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Disclosery

IJR ISHARES TR

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SHS (fund)

2,599 managers (2,630 13F filers) reported a position in IJR shares at 2024-12-31, 546,873,729 shares in all. 111 filers opened a position and 69 filers sold out during the quarter.

Managers
2,599
13F filers
2,630
New
111
Added
1,199
Reduced
809
Sold out
69
Shares held by filers
546,873,729

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Heartwood Wealth Advisors LLC5,023$579K0.07%+7513F-HRTimeline
CBIZ Investment Advisory Services, LLC4,999$576K0.03%+1013F-HRTimeline
JB Capital LLC4,992$575K0.03%+57013F-HRTimeline
Ballentine Capital Advisors, Inc4,992$575K0.3%-12113F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,898$573K0.03%013F-HRTimeline
17 CAPITAL PARTNERS, LLC4,960$571K0.36%+66813F-HRTimeline
Live Oak Private Wealth LLC4,958$571K0.1%-4813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,956$571K0.07%-55013F-HRTimeline
BSW Wealth Partners4,935$569K0.08%013F-HRTimeline
Strive Asset Management, LLC4,934$568K0.43%13F-HRTimeline
Costello Asset Management, INC4,925$567K0.38%-3913F-HRTimeline
Main Street Group, LTD4,916$566K0.21%+52713F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,910$566K0.13%-3913F-HRTimeline
PSI Advisors, LLC4,909$566K0.17%-23913F-HRTimeline
UPTICK PARTNERS, LLC4,907$565K0.2%+56913F-HRTimeline
Finley Financial, LLC4,820$564K0.29%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC4,894$564K0.12%-44713F-HRTimeline
Loudon Investment Management, LLC4,885$563K0.32%+27013F-HRTimeline
DKM Wealth Management, Inc.4,840$558K0.53%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP4,684$556K0.09%-68413F-HRTimeline
Powell Investment Advisors, LLC4,822$556K0.26%+4713F-HRTimeline
WMG Financial Advisors, LLC4,809$554K0.24%013F-HRTimeline
POSTROCK PARTNERS LLC4,800$553K0.27%13F-HRTimeline
Grant Private Wealth Management Inc4,798$553K0.6%13F-HRTimeline
Argent Advisors, Inc.4,783$551K0.2%-1,79913F-HRTimeline
Bordeaux Wealth Advisors LLC4,779$551K0.09%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC4,777$550K0.02%+4613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ZEGA Investments, LLC4,616$550K0.16%13F-HRTimeline
Davidson Kahn Capital Management, LLC4,767$549K0.51%13F-HRTimeline
Clear Point Advisors Inc.4,756$548K0.47%+6513F-HRTimeline
Wells Financial Advisors INC4,751$547K0.75%-7313F-HRTimeline
Advisor Resource Council4,747$547K0.39%new13F-HRTimeline
Foster Group, Inc.4,740$546K0.02%-4,83413F-HRTimeline
Courage Miller Partners, LLC4,739$546K0.19%-913F-HRTimeline
FreeGulliver LLC4,732$545K0.28%+57413F-HRTimeline
Beacon Bank & Trust4,705$542K0.13%013F-HRTimeline
Relyea Zuckerberg Hanson LLC4,700$541K0.07%-7813F-HRTimeline
Founders Financial Alliance, LLC4,697$541K0.15%+9113F-HRTimeline
Running Point Capital Advisors, LLC4,695$541K0.19%+1,84513F-HRTimeline
Ruggaard & Associates LLC4,674$539K0.24%-16313F-HRTimeline
Charter Oak Capital Management, LLC4,672$538K0.05%-61413F-HRTimeline
Sierra Capital LLC4,652$536K0.06%013F-HRTimeline
Jackson Hole Capital Partners, LLC4,642$535K0.11%-20313F-HRTimeline
WealthPLAN Partners, LLC4,625$533K0.08%+48213F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC4,624$533K0.41%+513F-HRTimeline
