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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
Professional Financial Advisors, LLC5,980$711K0.15%-6413F-HRTimeline
Insight Wealth Strategies, LLC5,971$710K0.08%-12113F-HRTimeline
HFG Advisors, Inc.5,948$707K0.52%-6913F-HRTimeline
Advisory Alpha, LLC5,909$707K0.02%-14913F-HRTimeline
McIlrath & Eck, LLC5,941$706K0.07%+13513F-HRTimeline
Outlook Wealth Advisors, LLC5,922$704K0.18%-66713F-HRTimeline
Confluence Wealth Services, Inc.5,919$703K0.03%-1,09213F-HRTimeline
Dupree Financial Group, LLC5,918$703K0.27%-7413F-HRTimeline
Creekside Partners5,914$703K0.31%-19613F-HRTimeline
Strategic Wealth Partners, Ltd.5,904$702K0.05%-2,22813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV5,883$699K0.2%-15713F-HRTimeline
McNaughton Wealth Management, LLC5,882$699K0.29%+213F-HRTimeline
Brightwater Advisory LLC5,881$699K0.48%-7713F-HRTimeline
Meridian Wealth Advisors, LLC5,879$699K0.1%+12513F-HRTimeline
Fortune Financial Advisors, LLC5,861$697K0.52%-1,88713F-HRTimeline
PAX Financial Group, LLC5,847$695K0.13%-87313F-HRTimeline
TABLEAUX LLC5,845$695K0.28%+2,92213F-HRTimeline
Stokes Capital Advisors, LLC5,845$695K0.16%-31313F-HRTimeline
GeoWealth Management, LLC5,833$693K0.03%+3,50113F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,834$693K0.04%-25413F-HRTimeline
Janney Capital Management LLC5,823$692K0.04%+28513F-HRTimeline
MOTIVE WEALTH ADVISORS5,822$692K0.3%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,821$692K0.23%+913F-HRTimeline
Kearns & Associates LLC5,808$690K0.37%013F-HRTimeline
SteelPeak Wealth, LLC5,806$690K0.02%-22013F-HRTimeline
Crews Bank & Trust5,796$689K0.1%-2513F-HRTimeline
American Investment Services, Inc.5,786$688K0.17%+15013F-HRTimeline
S.E.E.D. Planning Group LLC5,785$687K0.2%+17813F-HRTimeline
Advanced Asset Management Advisors Inc5,781$687K0.18%013F-HRTimeline
Stelac Advisory Services LLC5,774$686K0.24%-78713F-HRTimeline
CONNORS INVESTOR SERVICES INC5,773$686K0.06%+9513F-HRTimeline
CWA Asset Management Group, LLC5,768$685K0.03%+72913F-HRTimeline
Vise Technologies, Inc.5,759$684K0.03%-4,29113F-HRTimeline
Crew Capital Management, Ltd5,731$681K0.46%-1,98513F-HRTimeline
American Institute for Advanced Investm…5,729$681K0.45%-4613F-HRTimeline
Bouchey Financial Group, Ltd.5,712$679K0.05%-6713F-HRTimeline
Ledyard National Bank5,677$675K0.06%+6713F-HRTimeline
Lion Street Advisors, LLC5,958$674K0.23%+3,08213F-HRTimeline
Ashford Advisors, LLC5,662$673K0.15%+4,37213F-HRTimeline
Brookmont Capital Management5,652$672K0.37%-1,98213F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…5,645$671K0.39%-44513F-HRTimeline
Strathmore Capital Advisors, Inc.5,621$668K0.27%+35013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,612$667K0.05%+113F-HRTimeline
Roble, Belko & Company, Inc5,608$666K0.09%-36,72313F-HRTimeline
InvesTrust5,604$666K0.24%-713F-HRTimeline
Main Street Group, LTD5,599$665K0.19%+62313F-HRTimeline
GPS Wealth Strategies Group, LLC5,594$665K0.07%+3,10613F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,592$664K0.01%-51813F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,581$663K<0.01%013F-HRTimelineGroup
