Skip to content
Disclosery

IJR ISHARES TR

Follow

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
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…16,150$2.01M0.04%-9,83313F-HRTimelineGroup
NerdWallet Wealth Partners, LLC16,140$2.01M0.88%+5,63013F-HRTimeline
TRUE Private Wealth Advisors16,107$2M0.19%-1,15713F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC16,071$2M1.28%+1,70013F-HRTimeline
WealthShield Partners, LLC16,037$1.99M0.22%-23613F-HRTimeline
Urban Wealth Management, LLC16,025$1.99M2.04%-1,78213F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC15,968$1.98M0.16%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC15,957$1.98M0.02%-1,24513F-HRTimeline
Continuum Advisory, LLC15,917$1.98M0.19%-92813F-HRTimeline
Secure Asset Management, LLC15,728$1.96M0.31%-3,33513F-HRTimeline
JT Stratford LLC15,724$1.95M0.25%-2,69013F-HRTimeline
RETIREMENT GUYS FORMULA LLC15,770$1.95M0.9%+29413F-HRTimeline
Great Diamond Partners, LLC15,666$1.95M0.37%-1,49913F-HRTimeline
CORA CAPITAL ADVISORS LLC15,647$1.95M0.64%-50413F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK15,573$1.94M0.01%new13F-HRTimelineGroup
First County Bank /CT/15,564$1.93M1.03%-50013F-HRTimeline
Joel Adams & Associates, Inc.15,543$1.93M1.43%-1,10713F-HRTimeline
Indivisible Partners15,518$1.93M0.17%-96313F-HRTimeline
Choate Investment Advisors15,504$1.93M0.04%-35713F-HRTimeline
Wilkins Miller Wealth Management, LLC15,446$1.92M1.16%+1,80313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.15,386$1.91M0.13%+1,46513F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management15,385$1.91M0.28%-38713F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO14,698$1.91M0.52%-51313F-HRTimeline
Grey Ledge Advisors, LLC15,310$1.9M0.43%+13113F-HRTimeline
MidFirst Bank15,306$1.9M0.16%-50113F-HRTimeline
Cambridge Advisors Inc.15,248$1.9M0.37%+213F-HRTimeline
Ensign Peak Advisors, Inc15,166$1.89M<0.01%new13F-HR/ATimeline
Rockwood Wealth Management, LLC15,144$1.88M0.13%-5913F-HRTimeline
Coastline Trust Co15,124$1.88M0.19%-2,59913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Penobscot Investment Management Company…15,059$1.87M0.15%-7013F-HRTimeline
High Net Worth Advisory Group LLC15,058$1.87M0.44%-95313F-HRTimeline
Keenan, LLC15,073$1.87M1.58%-6,96513F-HRTimeline
BlueSky Wealth Advisors, LLC15,010$1.87M0.24%+21813F-HRTimeline
RCW Management, LLC14,942$1.86M1.9%-1,56513F-HRTimeline
Baldwin Investment Management, LLC14,919$1.85M0.22%+14113F-HRTimeline
Quadcap Wealth Management, LLC14,918$1.85M0.21%-70713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich14,813$1.84M0.01%+13,02113F-HRTimeline
BEARING POINT CAPITAL, LLC14,803$1.84M0.29%-1,93013F-HRTimeline
Colorado Capital Management, Inc.14,729$1.83M0.68%-34713F-HRTimeline
Intergy Private Wealth, LLC14,680$1.82M0.54%+13513F-HRTimeline
STEPH & CO14,677$1.82M0.52%-3,60413F-HRTimeline
JSF Financial, LLC14,627$1.82M0.36%-3,00113F-HRTimeline
Vise Technologies, Inc.15,090$1.81M0.04%013F-HRTimeline
Compass Wealth Management LLC14,524$1.81M0.45%-86913F-HRTimeline
SeaBridge Investment Advisors LLC14,491$1.8M0.3%013F-HRTimeline
Carrera Capital Advisors14,484$1.8M0.28%-22913F-HRTimeline
FIDUCIARY ADVISORS, INC.14,437$1.79M1.35%-15013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC14,432$1.79M0.46%-7,43213F-HRTimeline
