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Disclosery

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
Finward Bancorp10,642$1.58M1.2%+34013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.10,612$1.57M0.03%-1,16813F-HRTimelineGroup
Maltin Wealth Management, Inc.10,594$1.57M0.53%-1313F-HRTimeline
Wealth Dimensions Group, Ltd.10,573$1.57M0.28%+62113F-HRTimeline
Bedminster, LLC10,550$1.56M1.34%-7613F-HRTimeline
TI-TRUST, INC10,546$1.56M0.84%013F-HRTimeline
Integrated Investment Consultants, LLC10,546$1.56M0.31%-3513F-HRTimeline
AAF Wealth Management, LLC10,538$1.56M0.58%-58213F-HRTimeline
Pasadena Private Wealth, LLC10,485$1.55M0.2%+1813F-HRTimeline
Ethic Inc.10,478$1.55M0.02%new13F-HRTimeline
Aviance Capital Partners, LLC10,478$1.55M0.16%+12413F-HRTimeline
Lincoln Capital LLC10,442$1.55M0.28%+14613F-HRTimeline
Severin Investments, LLC10,424$1.55M1.17%+37413F-HRTimeline
Acumen Wealth Advisors, LLC10,417$1.54M0.33%-74,72113F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …10,385$1.54M0.53%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.10,380$1.54M0.05%+1,20813F-HRTimeline
J. M. Brown & Associates Inc.10,377$1.54M0.88%13F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC10,373$1.54M<0.01%+8,17413F-HRTimelineGroup
Christensen, King & Associates Investme…10,367$1.54M0.61%-9713F-HRTimeline
Oliver Luxxe Assets LLC10,300$1.53M0.23%-14213F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO10,277$1.52M0.13%+1,59113F-HRTimeline
Emerald Advisors, LLC10,269$1.52M0.19%-4,11113F-HRTimeline
Atlantic Edge Private Wealth Management…10,267$1.52M0.31%+87013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,264$1.52M0.04%+33313F-HRTimeline
Equity Wealth Partners, LLC10,224$1.52M0.55%+66613F-HRTimeline
Lansing Street Advisors10,213$1.51M0.32%+3013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC10,180$1.51M0.34%-4,25213F-HRTimeline
Paladin Advisory Group, LLC10,159$1.51M1%013F-HRTimeline
Milestone Investment Advisors LLC10,148$1.51M0.33%-43913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC10,103$1.5M0.36%+413F-HRTimeline
Compass Ion Advisors, LLC10,076$1.49M0.13%-13913F-HRTimeline
Solstein Capital, LLC10,073$1.49M0.51%013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.10,069$1.49M0.71%-67213F-HRTimeline
Index Fund Advisors, Inc.10,023$1.49M0.06%+6913F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC10,017$1.49M0.1%013F-HRTimelineGroup
NWF Advisory Services Inc.10,017$1.49M0.14%+59013F-HRTimeline
Manhattan West Asset Management, LLC9,988$1.48M0.25%-15513F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC9,975$1.48M0.69%013F-HRTimeline
CADINHA & CO LLC9,946$1.48M0.22%-1,35413F-HRTimeline
Sound Financial Strategies Group, LLC9,918$1.47M0.93%+6813F-HRTimeline
STEVENS CAPITAL PARTNERS9,905$1.47M0.28%+3,39813F-HRTimeline
SAXON INTERESTS, INC.9,891$1.47M0.41%-33513F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC9,877$1.46M0.6%-12113F-HRTimeline
GS Investments, Inc.9,785$1.45M1.05%+2113F-HRTimeline
Sherry Group, Inc.9,837$1.44M1.41%-4113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,722$1.44M0.06%+4913F-HRTimelineGroup
NIXON PEABODY TRUST CO9,712$1.44M0.1%-3013F-HRTimeline
Alpha Omega Wealth Management LLC9,696$1.44M0.22%-3713F-HRTimeline
National Wealth Management Group, LLC9,672$1.43M0.44%+15213F-HRTimeline
