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Disclosery

IJR ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 226 13F filers report a position in IJR shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Valeo Financial Advisors, LLC2,099,696$253M5.34%-36,78513F-HRTimeline
Acropolis Investment Management, LLC968,870$132M5.3%-15,93213F-HRTimeline
Farther Finance Advisors, LLC827,945$113M0.8%+35,28913F-HRTimeline
Bangor Savings Bank427,451$58.2M4.43%-21,24913F-HRTimeline
SigFig Wealth Management, LLC412,256$56.1M1.4%+8,37513F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION391,644$53.3M3.84%+25,46913F-HRTimeline
Chesley Taft & Associates LLC366,778$49.9M1.95%-4,93413F-HRTimeline
Graves Light Lenhart Wealth, Inc.318,810$43.4M4.06%+8,20013F-HRTimeline
Grove Bank & Trust273,769$37.2M3.7%-9,02913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC270,221$36.8M0.44%+6,31913F-HRTimeline
RTD Financial Advisors, Inc.267,047$36.3M3.97%-4,38013F-HRTimeline
MassMutual Private Wealth & Trust, FSB256,815$34.9M0.92%-6,09413F-HRTimeline
Financial Enhancement Group LLC248,352$34M3.92%+7,99113F-HRTimeline
Pathway Financial Advisors LLC225,804$30.7M3.39%+15,53313F-HRTimeline
FORM Wealth Advisors, LLC210,152$28.6M3.19%+7,67113F-HRTimeline
Factor Wealth Management LTD206,496$28.1M4.29%+2,43013F-HRTimeline
Avidian Wealth Enterprises, LLC198,626$27M0.75%+20,06013F-HRTimeline
Apella Capital, LLC194,552$26.7M0.34%+110,79013F-HRTimeline
Roth Financial Partners LLC193,847$26.4M7.88%-4,16113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC181,368$25.1M3.62%-3,39613F-HRTimeline
Whitcomb & Hess, Inc.179,191$24.4M5.22%+1,39313F-HRTimeline
WEST PACES ADVISORS INC.172,054$23.4M3.99%-12,59713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC148,002$20.1M1.31%-2,83113F-HRTimeline
Venture Visionary Partners LLC138,175$18.8M0.49%+5,69513F-HRTimeline
SAPIENT CAPITAL LLC136,726$18.6M0.25%-8,75513F-HRTimeline
jvl associates llc136,198$18.5M5.33%-4,13313F-HRTimeline
YHB Investment Advisors, Inc.135,853$18.5M1.17%-50113F-HRTimeline
CoreCap Advisors, LLC130,706$17.8M0.51%+2,03813F-HRTimeline
HWG Holdings LP123,505$16.8M3.87%+121,85513F-HRTimeline
DIVERSIFIED MANAGEMENT INC112,381$15.3M2.67%+3,91013F-HRTimeline
Global Wealth Strategies & Associates105,350$14.3M2.63%+1013F-HRTimeline
Iowa State Bank102,602$14M2.36%+23413F-HRTimeline
Sprinkle Financial Consultants LLC97,660$13.3M5.19%+92813F-HRTimeline
Kure Advisory, LLC91,856$12.5M5.77%+53113F-HRTimeline
Shulman DeMeo Asset Management LLC85,239$11.8M2.34%-1,16613F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.86,711$11.8M6.38%-70313F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC83,567$11.4M3.43%+3,07213F-HRTimeline
CX Institutional79,276$10.8M0.29%-185,70413F-HRTimeline
Councilor Wealth, LLC76,779$10.4M4.3%-1,94313F-HRTimeline
EQUITABLE TRUST CO76,590$10.4M0.44%-3,85913F-HRTimeline
RIVERSEDGE ADVISORS, LLC73,799$10M1.25%+4,70513F-HRTimeline
Hiley Hunt Wealth Management68,621$9.34M3.63%+1,52313F-HRTimeline
Partnership Wealth Management, LLC66,464$9.04M6.45%-4,40513F-HRTimeline
KFA Private Wealth Group, LLC64,796$8.81M2.07%-1,82313F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA61,263$8.33M0.55%-1,96413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC58,862$8.01M0.15%-12213F-HRTimeline
