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IJR iShares Trust

Filed as ISHARES TR (CORE S&P SCP ETF), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 1 Owner
  • Max 0.8%
  • $9.4M
  • 1 reduce

In 2026 Q3 David Katz trimmed iShares Trust.

Who owns this now

Largest portfolio weights among holders, up to 0.8% (David Katz, Matrix Asset Advisors). Not free-float ownership.

  1. David Katz Reduce 0.77%

Who owns IJR

Sorted by value, long equity only, as of 2026 Q3.

History
David Katz, Matrix Asset Advisors 0.77%, was 0.83% Reduce −0.6% 69,038 $9.4M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Congress

2 members of Congress traded IJR in the last three years: 2 buys and 1 sale. 27 members listed it in 2025 annual reports.

All Congress trades
  1. John Boozman R-ARJoint Buy $1K–$15K Aug 19 filed Sep 11
  2. John Boozman R-ARJoint Buy $1K–$15K Dec 26, 2025 filed Jan 13
  3. David McCormick R-PA Partial sale $1K–$15K May 6, 2025 filed Jun 4, 2025

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.