IJR ISHARES TR

SHS (fund)

2,487 managers (2,513 13F filers) reported a position in IJR shares at 2025-06-30, 523,139,229 shares in all. 108 filers opened a position and 126 filers sold out during the quarter.

Managers: 2,487
13F filers: 2,513
New: 108
Added: 920
Reduced: 1,182
Sold out: 126
Shares held by filers: 523,139,229

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Ballentine Capital Advisors, Inc	4,322	$472K	0.22%	-670	13F-HR Timeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…	4,320	$472K	0.01%	0	13F-HR Timeline Group
Traveka Wealth, LLC	4,318	$472K	0.25%	-150	13F-HR Timeline
Johnson Bixby & Associates, LLC	4,310	$471K	0.06%	-122	13F-HR Timeline
Allie Family Office LLC	4,304	$470K	0.23%	+11	13F-HR Timeline
Leisure Capital Management	4,300	$470K	0.18%	+249	13F-HR Timeline
MELFA WEALTH MANAGEMENT, INC.	4,293	$469K	0.3%	+29	13F-HR Timeline
Balefire, LLC	4,268	$466K	0.1%	+1,378	13F-HR Timeline
Charter Oak Capital Management, LLC	4,268	$466K	0.04%	-434	13F-HR Timeline
Orange Investment Advisors, Inc.	4,261	$466K	0.05%	+43	13F-HR Timeline
Kooman & Associates	4,255	$465K	0.16%	+68	13F-HR Timeline
Pine Haven Investment Counsel, Inc	4,230	$462K	0.36%	0	13F-HR Timeline
Sound Income Strategies, LLC	4,223	$462K	0.03%	-26,439	13F-HR Timeline
Leonard Rickey Investment Advisors P.L.…	4,215	$461K	0.09%	-35	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	4,209	$460K	0.03%	+180	13F-HR Timeline
GW HENSSLER & ASSOCIATES LTD	4,192	$458K	0.02%	-396	13F-HR Timeline
Orgel Wealth Management, LLC	4,183	$457K	0.01%	+18	13F-HR Timeline
Souders Financial Advisors	4,180	$457K	0.06%	-2,417	13F-HR Timeline
APPLETON PARTNERS INC/MA	4,169	$456K	0.03%	-131	13F-HR Timeline
Founders Financial Alliance, LLC	4,148	$453K	0.1%	-1,339	13F-HR Timeline
WATERSHED PRIVATE WEALTH LLC	4,138	$452K	0.16%	-1,274	13F-HR Timeline
Lantz Financial LLC	4,132	$452K	0.11%	-48	13F-HR Timeline
Stokes Family Office, LLC	4,128	$451K	0.05%	-3	13F-HR Timeline
Tribridge Partners Financial LLC	4,118	$450K	0.26%		13F-HR Timeline
Procyon Advisors, LLC	4,115	$450K	0.04%	-2,299	13F-HR Timeline
Altus Wealth Group LLC	4,109	$449K	0.2%	+7	13F-HR Timeline
First PREMIER Bank	4,098	$448K	0.11%	+85	13F-HR Timeline
GDS Wealth Management	4,074	$445K	0.03%	+425	13F-HR Timeline
HOLLENCREST CAPITAL MANAGEMENT	4,049	$443K	0.02%	-13,535	13F-HR Timeline
BlueStem Wealth Partners, LLC	4,046	$442K	0.05%	-11	13F-HR Timeline
MOSAIC FINANCIAL GROUP, LLC	4,035	$441K	0.34%	+5	13F-HR Timeline
Cyndeo Wealth Partners, LLC	4,034	$441K	0.03%	-415	13F-HR Timeline
Activest Wealth Management	4,026	$440K	0.11%	+923	13F-HR Timeline
Gouws Capital LLC	4,025	$440K	0.27%	0	13F-HR Timeline
KCM INVESTMENT ADVISORS LLC	4,023	$440K	0.01%	+367	13F-HR Timeline
Smith Anglin Financial, LLC	4,015	$439K	0.04%	-729	13F-HR Timeline
