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Disclosery

IJR ISHARES TR

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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
EXENCIAL WEALTH ADVISORS, LLC10,877$1.31M0.04%+45013F-HRTimeline
Valley Financial Group, Inc.10,826$1.3M0.73%-5,30813F-HRTimeline
Kathmere Capital Management, LLC10,817$1.3M0.09%-9,04613F-HRTimeline
Integrated Investment Consultants, LLC10,795$1.3M0.25%+11213F-HR/ATimeline
Higgins & Schmidt Wealth Strategies LLC10,792$1.3M0.61%-14313F-HRTimeline
KG Capital Management10,764$1.29M0.33%-37613F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska10,760$1.29M0.15%-54313F-HRTimelineGroup
NorthCrest Asset Manangement, LLC10,506$1.29M0.03%-7213F-HRTimeline
Chemistry Wealth Management LLC10,729$1.29M0.24%-21613F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.10,728$1.29M0.71%-48113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …10,706$1.29M0.02%new13F-HRTimelineGroup
Compton Financial Group, LLC10,696$1.29M0.29%-68913F-HRTimeline
MONECO ADVISORS, LLC10,681$1.28M0.1%+95813F-HRTimeline
MLP3, LLC10,673$1.28M1.4%13F-HRTimeline
Crusonia Wealth Advisors LLC10,648$1.28M0.28%13F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,647$1.28M0.09%-1,05213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC10,549$1.27M0.79%+3,36713F-HRTimeline
TI-TRUST, INC10,546$1.27M0.78%-213F-HRTimeline
Pasadena Private Wealth, LLC10,543$1.27M0.17%+7613F-HRTimeline
Inman Jager Wealth Management, LLC10,531$1.27M0.77%+1,76713F-HRTimeline
NerdWallet Wealth Partners, LLC10,510$1.26M0.57%+2,09813F-HRTimeline
Oliver Luxxe Assets LLC10,453$1.26M0.19%+52913F-HRTimeline
TCV Trust & Wealth Management, Inc.10,445$1.26M0.1%-6013F-HRTimeline
Clearwater Capital Advisors, LLC10,367$1.25M0.1%-1013F-HRTimeline
Coordinated Financial Services, Inc.10,320$1.24M0.71%+46213F-HRTimeline
Lincoln Capital LLC10,308$1.24M0.22%-2013F-HRTimeline
IFC Advisors LLC10,279$1.24M0.18%013F-HRTimeline
Maltin Wealth Management, Inc.10,275$1.23M0.49%+21613F-HRTimeline
Compass Ion Advisors, LLC10,239$1.23M0.12%-84113F-HRTimeline
HRC WEALTH MANAGEMENT, LLC10,181$1.22M0.59%+44913F-HRTimeline
Manhattan West Asset Management, LLC10,168$1.22M0.25%-1,14413F-HRTimeline
Lansing Street Advisors10,167$1.22M0.31%+4713F-HRTimeline
Sound Income Strategies, LLC9,486$1.22M0.06%+5,65613F-HRTimeline
ZWJ INVESTMENT COUNSEL INC10,135$1.22M0.04%+25713F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC10,127$1.22M0.35%-95813F-HRTimeline
Wealth Dimensions Group, Ltd.10,112$1.22M0.24%+7113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC10,079$1.21M2.01%-3013F-HRTimeline
Legacy Financial Group LLC9,362$1.21M0.15%+913F-HRTimeline
Solstein Capital, LLC10,073$1.21M0.49%013F-HRTimeline
St. Louis Financial Planners Asset Mana…10,069$1.21M0.74%new13F-HRTimeline
SHP Wealth Management10,052$1.21M0.09%13F-HRTimeline
Christensen, King & Associates Investme…10,036$1.21M0.51%+13113F-HRTimeline
SIMON QUICK ADVISORS, LLC10,025$1.2M0.05%+2,73413F-HRTimeline
Port Capital LLC10,013$1.2M0.05%+8013F-HRTimeline
Aviance Capital Partners, LLC10,008$1.2M0.14%+3913F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,005$1.2M0.03%-3,98913F-HRTimeline
Sherry Group, Inc.9,877$1.2M1.26%13F-HRTimeline
