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IJR ISHARES TR

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SHS (fund)

2,822 managers (2,852 13F filers) reported a position in IJR shares at 2026-06-30, 563,246,534 shares in all. 182 filers opened a position and 88 filers sold out during the quarter.

Managers
2,822
13F filers
2,852
New
182
Added
1,134
Reduced
1,147
Sold out
88
Shares held by filers
563,246,534

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Sepio Capital, LP16,443$2.44M0.12%-13,58013F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC16,378$2.43M0.17%+41013F-HRTimeline
RiverFront Investment Group, LLC16,300$2.42M0.03%+2,70413F-HRTimeline
PFG Investments, LLC16,271$2.41M0.09%-27013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC16,270$2.41M0.03%+31313F-HRTimeline
MAYPORT, LLC16,248$2.41M0.37%-11913F-HRTimeline
Forza Wealth Management, LLC16,186$2.4M0.74%013F-HRTimeline
Ellevest, Inc.16,504$2.39M0.28%+2,17813F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC16,096$2.39M1.45%+2513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.16,002$2.37M0.25%-30613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…15,952$2.37M0.06%+15,91213F-HRTimelineGroup
Almanack Investment Partners, LLC.15,917$2.36M0.3%new13F-HRTimeline
Hudson Oak Wealth Advisory LLC15,904$2.36M1.82%-50713F-HRTimeline
RETIREMENT GUYS FORMULA LLC15,925$2.35M0.89%+15513F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.15,865$2.35M1.61%-61913F-HRTimeline
NBH Bank15,827$2.35M0.99%13F-HRTimeline
JSF Financial, LLC15,817$2.35M0.38%+1,19013F-HRTimeline
Invst, LLC15,730$2.33M0.23%-1,09913F-HRTimeline
Parkwoods Wealth Partners, LLC15,693$2.33M0.37%new13F-HRTimeline
Great Diamond Partners, LLC15,651$2.32M0.4%-1513F-HRTimeline
LVZ, Inc.15,648$2.32M0.24%+9,53613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK15,619$2.32M0.01%+4613F-HRTimelineGroup
Rockwood Wealth Management, LLC15,471$2.29M0.15%+32713F-HRTimeline
Second Line Capital, LLC15,420$2.29M0.43%+20713F-HR/ATimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp15,390$2.28M0.02%+7,00013F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management15,385$2.28M0.29%013F-HRTimelineGroup
Hilltop National Bank15,360$2.28M0.49%-81413F-HRTimeline
Institute for Wealth Management, LLC.15,340$2.28M0.2%+1,47413F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC15,329$2.27M0.51%+1,39513F-HRTimeline
Azimuth Capital Investment Management L…15,270$2.26M0.08%+2,22513F-HRTimeline
Kellett Wealth Advisors, LLC15,255$2.26M1.05%+1,80513F-HRTimeline
STOCK YARDS BANK & TRUST CO15,214$2.26M0.06%+2,36313F-HR/ATimeline
Expressive Wealth LLC15,189$2.25M2.13%-1,18513F-HRTimeline
Ensign Peak Advisors, Inc15,166$2.25M<0.01%013F-HRTimeline
SevenBridge Financial Group, LLC15,064$2.24M0.33%-1,04813F-HRTimeline
Coastline Trust Co15,058$2.23M0.2%-6613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quadcap Wealth Management, LLC15,031$2.23M0.22%+11313F-HRTimeline
TRUE Private Wealth Advisors15,015$2.23M0.19%-1,09213F-HRTimeline
Grey Ledge Advisors, LLC15,008$2.23M0.45%-30213F-HRTimeline
CORA CAPITAL ADVISORS LLC14,999$2.22M0.62%-64813F-HRTimeline
Talisman Wealth Advisors LLC14,990$2.22M1.65%+1,25713F-HRTimeline
Joel Adams & Associates, Inc.14,905$2.21M1.42%-63813F-HRTimeline
Provenance Wealth Advisors, LLC14,837$2.2M0.21%-5,05913F-HRTimeline
