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Disclosery

IJR ISHARES TR

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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
Ethos Financial Group, LLC14,837$1.76M0.14%-91813F-HRTimeline
Ellevest, Inc.14,745$1.75M0.25%+6313F-HRTimeline
Redwood Wealth Management Group, LLC14,735$1.75M0.74%013F-HRTimeline
Retirement Investment Advisors, Inc.14,664$1.74M0.14%-23813F-HRTimeline
Goldstein Advisors, LLC14,637$1.74M0.21%-42413F-HRTimeline
SWS Partners14,579$1.73M0.42%-14613F-HRTimeline
Carrera Capital Advisors14,569$1.73M0.31%-74013F-HRTimeline
SeaBridge Investment Advisors LLC14,491$1.72M0.28%-46713F-HRTimeline
FIDUCIARY ADVISORS, INC.14,485$1.72M1.39%+98813F-HRTimeline
Intergy Private Wealth, LLC14,464$1.72M0.54%+58913F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC14,398$1.71M1.23%-12213F-HRTimeline
Rathbones Group PLC14,358$1.71M0.01%+78413F-HRTimeline
REGATTA CAPITAL GROUP, LLC14,271$1.7M0.27%-95413F-HRTimeline
KOM Wealth Management Group, LLC14,252$1.69M1.28%+22213F-HRTimeline
FRG Family Wealth Advisors LLC14,141$1.68M0.27%013F-HRTimeline
Moors & Cabot, Inc.14,119$1.68M0.07%-33613F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC14,118$1.68M0.94%013F-HRTimeline
General Partner, Inc.14,115$1.68M0.92%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC14,079$1.67M1.13%-13513F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,994$1.66M0.04%-713F-HRTimeline
Avion Wealth13,903$1.65M0.35%013F-HRTimeline
BRADY FAMILY WEALTH, LLC13,896$1.65M0.51%-3,81213F-HRTimeline
Portland Global Advisors LLC13,887$1.65M0.18%+1313F-HRTimeline
FINANCIAL COUNSELORS INC13,878$1.65M2.19%-5,82813F-HRTimeline
International Private Wealth Advisors L…13,845$1.65M1.04%+3313F-HRTimeline
Darden Wealth Group Inc13,828$1.64M0.86%+47813F-HRTimeline
New Republic Capital, LLC13,810$1.64M0.5%-1,55413F-HRTimeline
AWM CAPITAL, LLC13,801$1.64M0.15%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP13,795$1.64M0.12%+1,99013F-HRTimeline
RDA Financial Network13,794$1.64M0.4%-3,65713F-HRTimeline
MKD WEALTH COACHES, LLC13,775$1.64M1.63%-19513F-HRTimeline
WP Advisors, LLC13,710$1.63M0.41%+5013F-HRTimeline
Aaron Wealth Advisors LLC13,688$1.63M0.1%+2313F-HRTimeline
Trek Financial, LLC13,644$1.62M0.1%-11,90813F-HRTimeline
Peak Asset Management, LLC13,640$1.62M0.28%-30013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC13,622$1.62M0.09%-44813F-HRTimeline
Cambridge Advisors Inc.13,620$1.62M0.32%-7213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC13,561$1.61M0.02%-1,24213F-HR/ATimelineGroup
Mascagni Wealth Management, Inc.13,537$1.61M1.24%-3,03013F-HRTimeline
Stonebridge Financial Group, LLC13,478$1.6M0.14%+1,31813F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,467$1.6M0.08%new13F-HRTimelineGroup
Foster Victor Wealth Advisors, LLC13,318$1.6M0.1%-6913F-HRTimeline
Center for Financial Planning, Inc.13,431$1.6M0.17%-38513F-HRTimeline
Olde Wealth Management, LLC13,403$1.6M0.49%13F-HRTimeline
Asset Dedication, LLC13,409$1.59M0.11%-7913F-HRTimeline
DHJJ Financial Advisors, Ltd.13,384$1.59M0.54%-28313F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,380$1.59M0.18%-65913F-HRTimeline
Kellett Wealth Advisors, LLC13,363$1.59M0.96%-313F-HRTimeline
Edge Financial Advisors LLC13,320$1.58M0.71%-36613F-HRTimeline
