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Cresset Asset Management, LLC: IJR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cresset Asset Management, LLC on IJR, newest first. How the timeline and the estimate are built.

Cresset Asset Management, LLC held 3,353,475 IJR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,353,475 shares
    Change vs previous 13F +70,133 shares

    1.81% of the 13F portfolio, value $497,353,943.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,283,342 shares
    Change vs previous 13F +63,738 shares

    1.77% of the 13F portfolio, value $408,152,142.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,219,604 shares
    Change vs previous 13F +111,938 shares

    1.64% of the 13F portfolio, value $386,932,104.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 3,107,666 shares
    Change vs previous 13F +101,603 shares

    1.63% of the 13F portfolio, value $369,284,045.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 3,006,063 shares
    Change vs previous 13F -708,095 shares

    1.65% of the 13F portfolio, value $328,532,590.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,714,158 shares
    Change vs previous 13F +58,989 shares

    1.95% of the 13F portfolio, value $388,389,452.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,655,169 shares
    Change vs previous 13F -2,328,403 shares

    2.03% of the 13F portfolio, value $421,148,173.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,983,572 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $699,838,609.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).