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Disclosery

IJR ISHARES TR

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SHS (fund)

2,511 managers (2,537 13F filers) reported a position in IJR shares at 2025-03-31, 544,307,477 shares in all. 86 filers opened a position and 163 filers sold out during the quarter.

Managers
2,511
13F filers
2,537
New
86
Added
1,081
Reduced
1,055
Sold out
163
Shares held by filers
544,307,477

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
DEBUSSY CAPITAL MANAGEMENT LP4,749$497K0.08%+6513F-HRTimeline
North Star Investment Management Corp.4,747$496K0.04%-64713F-HRTimeline
Smith Anglin Financial, LLC4,744$496K0.05%-74113F-HRTimeline
CBIZ Investment Advisory Services, LLC4,741$496K0.02%-25813F-HR/ATimeline
Maia Wealth LLC5,136$495K0.11%-25013F-HRTimeline
Signal Advisors Wealth, LLC4,737$495K0.05%-32813F-HRTimeline
Argent Advisors, Inc.4,724$494K0.17%-5913F-HRTimeline
Upper Left Wealth Management, LLC4,703$492K0.35%+1,61513F-HRTimeline
Charter Oak Capital Management, LLC4,702$492K0.05%+3013F-HRTimeline
DKM Wealth Management, Inc.4,686$490K0.48%-15413F-HRTimeline
Beacon Bank & Trust4,680$489K0.12%-2513F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC4,666$488K0.12%+55813F-HRTimeline
Ruggaard & Associates LLC4,665$488K0.21%-913F-HRTimeline
Sierra Capital LLC4,652$486K0.06%013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC4,644$486K0.17%-104,28613F-HRTimeline
Running Point Capital Advisors, LLC4,640$485K0.15%-5513F-HRTimeline
Parkside Investments, LLC4,636$485K0.07%-41713F-HRTimeline
waypoint wealth counsel4,621$483K0.3%new13F-HRTimeline
Aries Wealth Management4,603$481K0.13%+2,15713F-HRTimeline
Lazard Freres Gestion S.A.S.4,602$481K0.01%013F-HRTimeline
BANQUE PICTET & CIE SA4,599$481K0.01%013F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,598$481K0.11%+14613F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,588$480K0.03%-31013F-HR/ATimeline
Clear Harbor Asset Management, LLC4,582$479K0.04%+1,28013F-HRTimeline
Clark Asset Management, LLC4,578$479K0.08%+2,15413F-HRTimeline
Financial Council, LLC4,573$478K0.26%013F-HRTimeline
Pinnacle Financial Group, LLC / IL4,550$476K0.17%+513F-HRTimeline
Adams Wealth Management4,543$475K0.09%+38613F-HRTimeline
CacheTech Inc.4,543$475K0.09%+38613F-HRTimeline
Bonfire Financial4,514$472K0.44%+113F-HRTimeline
Relyea Zuckerberg Hanson LLC4,510$472K0.06%-19013F-HRTimeline
BigSur Wealth Management LLC4,500$471K0.13%013F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC4,500$471K0.36%-12413F-HRTimeline
Thomasville National Bank4,499$470K0.03%-10713F-HRTimeline
Clear Point Advisors Inc.4,498$470K0.42%-25813F-HRTimeline
Finley Financial, LLC4,660$470K0.26%-16013F-HRTimeline
Jackson Hole Capital Partners, LLC4,493$470K0.09%-14913F-HRTimeline
Courage Miller Partners, LLC4,489$469K0.16%-25013F-HRTimeline
S.A. Mason LLC4,478$468K0.25%+46713F-HRTimeline
Traveka Wealth, LLC4,468$467K0.26%-91413F-HRTimeline
HRT FINANCIAL LP4,474$467K<0.01%new13F-HRTimeline
GenTrust, LLC4,450$465K0.02%-5,09613F-HRTimeline
Cyndeo Wealth Partners, LLC4,449$465K0.03%-6,63513F-HRTimeline
Howard Capital Management Group, LLC4,449$465K0.04%013F-HRTimeline
