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Disclosery

IJR ISHARES TR

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SHS (fund)

2,505 managers (2,531 13F filers) reported a position in IJR shares at 2025-09-30, 527,589,735 shares in all. 115 filers opened a position and 88 filers sold out during the quarter.

Managers
2,505
13F filers
2,531
New
115
Added
1,000
Reduced
1,064
Sold out
88
Shares held by filers
527,589,735

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Midwest Financial Group LLC37,276$4.43M2.11%+39513F-HRTimeline
SPINNAKER TRUST37,144$4.41M0.24%-19813F-HRTimeline
Verdence Capital Advisors LLC36,374$4.41M0.25%+20,39713F-HRTimeline
Foundations Investment Advisors, LLC37,005$4.4M0.06%-6,87513F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…37,000$4.4M2.12%-4,00013F-HRTimelineGroup
Perennial Investment Advisors, LLC36,868$4.38M0.36%+80713F-HRTimeline
LaSalle St. Investment Advisors, LLC36,772$4.37M0.78%+1,65513F-HRTimeline
Sage Mountain Advisors LLC36,748$4.37M0.25%-513F-HRTimeline
Evercore Wealth Management, LLC36,665$4.36M0.06%+10013F-HRTimeline
Greykasell Wealth Strategies, Inc.36,541$4.34M1.83%+29513F-HRTimeline
Gateway Wealth Partners, LLC36,520$4.34M0.59%+26113F-HRTimeline
MRP Capital Investments, LLC39,493$4.32M3.71%-2,60013F-HR/ATimeline
Summit Place Financial Advisors, LLC36,313$4.32M2.03%+1,30013F-HRTimeline
MJT & Associates Financial Advisory Gro…36,258$4.31M3.5%-14,17713F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding36,245$4.31M-2,855Timeline
RFP Financial Group LLC37,257$4.3M1.75%-1,86413F-HRTimeline
WEDBUSH SECURITIES INC36,130$4.29M0.14%+1,45913F-HRTimeline
LEE DANNER & BASS INC36,124$4.29M0.31%+7513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding36,038$4.28M+1,856Timeline
WOLFF WIESE MAGANA LLC35,987$4.28M2.42%+66113F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC35,987$4.28M3.28%+3,14213F-HRTimeline
Retirement Planning Group, LLC35,980$4.28M0.15%+8,07613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO35,886$4.26M<0.01%-5,46313F-HRTimelineGroup
Old Mission Investment Co LLC35,845$4.26M1.04%+20613F-HRTimeline
WESBANCO BANK INC35,814$4.26M0.12%-88013F-HRTimeline
Arrowroot Family Office, LLC35,784$4.25M1.7%+1,34113F-HRTimeline
BIRCHBROOK, INC.35,677$4.24M2.19%+3413F-HRTimeline
INVENIO WEALTH PARTNERS LLC35,558$4.23M1.54%+31,21213F-HRTimeline
Black Diamond Financial, LLC35,539$4.22M0.47%+12,77513F-HRTimeline
National Philanthropic Trust35,508$4.22M0.05%+44013F-HRTimeline
WBH ADVISORY INC35,245$4.19M0.32%-1,68313F-HRTimeline
CONQUIS FINANCIAL LLC34,994$4.16M3.94%+9113F-HRTimeline
GARRISON POINT ADVISORS, LLC34,966$4.15M1.74%+2,17513F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC34,732$4.13M0.13%+14613F-HRTimeline
HM PAYSON & CO34,731$4.13M0.06%+20413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC34,713$4.12M0.17%+1,97813F-HRTimelineGroup
Wela Strategies, Inc.34,630$4.12M1.56%-88013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV34,618$4.11M1.58%+11,52413F-HRTimeline
Windsor Capital Management, LLC34,593$4.11M1.13%-49213F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.34,593$4.11M0.19%+1,46313F-HRTimelineGroup
Annex Advisory Services, LLC34,581$4.11M0.09%-6,47013F-HRTimeline
Journey Beyond Wealth, LLC34,440$4.09M3.37%-1,92813F-HRTimeline
Variant Private Wealth, LLC34,370$4.08M3.77%-48113F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC34,357$4.08M0.58%-70913F-HRTimeline
