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Disclosery

IJR ISHARES TR

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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
Wellspring Financial Advisors, LLC408,650$4.74M0.38%-4,75613F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC39,426$4.74M3.26%+20,70013F-HRTimeline
Element Wealth, LLC39,426$4.74M1.96%-1,20613F-HRTimeline
MRP Capital Investments, LLC39,300$4.72M3.96%-19313F-HRTimeline
Wescott Financial Advisory Group, LLC38,922$4.68M0.41%-4513F-HRTimeline
Lee, Kelleher & Klein Wealth Management38,911$4.68M2.79%+91813F-HRTimeline
Carl P. Sherr & Co., LLC36,725$4.67M2.08%-1,39813F-HRTimeline
Convergence Financial, LLC38,802$4.66M0.68%+15,24813F-HRTimeline
Transcendent Capital Group LLC38,737$4.66M2.11%-53813F-HRTimeline
Glassy Mountain Advisors, Inc.38,653$4.65M1.4%+99113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.38,619$4.64M0.48%-5,84513F-HRTimeline
Split Rock Private Trading & Wealth Man…38,525$4.63M3.71%13F-HRTimeline
WEDBUSH SECURITIES INC38,460$4.62M0.13%+2,33013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED37,786$4.6M0.31%-67913F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC38,229$4.59M3.39%+2,24213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT37,994$4.57M0.5%+35313F-HRTimeline
Lakeshore Financial Planning, Inc.37,832$4.55M1.62%+35813F-HRTimeline
Madison Park Capital Advisors, LLC37,790$4.54M3.69%+28713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC37,594$4.52M0.29%-11,58013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV37,568$4.51M2.19%-45013F-HRTimeline
Arrowroot Family Office, LLC37,559$4.51M1.64%+1,77513F-HRTimeline
WOLFF WIESE MAGANA LLC37,487$4.51M2.47%+1,50013F-HRTimeline
PEOPLES BANK /OH37,485$4.5M2.79%-50513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO37,460$4.5M1.24%-46,84613F-HRTimeline
IMA Advisory Services, Inc.37,398$4.49M0.43%+7213F-HRTimeline
AMARA FINANCIAL, LLC.37,349$4.49M3.11%+12,35413F-HRTimeline
Affiance Financial, LLC37,278$4.48M0.72%+3,08713F-HRTimeline
B. Riley Wealth Advisors, Inc.37,166$4.47M0.21%+12,20013F-HRTimeline
Simplicity Wealth,LLC37,145$4.46M0.27%-3,12813F-HRTimeline
SPINNAKER TRUST37,134$4.46M0.24%-1013F-HRTimeline
Private Advisory Group LLC37,013$4.45M0.35%-1,55813F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…37,000$4.45M2.17%013F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC36,865$4.43M1.65%+1,30713F-HRTimeline
Elyxium Wealth, LLC36,723$4.41M1.29%-1,75113F-HRTimeline
CONQUIS FINANCIAL LLC36,572$4.4M3.78%+1,57813F-HRTimeline
Adirondack Capital Advisors, LLC36,462$4.38M2.95%13F-HRTimeline
PFG Private Wealth Management, LLC36,328$4.37M1.91%+33,73913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding36,271$4.36M+26Timeline
Northstar Advisory Group, LLC36,188$4.35M1.54%+30,82413F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.36,188$4.35M0.19%+1,59513F-HRTimelineGroup
LANARK FINANCIAL, INC.35,957$4.32M0.32%+1,84813F-HRTimeline
LEE DANNER & BASS INC35,928$4.32M0.31%-19613F-HRTimeline
Winthrop Partners - WNY, LLC35,795$4.3M2.32%13F-HRTimeline
MJT & Associates Financial Advisory Gro…35,771$4.3M3.21%-48713F-HR/ATimeline
National Philanthropic Trust35,663$4.29M0.04%+15513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV35,649$4.28M1.64%+1,03113F-HRTimeline
Wick Capital Partners, LLC35,634$4.28M0.77%+4,11513F-HR/ATimeline
