Skip to content
Disclosery

IJR ISHARES TR

Follow

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
Thrive Wealth Management, LLC16,614$2M0.29%+55313F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…16,607$2M<0.01%+5,45113F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…16,518$1.99M0.13%-4013F-HRTimeline
RCW Management, LLC16,507$1.98M2%13F-HRTimeline
ROMAN BUTLER FULLERTON & CO15,211$1.98M0.52%+18513F-HRTimeline
Uniting Wealth Partners, LLC16,484$1.98M0.61%-913F-HRTimeline
Indivisible Partners16,481$1.98M0.21%13F-HRTimeline
Capital Advisors, Ltd. LLC16,467$1.98M0.22%-1,38513F-HRTimeline
St. Clair Advisors, LLC16,394$1.97M0.51%+1,26213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC16,081$1.96M0.55%-28413F-HRTimeline
WealthShield Partners, LLC16,273$1.96M0.22%+56213F-HRTimeline
Forza Wealth Management, LLC16,186$1.95M0.7%-6713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC16,166$1.94M<0.01%-4,88213F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC16,151$1.94M0.76%-80613F-HRTimeline
First County Bank /CT/16,064$1.93M1.01%-74513F-HRTimeline
High Net Worth Advisory Group LLC16,011$1.92M0.44%+33413F-HRTimeline
Bison Wealth, LLC15,927$1.92M0.22%-1,45913F-HRTimeline
Choate Investment Advisors15,861$1.91M0.04%-27,76613F-HRTimeline
Moors & Cabot, Inc.15,857$1.91M0.08%+1,73813F-HRTimeline
Cadence Bank15,824$1.9M0.11%-51713F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.15,820$1.9M0.23%+69813F-HRTimeline
MidFirst Bank15,807$1.9M0.15%13F-HRTimeline
Fulton Bank, N.A.15,784$1.9M0.07%+2,46913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management15,772$1.9M0.27%013F-HRTimelineGroup
2UniFi Bank15,687$1.89M0.89%+39913F-HRTimeline
Quadcap Wealth Management, LLC15,625$1.88M0.21%-12213F-HRTimeline
ROGCO, LP15,598$1.87M0.62%+53013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC15,443$1.86M0.01%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.15,425$1.85M1.1%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.13,921$1.85M0.12%+11713F-HRTimelineGroup
RETIREMENT GUYS FORMULA LLC15,476$1.85M0.84%+34713F-HRTimeline
OpenArc Corporate Advisory, LLC15,398$1.85M0.03%13F-HRTimeline
Sunburst Financial Group, LLC15,396$1.85M0.37%-4313F-HRTimeline
Compass Wealth Management LLC15,393$1.85M0.46%-75913F-HRTimeline
Hudson Oak Wealth Advisory LLC15,360$1.85M1.63%13F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.15,316$1.84M0.33%+2,71813F-HRTimeline
ABLE Financial Group, LLC15,309$1.84M0.37%-613F-HRTimeline
Cambridge Advisors Inc.15,246$1.83M0.35%+1,62613F-HRTimeline
Rockwood Wealth Management, LLC15,203$1.83M0.14%+5913F-HRTimeline
Grey Ledge Advisors, LLC15,179$1.82M0.41%-98513F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC15,164$1.82M0.54%+10,25413F-HRTimeline
Penobscot Investment Management Company…15,129$1.82M0.14%-16013F-HRTimeline
Interchange Capital Partners, LLC15,101$1.81M0.34%+313F-HRTimeline
Vise Technologies, Inc.15,090$1.81M0.04%+9,33113F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.14,530$1.81M0.27%+7,26513F-HRTimeline
Colorado Capital Management, Inc.15,076$1.81M0.68%-41113F-HRTimeline
Financial Planning Hawaii, Inc.15,063$1.81M1.04%13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC15,000$1.8M0.13%-1413F-HRTimeline
Arcus Capital Partners, LLC14,888$1.79M0.64%-1,57113F-HRTimeline
