Skip to content
Disclosery

IJR ISHARES TR

Follow

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
Montis Financial, LLC23,268$2.76M0.64%-1,37313F-HRTimeline
Venturi Wealth Management, LLC23,229$2.76M0.13%-113,80513F-HRTimeline
Woodside Wealth Management LLC23,224$2.76M2.18%+8213F-HRTimeline
Newman Dignan & Sheerar, Inc.23,174$2.75M0.59%-55813F-HRTimeline
SG Americas Securities, LLC23,149$2.75M0.01%-21,21713F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/23,144$2.75M0.13%+82813F-HRTimeline
LVZ, Inc.23,127$2.75M0.31%-4,24313F-HRTimeline
CENTRAL BANK & TRUST CO23,070$2.74M0.43%-13813F-HRTimeline
BridgePort Financial Solutions, LLC23,038$2.74M0.74%+1,75913F-HRTimeline
Armbruster Capital Management, Inc.23,000$2.73M0.47%-10013F-HRTimeline
Select Asset Management & Trust23,001$2.73M0.84%new13F-HRTimeline
Rothschild Wealth LLC22,886$2.72M0.59%+35213F-HRTimeline
CRA Financial Services, LLC22,851$2.72M0.37%-8513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC22,818$2.71M1.04%-23113F-HRTimeline
Smartleaf Asset Management LLC22,843$2.71M0.17%+95013F-HRTimeline
Glen Eagle Advisors, LLC22,789$2.71M0.38%+1113F-HRTimeline
Argyle Capital Partners, LLC22,719$2.7M1.94%-55413F-HRTimeline
Tradition Wealth Management, LLC22,647$2.69M0.2%-52313F-HRTimeline
HUB Investment Partners, LLC22,608$2.69M0.1%+12913F-HRTimeline
SYON CAPITAL LLC22,570$2.68M0.14%-55213F-HRTimeline
Bryn Mawr Trust Advisors, LLC22,564$2.68M0.13%+1,02013F-HRTimeline
Midwest Professional Planners, LTD.22,497$2.67M0.65%+20313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.22,494$2.67M0.12%-1,46613F-HRTimelineGroup
RVW Wealth, LLC22,492$2.67M0.21%+12213F-HRTimeline
Rialto Wealth Management, LLC22,362$2.66M0.69%-3,28313F-HRTimeline
Balentine LLC22,301$2.65M0.1%+4213F-HRTimeline
DAVIS R M INC22,234$2.64M0.05%+89013F-HRTimeline
GAMMA Investing LLC22,071$2.62M0.14%+2,09813F-HRTimeline
VeraBank, N.A.22,008$2.62M0.49%-12413F-HRTimeline
NIXON PEABODY TRUST CO21,995$2.61M0.19%-2,37713F-HRTimeline
Dynamic Advisor Solutions LLC21,970$2.61M0.08%-96,34513F-HRTimeline
CULBERTSON A N & CO INC21,930$2.61M0.37%-50513F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…21,915$2.6M0.03%-3,35513F-HRTimelineGroup
Lewis Asset Management, LLC21,885$2.6M1.07%-46713F-HRTimeline
BIRCH FINANCIAL GROUP, LLC21,857$2.6M1.53%+97413F-HRTimeline
Innovative Wealth Building LLC21,802$2.59M2.02%-3,74513F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp21,755$2.59M0.14%+7,16113F-HRTimelineGroup
Busey Bank21,613$2.57M0.07%+3,04613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC21,531$2.56M0.16%+83613F-HRTimeline
My Personal CFO, LLC21,457$2.55M0.99%new13F-HRTimeline
Foundation Wealth Management, LLC\PA21,457$2.55M0.99%-1,75213F-HRTimeline
Quest 10 Wealth Builders, Inc.21,433$2.55M2.35%-25313F-HRTimeline
McGlone Suttner Wealth Management, Inc.21,422$2.55M0.36%-26513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC21,366$2.54M0.15%+3,50013F-HRTimeline
TruNorth Capital Management, LLC21,260$2.53M0.5%+55813F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding21,154$2.51M+887Timeline
ZACKS INVESTMENT MANAGEMENT21,153$2.51M0.02%-5,68413F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC144,334$2.5M4.51%13F-HRTimeline
Independent Family Office, LLC21,057$2.5M1.06%+3,20813F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC21,048$2.5M<0.01%-8,36213F-HR/ATimelineGroup