Gateway Wealth Partners, LLC35,588$4.28M0.48%-93213F-HRTimeline
Curat Global, LLC35,528$4.27M4.74%-9,31813F-HRTimeline
MARVIN & PALMER ASSOCIATES INC35,470$4.26M3.01%new13F-HRTimeline
Summit Place Financial Advisors, LLC35,336$4.25M2.06%-97713F-HRTimeline
WCG Wealth Advisors LLC35,253$4.24M0.12%+16,62313F-HRTimeline
Waldron Private Wealth LLC35,202$4.23M0.17%-9,24113F-HRTimeline
Focus Financial Network, Inc.35,162$4.23M0.15%+1,08513F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding35,027$4.21M-11,444Timeline
BIRCHBROOK, INC.35,006$4.21M2.1%-67113F-HRTimeline
Mutual Advisors, LLC34,945$4.2M0.09%-2,67813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC34,849$4.19M0.16%+13613F-HRTimelineGroup
Vickerman Investment Advisors, Inc.34,825$4.19M0.84%+1,53413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC34,811$4.18M0.13%+7913F-HRTimeline
WBH ADVISORY INC34,761$4.18M0.31%-48413F-HRTimeline
Old Mission Investment Co LLC34,498$4.15M0.99%-1,34713F-HRTimeline
LaSalle St. Investment Advisors, LLC34,484$4.14M0.67%-2,28813F-HRTimeline
Redhawk Wealth Advisors, Inc.34,427$4.14M0.46%+3,61813F-HRTimeline
Annex Advisory Services, LLC34,373$4.13M0.08%-20813F-HRTimeline
GARRISON POINT ADVISORS, LLC34,297$4.12M1.82%-66913F-HRTimeline
Black Diamond Financial, LLC34,243$4.12M0.43%-1,29613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC34,025$4.09M0.59%+4,75413F-HR/ATimeline
Greykasell Wealth Strategies, Inc.34,007$4.09M1.61%-2,53413F-HRTimeline
Retirement Planning Group, LLC33,860$4.07M0.13%-2,12013F-HRTimeline
J. R. Prunier Capital Management LLC33,835$4.07M1.69%13F-HRTimeline
NEPC LLC33,763$4.06M0.09%+13113F-HRTimeline
Canopy Partners, LLC33,667$4.05M1.32%-20013F-HRTimeline
Jaffetilchin Investment Partners, LLC33,611$4.04M0.24%+1,39613F-HRTimeline
Sage Mountain Advisors LLC33,524$4.03M0.21%-3,22413F-HRTimeline
Evercore Wealth Management, LLC33,492$4.03M0.06%-3,17313F-HRTimeline
Bay Capital Advisors, LLC33,404$4.01M2.45%+12213F-HRTimeline
TSG Advice Partners, LLC33,347$4.01M0.61%13F-HRTimeline
Quad-Cities Investment Group, LLC33,261$4M1.65%-6213F-HRTimeline
United Bank33,167$3.99M1.35%-90413F-HRTimeline
Stone Summit Wealth LLC33,044$3.97M1.08%-24313F-HRTimeline
ADIRONDACK TRUST CO33,033$3.97M1.31%-1,13613F-HRTimeline
Vericrest Private Wealth33,032$3.97M3.53%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…32,983$3.96M1.32%+12413F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD32,859$3.95M2.94%+16513F-HRTimeline
FIRST MANHATTAN CO. LLC.32,849$3.95M0.01%+2,68913F-HRTimeline
Windsor Capital Management, LLC32,722$3.93M1.09%-1,87113F-HRTimeline
Clear Creek Financial Management, LLC32,672$3.93M0.32%+95913F-HRTimeline
SYNTAX RESEARCH, INC.32,654$3.92M2.42%+1413F-HRTimeline
Post Resch Tallon Group Inc.32,516$3.91M3.3%+4,65613F-HRTimeline
Alpha Financial Partners LLC32,467$3.9M2.38%-91313F-HRTimeline
Newton One Investments LLC32,461$3.9M1.15%+69313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC32,335$3.89M<0.01%+5,80413F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.32,297$3.88M0.04%+2,23513F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.32,286$3.88M0.16%-1,70113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC32,269$3.88M0.03%+19,29713F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.32,149$3.86M1.9%-30413F-HRTimeline
CAPE ANN SAVINGS BANK32,035$3.85M1.98%-9513F-HRTimeline
