Who Owns IJR?
ISHARES TR — institutional ownership across 6 tracked superinvestors.
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6
Institutional Holders
$17.5M
Total Value Held
1000.00T
Total Shares
ISHARES TR (IJR) is held by 6 tracked superinvestors with a combined position of $17.5M across 1000.00T shares. The largest holder is David Katz (Matrix Asset Advisors) with $10.3M (0.84% of portfolio).
| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|---|---|---|---|---|---|---|
| 1 | David Katz | Matrix Asset Advisors | 69439 | $10.3M | 0.84% | 2026-06-30 |
| 2 | Dan Sundheim (Mine & Arao) | Mine & Arao Wealth Creation & Management | 19979 | $3.0M | 1.07% | 2026-06-30 |
| 3 | Wally Obermeyer | Obermeyer Wealth Partners | 17307 | $2.6M | 0.11% | 2026-06-30 |
| 4 | FPA Queens Road | Bragg Financial Advisors | 8502 | $1.3M | 0.03% | 2026-06-30 |
| 5 | Mairs & Power | Mairs & Power | 2410 | $357K | 0.00% | 2026-06-30 |
| 6 | Bill Nygren | Harris Associates | 177 | $26K | 0.00% | 2026-06-30 |
Ownership history
| Period | Holders | Total Value | Total Shares |
|---|---|---|---|
| 2023-06-30 | 1 | $1.7M | 16,966 |
| 2023-09-30 | 2 | $2.9M | 1.70B |
| 2023-12-31 | 2 | $3.5M | 1.70B |
| 2024-03-31 | 2 | $4.5M | 2.32B |
| 2024-06-30 | 2 | $4.9M | 2.93B |
| 2024-09-30 | 4 | $6.7M | 1000.00T |
| 2024-12-31 | 6 | $10.6M | 1000.00T |
| 2025-03-31 | 5 | $10.2M | 1000.00T |
| 2025-06-30 | 5 | $11.4M | 1000.00T |
| 2025-09-30 | 5 | $12.8M | 1000.00T |
| 2025-12-31 | 5 | $13.4M | 1000.00T |
| 2026-03-31 | 5 | $14.5M | 1000.00T |