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IJR — ISHARES TR

Reported value held$23.00B
Funds holding (latest)38
Sector—
Funds holding (Q2 2026)27
Institutional value$22.88B · 154.32M sh
New / Add / Cut / Exit2 / 9 / 11 / 1
Top-5 / Top-10 concentration66.9% / 94.4%
Institutional holdings change Accumulating +3.7% (+5.58M sh)
Institutional value change Up +23.8%

As of Q2 2026, 27 SEC-registered investment managers reported holding IJR (ISHARES TR) in their latest 13F filings, with a combined reported value of $22.88B across 154.32M shares. That is +3.7% by share count (+5.58M shares) versus the previous quarter, while reported value moved +23.8%. Ownership is concentrated: the five largest holders account for 66.9% of reported value and the top ten for 94.4%.

Compared with the prior quarter, 2 opened new positions, 9 added to existing stakes, 11 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Bank of America Corp history Q2 2026 33.26M $4.93B 0.33% Reduce
Fidelity Management & Research (FMR) history Q2 2026 24.76M $3.67B 0.18% Add
Morgan Stanley history Q2 2026 19.12M $2.84B 0.16% Add
Wells Fargo & Co history Q2 2026 14.49M $2.15B 0.36% Reduce
BNY Mellon history Q2 2026 11.65M $1.73B 0.29% Reduce
UBS Group AG history Q2 2026 10.23M $1.52B 0.20% Add
Northern Trust Corp history Q2 2026 9.58M $1.42B 0.17% Hold
BlackRock Inc history Q2 2026 8.50M $1.26B 0.02% Reduce
PNC Financial Services history Q2 2026 7.49M $1.11B 0.55% Reduce
Goldman Sachs Group history Q2 2026 6.52M $967.08M 0.09% Reduce
JPMorgan Chase & Co history Q2 2026 5.33M $785.22M 0.09% New
Franklin Resources history Q2 2026 1.15M $171.25M 0.04% Add
Citigroup Inc history Q2 2026 399.24K $59.21M 0.02% Hold
PSP Investments history Q2 2026 385.78K $57.22M 0.15% Add
Principal Global Investors history Q2 2026 308.24K $45.71M 0.02% Reduce
Lazard Asset Management history Q2 2026 264.73K $39.26M 0.06% Reduce
Citadel Advisors history Q2 2026 264.08K $39.17M 0.01% Add
CDPQ (Caisse de Depot) history Q1 2022 355.00K $38.30M 0.09% New
AQR Capital Management history Q2 2026 218.84K $32.46M 0.01% Add
Two Sigma Investments history Q3 2025 178.98K $21.27M 0.03% New

