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Disclosery

IJR ISHARES TR

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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
MLP3, LLC10,651$1.32M1.46%-2213F-HRTimeline
Bedminster, LLC10,626$1.32M1.23%-41913F-HRTimeline
Maltin Wealth Management, Inc.10,607$1.32M0.5%+33213F-HRTimeline
Milestone Investment Advisors LLC10,587$1.32M0.32%-76113F-HRTimeline
Integrated Investment Consultants, LLC10,581$1.32M0.28%-21413F-HRTimeline
AssuredPartners Investment Advisors, LLC10,398$1.31M0.14%+79413F-HRTimeline
TI-TRUST, INC10,546$1.31M0.78%013F-HRTimeline
Pasadena Private Wealth, LLC10,467$1.3M0.18%-7613F-HRTimeline
Christensen, King & Associates Investme…10,464$1.3M0.56%+42813F-HRTimeline
Oliver Luxxe Assets LLC10,442$1.3M0.19%-1113F-HRTimeline
Aviance Capital Partners, LLC10,354$1.29M0.15%+34613F-HRTimeline
Crusonia Wealth Advisors LLC10,318$1.28M0.26%-33013F-HRTimeline
Finward Bancorp10,302$1.28M1.02%+70513F-HRTimeline
FLC Capital Advisors10,283$1.28M0.23%-60413F-HRTimeline
Lincoln Capital LLC10,296$1.28M0.24%-1213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,271$1.28M0.04%-1,76113F-HR/ATimelineGroup
SAXON INTERESTS, INC.10,226$1.27M0.44%-1,19213F-HRTimeline
Compass Ion Advisors, LLC10,215$1.27M0.12%-2413F-HRTimeline
Lansing Street Advisors10,183$1.27M0.32%+1613F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co10,169$1.26M0.08%-1,43613F-HRTimelineGroup
Paladin Advisory Group, LLC10,159$1.26M0.96%-82213F-HRTimeline
Aprio Wealth Management, LLC10,146$1.26M0.07%+5,87213F-HRTimeline
Manhattan West Asset Management, LLC10,143$1.26M0.25%-2513F-HRTimeline
Asset One Wealth Management LLC9,322$1.26M0.14%+7,15713F-HRTimeline
Sound Income Strategies, LLC10,070$1.26M0.06%+58413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC10,099$1.26M0.35%-2813F-HRTimeline
Solstein Capital, LLC10,073$1.25M0.51%013F-HRTimeline
Ausdal Financial Partners, Inc.10,056$1.25M0.06%+99313F-HRTimeline
Severin Investments, LLC10,050$1.25M1.07%+15613F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC10,017$1.25M0.11%13F-HRTimelineGroup
KOM Wealth Management Group, LLC10,014$1.24M0.85%-2,58013F-HRTimeline
MONECO ADVISORS, LLC10,002$1.24M0.1%-67913F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC10,000$1.24M0.1%-5,00013F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC9,998$1.24M0.57%-79413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC9,975$1.24M0.65%013F-HRTimeline
Index Fund Advisors, Inc.9,954$1.24M0.06%+1413F-HRTimeline
Wealth Dimensions Group, Ltd.9,952$1.24M0.24%-16013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,931$1.23M0.04%+1,88913F-HRTimeline
Sherry Group, Inc.9,878$1.23M1.34%+113F-HRTimeline
Sovereign Financial Group, Inc.9,853$1.22M0.21%-1,34413F-HRTimeline
Sound Financial Strategies Group, LLC9,850$1.22M0.84%+1,42913F-HRTimeline
Broadview Financial Management, LLC9,831$1.22M0.83%+1413F-HRTimeline
GS Investments, Inc.9,764$1.21M0.7%+9013F-HRTimeline
NIXON PEABODY TRUST CO9,742$1.21M0.1%-11,30313F-HRTimeline
Alpha Omega Wealth Management LLC9,733$1.21M0.2%+1113F-HRTimeline
Quadrant Private Wealth Management, LLC9,684$1.2M0.19%-1,87713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.9,673$1.2M0.06%-11,93313F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC9,621$1.2M1.87%-45813F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska9,565$1.19M0.12%-1,19513F-HRTimelineGroup