Johnson Bixby & Associates, LLC4,432$463K0.07%-81513F-HRTimeline
Keeley-Teton Advisors, LLC4,426$463K0.06%+20013F-HRTimeline
BLKBRD Asset Management, LP4,418$462K0.56%new13F-HRTimeline
Truvestments Capital LLC4,416$462K0.1%-4313F-HRTimeline
JGP Wealth Management, LLC4,408$461K0.06%-86313F-HRTimeline
Triad Wealth Partners, LLC4,402$460K0.14%-4,08413F-HRTimeline
JB Capital LLC4,394$459K0.03%-59813F-HRTimeline
Nabity-Jensen Investment Management Inc4,380$458K0.36%013F-HRTimeline
FC Advisory LLC4,326$452K0.15%+7913F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…4,320$452K0.02%013F-HRTimelineGroup
APPLETON PARTNERS INC/MA4,300$450K0.03%-14013F-HRTimeline
Allie Family Office LLC4,293$449K0.25%+24513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.4,280$448K0.04%-28613F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.4,264$446K0.3%-13113F-HRTimeline
SAGE RHINO CAPITAL LLC4,249$444K0.1%013F-HRTimeline
FUTURE YOU WEALTH LLC4,241$443K0.28%+1,76913F-HRTimeline
STAGE HARBOR FINANCIAL, LLC4,238$443K0.38%013F-HRTimeline
Pine Haven Investment Counsel, Inc4,230$442K0.37%013F-HRTimeline
Orange Investment Advisors, Inc.4,218$441K0.05%-113F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.4,198$439K0.01%-48,41613F-HRTimelineGroup
Kooman & Associates4,187$438K0.16%+14813F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC4,185$438K0.46%+95213F-HRTimeline
INVENIO WEALTH PARTNERS LLC4,182$437K0.18%-2713F-HRTimeline
Lantz Financial LLC4,180$437K0.12%+23913F-HRTimeline
Shared Vision Wealth Group LLC4,180$437K0.24%+9613F-HRTimeline
Orgel Wealth Management, LLC4,165$436K0.01%-11713F-HRTimeline
DAGCO, INC.4,163$435K0.14%-6913F-HRTimeline
KWMG, LLC4,151$434K0.04%-2,33613F-HRTimeline
Foster Group, Inc.4,136$433K0.02%-60413F-HRTimeline
Stokes Family Office, LLC4,131$432K0.05%-11213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,127$432K0.08%+53813F-HRTimeline
Apriem Advisors4,125$431K0.05%-1,00013F-HRTimeline
MARQUETTE ASSOCIATES, INC.4,111$430K0.43%-14,71113F-HRTimeline
WILLNER & HELLER, LLC4,110$430K0.4%-513F-HRTimeline
Altus Wealth Group LLC4,102$429K0.2%+2813F-HRTimeline
Adero Partners, LLC4,101$429K0.03%013F-HRTimeline
TFB Advisors LLC4,070$426K0.12%-53213F-HRTimeline
BlueStem Wealth Partners, LLC4,057$424K0.06%-1,14513F-HRTimeline
Leisure Capital Management4,051$424K0.17%013F-HRTimeline
Safeguard Financial, LLC4,038$422K0.09%-9213F-HRTimeline
Wingate Wealth Advisors, Inc.4,035$422K0.49%-1,19313F-HRTimeline
PSI Advisors, LLC4,033$422K0.14%-87613F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC4,029$421K0.03%+21113F-HRTimeline
MOSAIC FINANCIAL GROUP, LLC4,030$421K0.34%+513F-HRTimeline
Gouws Capital LLC4,025$421K0.28%new13F-HRTimeline
First PREMIER Bank4,013$420K0.11%-21713F-HRTimeline
Plum Street Advisors, LLC4,012$420K0.2%013F-HRTimeline
Weaver Capital Management LLC4,011$419K0.11%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC4,009$419K0.09%-10,35013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group4,001$418K0.05%-8613F-HRTimelineGroup
LAM GROUP, INC.4,000$418K0.31%013F-HRTimeline
DUNCKER STREETT & CO INC3,984$417K0.08%+6013F-HRTimeline
Ballast, Inc.3,977$416K0.12%-29913F-HRTimeline
Keystone Wealth Services, LLC3,943$412K0.11%-29713F-HRTimeline
