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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
CVA Family Office, LLC25,078$3.12M0.33%+1,03613F-HRTimeline
Westside Investment Management, Inc.25,063$3.12M0.48%+67413F-HRTimeline
True North Advisors, LLC25,064$3.12M0.36%+15,31113F-HRTimeline
Keystone Financial Group23,879$3.11M0.21%+31913F-HRTimeline
Precision Wealth Strategies, LLC24,935$3.1M1.03%-4,28113F-HRTimeline
SHUFRO ROSE & CO LLC24,897$3.09M0.21%+62013F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV24,781$3.08M0.88%-8913F-HRTimeline
Journey Beyond Wealth, LLC24,720$3.07M2.64%-5,13913F-HRTimeline
ETF Portfolio Partners, Inc.24,642$3.06M0.8%-1,32413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC24,596$3.06M0.34%-39213F-HRTimeline
UNION SAVINGS BANK24,558$3.05M1.34%+77313F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC24,525$3.05M3.05%-10513F-HRTimeline
Wealthquest Corp24,467$3.04M0.22%-1,32013F-HR/ATimeline
BIRCH FINANCIAL GROUP, LLC24,427$3.04M1.77%+1,67513F-HRTimeline
PCA Investment Advisory Services Inc.24,283$3.04M1.01%-3,83713F-HRTimeline
Armbruster Capital Management, Inc.24,238$3.01M0.49%+1,84013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO24,184$3.01M0.04%-3,76513F-HRTimeline
Municipal Employees' Retirement System …24,129$3M0.03%013F-HRTimeline
Montis Financial, LLC24,087$2.99M0.62%+49313F-HRTimeline
Samalin Investment Counsel, LLC23,945$2.98M1.06%+4,57413F-HRTimeline
LARCH CAPITAL PARTNERS LLC23,935$2.98M0.43%new13F-HRTimeline
New Hampshire Trust23,893$2.97M0.6%-3,31613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,866$2.97M<0.01%-62,49513F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH23,850$2.96M0.91%013F-HRTimeline
GW&K Investment Management, LLC23,792$2.96M0.03%+2,48413F-HRTimeline
ZACKS INVESTMENT MANAGEMENT23,606$2.93M0.02%-95013F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC23,595$2.93M1.13%-1,08213F-HRTimeline
Mullaney, Keating & Wright, Inc.23,561$2.93M1.59%-2,73313F-HRTimeline
United Community Bankin group United Community Bank23,541$2.93M0.98%-2,34813F-HRTimelineGroup
Arete Wealth Advisors, LLC23,513$2.92M0.22%+12513F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST23,439$2.91M0.28%-6513F-HRTimeline
Arax Advisory Partners23,263$2.89M0.08%-4,75513F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC23,236$2.89M1.13%+4113F-HRTimeline
Midwest Professional Planners, LTD.22,969$2.86M0.67%+68413F-HRTimeline
Keebeck Wealth Management22,968$2.86M0.32%-4,21113F-HRTimeline
One Capital Management, LLC22,838$2.84M0.08%-12213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …22,723$2.84M<0.01%013F-HRTimelineGroup
RoundAngle Advisors LLC22,826$2.84M2.12%+46113F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC220,216$2.84M4.74%+125,35713F-HRTimeline
Glen Eagle Advisors, LLC22,701$2.82M0.4%+83413F-HRTimeline
Tradition Wealth Management, LLC22,682$2.82M0.2%-7313F-HRTimeline
Independent Family Office, LLC22,654$2.82M1.16%+1,38713F-HRTimeline
Black Diamond Financial, LLC22,580$2.81M0.31%-11,66313F-HRTimeline
Strive Financial Group ,LLC22,555$2.8M1.49%-913F-HRTimeline
Greenwich Wealth Management LLC22,536$2.8M0.11%-78013F-HRTimeline
CM WEALTH ADVISORS LLC22,454$2.79M0.59%+3013F-HRTimeline
Quotient Wealth Partners, LLC22,428$2.79M0.07%-1,68713F-HRTimeline
