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Disclosery

IJR ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Lynch Investment Planning, LLC38,880$4.83M4.34%+12,65913F-HRTimeline
Mechanics Financial Corp38,831$4.83M2.02%-2,39113F-HRTimeline
Glassy Mountain Advisors, Inc.38,814$4.82M1.5%+16113F-HRTimeline
Verde Capital Management38,807$4.82M1.03%-1,16113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT38,640$4.8M0.54%+64613F-HRTimeline
Convergence Financial, LLC38,638$4.8M0.51%-16413F-HRTimeline
IMA Advisory Services, Inc.38,476$4.78M0.47%+1,07813F-HRTimeline
Presper Financial Architects, LLC38,359$4.77M2.83%-67,65813F-HRTimeline
INVENIO WEALTH PARTNERS LLC38,218$4.75M1.89%+1,35313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.38,201$4.75M0.49%-41813F-HRTimeline
Per Stirling Capital Management, LLC.38,184$4.75M0.52%-32,98313F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC38,175$4.75M3.51%-5413F-HRTimeline
Causey Wealth LLC38,125$4.74M2.01%-3,98713F-HRTimeline
Redhawk Wealth Advisors, Inc.38,053$4.73M0.52%+3,62613F-HRTimeline
Madison Park Capital Advisors, LLC37,789$4.7M3.69%-113F-HRTimeline
PFG Private Wealth Management, LLC37,687$4.68M1.99%+1,35913F-HRTimeline
PLANNING DIRECTIONS INC37,635$4.68M2.37%-22,00313F-HRTimeline
Split Rock Private Trading & Wealth Man…37,567$4.67M3.62%-95813F-HRTimeline
CENTRAL BANK & TRUST CO37,495$4.66M0.73%+6,79213F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD37,446$4.66M3.14%+4,58713F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV37,411$4.65M2.23%-15713F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.37,393$4.65M0.19%+1,20513F-HRTimelineGroup
Adirondack Capital Advisors, LLC37,382$4.65M2.98%+92013F-HRTimeline
Transcendent Capital Group LLC37,272$4.63M2.11%-1,46513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO37,170$4.62M1.28%-29013F-HRTimeline
VANGUARD GROUP INCgroup of 3 filers holding37,168$4.62MnewTimeline
LANARK FINANCIAL, INC.36,998$4.6M0.35%+1,04113F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding36,966$4.6M+1,939Timeline
Arrowroot Family Office, LLC36,791$4.57M1.51%-76813F-HR/ATimeline
Turtle Creek Wealth Advisors, LLC36,753$4.57M0.34%-31,79613F-HRTimeline
Element Wealth, LLC36,706$4.56M1.89%-2,72013F-HRTimeline
Carl P. Sherr & Co., LLC36,679$4.56M2.14%-4613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC36,656$4.56M0.64%+2,63113F-HRTimeline
SPINNAKER TRUST36,541$4.54M0.25%-59313F-HRTimeline
WEDBUSH SECURITIES INC36,514$4.54M0.13%-1,94613F-HRTimeline
Simplicity Wealth,LLC36,157$4.49M0.25%-98813F-HRTimeline
Jeter Robert S II32,467$4.49M4.47%13F-HRTimeline
BRIGHTON JONES LLC36,117$4.49M0.1%new13F-HR/ATimeline
Capital Planning LLC36,106$4.49M1.46%+4,69713F-HRTimeline
AMG National Trust Bank36,100$4.49M0.1%+5,78313F-HRTimeline
AMARA FINANCIAL, LLC.36,027$4.48M3.09%-1,32213F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…36,000$4.47M2.31%-1,00013F-HRTimelineGroup
LEE DANNER & BASS INC35,928$4.47M0.28%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.35,899$4.46M0.41%-6,23813F-HRTimelineGroup
DONALDSON CAPITAL MANAGEMENT, LLC35,888$4.46M0.14%+1,07713F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…32,645$4.46M1.49%-33813F-HRTimeline
National Philanthropic Trust35,715$4.44M0.05%+5213F-HRTimeline