Koss-Olinger Consulting, LLC3,935$411K0.03%new13F-HRTimeline
Leonard Rickey Investment Advisors P.L.…4,250$410K0.09%-66013F-HRTimeline
TruWealth Advisors, LLC3,917$410K0.02%013F-HRTimeline
Aufman Associates Inc3,915$409K0.28%+713F-HRTimeline
Ironwood Investment Counsel, LLC3,914$409K0.07%+613F-HRTimeline
Washington Trust Bank3,912$409K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Alexander Randolph Advisory, Inc.3,890$407K0.4%-42613F-HRTimeline
Atlas Private Wealth Advisors3,888$407K0.06%+1,90013F-HRTimeline
Tassel Capital Management, Inc.3,881$406K0.35%+2013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO3,872$405K0.08%-45513F-HRTimeline
Spectrum Wealth Counsel, LLC3,856$403K0.05%-21,93613F-HRTimeline
LifeSteps Financial, Inc.3,845$402K0.33%-2613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC3,816$399K0.03%-7,53913F-HRTimeline
ARS Wealth Advisors Group, LLC3,809$398K0.06%+5113F-HRTimeline
ALERUS FINANCIAL NA3,797$397K0.03%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC3,779$395K0.15%+1913F-HRTimeline
Redmond Asset Management, LLC3,769$394K0.1%+2613F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …3,761$393K0.03%013F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT3,756$393K0.17%+40913F-HRTimeline
CVFG LLC3,754$393K0.36%-29413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/3,724$390K<0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,727$390K<0.01%+3913F-HRTimelineGroup
Bank of New Hampshire3,727$390K0.1%013F-HRTimeline
F&V Capital Management, LLC3,720$389K0.1%-40513F-HRTimeline
Cascade Financial Partners, LLC3,717$389K0.05%-1313F-HRTimeline
Garner Asset Management Corp3,712$388K0.17%-58613F-HRTimeline
CFM WEALTH PARTNERS LLC3,701$387K0.07%+14913F-HRTimeline
Ashford Advisors, LLC3,685$385K0.1%new13F-HRTimeline
Cove Private Wealth, LLC3,685$385K0.2%+1,20013F-HRTimeline
SENTINEL TRUST CO LBA3,672$384K0.05%013F-HRTimeline
TCI Wealth Advisors, Inc.3,667$383K0.03%+70913F-HRTimeline
CRUX WEALTH ADVISORS3,661$383K0.2%-2613F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,656$382K0.01%+9313F-HRTimeline
GDS Wealth Management3,649$382K0.03%+10113F-HRTimeline
Private Capital Management, LLC3,639$381K0.04%+1,81813F-HRTimeline
NCM Capital Management, LLC3,637$380K0.17%013F-HRTimeline
Hanson & Doremus Investment Management3,633$380K0.06%+26213F-HRTimeline
High Probability Advisors, LLC3,626$379K0.06%-8313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC3,623$379K0.15%-2013F-HRTimeline
TCP Asset Management, LLC3,612$378K0.08%013F-HRTimeline
M1 Capital Management LLC3,612$378K0.24%-45413F-HRTimeline
DT Investment Partners, LLC3,607$377K0.04%-2,80013F-HRTimeline
Octavia Wealth Advisors, LLC3,606$377K0.05%+1013F-HRTimeline
Sentry LLC3,604$377K0.07%+55313F-HRTimeline
Elgethun Capital Management3,595$376K0.08%+2,27113F-HRTimeline
Carbahal Olsen Financial Services Group…3,594$376K0.36%+4013F-HRTimeline
Dentgroup LLC3,586$375K0.28%-31113F-HRTimeline
FORTE CAPITAL LLC /ADV3,584$375K0.04%+34413F-HRTimeline
Transform Wealth, LLC3,583$375K0.02%-71213F-HRTimeline
Patton Albertson Miller Group, LLC3,572$374K0.06%-20013F-HR/ATimeline
Buttonwood Financial Advisors Inc.3,565$373K0.16%-46913F-HRTimeline