Northside Capital Management, LLC57,415$7.81M0.62%013F-HRTimeline
Boltwood Capital Management55,771$7.59M1.71%-84013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…54,068$7.36M0.61%-51813F-HRTimelineGroup
Ballew Advisors, Inc52,121$7.22M3.59%-38213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC51,718$7.04M1.98%+2,07413F-HRTimeline
Legacy Private Trust Co.51,429$7M0.39%-1,03913F-HRTimeline
Wedmont Private Capital48,463$6.65M0.16%+2,99013F-HRTimeline
Lee, Kelleher & Klein Wealth Management46,183$6.28M3.23%+3,29613F-HRTimeline
Montecito Bank & Trust46,080$6.27M0.95%+1,40513F-HRTimeline
ANB BANK41,511$5.65M2.01%-12713F-HRTimeline
Wealth Enhancement Trust Services, Inc.40,492$5.51M0.59%-27213F-HRTimeline
Greenfield Savings Bank40,366$5.49M2.08%-8713F-HRTimeline
Adirondack Capital Advisors, LLC40,283$5.48M2.83%+1,75713F-HRTimeline
CENTRAL BANK & TRUST CO36,585$4.98M0.71%+14813F-HRTimeline
Bigelow Investment Advisors, LLC36,454$4.96M1.77%-67913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC36,162$4.92M0.34%-3013F-HRTimeline
Heartwood Wealth Advisors LLC36,089$4.91M0.39%+16813F-HRTimeline
Avior Wealth Management, LLC36,053$4.9M0.13%-1,70113F-HRTimeline
Capital Planning LLC35,955$4.89M1.3%-5013F-HRTimeline
Post Resch Tallon Group Inc.35,200$4.79M3.29%+1,35913F-HRTimeline
MJT & Associates Financial Advisory Gro…34,792$4.73M3.06%+2,27513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD32,764$4.46M3.16%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC30,295$4.12M1.06%-99613F-HRTimeline
Galvin, Gaustad & Stein, LLC29,918$4.07M0.31%-28,63213F-HRTimeline
GAMMA Investing LLC29,377$4M0.14%+1,63213F-HRTimeline
Baron Financial Group, LLC29,120$3.96M1.93%-73513F-HRTimeline
Park Capital Management, LLC / WI28,547$3.88M1.97%-6,41513F-HRTimeline
Breakwater Capital Group28,513$3.88M0.46%+32013F-HRTimeline
Delta Wealth Advisors LLC28,190$3.83M2.63%-42213F-HRTimeline
1900 WEALTH MANAGEMENT LLC26,494$3.6M0.2%-35313F-HRTimeline
Gallagher Capital Advisors, LLC26,410$3.59M1.93%-22513F-HRTimeline
DBK Financial Counsel, LLC25,523$3.47M2.79%-17813F-HRTimeline
David J Yvars Group22,628$3.08M1.41%+1,23513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST22,333$3.04M0.28%-1,03913F-HRTimeline
RVW Wealth, LLC22,213$3.02M0.19%+413F-HRTimeline
Peterson Wealth Advisors, LLC21,054$2.86M0.33%-19813F-HRTimeline
Dynamic Advisor Solutions LLC21,031$2.86M0.08%-46013F-HRTimeline
Emergent Wealth Advisors, LLC20,640$2.81M1.47%-75613F-HRTimeline
Harbour Capital Advisors, LLC20,454$2.78M0.51%+72513F-HRTimeline
Gerald Baker Financial Group LLC19,457$2.65M0.75%+3613F-HRTimeline
EASTERN BANK17,011$2.31M0.04%-83313F-HRTimeline
Sunburst Financial Group, LLC16,959$2.31M0.38%+50413F-HRTimeline
Thrive Wealth Management, LLC16,948$2.31M0.29%+7313F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC15,936$2.17M0.58%-62713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.15,884$2.16M1.46%+1913F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC15,673$2.13M1.37%-42313F-HRTimeline
MKD WEALTH COACHES, LLC14,560$1.98M1.64%+29213F-HRTimeline
General Partner, Inc.14,115$1.92M1.03%013F-HRTimeline
