# ISHARES TR (IJR) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 464287804
Page URL: https://superinvestorclub.com/stock/IJR
Last updated: 2026-08-29T13:47:09.398Z

## Summary

As of the most recent 13F filing period, ISHARES TR (IJR) is held by 6 tracked superinvestors with an aggregate position value of $17.5M representing 069439199791730785022410177 shares.

## Top institutional holders (6)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 69439 | $10.3M | 0.84% | 2026-06-30 |
| 2 | [Dan Sundheim (Mine & Arao)](https://superinvestorclub.com/manager/3261) | Mine & Arao Wealth Creation & Management | 19979 | $3.0M | 1.07% | 2026-06-30 |
| 3 | [Wally Obermeyer](https://superinvestorclub.com/manager/3283) | Obermeyer Wealth Partners | 17307 | $2.6M | 0.11% | 2026-06-30 |
| 4 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 8502 | $1.3M | 0.03% | 2026-06-30 |
| 5 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 2410 | $357,427 | 0.00% | 2026-06-30 |
| 6 | [Bill Nygren](https://superinvestorclub.com/manager/73) | Harris Associates | 177 | $26,251 | 0.00% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-06-30: 1 holders, $1.7M aggregate, 016966 shares
- 2023-09-30: 2 holders, $2.9M aggregate, 01696614088 shares
- 2023-12-31: 2 holders, $3.5M aggregate, 01696615684 shares
- 2024-03-31: 2 holders, $4.5M aggregate, 02315717111 shares
- 2024-06-30: 2 holders, $4.9M aggregate, 02931616917 shares
- 2024-09-30: 4 holders, $6.7M aggregate, 0360161700930081151 shares
- 2024-12-31: 6 holders, $10.6M aggregate, 04221119939170199811300870 shares
- 2025-03-31: 5 holders, $10.2M aggregate, 048668198321851086601946 shares
- 2025-06-30: 5 holders, $11.4M aggregate, 054818197401791685943053 shares
- 2025-09-30: 5 holders, $12.8M aggregate, 057706197671799985943517 shares
- 2025-12-31: 5 holders, $13.4M aggregate, 062874198111782885942495 shares
- 2026-03-31: 5 holders, $14.5M aggregate, 067969198101764285022410 shares

## Recent congressional trades (2)

- 2025-12-26: John Boozman (Republican-AR) purchase $1,001 - $15,000
- 2025-05-06: Dave McCormick (Republican-PA) sale $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "ISHARES TR (IJR) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/IJR), aggregating SEC 13F, Form 4, and congressional disclosures."