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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
Koshinski Asset Management, Inc.26,041$3.13M0.2%-1,16413F-HRTimeline
Provenance Wealth Advisors, LLC26,009$3.13M0.35%+5513F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…25,983$3.12M0.06%new13F-HRTimelineGroup
Emerald Advisors, LLC25,979$3.12M0.42%-12,65413F-HRTimeline
Cornerstone Wealth Management, LLC25,971$3.12M0.16%-16813F-HRTimeline
ETF Portfolio Partners, Inc.25,966$3.12M0.8%+34513F-HRTimeline
United Community Bankin group United Community Bank25,889$3.11M1.18%+2,04413F-HRTimelineGroup
Providence Capital Advisors, LLC25,883$3.11M0.52%+20313F-HRTimeline
Verdence Capital Advisors LLC25,879$3.11M0.18%-10,49513F-HRTimeline
TPG Advisors LLC25,813$3.1M1.93%-25613F-HRTimeline
Wealthquest Corp25,787$3.1M0.23%-54213F-HRTimeline
John W. Brooker & Co., CPAs25,563$3.07M5.5%-1,82513F-HRTimeline
BALANCED WEALTH GROUP LLC25,531$3.04M1.11%-113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding23,666$3.03M+2,577Timeline
Fortress Financial Solutions, LLC25,072$3.01M3.08%-1,60113F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC24,988$3M0.33%-87213F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV24,870$2.99M0.82%-1,42913F-HRTimeline
Golden State Wealth Management, LLC24,774$2.98M0.31%-31413F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC24,677$2.97M1.15%-26013F-HRTimeline
OBSIDIAN CIO, LLC24,649$2.96M4.39%-251,79413F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC24,630$2.96M2.98%+4413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT24,556$2.95M0.02%+3,40313F-HRTimeline
Westside Investment Management, Inc.24,389$2.93M0.47%+2913F-HRTimeline
WEALTH ALLIANCE, LLC24,317$2.92M0.29%-62413F-HRTimeline
SHUFRO ROSE & CO LLC24,277$2.92M0.2%+3,60813F-HRTimeline
Municipal Employees' Retirement System …24,129$2.9M0.03%013F-HRTimeline
Quotient Wealth Partners, LLC24,115$2.9M0.08%-533,96113F-HRTimeline
CVA Family Office, LLC24,042$2.89M0.33%-85013F-HRTimeline
Sepio Capital, LP23,932$2.88M0.16%+8,05513F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH23,850$2.87M0.83%013F-HRTimeline
GAMMA Investing LLC23,841$2.87M0.14%+1,77013F-HRTimeline
UNION SAVINGS BANK23,785$2.86M1.24%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC23,668$2.84M0.39%-7,85013F-HRTimeline
Montis Financial, LLC23,594$2.84M0.56%+32613F-HRTimeline
Keystone Financial Group23,560$2.83M0.21%-1,33213F-HRTimeline
AMERICAN NATIONAL BANK & TRUST23,504$2.82M0.27%-113F-HRTimeline
Southeast Asset Advisors, LLC23,471$2.82M0.27%-73213F-HRTimeline
Arete Wealth Advisors, LLC23,388$2.81M0.19%+3,45113F-HR/ATimeline
HUB Investment Partners, LLC23,381$2.81M0.08%+77313F-HRTimeline
Woodside Wealth Management LLC23,361$2.81M2.1%+13713F-HRTimeline
Greenwich Wealth Management LLC23,316$2.8M0.12%+513F-HRTimeline
Allegheny Financial Group23,286$2.8M0.41%+12,63813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC23,195$2.79M1.08%+37713F-HRTimeline
Lionsbridge Wealth Management LLC23,168$2.78M2.82%-4,64413F-HRTimeline
Goldstone Financial Group, LLC23,150$2.78M0.31%+2,17813F-HRTimeline
McGlone Suttner Wealth Management, Inc.23,139$2.78M0.37%+1,71713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …23,114$2.78M0.45%-1,69413F-HRTimeline