BlueSky Wealth Advisors, LLC14,792$1.78M0.23%-46913F-HRTimeline
Baldwin Investment Management, LLC14,778$1.78M0.2%-15013F-HRTimeline
Leverty Financial Group, LLC14,734$1.77M0.42%-5,69713F-HRTimeline
Carrera Capital Advisors14,713$1.77M0.3%+14413F-HRTimeline
TWO SIGMA SECURITIES, LLC14,658$1.76M0.24%+1,82313F-HRTimeline
FIDUCIARY ADVISORS, INC.14,587$1.75M1.33%+10213F-HRTimeline
Ethos Financial Group, LLC14,586$1.75M0.13%-25113F-HRTimeline
Hansen & Associates Financial Group, In…13,264$1.75M0.96%-81813F-HRTimeline
Intergy Private Wealth, LLC14,545$1.75M0.53%+8113F-HRTimeline
Wilshire Advisors LLC14,532$1.75M15.04%-89813F-HRTimeline
SWS Partners14,530$1.75M0.42%-4913F-HRTimeline
SeaBridge Investment Advisors LLC14,491$1.74M0.29%013F-HRTimeline
Ellevest, Inc.14,423$1.73M0.24%-32213F-HRTimeline
Grant Street Asset Management, Inc.14,413$1.73M0.35%-17,64113F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC14,371$1.73M1.15%-2713F-HRTimeline
HARMONY ASSET MANAGEMENT LLC14,353$1.72M0.58%-1,29313F-HRTimeline
Rathbones Group PLC14,338$1.72M0.01%-2013F-HR/ATimeline
Redwood Wealth Management Group, LLC14,253$1.71M0.72%-48213F-HRTimeline
Michael Brady & Co., LLC14,126$1.7M1.69%13F-HRTimeline
General Partner, Inc.14,115$1.7M0.96%013F-HRTimeline
Retirement Investment Advisors, Inc.14,098$1.69M0.14%-56613F-HRTimeline
Portland Global Advisors LLC13,943$1.68M0.18%+5613F-HRTimeline
Goldstein Advisors, LLC13,937$1.67M0.19%-70013F-HRTimeline
Bucket List Wealth Management, LLC13,922$1.67M1%13F-HRTimeline
O'Brien Greene & Co. Inc13,926$1.67M0.5%-4,52513F-HRTimeline
Avion Wealth13,903$1.67M0.35%013F-HRTimeline
International Private Wealth Advisors L…13,809$1.66M1.05%-3613F-HRTimeline
AWM CAPITAL, LLC13,808$1.66M0.15%+713F-HRTimeline
American State Bank (Iowa)13,796$1.66M0.8%+67413F-HRTimeline
MKD WEALTH COACHES, LLC13,764$1.65M1.65%-1113F-HRTimeline
Argentarii, LLC13,755$1.65M0.54%+6,02513F-HRTimeline
Foster Victor Wealth Advisors, LLC12,841$1.65M0.1%-47713F-HRTimeline
Aaron Wealth Advisors LLC13,719$1.65M0.09%+3113F-HRTimeline
WP Advisors, LLC13,679$1.64M0.41%-3113F-HRTimeline
Olistico Wealth, LLC13,668$1.64M0.8%-14,63713F-HRTimeline
SEEDS INVESTOR LLC13,655$1.64M0.31%+4,50813F-HRTimeline
Wilkins Miller Wealth Management, LLC13,643$1.64M0.98%+1,02513F-HRTimeline
Peak Asset Management, LLC13,640$1.64M0.28%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC13,591$1.63M0.25%-68013F-HRTimeline
Eagle Strategies LLC13,551$1.63M0.21%+57913F-HRTimeline
Center for Financial Planning, Inc.13,540$1.63M0.17%+10913F-HRTimeline
Kellett Wealth Advisors, LLC13,516$1.62M0.93%+15313F-HRTimeline
Asset Dedication, LLC13,472$1.62M0.11%+6313F-HRTimeline
BRADY FAMILY WEALTH, LLC13,409$1.61M0.5%-48713F-HRTimeline
Olde Wealth Management, LLC13,398$1.61M0.5%-513F-HRTimeline
M Holdings Securities, Inc.13,387$1.61M0.12%new13F-HRTimeline
Edge Financial Advisors LLC13,376$1.61M0.68%+5613F-HRTimeline
PW ADVISORS, LLC \ FL13,372$1.61M1.29%13F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC13,367$1.61M0.18%-1313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC13,348$1.6M0.08%-27413F-HRTimeline
Financial Partners Group, Inc12,588$1.6M0.18%+15013F-HRTimeline
KWB Wealth13,267$1.59M0.15%+4,50513F-HRTimeline
