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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
Clarendon Private LLC3,419$394K0.41%13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,417$394K0.02%+29513F-HRTimeline
Facet Wealth, Inc.3,356$393K0.01%-1,53213F-HRTimeline
Nadler Financial Group, Inc.3,406$392K0.04%013F-HRTimeline
TABLEAUX LLC3,404$392K0.32%13F-HRTimeline
Douglass Winthrop Advisors, LLC3,402$392K0.01%+27913F-HRTimeline
Legacy Financial Advisors, Inc.3,401$392K0.06%-74313F-HRTimeline
Kimelman & Baird, LLC3,400$392K0.03%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT3,396$391K0.13%-16113F-HRTimeline
Fortitude Advisory Group L.L.C.3,395$391K0.24%+1213F-HRTimeline
Poehling Capital Management, INC.3,393$391K0.1%013F-HRTimeline
Hirtle & Co., LLC3,388$390K0.02%+33513F-HRTimeline
CGN Advisors LLC3,380$389K0.04%+1,11513F-HRTimeline
WR Wealth Planners, LLC3,374$389K0.13%-56113F-HRTimeline
Hanson & Doremus Investment Management3,371$388K0.06%+18513F-HRTimeline
Private Wealth Management Group, LLC3,353$386K0.15%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,353$386K0.02%-13213F-HR/ATimeline
PENOBSCOT WEALTH MANAGEMENT3,347$386K0.18%+5213F-HRTimeline
Smith Salley Wealth Management3,339$385K0.02%+113F-HRTimeline
FOSTER & MOTLEY INC3,336$384K0.02%+613F-HRTimeline
Sugar Maple Asset Management, LLC3,313$382K0.29%-1,32413F-HRTimeline
Sage Capital Management, LLC3,306$381K0.19%+2013F-HRTimeline
Clear Harbor Asset Management, LLC3,302$381K0.03%+9013F-HRTimeline
EVERETT HARRIS & CO /CA/3,294$380K<0.01%013F-HRTimeline
RMR Capital Management, LLC3,273$377K0.28%+19013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…3,269$377K0.04%+33613F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC3,268$377K0.07%-27,15513F-HRTimeline
Frank, Rimerman Advisors LLC3,263$376K0.03%013F-HRTimeline
William Howard & Co Financial Advisors …3,270$376K0.34%+113F-HRTimeline
OARSMAN CAPITAL, INC.3,256$375K0.07%-1,13313F-HRTimeline
Segment Wealth Management, LLC3,254$375K0.03%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,254$375K0.02%013F-HRTimeline
FORTE CAPITAL LLC /ADV3,240$373K0.04%+6313F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC3,233$373K0.41%13F-HRTimeline
Arax Advisory Partners3,232$372K0.02%+28813F-HRTimeline
Trail Ridge Investment Advisors, LLC3,227$372K0.18%013F-HRTimeline
Terril Brothers, Inc.3,219$371K0.11%+77513F-HRTimeline
Barnes Wealth Management Group, Inc3,215$370K0.25%13F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC3,215$370K0.29%new13F-HRTimeline
Glassman Wealth Services3,186$367K0.06%-13413F-HRTimeline
Peloton Wealth Strategists3,174$366K0.15%+10013F-HRTimeline
Global View Capital Management LLC3,180$366K0.13%13F-HRTimeline
Heritage Trust Co3,168$365K0.04%13F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,165$365K0.14%+213F-HRTimeline
Arbor Wealth Advisors LLC3,164$365K0.32%-66013F-HRTimeline
Patten Group, Inc.3,163$364K0.08%-4013F-HRTimeline
Prasad Wealth Partners, LLC3,162$364K0.12%13F-HRTimeline