Penobscot Investment Management Company…14,834$2.2M0.15%-22513F-HRTimeline
Urban Wealth Management, LLC14,817$2.2M1.92%-1,20813F-HRTimeline
Firestone Capital Management14,812$2.2M0.41%+3,22613F-HRTimeline
Choate Investment Advisors14,807$2.2M0.04%-69713F-HRTimeline
BEARING POINT CAPITAL, LLC14,804$2.2M0.3%+113F-HRTimeline
BlueSky Wealth Advisors, LLC14,748$2.19M0.25%-26213F-HRTimeline
John W. Brooker & Co., CPAs14,731$2.18M2.64%-5,35513F-HRTimeline
Asset Dedication, LLC14,723$2.18M0.14%+1,25713F-HRTimeline
High Net Worth Advisory Group LLC14,694$2.18M0.46%-36413F-HRTimeline
JT Stratford LLC14,597$2.16M0.24%-1,12713F-HRTimeline
Uniting Wealth Partners, LLC14,517$2.15M0.44%-1,99013F-HRTimeline
NORTH DALLAS BANK & TRUST CO14,510$2.15M1.28%+2,49513F-HRTimeline
SeaBridge Investment Advisors LLC14,491$2.15M0.31%013F-HRTimeline
Colorado Capital Management, Inc.14,491$2.15M0.73%-23813F-HRTimeline
STEPH & CO14,477$2.15M0.54%-20013F-HRTimeline
Carrera Capital Advisors14,438$2.14M0.32%-4613F-HRTimeline
Ethos Financial Group, LLC14,480$2.14M0.14%-3,00813F-HRTimeline
Fisher Asset Management, LLC14,403$2.14M<0.01%+1,07713F-HRTimeline
Interchange Capital Partners, LLC14,403$2.14M0.4%+8313F-HRTimeline
ROMAN BUTLER FULLERTON & CO14,719$2.13M0.51%+2113F-HRTimeline
Princeton Global Asset Management LLC14,353$2.13M0.31%+13913F-HRTimeline
Baker Avenue Asset Management, LP14,349$2.13M0.04%+1,01913F-HRTimeline
International Private Wealth Advisors L…14,305$2.12M1.09%+20313F-HRTimeline
Inman Jager Wealth Management, LLC14,286$2.12M1.13%+48813F-HRTimeline
MKD WEALTH COACHES, LLC14,268$2.12M1.81%+2,29513F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich14,335$2.11M0.01%-47813F-HRTimeline
Rathbones Group PLC14,197$2.11M0.01%-613F-HRTimeline
FIDUCIARY ADVISORS, INC.14,163$2.1M1.41%-27413F-HRTimeline
Kassira Wealth Management LLC14,115$2.09M1.68%+3413F-HRTimeline
General Partner, Inc.14,115$2.09M1.13%013F-HRTimeline
Financial Planning Hawaii, Inc.14,073$2.09M1.12%-5013F-HRTimeline
Michael Brady & Co., LLC14,027$2.08M1.84%-5013F-HRTimeline
BRADY FAMILY WEALTH, LLC13,970$2.07M0.6%+713F-HRTimeline
Summit Global Investmentsin group Summit Global Investments13,936$2.07M0.11%-25813F-HRTimelineGroup
Goldstein Advisors, LLC13,917$2.06M0.19%-14713F-HRTimeline
Avion Wealth13,873$2.06M0.38%+14513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.13,869$2.06M0.14%-1,51713F-HRTimelineGroup
AWM CAPITAL, LLC13,849$2.05M0.16%+4013F-HRTimeline
Retirement Investment Advisors, Inc.14,161$2.05M0.15%-113F-HRTimeline
GTS SECURITIES LLC13,821$2.05M0.04%new13F-HRTimeline
Peak Asset Management, LLC13,795$2.05M0.3%+4013F-HRTimeline
WP Advisors, LLC13,775$2.04M0.49%+4113F-HRTimeline
Odyssey Capital Advisors, Inc.13,762$2.04M1.46%+79513F-HRTimeline
Compass Wealth Management LLC13,752$2.04M0.39%-77213F-HRTimeline
Blue Trust, Inc.13,710$2.03M0.02%-30913F-HRTimeline
Global View Capital Management LLC13,631$2.02M0.42%+2,10013F-HRTimeline
REGATTA CAPITAL GROUP, LLC13,601$2.02M0.27%-6313F-HRTimeline
RMR Wealth Builders13,572$2.01M0.12%-5,28013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC13,526$2.01M0.02%new13F-HRTimelineGroup
TFC Financial Management, Inc.13,512$2M0.22%-15613F-HRTimeline
Prairie Wealth Advisors, Inc.0$2M0.48%new13F-HRTimelineAmount filed as zero, left out of ratios.