Emerald Advisors, LLC14,380$1.79M0.22%-11,59913F-HRTimeline
Fairvoy Private Wealth, LLC14,363$1.79M0.43%new13F-HRTimeline
Ellevest, Inc.14,326$1.78M0.25%-9713F-HRTimeline
LFG Wealth Partners, LLC14,309$1.78M1.07%+1,38113F-HRTimeline
Princeton Global Asset Management LLC14,214$1.77M0.29%+1,87813F-HRTimeline
Redwood Wealth Management Group, LLC14,209$1.77M0.76%-4413F-HRTimeline
Rathbones Group PLC14,203$1.77M0.01%-13513F-HR/ATimeline
Summit Global Investmentsin group Summit Global Investments14,194$1.76M0.1%+5,55013F-HRTimelineGroup
Financial Planning Hawaii, Inc.14,123$1.76M1.04%-94013F-HRTimeline
General Partner, Inc.14,115$1.75M1.07%013F-HRTimeline
International Private Wealth Advisors L…14,102$1.75M1.07%+29313F-HRTimeline
Kassira Wealth Management LLC14,081$1.75M1.61%-4,45613F-HRTimeline
Michael Brady & Co., LLC14,077$1.75M1.76%-4913F-HRTimeline
Goldstein Advisors, LLC14,064$1.75M0.19%+12713F-HRTimeline
Blue Trust, Inc.14,019$1.74M0.02%-3,87913F-HRTimeline
BRADY FAMILY WEALTH, LLC13,963$1.74M0.54%+55413F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC13,934$1.73M0.44%13F-HRTimeline
Strathmore Capital Advisors, Inc.12,654$1.72M0.49%+7,52013F-HRTimeline
Institute for Wealth Management, LLC.13,866$1.72M0.19%+2,80013F-HRTimeline
AWM CAPITAL, LLC13,809$1.72M0.16%+113F-HRTimeline
O'Brien Greene & Co. Inc13,801$1.72M0.49%-12513F-HRTimeline
Inman Jager Wealth Management, LLC13,798$1.72M1%+3,26713F-HRTimeline
Wilshire Advisors LLC13,765$1.71M17.17%-76713F-HRTimeline
Peak Asset Management, LLC13,755$1.71M0.3%+11513F-HRTimeline
WP Advisors, LLC13,734$1.71M0.44%+5513F-HRTimeline
Talisman Wealth Advisors LLC13,733$1.71M1.38%-4,42613F-HRTimeline
Avion Wealth13,728$1.71M0.35%-17513F-HRTimeline
Retirement Investment Advisors, Inc.14,162$1.7M0.14%+6413F-HRTimeline
Eagle Strategies LLC13,680$1.7M0.2%+12913F-HRTimeline
TFC Financial Management, Inc.13,668$1.7M0.21%+86313F-HRTimeline
REGATTA CAPITAL GROUP, LLC13,664$1.7M0.26%+7313F-HRTimeline
RiverFront Investment Group, LLC13,596$1.69M0.03%+6,80113F-HRTimeline
Portland Global Advisors LLC13,518$1.68M0.18%-42513F-HRTimeline
Foster Victor Wealth Advisors, LLC12,685$1.68M0.1%-15613F-HRTimeline
Asset Dedication, LLC13,466$1.67M0.12%-613F-HRTimeline
Kellett Wealth Advisors, LLC13,450$1.67M0.91%-6613F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC13,386$1.66M0.5%-1,77813F-HRTimeline
Yanni & Associates Investment Advisors,…13,365$1.66M1.72%+14713F-HRTimeline
Baker Avenue Asset Management, LP13,330$1.66M0.04%+2,09413F-HRTimeline
Fisher Asset Management, LLC13,326$1.66M<0.01%+1,94213F-HRTimeline
Integrity Advisory Solutions, LLC13,257$1.65M0.22%-90,79813F-HRTimeline
Center for Financial Planning, Inc.13,202$1.64M0.17%-33813F-HRTimeline
Olistico Wealth, LLC13,186$1.64M0.81%-48213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC13,175$1.64M0.12%+1,89213F-HRTimelineGroup
SWS Partners13,112$1.63M0.4%-1,41813F-HRTimeline
Azimuth Capital Investment Management L…13,045$1.62M0.06%+1,25013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…13,038$1.62M0.48%+34413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC13,032$1.62M0.76%-15313F-HRTimeline
Argentarii, LLC13,011$1.62M0.57%-74413F-HRTimeline
Olde Wealth Management, LLC13,015$1.62M0.51%-38313F-HRTimeline
Darden Wealth Group Inc12,991$1.61M0.82%-13913F-HRTimeline