Pines Wealth Management, LLC21,027$2.5M0.84%013F-HRTimeline
Invera Wealth Advisors, LLC21,001$2.5M1.54%-1713F-HRTimeline
Goldstone Financial Group, LLC20,972$2.49M0.29%-5,09013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding21,089$2.49M+1,094Timeline
CM WEALTH ADVISORS LLC20,948$2.49M0.66%+21813F-HRTimeline
Pinnacle Bancorp, Inc.20,939$2.49M0.73%-63113F-HRTimeline
NOVEM GROUP20,917$2.49M0.3%-24013F-HRTimeline
Arvest Bank Trust Division20,774$2.47M0.14%-1,04913F-HRTimeline
Family Office Research LLC20,742$2.46M1.08%+48813F-HRTimeline
Coppell Advisory Solutions LLC20,756$2.46M0.26%+2,07113F-HRTimeline
VIAWEALTH, LLC20,690$2.46M1.34%-8713F-HRTimeline
Secure Asset Management, LLC20,626$2.46M0.41%-1,30113F-HRTimeline
RoundAngle Advisors LLC20,640$2.45M1.9%-6813F-HRTimeline
Narwhal Capital Management20,541$2.44M0.18%-2213F-HRTimeline
FORTE ASSET MANAGEMENT LLC20,474$2.43M1.17%+14,14313F-HRTimeline
Leverty Financial Group, LLC20,431$2.43M0.63%+1,23013F-HRTimeline
CHAPIN DAVIS, INC.20,359$2.42M0.59%+3813F-HRTimeline
Ullmann Wealth Partners Group, LLC20,338$2.42M0.26%-82513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD20,315$2.41M0.01%013F-HRTimelineGroup
Novak & Powell Financial Services, Inc.20,311$2.41M1.27%+5,58613F-HRTimeline
Elm Partners Management LLC20,289$2.41M0.1%+19613F-HR/ATimeline
Evanson Asset Management, LLC20,280$2.41M0.14%+9413F-HRTimeline
Peterson Wealth Advisors, LLC20,293$2.4M0.36%+1,15513F-HRTimeline
Federation des caisses Desjardins du Qu…20,112$2.39M0.01%-1,556,38113F-HRTimeline
Talisman Wealth Advisors LLC20,079$2.39M1.98%-18213F-HRTimeline
Astra Wealth Partners LLC19,945$2.37M1.65%+79513F-HR/ATimeline
LOCKERMAN FINANCIAL GROUP, INC.19,943$2.37M2.99%013F-HRTimeline
Arete Wealth Advisors, LLC19,937$2.37M0.15%+83413F-HRTimeline
Narus Financial Partners, LLC19,915$2.37M0.65%+81213F-HR/ATimeline
Kathmere Capital Management, LLC19,863$2.36M0.17%+24013F-HRTimeline
Revolve Wealth Partners, LLC19,856$2.36M0.28%-6613F-HRTimeline
David J Yvars Group19,780$2.35M1.26%+71313F-HRTimeline
Mine & Arao Wealth Creation & Managemen…19,767$2.35M0.95%+2713F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…19,658$2.34M0.01%+52613F-HRTimelineGroup
RiverGlades Family Offices LLC19,524$2.32M1.42%+9113F-HRTimeline
LOM Asset Management Ltd19,484$2.31M0.71%+1,70613F-HRTimeline
Cornell Pochily Investment Advisors, In…19,430$2.31M0.69%-6,52913F-HRTimeline
Dana Investment Advisors, Inc.19,408$2.31M0.07%-21913F-HRTimeline
Joel Isaacson & Co., LLC19,251$2.29M0.08%-73513F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC19,195$2.28M0.98%-4613F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC19,077$2.27M0.29%-25113F-HRTimeline
Central Pacific Bank - Trust Division19,068$2.27M0.27%+1,79713F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC19,057$2.26M0.53%-2,11813F-HRTimeline
Plancorp, LLC19,053$2.26M0.07%-1,77413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC19,034$2.26M1.1%-54,00313F-HRTimeline
STALEY CAPITAL ADVISERS INC18,991$2.26M0.09%013F-HRTimeline
Intrua Financial, LLC18,930$2.25M0.26%-1,79713F-HRTimeline
Second Line Capital, LLC18,834$2.24M0.46%-61013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC18,812$2.24M0.21%-31313F-HRTimelineGroup