GTS SECURITIES LLC34,231$4.07M0.16%-248,78413F-HRTimeline
Affiance Financial, LLC34,191$4.06M0.74%+1,80213F-HRTimeline
ADIRONDACK TRUST CO34,169$4.06M1.36%-41213F-HRTimeline
Live Oak Investment Partners34,138$4.06M2.69%+2,21113F-HR/ATimeline
LANARK FINANCIAL, INC.34,109$4.05M0.31%+2,38313F-HRTimeline
Focus Financial Network, Inc.34,077$4.05M0.14%-1,24013F-HRTimeline
United Bank34,071$4.05M1.41%+1,19513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.33,987$4.04M0.17%-3,49513F-HRTimeline
BRIGHTON JONES LLC33,941$4.03M0.1%+89513F-HRTimeline
Canopy Partners, LLC33,867$4.02M1.34%-19013F-HRTimeline
NEPC LLC33,632$4M0.11%+10413F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…32,859$3.98M1.34%+8013F-HRTimeline
Baron Financial Group, LLC33,453$3.98M2.18%-49113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI33,430$3.97M0.23%-1,79113F-HRTimeline
Alpha Financial Partners LLC33,380$3.97M2.58%+43513F-HRTimeline
Quad-Cities Investment Group, LLC33,323$3.96M1.69%+30013F-HRTimeline
Vickerman Investment Advisors, Inc.33,291$3.96M0.8%+46913F-HRTimeline
Stone Summit Wealth LLC33,287$3.96M1.12%-1,55113F-HRTimeline
Bay Capital Advisors, LLC33,282$3.95M2.58%-75913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO33,004$3.92M0.06%-2,75113F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD32,694$3.88M2.98%-1,58713F-HRTimeline
CoreFirst Bank & Trust32,648$3.88M2.1%+1,51713F-HRTimeline
SYNTAX RESEARCH, INC.32,640$3.88M2.49%+18013F-HRTimeline
Precision Wealth Strategies, LLC32,583$3.87M1.26%-2,85013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.32,453$3.86M1.84%-13813F-HRTimeline
PCA Investment Advisory Services Inc.32,214$3.84M1.42%+1,75313F-HRTimeline
Jaffetilchin Investment Partners, LLC32,215$3.83M0.23%+3,44013F-HRTimeline
CAPE ANN SAVINGS BANK32,130$3.82M2.04%-2,12213F-HRTimeline
United Advisor Group, LLC32,100$3.81M0.51%+7,28113F-HRTimeline
Corundum Trust Company, INC32,098$3.81M8.27%-20013F-HRTimeline
Grant Street Asset Management, Inc.32,054$3.81M0.8%-18413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC31,916$3.79M0.27%-15713F-HRTimeline
Future Fund LLC31,894$3.79M1.34%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP31,879$3.79M0.11%-6,95813F-HRTimeline
Beaumont Financial Advisors, LLC31,812$3.78M0.25%+28813F-HRTimeline
Delta Wealth Advisors LLC31,803$3.78M2.96%+1,26213F-HRTimeline
Newton One Investments LLC31,768$3.77M1.12%-22013F-HRTimeline
Clear Creek Financial Management, LLC31,713$3.77M0.33%+9,95213F-HRTimeline
Hubbell Strickland Wealth Management, L…31,689$3.77M1.55%+57113F-HRTimeline
Madden Advisory Services, Inc.31,598$3.75M1.45%+1,49213F-HRTimeline
Wick Capital Partners, LLC31,519$3.75M0.89%+28,13613F-HRTimeline
VALLEY NATIONAL ADVISERS INC31,518$3.75M0.58%-6,18513F-HRTimeline
AMG National Trust Bank31,474$3.74M0.09%-63713F-HRTimeline
Patriot Financial Group Insurance Agenc…30,986$3.68M0.47%-78,39213F-HRTimeline
Redhawk Wealth Advisors, Inc.30,809$3.66M0.43%new13F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC30,636$3.64M3.4%+29413F-HRTimeline
Vawter Financial, Ltd.30,613$3.64M1.65%new13F-HR/ATimeline
WealthCare Investment Partners, LLC30,472$3.63M1.18%+1,28113F-HRTimeline
Biltmore Family Office, LLC30,558$3.63M0.52%-72513F-HRTimeline
First Western Trust Bank30,294$3.6M0.17%-1,75113F-HRTimeline
Capital Planning LLC30,257$3.6M1.05%+5313F-HRTimeline
FIRST MANHATTAN CO. LLC.30,160$3.58M0.01%+21313F-HRTimeline
Ensign Peak Advisors, Inc30,098$3.58M0.01%new13F-HR/ATimeline