Odyssey Capital Advisors, Inc.12,967$1.61M1.44%+1,55813F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC12,937$1.61M0.18%-43013F-HRTimeline
Lineweaver Wealth Advisors, LLC12,936$1.61M0.22%-12713F-HRTimeline
Nova R Wealth, Inc.12,904$1.6M0.51%-5713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.12,863$1.6M1.21%+113F-HRTimeline
STOCK YARDS BANK & TRUST CO12,851$1.6M0.05%+1,52113F-HRTimeline
KWB Wealth13,267$1.59M0.16%013F-HRTimeline
American State Bank (Iowa)12,791$1.59M0.76%-1,00513F-HRTimeline
DHJJ Financial Advisors, Ltd.12,736$1.58M0.52%-6513F-HRTimeline
Qube Research & Technologies Ltd12,713$1.58M<0.01%-154,72113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC12,651$1.57M0.08%-69713F-HRTimeline
Leverty Financial Group, LLC12,615$1.57M0.35%-2,11913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC12,593$1.57M0.15%+68813F-HRTimeline
Principle Wealth Partners LLC12,565$1.56M0.09%-26813F-HRTimeline
PLIMOTH TRUST CO LLC12,525$1.56M0.35%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.12,518$1.56M0.37%+25013F-HRTimeline
RDA Financial Network12,482$1.55M0.39%-18113F-HRTimeline
Sherman Wealth Management LLC12,478$1.55M1.33%-17413F-HRTimeline
Powerhouse Assets LLC12,401$1.54M1.34%+80413F-HRTimeline
Mascagni Wealth Management, Inc.12,397$1.54M1.1%-3413F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC12,379$1.54M1.01%013F-HRTimeline
Alpha Wealth Funds, LLC12,379$1.54M1.09%-76413F-HRTimeline
Noble Wealth Management PBC12,331$1.53M0.79%-2213F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC12,311$1.53M0.67%-5513F-HRTimeline
Financial Partners Group, Inc12,288$1.53M0.18%-30013F-HRTimeline
XY Planning Network, Inc.12,152$1.52M0.24%+3,15413F-HRTimeline
ROCKLAND TRUST CO12,192$1.52M0.06%+8213F-HRTimeline
CONGRESS ASSET MANAGEMENT CO12,158$1.51M0.01%+1,08513F-HRTimeline
Hardin Capital Partners, LLC12,125$1.51M0.7%+30513F-HRTimeline
ALPHA CAPITAL ADVISORS INC /ADV12,124$1.51M1.43%+15313F-HRTimeline
Confluence Wealth Services, Inc.12,088$1.5M0.06%+1,17513F-HRTimeline
Interchange Capital Partners, LLC14,320$1.5M0.47%-78113F-HRTimeline
NORTH DALLAS BANK & TRUST CO12,015$1.49M1.01%+2513F-HRTimeline
Pacific Point Advisors, LLC11,993$1.49M0.79%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,981$1.49M0.08%+7,18513F-HRTimeline
MKD WEALTH COACHES, LLC11,973$1.49M1.46%-1,79113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,899$1.49M0.1%-59413F-HRTimeline
Nolet Wealth Management, LLC11,956$1.49M0.85%+3,65013F-HRTimeline
Goldstone Financial Group, LLC11,953$1.49M0.16%-11,19713F-HRTimeline
Flagship Private Wealth, LLC11,951$1.49M0.6%-1913F-HRTimeline
Old North State Trust, LLC11,941$1.48M0.88%-1813F-HRTimeline
TruWealth Advisors, LLC11,928$1.48M0.07%+21913F-HRTimeline
Procyon Advisors, LLC11,916$1.48M0.07%+58613F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP11,832$1.47M0.2%-8113F-HRTimeline
Columbia Bank11,796$1.47M0.42%-9813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.11,780$1.46M0.03%-62113F-HRTimelineGroup
OMNI 360 Wealth, Inc.11,779$1.46M0.76%-17913F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,772$1.46M0.05%+89513F-HRTimeline
Summit Investment Advisory Services, LLC11,727$1.46M0.54%-813F-HRTimeline
Willis Johnson & Associates, Inc.11,725$1.46M0.09%-14,36913F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…11,677$1.45M0.46%-70913F-HRTimeline