LAM GROUP, INC.	4,000	$437K	0.29%	0	13F-HR Timeline
Plum Street Advisors, LLC	3,997	$437K	0.19%	-15	13F-HR Timeline
DAGCO, INC.	3,980	$435K	0.12%	-183	13F-HR Timeline
Ballast, Inc.	3,977	$435K	0.11%	0	13F-HR/A Timeline
CLIENT 1ST ADVISORY GROUP, LLC	3,974	$434K	0.16%	+195	13F-HR Timeline
GM Advisory Group, LLC	3,974	$434K	0.02%	+812	13F-HR Timeline
Wells Financial Advisors INC	3,970	$434K	0.6%	-781	13F-HR Timeline
Bogart Wealth, LLC	3,969	$434K	0.02%	+2,055	13F-HR Timeline
Triad Wealth Partners, LLC	3,955	$432K	0.09%	-447	13F-HR Timeline
Keystone Wealth Services, LLC	3,952	$432K	0.1%	+9	13F-HR Timeline
Kingsman Wealth Management, Inc.	3,939	$430K	0.27%	-2,047	13F-HR Timeline
Aufman Associates Inc	3,923	$429K	0.26%	+8	13F-HR Timeline
Ironwood Investment Counsel, LLC	3,922	$429K	0.07%	+8	13F-HR Timeline
TruWealth Advisors, LLC	3,917	$428K	0.02%	0	13F-HR Timeline
waypoint wealth counsel	3,907	$427K	0.21%	-714	13F-HR Timeline
Atlas Private Wealth Advisors	3,898	$426K	0.05%	+10	13F-HR Timeline
WealthPLAN Partners, LLC	3,884	$425K	0.07%	-1,876	13F-HR Timeline
KWMG, LLC	3,877	$424K	0.04%	-274	13F-HR Timeline
DKM Wealth Management, Inc.	3,870	$423K	0.36%	-816	13F-HR Timeline
LifeSteps Financial, Inc.	3,870	$423K	0.29%	+25	13F-HR Timeline
Cascade Financial Partners, LLC	3,851	$421K	0.05%	+134	13F-HR Timeline
DUNCKER STREETT & CO INC	3,843	$420K	0.08%	-141	13F-HR Timeline
Private Capital Management, LLC	3,840	$420K	0.04%	+201	13F-HR Timeline
Cherry Tree Wealth Management, LLC	3,833	$419K	0.1%	-1,596	13F-HR Timeline
WILLNER & HELLER, LLC	3,818	$417K	0.35%	-292	13F-HR Timeline
ALERUS FINANCIAL NA	3,813	$417K	0.03%	+16	13F-HR Timeline
Nadler Financial Group, Inc.	3,796	$415K	0.04%	+390	13F-HR Timeline
F&V Capital Management, LLC	3,770	$412K	0.11%	+50	13F-HR Timeline
AlphaCore Capital LLC	3,767	$412K	0.02%	+1,233	13F-HR Timeline
L.M. KOHN & COMPANY	3,765	$411K	0.11%	-3,782	13F-HR Timeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …	3,761	$411K	0.03%	0	13F-HR Timeline
Truvestments Capital LLC	3,753	$410K	0.08%	-663	13F-HR Timeline
Winthrop Advisory Group LLC	3,752	$410K	0.04%	+275	13F-HR Timeline
CVFG LLC	3,745	$409K	0.32%	-9	13F-HR Timeline
PRICE T ROWE ASSOCIATES INC /MD/	3,724	$407K	<0.01%	0	13F-HR Timeline
Garner Asset Management Corp	3,721	$407K	0.19%	+9	13F-HR Timeline
Vestmark Advisory Solutions, Inc.	3,718	$406K	0.01%	+658	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	11,738	$406K	0.09%	-4,615	13F-HR Timeline
Collaborative Wealth Managment Inc.	3,713	$406K	0.18%	+742	13F-HR Timeline
ARS Wealth Advisors Group, LLC	3,710	$405K	0.05%	-99	13F-HR Timeline
TFB Advisors LLC	3,701	$404K	0.11%	-369	13F-HR Timeline
Milestone Asset Management Group, LLC	3,700	$404K	0.3%	+708	13F-HR Timeline
PSI Advisors, LLC	3,696	$404K	0.2%	-337	13F-HR Timeline