Northside Capital Management, LLC3,158$364K0.1%013F-HRTimeline
Avantax Planning Partners, Inc.3,157$364K0.01%+3113F-HRTimeline
Pegasus Asset Management, Inc.3,151$363K0.14%013F-HRTimeline
PATTEN & PATTEN INC/TN3,148$363K0.02%+19213F-HRTimeline
Mission Creek Capital Partners, Inc.3,139$362K0.08%-813F-HRTimeline
Aspen Wealth Management LLC3,137$361K0.11%-51313F-HRTimeline
Invst, LLC3,137$361K0.04%-86913F-HRTimeline
Investment Partners Asset Management, I…3,111$358K0.28%013F-HRTimeline
IAG Wealth Partners, LLC3,107$358K0.06%-15113F-HRTimeline
Vantage Point Financial LLC3,107$358K0.19%13F-HRTimeline
AA Financial Advisors, LLC3,094$356K0.1%+15713F-HRTimeline
Horizon Investment Services, LLC3,093$356K0.15%-1,06613F-HRTimeline
Upper Left Wealth Management, LLC3,088$356K0.3%+51913F-HRTimeline
Hobbs Group Advisors, LLC3,084$355K0.13%+19813F-HRTimeline
Rossby Financial, LCC3,074$354K0.22%13F-HRTimeline
CIM, LLC3,073$354K0.05%013F-HRTimeline
Oxinas Partners, LLC3,061$353K0.21%-2013F-HRTimeline
O'ROURKE & COMPANY, Inc3,060$353K0.17%-25413F-HRTimeline
Clarity Wealth Advisors, LLC3,060$353K0.1%-19013F-HRTimeline
Callan Capital, LLC3,055$352K0.03%013F-HRTimeline
Sentry LLC3,051$352K0.07%-55313F-HRTimeline
LongView Wealth Management3,047$351K0.11%-41113F-HRTimeline
Garden State Investment Advisory Servic…3,039$351K0.11%-1413F-HRTimeline
Goodwin Investment Advisory3,042$351K0.18%-20213F-HRTimeline
Southland Equity Partners LLC3,024$348K0.08%+613F-HRTimeline
Knuff & Co LLC3,021$348K0.11%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,019$348K0.04%+76513F-HRTimeline
MAIRS & POWER INC3,008$347K<0.01%013F-HRTimeline
Selway Asset Management3,000$346K0.14%013F-HR/ATimeline
Fund Evaluation Group, LLC2,999$346K0.02%new13F-HRTimeline
Aspire Growth Partners LLC2,996$345K0.34%13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co2,996$345K<0.01%013F-HRTimelineGroup
Sand Hill Global Advisors, LLC2,995$345K0.01%+46213F-HRTimeline
United Asset Strategies, Inc.2,994$345K0.03%+69013F-HRTimeline
DDD Partners, LLC2,994$345K0.04%+3513F-HRTimeline
NORDEN GROUP LLC2,991$345K0.04%-313F-HRTimeline
Signature Wealth Management Partners, L…2,976$343K0.24%+34913F-HRTimeline
Milestone Asset Management Group, LLC2,973$343K0.31%13F-HRTimeline
New Insight Wealth Advisors2,970$342K0.17%-15613F-HRTimeline
Clarity Capital Advisors, LLC2,967$342K0.23%+2913F-HRTimeline
TCI Wealth Advisors, Inc.2,958$341K0.03%-15313F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC2,953$340K0.03%013F-HRTimeline
BFSG, LLC2,946$339K0.04%013F-HRTimeline
Heritage Family Offices, LLP2,934$338K0.17%+313F-HRTimeline
Peterson Wealth Services2,930$338K0.1%-7113F-HRTimeline
Synergy Investment Management, LLC2,928$337K0.15%13F-HRTimeline
Elevated Capital Advisors, LLC2,926$337K0.09%+213F-HRTimeline
Buffington Mohr McNeal2,924$337K0.06%013F-HRTimeline
Checchi Capital Advisers, LLC2,906$335K0.03%013F-HRTimeline
PINNEY & SCOFIELD, INC.2,904$335K0.25%13F-HRTimeline
