M0.56%-1,16813F-HRTimeline
Fluent Financial, LLC31,013$4.6M1.64%+17613F-HRTimeline
SIGNATUREFD, LLC30,963$4.59M0.06%+1,89613F-HRTimeline
Waldron Private Wealth LLC30,942$4.59M0.16%-3,25913F-HRTimeline
Vise Technologies, Inc.30,830$4.57M0.05%+15,74013F-HRTimeline
CENTAURUS FINANCIAL, INC.30,799$4.57M0.18%+53613F-HRTimeline
Variant Private Wealth, LLC30,744$4.56M5.13%-43713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT30,647$4.55M0.03%+7,04113F-HRTimeline
Midwest Financial Group LLC30,580$4.54M1.59%+39313F-HRTimeline
Eley Financial Management, Inc30,574$4.53M1.47%+12313F-HRTimeline
Vericrest Private Wealth30,499$4.52M4.02%-3,47913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC30,365$4.5M0.18%+22913F-HRTimeline
Badgley Phelps Wealth Managers, LLC30,195$4.48M0.08%-2713F-HRTimeline
Elm Partners Management LLC29,913$4.44M0.13%+7,39913F-HR/ATimeline
TRUSTMARK BANK TRUST DEPARTMENT29,882$4.43M0.26%+1,16913F-HRTimeline
Baron Financial Group, LLC29,855$4.43M2.11%-82813F-HRTimeline
Bristlecone Value Partners, LLC29,802$4.42M3.56%+13013F-HRTimeline
First Western Trust Bank29,712$4.41M0.21%-67913F-HRTimeline
1015 Capital Partners, LLC29,628$4.39M3.68%013F-HRTimeline
AE Wealth Management LLC29,580$4.39M0.02%-2,38713F-HRTimeline
Patriot Financial Group Insurance Agenc…29,326$4.35M0.45%-28,23213F-HRTimeline
Retirement Planning Group, LLC29,194$4.33M0.11%-2,58813F-HRTimeline
ASL Financial, LLC29,161$4.32M3.05%-8513F-HRTimeline
FAS Wealth Partners, Inc.29,061$4.31M0.22%-33013F-HRTimeline
Caprock Group, LLC29,045$4.31M0.08%+10,57713F-HRTimeline
Perennial Investment Advisors, LLC28,982$4.3M0.29%+46713F-HRTimeline
Asset Management Group, Inc.28,968$4.3M0.63%+7913F-HRTimeline
YANKCOM Partnership28,841$4.28M1.53%+59613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.28,811$4.27M0.16%-2,42513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC28,806$4.27M0.52%-7,85013F-HRTimeline
FORTE ASSET MANAGEMENT LLC28,786$4.27M1.75%+28513F-HRTimeline
OBSIDIAN CIO, LLC28,667$4.25M3.16%-1,80213F-HRTimeline
Delta Wealth Advisors LLC28,612$4.24M3.03%-1,45713F-HRTimeline
Gryphon Financial Partners LLC28,540$4.23M0.37%+1,08913F-HRTimeline
Well Done, LLC28,457$4.22M0.57%-413F-HRTimeline
Beaumont Financial Advisors, LLC28,414$4.21M0.27%-2013F-HRTimeline
CoreFirst Bank & Trust28,403$4.21M2.09%+36213F-HRTimeline
Windsor Capital Management, LLC28,391$4.21M1.09%-1,53013F-HRTimeline
Destiny Capital Corp/CO28,338$4.2M1.95%+33213F-HRTimeline
Integrated Advisors Network LLC28,240$4.19M0.19%-7813F-HRTimeline
TRUST POINT INC.28,225$4.19M0.36%+27413F-HRTimeline
Breakwater Capital Group28,193$4.18M0.5%+53413F-HRTimeline
Dunhill Financial, LLC28,156$4.18M0.85%-31213F-HRTimeline
Indivisible Partners28,030$4.16M0.23%+12,51213F-HRTimeline
Intrua Financial, LLC27,914$4.14M0.39%+9,76513F-HRTimeline
Jacobi Capital Management LLC27,824$4.13M0.2%+14613F-HRTimeline
Physician Wealth Advisors, Inc.27,773$4.12M0.49%-1,19213F-HRTimeline
GAMMA Investing LLC27,745$4.11M0.15%+1,50713F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC27,617$4.1M<0.01%+7,83613F-HRTimelineGroup
JMG Financial Group, Ltd.27,568$4.09M0.1%+27413F-HRTimeline
Alpha Financial Partners LLC27,540$4.08M2.15%-3,81013F-HRTimeline
Illinois Municipal Retirement Fund27,500$4.08M0.05%+7,50013F-HRTimeline
Annex Advisory Services, LLC27,444$4.07M0.07%+1413F-HRTimeline
Verdence Capital Advisors LLC27,360$4.06M0.21%+30613F-HRTimeline
GW&K Investment Management, LLC27,281$4.05M0.03%+3,48913F-HRTimeline
FIRST MANHATTAN CO. LLC.27,185$4.03M0.01%-3,31913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/27,164$4.03M0.34%-44813F-HRTimeline
Westmount Partners, LLC27,146$4.03M0.89%+84413F-HRTimeline
EWA, LLC27,107$4.02M0.73%+6613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.27,085$4.02M1.93%-1,22513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK26,968$4M0.51%-2,37413F-HRTimelineGroup
Wiser Wealth Management, Inc26,953$4M0.76%-43313F-HRTimeline
Tilson Financial Group, Inc.26,881$3.99M1.1%-14613F-HRTimeline
1900 WEALTH MANAGEMENT LLC26,847$3.98M0.22%-30,06913F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC26,694$3.96M3.52%-16313F-HRTimeline
OKABENA INVESTMENT SERVICES INC26,641$3.95M0.71%-1,83613F-HRTimeline
Gallagher Capital Advisors, LLC26,635$3.95M2.26%-37113F-HRTimeline
DIVERSIFIED TRUST CO26,605$3.95M0.06%+1,37713F-HRTimeline
HUB Investment Partners, LLC26,477$3.93M0.07%-94513F-HRTimeline
Steigerwald, Gordon & Koch Inc.26,364$3.91M0.39%-35313F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS26,338$3.9M0.4%+24,68813F-HRTimeline
Vawter Financial, Ltd.26,276$3.9M1.47%-15013F-HRTimeline
Godfrey Financial Associates, Inc.26,233$3.89M2.98%+21913F-HRTimeline
BALANCED WEALTH GROUP LLC26,192$3.88M1.23%-2,04813F-HRTimeline
Park Place Capital Corp26,088$3.87M0.61%-1113F-HRTimeline
True North Advisors, LLC26,006$3.86M0.37%+94213F-HRTimeline
Koshinski Asset Management, Inc.25,757$3.82M0.2%-84113F-HRTimeline
TPG Advisors LLC25,713$3.81M2.09%+55213F-HRTimeline
DBK Financial Counsel, LLC25,701$3.81M3.2%-2,29913F-HRTimeline
Cornerstone Wealth Management, LLC25,619$3.8M0.16%-26813F-HRTimeline