Thomasville National Bank4,606$531K0.04%-16613F-HRTimeline
Financial Perspectives, Inc4,602$530K0.18%+26213F-HRTimeline
TFB Advisors LLC4,602$530K0.15%+29113F-HRTimeline
Lazard Freres Gestion S.A.S.4,602$530K0.01%013F-HRTimeline
BANQUE PICTET & CIE SA4,599$530K0.01%013F-HRTimeline
Foundry Financial Group, Inc.4,586$528K0.33%013F-HRTimeline
Financial Council, LLC4,573$527K0.27%013F-HRTimeline
DOLIVER ADVISORS, LP4,572$527K0.15%-11013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.4,566$526K0.05%-5913F-HRTimelineGroup
Pinnacle Financial Group, LLC / IL4,545$524K0.21%+24613F-HRTimeline
Wilkins Miller Wealth Management, LLC4,534$522K0.55%13F-HRTimeline
Trust Co4,516$520K0.06%-90013F-HRTimeline
Bonfire Financial4,513$520K0.47%13F-HRTimeline
Sterling Wealth Management, Inc.4,508$519K0.19%-22513F-HRTimeline
BigSur Wealth Management LLC4,500$518K0.15%013F-HRTimeline
Truvestments Capital LLC4,459$514K0.13%+32713F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,452$513K0.12%+213F-HRTimeline
Howard Capital Management Group, LLC4,449$513K0.04%-22413F-HRTimeline
APPLETON PARTNERS INC/MA4,440$512K0.04%+31713F-HRTimeline
Union Bancaire Privee, UBP SA4,452$512K0.01%13F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd4,437$511K0.04%new13F-HRTimelineGroup
CAPITAL CITY TRUST CO/FL4,414$509K0.13%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,395$506K0.34%+8213F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…4,385$505K0.08%+9813F-HRTimelineGroup
Nabity-Jensen Investment Management Inc4,380$505K0.38%013F-HRTimeline
ARS Investment Partners, LLC4,379$505K0.05%+87913F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp4,337$500K0.07%013F-HRTimelineGroup
Schonfeld Strategic Advisors LLC4,334$499K<0.01%-64,13313F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO4,327$499K0.09%+10713F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,320$498K0.01%new13F-HRTimelineGroup
Alexander Randolph Advisory, Inc.4,316$497K0.46%013F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding4,314$497K+1,955Timeline
Hollow Brook Wealth Management LLC4,297$495K0.15%013F-HRTimeline
Garner Asset Management Corp4,298$495K0.22%+1313F-HRTimeline
Transform Wealth, LLC4,295$495K0.03%-9013F-HRTimeline
True Link Financial Advisors, LLC4,285$494K0.04%+39813F-HRTimeline
Orgel Wealth Management, LLC4,282$493K0.01%+32813F-HRTimeline
Ballast, Inc.4,276$493K0.14%-8413F-HRTimeline
Trueblood Wealth Management, LLC4,276$493K0.24%+1,28513F-HRTimeline
Merriman Wealth Management, LLC4,275$493K0.02%+46513F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc4,273$492K0.31%13F-HRTimeline
SAGE RHINO CAPITAL LLC4,249$490K0.11%013F-HRTimeline
FC Advisory LLC4,247$489K0.16%-21513F-HRTimeline
Stokes Family Office, LLC4,243$489K0.05%+813F-HRTimeline
Keystone Wealth Services, LLC4,240$489K0.13%+25213F-HRTimeline
STAGE HARBOR FINANCIAL, LLC4,238$488K0.42%+17313F-HRTimeline
DAGCO, INC.4,232$488K0.16%+1,81613F-HRTimeline
Pine Haven Investment Counsel, Inc4,230$487K0.4%013F-HRTimeline
First PREMIER Bank4,230$487K0.12%-23913F-HRTimeline
Keeley-Teton Advisors, LLC4,226$487K0.06%-1,20013F-HRTimeline
Orange Investment Advisors, Inc.4,219$486K0.06%-36313F-HRTimeline
INVENIO WEALTH PARTNERS LLC4,209$485K0.2%-90813F-HRTimeline