Fulton Bank, N.A.13,315$1.58M0.06%-83613F-HRTimeline
Strategic Financial Concepts, LLC13,306$1.58M0.23%-1,50813F-HRTimeline
Alpha Wealth Funds, LLC13,275$1.58M1.29%-2,32213F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC13,268$1.58M0.71%-69813F-HRTimeline
Principle Wealth Partners LLC13,243$1.57M0.09%+2,95813F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…13,226$1.57M0.5%-41613F-HRTimeline
American State Bank (Iowa)13,122$1.56M0.79%-2,70813F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC13,649$1.55M0.06%+10,10413F-HRTimelineGroup
CADINHA & CO LLC13,070$1.55M0.21%-27513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC12,972$1.54M0.01%-7,89013F-HRTimeline
Eagle Strategies LLC12,972$1.54M0.21%-13813F-HRTimeline
Noble Wealth Management PBC12,934$1.54M0.82%13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.12,933$1.54M1.12%-46213F-HRTimeline
TWO SIGMA SECURITIES, LLC12,835$1.53M0.22%new13F-HRTimeline
TFC Financial Management, Inc.12,805$1.52M0.19%-31813F-HRTimeline
Maxele Advisors, LLC12,721$1.51M1.3%+77113F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC12,614$1.5M0.64%-6313F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.12,598$1.5M0.27%+87513F-HRTimeline
EASTERN BANK12,572$1.49M0.03%+57813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…12,501$1.49M0.01%+4,99413F-HRTimeline
Wilkins Miller Wealth Management, LLC12,618$1.48M0.92%+2,30713F-HRTimeline
Financial Partners Group, Inc12,438$1.48M0.18%+6713F-HRTimeline
Old North State Trust, LLC12,428$1.48M0.9%-5613F-HRTimeline
Lineweaver Wealth Advisors, LLC12,356$1.47M0.22%-5713F-HRTimeline
PLIMOTH TRUST CO LLC12,350$1.47M0.33%+54513F-HRTimeline
AAF Wealth Management, LLC12,332$1.47M0.66%-69813F-HRTimeline
Princeton Global Asset Management LLC12,303$1.46M0.24%+9513F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP12,272$1.46M0.21%-72313F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.12,268$1.46M0.36%013F-HRTimeline
Carr Financial Group Corp12,210$1.45M0.4%+1,27913F-HRTimeline
Accredited Wealth Management, LLC138$1.45M1.09%-12,12613F-HRTimeline
Eldridge Investment Advisors, Inc.12,190$1.45M0.33%-31,05313F-HRTimeline
CONGRESS ASSET MANAGEMENT CO12,096$1.44M0.01%-56113F-HRTimeline
SAXON INTERESTS, INC.12,118$1.43M0.56%+25113F-HRTimeline
Pacific Point Advisors, LLC11,993$1.43M0.83%013F-HRTimeline
OMNI 360 Wealth, Inc.11,965$1.42M0.8%+14413F-HRTimeline
Columbia Bank11,909$1.42M0.4%+62213F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC11,928$1.42M1.33%-20813F-HRTimeline
Blue Trust, Inc.11,870$1.41M0.02%+71713F-HRTimeline
Flagship Private Wealth, LLC11,815$1.4M0.56%+20413F-HRTimeline
Resurgent Financial Advisors LLC11,807$1.4M0.69%+38513F-HRTimeline
Allen Capital Group, LLC11,787$1.4M0.13%-75213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.11,728$1.39M0.6%-613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC11,710$1.39M0.12%-1413F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,704$1.39M0.06%+4,64213F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC11,699$1.39M0.1%+1,90913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC11,695$1.39M0.05%+1213F-HRTimeline
Moloney Securities Asset Management, LLC11,684$1.39M0.17%-1,17113F-HRTimeline
Hardin Capital Partners, LLC11,681$1.39M0.74%+22613F-HRTimeline
