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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
Redwood Family Wealth LLC7,232$869K0.86%13F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,220$868K0.07%+2513F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC94,859$865K1.58%-49,47513F-HRTimeline
Kondo Wealth Advisors, Inc.7,196$865K0.33%013F-HRTimeline
Winthrop Capital Management, LLC7,150$859K0.2%-3813F-HRTimeline
LVZ, Inc.7,071$850K0.1%-16,05613F-HR/ATimeline
WFA of San Diego, LLC7,062$849K0.62%-34213F-HRTimeline
PTM WEALTH MANAGEMENT, LLC6,904$848K0.48%-17013F-HRTimeline
SC&H Financial Advisors, Inc.7,031$845K0.13%+1913F-HRTimeline
Powell Investment Advisors, LLC7,028$845K0.29%+3313F-HRTimeline
MOTCO7,025$844K0.08%-2313F-HRTimeline
Twelve Points Wealth Management LLC6,678$844K0.19%new13F-HRTimeline
BARRETT & COMPANY, INC.7,017$843K0.28%+113F-HRTimeline
WATERS PARKERSON & CO., LLC7,016$843K0.04%013F-HRTimeline
S&T Bank/PA7,012$843K0.27%-54213F-HRTimeline
First Nebraska Trust Co7,007$842K0.08%new13F-HRTimeline
Advisors Capital Management, LLC7,002$842K0.01%-8113F-HRTimeline
Pallas Capital Advisors LLC6,963$837K0.03%+2,11413F-HRTimeline
Pine Valley Investments Ltd Liability Co6,940$834K0.04%-7013F-HRTimeline
Capital Advisors Wealth Management, LLC6,924$832K0.11%-89713F-HRTimeline
Equita Financial Network, Inc.6,922$832K0.25%+54713F-HRTimeline
MATAURO, LLC6,881$827K0.12%-5513F-HRTimeline
Larson Financial Group LLC6,870$826K0.03%-54213F-HRTimeline
Go Invest LLC6,864$825K0.27%13F-HRTimeline
DRW Securities, LLC6,831$821K0.06%+3,75513F-HRTimeline
RiverFront Investment Group, LLC6,795$817K0.01%+1813F-HRTimeline
Root Financial Partners, LLC6,781$815K0.04%-37613F-HRTimeline
White Lighthouse Investment Management …6,770$814K0.11%+5013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.6,756$812K0.2%-32413F-HRTimeline
Donor Advised Charitable Giving, Inc.6,741$810K0.02%-23913F-HRTimeline
Capasso Planning Partners LLC6,687$804K0.44%-27113F-HRTimeline
Cooper Financial Group6,683$803K0.09%+53913F-HRTimeline
Horizons Wealth Management6,646$799K0.53%013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD6,643$798K0.52%-21013F-HRTimeline
Commonwealth Financial Services, LLC6,615$795K0.13%+213F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI6,586$792K0.07%-68913F-HRTimeline
Mosley Wealth Management6,634$792K0.36%13F-HRTimeline
Parkside Financial Bank & Trust6,581$791K0.06%-4,30413F-HRTimeline
Emprise Bank6,580$791K0.33%013F-HRTimeline
SWMG, LLC5,991$791K0.22%-51313F-HRTimeline
Trueblood Wealth Management, LLC6,576$790K0.31%+50313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC6,556$788K0.04%-1,81113F-HRTimeline
KMT WEALTH MANAGEMENT, LLC6,542$786K0.42%-1,84113F-HRTimeline
BANK OZK6,475$778K0.27%013F-HRTimeline
LINCOLN CAPITAL CORP6,472$778K0.28%013F-HRTimeline
CONNORS INVESTOR SERVICES INC6,464$777K0.07%+69113F-HRTimeline
Indiana Trust & Investment Management Co6,394$768K0.23%-1,11313F-HRTimeline
Traynor Capital Management, Inc.6,380$767K0.04%-3,09513F-HRTimeline