Bensler, LLC4,207$485K0.06%+613F-HRTimeline
Procyon Advisors, LLC4,192$483K0.03%+30313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC4,166$480K0.18%+32713F-HRTimeline
Camarda Financial Advisors, LLC4,165$480K0.18%+2,16813F-HRTimeline
Adams Wealth Management4,157$479K0.09%+74013F-HRTimeline
CacheTech Inc.4,157$479K0.09%+74013F-HRTimeline
Trademark Financial Management, LLC4,134$476K0.38%-29613F-HRTimeline
Safeguard Financial, LLC4,130$476K0.1%+49013F-HRTimeline
F&V Capital Management, LLC4,125$475K0.12%+2,00013F-HRTimeline
Gray Wealth Management Inc.4,117$474K0.18%+313F-HRTimeline
WILLNER & HELLER, LLC4,115$474K0.42%-19113F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC4,108$473K0.11%-7013F-HRTimeline
Adero Partners, LLC4,101$473K0.03%013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group4,087$471K0.06%-5,26713F-HRTimelineGroup
Shared Vision Wealth Group LLC4,084$471K0.25%-19213F-HRTimeline
Rothschild Capital Partners, LLC4,076$470K0.11%-6913F-HRTimeline
Altus Wealth Group LLC4,074$469K0.21%+38613F-HRTimeline
M1 Capital Management LLC4,066$468K0.25%13F-HRTimeline
Leisure Capital Management4,051$467K0.18%013F-HRTimeline
CVFG LLC4,048$466K0.43%13F-HRTimeline
Allie Family Office LLC4,048$466K0.26%013F-HRTimeline
Kooman & Associates4,039$465K0.17%+413F-HRTimeline
Buttonwood Financial Advisors Inc.4,034$465K0.2%-24613F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC4,025$464K0.33%+1413F-HRTimeline
Plum Street Advisors, LLC4,012$462K0.23%-14413F-HRTimeline
Weaver Capital Management LLC4,011$462K0.13%-7813F-HRTimeline
S.A. Mason LLC4,011$462K0.24%+413F-HRTimeline
LAM GROUP, INC.4,000$461K0.33%013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC3,999$461K0.38%+31113F-HRTimeline
Stonebridge Capital Advisors LLC3,971$458K0.04%+4913F-HRTimeline
WEST MICHIGAN ADVISORS, LLC3,945$455K0.14%-15213F-HRTimeline
Lantz Financial LLC3,941$454K0.12%-1113F-HRTimeline
DUNCKER STREETT & CO INC3,924$452K0.08%+7413F-HRTimeline
TruWealth Advisors, LLC3,917$451K0.03%013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS3,916$451K0.02%new13F-HRTimeline
Washington Trust Bank3,912$451K0.04%+9913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ironwood Investment Counsel, LLC3,908$450K0.08%+2513F-HRTimeline
Aufman Associates Inc3,908$450K0.3%+2213F-HRTimeline
Fermata Advisors, LLC3,906$450K0.08%-31413F-HRTimeline
Dentgroup LLC3,897$449K0.34%-2813F-HRTimeline
Activest Wealth Management3,889$448K0.13%+2,92513F-HRTimeline
LifeSteps Financial, Inc.3,871$446K0.34%-61413F-HRTimeline
Lavaca Capital LLC3,864$445K0.2%new13F-HRTimeline
Tassel Capital Management, Inc.3,861$445K0.39%13F-HRTimeline
SIMA Wealth Partners, LLC3,840$442K0.38%-2,87613F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV3,839$442K0.03%13F-HR/ATimeline
ARGENT CAPITAL MANAGEMENT LLC3,825$441K0.01%-36113F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC3,818$440K0.03%+1213F-HRTimeline
ALERUS FINANCIAL NA3,797$437K0.03%+2413F-HRTimeline
Patton Albertson Miller Group, LLC3,772$435K0.06%+26513F-HRTimeline
Vise Technologies, Inc.3,767$434K0.04%new13F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …3,761$433K0.03%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,760$433K0.17%-30313F-HRTimeline