Equity Wealth Partners, LLC9,558$1.19M0.77%-16313F-HRTimeline
TCV Trust & Wealth Management, Inc.9,555$1.19M0.1%-89013F-HRTimeline
BlueChip Wealth Advisors LLC9,536$1.19M0.52%-20513F-HRTimeline
Corsicana & Co.11,332$1.18M0.75%-61013F-HRTimeline
Forefront Wealth Partners, LLC9,525$1.18M0.5%+82613F-HRTimeline
National Wealth Management Group, LLC9,520$1.18M0.44%+31113F-HRTimeline
KG Capital Management9,487$1.18M0.85%-1,27713F-HRTimeline
Clearwater Capital Advisors, LLC9,471$1.18M0.1%-89613F-HRTimeline
AdvisorNet Financial, Inc9,456$1.18M0.06%+76113F-HRTimeline
NWF Advisory Services Inc.9,427$1.17M0.13%+1,13713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …9,414$1.17M0.19%+4113F-HRTimelineGroup
Atlantic Edge Private Wealth Management…9,397$1.17M0.29%+7,28513F-HRTimeline
Layline Advisors, LLC9,380$1.17M1.3%13F-HRTimeline
Legacy Financial Group LLC9,362$1.16M0.15%013F-HRTimeline
BIP Wealth, LLC9,361$1.16M0.05%-31013F-HRTimeline
Baker Ellis Asset Management LLC9,338$1.16M0.14%-22313F-HRTimeline
Maryland State Retirement & Pension Sys…9,330$1.16M0.02%+11313F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC9,318$1.16M0.05%-2,57713F-HRTimeline
OPINICUS CAPITAL, INC.9,289$1.15M0.81%-6713F-HRTimeline
Waterloo Capital, L.P.9,267$1.15M0.08%-2113F-HRTimeline
Roundview Capital LLC9,264$1.15M0.07%-42413F-HRTimeline
Cassaday & Co Wealth Management LLC9,235$1.15M0.02%+21513F-HRTimeline
Sandy Cove Advisors, LLC9,204$1.14M0.34%+12313F-HRTimeline
TD Capital Management LLC9,201$1.14M0.1%+16613F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…9,179$1.14M0.25%+8413F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,172$1.14M0.04%-2,81213F-HRTimeline
Sendero Wealth Management, LLC9,163$1.14M0.13%+17813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.9,150$1.14M0.11%-41513F-HRTimeline
Bullock Wealth Management Group9,092$1.14M0.57%+27413F-HRTimeline
Bright Futures Wealth Management, LLC.9,124$1.13M0.78%-4213F-HRTimeline
Compton Financial Group, LLC9,072$1.13M0.25%-1,62413F-HRTimeline
SHP Wealth Management9,037$1.12M0.08%-1,01513F-HRTimeline
Birchcreek Wealth Management, LLC9,032$1.12M0.54%+60913F-HRTimeline
Laurel Wealth Planning LLC9,027$1.12M0.59%-21713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,026$1.12M0.15%-313F-HRTimeline
Prosperity Bancshares Inc9,010$1.12M0.9%-21813F-HRTimeline
Clearview Wealth Management LLC8,988$1.12M0.79%13F-HRTimeline
IFC Advisors LLC8,979$1.12M0.16%-1,30013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP8,972$1.12M0.09%-2513F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co8,965$1.11M0.05%+2,02513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,963$1.11M0.08%-1,68413F-HRTimeline
PURSUIT WEALTH STRATEGIES, LLC8,936$1.11M1.54%-28513F-HRTimeline
NavPoint Financial, Inc.8,930$1.11M0.45%+613F-HRTimeline
Cannell & Spears LLC8,930$1.11M0.02%+1013F-HR/ATimeline
SG Americas Securities, LLC8,907$1.11M<0.01%-22,46213F-HRTimeline
Axis Wealth Partners, LLC8,892$1.11M0.59%+12113F-HRTimeline
EdgeRock Capital LLC8,871$1.1M0.3%-2013F-HRTimeline
71 West Capital Partners8,838$1.1M0.05%+4,27013F-HRTimeline
Steelhead Wealth Management LLC8,765$1.09M0.55%13F-HRTimeline