VeraBank, N.A.22,423$2.79M0.51%+41513F-HRTimeline
Mechanics Bank Trust Department22,419$2.79M0.39%+2,82313F-HRTimeline
Woodside Wealth Management LLC22,410$2.79M2.18%-95113F-HRTimeline
Fortress Financial Solutions, LLC22,390$2.78M2.91%-2,68213F-HRTimeline
VALLEY NATIONAL ADVISERS INC22,387$2.78M0.36%-1,28113F-HRTimeline
Rialto Wealth Management, LLC22,362$2.78M0.62%013F-HRTimeline
RVW Wealth, LLC22,329$2.78M0.22%+113F-HRTimeline
Capital Squared Financial LLC22,237$2.76M2.11%+99813F-HRTimeline
TWO SIGMA SECURITIES, LLC22,211$2.76M0.32%+7,55313F-HRTimeline
Astra Wealth Partners LLC22,121$2.75M1.73%+1,17713F-HRTimeline
Innovative Wealth Building LLC22,094$2.75M1.93%-2113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC22,089$2.75M0.3%-25713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …22,052$2.74M0.42%-1,06213F-HRTimeline
SYON CAPITAL LLC21,961$2.73M0.14%-86013F-HRTimeline
Elm Partners Management LLC22,514$2.72M0.12%+1,46913F-HRTimeline
Wealth Management Partners, LLC21,828$2.71M0.78%-15713F-HRTimeline
CULBERTSON A N & CO INC21,796$2.71M0.35%-2513F-HRTimeline
Family Office Research LLC21,728$2.7M1.17%+86813F-HRTimeline
Dynamic Advisor Solutions LLC21,689$2.7M0.08%-5,60913F-HRTimeline
PFG Advisors21,674$2.69M0.13%-96113F-HRTimeline
FINANCIAL COUNSELORS INC21,639$2.69M3.8%-3113F-HRTimeline
Quest 10 Wealth Builders, Inc.21,624$2.69M2.36%+13313F-HRTimeline
BridgePort Financial Solutions, LLC21,623$2.69M0.76%-96213F-HRTimeline
TopTier Wealth Management, LLC21,586$2.68M1.65%+2,25613F-HRTimeline
Emergent Wealth Advisors, LLC21,515$2.67M1.58%-41,54413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp21,508$2.67M0.15%-9013F-HRTimelineGroup
McGlone Suttner Wealth Management, Inc.21,371$2.66M0.35%-1,76813F-HRTimeline
WEALTH ALLIANCE, LLC21,349$2.65M0.26%-2,96813F-HRTimeline
Intrinsic Value Partners, LLC21,326$2.65M2.04%+1,09013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…21,278$2.65M0.03%+86813F-HRTimelineGroup
ARVEST INVESTMENTS, INC.21,186$2.63M0.36%-67713F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP21,146$2.63M1.58%+87013F-HRTimelineGroup
Harbour Capital Advisors, LLC19,369$2.63M0.5%+59513F-HRTimeline
TruNorth Capital Management, LLC21,043$2.62M0.5%-21713F-HRTimeline
Pinnacle Bancorp, Inc.20,890$2.6M0.77%-9213F-HRTimeline
Busey Bank20,885$2.6M0.07%-2,18213F-HRTimeline
Argyle Capital Partners, LLC20,854$2.59M1.87%-73713F-HRTimeline
Dana Investment Advisors, Inc.20,818$2.59M0.08%+84913F-HRTimeline
Evanson Asset Management, LLC20,718$2.58M0.14%-13213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,721$2.58M0.15%-27213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…20,681$2.57M0.01%-15613F-HRTimelineGroup
Joel Isaacson & Co., LLC20,634$2.56M0.09%+1,10913F-HRTimeline
LCW Services, LLC20,627$2.56M1.27%-68,17113F-HRTimeline
CRA Financial Services, LLC20,592$2.56M0.33%-1,30713F-HRTimeline
NOVEM GROUP20,579$2.56M0.29%-8013F-HRTimeline
Lewis Asset Management, LLC20,506$2.55M1.04%-18513F-HRTimeline
VestGen Advisors, LLC18,727$2.54M0.07%+13,17113F-HRTimeline
Narwhal Capital Management20,450$2.54M0.19%013F-HRTimeline
Novak & Powell Financial Services, Inc.20,424$2.54M1.37%+5413F-HRTimeline
Peterson Wealth Advisors, LLC20,385$2.53M0.34%-1013F-HRTimeline
RiverGlades Family Offices LLC20,363$2.53M1.49%13F-HRTimeline