STAR Financial Bank30,088$3.58M2.11%-3,10613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT30,074$3.57M0.23%-3,71113F-HRTimeline
FAS Wealth Partners, Inc.30,064$3.57M0.24%+75213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.30,062$3.57M0.04%-39613F-HRTimelineGroup
Badgley Phelps Wealth Managers, LLC29,957$3.56M0.07%-2413F-HRTimeline
Summit Wealth Partners, LLC29,905$3.55M0.64%+33613F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC29,871$3.55M2.91%-3,14413F-HRTimelineGroup
Physician Wealth Advisors, Inc.29,546$3.51M0.5%-35713F-HRTimeline
Eley Financial Management, Inc29,455$3.5M1.26%-29813F-HRTimeline
DIVERSIFIED TRUST CO29,296$3.48M0.07%-8,11813F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC29,271$3.48M0.53%-8,49213F-HRTimeline
Asset Management Group, Inc.29,036$3.45M0.56%+15013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC28,915$3.44M0.84%+23,88313F-HRTimeline
AE Wealth Management LLC28,867$3.43M0.02%+5,73413F-HRTimeline
OPTIMA CAPITAL LLC28,727$3.41M1.66%+32713F-HRTimeline
Granite FO LLC28,630$3.4M1.85%+59513F-HRTimeline
Abundance Wealth Counselors28,618$3.4M0.58%-3,11013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.28,490$3.39M1.62%+5013F-HRTimeline
Gryphon Financial Partners LLC28,484$3.38M0.39%+1,12713F-HRTimeline
Kagan Cocozza Asset Management28,401$3.37M2.56%-42713F-HRTimeline
Park Place Capital Corp28,397$3.37M0.71%+34413F-HRTimeline
Olistico Wealth, LLC28,305$3.36M1.78%+85313F-HRTimeline
Viewpoint Capital Management LLC28,269$3.36M1.48%013F-HRTimeline
DBK Financial Counsel, LLC28,147$3.34M2.81%-15613F-HRTimeline
Jacobi Capital Management LLC28,094$3.34M0.2%+61513F-HRTimeline
VESTOR CAPITAL, LLC27,918$3.32M0.21%+27,25713F-HRTimeline
Post Resch Tallon Group Inc.27,860$3.31M2.93%+34513F-HRTimeline
Lionsbridge Wealth Management LLC27,812$3.3M3.26%+9,02813F-HRTimeline
360 Financial, Inc.27,723$3.29M1.07%+54813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/27,709$3.29M0.33%+1,10713F-HRTimeline
GC Wealth Management RIA, LLC27,562$3.28M0.11%-1,81313F-HRTimeline
SOA Wealth Advisors, LLC.27,460$3.26M0.56%-1,44013F-HRTimeline
Visionary Wealth Advisors27,404$3.26M0.15%+6,80813F-HRTimeline
John W. Brooker & Co., CPAs27,388$3.25M6.61%-51113F-HRTimeline
Tilson Financial Group, Inc.27,370$3.25M1.07%-9413F-HRTimeline
Wiser Wealth Management, Inc27,332$3.25M0.74%-44613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,288$3.24M<0.01%-39,41613F-HRTimelineGroup
Koshinski Asset Management, Inc.27,205$3.23M0.22%-1,82413F-HRTimeline
JMG Financial Group, Ltd.27,109$3.22M0.09%+27813F-HRTimeline
VestGen Advisors, LLC27,072$3.22M0.11%-12,76313F-HRTimeline
Dunhill Financial, LLC27,071$3.22M0.84%-22213F-HRTimeline
Steigerwald, Gordon & Koch Inc.27,054$3.21M0.31%-87713F-HRTimeline
YANKCOM Partnership26,969$3.2M1.44%-10213F-HRTimeline
Keebeck Wealth Management26,864$3.19M0.38%-1,83013F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co26,856$3.19M0.22%-36413F-HRTimelineGroup
Well Done, LLC26,850$3.19M0.54%-15513F-HRTimeline
New Hampshire Trust26,807$3.19M0.62%-2,84713F-HRTimeline
Deane Retirement Strategies, Inc.26,794$3.18M1.37%new13F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC26,702$3.17M0.8%+73213F-HRTimeline
FARMERS TRUST CO26,699$3.17M0.55%-22913F-HRTimeline
Fortress Financial Solutions, LLC26,673$3.17M3.45%+1,17213F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC26,531$3.15M<0.01%+4,55913F-HRTimelineGroup
