# ISHARES TR (IJJ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IJJ/

- Reporting holders: 52
- Reported value: $49.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Independence Financial Advisors, LLC](https://holderbook.com/funds/2066080-independence-financial-advisors-llc/) | $10.0M | 72,279 | 2.5% | 2 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $6.9M | 50,014 | 2.9% | 27 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $3.7M | 26,987 | 0.6% | 16 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $3.6M | 25,936 | 1.3% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $3.2M | 23,317 | 0.0% | 16 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $3.2M | 22,889 | 0.7% | 24 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $2.6M | 18,597 | 0.7% | 3 |
| [Breakwater Capital Group](https://holderbook.com/funds/1964309-breakwater-capital-group/) | $2.3M | 16,463 | 0.3% | 16 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $1.7M | 12,083 | 0.1% | 32 |
| [DAVIDSON TRUST CO](https://holderbook.com/funds/1133119-davidson-trust-co/) | $1.2M | 8,418 | 0.5% | 28 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $932.7K | 6,772 | 0.0% | 28 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $904.1K | 6,565 | 0.0% | 32 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $820.1K | 5,955 | 0.1% | 1 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $794.5K | 5,378 | 0.3% | 12 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $640.5K | 4,651 | 0.2% | 24 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $620.0K | 4,502 | 0.0% | 20 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $618.3K | 4,490 | 0.1% | 31 |
| [DOLIVER ADVISORS, LP](https://holderbook.com/funds/938077-doliver-advisors-lp/) | $494.2K | 3,589 | 0.1% | 7 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $372.2K | 2,703 | 0.1% | 13 |
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $364.2K | 2,645 | 0.0% | 16 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $356.4K | 2,588 | 0.0% | 27 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $299.2K | 2,134 | 0.0% | 2 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $294.2K | 2,136 | 0.0% | 8 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $294.0K | 2,135 | 0.0% | 23 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $293.3K | 2,130 | 0.2% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 52 | $49.8M |
| Q2 2026 | 881 | $6.7B |
| Q1 2026 | 846 | $6.3B |
| Q4 2025 | 843 | $5.9B |
| Q3 2025 | 815 | $5.8B |
| Q2 2025 | 816 | $5.6B |
| Q1 2025 | 821 | $5.4B |
| Q4 2024 | 826 | $8.9B |
| Q3 2024 | 757 | $8.7B |
| Q2 2024 | 736 | $8.2B |
| Q1 2024 | 729 | $6.3B |
| Q4 2023 | 732 | $5.5B |