David J Yvars Group20,328$2.53M1.41%-4313F-HRTimeline
Marin Bay Wealth Advisors, LLC20,298$2.52M1.52%-1,02613F-HRTimeline
LOM Asset Management Ltd20,226$2.51M0.72%+47213F-HRTimeline
CHAPIN DAVIS, INC.20,142$2.5M0.56%-15113F-HRTimeline
Pines Wealth Management, LLC20,093$2.5M0.81%-2,03713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC20,088$2.5M0.29%+1,09613F-HRTimeline
John W. Brooker & Co., CPAs20,086$2.5M3.93%-5,47713F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD20,025$2.49M0.01%-17513F-HRTimelineGroup
Illinois Municipal Retirement Fund20,000$2.49M0.03%new13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC19,981$2.48M0.83%+16613F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.19,942$2.48M1.98%+37013F-HRTimeline
Mann Financial Group, Inc.19,937$2.48M2.33%+2,20413F-HRTimeline
Provenance Wealth Advisors, LLC19,896$2.47M0.26%-6,11313F-HRTimeline
DAVIS R M INC19,875$2.47M0.04%-1,62013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…18,211$2.47M0.59%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…19,810$2.46M1.03%-113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC19,781$2.46M<0.01%-12,55413F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.19,700$2.45M0.01%+11,20013F-HRTimelineGroup
Gerald Baker Financial Group LLC19,637$2.44M0.77%13F-HR/ATimeline
Roberts Wealth Advisors, LLC19,605$2.44M0.62%+1,83413F-HRTimeline
SEEDS INVESTOR LLC18,386$2.43M0.33%+4,73113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC19,517$2.43M0.2%-1,70813F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC19,459$2.42M0.08%-24013F-HRTimelineGroup
AUA CAPITAL MANAGEMENT, LLC19,397$2.41M1.23%013F-HRTimeline
Fort Point Capital Partners LLC19,378$2.41M0.32%+68913F-HRTimeline
Plancorp, LLC18,373$2.39M0.07%+36613F-HRTimeline
Invera Wealth Advisors, LLC19,210$2.39M1.53%-29813F-HRTimeline
Tranquility Partners, LLC19,180$2.38M0.9%+76013F-HRTimeline
Lionsbridge Wealth Management LLC19,161$2.38M2.39%-4,00713F-HRTimeline
BXM Wealth LLC19,103$2.37M1.83%+213F-HRTimeline
Flavin Financial Services, Inc.19,071$2.37M1.6%+44113F-HRTimeline
STALEY CAPITAL ADVISERS INC18,991$2.36M0.1%013F-HRTimeline
Balentine LLC18,889$2.35M0.09%-2,33613F-HRTimeline
Missouri Trust & Investment Co18,868$2.35M0.69%+49513F-HRTimeline
RMR Wealth Builders18,852$2.34M0.18%-33,61913F-HRTimeline
Guardian Asset Advisors, LLC18,848$2.34M1.37%+15,48113F-HRTimeline
Ullmann Wealth Partners Group, LLC18,777$2.33M0.24%-1,21213F-HRTimeline
Cornell Pochily Investment Advisors, In…18,527$2.3M0.68%-77413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…18,527$2.3M<0.01%+1,92013F-HRTimelineGroup
WORLD EQUITY GROUP, INC.18,506$2.3M0.6%-2813F-HRTimeline
Affinity Capital Advisors, LLC18,478$2.3M0.32%+25913F-HRTimeline
Caprock Group, LLC18,468$2.3M0.06%+1,50713F-HRTimeline
GC Wealth Management RIA, LLC18,462$2.29M0.09%+20713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC18,403$2.29M0.24%+13,92013F-HRTimelineGroup
Core Wealth Advisors, Inc.18,384$2.29M0.55%-73413F-HRTimeline
Heritage Wealth Management, Inc./Texas18,372$2.28M0.98%-2,72413F-HRTimeline
EVOKE WEALTH, LLC18,349$2.28M0.04%-32813F-HRTimeline
St. Clair Advisors, LLC18,327$2.28M0.61%+1,93313F-HRTimeline
Expressive Wealth LLC16,374$2.27M2.17%-1,95013F-HRTimeline
DELTA FINANCIAL ADVISORS LLC18,298$2.27M0.59%013F-HRTimeline