Glaxis Capital Management, LLC10,000$1.2M2.06%new13F-HRTimeline
Northwest Wealth Advisors, LLC9,984$1.2M0.93%13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC9,975$1.2M0.65%013F-HRTimeline
Index Fund Advisors, Inc.9,940$1.19M0.06%-29813F-HRTimeline
Severin Investments, LLC9,894$1.19M1.05%+1,75213F-HRTimeline
Broadview Financial Management, LLC9,817$1.18M0.79%-4413F-HRTimeline
Centennial Wealth Advisory LLC9,793$1.18M0.31%new13F-HRTimeline
Tennessee Valley Asset Management Partn…9,757$1.17M0.15%-1,09913F-HRTimeline
True North Advisors, LLC9,753$1.17M0.15%new13F-HRTimeline
BlueChip Wealth Advisors LLC9,741$1.17M0.49%+17713F-HRTimeline
Alpha Omega Wealth Management LLC9,722$1.17M0.19%-3313F-HRTimeline
Equity Wealth Partners, LLC9,721$1.17M0.76%+11113F-HRTimeline
Farnam Financial LLC9,707$1.17M0.88%-56313F-HRTimeline
Roundview Capital LLC9,688$1.16M0.07%013F-HRTimeline
GS Investments, Inc.9,674$1.16M0.63%-1,05413F-HRTimeline
BIP Wealth, LLC9,671$1.16M0.04%+77513F-HRTimeline
AssuredPartners Investment Advisors, LLC9,604$1.15M0.17%+43513F-HRTimeline
Finward Bancorp9,597$1.15M0.9%+26713F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,565$1.15M0.11%-7313F-HRTimeline
Baker Ellis Asset Management LLC9,561$1.15M0.14%013F-HRTimeline
Capital Management Associates, Inc9,495$1.14M0.25%+36213F-HRTimeline
RPG Investment Advisory, LLC9,382$1.13M0.13%+1,03613F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …9,373$1.13M0.19%013F-HRTimelineGroup
OPINICUS CAPITAL, INC.9,356$1.12M0.78%+3413F-HRTimeline
Waterloo Capital, L.P.9,288$1.12M0.08%+1313F-HRTimeline
Eaton Financial Holdings Company, LLC9,261$1.11M0.3%-81113F-HRTimeline
WOODSTOCK CORP9,245$1.11M0.1%013F-HRTimeline
Laurel Wealth Planning LLC9,244$1.11M0.62%-1,11913F-HRTimeline
Prosperity Bancshares Inc9,228$1.11M1%13F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC9,221$1.11M1.55%13F-HRTimeline
Maryland State Retirement & Pension Sys…9,217$1.11M0.02%+1,39613F-HRTimeline
National Wealth Management Group, LLC9,209$1.11M0.38%+58313F-HRTimeline
Nelson Capital Management, LLC9,186$1.1M0.13%-59913F-HRTimeline
Bright Futures Wealth Management, LLC.9,166$1.1M0.82%+23513F-HRTimeline
Forum Private Client Group LLC9,151$1.1M0.37%-61013F-HRTimeline
Chandler Asset Management, Inc.9,150$1.1M0.17%013F-HRTimeline
MMA ASSET MANAGEMENT LLC9,137$1.1M0.39%+1,20813F-HRTimeline
180 WEALTH ADVISORS, LLC9,129$1.1M0.12%+72013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…9,095$1.09M0.2%+72013F-HRTimeline
Sandy Cove Advisors, LLC9,081$1.09M0.32%-2,12413F-HRTimeline
Ausdal Financial Partners, Inc.9,063$1.09M0.05%+2,64413F-HRTimeline
Cosner Financial Group, LLC9,036$1.09M0.55%-8113F-HRTimeline
TD Capital Management LLC9,035$1.09M0.1%+78313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,029$1.09M0.15%+21813F-HRTimeline
Cassaday & Co Wealth Management LLC9,020$1.08M0.02%+40813F-HRTimeline
XY Planning Network, Inc.8,998$1.08M0.19%-2,31413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP8,997$1.08M0.08%013F-HRTimelineGroup
Woodward Financial Advisors, Inc.8,992$1.08M0.4%+4613F-HRTimeline
Sendero Wealth Management, LLC8,985$1.08M0.12%+3,76313F-HRTimeline
NavPoint Financial, Inc.8,924$1.07M0.46%+1913F-HRTimeline
Cannell & Spears LLC8,920$1.07M0.02%013F-HRTimeline