Secure Asset Management, LLC13,423$1.99M0.28%-2,30513F-HRTimeline
RCW Management, LLC13,412$1.99M1.78%-1,53013F-HRTimeline
Yanni & Associates Investment Advisors,…13,210$1.96M1.81%-15513F-HRTimeline
Center for Financial Planning, Inc.13,188$1.96M0.18%-1413F-HRTimeline
Continuum Advisory, LLC13,111$1.94M0.16%-2,80613F-HRTimeline
O'Brien Greene & Co. Inc13,106$1.94M0.54%-69513F-HRTimeline
SWS Partners13,074$1.94M0.42%-3813F-HRTimeline
Keenan, LLC13,051$1.94M1.37%-2,02213F-HRTimeline
Portland Global Advisors LLC12,983$1.93M0.18%-53513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…12,964$1.92M0.52%-7413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC12,936$1.92M0.06%+2,19113F-HRTimeline
Nova R Wealth, Inc.12,917$1.92M0.56%+1313F-HRTimeline
PLIMOTH TRUST CO LLC12,894$1.91M0.38%+36913F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC12,886$1.91M0.41%-50013F-HRTimeline
Confluence Wealth Services, Inc.12,879$1.91M0.05%+79113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC12,864$1.91M0.15%+27113F-HRTimeline
Maxele Advisors, LLC12,804$1.9M1.33%13F-HRTimeline
Darden Wealth Group Inc12,642$1.87M0.74%-34913F-HRTimeline
Sherman Wealth Management LLC12,634$1.87M1.41%+15613F-HRTimeline
Lineweaver Wealth Advisors, LLC12,617$1.87M0.22%-31913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.12,612$1.87M1.24%-25113F-HRTimeline
DHJJ Financial Advisors, Ltd.12,597$1.87M0.54%-13913F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.12,568$1.86M0.4%+5013F-HRTimeline
GLR Partners, LLC12,553$1.86M0.87%+1,23713F-HRTimeline
Foster Victor Wealth Advisors, LLC12,802$1.86M0.1%+11713F-HRTimeline
VestGen Advisors, LLC12,511$1.86M0.05%-6,21613F-HRTimeline
Argentarii, LLC12,459$1.85M0.56%-55213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,518$1.85M0.11%+61913F-HRTimeline
Anchor Investment Management, LLC12,448$1.85M0.14%+81113F-HRTimeline
RDA Financial Network12,422$1.84M0.4%-6013F-HRTimeline
Powerhouse Assets LLC12,386$1.84M1.5%-1513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC12,379$1.84M1.1%013F-HRTimeline
MONECO ADVISORS, LLC12,379$1.84M0.11%+2,37713F-HRTimeline
Noble Wealth Management PBC12,358$1.83M0.84%+2713F-HRTimeline
Leverty Financial Group, LLC12,358$1.83M0.36%-25713F-HRTimeline
Olde Wealth Management, LLC12,347$1.83M0.52%-66813F-HRTimeline
Hardin Capital Partners, LLC12,323$1.83M0.85%+19813F-HRTimeline
XY Planning Network, Inc.12,313$1.83M0.23%+16113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC12,313$1.83M0.74%+213F-HRTimeline
Financial Partners Group, Inc12,277$1.82M0.18%-1113F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV12,207$1.81M1.56%+8313F-HRTimeline
ROCKLAND TRUST CO12,192$1.81M0.07%013F-HRTimeline
Procyon Advisors, LLC12,169$1.8M0.08%+25313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC12,156$1.8M0.08%-49513F-HRTimeline
Principle Wealth Partners LLC12,148$1.8M0.09%-41713F-HRTimeline
Riverpoint Wealth Management Holdings, …12,089$1.79M0.33%+76413F-HRTimeline
Bridgewater Advisors Inc.12,107$1.79M0.1%+10,55013F-HRTimeline
Nolet Wealth Management, LLC12,056$1.79M0.99%+10013F-HRTimeline
GeoWealth Management, LLC11,994$1.78M0.06%+4,19313F-HRTimeline
Pacific Point Advisors, LLC11,993$1.78M0.81%013F-HRTimeline
American State Bank (Iowa)11,957$1.77M0.72%-83413F-HRTimeline
Corsicana & Co.11,887$1.76M0.85%+55513F-HRTimeline
Flagship Private Wealth, LLC11,886$1.76M0.62%-6513F-HRTimeline
WILLIAM JOHN SEMPOLINSKI11,833$1.75M0.71%+60013F-HRTimeline