ARS Wealth Advisors Group, LLC3,758$433K0.06%-1113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP3,748$432K0.01%+1,10013F-HR/ATimelineGroup
Redmond Asset Management, LLC3,743$431K0.11%+20413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/3,724$430K<0.01%-86213F-HRTimeline
Cascade Financial Partners, LLC3,730$430K0.06%+13213F-HRTimeline
Bank of New Hampshire3,727$429K0.11%+8813F-HRTimeline
Portland Financial Advisors Inc3,721$429K1.15%13F-HRTimeline
Alpha Cubed Investments, LLC3,718$428K0.02%-28913F-HRTimeline
High Probability Advisors, LLC3,709$427K0.08%-14113F-HRTimeline
GLOBALT Investments LLC / GA3,691$425K0.02%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,688$425K<0.01%new13F-HRTimelineGroup
CRUX WEALTH ADVISORS3,687$425K0.24%13F-HRTimeline
Soundwatch Capital LLC3,673$423K0.04%+87213F-HRTimeline
SENTINEL TRUST CO LBA3,672$423K0.05%-5213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC3,662$422K0.03%013F-HRTimeline
Seelaus Asset Management LLC3,645$420K0.38%-23913F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC3,643$420K0.16%+37913F-HRTimeline
NCM Capital Management, LLC3,637$419K0.19%-5013F-HRTimeline
Vermillion Wealth Management, Inc.3,623$417K0.21%13F-HRTimeline
Wiser Advisor Group LLC3,615$417K0.61%+3413F-HRTimeline
TCP Asset Management, LLC3,612$416K0.09%-43313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,601$415K0.08%+24513F-HRTimeline
Octavia Wealth Advisors, LLC3,596$414K0.05%-313F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC3,589$414K0.08%+20113F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,563$411K0.01%+17313F-HRTimeline
LexAurum Advisors, LLC3,556$410K0.08%-16413F-HRTimeline
Carbahal Olsen Financial Services Group…3,554$409K0.38%13F-HRTimeline
CFM WEALTH PARTNERS LLC3,552$409K0.07%013F-HRTimeline
Fortis Capital Advisors, LLC3,511$409K0.14%-8,88113F-HRTimeline
GDS Wealth Management3,548$409K0.04%+39213F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,545$408K0.22%013F-HRTimeline
Archvest Wealth Advisors, Inc.3,537$408K0.3%-36813F-HRTimeline
Hartford Financial Management Inc.3,533$407K0.08%+5513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC3,519$405K0.11%-1513F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,503$404K0.08%-20213F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,496$403K0.27%+113F-HRTimeline
Wealth Quarterback LLC3,494$403K0.19%-20813F-HRTimeline
Nautilus Advisors LLC3,490$402K0.32%13F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC3,484$401K0.28%013F-HRTimeline
Equita Financial Network, Inc.3,478$401K0.14%+55913F-HRTimeline
Dunhill Financial, LLC3,472$400K0.19%+32813F-HRTimeline
High Falls Advisors, Inc3,471$400K0.09%-70613F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,470$400K0.01%-13613F-HRTimeline
Sound Financial Strategies Group, LLC3,462$399K0.33%-40013F-HRTimeline
Maryland State Retirement & Pension Sys…3,457$398K0.01%-6,10213F-HRTimeline
MYCIO WEALTH PARTNERS, LLC3,440$396K0.09%new13F-HRTimeline
Independent Wealth Network Inc.3,436$396K0.16%-9113F-HRTimeline
Lifelong Wealth Advisors, Inc.3,436$396K0.18%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,430$395K0.06%-31813F-HRTimelineGroup
Winthrop Advisory Group LLC3,428$395K0.05%-8813F-HRTimeline