Perennial Investment Advisors, LLC32,024$3.85M0.3%-4,84413F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP31,990$3.85M0.11%+11113F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK31,966$3.84M0.51%-9,89313F-HRTimelineGroup
Madden Advisory Services, Inc.31,867$3.83M1.54%+26913F-HRTimeline
Hubbell Strickland Wealth Management, L…31,855$3.83M1.54%+16613F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding31,735$3.81M+675Timeline
Capital Planning LLC31,409$3.81M1.07%+1,15213F-HRTimeline
Baron Financial Group, LLC31,657$3.8M2.04%-1,79613F-HRTimeline
Granite FO LLC31,655$3.8M2.03%+3,02513F-HRTimeline
NTV Asset Management LLC31,620$3.8M0.4%-19,82813F-HRTimeline
Delta Wealth Advisors LLC31,606$3.8M3.18%-19713F-HRTimeline
SG Americas Securities, LLC31,369$3.77M<0.01%+8,22013F-HRTimeline
Beaumont Financial Advisors, LLC31,369$3.77M0.25%-44313F-HRTimeline
WealthCare Investment Partners, LLC30,925$3.75M1.09%+45313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI31,213$3.75M0.21%-2,21713F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC31,212$3.75M3.5%+57613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…31,201$3.75M0.07%-14,84613F-HRTimelineGroup
Variant Private Wealth, LLC31,196$3.75M3.9%-3,17413F-HRTimeline
Vigilare Wealth Management30,987$3.72M1.25%new13F-HRTimeline
Biltmore Family Office, LLC30,781$3.7M0.51%+22313F-HRTimeline
Fluent Financial, LLC30,704$3.69M1.41%new13F-HRTimeline
CENTRAL BANK & TRUST CO30,703$3.69M0.57%+7,63313F-HRTimeline
Midwest Financial Group LLC30,600$3.68M1.62%-6,67613F-HRTimeline
Advyzon Investment Management, LLC30,535$3.67M0.43%+6,22813F-HRTimeline
Badgley Phelps Wealth Managers, LLC30,509$3.67M0.07%+55213F-HRTimeline
AMG National Trust Bank30,317$3.64M0.09%-1,15713F-HRTimeline
First Western Trust Bank30,271$3.64M0.18%-2313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC30,188$3.63M0.27%+4,13413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT30,156$3.62M0.23%+8213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC30,140$3.62M0.18%+8,77413F-HRTimeline
Vawter Financial, Ltd.30,125$3.62M1.53%-48813F-HR/ATimeline
FAS Wealth Partners, Inc.30,116$3.62M0.23%+5213F-HRTimeline
Corundum Trust Company, INC30,082$3.62M8.23%-2,01613F-HRTimeline
Eley Financial Management, Inc30,011$3.61M1.3%+55613F-HRTimeline
Endowment Wealth Management, Inc.29,983$3.6M1.66%+5,78013F-HRTimeline
Journey Beyond Wealth, LLC29,859$3.59M2.85%-4,58113F-HRTimeline
CENTAURUS FINANCIAL, INC.29,779$3.58M0.16%+4,00713F-HRTimeline
ASL Financial, LLC29,777$3.58M2.81%13F-HRTimeline
Rothschild Wealth LLC29,739$3.57M0.34%+6,85313F-HR/ATimeline
1015 Capital Partners, LLC29,705$3.57M3.51%13F-HRTimeline
FORTE ASSET MANAGEMENT LLC29,702$3.57M1.62%+9,22813F-HRTimeline
Patriot Financial Group Insurance Agenc…29,669$3.57M0.43%-1,31713F-HRTimeline
United Advisor Group, LLC29,641$3.56M0.46%-2,45913F-HRTimeline
Kagan Cocozza Asset Management29,614$3.56M2.53%+1,21313F-HRTimeline
Physician Wealth Advisors, Inc.29,554$3.55M0.49%+813F-HRTimeline
DIVERSIFIED TRUST CO29,375$3.53M0.06%+7913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…29,219$3.51M0.01%+27,63413F-HRTimeline
Precision Wealth Strategies, LLC29,216$3.51M1.14%-3,36713F-HRTimeline
Western Wealth Management, LLC29,147$3.5M0.16%+5,62013F-HRTimeline
Bristlecone Value Partners, LLC28,936$3.48M4.01%13F-HRTimeline
