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
Institutional Holders of IJR
15 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund1.89M$280.8M71.0%0.4%Added$-1.2BQ2 2026
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund219K$32.5M8.2%0.0%Added+$32.2MQ2 2026
Ancora Advisors, LLC
CIK 0001446114
Hedge Fund148K$21.9M5.5%0.4%Added+$18.2MQ2 2026
Gotham Asset Management, LLC
CIK 0001510387
Hedge Fund130K$19.3M4.9%0.0%Added+$2.1MQ2 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund121K$17.9M4.5%0.0%Added+$2.7MQ2 2026
Schonfeld Strategic Advisors LLC
CIK 0001665241
Hedge Fund54K$8.0M2.0%0.0%AddedQ2 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund51K$7.5M1.9%0.0%Added+$5.6MQ2 2026
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager14K$2.1M0.5%0.0%Added+$160KQ2 2026
Bridgewater Advisors Inc.
CIK 0001600319
Hedge Fund12K$1.8M0.5%0.1%Added+$1.6MQ2 2026
Wilshire Advisors LLC
CIK 0001616628
Hedge Fund8K$1.2M0.3%11.9%Reduced$-817KQ2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$280.8M· 71.0% of total· 0.4% port· 1.89M sh· $-1.2B QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$32.5M· 8.2% of total· 0.0% port· 219K sh· +$32.2M QoQ· Q2 2026
Ancora Advisors, LLCAdded
Hedge Fund
$21.9M· 5.5% of total· 0.4% port· 148K sh· +$18.2M QoQ· Q2 2026
Gotham Asset Management, LLCAdded
Hedge Fund
$19.3M· 4.9% of total· 0.0% port· 130K sh· +$2.1M QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$17.9M· 4.5% of total· 0.0% port· 121K sh· +$2.7M QoQ· Q2 2026
Schonfeld Strategic Advisors LLCAdded
Hedge Fund
$8.0M· 2.0% of total· 0.0% port· 54K sh· QoQ· Q2 2026
Qube Research & Technologies LtdAdded
Hedge Fund
$7.5M· 1.9% of total· 0.0% port· 51K sh· +$5.6M QoQ· Q2 2026
Fisher Asset Management, LLCAdded
Institutional Manager
$2.1M· 0.5% of total· 0.0% port· 14K sh· +$160K QoQ· Q2 2026
Bridgewater Advisors Inc.Added
Hedge Fund
$1.8M· 0.5% of total· 0.1% port· 12K sh· +$1.6M QoQ· Q2 2026
Wilshire Advisors LLCReduced
Hedge Fund
$1.2M· 0.3% of total· 11.9% port· 8K sh· $-817K QoQ· Q2 2026
Clearbridge Investments, LLCUnchanged
Hedge Fund
$936K· 0.2% of total· 0.0% port· 6K sh· +$0 QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCAdded
Hedge Fund
$676K· 0.2% of total· 0.0% port· 5K sh· +$296K QoQ· Q2 2026
CITADEL ADVISORS LLCAdded
Hedge Fund
$545K· 0.1% of total· 0.0% port· 4K sh· $-6.7M QoQ· Q2 2026
ICONIQ Capital, LLCAdded
Family Office
$382K· 0.1% of total· 0.0% port· 3K sh· +$148 QoQ· Q2 2026
HARRIS ASSOCIATES L PAdded
Institutional Manager
$26K· 0.0% of total· 0.0% port· 177 sh· QoQ· Q2 2026
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