Newman Dignan & Sheerar, Inc.23,109$2.78M0.58%-6513F-HRTimeline
Busey Bank23,067$2.77M0.07%+1,45413F-HRTimeline
One Capital Management, LLC22,960$2.76M0.08%-32,20213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …22,723$2.76M<0.01%-1,89413F-HRTimelineGroup
SYON CAPITAL LLC22,821$2.74M0.14%+25113F-HRTimeline
Tradition Wealth Management, LLC22,755$2.73M0.2%+10813F-HRTimeline
BIRCH FINANCIAL GROUP, LLC22,752$2.73M1.56%+89513F-HRTimeline
PFG Advisors22,635$2.72M0.13%-1,01613F-HRTimeline
BridgePort Financial Solutions, LLC22,585$2.71M0.73%-45313F-HRTimeline
Central Pacific Bank - Trust Division22,582$2.71M0.33%+3,51413F-HRTimeline
Strive Financial Group ,LLC22,564$2.71M1.43%13F-HR/ATimeline
Blue Line Capital, LLC / IL22,478$2.7M3.2%13F-HRTimeline
CM WEALTH ADVISORS LLC22,424$2.69M0.61%+1,47613F-HRTimeline
Armbruster Capital Management, Inc.22,398$2.69M0.45%-60213F-HRTimeline
RoundAngle Advisors LLC22,365$2.69M1.96%+1,72513F-HRTimeline
FourThought Financial Partners, LLC22,365$2.69M0.23%+4,47013F-HRTimeline
Rialto Wealth Management, LLC22,362$2.69M0.64%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC22,346$2.69M0.29%-1,10113F-HRTimeline
RVW Wealth, LLC22,328$2.68M0.2%-16413F-HRTimeline
Midwest Professional Planners, LTD.22,285$2.68M0.63%-21213F-HRTimeline
HRT FINANCIAL LP22,273$2.68M0.01%+13,41013F-HRTimeline
Pines Wealth Management, LLC22,130$2.66M0.86%+1,10313F-HRTimeline
Innovative Wealth Building LLC22,115$2.66M1.94%+31313F-HRTimeline
Keenan, LLC22,038$2.65M2.33%13F-HR/ATimeline
VeraBank, N.A.22,008$2.64M0.48%013F-HRTimeline
Wealth Management Partners, LLC21,985$2.64M0.75%-2,20413F-HRTimeline
CRA Financial Services, LLC21,899$2.63M0.34%-95213F-HRTimeline
Glen Eagle Advisors, LLC21,867$2.63M0.36%-92213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC21,864$2.63M0.69%new13F-HRTimeline
ARVEST INVESTMENTS, INC.21,863$2.63M0.37%new13F-HRTimeline
CULBERTSON A N & CO INC21,821$2.62M0.36%-10913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.21,606$2.61M0.11%-88813F-HRTimelineGroup
FINANCIAL COUNSELORS INC21,670$2.6M3.61%+7,79213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp21,598$2.6M0.14%-15713F-HRTimelineGroup
Argyle Capital Partners, LLC21,591$2.59M1.9%-1,12813F-HRTimeline
DAVIS R M INC21,495$2.58M0.04%-73913F-HRTimeline
Quest 10 Wealth Builders, Inc.21,491$2.58M2.31%+5813F-HRTimeline
Marin Bay Wealth Advisors, LLC21,324$2.56M1.47%13F-HRTimeline
GW&K Investment Management, LLC21,308$2.56M0.02%+2,69513F-HRTimeline
Family Office Research LLC20,860$2.56M1.04%+11813F-HRTimeline
Independent Family Office, LLC21,267$2.56M1.07%+21013F-HRTimeline
TruNorth Capital Management, LLC21,260$2.56M0.48%013F-HRTimeline
Capital Squared Financial LLC21,239$2.55M1.99%+5,34613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC21,225$2.55M0.23%+2,41313F-HRTimelineGroup
Balentine LLC21,225$2.55M0.1%-1,07613F-HRTimeline
Smartleaf Asset Management LLC20,899$2.54M0.1%-1,94413F-HRTimeline
Heritage Wealth Management, Inc./Texas21,096$2.54M1.1%-3,89013F-HRTimeline
NIXON PEABODY TRUST CO21,045$2.53M0.19%-95013F-HRTimeline
Elm Partners Management LLC21,045$2.53M0.09%+75613F-HR/ATimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,993$2.52M0.15%-53813F-HRTimeline
Pinnacle Bancorp, Inc.20,982$2.52M0.74%+4313F-HRTimeline