View all 38 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Bank of America Corp 28.64M 30.33M 31.34M 35.39M 28.97M 28.44M 27.93M 27.91M 27.28M 27.87M 30.70M 30.42M 31.01M 32.07M 33.00M 31.97M 31.70M 33.61M 33.82M 33.26M
Fidelity Management & Research (FMR) 17.77M 18.14M 16.92M 16.77M 15.16M 14.84M 15.08M 13.40M 13.47M 15.45M 20.16M 20.91M 22.14M 22.78M 20.33M 16.37M 18.62M 21.39M 23.58M 24.76M
Morgan Stanley 22.53M 19.85M 20.74M 19.37M 21.03M 21.17M 20.15M 19.01M 18.53M 18.77M 19.20M 18.22M 18.67M 19.16M 18.70M 18.14M 17.98M 18.06M 18.23M 19.12M
Wells Fargo & Co 22.40M 22.49M 22.05M 18.78M 18.65M 18.50M 18.43M 16.88M 16.46M 16.55M 16.63M 15.93M 16.14M 17.17M 17.13M 16.44M 15.40M 14.96M 14.72M 14.49M
BNY Mellon 13.75M 15.17M 14.27M 13.65M 13.82M 14.01M 15.18M 16.20M 17.41M 16.20M 15.07M 14.62M 13.97M 13.98M 13.10M 12.43M 12.07M 12.06M 11.80M 11.65M
UBS Group AG 9.36M 9.77M 9.81M 9.51M 9.39M 9.71M 9.55M 9.68M 9.78M 10.13M 11.10M 11.18M 11.33M 11.90M 10.62M 10.02M 10.39M 9.58M 10.15M 10.23M
Northern Trust Corp 5.98M 6.27M 6.67M 6.91M 7.04M 7.60M 7.72M 7.73M 7.91M 8.04M 8.11M 8.21M 8.53M 9.34M 9.63M 9.42M 9.37M 9.44M 9.56M 9.58M
BlackRock Inc — — — — — — — — — — — — 7.70M 8.26M 8.24M 8.34M 8.33M 8.52M 9.01M 8.50M
PNC Financial Services 8.48M 8.53M 8.40M 8.39M 8.71M 8.98M 9.02M 8.75M 8.60M 8.60M 8.53M 8.24M 8.14M 8.14M 8.10M 8.02M 7.88M 7.96M 7.57M 7.49M
Goldman Sachs Group 6.56M 6.75M 7.16M 7.60M 11.24M 9.30M 9.65M 9.80M 10.32M 13.75M 12.55M 12.94M 9.07M 8.92M 9.25M 6.15M 6.41M 5.82M 6.59M 6.52M
JPMorgan Chase & Co 936.89K 1.10M 1.06M 998.16K 1.09M 1.93M 1.53M 1.57M 1.53M 2.85M 3.22M 2.99M 3.65M 4.04M 3.30M 3.21M 5.14M 2.35M — 5.33M
Franklin Resources 471.46K 495.27K 600.13K 818.16K 835.81K 1.03M 1.09M 928.29K 947.42K 999.48K 1.07M 1.07M 1.08M 1.13M 1.13M 943.09K 975.22K 1.06M 1.13M 1.15M
Citigroup Inc 1.15M 1.15M 427.20K 443.04K 434.37K 420.83K 471.26K 441.34K 1.82M 1.78M 1.89M 1.84M 1.83M 1.83M 1.77M 664.68K 613.01K 403.12K 399.70K 399.24K
PSP Investments 79.02K 60.32K 78.56K 117.91K 496.75K 700.06K 305.46K 14.18K 86.40K — 77.11K — 28.66K 257.01K 107.84K 276.50K 285.97K 189.89K 269.49K 385.78K
Principal Global Investors 139.05K 120.40K 121.10K 122.31K 121.47K 123.04K 123.50K 125.85K 126.78K 127.03K 141.99K 143.99K 142.01K 155.91K 134.04K 135.56K 135.51K 335.76K 623.24K 308.24K
Lazard Asset Management 377.54K 379.62K 371.82K 367.57K 344.19K 335.70K 332.57K 339.49K 330.81K 328.15K 323.20K 309.29K 337.89K 335.98K 321.50K 302.39K 275.12K 273.05K 271.14K 264.73K
Citadel Advisors 170.90K 410.56K 243.40K 148.70K 141.85K 389.51K 402.34K 225.58K 613.78K 165.40K 161.81K 172.90K 355.77K 91.47K 366.72K 261.80K 593.27K 474.20K 231.30K 264.08K
AQR Capital Management — — — — — — — — — — 2.62K 3.16K 2.88K 9.94K 17.96K 20.09K 65.70K 105.72K 144.68K 218.84K
Balyasny Asset Management — — — — — — — — 2.41M 2.48M 2.25M 188.75K — — — 393.21K 4.82K 154.06K 102.77K 121.02K
Legal & General Investment Management America 206.55K 276.23K 354.54K 392.82K 450.98K 266.40K 379.76K 277.52K 150.22K 160.76K 228.63K 254.15K 318.19K 359.22K 99.89K 105.46K 115.66K 90.58K 194.83K 113.63K

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