Mascagni Wealth Management, Inc.11,796$1.75M1.09%-60113F-HRTimeline
Carr Financial Group Corp11,765$1.74M0.4%+1,02713F-HRTimeline
Independent Advisor Alliance11,757$1.74M0.04%-432,87313F-HRTimeline
AdvisorNet Financial, Inc11,698$1.73M0.08%+2,24213F-HRTimeline
Goldstone Financial Group, LLC11,675$1.73M0.16%-27813F-HRTimeline
LCNB CORP11,657$1.73M0.53%013F-HRTimeline
Old North State Trust, LLC11,644$1.73M0.89%-29713F-HRTimeline
Olistico Wealth, LLC11,615$1.72M0.74%-1,57113F-HRTimeline
Valpey Financial Services, LLC11,582$1.72M1.02%-6713F-HRTimeline
OMNI 360 Wealth, Inc.11,560$1.71M0.79%-21913F-HRTimeline
Tudor Financial Inc.11,556$1.71M0.77%+21213F-HR/ATimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC11,555$1.71M0.93%+67313F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,553$1.71M0.01%013F-HRTimeline
Eldridge Investment Advisors, Inc.11,530$1.71M0.34%013F-HRTimeline
Strathmore Capital Advisors, Inc.11,660$1.71M0.46%-99413F-HRTimeline
Aaron Wealth Advisors LLC11,494$1.7M0.09%+77813F-HRTimeline
KWB Wealth11,490$1.7M0.15%-1,77713F-HRTimeline
Allegheny Financial Group11,461$1.7M0.18%+28513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …11,455$1.7M0.02%013F-HRTimelineGroup
FORT WASHINGTON INVESTMENT ADVISORS INC…11,453$1.7M0.01%-14613F-HRTimeline
SIMON QUICK ADVISORS, LLC11,444$1.7M0.07%+67813F-HRTimeline
Tennessee Valley Asset Management Partn…11,443$1.7M0.19%+29213F-HRTimeline
Summit Investment Advisory Services, LLC11,434$1.7M0.43%-29313F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…11,394$1.69M0.49%-28313F-HRTimeline
DecisionMap Wealth Management, LLC11,274$1.67M0.94%-15413F-HRTimeline
Gilbert & Cook, Inc.11,238$1.67M0.19%-4813F-HRTimeline
Fairvoy Private Wealth, LLC11,216$1.66M0.34%-3,14713F-HRTimeline
Beckerman Institutional, LLC11,215$1.66M0.79%013F-HRTimeline
Xcelsior Advisor Partners LLC11,202$1.66M0.22%+4,98713F-HRTimeline
RPG Investment Advisory, LLC11,167$1.66M0.17%+20713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.11,134$1.65M0.52%-29413F-HRTimeline
Layline Advisors, LLC11,130$1.65M1.48%+1,75013F-HRTimeline
New Republic Capital, LLC11,054$1.64M0.38%-24013F-HRTimeline
Grant Street Asset Management, Inc.11,046$1.64M0.27%-34713F-HRTimeline
PCG ASSET MANAGEMENT, LLC11,037$1.64M1.17%+13213F-HRTimeline
HRC WEALTH MANAGEMENT, LLC11,034$1.64M0.67%+23013F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC11,023$1.63M1.22%-48213F-HRTimeline
BIP Wealth, LLC10,993$1.63M0.05%+1,63213F-HRTimeline
Bucket List Wealth Management, LLC10,939$1.62M0.8%-11313F-HRTimeline
Allen Capital Group, LLC10,935$1.62M0.13%+14913F-HRTimeline
Port Capital LLC10,898$1.62M0.07%+24313F-HRTimeline
Bullock Wealth Management Group10,953$1.62M0.7%+1,86113F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC10,882$1.61M0.54%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC10,880$1.61M0.14%+1813F-HRTimelineGroup
Resurgent Financial Advisors LLC10,809$1.6M0.45%-65713F-HRTimeline
Valley Financial Group, Inc.10,791$1.6M0.79%+4413F-HRTimeline
Sound Income Strategies, LLC10,770$1.6M0.07%+70013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC10,755$1.6M0.01%+6,71113F-HRTimelineGroup
Chemistry Wealth Management LLC10,734$1.59M0.26%+513F-HRTimeline
Northwest Wealth Advisors, LLC10,721$1.59M0.91%-20513F-HRTimeline
Sterling Financial Planning, Inc.10,706$1.59M0.43%-42013F-HRTimeline
COFG Advisors, LLC10,649$1.58M0.27%+3,72013F-HRTimeline