Astra Wealth Partners LLC20,944$2.52M1.54%+99913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding20,873$2.51M-281Timeline
Evanson Asset Management, LLC20,850$2.51M0.14%+57013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…20,837$2.5M0.01%+1,17913F-HRTimelineGroup
Lewis Asset Management, LLC20,691$2.49M1.01%-1,19413F-HRTimeline
NOVEM GROUP20,659$2.48M0.29%-25813F-HRTimeline
Venturi Wealth Management, LLC20,503$2.46M0.11%-2,72613F-HRTimeline
Narwhal Capital Management20,450$2.46M0.18%-9113F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…20,410$2.45M0.03%-1,50513F-HRTimelineGroup
Peterson Wealth Advisors, LLC20,395$2.45M0.33%+10213F-HRTimeline
David J Yvars Group20,371$2.45M1.31%+59113F-HRTimeline
Novak & Powell Financial Services, Inc.20,370$2.45M1.28%+5913F-HRTimeline
CHAPIN DAVIS, INC.20,293$2.44M0.57%-6613F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP20,276$2.44M1.43%+2,03513F-HRTimelineGroup
Intrinsic Value Partners, LLC20,236$2.43M1.82%+4,51013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD20,200$2.43M0.01%-11513F-HRTimelineGroup
Fort Point Capital Partners LLC18,689$2.41M0.29%+2,59713F-HRTimeline
Game Plan Financial Advisors, LLC19,980$2.4M0.97%+19,82613F-HRTimeline
Dana Investment Advisors, Inc.19,969$2.4M0.07%+56113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC19,815$2.38M0.87%+62013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…19,811$2.38M0.93%+4413F-HRTimeline
LOM Asset Management Ltd19,754$2.37M0.69%+27013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC19,699$2.37M0.08%+2,21813F-HRTimelineGroup
Mechanics Bank Trust Department19,596$2.36M0.31%+81313F-HRTimeline
Ullmann Wealth Partners Group, LLC19,989$2.35M0.25%-34913F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.19,572$2.35M1.95%+1,52013F-HRTimeline
Joel Isaacson & Co., LLC19,525$2.35M0.08%+27413F-HRTimeline
Invera Wealth Advisors, LLC19,508$2.34M1.48%-1,49313F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…18,211$2.34M0.58%013F-HRTimeline
Kovack Advisors, Inc.19,479$2.34M0.11%+14,57813F-HR/ATimeline
AUA CAPITAL MANAGEMENT, LLC19,397$2.33M1.17%+5,27913F-HRTimeline
Samalin Investment Counsel, LLC19,371$2.33M0.83%+81513F-HRTimeline
Narus Financial Partners, LLC19,364$2.33M0.64%-55113F-HRTimeline
TopTier Wealth Management, LLC19,330$2.32M1.58%13F-HRTimeline
Revolve Wealth Partners, LLC19,310$2.32M0.27%-54613F-HRTimeline
Cornell Pochily Investment Advisors, In…19,301$2.32M0.67%-12913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP19,201$2.31M0.17%+5,40613F-HRTimeline
POWER WEALTH MANAGEMENT LLC19,183$2.31M0.81%new13F-HRTimeline
Core Wealth Advisors, Inc.19,118$2.3M0.6%+1,56413F-HRTimeline
SOL Capital Management CO19,101$2.3M0.21%+3,64513F-HRTimeline
BXM Wealth LLC19,101$2.3M1.77%new13F-HRTimeline
Secure Asset Management, LLC19,063$2.29M0.36%-1,56313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC18,992$2.28M0.26%-8513F-HRTimeline
STALEY CAPITAL ADVISERS INC18,991$2.28M0.09%013F-HRTimeline
Harbour Capital Advisors, LLC18,774$2.28M0.46%+75813F-HRTimeline
JHP Wealth Management, LLC18,768$2.26M2.18%13F-HRTimeline
EQ LLC18,747$2.25M0.65%-37,51813F-HRTimeline
EVOKE WEALTH, LLC18,677$2.24M0.04%+9613F-HRTimeline
Foundation Wealth Management, LLC\PA18,670$2.24M0.81%-2,78713F-HRTimeline