Aureum Wealth Management, LLC28,890$3.47M3.22%13F-HRTimeline
Gryphon Financial Partners LLC28,875$3.47M0.37%+39113F-HRTimeline
Asset Management Group, Inc.28,790$3.46M0.56%-24613F-HRTimeline
Visionary Wealth Advisors28,704$3.45M0.16%+1,30013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC28,663$3.44M0.58%13F-HRTimeline
CoreFirst Bank & Trust28,605$3.44M1.86%-4,04313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.28,478$3.42M1.48%-1213F-HRTimeline
AE Wealth Management LLC28,456$3.42M0.02%-41113F-HRTimeline
Bryn Mawr Trust Advisors, LLC28,393$3.41M0.16%+5,82913F-HRTimeline
Viewpoint Capital Management LLC28,269$3.4M1.47%013F-HRTimeline
PCA Investment Advisory Services Inc.28,120$3.4M1.19%-4,09413F-HRTimeline
Diversified Portfolios, Inc.28,255$3.4M0.28%+2,23313F-HRTimeline
DBK Financial Counsel, LLC28,123$3.38M2.6%-2413F-HRTimeline
Wiser Wealth Management, Inc28,027$3.37M0.75%+69513F-HRTimeline
Heartwood Wealth Advisors LLC28,024$3.37M0.31%+2,20113F-HRTimeline
Arax Advisory Partners28,018$3.37M0.1%new13F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO27,949$3.36M0.05%-5,05513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO27,735$3.33M<0.01%-8,15113F-HRTimelineGroup
OPTIMA CAPITAL LLC27,598$3.32M1.44%-1,12913F-HRTimeline
Destiny Capital Corp/CO27,451$3.3M1.7%+16,05213F-HRTimeline
JMG Financial Group, Ltd.27,401$3.29M0.09%+29213F-HRTimeline
Jacobi Capital Management LLC27,365$3.29M0.19%-72913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/27,359$3.29M0.32%-35013F-HRTimeline
Tilson Financial Group, Inc.27,343$3.29M1.01%-2713F-HRTimeline
Abundance Wealth Counselors27,338$3.29M0.55%-1,28013F-HRTimeline
Dynamic Advisor Solutions LLC27,298$3.28M0.11%+5,32813F-HRTimeline
YANKCOM Partnership27,249$3.27M1.39%+28013F-HRTimeline
Coppell Advisory Solutions LLC26,909$3.27M0.32%+6,15313F-HRTimeline
Hi-Line Capital Management, LLC27,223$3.27M1.09%-19,46213F-HRTimeline
New Hampshire Trust27,209$3.27M0.64%+40213F-HRTimeline
Summit Wealth Partners, LLC27,192$3.27M0.6%-2,71313F-HRTimeline
Keebeck Wealth Management27,179$3.27M0.38%+31513F-HRTimeline
Gallagher Capital Advisors, LLC27,106$3.26M2.1%new13F-HRTimeline
Well Done, LLC26,916$3.23M0.48%+6613F-HRTimeline
Steigerwald, Gordon & Koch Inc.26,890$3.23M0.31%-16413F-HRTimeline
Dunhill Financial, LLC26,839$3.23M0.79%-23213F-HRTimeline
M3 Wealth Management, LLC26,735$3.21M2.62%13F-HR/ATimeline
ATTICUS WEALTH MANAGEMENT, LLC26,726$3.21M0.79%+2413F-HRTimeline
Breakwater Capital Group26,631$3.2M0.45%+60213F-HRTimeline
Park Place Capital Corp26,554$3.19M0.66%-1,84313F-HRTimeline
OKABENA INVESTMENT SERVICES INC26,532$3.19M0.61%+79713F-HRTimeline
Godfrey Financial Associates, Inc.26,372$3.17M2.75%13F-HRTimeline
SOA Wealth Advisors, LLC.26,320$3.16M0.53%-1,14013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC26,312$3.16M3.12%13F-HRTimeline
Mullaney, Keating & Wright, Inc.26,294$3.16M1.67%+35013F-HRTimeline
Klaas Financial Asset Advisors, LLC26,224$3.15M0.46%+52613F-HRTimeline
Lynch Investment Planning, LLC26,221$3.15M3.02%13F-HRTimeline
Mill Creek Capital Advisors, LLC26,145$3.14M0.06%+1,14513F-HRTimeline
Willis Johnson & Associates, Inc.26,094$3.14M0.19%-92,96513F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC26,066$3.13M2.59%-3,80513F-HRTimelineGroup
Westmount Partners, LLC26,052$3.13M0.78%+7913F-HRTimeline
FARMERS TRUST CO26,042$3.13M0.51%-65713F-HRTimeline