STEPH & CO14,008$1.91M0.49%-46913F-HRTimeline
Sherman Wealth Management LLC12,634$1.87M1.41%013F-HRTimeline
Hardin Capital Partners, LLC12,717$1.73M0.85%+39413F-HRTimeline
ROCKLAND TRUST CO12,536$1.71M0.07%+34413F-HRTimeline
Bullock Wealth Management Group12,319$1.69M0.7%+1,36613F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC12,379$1.68M1.01%013F-HRTimeline
OMNI 360 Wealth, Inc.11,894$1.62M0.73%+33413F-HRTimeline
Olistico Wealth, LLC11,656$1.59M0.66%+4113F-HRTimeline
Leverty Financial Group, LLC11,473$1.56M0.28%-88513F-HRTimeline
Noble Wealth Management PBC11,321$1.54M0.71%-1,03713F-HRTimeline
Stokes Capital Advisors, LLC10,726$1.46M0.32%+4,66813F-HRTimeline
Sound Income Strategies, LLC10,389$1.43M0.06%-38113F-HRTimeline
Lincoln Capital LLC10,420$1.42M0.25%-2213F-HRTimeline
S.E.E.D. Planning Group LLC10,002$1.36M0.33%+4,25213F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.9,906$1.35M0.62%-16313F-HR/ATimeline
NorthCrest Asset Manangement, LLC9,740$1.34M0.03%+5,14413F-HRTimeline
Sherry Group, Inc.9,880$1.34M1.26%+4313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,376$1.28M0.09%+34813F-HRTimelineGroup
Coastline Trust Co9,306$1.27M0.12%-5,75213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIDUCIARY FINANCIAL GROUP, LLC8,913$1.21M0.14%-11113F-HRTimeline
Go Invest LLC8,746$1.19M0.25%+62213F-HRTimeline
Vilga Financial Planning LLC8,700$1.18M0.71%013F-HRTimeline
Ipswich Investment Management Co., Inc.8,330$1.13M0.24%-413F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…8,245$1.12M0.11%+45713F-HRTimeline
Objective Capital Management, LLC7,955$1.08M0.97%-9013F-HRTimeline
Centurion Wealth Management LLC7,878$1.07M0.26%+33913F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC7,462$1.02M0.24%+5413F-HRTimeline
M.E. ALLISON & CO., INC.7,389$1.01M0.56%+513F-HRTimeline
Cooper Financial Group6,969$948K0.08%+25813F-HRTimeline
Capital Advisors Wealth Management, LLC6,605$899K0.1%-22613F-HRTimeline
Emprise Bank6,580$895K0.34%013F-HRTimeline
Horizons Wealth Management6,495$884K0.56%13F-HRTimeline
CHAPIN DAVIS, INC.6,420$874K0.17%-46213F-HRTimeline
McNaughton Wealth Management, LLC6,420$873K0.31%+71713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC6,134$834K0.17%-13113F-HRTimeline
Dupree Financial Group, LLC5,996$816K0.29%+12713F-HRTimeline
Exchange Bank5,995$816K0.5%+8013F-HRTimeline
Weaver Consulting Group5,846$795K0.15%+3,67113F-HRTimeline
Kearns & Associates LLC5,808$790K0.36%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP5,730$780K0.08%+98613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,501$748K0.05%+4513F-HRTimeline
Roan Capital Partners5,325$724K0.53%+72913F-HRTimeline
First Heartland Consultants, Inc.5,249$714K0.05%-67013F-HRTimeline
JGP Wealth Management, LLC5,196$707K0.06%013F-HRTimeline
Chicago Capital, LLC5,118$696K0.02%013F-HRTimeline
O'Keefe Stevens Advisory, Inc.5,099$694K0.14%013F-HRTimeline
Gilman Hill Asset Management, LLC5,075$690K0.1%013F-HRTimeline
E&G Advisors, LLC4,927$670K0.13%013F-HRTimeline
Wealth Group Ltd4,823$668K0.12%-6613F-HRTimeline
Balefire, LLC4,656$633K0.1%-1,13913F-HRTimeline
Insight Wealth Strategies, LLC4,644$632K0.06%-2413F-HRTimeline
Nautilus Advisors LLC4,484$610K0.37%+19413F-HRTimeline
DOLIVER ADVISORS, LP4,477$609K0.13%013F-HRTimeline