RAINEY & RANDALL WEALTH ADVISORS INC.	3,696	$404K	0.07%	-1,894	13F-HR Timeline
Rossby Financial, LCC	3,683	$403K	0.15%	+123	13F-HR Timeline
Weaver Capital Management LLC	3,674	$402K	0.1%	-337	13F-HR Timeline
Level Wealth Management LLC	3,672	$401K	0.23%	+1,689	13F-HR Timeline
SENTINEL TRUST CO LBA	3,672	$401K	0.04%	0	13F-HR Timeline
Alpha Cubed Investments, LLC	3,651	$399K	0.02%	+227	13F-HR Timeline
CRUX WEALTH ADVISORS	3,648	$399K	0.17%	-13	13F-HR Timeline
NOVARE CAPITAL MANAGEMENT LLC	3,645	$398K	0.03%	-171	13F-HR Timeline
Sovran Advisors, LLC	3,550	$398K	0.04%	-6,056	13F-HR Timeline
High Probability Advisors, LLC	3,626	$396K	0.06%	0	13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	3,614	$395K	0.11%	+61	13F-HR Timeline
M1 Capital Management LLC	3,612	$395K	0.2%	0	13F-HR Timeline
Sentry LLC	3,604	$394K	0.08%	0	13F-HR Timeline
MITCHELL CAPITAL MANAGEMENT CO	3,520	$394K	0.07%	-352	13F-HR Timeline
Washington Trust Bank	3,598	$393K	0.03%	-314	13F-HR TimelineThe filing omitted confidential holdings, a later amendment may add them.
Elgethun Capital Management	3,598	$393K	0.08%	+3	13F-HR Timeline
Clark Asset Management, LLC	3,596	$393K	0.05%	-982	13F-HR Timeline
Carbahal Olsen Financial Services Group…	3,594	$393K	0.33%	0	13F-HR Timeline
NCM Capital Management, LLC	3,587	$392K	0.16%	-50	13F-HR Timeline
CFM WEALTH PARTNERS LLC	3,577	$391K	0.06%	-124	13F-HR Timeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.	3,577	$391K	0.01%	-621	13F-HR Timeline Group
Bedel Financial Consulting, Inc.	3,562	$389K	0.05%	-78	13F-HR Timeline
DAYMARK WEALTH PARTNERS, LLC	3,561	$389K	0.01%	+204	13F-HR Timeline
THURSTON, SPRINGER, MILLER, HERD & TITA…	3,553	$389K	0.05%	+87	13F-HR Timeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC	3,545	$387K	0.04%	+870	13F-HR Timeline Group
Fortitude Advisory Group L.L.C.	3,541	$387K	0.22%	+155	13F-HR Timeline
COLUMBIA ADVISORY PARTNERS LLC	3,536	$386K	0.29%	new	13F-HR Timeline
TCP Asset Management, LLC	3,521	$385K	0.08%	-91	13F-HR Timeline
Hirtle & Co., LLC	3,516	$384K	0.01%	0	13F-HR Timeline
ARS Investment Partners, LLC	3,500	$383K	0.03%	-879	13F-HR Timeline
Wiser Advisor Group LLC	3,495	$382K	0.66%	-27	13F-HR Timeline
Koss-Olinger Consulting, LLC	3,492	$382K	0.03%	-443	13F-HR Timeline
Nautilus Advisors LLC	3,490	$381K	0.28%	0	13F-HR Timeline
Buttonwood Financial Advisors Inc.	3,487	$381K	0.15%	-78	13F-HR Timeline
Turning Point Benefit Group, Inc.	3,482	$381K	0.29%	+850	13F-HR Timeline
HOWARD WEALTH MANAGEMENT, LLC	3,481	$380K	0.19%	+2	13F-HR Timeline
Hartford Financial Management Inc.	3,478	$380K	0.1%	0	13F-HR Timeline
Investment Partners Asset Management, I…	3,476	$380K	0.26%	+93	13F-HR Timeline
LexAurum Advisors, LLC	3,473	$380K	0.06%	-91	13F-HR Timeline
CGN Advisors LLC	3,473	$380K	0.03%	+11	13F-HR Timeline