Nelson Capital Management, LLC8,737$1.09M0.13%-44913F-HRTimeline
Cosner Financial Group, LLC8,713$1.08M0.59%-32313F-HRTimeline
Vilga Financial Planning LLC8,700$1.08M0.97%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO8,686$1.08M0.11%+6,99713F-HRTimeline
Texas Bank & Trust Co8,681$1.08M0.41%-17913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,677$1.08M0.07%+42613F-HRTimeline
Peak Planning Group, LLC8,643$1.07M0.3%-11213F-HRTimeline
Plante Moran Financial Advisors, LLC8,641$1.07M0.07%+2513F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…8,634$1.07M0.1%13F-HRTimelineGroup
Helium Advisors LLC8,596$1.07M1.02%+2,90113F-HRTimeline
Farnam Financial LLC8,592$1.07M0.88%-1,11513F-HRTimeline
Ipswich Investment Management Co., Inc.8,584$1.07M0.25%013F-HRTimeline
PW ADVISORS, LLC \ FL8,572$1.07M0.8%-4,80013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.8,554$1.06M0.14%+65913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC8,527$1.06M0.02%+89313F-HRTimelineGroup
Victrix Investment Advisors8,511$1.06M0.38%+93013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,504$1.06M0.62%+4513F-HRTimeline
Bragg Financial Advisors, Inc8,502$1.06M0.03%-9213F-HRTimeline
Forum Private Client Group LLC8,458$1.05M0.35%-69313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC8,432$1.05M0.11%+9613F-HRTimeline
Gemmer Asset Management LLC8,413$1.05M0.08%-20113F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp8,390$1.04M0.01%013F-HRTimelineGroup
KMT WEALTH MANAGEMENT, LLC8,383$1.04M0.57%+1,84113F-HRTimeline
Capital Management Associates, Inc8,366$1.04M0.24%-1,12913F-HRTimeline
MFA Wealth Services8,359$1.04M0.69%-4313F-HRTimeline
SWEENEY & MICHEL, LLC7,874$1.04M0.31%-1813F-HRTimeline
Inscription Capital, LLC8,345$1.04M0.11%-26213F-HRTimeline
Curry Webb Wealth Management LLC8,336$1.04M0.49%-3,58313F-HRTimeline
Woodward Financial Advisors, Inc.8,538$1.03M0.4%-45413F-HRTimeline
Foster Group, Inc.8,269$1.03M0.03%+79313F-HRTimeline
Tandem Investment Partners LLC8,205$1.02M0.86%-43013F-HRTimeline
Great Point Wealth Advisors, LLC8,187$1.02M0.19%-10513F-HRTimeline
INNEALTA CAPITAL, LLC8,185$1.02M0.63%new13F-HRTimeline
Formidable Asset Management, LLC8,415$1.01M0.16%-213F-HRTimeline
Tufton Capital Management8,122$1.01M0.18%+43913F-HRTimeline
Sageworth Trust Co of South Dakota8,103$1.01M0.8%-10013F-HRTimeline
Root Financial Partners, LLC8,089$1.01M0.05%+1,30813F-HRTimeline
CALTON & ASSOCIATES, INC.8,083$1M0.14%-2113F-HRTimeline
Eaton Financial Holdings Company, LLC8,079$1M0.33%-1,18213F-HRTimeline
Sound View Wealth Advisors Group, LLC8,067$1M0.07%+46213F-HRTimeline
Sharkey, Howes & Javer8,056$1M0.13%013F-HRTimeline
Keystone Financial Group, Inc.8,026$998K0.52%-60513F-HRTimeline
SONATA CAPITAL GROUP INC8,020$997K0.37%+29313F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV7,992$993K0.36%-85613F-HRTimeline
TRB Wealth Management, LLC7,984$992K0.14%13F-HRTimeline
Vannoy Advisory Group, Inc.7,970$991K0.63%+313F-HRTimeline
Prospect Financial Services LLC7,962$990K0.6%-50013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC7,935$986K0.11%-11213F-HRTimeline
Pacific Sun Financial Corp7,890$981K0.48%-15513F-HRTimeline
1834 INVESTMENT ADVISORS CO7,871$978K0.12%-5013F-HRTimeline
