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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
WOODSTOCK CORP9,245$1.1M0.1%-2,65913F-HRTimeline
AssuredPartners Investment Advisors, LLC9,169$1.09M0.24%-7513F-HRTimeline
EdgeRock Capital LLC9,167$1.09M0.3%+1,71913F-HRTimeline
Chandler Asset Management, Inc.9,150$1.09M0.18%013F-HRTimeline
SEEDS INVESTOR LLC9,147$1.09M0.23%+2,03113F-HRTimeline
Capital Management Associates, Inc9,133$1.09M0.29%+24213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP9,121$1.08M<0.01%new13F-HRTimelineGroup
Cosner Financial Group, LLC9,117$1.08M0.58%+2813F-HRTimeline
KICKSTAND VENTURES, LLC.9,115$1.08M0.24%-2,07213F-HRTimeline
Edgemoor Investment Advisors, Inc.9,009$1.07M0.08%+2,00413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP8,997$1.07M0.09%-213F-HRTimelineGroup
Woodward Financial Advisors, Inc.8,946$1.06M0.41%-4313F-HRTimeline
Bright Futures Wealth Management, LLC.8,931$1.06M0.83%13F-HRTimeline
Cannell & Spears LLC8,920$1.06M0.02%+12813F-HRTimeline
NavPoint Financial, Inc.8,905$1.06M0.55%+1413F-HRTimeline
BIP Wealth, LLC8,896$1.06M0.05%+1,15313F-HRTimeline
HRT FINANCIAL LP8,863$1.05M<0.01%-10,69313F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV8,836$1.05M0.37%-10413F-HRTimeline
PCG ASSET MANAGEMENT, LLC8,830$1.05M0.84%-14513F-HR/ATimeline
NWF Advisory Services Inc.8,824$1.05M0.12%+80613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,811$1.05M0.17%-40413F-HRTimeline
Texas Bank & Trust Co8,793$1.04M0.4%+12413F-HRTimeline
Tandem Investment Partners LLC8,785$1.04M0.86%-12513F-HRTimeline
Bullock Wealth Management Group8,741$1.04M0.52%-2413F-HRTimeline
Inman Jager Wealth Management, LLC8,764$1.04M0.66%+1,14913F-HRTimeline
Inscription Capital, LLC8,725$1.04M0.11%+42113F-HRTimeline
American Trust8,694$1.03M0.09%-10213F-HRTimeline
Prospect Financial Services LLC8,681$1.03M0.59%+34113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,659$1.03M0.07%+2213F-HRTimeline
Plante Moran Financial Advisors, LLC8,648$1.03M0.06%+16813F-HRTimeline
National Wealth Management Group, LLC8,626$1.03M0.39%+71413F-HRTimeline
Cassaday & Co Wealth Management LLC8,612$1.02M0.02%+8213F-HRTimeline
Ipswich Investment Management Co., Inc.8,606$1.02M0.24%-85413F-HRTimeline
Bragg Financial Advisors, Inc8,594$1.02M0.03%013F-HRTimeline
Keystone Financial Group, Inc.8,592$1.02M0.58%+2613F-HRTimeline
Linscomb Wealth, Inc.8,557$1.02M0.04%013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,553$1.02M0.59%-813F-HRTimeline
Pacific Center for Financial Services8,552$1.02M0.26%+6113F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,500$1.01M<0.01%013F-HRTimelineGroup
Sound Financial Strategies Group, LLC8,479$1.01M0.74%+1,05713F-HRTimeline
Axis Wealth Partners, LLC8,439$1M0.59%-2,04213F-HRTimeline
180 WEALTH ADVISORS, LLC8,409$999K0.12%+53013F-HRTimeline
NerdWallet Wealth Partners, LLC8,412$999K0.49%13F-HRTimeline
KMT WEALTH MANAGEMENT, LLC8,383$996K0.54%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,378$996K0.03%+213F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…8,375$995K0.19%+57613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC8,367$994K0.06%+50613F-HRTimeline