EdgeRock Capital LLC8,891$1.07M0.28%-27613F-HRTimeline
Texas Bank & Trust Co8,860$1.06M0.39%+6713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV8,848$1.06M0.37%+1213F-HRTimeline
Bullock Wealth Management Group8,818$1.06M0.52%+7713F-HRTimeline
Axis Wealth Partners, LLC8,771$1.05M0.58%+33213F-HRTimeline
Peak Planning Group, LLC8,755$1.05M0.3%+3,62913F-HRTimeline
PCG ASSET MANAGEMENT, LLC8,665$1.05M0.84%-16513F-HRTimeline
Vilga Financial Planning LLC8,700$1.05M1%13F-HRTimeline
Forefront Wealth Partners, LLC8,699$1.05M0.49%+1,11113F-HRTimeline
AdvisorNet Financial, Inc8,695$1.04M0.06%+82013F-HRTimeline
SWEENEY & MICHEL, LLC7,892$1.04M0.31%-6013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments8,644$1.04M0.06%+5,61013F-HRTimelineGroup
Tandem Investment Partners LLC8,635$1.04M0.88%-15013F-HRTimeline
Keystone Financial Group, Inc.8,631$1.04M0.54%+3913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.8,620$1.04M0.01%+2,29013F-HRTimeline
Plante Moran Financial Advisors, LLC8,616$1.04M0.07%-3213F-HRTimeline
Gemmer Asset Management LLC8,614$1.04M0.08%+1,23513F-HRTimeline
Inscription Capital, LLC8,607$1.03M0.11%-11813F-HRTimeline
Bragg Financial Advisors, Inc8,594$1.03M0.03%013F-HRTimeline
Carr Financial Group Corp8,593$1.03M0.28%-3,61713F-HRTimeline
Ipswich Investment Management Co., Inc.8,584$1.03M0.24%-2213F-HRTimeline
GeoWealth Management, LLC8,550$1.03M0.04%+2,71713F-HRTimeline
Linscomb Wealth, Inc.8,522$1.02M0.04%-3513F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,500$1.02M<0.01%013F-HRTimelineGroup
Prospect Financial Services LLC8,462$1.02M0.58%-21913F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,459$1.02M0.59%-9413F-HRTimeline
Pacific Center for Financial Services8,552$1.02M0.26%013F-HRTimeline
DF DENT & CO INC8,436$1.01M0.01%new13F-HRTimeline
ORG Partners LLC8,433$1.01M0.18%+6713F-HRTimeline
Birchcreek Wealth Management, LLC8,423$1.01M0.5%+6013F-HRTimeline
Sound Financial Strategies Group, LLC8,421$1.01M0.71%-5813F-HRTimeline
MFA Wealth Services8,402$1.01M0.68%+31613F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp8,390$1.01M0.01%+1,00013F-HRTimelineGroup
Evolution Wealth Advisors, LLC8,340$1M0.1%+2113F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC8,336$1M0.1%+48213F-HRTimeline
Formidable Asset Management, LLC8,417$1M0.15%-42813F-HRTimeline
Nolet Wealth Management, LLC8,306$998K0.56%13F-HR/ATimeline
Great Point Wealth Advisors, LLC8,292$997K0.18%-1,17813F-HRTimeline
NWF Advisory Services Inc.8,290$996K0.11%-53413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,251$992K0.06%-40813F-HRTimeline
American Trust8,223$988K0.08%-47113F-HRTimeline
Sageworth Trust Co of South Dakota8,203$986K0.81%013F-HRTimeline
White Knight Strategic Wealth Advisors,…8,150$979K0.72%+1,13513F-HRTimeline
CALTON & ASSOCIATES, INC.8,104$974K0.14%+90513F-HRTimeline
Objective Capital Management, LLC8,079$971K0.99%+20413F-HRTimeline
Sharkey, Howes & Javer8,056$968K0.12%-1,64113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC8,047$967K0.11%-2313F-HRTimeline
Pacific Sun Financial Corp8,045$967K0.47%-12013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,042$967K0.03%-33613F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS7,984$960K0.04%-12813F-HRTimelineGroup
