# 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: 2026-05-03T06:08:38.773Z

## Summary

As of the most recent 13F filing period, ISHARES TR (IJR) is held by 4 tracked superinvestors with an aggregate position value of $12.2M representing 0679691981085942495 shares.

## Top institutional holders (4)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [David Katz](https://superinvestorclub.com/manager/79) | Matrix Asset Advisors | 67969 | $8.4M | 0.78% | 2026-03-31 |
| 2 | [Dan Sundheim](https://superinvestorclub.com/manager/3261) | D1 Capital Partners | 19810 | $2.5M | 1.03% | 2026-03-31 |
| 3 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 8594 | $1.0M | 0.03% | 2025-12-31 |
| 4 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 2495 | $299,849 | 0.00% | 2025-12-31 |

## Ownership history (quarter-over-quarter)

- 2024-03-31: 1 holders, $2.6M aggregate, 023157 shares
- 2024-06-30: 1 holders, $3.1M aggregate, 029316 shares
- 2024-09-30: 1 holders, $4.2M aggregate, 036016 shares
- 2024-12-31: 1 holders, $4.9M aggregate, 042211 shares
- 2025-03-31: 3 holders, $6.2M aggregate, 04866886601946 shares
- 2025-06-30: 3 holders, $9.1M aggregate, 054818197408594 shares
- 2025-09-30: 4 holders, $10.6M aggregate, 0577061976785943517 shares
- 2025-12-31: 4 holders, $11.3M aggregate, 0628741981185942495 shares
- 2026-03-31: 2 holders, $10.9M aggregate, 06796919810 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."