Yanni & Associates Investment Advisors,…13,218$1.59M1.59%13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC13,185$1.58M0.74%-5,84913F-HRTimeline
Alpha Wealth Funds, LLC13,143$1.58M1.06%-13213F-HRTimeline
Darden Wealth Group Inc13,130$1.58M0.77%-69813F-HRTimeline
Lineweaver Wealth Advisors, LLC13,063$1.57M0.21%+70713F-HRTimeline
Nova R Wealth, Inc.12,961$1.56M0.57%-2,31613F-HRTimeline
LFG Wealth Partners, LLC12,928$1.55M0.99%13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.12,862$1.55M1.13%-7113F-HRTimeline
Principle Wealth Partners LLC12,833$1.54M0.09%-41013F-HRTimeline
TFC Financial Management, Inc.12,805$1.54M0.19%013F-HRTimeline
DHJJ Financial Advisors, Ltd.12,801$1.54M0.51%-58313F-HRTimeline
Maxele Advisors, LLC12,723$1.53M1.24%+213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…12,694$1.53M0.45%-4,55513F-HRTimeline
RDA Financial Network12,663$1.52M0.37%-1,13113F-HRTimeline
OMNI 360 Wealth, Inc.11,958$1.52M0.78%-713F-HRTimeline
Sherman Wealth Management LLC12,652$1.52M1.32%13F-HR/ATimeline
DecisionMap Wealth Management, LLC12,637$1.52M0.94%-11,20913F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV11,971$1.51M1.41%13F-HRTimeline
KOM Wealth Management Group, LLC12,594$1.51M1.07%-1,65813F-HRTimeline
PLIMOTH TRUST CO LLC12,525$1.51M0.34%+17513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,493$1.5M0.1%+4,00913F-HRTimeline
Mascagni Wealth Management, Inc.12,431$1.49M1.11%-1,10613F-HRTimeline
Destiny Wealth Partners, LLC11,653$1.49M0.17%-1013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.12,401$1.49M0.03%+1,09613F-HRTimelineGroup
INVESTMENT ADVISORY SERVICES INC /TX /A…12,386$1.49M0.47%-84013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC12,379$1.49M0.99%-1,70013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…12,376$1.49M0.09%+12,28113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC12,366$1.49M0.65%-90213F-HRTimeline
Noble Wealth Management PBC12,353$1.48M0.75%-58113F-HRTimeline
Princeton Global Asset Management LLC12,336$1.48M0.24%+3313F-HRTimeline
Resurgent Financial Advisors LLC12,309$1.48M0.74%+50213F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.12,268$1.47M0.36%013F-HRTimeline
Eldridge Investment Advisors, Inc.12,165$1.46M0.32%-2513F-HRTimeline
ROCKLAND TRUST CO12,110$1.46M0.06%+80813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…12,032$1.45M0.05%+32813F-HRTimelineGroup
Pacific Point Advisors, LLC11,993$1.44M0.77%013F-HRTimeline
NORTH DALLAS BANK & TRUST CO11,990$1.44M0.94%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.11,984$1.44M0.05%+4,10013F-HRTimeline
Flagship Private Wealth, LLC11,970$1.44M0.57%+15513F-HRTimeline
Old North State Trust, LLC11,959$1.44M0.85%-46913F-HRTimeline
Corsicana & Co.11,942$1.44M0.81%+86013F-HRTimeline
Curry Webb Wealth Management LLC11,919$1.43M0.71%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP11,913$1.43M0.19%-35913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC11,905$1.43M0.14%+54013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC11,895$1.43M0.05%+20013F-HRTimeline
Columbia Bank11,894$1.43M0.4%-1513F-HRTimeline
Invst, LLC11,892$1.43M0.16%+8,42813F-HRTimeline
Hardin Capital Partners, LLC11,820$1.42M0.67%+13913F-HRTimeline
Azimuth Capital Investment Management L…11,795$1.42M0.05%+4,00013F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC11,778$1.42M1.28%-15013F-HRTimeline