Independent Advisor Alliance11,666$1.39M0.04%+41013F-HRTimeline
Destiny Wealth Partners, LLC11,663$1.39M0.17%+20513F-HRTimeline
LCNB CORP11,659$1.39M0.48%-57313F-HRTimeline
CIBC WORLD MARKET INC.11,610$1.38M<0.01%-1,14113F-HRTimeline
Milestone Investment Advisors LLC11,586$1.38M0.34%-8513F-HRTimeline
Baker Avenue Asset Management, LP11,581$1.38M0.03%-2,52313F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,553$1.37M0.01%013F-HRTimeline
Valpey Financial Services, LLC11,486$1.36M0.89%-20013F-HRTimeline
Procyon Advisors, LLC11,432$1.36M0.08%+7,31713F-HRTimeline
Quadrant Private Wealth Management, LLC11,425$1.36M0.25%-81913F-HRTimeline
Destiny Capital Corp/CO11,399$1.35M0.74%+1,38213F-HRTimeline
Clarity Financial LLC11,392$1.35M0.13%new13F-HRTimeline
Compton Financial Group, LLC11,385$1.35M0.33%-39213F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC11,365$1.35M0.14%+8513F-HRTimeline
Gilbert & Cook, Inc.11,362$1.35M0.17%-3413F-HRTimeline
Manhattan West Asset Management, LLC11,312$1.34M0.28%-1,82913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,305$1.34M0.03%-13,34713F-HRTimelineGroup
Wealth Management Nebraskain group Wealth Management Nebraska11,303$1.34M0.16%-75713F-HRTimelineGroup
ROCKLAND TRUST CO11,302$1.34M0.06%-10913F-HRTimeline
Sterling Financial Planning, Inc.11,286$1.34M0.42%-8113F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.11,209$1.33M0.77%-50613F-HRTimeline
Sandy Cove Advisors, LLC11,205$1.33M0.43%+2613F-HRTimeline
Beckerman Institutional, LLC11,165$1.33M0.78%-83313F-HRTimeline
Anchor Investment Management, LLC11,165$1.33M0.11%+213F-HRTimeline
Fourth Dimension Wealth, LLC11,165$1.33M0.51%+1,05713F-HRTimeline
TruWealth Advisors, LLC11,161$1.33M0.07%+7,24413F-HRTimeline
Sovereign Financial Group, Inc.11,156$1.33M0.25%+5713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…11,156$1.33M<0.01%+3,25913F-HRTimelineGroup
KG Capital Management11,140$1.32M0.36%+3413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC11,085$1.32M0.41%-48613F-HRTimeline
Corsicana & Co.11,082$1.32M0.74%13F-HRTimeline
Compass Ion Advisors, LLC11,080$1.32M0.13%-44013F-HRTimeline
Paladin Advisory Group, LLC11,049$1.31M1.02%-4013F-HRTimeline
Riverpoint Wealth Management Holdings, …10,985$1.31M0.29%+47413F-HRTimeline
Chemistry Wealth Management LLC10,945$1.3M0.25%013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC10,935$1.3M0.66%+7313F-HRTimeline
FLC Capital Advisors10,887$1.29M0.25%-20413F-HRTimeline
Parkside Financial Bank & Trust10,885$1.29M0.1%+22013F-HRTimeline
Tennessee Valley Asset Management Partn…10,856$1.29M0.18%new13F-HRTimeline
Firestone Capital Management10,735$1.28M0.28%+1,90013F-HRTimeline
GS Investments, Inc.10,728$1.27M0.63%+25813F-HRTimeline
Integrated Investment Consultants, LLC10,683$1.27M0.22%-9213F-HRTimeline
Allegheny Financial Group10,648$1.27M0.24%+713F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC10,646$1.26M<0.01%-5,18713F-HRTimelineGroup
PBMares Wealth Management LLC10,607$1.26M0.2%+37713F-HRTimeline
Davies Financial Advisors, Inc.10,559$1.25M1.02%-29213F-HRTimeline
TI-TRUST, INC10,548$1.25M0.79%013F-HRTimeline
EHRLICH FINANCIAL GROUP10,536$1.25M0.74%-2,71013F-HRTimeline
NorthCrest Asset Manangement, LLC10,578$1.25M0.03%-51413F-HRTimeline
TCV Trust & Wealth Management, Inc.10,505$1.25M0.1%-3513F-HRTimeline