Flavin Financial Services, Inc.18,630$2.24M1.53%+7813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT18,603$2.24M0.03%-7,27913F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC18,537$2.23M0.97%-23213F-HRTimeline
Kassira Wealth Management LLC18,537$2.23M2.11%+1113F-HRTimeline
WORLD EQUITY GROUP, INC.18,534$2.23M0.62%+29013F-HRTimeline
Intrua Financial, LLC18,452$2.22M0.24%-47813F-HRTimeline
Tranquility Partners, LLC18,420$2.21M0.8%-7513F-HRTimeline
JT Stratford LLC18,414$2.21M0.28%-79,97613F-HRTimeline
Missouri Trust & Investment Co18,373$2.21M0.65%+20013F-HRTimeline
Expressive Wealth LLC18,324$2.2M2.38%13F-HRTimeline
DELTA FINANCIAL ADVISORS LLC18,298$2.2M0.57%-9413F-HRTimeline
STEPH & CO18,281$2.2M0.63%-1313F-HRTimeline
GC Wealth Management RIA, LLC18,255$2.19M0.08%-9,30713F-HRTimeline
Sage Financial Management Group, Inc.18,222$2.19M0.67%013F-HRTimeline
Affinity Capital Advisors, LLC18,219$2.19M0.3%013F-HRTimeline
SevenBridge Financial Group, LLC17,075$2.19M0.35%-64013F-HRTimeline
Talisman Wealth Advisors LLC18,159$2.18M1.7%-1,92013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC18,129$2.18M0.3%-16,22813F-HRTimeline
Plancorp, LLC18,007$2.16M0.07%-1,04613F-HRTimeline
Blue Trust, Inc.17,898$2.15M0.02%+6,02813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC17,847$2.14M0.48%-1,21013F-HRTimeline
Obermeyer Wealth Partners17,828$2.14M0.1%-17113F-HRTimeline
McNamara Financial Services, Inc.17,813$2.14M0.41%-34,13813F-HRTimeline
Urban Wealth Management, LLC17,807$2.14M1.99%13F-HRTimeline
Roberts Wealth Advisors, LLC17,771$2.14M0.56%-63813F-HRTimeline
Mann Financial Group, Inc.17,733$2.13M2.06%+1,14913F-HR/ATimeline
Coastline Trust Co17,723$2.13M0.2%-6,54513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacies Wealth LLC17,711$2.13M1.2%013F-HRTimeline
PFG Investments, LLC17,648$2.12M0.1%+72113F-HRTimeline
JSF Financial, LLC17,628$2.12M0.44%-79913F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.17,579$2.11M1.59%+43913F-HRTimeline
Bernicke Wealth Management, Ltd.17,504$2.1M0.27%13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC17,500$2.1M<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.17,434$2.1M0.05%-14713F-HRTimeline
Zhang Financial LLC17,406$2.09M0.08%+52213F-HRTimeline
VIAWEALTH, LLC17,318$2.08M1.17%-3,37213F-HRTimeline
Kohmann Bosshard Financial Services, LLC17,306$2.08M0.19%-31413F-HRTimeline
FRG Family Wealth Advisors LLC17,277$2.08M0.32%+3,13613F-HRTimeline
TRUE Private Wealth Advisors17,264$2.07M0.21%-42713F-HRTimeline
SWP FINANCIAL LLC17,208$2.07M1.04%+14213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,202$2.07M0.03%+2,19013F-HRTimeline
Second Line Capital, LLC17,198$2.07M0.42%-1,63613F-HRTimeline
Great Diamond Partners, LLC17,165$2.06M0.4%-41313F-HRTimeline
MEANS INVESTMENT CO., INC.17,137$2.06M0.17%-61713F-HRTimeline
Accurate Wealth Management, LLC16,276$2.06M0.26%+80313F-HRTimeline
Hilltop National Bank17,107$2.06M0.5%-67913F-HRTimeline
SCOTIA CAPITAL INC.17,029$2.05M0.01%+1,73913F-HRTimeline
Caprock Group, LLC16,961$2.04M0.04%-1,84513F-HRTimeline
EASTERN BANK16,889$2.03M0.04%+4,31713F-HRTimeline
Continuum Advisory, LLC16,845$2.02M0.2%-1,17713F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT16,843$2.02M0.13%-29013F-HRTimeline
BEARING POINT CAPITAL, LLC16,733$2.01M0.31%+65013F-HRTimeline
Joel Adams & Associates, Inc.16,650$2M1.5%+59913F-HRTimeline