KLINGENSTEIN FIELDS & CO LP26,366$3.13M0.12%+15,71713F-HRTimeline
Wealthquest Corp26,329$3.13M0.25%-75013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV26,299$3.13M0.91%-1,28713F-HRTimeline
Cornerstone Wealth Management, LLC26,139$3.11M0.17%-44713F-HRTimeline
TPG Advisors LLC26,069$3.1M2.04%-4013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC26,054$3.1M0.26%+5,01213F-HRTimeline
Westmount Partners, LLC25,973$3.1M0.8%+1213F-HRTimeline
Breakwater Capital Group26,029$3.09M0.46%-84113F-HRTimeline
Diversified Portfolios, Inc.26,022$3.09M0.27%+35213F-HRTimeline
Provenance Wealth Advisors, LLC25,954$3.08M0.4%-513F-HRTimeline
Mullaney, Keating & Wright, Inc.25,944$3.08M1.71%-8313F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT25,882$3.08M0.05%+32013F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC25,860$3.07M0.35%-50413F-HRTimeline
Heartwood Wealth Advisors LLC25,823$3.07M0.29%+1,28713F-HRTimeline
CENTAURUS FINANCIAL, INC.25,772$3.06M0.14%+2,30713F-HRTimeline
OKABENA INVESTMENT SERVICES INC25,735$3.06M0.59%-70,80713F-HRTimeline
Klaas Financial Asset Advisors, LLC25,698$3.05M0.46%+9813F-HRTimeline
Providence Capital Advisors, LLC25,680$3.05M0.53%+1,21313F-HRTimeline
ETF Portfolio Partners, Inc.25,621$3.04M0.81%-1,20513F-HRTimeline
Golden State Wealth Management, LLC25,088$2.98M0.33%-59113F-HRTimeline
Mill Creek Capital Advisors, LLC25,000$2.97M0.06%+813F-HRTimeline
AMARA FINANCIAL, LLC.24,995$2.97M2.19%+1,82313F-HRTimeline
Heritage Wealth Management, Inc./Texas24,986$2.97M1.31%-2,42113F-HRTimeline
B. Riley Wealth Advisors, Inc.24,966$2.97M0.14%-5,28013F-HRTimeline
WEALTH ALLIANCE, LLC24,941$2.96M0.3%-30813F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC24,937$2.96M1.16%-17013F-HRTimeline
CVA Family Office, LLC24,892$2.96M0.38%+4013F-HRTimeline
Keystone Financial Group24,892$2.96M0.23%+1,60413F-HR/ATimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …24,808$2.95M0.52%+1,22113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …24,617$2.93M<0.01%+2,40913F-HRTimelineGroup
HICKS CAPITAL MANAGEMENT LLC24,586$2.92M4.78%-1,95213F-HRTimeline
Westside Investment Management, Inc.24,360$2.89M0.46%+38313F-HRTimeline
Advyzon Investment Management, LLC24,307$2.89M0.5%+11,10313F-HRTimeline
Coastline Trust Co24,268$2.88M0.31%-22613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding24,237$2.88M-1,318Timeline
Southeast Asset Advisors, LLC24,203$2.88M0.31%-21513F-HRTimeline
Endowment Wealth Management, Inc.24,203$2.88M1.31%+2,76813F-HRTimeline
Wealth Management Partners, LLC24,189$2.87M0.91%-50213F-HRTimeline
Municipal Employees' Retirement System …24,129$2.87M0.03%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…24,004$2.85M0.06%-1,16913F-HRTimelineGroup
Veracity Capital LLC23,875$2.84M0.91%-1,29913F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH23,850$2.83M0.84%013F-HRTimeline
DecisionMap Wealth Management, LLC23,846$2.83M1.82%+58613F-HRTimeline
United Community Bankin group United Community Bank23,845$2.83M0.88%+4,97813F-HRTimelineGroup
BALANCED WEALTH GROUP LLC25,532$2.83M1.24%+413F-HRTimeline
PFG Advisors23,651$2.81M0.12%new13F-HRTimeline
Convergence Financial, LLC23,554$2.8M0.42%+4,68913F-HRTimeline
Western Wealth Management, LLC23,527$2.8M0.15%-23,75413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST23,505$2.79M0.28%-25313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC23,447$2.79M0.32%-33813F-HRTimeline
Greenwich Wealth Management LLC23,311$2.77M0.14%+3413F-HRTimeline