LCNB CORP11,657$1.45M0.49%+7313F-HRTimeline
Valpey Financial Services, LLC11,649$1.45M0.94%-4213F-HRTimeline
Anchor Investment Management, LLC11,637$1.45M0.12%-6813F-HRTimeline
CIBC WORLD MARKET INC.11,619$1.44M<0.01%+6413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…11,599$1.44M0.01%+42113F-HRTimeline
Firestone Capital Management11,586$1.44M0.3%+63913F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,553$1.44M0.01%013F-HRTimeline
Global View Capital Management LLC11,531$1.43M0.38%new13F-HRTimeline
Eldridge Investment Advisors, Inc.11,530$1.43M0.31%-63513F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC11,505$1.43M1.17%-27313F-HRTimeline
Destiny Wealth Partners, LLC11,497$1.43M0.16%-15613F-HRTimeline
Resurgent Financial Advisors LLC11,466$1.43M0.52%-84313F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …11,455$1.42M0.02%+74913F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.11,428$1.42M0.52%-13413F-HRTimeline
DecisionMap Wealth Management, LLC11,428$1.42M0.92%-1,20913F-HRTimeline
Grant Street Asset Management, Inc.11,393$1.42M0.27%-3,02013F-HRTimeline
Coordinated Financial Services, Inc.11,367$1.41M0.82%+1,04713F-HRTimeline
Tudor Financial Inc.11,344$1.41M0.72%-9413F-HR/ATimeline
Riverpoint Wealth Management Holdings, …11,325$1.41M0.3%+4713F-HRTimeline
GLR Partners, LLC11,316$1.41M0.77%13F-HRTimeline
CADINHA & CO LLC11,300$1.4M0.26%-5713F-HRTimeline
New Republic Capital, LLC11,294$1.4M0.47%-34313F-HRTimeline
Gilbert & Cook, Inc.11,286$1.4M0.18%-1813F-HRTimeline
Sunbeam Capital Management, LLC11,280$1.4M0.8%+4813F-HRTimeline
Heron Bay Capital Management11,262$1.4M0.13%+7,57313F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,234$1.4M0.04%+1,22913F-HRTimeline
WILLIAM JOHN SEMPOLINSKI11,233$1.4M0.7%+17013F-HRTimeline
Beckerman Institutional, LLC11,215$1.39M0.74%+9313F-HRTimeline
Allegheny Financial Group11,176$1.39M0.19%-12,11013F-HRTimeline
Tennessee Valley Asset Management Partn…11,151$1.39M0.18%+1,39413F-HRTimeline
Sterling Financial Planning, Inc.11,126$1.38M0.41%-10613F-HRTimeline
AAF Wealth Management, LLC11,120$1.38M0.57%-11713F-HRTimeline
Bucket List Wealth Management, LLC11,052$1.37M0.83%-2,87013F-HRTimeline
RPG Investment Advisory, LLC10,960$1.36M0.16%+1,57813F-HRTimeline
Northwest Wealth Advisors, LLC10,926$1.36M0.97%+94213F-HRTimeline
PCG ASSET MANAGEMENT, LLC10,905$1.36M1.08%+2,24013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC10,882$1.35M0.83%+33313F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC10,882$1.35M0.56%-53013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC10,862$1.35M0.12%-15213F-HRTimelineGroup
HRC WEALTH MANAGEMENT, LLC10,804$1.34M0.63%+62313F-HRTimeline
Allen Capital Group, LLC10,786$1.34M0.12%-37813F-HRTimeline
SIMON QUICK ADVISORS, LLC10,766$1.34M0.06%+74113F-HRTimeline
Kathmere Capital Management, LLC10,763$1.34M0.08%-5413F-HRTimeline
Valley Financial Group, Inc.10,747$1.34M0.72%-7913F-HRTimeline
ZWJ INVESTMENT COUNSEL INC10,745$1.34M0.05%+61013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.10,741$1.34M0.73%+1313F-HRTimeline
Carr Financial Group Corp10,738$1.33M0.35%+2,14513F-HRTimeline
Chemistry Wealth Management LLC10,729$1.33M0.23%013F-HRTimeline
Aaron Wealth Advisors LLC10,716$1.33M0.08%-3,00313F-HRTimeline
Port Capital LLC10,655$1.32M0.06%+64213F-HRTimeline