MONEYWISE, INC.5,573$662K0.3%-1,10213F-HRTimeline
River Wealth Advisors LLC5,562$661K0.08%-11113F-HRTimeline
CNB Bank5,551$660K0.27%-1613F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC5,550$660K0.3%-40013F-HRTimeline
Adams Wealth Management5,542$659K0.14%-8,13313F-HRTimeline
CacheTech Inc.5,542$659K0.13%-8,13313F-HRTimeline
SIERRA SUMMIT ADVISORS LLC5,534$658K0.1%-33013F-HRTimeline
GGM Financial LLC5,527$657K0.33%-31713F-HRTimeline
Exchange Bank5,526$657K0.46%-3213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,493$653K0.18%-65013F-HRTimeline
Aprio Wealth Management, LLC5,490$652K0.06%-7313F-HRTimeline
W ADVISORS, LLC5,490$652K0.34%-5613F-HRTimeline
Tyche Wealth Partners LLC5,476$651K0.11%-4,15913F-HRTimeline
Alexander Randolph Advisory, Inc.5,473$650K0.54%+35513F-HRTimeline
Clark Asset Management, LLC5,448$647K0.08%+1,85213F-HRTimeline
Landing Point Financial Group, LLC5,447$647K0.34%-4,27913F-HRTimeline
Main Street Financial Solutions, LLC5,445$647K0.04%+43713F-HRTimeline
SP Asset Management LLC5,441$647K0.05%+2713F-HRTimeline
21 West Wealth Management LLC5,436$646K0.61%013F-HRTimeline
Wealth Group Ltd5,402$642K0.15%+5313F-HRTimeline
Sunpointe, LLC5,393$641K0.23%013F-HRTimeline
Costello Asset Management, INC5,393$641K0.21%+62813F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,386$640K0.09%+1413F-HRTimeline
Modus Advisors, LLC5,376$639K0.17%-1813F-HRTimeline
Northstar Advisory Group, LLC5,364$637K0.26%-3313F-HRTimeline
Alhambra Investment Management LLC5,361$637K0.3%+2513F-HRTimeline
Qube Research & Technologies Ltd5,353$636K<0.01%-841,99913F-HRTimeline
Hoxton Planning & Management, LLC5,335$634K0.2%+3413F-HRTimeline
Loudon Investment Management, LLC5,292$629K0.33%+28213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,289$628K0.05%+913F-HRTimeline
BANQUE PICTET & CIE SA5,249$624K0.01%013F-HRTimeline
Daner Wealth Management, LLC5,304$624K0.4%-213F-HRTimeline
GreatBanc Trust CO5,238$622K0.43%13F-HRTimeline
JB Capital LLC5,228$621K0.03%+48613F-HRTimeline
Sendero Wealth Management, LLC5,222$621K0.07%-44813F-HRTimeline
Strategic Financial Planning, Inc.5,220$620K0.36%013F-HRTimeline
Haverford Financial Services, Inc.5,210$619K0.17%013F-HRTimeline
Glass Jacobson Investment Advisors llc5,195$617K0.22%+19413F-HRTimeline
Fiduciary Wealth Partners, LLC5,183$616K0.26%+5,18313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,183$616K0.04%+61113F-HRTimeline
Seaside Wealth Management, Inc.5,157$613K0.18%013F-HRTimeline
3Chopt Investment Partners, LLC5,150$612K0.14%-5413F-HRTimeline
Willow Creek Wealth Management Inc.5,145$611K0.05%013F-HRTimeline
Peak Planning Group, LLC5,126$609K0.32%013F-HRTimeline
Clear Harbor Asset Management, LLC5,123$609K0.04%-113F-HR/ATimeline
Carson Advisory Inc.5,114$608K0.33%-69913F-HRTimeline
BAM Wealth Management, LLC5,111$607K0.47%13F-HRTimeline
KW WEALTH MANAGEMENT LLC5,101$606K1.03%13F-HRTimeline
TSFG, LLC5,103$606K0.1%-44313F-HRTimeline
Gilman Hill Asset Management, LLC5,075$603K0.09%-2,25513F-HRTimeline
Somerset Trust Co5,059$601K0.19%013F-HRTimeline
Private Capital Management, LLC5,046$600K0.06%+1,20613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC5,045$599K0.14%+1,90113F-HRTimeline