Vickerman Investment Advisors, Inc.35,694$4.44M0.93%+86913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP35,690$4.44M0.33%+16,48913F-HRTimeline
Winthrop Partners - WNY, LLC35,680$4.44M2.36%-11513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV35,551$4.42M1.93%-9813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding35,445$4.41M-826Timeline
PEOPLES BANK /OH35,329$4.39M2.7%-2,15613F-HRTimeline
GARRISON POINT ADVISORS, LLC35,217$4.38M2%+92013F-HRTimeline
Jaffetilchin Investment Partners, LLC35,042$4.36M0.26%+1,43113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC34,915$4.34M0.34%+4,72713F-HRTimeline
Clear Creek Financial Management, LLC34,865$4.33M0.33%+2,19313F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC34,812$4.33M0.17%-3713F-HRTimelineGroup
Old Mission Investment Co LLC34,808$4.33M1.01%+31013F-HRTimeline
Post Resch Tallon Group Inc.34,152$4.27M3.45%+1,63613F-HRTimeline
Summit Place Financial Advisors, LLC34,286$4.26M2.05%-1,05013F-HRTimeline
Waldron Private Wealth LLC34,201$4.25M0.17%-1,00113F-HRTimeline
Mutual Advisors, LLC34,170$4.25M0.09%-77513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.34,010$4.23M0.05%+1,71313F-HRTimelineGroup
Vericrest Private Wealth33,978$4.22M3.79%+94613F-HRTimeline
Evercore Wealth Management, LLC33,942$4.22M0.07%+45013F-HRTimeline
Greykasell Wealth Strategies, Inc.33,884$4.21M1.7%-12313F-HRTimeline
Advyzon Investment Management, LLC33,841$4.21M0.38%+3,30613F-HRTimeline
Quad-Cities Investment Group, LLC33,829$4.21M1.68%+56813F-HRTimeline
Kovack Advisors, Inc.33,769$4.2M0.22%+14,29013F-HRTimeline
NEPC LLC33,803$4.2M0.08%+4013F-HRTimeline
J. R. Prunier Capital Management LLC33,799$4.2M1.79%-3613F-HRTimeline
Aureum Wealth Management, LLC33,789$4.2M2.92%+4,89913F-HRTimeline
Rothschild Wealth LLC33,702$4.19M0.38%+3,96313F-HRTimeline
Foundations Investment Advisors, LLC33,531$4.17M0.05%-9,74813F-HRTimeline
Sage Mountain Advisors LLC33,485$4.16M0.29%-3913F-HRTimeline
B. Riley Wealth Advisors, Inc.34,410$4.16M0.27%-2,75613F-HRTimeline
Galvin, Gaustad & Stein, LLC33,422$4.15M0.33%-83,58213F-HRTimeline
United Advisor Group, LLC33,302$4.14M0.51%+3,66113F-HRTimeline
Heartwood Wealth Advisors LLC33,152$4.12M0.36%+5,12813F-HRTimeline
United Bank33,140$4.12M1.37%-2713F-HRTimeline
Canopy Partners, LLC33,132$4.12M1.41%-53513F-HRTimeline
Elyxium Wealth, LLC33,118$4.12M1.32%-3,60513F-HRTimeline
WBH ADVISORY INC32,897$4.11M0.31%-1,86413F-HRTimeline
MJT & Associates Financial Advisory Gro…33,036$4.11M3.01%-2,73513F-HRTimeline
Summit Wealth Partners, LLC33,034$4.11M0.65%+5,84213F-HRTimeline
Focus Financial Network, Inc.33,014$4.1M0.15%-2,14813F-HRTimeline
LaSalle St. Investment Advisors, LLC32,952$4.1M0.58%-1,53213F-HRTimeline
OPTIMA CAPITAL LLC32,734$4.07M1.89%+5,13613F-HRTimeline
Bay Capital Advisors, LLC32,734$4.07M2.51%-67013F-HRTimeline
Fluent Financial, LLC30,837$4.06M1.49%+13313F-HRTimeline
Stone Summit Wealth LLC32,576$4.05M1.13%-46813F-HRTimeline
Granite FO LLC32,570$4.05M2.4%+91513F-HR/ATimeline
TSG Advice Partners, LLC32,472$4.04M0.6%-87513F-HRTimeline
Abundance Wealth Counselors32,388$4.03M0.58%+5,05013F-HRTimeline
SYNTAX RESEARCH, INC.32,346$4.02M2.56%-30813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding32,297$4.02M+11,424Timeline
SILVERCREST ASSET MANAGEMENT GROUP LLC32,269$4.01M0.03%013F-HRTimeline
Canal Capital Management, LLC32,225$4.01M0.54%-32,27213F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.32,125$3.99M1.95%-2413F-HRTimeline