Vannoy Advisory Group, Inc.7,967$957K0.61%013F-HRTimeline
1834 INVESTMENT ADVISORS CO7,921$952K0.12%+10513F-HRTimeline
Insight Advisors, LLC/ PA7,913$951K0.14%+32113F-HRTimeline
Probity Advisors, Inc.7,914$951K0.15%-10013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.7,895$949K0.12%+28413F-HRTimeline
Phillips Wealth Planners LLC7,273$946K0.76%+5,07813F-HRTimeline
Marks Group Wealth Management, Inc7,863$945K0.09%013F-HRTimeline
First Bancorp, Inc /ME/7,806$938K0.5%-2913F-HRTimeline
Trivium Point Advisory, LLC7,803$938K0.09%-4013F-HRTimeline
Orion Capital Management LLC7,803$938K0.32%-2313F-HRTimeline
PITCAIRN COgroup of 2 filers holding7,798$937K-10,559Timeline
Encompass More Asset Management7,783$935K0.17%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…7,781$935K0.2%+5,86213F-HRTimeline
Petersen Hastings Wealth Advisors Inc.7,765$933K0.09%13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC7,739$930K0.13%+1213F-HRTimeline
SONATA CAPITAL GROUP INC7,727$929K0.34%-27913F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,725$928K0.04%-57913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,720$928K0.04%-513F-HRTimeline
Capital Developers, LLC7,702$926K0.83%13F-HRTimeline
Balance Wealth Partners LLC7,696$925K0.3%+35413F-HRTimeline
Tufton Capital Management7,683$923K0.16%+4613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC7,634$917K0.01%-28013F-HRTimelineGroup
Three Seasons Wealth, LLC7,631$917K0.09%-55713F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC7,609$914K0.26%013F-HRTimeline
Sound View Wealth Advisors Group, LLC7,605$914K0.06%-5013F-HRTimeline
COWA, LLC7,605$914K0.28%013F-HRTimeline
Opulen Financial Group LLC7,605$914K0.67%+62713F-HRTimeline
CrossGen Wealth, LLC7,601$914K0.8%13F-HRTimeline
BluePrint Investing LLC7,596$913K0.82%13F-HRTimeline
Baltimore-Washington Financial Advisors…7,592$912K0.04%-44013F-HRTimeline
Victrix Investment Advisors7,581$911K0.35%new13F-HRTimeline
Corundum Group, Inc.7,580$911K0.31%-62813F-HRTimeline
Cambria Investment Management, L.P.7,552$908K0.05%+5,07113F-HRTimeline
Camarda Financial Advisors, LLC7,543$907K0.35%-26413F-HRTimeline
Centurion Wealth Management LLC7,535$906K0.2%+8113F-HRTimeline
Greenhouse Wealth Management, LLC7,516$903K0.53%+3113F-HRTimeline
Bowman & Co S.C.7,513$903K0.38%+19913F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC7,500$901K0.28%013F-HRTimeline
Foster Group, Inc.7,476$898K0.03%-58813F-HRTimeline
Miller Capital Partners, Inc.7,468$898K0.46%13F-HRTimeline
TL Private Wealth7,095$897K0.35%-1,08413F-HR/ATimeline
Edgemoor Investment Advisors, Inc.7,454$896K0.07%-1,55513F-HRTimeline
M.E. ALLISON & CO., INC.7,382$887K0.6%013F-HRTimeline
Richmond Investment Services, LLC7,370$886K0.15%+1,36413F-HRTimeline
Claro Advisors Inc.7,335$881K0.12%+2213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC7,318$879K0.05%+14213F-HRTimelineGroup
RF&L WEALTH MANAGEMENT, LLC7,314$879K0.49%+15013F-HRTimeline
Loudon Investment Management, LLC7,297$877K0.46%+2,00513F-HRTimeline
Sensible Money, LLC7,291$876K0.28%+113F-HRTimeline
American Capital Advisory, LLC7,280$875K0.38%+1513F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…7,280$875K0.11%13F-HRTimeline
Ignite Planners, LLC6,878$874K0.13%+35713F-HRTimeline