ORG Partners LLC8,366$994K0.18%-74213F-HRTimeline
Birchcreek Wealth Management, LLC8,363$994K0.51%-10713F-HRTimeline
RPG Investment Advisory, LLC8,346$992K0.12%-22413F-HRTimeline
Evolution Wealth Advisors, LLC8,319$989K0.13%-30513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,304$987K0.04%-36013F-HRTimeline
TD Capital Management LLC8,252$981K0.09%-1713F-HRTimeline
Corundum Group, Inc.8,208$975K0.4%013F-HRTimeline
New Century Financial Group, LLC8,207$975K1.73%+13013F-HRTimeline
Sageworth Trust Co of South Dakota8,203$975K0.92%013F-HRTimeline
Three Seasons Wealth, LLC8,188$973K0.1%-7413F-HRTimeline
Pacific Sun Financial Corp8,165$970K0.47%-17013F-HRTimeline
Mezzasalma Advisors, LLC8,165$970K0.25%new13F-HRTimeline
Severin Investments, LLC8,142$968K0.86%-1,77613F-HRTimeline
Formidable Asset Management, LLC8,845$967K0.15%+2,98613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS8,112$964K0.04%-1,42613F-HRTimelineGroup
MFA Wealth Services8,086$961K0.66%+36413F-HRTimeline
Moisand Fitzgerald Tamayo, LLC8,070$959K0.11%+5113F-HRTimeline
Foster Group, Inc.8,064$958K0.03%+10813F-HRTimeline
KWB Wealth8,762$958K0.11%-75013F-HRTimeline
Baltimore-Washington Financial Advisors…8,032$954K0.04%+28313F-HRTimeline
TL Private Wealth8,179$954K0.38%+14413F-HRTimeline
Probity Advisors, Inc.8,014$952K0.15%-20113F-HRTimeline
SONATA CAPITAL GROUP INC8,006$951K0.35%013F-HRTimeline
Vannoy Advisory Group, Inc.7,967$947K0.62%013F-HRTimeline
MMA ASSET MANAGEMENT LLC7,929$942K0.31%+64313F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,484$941K0.08%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC7,914$940K0.01%-40413F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.7,884$937K0.04%-1,90913F-HRTimeline
AdvisorNet Financial, Inc7,875$936K0.05%+81213F-HRTimeline
Objective Capital Management, LLC7,875$936K0.97%-21113F-HRTimeline
Marks Group Wealth Management, Inc7,863$934K0.09%013F-HRTimeline
Trivium Point Advisory, LLC7,843$932K0.1%-7313F-HRTimeline
First Bancorp, Inc /ME/7,835$931K0.5%+16813F-HRTimeline
Orion Capital Management LLC7,826$930K0.32%+313F-HRTimeline
Maryland State Retirement & Pension Sys…7,821$929K0.02%new13F-HRTimeline
Capital Advisors Wealth Management, LLC7,821$929K0.13%-92813F-HRTimeline
1834 INVESTMENT ADVISORS CO7,816$929K0.11%-3,42413F-HRTimeline
Camarda Financial Advisors, LLC7,807$928K0.34%+81413F-HRTimeline
Azimuth Capital Investment Management L…7,795$926K0.03%+5,00013F-HRTimeline
Argentarii, LLC7,730$919K0.37%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC7,727$918K0.13%+913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,725$918K0.05%-93813F-HRTimeline
IFS Group,LLC7,697$917K0.81%13F-HRTimeline
Sound View Wealth Advisors Group, LLC7,655$910K0.06%+20713F-HRTimeline
SWEENEY & MICHEL, LLC7,952$909K0.31%+2813F-HRTimeline
Tufton Capital Management7,637$907K0.16%-20913F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.7,611$904K0.12%+59813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC7,609$904K0.28%-2513F-HRTimeline
COWA, LLC7,605$904K0.3%+2013F-HRTimeline
Insight Advisors, LLC/ PA7,592$903K0.14%-1513F-HRTimeline
Forefront Wealth Partners, LLC7,588$902K0.23%-15,45513F-HRTimeline