Pasadena Private Wealth, LLC10,467$1.24M0.18%+46713F-HRTimeline
Lincoln Capital LLC10,328$1.24M0.23%+25713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC10,427$1.24M0.04%-1,27313F-HRTimeline
Crossmark Global Holdings, Inc.10,425$1.24M0.02%+94313F-HRTimeline
Tudor Financial Inc.10,422$1.24M0.66%+37213F-HRTimeline
XY Planning Network, Inc.11,312$1.24M0.42%013F-HRTimeline
Clearwater Capital Advisors, LLC10,377$1.23M0.11%+18113F-HRTimeline
Laurel Wealth Planning LLC10,363$1.23M0.65%+2813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV10,291$1.22M0.34%new13F-HR/ATimeline
IFC Advisors LLC10,279$1.22M0.22%-1613F-HRTimeline
Farnam Financial LLC10,270$1.22M0.95%+48313F-HRTimeline
Index Fund Advisors, Inc.10,238$1.22M0.06%-7713F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC10,172$1.21M0.19%013F-HRTimeline
Lansing Street Advisors10,120$1.2M0.32%-10013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC10,109$1.2M1.61%-4,04713F-HRTimeline
Solstein Capital, LLC10,073$1.2M0.55%013F-HRTimeline
Eaton Financial Holdings Company, LLC10,072$1.2M0.34%-3,72313F-HRTimeline
Maltin Wealth Management, Inc.10,059$1.2M0.5%+1513F-HRTimeline
Wealth Dimensions Group, Ltd.10,041$1.19M0.25%+15713F-HRTimeline
STOCK YARDS BANK & TRUST CO10,006$1.19M0.04%+5613F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC9,975$1.19M0.67%013F-HRTimeline
Aviance Capital Partners, LLC9,969$1.18M0.14%+62913F-HRTimeline
Port Capital LLC9,933$1.18M0.05%+413F-HRTimeline
Oliver Luxxe Assets LLC9,924$1.18M0.19%-9813F-HRTimeline
Christensen, King & Associates Investme…9,905$1.18M0.51%+31613F-HRTimeline
ZWJ INVESTMENT COUNSEL INC9,878$1.17M0.04%-6013F-HRTimeline
Broadview Financial Management, LLC9,861$1.17M0.79%-16613F-HRTimeline
Coordinated Financial Services, Inc.9,858$1.17M0.75%+24313F-HRTimeline
Nelson Capital Management, LLC9,785$1.16M0.14%-1913F-HRTimeline
Forum Private Client Group LLC9,761$1.16M0.41%-1,41413F-HRTimeline
Alpha Omega Wealth Management LLC9,755$1.16M0.19%-6313F-HR/ATimeline
HRC WEALTH MANAGEMENT, LLC9,732$1.16M0.56%+82213F-HRTimeline
MONECO ADVISORS, LLC9,723$1.16M0.1%-26513F-HRTimeline
Summit Investment Advisory Services, LLC9,720$1.15M0.46%-61613F-HR/ATimeline
Sharkey, Howes & Javer9,697$1.15M0.15%013F-HRTimeline
Roundview Capital LLC9,688$1.15M0.07%+24813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,638$1.15M0.12%+3,77613F-HRTimeline
Equity Wealth Partners, LLC9,610$1.14M0.93%13F-HRTimeline
BlueChip Wealth Advisors LLC9,564$1.14M0.49%-54813F-HRTimeline
Baker Ellis Asset Management LLC9,561$1.14M0.14%013F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding9,506$1.13M-126Timeline
Traynor Capital Management, Inc.9,475$1.13M0.06%+3,28313F-HRTimeline
Great Point Wealth Advisors, LLC9,470$1.13M0.21%13F-HRTimeline
Court Place Advisors, LLC9,425$1.12M0.34%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …9,373$1.11M0.19%+1,75713F-HRTimelineGroup
Rockport Wealth LLC9,359$1.11M0.23%-86013F-HRTimeline
Legacy Financial Group LLC9,353$1.11M0.15%013F-HRTimeline
Institute for Wealth Management, LLC.9,336$1.11M0.12%+2,64113F-HRTimeline
Finward Bancorp9,330$1.11M0.84%+84013F-HRTimeline
OPINICUS CAPITAL, INC.9,322$1.11M0.77%-51213F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …9,280$1.1M0.07%013F-HRTimelineGroup
Waterloo Capital, L.P.9,275$1.1M0.08%+1013F-HRTimeline