Waterloo Capital, L.P.9,666$1.43M0.08%+39913F-HRTimeline
Forefront Wealth Partners, LLC9,665$1.43M0.44%+14013F-HRTimeline
Broadview Financial Management, LLC9,665$1.43M0.88%-16613F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co9,646$1.43M0.08%-52313F-HRTimelineGroup
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …9,630$1.43M0.09%+40013F-HRTimelineGroup
Sovereign Financial Group, Inc.9,622$1.43M0.22%-23113F-HRTimeline
KG Capital Management9,616$1.43M0.85%+12913F-HRTimeline
TCV Trust & Wealth Management, Inc.9,544$1.42M0.11%-1113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC9,564$1.41M0.04%+2,43113F-HRTimelineGroup
BlueChip Wealth Advisors LLC9,536$1.41M0.54%013F-HRTimeline
Roundview Capital LLC9,464$1.4M0.08%+20013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC9,414$1.4M2.17%-20713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …9,378$1.39M0.19%-3613F-HRTimelineGroup
FIRST NATIONAL BANK & TRUST CO OF NEWTO…9,561$1.39M0.28%+38213F-HRTimeline
CHILTON INVESTMENT CO INC.9,377$1.39M0.03%+6,44613F-HRTimeline
Legacy Financial Group LLC9,362$1.39M0.16%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC9,349$1.39M0.05%+3113F-HRTimeline
OPINICUS CAPITAL, INC.9,349$1.39M0.74%+6013F-HRTimeline
Baker Ellis Asset Management LLC9,342$1.39M0.14%+413F-HRTimeline
Pine Valley Investments Ltd Liability Co9,308$1.38M0.06%+34313F-HRTimeline
Sendero Wealth Management, LLC9,177$1.36M0.14%+1413F-HRTimeline
Bright Futures Wealth Management, LLC.9,157$1.36M0.88%+3313F-HRTimeline
Capital Management Associates, Inc9,141$1.36M0.27%+77513F-HRTimeline
Sandy Cove Advisors, LLC9,115$1.35M0.34%-8913F-HRTimeline
GatePass Capital, LLC9,086$1.35M0.51%+3,31813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC9,057$1.34M0.13%+62513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,042$1.34M0.05%+7913F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC9,042$1.34M0.67%-29,13313F-HR/ATimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,028$1.34M0.09%+5613F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC9,024$1.34M0.15%-213F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska9,016$1.34M0.12%-54913F-HRTimelineGroup
Helium Advisors LLC9,009$1.34M1.11%+41313F-HRTimeline
ETF Store, Inc.8,997$1.33M1.12%+2,01913F-HRTimeline
Birchcreek Wealth Management, LLC8,996$1.33M0.52%-3613F-HRTimeline
IFC Advisors LLC8,993$1.33M0.17%+1413F-HRTimeline
Baltimore-Washington Financial Advisors…8,980$1.33M0.05%+1,38313F-HRTimeline
Asset One Wealth Management LLC9,103$1.33M0.14%-21913F-HRTimeline
TD Capital Management LLC8,971$1.33M0.11%-23013F-HRTimeline
Laurel Wealth Planning LLC8,963$1.33M0.59%-6413F-HRTimeline
Alpha Wealth Funds, LLC8,963$1.33M0.82%-3,41613F-HRTimeline
Cannell & Spears LLC8,920$1.32M0.02%-1013F-HRTimeline
Ignite Planners, LLC8,913$1.32M0.18%+1,24613F-HRTimeline
Axis Wealth Partners, LLC8,894$1.32M0.63%+213F-HRTimeline
Clearwater Capital Advisors, LLC8,876$1.32M0.1%-59513F-HRTimeline
Clearview Wealth Management LLC8,875$1.32M0.85%-11313F-HRTimeline
AssuredPartners Investment Advisors, LLC8,868$1.32M0.13%-1,53013F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC8,853$1.31M1.71%-8313F-HRTimeline
Larson Financial Group LLC8,827$1.31M0.03%+3,22913F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.8,813$1.31M0.15%+25913F-HRTimeline