Narus Financial Partners, LLC18,286$2.27M0.6%-1,07813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT18,246$2.27M0.04%-35713F-HR/ATimeline
Smartleaf Asset Management LLC18,729$2.26M0.08%-2,17013F-HRTimeline
Owl Creek Wealth Partners LLC18,200$2.26M0.81%13F-HRTimeline
Sage Financial Management Group, Inc.18,159$2.26M0.69%-6313F-HRTimeline
Intrua Financial, LLC18,149$2.26M0.24%-30313F-HRTimeline
EASTERN BANK18,114$2.25M0.04%+1,22513F-HRTimeline
Quantbot Technologies LP18,056$2.24M0.09%new13F-HRTimeline
Accurate Wealth Management, LLC17,209$2.24M0.27%+93313F-HRTimeline
Bison Wealth, LLC16,447$2.22M0.22%+52013F-HRTimeline
Revolve Wealth Partners, LLC17,827$2.22M0.29%-1,48313F-HRTimeline
Legacies Wealth LLC17,711$2.2M1.4%013F-HRTimeline
SBI Securities Co., Ltd.17,701$2.2M0.06%+26713F-HRTimeline
Fulton Bank, N.A.17,686$2.2M0.08%+1,90213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.17,657$2.19M1.28%+2,23213F-HRTimeline
Obermeyer Wealth Partners17,642$2.19M0.1%-18613F-HRTimeline
SevenBridge Financial Group, LLC16,112$2.19M0.34%-96313F-HRTimeline
SWP FINANCIAL LLC17,560$2.18M1.11%+35213F-HRTimeline
Zhang Financial LLC17,477$2.17M0.08%+7113F-HRTimeline
Bernicke Wealth Management, Ltd.17,409$2.16M0.28%-9513F-HRTimeline
ABLE Financial Group, LLC17,370$2.16M0.42%+2,06113F-HRTimeline
McNamara Financial Services, Inc.17,348$2.16M0.41%-46513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.17,339$2.16M0.02%+8,71913F-HRTimeline
VIAWEALTH, LLC17,321$2.15M1.2%+313F-HRTimeline
Ethos Financial Group, LLC17,488$2.14M0.16%+2,90213F-HRTimeline
Kohmann Bosshard Financial Services, LLC17,145$2.13M0.21%-16113F-HR/ATimeline
CYPRESS FINANCIAL PLANNING LLC17,091$2.12M0.59%+1,01013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC16,968$2.11M0.93%-1,56913F-HRTimeline
MEANS INVESTMENT CO., INC.16,906$2.1M0.18%-23113F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC16,900$2.1M0.48%-94713F-HRTimeline
SCOTIA CAPITAL INC.16,894$2.1M0.01%-13513F-HRTimeline
Capital Advisors, Ltd. LLC16,835$2.09M0.24%+36813F-HRTimeline
Invst, LLC16,829$2.09M0.24%+4,93713F-HRTimeline
Foundation Wealth Management, LLC\PA16,812$2.09M0.74%-1,85813F-HRTimeline
Second Line Capital, LLC15,213$2.09M0.4%-1,98513F-HRTimeline
OpenArc Corporate Advisory, LLC16,759$2.08M0.03%+1,36113F-HRTimeline
Thrive Wealth Management, LLC16,617$2.07M0.31%+313F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.16,605$2.06M0.41%+1,28913F-HRTimeline
PFG Investments, LLC16,541$2.06M0.1%-1,10713F-HRTimeline
FRG Family Wealth Advisors LLC16,527$2.05M0.34%-75013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…16,518$2.05M0.13%013F-HRTimeline
Uniting Wealth Partners, LLC16,507$2.05M0.44%+2313F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.16,484$2.05M1.5%-1,09513F-HRTimeline
Sunburst Financial Group, LLC16,467$2.05M0.39%+1,07113F-HR/ATimeline
Hudson Oak Wealth Advisory LLC16,411$2.04M1.77%+1,05113F-HRTimeline
MAYPORT, LLC16,367$2.03M0.38%+13,60513F-HRTimeline
Moors & Cabot, Inc.16,353$2.03M0.09%+49613F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.16,308$2.03M0.25%+48813F-HRTimeline
Blue Line Capital, LLC / IL16,289$2.02M2.29%-6,18913F-HRTimeline
2UniFi Bank16,196$2.01M0.97%+50913F-HRTimeline
Forza Wealth Management, LLC16,186$2.01M0.7%013F-HRTimeline
Hilltop National Bank16,174$2.01M0.48%-93313F-HRTimeline