SIGNATUREFD, LLC6,366$765K0.01%+31613F-HRTimeline
Key Financial Inc6,360$764K0.14%+6913F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC6,355$764K0.18%+1,31013F-HRTimeline
Strategic Wealth Partners, Ltd.6,352$763K0.05%+44813F-HRTimeline
ADE, LLC6,342$762K0.37%-2013F-HRTimeline
Gradient Capital Advisors, LLC6,328$761K0.2%+113F-HRTimeline
Horizon Family Wealth, Inc.6,317$759K0.4%+2613F-HRTimeline
Granite Investment Partners, LLC6,315$759K0.04%+5,04513F-HRTimeline
BKM Wealth Management, LLC6,304$758K0.28%-58213F-HRTimeline
Seven Post Investment Office LP6,298$757K0.27%013F-HRTimeline
Acorn Wealth Advisors, LLC6,294$756K0.23%-60413F-HRTimeline
KLCM Advisors, Inc.6,278$754K0.06%new13F-HRTimeline
Kennebec Savings Bank6,255$752K0.65%013F-HRTimeline
WHITE PINE CAPITAL LLC6,254$752K0.21%+9913F-HRTimeline
PIONEER TRUST BANK N A/OR6,253$751K0.17%013F-HRTimeline
Brio Consultants, LLC6,236$749K0.1%-47213F-HRTimeline
Stokes Capital Advisors, LLC6,201$745K0.17%+35613F-HRTimeline
Cypress Wealth Services, LLC6,197$745K0.1%+3,83413F-HRTimeline
Security National Bank6,193$744K0.11%-74013F-HRTimeline
Ardent Capital Management, Inc.6,183$743K0.29%013F-HRTimeline
Livet Wealth, LLC6,183$743K0.46%13F-HRTimeline
WEALTH EFFECTS LLC6,181$743K0.23%+20013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,162$741K0.05%-1,23813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,140$738K0.3%-16013F-HRTimeline
Ridgeline Wealth Planning, LLC6,113$735K0.52%-51913F-HRTimeline
Truepoint, Inc.6,073$730K0.02%-5413F-HRTimeline
Xcelsior Advisor Partners LLC6,073$730K0.35%13F-HRTimeline
Total Clarity Wealth Management, Inc.6,065$729K0.18%+1,37813F-HRTimeline
Washington Trust Advisors, Inc.6,055$728K0.06%-2713F-HRTimeline
RHUMBLINE ADVISERS6,048$727K<0.01%-40,80813F-HRTimeline
Empirical Asset Management, LLC6,029$725K0.2%-40613F-HRTimeline
Legacy Wealth Partners, LLC5,998$721K0.19%13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC5,995$721K0.32%-56213F-HRTimeline
ETF Store, Inc.5,986$719K0.73%-32913F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC5,977$718K0.04%13F-HRTimeline
Professional Financial Advisors, LLC5,957$716K0.15%-2313F-HRTimeline
Main Street Financial Solutions, LLC5,947$715K0.05%+50213F-HRTimeline
JB Capital LLC5,944$714K0.03%+71613F-HRTimeline
Creekside Partners5,919$711K0.3%+513F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,913$711K0.02%new13F-HRTimeline
Beacon Financial Advisory LLC5,903$709K0.16%-66013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,902$709K0.04%+6813F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,901$709K0.24%+8013F-HR/ATimeline
Rockport Wealth LLC5,888$708K0.14%-3,47113F-HRTimeline
McNaughton Wealth Management, LLC5,885$707K0.29%+313F-HRTimeline
Meridian Wealth Advisors, LLC5,873$706K0.1%-613F-HRTimeline
Argos Wealth Advisors, LLC5,871$706K0.19%13F-HRTimeline
First Heartland Consultants, Inc.5,868$705K0.05%-65413F-HRTimeline
Advisory Alpha, LLC5,862$705K0.02%-4713F-HRTimeline
Dupree Financial Group, LLC5,847$703K0.26%-7113F-HRTimeline
