# ISHARES TR (IJR)

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

- Reporting holders: 180
- Reported value: $1.6B
- 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 |
|---|---|---|---|---|
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $253.2M | 2,099,696 | 5.3% | 32 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $131.8M | 968,870 | 5.3% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $112.6M | 827,945 | 0.8% | 16 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $58.2M | 427,451 | 4.4% | 32 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $56.1M | 412,256 | 1.4% | 14 |
| [FIRST FINANCIAL BANK - TRUST DIVISION](https://holderbook.com/funds/1315339-first-financial-bank-trust-division/) | $53.3M | 391,644 | 3.8% | 32 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $43.4M | 318,810 | 4.1% | 32 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $37.2M | 273,769 | 3.7% | 32 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $36.8M | 270,221 | 0.4% | 3 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $36.3M | 267,047 | 4.0% | 20 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $34.9M | 256,815 | 0.9% | 32 |
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $34.0M | 248,352 | 3.9% | 6 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $30.7M | 225,804 | 3.4% | 31 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $28.1M | 206,496 | 4.3% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $27.1M | 198,626 | 0.8% | 26 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $26.7M | 194,552 | 0.3% | 26 |
| [Roth Financial Partners LLC](https://holderbook.com/funds/1840888-roth-financial-partners-llc/) | $26.4M | 193,847 | 7.9% | 24 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $25.1M | 181,368 | 3.6% | 24 |
| [Whitcomb & Hess, Inc.](https://holderbook.com/funds/1813577-whitcomb-hess-inc/) | $24.4M | 179,191 | 5.2% | 22 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $20.1M | 148,002 | 1.3% | 15 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $18.8M | 138,175 | 0.5% | 28 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $18.6M | 136,726 | 0.3% | 12 |
| [jvl associates llc](https://holderbook.com/funds/1915765-jvl-associates-llc/) | $18.5M | 136,198 | 5.3% | 36 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $18.5M | 135,853 | 1.2% | 25 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $17.8M | 130,706 | 0.5% | 9 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 180 | $1.6B |
| Q2 2026 | 2,852 | $88.5B |
| Q1 2026 | 2,740 | $71.6B |
| Q4 2025 | 2,735 | $66.0B |
| Q3 2025 | 2,530 | $63.6B |
| Q2 2025 | 2,514 | $58.4B |
| Q1 2025 | 2,538 | $57.5B |
| Q4 2024 | 2,636 | $157.2B |
| Q3 2024 | 2,387 | $157.5B |
| Q2 2024 | 2,313 | $155.0B |
| Q1 2024 | 2,335 | $60.8B |
| Q4 2023 | 2,314 | $56.5B |