TUDOR INVESTMENT CORP ET AL	3,462	$378K	<0.01%	new	13F-HR Timeline
Creekmur Asset Management LLC	3,449	$377K	0.07%	-9,543	13F-HR Timeline
Clarendon Private LLC	3,442	$376K	0.36%	+12	13F-HR Timeline
Kraft, Davis & Associates, LLC	3,330	$376K	0.1%	-7,628	13F-HR Timeline
PETRA FINANCIAL ADVISORS INC	3,426	$374K	0.24%	0	13F-HR Timeline
Traub Capital Management LLC	3,423	$374K	0.35%		13F-HR Timeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.	3,420	$374K	0.03%	-860	13F-HR Timeline Group
Invst, LLC	3,402	$372K	0.05%	-52	13F-HR Timeline
Bensler, LLC	3,401	$372K	0.04%	-18	13F-HR Timeline
Poehling Capital Management, INC.	3,393	$371K	0.09%	0	13F-HR Timeline
PENOBSCOT WEALTH MANAGEMENT	3,393	$371K	0.13%	-363	13F-HR Timeline
Bank of New Hampshire	3,388	$370K	0.09%	-339	13F-HR Timeline
Trexquant Investment LP	3,378	$369K	<0.01%	-1,863	13F-HR Timeline
Independent Wealth Network Inc.	3,370	$368K	0.13%	-21	13F-HR Timeline
PRIVATE MANAGEMENT GROUP INC	3,364	$368K	0.01%	-140	13F-HR Timeline
Private Wealth Management Group, LLC	3,363	$368K	0.12%	0	13F-HR Timeline
Balboa Wealth Partners	3,361	$367K	0.07%	+249	13F-HR Timeline
DAVIDSON INVESTMENT ADVISORS	3,350	$366K	0.02%	0	13F-HR Timeline
Stonebridge Capital Advisors LLC	3,342	$365K	0.03%	+158	13F-HR Timeline
Sage Capital Management, LLC	3,319	$363K	0.17%	+8	13F-HR Timeline
Kaydan Wealth Management, Inc.	3,317	$363K	0.12%	+799	13F-HR Timeline
Hanson & Doremus Investment Management	3,313	$362K	0.05%	-320	13F-HR Timeline
Forum Financial Management, LPin group Forum Financial Management, LP	3,305	$361K	0.01%	+746	13F-HR Timeline Group
3EDGE Asset Management, LP	3,302	$361K	0.02%	new	13F-HR Timeline
Clare Market Investments LLC	3,289	$359K	0.08%	-2,297	13F-HR Timeline
FOSTER & MOTLEY INC	3,288	$359K	0.02%	-7	13F-HR Timeline
SIMA Wealth Partners, LLC	3,285	$359K	0.29%	-158	13F-HR Timeline
POTOMAC FUND MANAGEMENT INC /ADV	3,210	$358K	0.02%	-106	13F-HR/A Timeline
AVAII WEALTH MANAGEMENT, LLC	3,274	$358K	0.16%	+183	13F-HR Timeline
RMR Capital Management, LLC	3,273	$358K	0.26%	0	13F-HR Timeline
William Howard & Co Financial Advisors …	3,271	$358K	0.31%	0	13F-HR Timeline
Frank, Rimerman Advisors LLC	3,264	$357K	0.02%	+1	13F-HR Timeline
Strategic Equity Management	3,261	$356K	0.13%	+182	13F-HR Timeline
HIGHLAND CAPITAL MANAGEMENT, LLC	3,261	$356K	0.02%	0	13F-HR Timeline
Segment Wealth Management, LLC	3,254	$356K	0.02%	0	13F-HR Timeline
SAGE RHINO CAPITAL LLC	3,249	$355K	0.08%	-1,000	13F-HR Timeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…	3,244	$355K	0.02%	-10	13F-HR Timeline
OARSMAN CAPITAL, INC.	3,237	$354K	0.06%	0	13F-HR Timeline
Portland Financial Advisors Inc	3,228	$353K	0.85%	-70	13F-HR Timeline
Trademark Financial Management, LLC	3,221	$352K	0.22%	+14	13F-HR Timeline