Ledyard National Bank5,843$702K0.06%+16613F-HRTimeline
Yukon Wealth Management, Inc.5,424$701K0.4%-99113F-HRTimeline
Daner Wealth Management, LLC5,302$700K0.43%-213F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,824$700K0.17%+33113F-HRTimeline
MOTIVE WEALTH ADVISORS5,814$699K0.3%-813F-HRTimeline
Kearns & Associates LLC5,808$698K0.36%013F-HRTimeline
GM Advisory Group, LLC5,805$698K0.03%+1,75413F-HRTimeline
Main Street Group, LTD5,793$696K0.24%+19413F-HRTimeline
Janney Capital Management LLC5,794$696K0.04%-2913F-HRTimeline
Brightwater Advisory LLC5,790$696K0.47%-9113F-HRTimeline
KEYVANTAGE WEALTH, LLC5,786$695K0.3%-1,14913F-HRTimeline
Advanced Asset Management Advisors Inc5,781$695K0.19%013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV5,754$691K0.18%-12913F-HRTimeline
Cornerstone Planning Group LLC5,442$691K0.11%-1,43813F-HRTimeline
Outlook Wealth Advisors, LLC5,744$690K0.16%-17813F-HRTimeline
High Probability Advisors, LLC5,731$689K0.09%+2,17713F-HRTimeline
Crew Capital Management, Ltd5,731$689K0.43%013F-HRTimeline
Crews Bank & Trust5,726$688K0.1%-7013F-HRTimeline
Adams Wealth Management5,714$687K0.15%+17213F-HRTimeline
CacheTech Inc.5,714$687K0.13%+17213F-HRTimeline
Shade Tree Advisors LLC5,700$685K0.52%new13F-HRTimeline
Bouchey Financial Group, Ltd.5,699$685K0.05%-1313F-HRTimeline
Helium Advisors LLC5,695$684K0.69%-87513F-HRTimeline
Brookmont Capital Management5,692$684K0.4%+4013F-HRTimeline
Greenspring Advisors, LLC5,682$683K0.04%new13F-HRTimeline
Alta Wealth Advisors LLC5,672$682K0.23%+1,17313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.5,660$680K<0.01%-48713F-HRTimelineGroup
S.E.E.D. Planning Group LLC5,660$680K0.19%-12513F-HRTimeline
Ocean Park Asset Management, LLC5,657$680K0.03%-52913F-HRTimeline
McIlrath & Eck, LLC5,641$678K0.06%-30013F-HRTimeline
PHILADELPHIA TRUST CO5,624$676K0.05%-50013F-HRTimeline
August Group Capital Ltd5,616$675K0.75%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,615$675K0.05%+313F-HRTimeline
American Investment Services, Inc.5,598$673K0.16%-18813F-HRTimeline
Stonebridge Financial Group, LLC5,595$672K0.06%-7,88313F-HRTimeline
Facet Wealth, Inc.5,289$672K0.01%+2,37813F-HRTimeline
InvesTrust5,580$671K0.26%-2413F-HRTimeline
American Institute for Advanced Investm…5,574$670K0.43%-15513F-HRTimeline
CNB Bank5,574$670K0.27%+2313F-HRTimeline
COFG Advisors, LLC5,569$669K0.17%13F-HRTimeline
Exchange Bank5,558$668K0.46%+3213F-HRTimeline
VestGen Advisors, LLC5,556$668K0.03%-21,51613F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC5,550$667K0.29%013F-HRTimeline
Roble, Belko & Company, Inc5,545$666K0.09%-6313F-HRTimeline
HFG Advisors, Inc.5,530$665K0.48%-41813F-HRTimeline
CWA Asset Management Group, LLC5,527$664K0.02%-24113F-HRTimeline
GGM Financial LLC5,509$662K0.32%-1813F-HRTimeline
Ballast Rock Private Wealth LLC5,504$662K0.41%13F-HRTimeline
Portfolio Resources Advisor Group, Inc.5,503$661K0.66%13F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…5,491$660K0.39%-15413F-HRTimeline
River Wealth Advisors LLC5,481$659K0.07%-8113F-HRTimeline