Jackson Hole Capital Partners, LLC5,034$598K0.1%+42413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC5,028$597K<0.01%+20613F-HRTimelineGroup
Kathleen S. Wright Associates Inc.5,002$594K0.22%-18013F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP5,000$594K0.01%013F-HRTimelineGroup
Davidson Kahn Capital Management, LLC4,993$593K0.33%-413F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…4,877$593K0.27%new13F-HRTimeline
Avondale Wealth Management4,980$592K0.32%013F-HRTimeline
Bogart Wealth, LLC4,978$592K0.02%+1,00913F-HRTimeline
Live Oak Private Wealth LLC4,911$584K0.08%-5213F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC4,910$583K0.18%+26613F-HRTimeline
Kovack Advisors, Inc.4,901$582K0.05%-50313F-HRTimeline
Flywheel Private Wealth LLC4,896$582K0.45%-84213F-HRTimeline
GWN SECURITIES INC.4,871$579K0.13%+2513F-HRTimeline
WMG Financial Advisors, LLC4,871$579K0.19%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC4,869$579K0.11%-57413F-HRTimeline
Pallas Capital Advisors LLC4,849$576K0.02%-12913F-HRTimeline
FMB WEALTH MANAGEMENT4,846$576K0.24%-1,09013F-HRTimeline
Upper Left Wealth Management, LLC4,844$576K0.36%-18813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management4,815$572K<0.01%-388,39613F-HRTimelineGroup
Strategies Wealth Advisors, LLC4,812$572K0.06%-2,22313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC4,807$571K0.02%-27213F-HRTimeline
POSTROCK PARTNERS LLC4,800$570K0.25%013F-HRTimeline
PATTEN & PATTEN INC/TN4,759$565K0.03%+1,82713F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)4,758$565K0.2%-413F-HRTimeline
North Star Investment Management Corp.4,749$564K0.04%+313F-HRTimeline
Financial Perspectives, Inc4,744$564K0.16%-8813F-HRTimeline
UPTICK PARTNERS, LLC4,744$564K0.15%-21013F-HRTimeline
Argent Advisors, Inc.4,724$561K0.17%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…4,666$560K<0.01%013F-HRTimeline
CAPITAL CITY TRUST CO/FL4,714$560K0.14%-40013F-HRTimeline
Grant Private Wealth Management Inc4,698$558K0.34%new13F-HRTimeline
WealthBridge Capital Management, LLC4,697$558K0.13%013F-HRTimeline
Dale Q Rice Investment Management Ltd4,723$557K0.39%-33213F-HRTimeline
Total Clarity Wealth Management, Inc.4,687$557K0.15%-17613F-HRTimeline
Pinnacle Financial Group, LLC / IL4,684$557K0.17%+5313F-HRTimeline
Lakeridge Wealth Management LLC4,683$556K0.25%+2913F-HRTimeline
Winthrop Advisory Group LLC4,681$556K0.05%+92913F-HRTimeline
Beacon Bank & Trust4,680$556K0.12%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC4,667$555K0.12%+113F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC4,664$554K0.51%+30313F-HRTimeline
Finley Financial, LLC4,660$554K0.26%013F-HRTimeline
Williams Jones Wealth Management, LLC.4,651$553K0.01%-61813F-HRTimeline
Running Point Capital Advisors, LLC4,640$551K0.15%013F-HRTimeline
JGP Wealth Management, LLC4,572$547K0.06%013F-HRTimeline
Lazard Freres Gestion S.A.S.4,602$546K0.01%013F-HRTimeline
Parkside Investments, LLC4,594$546K0.07%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,573$543K<0.01%-45513F-HRTimelineGroup