FLC Capital Advisors8,801$1.31M0.21%-1,48213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC8,778$1.3M0.02%+25113F-HRTimelineGroup
Kathmere Capital Management, LLC8,768$1.3M0.07%-1,99513F-HRTimeline
Vilga Financial Planning LLC8,700$1.29M0.98%013F-HRTimeline
Texas Bank & Trust Co8,687$1.29M0.42%+613F-HRTimeline
Johnson Financial Group, LLC8,687$1.29M0.07%new13F-HRTimeline
Peak Planning Group, LLC8,654$1.28M0.29%+1113F-HRTimeline
Nelson Capital Management, LLC8,652$1.28M0.14%-8513F-HRTimeline
BCS Wealth Management8,613$1.28M0.23%+6,23913F-HRTimeline
VISTA CAPITAL PARTNERS, INC.8,604$1.28M0.11%-54613F-HRTimeline
PW ADVISORS, LLC \ FL8,572$1.27M0.85%013F-HRTimeline
Cassaday & Co Wealth Management LLC8,559$1.27M0.02%-67613F-HRTimeline
NavPoint Financial, Inc.8,530$1.27M0.47%-40013F-HRTimeline
Bragg Financial Advisors, Inc8,502$1.26M0.03%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,500$1.26M<0.01%-11,20013F-HRTimelineGroup
INNEALTA CAPITAL, LLC8,481$1.26M0.67%+29613F-HRTimeline
SHP Wealth Management8,477$1.26M0.09%-56013F-HRTimeline
Rossby Financial, LCC8,562$1.26M0.23%+3,49313F-HRTimeline
Quartz Partners, LLC8,430$1.25M0.41%+3,64013F-HRTimeline
Rollins Financial Advisors, LLC8,419$1.25M0.16%+2,87813F-HRTimeline
MFA Wealth Services8,381$1.24M0.74%+2213F-HRTimeline
Inscription Capital, LLC8,347$1.24M0.11%+213F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,341$1.24M0.07%-33613F-HRTimeline
Ipswich Investment Management Co., Inc.8,334$1.24M0.26%-25013F-HRTimeline
SONATA CAPITAL GROUP INC8,321$1.23M0.4%+30113F-HRTimeline
Woodward Financial Advisors, Inc.8,318$1.23M0.41%-22013F-HRTimeline
American Trust8,313$1.23M0.1%+1,29513F-HRTimeline
Root Financial Partners, LLC8,308$1.23M0.05%+21913F-HRTimeline
Plante Moran Financial Advisors, LLC8,289$1.23M0.06%-35213F-HRTimeline
Forum Private Client Group LLC8,273$1.23M0.37%-18513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…8,273$1.23M0.1%13F-HRTimelineGroup
Wilshire Advisors LLC8,259$1.22M11.85%-5,50613F-HRTimeline
KOM Wealth Management Group, LLC8,235$1.22M0.74%-1,77913F-HRTimeline
CWA Asset Management Group, LLC8,212$1.22M0.04%+2,19313F-HRTimeline
Gemmer Asset Management LLC8,209$1.22M0.08%-20413F-HRTimeline
Go Invest LLC8,124$1.2M0.28%+89713F-HRTimeline
71 West Capital Partners8,055$1.19M0.04%-78313F-HRTimeline
Objective Capital Management, LLC8,045$1.19M1.06%+35213F-HRTimeline
Great Point Wealth Advisors, LLC8,007$1.19M0.19%-18013F-HRTimeline
Trueblood Wealth Management, LLC7,985$1.18M0.41%+61013F-HRTimeline
Tufton Capital Management7,984$1.18M0.2%-13813F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7,978$1.18M0.38%-1413F-HRTimeline
Keystone Financial Group, Inc.7,977$1.18M0.62%-4913F-HRTimeline
Vannoy Advisory Group, Inc.7,970$1.18M0.67%013F-HRTimeline
Loudon Investment Management, LLC7,967$1.18M0.58%+68013F-HRTimeline
BigSur Wealth Management LLC7,965$1.18M0.28%+2,05013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC7,937$1.18M0.12%+15813F-HRTimeline
Moisand Fitzgerald Tamayo, LLC7,933$1.18M0.11%-213F-HRTimeline
QUANTUM FINANCIAL PARTNERS LLC7,920$1.17M0.6%13F-HRTimeline
EdgeRock Capital LLC7,916$1.17M0.27%-95513F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,904$1.17M0.07%+18413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,902$1.17M0.05%+1,09113F-HRTimelineGroup