Marks Group Wealth Management, Inc7,863$977K0.09%013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP7,846$975K<0.01%new13F-HRTimelineGroup
Spartan Wealth Advisory Services LLC7,844$975K0.09%13F-HRTimeline
Orion Capital Management LLC7,803$970K0.33%013F-HRTimeline
GeoWealth Management, LLC7,801$970K0.03%-74913F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC7,779$967K0.12%+4013F-HRTimeline
180 WEALTH ADVISORS, LLC7,763$965K0.11%-1,36613F-HRTimeline
Probity Advisors, Inc.7,727$961K0.15%-18713F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA7,725$960K0.04%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…7,720$960K0.06%013F-HRTimeline
Ignite Planners, LLC7,667$958K0.15%+78913F-HRTimeline
GM Advisory Group, LLC7,698$957K0.04%+1,89313F-HRTimeline
Evolution Wealth Advisors, LLC7,694$956K0.1%-64613F-HRTimeline
Objective Capital Management, LLC7,693$956K0.97%-38613F-HRTimeline
Capital Developers, LLC7,692$956K0.86%-1013F-HRTimeline
Camarda Financial Advisors, LLC7,682$955K0.5%+13913F-HRTimeline
MMA ASSET MANAGEMENT LLC7,663$953K0.34%-1,47413F-HRTimeline
First Nebraska Trust Co7,662$952K0.09%+65513F-HRTimeline
Opulen Financial Group LLC7,622$947K0.67%+1713F-HRTimeline
Baltimore-Washington Financial Advisors…7,597$944K0.04%+513F-HRTimeline
Miller Capital Partners, Inc.7,591$944K0.46%+12313F-HRTimeline
Total Clarity Wealth Management, Inc.7,582$943K0.22%+1,51713F-HRTimeline
Integrity Wealth Partners, LLC7,569$941K0.85%13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…7,556$939K0.11%+27613F-HRTimeline
CrossGen Wealth, LLC7,556$939K0.82%-4513F-HRTimeline
Phillips Wealth Planners LLC6,824$937K0.71%-44913F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO7,797$937K0.09%-113F-HRTimelineGroup
Centurion Wealth Management LLC7,516$934K0.21%-1913F-HRTimeline
Greenhouse Wealth Management, LLC7,527$933K0.58%+1113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC7,505$933K0.27%-10413F-HRTimeline
Y-Intercept (Hong Kong) Ltd7,499$932K0.02%+1,58613F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC7,489$931K0.7%+17513F-HRTimeline
First Bancorp, Inc /ME/7,486$931K0.46%-32013F-HRTimeline
Edgemoor Investment Advisors, Inc.7,454$927K0.07%013F-HRTimeline
Insight Advisors, LLC/ PA7,409$921K0.18%-50413F-HRTimeline
M.E. ALLISON & CO., INC.7,382$918K0.61%013F-HRTimeline
Trueblood Wealth Management, LLC7,375$917K0.36%+79913F-HRTimeline
American Capital Advisory, LLC7,339$912K0.37%+5913F-HRTimeline
Corundum Group, Inc.7,334$912K0.3%-24613F-HRTimeline
Claro Advisors Inc.7,330$911K0.11%-513F-HRTimeline
Three Seasons Wealth, LLC7,317$910K0.35%-31413F-HRTimeline
Richmond Investment Services, LLC7,301$908K0.15%-6913F-HRTimeline
Sensible Money, LLC7,292$906K0.28%+113F-HRTimeline
Loudon Investment Management, LLC7,287$906K0.49%-1013F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.7,265$903K0.25%-7,26513F-HRTimeline
3EDGE Asset Management, LP7,255$902K0.04%+4,27313F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,228$899K0.07%+813F-HRTimeline
Go Invest LLC7,227$898K0.26%+36313F-HRTimeline
Linscomb Wealth, Inc.7,206$896K0.04%-1,31613F-HRTimeline
Kondo Wealth Advisors, Inc.7,196$895K0.34%013F-HRTimeline
Arcus Capital Partners, LLC7,183$893K0.32%-7,70513F-HRTimeline
Winthrop Capital Management, LLC7,150$889K0.23%013F-HRTimeline