S&T Bank/PA7,554$898K0.25%-8413F-HRTimeline
Indiana Trust & Investment Management Co7,507$892K0.27%-4713F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC7,500$891K0.29%013F-HRTimeline
Greenhouse Wealth Management, LLC7,485$889K0.53%+2513F-HRTimeline
Centurion Wealth Management LLC7,454$886K0.2%+28913F-HRTimeline
Larson Financial Group LLC7,412$881K0.03%-15413F-HRTimeline
WFA of San Diego, LLC7,404$880K0.6%-713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,400$879K0.06%-40713F-HRTimeline
Vertex Planning Partners, LLC7,395$879K0.17%+6413F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp7,390$878K0.01%+1,13713F-HRTimelineGroup
SummitTX Capital, L.P.7,383$877K0.04%-54,06313F-HRTimeline
M.E. ALLISON & CO., INC.7,382$877K0.61%+44013F-HRTimeline
Gemmer Asset Management LLC7,379$877K0.07%+75313F-HRTimeline
Hudson Capital Management LLC7,374$876K0.23%-50013F-HRTimeline
Balance Wealth Partners LLC7,342$873K0.22%+35013F-HRTimeline
Bowman & Co S.C.7,314$869K0.37%+42013F-HRTimeline
Claro Advisors Inc.7,313$869K0.13%-1,15313F-HRTimeline
SIMON QUICK ADVISORS, LLC7,291$866K0.04%+4,69513F-HRTimeline
Sensible Money, LLC7,290$866K0.29%-2413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI7,275$864K0.08%+55813F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.7,265$863K0.27%013F-HRTimeline
American Capital Advisory, LLC7,265$863K0.4%+1513F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,854$858K0.1%013F-HRTimeline
CALTON & ASSOCIATES, INC.7,199$855K0.13%+99213F-HRTimeline
Kondo Wealth Advisors, Inc.7,196$855K0.34%+24013F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,195$855K0.07%-63013F-HRTimeline
Winthrop Capital Management, LLC7,188$854K0.21%-6,85713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC7,182$853K0.56%+3613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,176$853K0.05%+49213F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC7,164$851K0.5%+4513F-HRTimeline
Root Financial Partners, LLC7,157$851K0.05%+1,64713F-HRTimeline
PTM WEALTH MANAGEMENT, LLC7,074$847K0.51%-5813F-HRTimeline
Advisors Capital Management, LLC7,083$842K0.01%+85513F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.7,080$841K0.22%+6213F-HRTimeline
MOTCO7,048$838K0.08%+1113F-HRTimeline
BARRETT & COMPANY, INC.7,016$834K0.29%+113F-HRTimeline
WATERS PARKERSON & CO., LLC7,016$834K0.04%013F-HRTimeline
White Knight Strategic Wealth Advisors,…7,015$834K0.66%-2,69913F-HRTimeline
SC&H Financial Advisors, Inc.7,012$833K0.14%-26713F-HRTimeline
Pine Valley Investments Ltd Liability Co7,010$833K0.04%-35713F-HRTimeline
Powell Investment Advisors, LLC6,995$831K0.29%+2613F-HRTimeline
Fisher Asset Management, LLC6,989$831K<0.01%+40613F-HRTimeline
Donor Advised Charitable Giving, Inc.6,980$829K0.02%-2,38913F-HRTimeline
Opulen Financial Group LLC6,978$829K0.63%+5013F-HRTimeline
Capasso Planning Partners LLC6,958$827K0.52%-22413F-HRTimeline
MATAURO, LLC6,936$824K0.13%+1413F-HRTimeline
KEYVANTAGE WEALTH, LLC6,935$824K0.35%-4613F-HRTimeline
Security National Bank6,933$824K0.13%-9213F-HRTimeline
Acorn Wealth Advisors, LLC6,898$820K0.26%+1,10513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC6,896$819K0.15%-3,52913F-HRTimelineGroup