LexAurum Advisors, LLC3,564$373K0.07%+813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC3,553$372K0.12%-39213F-HRTimeline
Bedel Financial Consulting, Inc.3,640$370K0.05%-2,47413F-HRTimeline
Ausdal Financial Partners, Inc.3,533$369K0.03%+69013F-HRTimeline
Wiser Advisor Group LLC3,522$368K0.54%-9313F-HRTimeline
Hirtle & Co., LLC3,516$368K0.01%+12813F-HRTimeline
PRIVATE MANAGEMENT GROUP INC3,504$366K0.01%+3413F-HRTimeline
Nautilus Advisors LLC3,490$365K0.3%013F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC3,484$364K0.26%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC3,479$364K0.2%-6613F-HRTimeline
Hartford Financial Management Inc.3,478$364K0.08%-5513F-HRTimeline
Winthrop Advisory Group LLC3,477$364K0.04%+4913F-HRTimeline
Arax Advisory Partners3,475$363K0.02%+24313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…3,466$363K0.06%-13513F-HRTimeline
CGN Advisors LLC3,462$362K0.04%+8213F-HRTimeline
Invst, LLC3,454$361K0.05%+31713F-HRTimeline
MYCIO WEALTH PARTNERS, LLC3,450$361K0.09%+1013F-HRTimeline
SIMA Wealth Partners, LLC3,443$360K0.3%-39713F-HRTimeline
Diversified Enterprises, LLC3,439$360K0.03%+84613F-HRTimeline
Cypress Wealth Services, LLC3,434$359K0.07%-1,76413F-HRTimeline
Clarendon Private LLC3,430$359K0.38%+1113F-HRTimeline
PETRA FINANCIAL ADVISORS INC3,426$358K0.29%-7013F-HRTimeline
Alpha Cubed Investments, LLC3,424$358K0.02%-29413F-HRTimeline
Greystone Financial Group, LLC3,420$358K0.06%-2,93713F-HRTimeline
Bensler, LLC3,419$358K0.04%-78813F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp3,417$357K0.05%-92013F-HRTimelineGroup
Strive Asset Management, LLC3,413$357K0.25%-1,52113F-HR/ATimeline
Nadler Financial Group, Inc.3,406$356K0.04%013F-HRTimeline
Henderson Brothers Financial Partners, …2,963$356K0.18%13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,402$356K0.06%+13413F-HRTimeline
Vermillion Wealth Management, Inc.3,402$356K0.1%-22113F-HRTimeline
Rossby Financial, LCC3,560$355K0.15%+48613F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,397$355K0.2%+113F-HRTimeline
Foundry Financial Group, Inc.3,395$355K0.22%-1,19113F-HRTimeline
Poehling Capital Management, INC.3,393$355K0.09%013F-HRTimeline
Independent Wealth Network Inc.3,391$355K0.14%-4513F-HRTimeline
Investment Partners Asset Management, I…3,383$354K0.28%+27213F-HRTimeline
Private Wealth Management Group, LLC3,363$352K0.13%+1013F-HRTimeline
High Falls Advisors, Inc3,358$351K0.08%-11313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,357$351K0.02%+413F-HR/ATimeline
DAVIDSON INVESTMENT ADVISORS3,350$350K0.02%-56613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners3,321$347K0.06%-10913F-HRTimelineGroup
Sage Capital Management, LLC3,311$346K0.19%+513F-HRTimeline
Dunhill Financial, LLC3,308$346K0.16%-16413F-HRTimeline
Peloton Wealth Strategists3,299$345K0.14%+12513F-HRTimeline
FOSTER & MOTLEY INC3,295$345K0.02%-4113F-HRTimeline
Portland Financial Advisors Inc3,298$345K0.88%-42313F-HRTimeline
EVERETT HARRIS & CO /CA/3,294$344K<0.01%013F-HRTimeline
TABLEAUX LLC3,275$342K0.25%-12913F-HRTimeline
RMR Capital Management, LLC3,273$342K0.25%013F-HRTimeline
William Howard & Co Financial Advisors …3,271$342K0.32%+113F-HRTimeline