Alexander Randolph Advisory, Inc.5,473$658K0.55%013F-HRTimeline
Clarendon Private LLC5,455$656K0.56%+2,00013F-HRTimeline
SP Asset Management LLC5,442$654K0.05%+113F-HRTimeline
Insight Wealth Strategies, LLC5,436$653K0.07%-53513F-HRTimeline
21 West Wealth Management LLC5,436$653K0.6%013F-HRTimeline
LPWM LLC5,435$653K0.16%new13F-HRTimeline
Sunpointe, LLC5,394$648K0.21%+113F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC5,394$648K0.6%13F-HRTimeline
Costello Asset Management, INC5,373$646K0.21%-2013F-HRTimeline
Keating Financial Advisory Services, In…5,367$645K0.09%13F-HRTimeline
Alhambra Investment Management LLC5,350$643K0.3%-1113F-HRTimeline
Hoxton Planning & Management, LLC5,346$642K0.19%+1113F-HRTimeline
Jackson Hole Capital Partners, LLC5,342$642K0.11%+30813F-HRTimeline
W ADVISORS, LLC5,342$642K0.32%-14813F-HRTimeline
Arnold Financial Planning LLC5,313$638K0.66%13F-HRTimeline
Cedrus Wealth Group LLC5,307$638K0.59%13F-HRTimeline
Petros Family Wealth, LLC5,300$637K0.42%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,283$635K0.08%-10313F-HRTimeline
Tyche Wealth Partners LLC5,267$633K0.1%-20913F-HRTimeline
MASECO LLP5,231$629K0.03%new13F-HRTimeline
Cyndeo Wealth Partners, LLC5,226$628K0.03%+1,07413F-HRTimeline
Triad Wealth Partners, LLC5,224$628K0.06%+79213F-HRTimeline
Marshall Financial Group, LLC5,223$628K0.12%-76013F-HRTimeline
Glass Jacobson Investment Advisors llc5,220$627K0.23%+2513F-HRTimeline
Fortune Financial Advisors, LLC5,217$627K0.42%-64413F-HRTimeline
Haverford Financial Services, Inc.5,210$626K0.18%013F-HRTimeline
Fiduciary Wealth Partners, LLC5,183$623K0.26%013F-HRTimeline
UPTICK PARTNERS, LLC5,178$622K0.13%+43413F-HRTimeline
Seaside Wealth Management, Inc.5,157$620K0.18%013F-HRTimeline
Carson Advisory Inc.5,154$619K0.32%+4013F-HRTimeline
3Chopt Investment Partners, LLC5,150$619K0.14%013F-HRTimeline
Fortitude Advisory Group L.L.C.5,139$618K0.26%+1,82113F-HRTimeline
Bogart Wealth, LLC5,138$618K0.02%+16013F-HRTimeline
Strathmore Capital Advisors, Inc.5,134$617K0.2%-48713F-HRTimeline
ATLAS CAPITAL ADVISORS INC.5,129$616K0.07%13F-HRTimeline
Relyea Zuckerberg Hanson LLC5,128$616K0.06%+64613F-HRTimeline
Clear Harbor Asset Management, LLC5,123$616K0.04%013F-HRTimeline
GreatBanc Trust CO5,120$615K0.43%-11813F-HRTimeline
TSFG, LLC5,112$614K0.09%+913F-HRTimeline
Strategic Financial Planning, Inc.5,107$614K0.35%-11313F-HRTimeline
Wealth Group Ltd5,106$614K0.14%-29613F-HRTimeline
GRANVILLE CAPITAL, INC.5,091$612K0.32%13F-HRTimeline
Gilman Hill Asset Management, LLC5,075$610K0.1%013F-HRTimeline
KW WEALTH MANAGEMENT LLC5,061$608K0.92%-4013F-HRTimeline
Somerset Trust Co5,059$608K0.19%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding5,032$605K+1,191Timeline
GatePass Capital, LLC5,024$604K0.31%+1,67213F-HRTimeline
Landing Point Financial Group, LLC5,005$601K0.3%-44213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP5,000$601K0.01%013F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd4,968$597K0.01%-62413F-HRTimelineGroup
SIERRA SUMMIT ADVISORS LLC4,959$596K0.09%-57513F-HRTimeline