SWEENEY & MICHEL, LLC7,865$1.17M0.31%-913F-HRTimeline
Sageworth Trust Co of South Dakota7,894$1.17M0.72%-20913F-HRTimeline
1834 INVESTMENT ADVISORS CO7,871$1.17M0.13%013F-HRTimeline
Marks Group Wealth Management, Inc7,863$1.17M0.1%013F-HRTimeline
First Bancorp, Inc /ME/7,826$1.16M0.46%+34013F-HRTimeline
Concentrum Wealth Management7,805$1.16M0.28%+2,45613F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO7,801$1.16M0.13%+413F-HRTimelineGroup
MLG Wealth Management DBA Pine Grove Fi…7,788$1.15M0.12%+23213F-HRTimeline
Prosperity Bancshares Inc7,759$1.15M0.75%-1,25113F-HRTimeline
First Nebraska Trust Co7,741$1.15M0.09%+7913F-HRTimeline
Probity Advisors, Inc.7,726$1.15M0.16%-113F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,725$1.15M0.04%013F-HRTimeline
Cyndeo Wealth Partners, LLC7,721$1.15M0.05%+2,43613F-HRTimeline
WHALEROCK POINT PARTNERS, LLC7,677$1.14M0.19%+3,23813F-HRTimeline
MMA ASSET MANAGEMENT LLC7,665$1.14M0.36%+213F-HRTimeline
Cosner Financial Group, LLC7,663$1.14M0.58%-1,05013F-HRTimeline
Orion Capital Management LLC7,660$1.14M0.35%-14313F-HRTimeline
Tandem Investment Partners LLC7,660$1.14M0.88%-54513F-HRTimeline
Pacific Sun Financial Corp7,631$1.13M0.47%-25913F-HRTimeline
WealthShield Partners, LLC7,612$1.13M0.17%-8,42513F-HRTimeline
180 WEALTH ADVISORS, LLC7,599$1.13M0.11%-16413F-HRTimeline
Miller Capital Partners, Inc.7,591$1.13M0.44%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC7,516$1.12M0.14%13F-HRTimeline
Sound View Wealth Advisors Group, LLC7,563$1.12M0.07%-50413F-HRTimeline
Greenhouse Wealth Management, LLC7,547$1.12M0.79%+2013F-HRTimeline
Centurion Wealth Management LLC7,539$1.12M0.27%+2313F-HRTimeline
CONNORS INVESTOR SERVICES INC7,517$1.11M0.1%+96813F-HRTimeline
Evolution Wealth Advisors, LLC7,502$1.11M0.13%-19213F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA7,500$1.11M0.02%new13F-HRTimelineGroup
Tandem Financial, LLC7,499$1.11M0.36%+1,68813F-HRTimeline
Spartan Wealth Advisory Services LLC7,499$1.11M0.09%-34513F-HRTimeline
Opulen Financial Group LLC7,494$1.11M0.7%-12813F-HRTimeline
Sensible Money, LLC7,483$1.11M0.29%+19113F-HRTimeline
Riverview Capital Advisers, LLC7,477$1.11M0.32%+3,96713F-HRTimeline
Edgemoor Investment Advisors, Inc.7,471$1.11M0.08%+1713F-HRTimeline
GAINLINE FINANCIAL PARTNERS, LLC7,464$1.11M1.03%13F-HRTimeline
Steelhead Wealth Management LLC7,425$1.1M0.44%-1,34013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC7,408$1.1M0.27%-9713F-HRTimeline
Prospect Financial Services LLC7,400$1.1M0.56%-56213F-HRTimeline
Total Clarity Wealth Management, Inc.7,399$1.1M0.21%-18313F-HRTimeline
Trivium Point Advisory, LLC7,393$1.1M0.1%+89313F-HRTimeline
TRB Wealth Management, LLC7,390$1.1M0.15%-59413F-HRTimeline
M.E. ALLISON & CO., INC.7,384$1.1M0.63%+213F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC7,363$1.09M0.29%+47813F-HRTimeline
Three Seasons Wealth, LLC7,351$1.09M0.1%+3413F-HRTimeline
Claro Advisors Inc.7,347$1.09M0.11%+1713F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.7,346$1.09M0.27%+8113F-HRTimeline
Portfolio Resources Advisor Group, Inc.7,344$1.09M0.92%+1,90513F-HRTimeline
American Capital Advisory, LLC7,332$1.09M0.4%-713F-HRTimeline
JB Capital LLC7,310$1.08M0.04%+1,60113F-HRTimeline