Mechanics Bank Trust Department18,783$2.23M0.31%-59613F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC18,769$2.23M1.04%-9713F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC18,726$2.23M1.67%+17713F-HRTimeline
Caprock Group, LLC18,806$2.22M0.05%13F-HRTimeline
Stonegate Investment Group, LLC18,640$2.22M0.05%-39313F-HRTimeline
WCG Wealth Advisors LLC18,630$2.21M0.14%+5313F-HRTimeline
GW&K Investment Management, LLC18,613$2.21M0.02%+4,72413F-HRTimeline
EVOKE WEALTH, LLC18,581$2.21M0.05%+6,70113F-HRTimeline
Samalin Investment Counsel, LLC18,556$2.2M0.76%+1,21413F-HRTimeline
Flavin Financial Services, Inc.18,552$2.2M1.57%+2,16213F-HR/ATimeline
Kassira Wealth Management LLC18,526$2.2M2.12%13F-HRTimeline
Tranquility Partners, LLC18,495$2.2M0.74%-2,30813F-HRTimeline
O'Brien Greene & Co. Inc18,451$2.19M0.67%-67513F-HRTimeline
JSF Financial, LLC18,427$2.19M0.49%-36113F-HRTimeline
Roberts Wealth Advisors, LLC18,409$2.19M0.58%-38513F-HRTimeline
DELTA FINANCIAL ADVISORS LLC18,392$2.19M0.62%+50513F-HRTimeline
PITCAIRN COin group PITCAIRN CO18,357$2.18M0.17%-1,57613F-HRTimelineGroup
Affinity Capital Advisors, LLC18,219$2.18M0.33%+50513F-HRTimeline
STEPH & CO18,294$2.17M0.66%013F-HRTimeline
WORLD EQUITY GROUP, INC.18,244$2.17M0.49%-65613F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP18,241$2.17M1.29%+1,39513F-HRTimelineGroup
Sage Financial Management Group, Inc.18,222$2.17M0.69%-1,07913F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…18,211$2.16M0.55%-113F-HRTimeline
SHUFRO ROSE & CO LLC20,669$2.16M0.18%-17613F-HRTimeline
Missouri Trust & Investment Co18,173$2.16M0.64%013F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.18,052$2.15M1.86%+1313F-HRTimeline
Continuum Advisory, LLC18,022$2.14M0.23%-7,68913F-HRTimeline
Obermeyer Wealth Partners17,999$2.14M0.1%+8313F-HRTimeline
Harbour Capital Advisors, LLC18,016$2.13M0.44%-3,10313F-HRTimeline
FourThought Financial Partners, LLC17,895$2.13M0.19%+3,94913F-HRTimeline
Capital Advisors, Ltd. LLC17,852$2.12M0.24%+65813F-HRTimeline
SevenBridge Financial Group, LLC17,715$2.12M0.35%-5,99613F-HRTimeline
Hilltop National Bank17,786$2.11M0.52%-66413F-HRTimeline
Ascent Capital Management, LLC17,776$2.11M1.69%-7413F-HRTimeline
MEANS INVESTMENT CO., INC.17,754$2.11M0.18%-1,45613F-HRTimeline
Legacies Wealth LLC17,711$2.1M1.36%013F-HRTimeline
TRUE Private Wealth Advisors17,691$2.1M0.21%-1,60613F-HRTimeline
Kohmann Bosshard Financial Services, LLC17,620$2.09M0.21%013F-HRTimeline
SBI Securities Co., Ltd.17,581$2.09M0.05%-31913F-HRTimeline
Great Diamond Partners, LLC17,578$2.09M0.41%+49113F-HRTimeline
Core Wealth Advisors, Inc.17,554$2.09M0.54%-44113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC17,481$2.08M0.07%-69113F-HRTimelineGroup
Laird Norton Wetherby Wealth Management…17,472$2.08M0.08%-3,27713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV17,408$2.07M0.39%+5413F-HRTimeline
Bison Wealth, LLC17,386$2.05M0.19%+13313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…17,249$2.05M0.65%-23413F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.17,140$2.04M1.64%+4113F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT17,133$2.04M0.14%+10413F-HRTimeline
SWP FINANCIAL LLC17,066$2.03M1.03%-59613F-HRTimeline
CORA CAPITAL ADVISORS LLC16,957$2.01M0.86%-53613F-HRTimeline