BSW Wealth Partners4,570$543K0.07%-2213F-HRTimeline
Financial Council, LLC4,569$543K0.24%-413F-HRTimeline
CBIZ Investment Advisory Services, LLC4,560$542K0.02%+2413F-HRTimeline
Maia Wealth LLC4,528$539K0.09%-28513F-HRTimeline
Bonfire Financial4,516$537K0.41%+113F-HRTimeline
DDD Partners, LLC4,508$536K0.03%+1,54913F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC4,501$535K0.34%013F-HRTimeline
Alta Wealth Advisors LLC4,499$535K0.19%-11613F-HRTimeline
DOLIVER ADVISORS, LP4,497$534K0.14%-10513F-HRTimeline
Tassel Capital Management, Inc.4,483$533K0.34%-2113F-HRTimeline
Relyea Zuckerberg Hanson LLC4,482$533K0.06%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,471$531K0.01%-4213F-HRTimelineGroup
Medallion Wealth Advisors, LLC4,463$531K0.19%-57613F-HRTimeline
Charter Oak Capital Management, LLC4,466$531K0.04%+19813F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT4,459$530K0.1%013F-HRTimeline
S.A. Mason LLC4,453$529K0.23%-2513F-HRTimeline
Howard Capital Management Group, LLC4,449$529K0.03%013F-HRTimeline
TOWNSQUARE CAPITAL LLC4,444$528K0.08%-63913F-HRTimeline
Asset Allocation & Management Company, …4,441$528K0.22%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,437$527K0.11%013F-HRTimeline
Triad Wealth Partners, LLC4,432$527K0.07%+47713F-HRTimeline
GDS Wealth Management4,422$525K0.03%+34813F-HRTimeline
EPG Wealth Management LLC4,415$525K0.14%-1,08513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,411$524K0.08%+7213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,408$524K0.05%013F-HRTimeline
Shared Vision Wealth Group LLC4,402$523K0.22%-17613F-HRTimeline
TRED AVON FAMILY WEALTH, LLC4,404$523K0.18%13F-HRTimeline
Nautilus Advisors LLC4,394$522K0.35%+90413F-HRTimeline
SFG Wealth Management, LLC.4,393$522K0.23%+1413F-HRTimeline
Clear Point Advisors Inc.4,390$522K0.41%-1913F-HRTimeline
Nabity-Jensen Investment Management Inc4,380$520K0.36%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,375$520K0.08%-7013F-HRTimeline
Cove Private Wealth, LLC4,365$519K0.16%013F-HRTimeline
Courage Miller Partners, LLC4,362$518K0.16%-12713F-HRTimeline
Stokes Family Office, LLC4,357$518K0.05%+22913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,353$517K0.3%+6013F-HRTimeline
FC Advisory LLC4,348$517K0.15%+1113F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC4,340$516K0.1%+1313F-HRTimeline
Quantbot Technologies LP4,334$515K0.01%-25,82513F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,330$515K0.03%+12113F-HRTimeline
Investment Research Partners LLC4,327$514K0.23%13F-HRTimeline
Bestgate Wealth Advisors, LLC4,323$514K0.91%-2,63413F-HRTimeline
Clare Market Investments LLC4,320$513K0.1%+1,03113F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,320$513K0.01%013F-HRTimelineGroup
Kooman & Associates4,300$511K0.16%+4513F-HRTimeline
Balboa Wealth Partners4,284$509K0.09%+92313F-HRTimeline
Leisure Capital Management4,283$509K0.17%-1713F-HRTimeline
Orange Investment Advisors, Inc.4,261$506K0.05%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,237$503K0.02%+67613F-HRTimeline
FWG Investments, LLC.4,234$503K0.35%-38313F-HRTimeline
Pine Haven Investment Counsel, Inc4,230$503K0.36%013F-HRTimeline