ISHARES TR (IJR): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in IJR. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
15
13F filers
Aggregate Value
$395.6M
Across holders
Last Price
$146.77
2026-08-24
Sector
—
GICS
Quarterly fund activity13 increased1 reduced2 exited
Full exits: GAMCO INVESTORS, INC. ET AL, MARSHALL WACE, LLP
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 1.89M | $280.8M | 71.0% | 0.4% | Added | $-1.2B | Q2 2026 |
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 219K | $32.5M | 8.2% | 0.0% | Added | +$32.2M | Q2 2026 |
| Ancora Advisors, LLC CIK 0001446114 | Hedge Fund | 148K | $21.9M | 5.5% | 0.4% | Added | +$18.2M | Q2 2026 |
| Gotham Asset Management, LLC CIK 0001510387 | Hedge Fund | 130K | $19.3M | 4.9% | 0.0% | Added | +$2.1M | Q2 2026 |
| BALYASNY ASSET MANAGEMENT LLC CIK 0001218710 | Hedge Fund | 121K | $17.9M | 4.5% | 0.0% | Added | +$2.7M | Q2 2026 |
| Schonfeld Strategic Advisors LLC CIK 0001665241 | Hedge Fund | 54K | $8.0M | 2.0% | 0.0% | Added | — | Q2 2026 |
| Qube Research & Technologies Ltd CIK 0001729829 | Hedge Fund | 51K | $7.5M | 1.9% | 0.0% | Added | +$5.6M | Q2 2026 |
| Fisher Asset Management, LLC CIK 0000850529 | Institutional Manager | 14K | $2.1M | 0.5% | 0.0% | Added | +$160K | Q2 2026 |
| Bridgewater Advisors Inc. CIK 0001600319 | Hedge Fund | 12K | $1.8M | 0.5% | 0.1% | Added | +$1.6M | Q2 2026 |
| Wilshire Advisors LLC CIK 0001616628 | Hedge Fund | 8K | $1.2M | 0.3% | 11.9% | Reduced | $-817K | Q2 2026 |
Added
Hedge Fund
$280.8M· 71.0% of total· 0.4% port· 1.89M sh· $-1.2B QoQ· Q2 2026
Added
Hedge Fund
$32.5M· 8.2% of total· 0.0% port· 219K sh· +$32.2M QoQ· Q2 2026
Added
Hedge Fund
$21.9M· 5.5% of total· 0.4% port· 148K sh· +$18.2M QoQ· Q2 2026
Added
Hedge Fund
$19.3M· 4.9% of total· 0.0% port· 130K sh· +$2.1M QoQ· Q2 2026
Added
Hedge Fund
$17.9M· 4.5% of total· 0.0% port· 121K sh· +$2.7M QoQ· Q2 2026
Added
Hedge Fund
$8.0M· 2.0% of total· 0.0% port· 54K sh· — QoQ· Q2 2026
Added
Hedge Fund
$7.5M· 1.9% of total· 0.0% port· 51K sh· +$5.6M QoQ· Q2 2026
Added
Institutional Manager
$2.1M· 0.5% of total· 0.0% port· 14K sh· +$160K QoQ· Q2 2026
Added
Hedge Fund
$1.8M· 0.5% of total· 0.1% port· 12K sh· +$1.6M QoQ· Q2 2026
Reduced
Hedge Fund
$1.2M· 0.3% of total· 11.9% port· 8K sh· $-817K QoQ· Q2 2026
Unchanged
Hedge Fund
$936K· 0.2% of total· 0.0% port· 6K sh· +$0 QoQ· Q2 2026
Added
Hedge Fund
$676K· 0.2% of total· 0.0% port· 5K sh· +$296K QoQ· Q2 2026
Added
Hedge Fund
$545K· 0.1% of total· 0.0% port· 4K sh· $-6.7M QoQ· Q2 2026
Added
Family Office
$382K· 0.1% of total· 0.0% port· 3K sh· +$148 QoQ· Q2 2026
Added
Institutional Manager
$26K· 0.0% of total· 0.0% port· 177 sh· — QoQ· Q2 2026
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