FC Advisory LLC4,309$586K0.15%+2513F-HRTimeline
Lauer Wealth, LLC4,242$582K0.4%+15813F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …4,270$581K0.04%013F-HRTimeline
Dale Q Rice Investment Management Ltd4,205$572K0.31%+23913F-HRTimeline
Prospera Capital Management, LLC3,876$569K0.18%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,132$562K0.11%-37913F-HRTimeline
Bath Savings Trust Co4,099$558K0.06%+81613F-HRTimeline
Worth Asset Management, LLC4,078$555K0.16%new13F-HRTimeline
Gouws Capital LLC4,065$553K0.26%+4013F-HRTimeline
Decker Wealth Management LLC3,956$538K0.11%013F-HRTimeline
Veracity Capital LLC3,794$516K0.14%-3813F-HRTimeline
Hixon Zuercher, LLC3,656$497K0.14%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC3,652$497K0.24%+113F-HRTimeline
KWMG, LLC3,651$497K0.04%-1113F-HRTimeline
DKM Wealth Management, Inc.3,301$449K0.28%-5113F-HRTimeline
Everhart Financial Group, Inc.3,238$440K0.03%-35513F-HRTimeline
Asempa Wealth Advisors3,161$433K0.34%-34413F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC3,174$432K0.02%+2,86113F-HRTimeline
Arbor Wealth Advisors LLC3,164$430K0.27%013F-HRTimeline
Professional Financial Advisors, LLC3,084$420K0.07%+213F-HRTimeline
LAWOOD & CO3,072$418K0.29%013F-HRTimeline
Adelphi Trust Co3,035$413K0.27%+1,35113F-HRTimeline
Towerpoint Wealth, LLC2,995$407K0.14%-3713F-HRTimeline
Investment Partners Asset Management, I…2,971$404K0.22%-3413F-HRTimeline
Whalen Wealth Management Inc.2,952$402K0.17%+47713F-HRTimeline
Hickory Point Bank & Trust2,901$395K0.24%013F-HRTimeline
EPIQ PARTNERS, LLC2,875$391K0.17%+2313F-HRTimeline
Kaydan Wealth Management, Inc.2,851$388K0.13%-34413F-HRTimeline
Frisco Financial Planning LLC2,801$381K0.3%+913F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV2,797$381K0.27%+33113F-HRTimeline
WOODSTOCK CORP2,774$377K0.03%+113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…2,663$362K0.05%-32913F-HRTimeline
Fermata Advisors, LLC2,602$354K0.07%+7113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,578$351K0.03%-5,69513F-HRTimelineGroup
BOYUM WEALTH ARCHITECTS LLC2,519$349K0.14%013F-HRTimeline
BOS Asset Management, LLC2,315$315K0.07%013F-HRTimeline
DAVIDSON TRUST CO2,262$308K0.12%+62313F-HRTimeline
Bank of New Hampshire2,238$304K0.07%-4013F-HRTimeline
Bill Few Associates, Inc.2,199$299K0.06%+5413F-HRTimeline
Compass Planning Associates Inc2,175$296K0.15%-19613F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,101$291K0.08%-31913F-HRTimeline
Successful Portfolios LLC2,073$288K0.13%+113F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,107$287K0.05%-513F-HRTimeline
FIRST COMMUNITY TRUST NA2,078$283K0.09%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC2,038$277K<0.01%+15313F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV2,006$273K0.03%013F-HRTimeline
Dickmeyer Boyce Financial Management, I…2,004$273K0.14%+5913F-HRTimeline
Stonebridge Financial Group, LLC1,953$266K0.02%+27313F-HRTimeline
Versant Capital Management, Inc1,896$258K0.02%-3713F-HRTimeline
Trust Co1,876$255K0.02%-1,35813F-HRTimeline
Rydar Equities, Inc.1,852$254K0.13%+613F-HRTimeline
JACOBS & CO/CA1,836$249K0.02%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC1,828$249K0.07%-18113F-HRTimeline