Hubbell Strickland Wealth Management, L…32,096$3.99M1.59%+24113F-HRTimeline
Madden Advisory Services, Inc.32,088$3.99M1.57%+22113F-HRTimeline
ADIRONDACK TRUST CO32,074$3.99M1.34%-95913F-HRTimeline
AE Wealth Management LLC31,967$3.97M0.02%+3,51113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI31,943$3.97M0.18%+73013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC31,836$3.96M1.21%+17,48313F-HRTimeline
Retirement Planning Group, LLC31,782$3.95M0.12%-2,07813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED31,594$3.93M0.29%-6,19213F-HRTimeline
NTV Asset Management LLC31,539$3.92M0.43%-8113F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO31,507$3.92M<0.01%+3,77213F-HRTimelineGroup
Corundum Trust Company, INC31,502$3.92M8.94%+1,42013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC31,446$3.91M0.77%-15,24013F-HRTimeline
WealthCare Investment Partners, LLC31,216$3.9M1.08%+29113F-HRTimeline
Alpha Financial Partners LLC31,350$3.9M2.31%-1,11713F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.31,236$3.88M0.16%-1,05013F-HRTimeline
Variant Private Wealth, LLC31,181$3.88M4.69%-1513F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC30,883$3.84M3.56%-32913F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP30,742$3.82M0.12%-1,24813F-HRTimeline
Coral Wealth Management, LLC30,696$3.82M4.27%13F-HRTimeline
Baron Financial Group, LLC30,683$3.81M2.06%-97413F-HRTimeline
Endowment Wealth Management, Inc.30,638$3.81M1.68%+65513F-HRTimeline
Hi-Line Capital Management, LLC30,556$3.8M1.19%+3,33313F-HRTimeline
FIRST MANHATTAN CO. LLC.30,504$3.79M0.01%-2,34513F-HRTimeline
M3 Wealth Management, LLC30,485$3.79M2.92%+3,75013F-HRTimeline
OBSIDIAN CIO, LLC30,469$3.79M3.4%+5,82013F-HRTimeline
Eley Financial Management, Inc30,451$3.79M1.37%+44013F-HR/ATimeline
First Western Trust Bank30,391$3.78M0.19%+12013F-HRTimeline
Providence Capital Advisors, LLC30,319$3.77M0.62%+4,43613F-HRTimeline
Kagan Cocozza Asset Management30,292$3.77M2.65%+67813F-HRTimeline
Visionary Wealth Advisors30,269$3.76M0.17%+1,56513F-HRTimeline
CENTAURUS FINANCIAL, INC.30,263$3.76M0.18%+48413F-HRTimeline
Badgley Phelps Wealth Managers, LLC30,222$3.76M0.07%-28713F-HRTimeline
Midwest Financial Group LLC30,187$3.75M1.6%-41313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC30,136$3.75M0.18%-413F-HRTimeline
Delta Wealth Advisors LLC30,069$3.74M2.84%-1,53713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…30,064$3.74M0.07%-1,13713F-HRTimelineGroup
Sepio Capital, LP30,023$3.73M0.2%+6,09113F-HRTimeline
Windsor Capital Management, LLC29,921$3.72M1.05%-2,80113F-HRTimeline
VESTOR CAPITAL, LLC29,901$3.72M0.27%+29,11613F-HRTimeline
Bristlecone Value Partners, LLC29,672$3.69M3.25%+73613F-HRTimeline
1015 Capital Partners, LLC29,628$3.68M3.58%-7713F-HRTimeline
FAS Wealth Partners, Inc.29,391$3.65M0.23%-72513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK29,342$3.65M0.51%-2,62413F-HRTimelineGroup
ASL Financial, LLC29,246$3.64M2.9%-53113F-HRTimeline
SIGNATUREFD, LLC29,067$3.61M0.06%+22,70113F-HRTimeline
Physician Wealth Advisors, Inc.28,965$3.6M0.5%-58913F-HRTimeline
State of Alaska, Department of Revenue28,905$3.59M0.04%-12,15313F-HRTimeline
Asset Management Group, Inc.28,889$3.59M0.58%+9913F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC28,818$3.58M0.26%-8,77613F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT28,713$3.57M0.23%-1,44313F-HRTimeline