PFG Investments, LLC16,927$2.01M0.1%+41313F-HRTimeline
Zhang Financial LLC16,884$2.01M0.08%+42713F-HRTimeline
First County Bank /CT/16,809$2M1.02%013F-HRTimeline
Mann Financial Group, Inc.16,584$1.97M1.95%13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…16,558$1.97M0.13%-26613F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC16,523$1.96M0.34%-112,79113F-HRTimelineGroup
Uniting Wealth Partners, LLC16,493$1.96M0.46%new13F-HRTimeline
Arcus Capital Partners, LLC16,459$1.96M0.86%+3413F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC16,365$1.94M0.6%-21013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich16,357$1.94M0.01%new13F-HRTimeline
Cadence Bank16,341$1.94M0.12%-20913F-HRTimeline
Forza Wealth Management, LLC16,253$1.93M0.74%+6713F-HRTimeline
Grey Ledge Advisors, LLC16,164$1.92M0.44%+14313F-HRTimeline
Compass Wealth Management LLC16,152$1.92M0.43%-17913F-HRTimeline
Valley Financial Group, Inc.16,134$1.92M1.09%-6613F-HRTimeline
Fort Point Capital Partners LLC16,092$1.91M0.24%+1,34213F-HRTimeline
BEARING POINT CAPITAL, LLC16,083$1.91M0.33%013F-HRTimeline
Thrive Wealth Management, LLC16,061$1.91M0.29%+99313F-HRTimeline
Joel Adams & Associates, Inc.16,051$1.91M1.54%-14313F-HRTimeline
Capital Squared Financial LLC15,893$1.89M1.64%+50913F-HRTimeline
Sepio Capital, LP15,877$1.89M0.11%+18113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management15,772$1.87M0.26%013F-HRTimelineGroup
Quadcap Wealth Management, LLC15,747$1.87M0.22%-43613F-HRTimeline
Intrinsic Value Partners, LLC15,726$1.87M1.51%+1,72013F-HRTimeline
WealthShield Partners, LLC15,711$1.87M0.21%-5413F-HRTimeline
High Net Worth Advisory Group LLC15,677$1.86M0.45%-91713F-HRTimeline
HARMONY ASSET MANAGEMENT LLC15,646$1.86M0.64%+83713F-HRTimeline
Colorado Capital Management, Inc.15,487$1.84M0.71%-31113F-HRTimeline
SOL Capital Management CO15,456$1.84M0.16%-3,55213F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP15,442$1.84M0.05%+47813F-HRTimeline
Sunburst Financial Group, LLC15,439$1.83M0.39%-1,26013F-HRTimeline
Wilshire Advisors LLC15,430$1.83M4.75%-12,69013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.15,425$1.83M1.14%-5113F-HRTimeline
Accurate Wealth Management, LLC15,473$1.83M0.24%-13813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.13,804$1.82M0.12%-1,75213F-HRTimelineGroup
ABLE Financial Group, LLC15,315$1.82M0.39%-43413F-HRTimeline
SCOTIA CAPITAL INC.15,290$1.82M0.01%+10,40613F-HRTimeline
Penobscot Investment Management Company…15,289$1.82M0.14%-18613F-HRTimeline
2UniFi Bank15,288$1.82M0.91%+83913F-HRTimeline
Nova R Wealth, Inc.15,277$1.82M0.77%+32213F-HRTimeline
BlueSky Wealth Advisors, LLC15,261$1.81M0.24%+6913F-HRTimeline
Rockwood Wealth Management, LLC15,144$1.8M0.14%013F-HRTimeline
St. Clair Advisors, LLC15,132$1.8M0.48%+23213F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.15,122$1.8M0.23%+2,12113F-HRTimeline
Interchange Capital Partners, LLC15,098$1.79M0.35%+34113F-HRTimeline
ROGCO, LP15,068$1.79M0.63%+1,39113F-HRTimeline
RETIREMENT GUYS FORMULA LLC15,129$1.79M0.63%+36913F-HRTimeline
ROMAN BUTLER FULLERTON & CO15,026$1.79M0.48%-36713F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC15,014$1.78M0.14%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC15,012$1.78M0.02%+2,38713F-HRTimeline
Baldwin Investment Management, LLC14,928$1.77M0.2%013F-HRTimeline