BKM Wealth Management, LLC6,886$818K0.3%-31813F-HRTimeline
Greystone Financial Group, LLC6,881$818K0.13%new13F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD6,853$814K0.54%+20913F-HRTimeline
Cornerstone Planning Group LLC6,880$809K0.13%+3213F-HRTimeline
RiverFront Investment Group, LLC6,777$805K0.01%013F-HRTimeline
Total Wealth Planning, LLC6,764$804K0.09%+49013F-HRTimeline
Perritt Capital Management Inc6,753$802K0.38%+2513F-HRTimeline
White Lighthouse Investment Management …6,720$799K0.12%-47513F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC6,676$798K0.23%+4,24213F-HRTimeline
Brio Consultants, LLC6,708$797K0.11%-1,38513F-HRTimeline
Nilsine Partners, LLC6,684$794K0.07%+29413F-HRTimeline
Horizons Wealth Management6,646$790K0.54%013F-HRTimeline
Ridgeline Wealth Planning, LLC6,632$788K0.59%013F-HRTimeline
Commonwealth Financial Services, LLC6,613$786K0.13%-28013F-HRTimeline
Emprise Bank6,580$782K0.34%013F-HRTimeline
SWMG, LLC6,504$781K0.24%-6,32413F-HRTimeline
Helium Advisors LLC6,570$781K0.65%+1213F-HRTimeline
Beacon Financial Advisory LLC6,563$780K0.18%-1,21713F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC6,557$779K0.4%-52913F-HRTimeline
First Heartland Consultants, Inc.6,522$775K0.06%+8213F-HRTimeline
Ignite Planners, LLC6,521$775K0.13%-14313F-HRTimeline
BANK OZK6,475$769K0.27%-40013F-HRTimeline
LINCOLN CAPITAL CORP6,472$769K0.28%013F-HRTimeline
Empirical Asset Management, LLC6,435$765K0.21%+1413F-HRTimeline
Ausdal Financial Partners, Inc.6,419$763K0.04%+3,43113F-HRTimeline
Yukon Wealth Management, Inc.6,415$762K0.25%-9013F-HRTimeline
Equita Financial Network, Inc.6,375$758K0.26%-17513F-HRTimeline
ADE, LLC6,362$756K0.38%-1,69313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,330$752K0.01%-6,18613F-HRTimeline
Gradient Capital Advisors, LLC6,327$752K0.2%+213F-HRTimeline
ETF Store, Inc.6,315$750K0.8%+44613F-HRTimeline
Key Financial Inc6,291$750K0.14%-82213F-HRTimeline
Blue Barn Wealth, LLC6,306$749K0.33%-21113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,300$749K0.32%-28213F-HRTimeline
Seven Post Investment Office LP6,298$748K0.27%013F-HRTimeline
Horizon Family Wealth, Inc.6,291$748K0.43%+2213F-HRTimeline
Kennebec Savings Bank6,255$743K0.68%-1,38013F-HRTimeline
PIONEER TRUST BANK N A/OR6,253$743K0.17%-30713F-HRTimeline
Ocean Park Asset Management, LLC6,186$735K0.03%new13F-HRTimeline
Ardent Capital Management, Inc.6,183$735K0.31%-1313F-HRTimeline
WHITE PINE CAPITAL LLC6,155$731K0.21%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.6,147$730K<0.01%+1413F-HRTimelineGroup
Cooper Financial Group6,144$730K0.08%+20013F-HRTimeline
Truepoint, Inc.6,127$728K0.02%-1113F-HRTimeline
PHILADELPHIA TRUST CO6,124$728K0.05%013F-HRTimeline
Washington Trust Advisors, Inc.6,082$723K0.05%-2713F-HRTimeline
Trueblood Wealth Management, LLC6,073$722K0.28%+43813F-HRTimeline
FreeGulliver LLC6,066$721K0.32%+12413F-HRTimeline
SIGNATUREFD, LLC6,050$719K0.01%-1,56113F-HRTimeline
Richmond Investment Services, LLC6,006$714K0.13%+20713F-HRTimeline
Marshall Financial Group, LLC5,983$711K0.14%-49613F-HRTimeline
WEALTH EFFECTS LLC5,981$711K0.23%-25113F-HRTimeline