SB Capital Management Inc11,760$1.41M0.52%13F-HRTimeline
Summit Investment Advisory Services, LLC11,735$1.41M0.53%+2,01513F-HRTimeline
TruWealth Advisors, LLC11,709$1.41M0.07%+54813F-HRTimeline
Anchor Investment Management, LLC11,705$1.41M0.11%+54013F-HRTimeline
Valpey Financial Services, LLC11,691$1.41M0.9%+20513F-HR/ATimeline
ALONGSIDE, LLC11,663$1.4M0.47%13F-HRTimeline
New Republic Capital, LLC11,637$1.4M0.37%-2,17313F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co11,605$1.39M0.09%-15,25113F-HRTimelineGroup
Powerhouse Assets LLC11,597$1.39M1.23%13F-HRTimeline
LCNB CORP11,584$1.39M0.47%-7513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.11,562$1.39M0.53%-16613F-HRTimeline
Quadrant Private Wealth Management, LLC11,561$1.39M0.23%+13613F-HRTimeline
CIBC WORLD MARKET INC.11,555$1.39M<0.01%-5513F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,553$1.39M0.01%013F-HRTimeline
Tudor Financial Inc.11,438$1.37M0.7%+1,01613F-HRTimeline
SAXON INTERESTS, INC.11,418$1.37M0.49%-70013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC11,412$1.37M0.53%-1,20213F-HRTimeline
Odyssey Capital Advisors, Inc.11,409$1.37M1.22%13F-HRTimeline
Fisher Asset Management, LLC11,384$1.37M<0.01%+4,39513F-HRTimeline
Independent Advisor Alliance11,372$1.37M0.03%-29413F-HRTimeline
Trek Financial, LLC11,369$1.37M0.08%-2,27513F-HRTimeline
CADINHA & CO LLC11,357$1.36M0.21%-1,71313F-HRTimeline
Milestone Investment Advisors LLC11,348$1.36M0.33%-23813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding11,092$1.36M+1,586Timeline
Procyon Advisors, LLC11,330$1.36M0.07%-10213F-HRTimeline
STOCK YARDS BANK & TRUST CO11,330$1.36M0.04%+1,32413F-HRTimeline
Gilbert & Cook, Inc.11,304$1.36M0.17%-5813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC11,283$1.36M0.11%-42713F-HRTimelineGroup
Riverpoint Wealth Management Holdings, …11,278$1.36M0.29%+29313F-HRTimeline
AAF Wealth Management, LLC11,237$1.35M0.57%-1,09513F-HRTimeline
Baker Avenue Asset Management, LP11,236$1.35M0.03%-34513F-HRTimeline
Sterling Financial Planning, Inc.11,232$1.35M0.41%-5413F-HRTimeline
Sunbeam Capital Management, LLC11,232$1.35M0.8%new13F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …11,230$1.35M0.08%+1,95013F-HRTimelineGroup
Sovereign Financial Group, Inc.11,197$1.35M0.24%+4113F-HRTimeline
Aprio Wealth Management, LLC4,274$1.34M0.08%-1,21613F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…11,178$1.34M0.01%-1,32313F-HRTimeline
Allen Capital Group, LLC11,164$1.34M0.12%-62313F-HRTimeline
Beckerman Institutional, LLC11,122$1.34M0.75%-4313F-HRTimeline
CONGRESS ASSET MANAGEMENT CO11,073$1.33M0.01%-1,02313F-HRTimeline
Institute for Wealth Management, LLC.11,066$1.33M0.14%+1,73013F-HRTimeline
WILLIAM JOHN SEMPOLINSKI11,063$1.33M0.65%13F-HRTimeline
Bedminster, LLC11,045$1.33M1.22%13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC11,014$1.32M0.13%+4,11813F-HRTimelineGroup
Paladin Advisory Group, LLC10,981$1.32M0.96%-6813F-HRTimeline
Firestone Capital Management10,947$1.32M0.28%+21213F-HRTimeline
Fourth Dimension Wealth, LLC10,938$1.31M0.48%-22713F-HRTimeline
Confluence Wealth Services, Inc.10,913$1.31M0.05%+4,99413F-HRTimeline
FLC Capital Advisors10,887$1.31M0.24%013F-HRTimeline