Perennial Investment Advisors, LLC28,515$3.54M0.28%-3,50913F-HRTimeline
FORTE ASSET MANAGEMENT LLC28,501$3.54M1.55%-1,20113F-HRTimeline
OKABENA INVESTMENT SERVICES INC28,477$3.54M0.68%+1,94513F-HRTimeline
Dunhill Financial, LLC28,468$3.54M0.83%+1,62913F-HRTimeline
Well Done, LLC28,461$3.54M0.52%+1,54513F-HRTimeline
Beaumont Financial Advisors, LLC28,434$3.53M0.24%-2,93513F-HRTimeline
Integrated Advisors Network LLC28,318$3.52M0.18%-32,72613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.28,310$3.52M1.66%-16813F-HRTimeline
Viewpoint Capital Management LLC28,269$3.51M1.64%013F-HRTimeline
YANKCOM Partnership28,245$3.51M1.44%+99613F-HRTimeline
BALANCED WEALTH GROUP LLC28,240$3.51M1.26%+2,70913F-HRTimeline
CoreFirst Bank & Trust28,041$3.49M1.85%-56413F-HRTimeline
Destiny Capital Corp/CO28,006$3.48M1.86%+55513F-HRTimeline
DBK Financial Counsel, LLC28,000$3.48M2.64%-12313F-HRTimeline
TRUST POINT INC.27,951$3.47M0.3%+24,58313F-HRTimeline
Jacobi Capital Management LLC27,678$3.44M0.19%+31313F-HRTimeline
Breakwater Capital Group27,659$3.44M0.46%+1,02813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/27,612$3.43M0.33%+25313F-HRTimeline
FARMERS TRUST CO27,558$3.43M0.54%+1,51613F-HRTimeline
Gryphon Financial Partners LLC27,451$3.41M0.36%-1,42413F-HRTimeline
Annex Advisory Services, LLC27,430$3.41M0.06%-6,94313F-HRTimeline
HUB Investment Partners, LLC27,422$3.41M0.08%+4,04113F-HRTimeline
Wiser Wealth Management, Inc27,386$3.4M0.73%-64113F-HRTimeline
JMG Financial Group, Ltd.27,294$3.39M0.09%-10713F-HRTimeline
Verdence Capital Advisors LLC27,054$3.36M0.2%+1,17513F-HRTimeline
EWA, LLC27,041$3.36M0.76%-16,15113F-HRTimeline
Tilson Financial Group, Inc.27,027$3.36M1.01%-31613F-HRTimeline
Gallagher Capital Advisors, LLC27,006$3.36M2.26%-10013F-HRTimeline
ADKINS SEALE CAPITAL MANAGEMENT LLC26,857$3.34M3.3%+54513F-HRTimeline
Steigerwald, Gordon & Koch Inc.26,717$3.32M0.34%-17313F-HRTimeline
JHP Wealth Management, LLC26,648$3.31M3.17%+7,88013F-HRTimeline
Koshinski Asset Management, Inc.26,598$3.31M0.21%+55713F-HRTimeline
Vawter Financial, Ltd.26,426$3.29M1.38%-3,69913F-HR/ATimeline
LAUREL OAK WEALTH MANAGEMENT, LLC26,405$3.28M0.55%-2,25813F-HRTimeline
Westmount Partners, LLC26,302$3.27M0.81%+25013F-HRTimeline
Diversified Portfolios, Inc.26,279$3.27M0.27%-1,97613F-HRTimeline
GAMMA Investing LLC26,238$3.26M0.15%+2,39713F-HRTimeline
Golden State Wealth Management, LLC26,161$3.25M0.36%+1,38713F-HRTimeline
Park Place Capital Corp26,099$3.24M0.65%-45513F-HRTimeline
Southeast Asset Advisors, LLC26,021$3.23M0.35%+2,55013F-HRTimeline
Godfrey Financial Associates, Inc.26,014$3.23M2.78%-35813F-HRTimeline
Cornerstone Wealth Management, LLC25,887$3.22M0.16%-8413F-HRTimeline
Newman Dignan & Sheerar, Inc.25,869$3.22M0.68%+2,76013F-HRTimeline
Mill Creek Capital Advisors, LLC25,843$3.21M0.07%-30213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC25,731$3.2M0.87%-99513F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC25,264$3.14M2.64%-80213F-HRTimelineGroup
DIVERSIFIED TRUST CO25,228$3.14M0.06%-4,14713F-HRTimeline
FourThought Financial Partners, LLC25,169$3.13M0.27%+2,80413F-HRTimeline
TPG Advisors LLC25,161$3.13M1.95%-65213F-HRTimeline
SOA Wealth Advisors, LLC.25,079$3.12M0.59%-1,24113F-HRTimeline