New England Private Wealth Advisors LLC	3,151	$352K	0.05%	+1,211	13F-HR Timeline
Fermata Advisors, LLC	3,201	$350K	0.09%	-1,757	13F-HR Timeline
TRUST POINT INC.	3,194	$349K	0.03%	-2,463	13F-HR Timeline
WoodTrust Financial Corpin group WoodTrust Financial Corp	3,194	$349K	0.05%	-223	13F-HR Timeline Group
Bath Savings Trust Co	3,193	$349K	0.04%	0	13F-HR Timeline
High Falls Advisors, Inc	3,193	$349K	0.08%	-165	13F-HR Timeline
Prasad Wealth Partners, LLC	3,183	$348K	0.1%	+11	13F-HR Timeline
Heritage Trust Co	3,168	$346K	0.04%	0	13F-HR Timeline
Arbor Wealth Advisors LLC	3,164	$346K	0.28%	0	13F-HR Timeline
Vermillion Wealth Management, Inc.	3,160	$345K	0.16%	-242	13F-HR Timeline
LEUTHOLD GROUP, LLC	3,160	$345K	0.04%	new	13F-HR Timeline
Northside Capital Management, LLC	3,158	$345K	0.03%	0	13F-HR Timeline
CASTLE WEALTH MANAGEMENT LLC	3,158	$345K	0.13%	+1	13F-HR Timeline
Astoria Portfolio Advisors LLC.	3,071	$345K	0.1%	-2,763	13F-HR Timeline
Foundry Financial Group, Inc.	3,145	$344K	0.2%	-250	13F-HR Timeline
COLLECTIVE FAMILY OFFICE LLC	3,144	$344K	0.09%	0	13F-HR Timeline
Vident Advisory, LLCin group Vident Advisory, LLC	3,141	$343K	<0.01%	-3	13F-HR Timeline Group
Octavia Wealth Advisors, LLC	3,136	$343K	0.04%	-470	13F-HR Timeline
Harbor Asset Planning, Inc.	3,127	$342K	0.33%		13F-HR Timeline
Wingate Wealth Advisors, Inc.	3,101	$339K	0.3%	-934	13F-HR Timeline
Horizon Investment Services, LLC	3,093	$338K	0.15%	0	13F-HR Timeline
Clarity Wealth Advisors, LLC	3,090	$338K	0.08%	+30	13F-HR Timeline
DRW Securities, LLC	3,076	$336K	0.02%	new	13F-HR Timeline
Aspire Growth Partners LLC	3,068	$335K	0.27%	+11	13F-HR Timeline
Midwest Capital Advisors, LLC	3,060	$334K	0.18%	-4,767	13F-HR Timeline
MAIRS & POWER INC	3,053	$334K	<0.01%	+1,107	13F-HR Timeline
Sollinda Capital Management LLC	3,047	$333K	0.09%	new	13F-HR Timeline
Ausdal Financial Partners, Inc.	2,988	$331K	0.02%	-545	13F-HR Timeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…	3,012	$329K	0.03%	+14	13F-HR Timeline Group
Palumbo Wealth Management LLC	3,011	$329K	0.1%	+127	13F-HR Timeline
Fund Evaluation Group, LLC	3,010	$329K	0.01%	+3	13F-HR Timeline
EVERETT HARRIS & CO /CA/	3,000	$328K	<0.01%	-294	13F-HR Timeline
Clarity Capital Advisors, LLC	2,987	$326K	0.19%	+11	13F-HR Timeline
BALDWIN WEALTH PARTNERS LLC/MA	2,983	$326K	0.02%	0	13F-HR Timeline
BFSG, LLC	2,979	$326K	0.04%	+80	13F-HR Timeline
STERLING INVESTMENT MANAGEMENT, LLC	2,974	$325K	0.22%	-115	13F-HR Timeline
Oxinas Partners, LLC	2,974	$325K	0.17%	-87	13F-HR Timeline
DDD Partners, LLC	2,959	$323K	0.03%	0	13F-HR Timeline
Prosperity Consulting Group, LLC	2,959	$323K	0.02%	-9	13F-HR Timeline
WOODMONT INVESTMENT COUNSEL LLC	2,953	$323K	0.02%	-128	13F-HR Timeline
Patton Albertson Miller Group, LLC	2,952	$323K	0.04%	-620	13F-HR Timeline