IJR — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IJR? 186 Institutions Hold $1.6B (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IJR)? 186 institutions reported holding $1.60B in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Valeo Financial Advisors, LLC ($253.2M), Acropolis Investment Management, LLC ($131.8M), Farther Finance Advisors, LLC ($112.6M).

Rank	Institution	Value	Shares	Change
1	Valeo Financial Advisors, LLC	$253.2M	2.1M	Trimmed
2	Acropolis Investment Management, LLC	$131.8M	968,870	Trimmed
3	Farther Finance Advisors, LLC	$112.6M	827,945	Added
4	Bangor Savings Bank	$58.2M	427,451	Trimmed
5	SigFig Wealth Management, LLC	$56.1M	412,256	Added
6	FIRST FINANCIAL BANK - TRUST DIVISION	$53.3M	391,644	Added
7	Graves Light Lenhart Wealth, Inc.	$43.4M	318,810	Added
8	Grove Bank & Trust	$37.2M	273,769	Trimmed
9	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$36.8M	270,221	Added
10	RTD Financial Advisors, Inc.	$36.3M	267,047	Trimmed
11	MassMutual Private Wealth & Trust, FSB	$34.9M	256,815	Trimmed
12	Financial Enhancement Group LLC	$34.0M	248,352	Added
13	Pathway Financial Advisors LLC	$30.7M	225,804	Added
14	CLUNE & ASSOCIATES, LTD.	$28.1M	206,496	Added
15	Avidian Wealth Enterprises, LLC	$27.1M	198,926	Added
16	Apella Capital, LLC	$26.7M	194,552	Added
17	Roth Financial Partners LLC	$26.4M	193,847	Trimmed
18	FINANCIAL MANAGEMENT NETWORK INC	$25.1M	181,368	Trimmed
19	Whitcomb & Hess, Inc.	$24.4M	179,191	Added
20	TITLEIST ASSET MANAGEMENT, LLC	$20.1M	148,002	Trimmed
21	Venture Visionary Partners LLC	$18.8M	138,175	Added
22	SAPIENT CAPITAL LLC	$18.6M	136,726	Trimmed
23	jvl associates llc	$18.5M	136,198	Trimmed
24	YHB Investment Advisors, Inc.	$18.5M	135,853	Trimmed
25	CoreCap Advisors, LLC	$17.8M	130,706	Added

Source: SEC Form 13F filings · as of 2026-09-30