Balboa Wealth Partners2,901$334K0.08%new13F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,881$332K0.05%+113F-HRTimeline
Insight Inv LLC2,876$331K0.23%+2,78413F-HRTimeline
Total Clarity Wealth Management, Inc.2,874$331K0.11%-913F-HRTimeline
Catalina Capital Group, LLC2,874$331K0.11%-1413F-HRTimeline
GM Advisory Group, LLC2,867$330K0.02%+27013F-HRTimeline
Newport Capital Group, LLC2,865$330K0.24%-5213F-HRTimeline
Paragon Capital Management LLC2,859$329K0.18%013F-HRTimeline
Partners in Financial Planning2,853$329K0.07%-19613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,847$328K0.19%+5113F-HRTimeline
Palumbo Wealth Management LLC2,844$328K0.12%+1913F-HRTimeline
Ausdal Financial Partners, Inc.2,843$328K0.03%+713F-HRTimeline
WEBSTER BANK, N. A.2,841$327K0.04%-24013F-HRTimeline
Capstone Financial Advisors, Inc.2,838$327K0.02%+2413F-HRTimeline
Institute for Wealth Management, LLC.2,824$325K0.04%+2913F-HRTimeline
CWA Asset Management Group, LLC2,822$325K0.02%+23013F-HRTimeline
M3 Advisory Group, LLC2,815$324K0.23%+113F-HRTimeline
EPIQ PARTNERS, LLC2,800$323K0.17%-2,82213F-HRTimeline
Eaton Financial Holdings Company, LLC2,794$322K0.12%-54,72813F-HRTimeline
Wallace Advisory Group, LLC2,740$320K0.22%013F-HRTimeline
Bond & Devick Financial Network, Inc.2,734$320K0.14%013F-HRTimeline
MAYPORT, LLC2,771$319K0.09%new13F-HRTimeline
GERBER, LLC2,740$316K0.23%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,736$315K0.02%013F-HRTimeline
Chancellor Financial Group WB LP2,734$315K0.25%13F-HRTimeline
Peregrine Asset Advisers, Inc.2,733$315K0.12%-7313F-HRTimeline
ArborFi Advisors, LLC2,732$315K0.32%13F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,720$313K0.25%+27513F-HRTimeline
Bluespring Wealth Management, LLC2,710$312K0.03%-23513F-HRTimeline
Rollins Financial Advisors, LLC2,710$312K0.05%+5013F-HRTimeline
Seascape Capital Management2,710$312K0.11%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC2,701$311K0.16%new13F-HRTimeline
Holland Advisory Services, Inc.2,697$311K0.41%+413F-HRTimeline
Beacon Capital Management, LLC2,692$310K0.04%+413F-HRTimeline
Kaydan Wealth Management, Inc.2,688$310K0.1%+14413F-HRTimeline
Claris Financial LLC2,678$308K0.2%13F-HRTimeline
Infinity Wealth Counsel, LLC2,677$308K0.33%13F-HRTimeline
HILL ISLAND FINANCIAL LLC2,675$308K0.09%+2113F-HRTimeline
Curtis Advisory Group, LLC2,674$308K0.08%-19413F-HRTimeline
Verity Asset Management, Inc.9,745$308K0.17%-11,73513F-HRTimeline
Kendall Capital Management2,669$308K0.09%new13F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,667$307K0.28%+10013F-HRTimeline
Parkside Advisors LLC2,664$307K0.07%013F-HRTimeline
Core Wealth Partners LLC2,664$307K0.18%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,658$306K0.04%+13413F-HRTimeline
Quartz Partners, LLC2,650$305K0.19%+10013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,637$304K0.01%-2,27813F-HRTimelineGroup
LMG Wealth Partners, LLC2,635$304K0.07%+2713F-HRTimeline
Stiles Financial Services Inc2,627$303K0.11%+1313F-HRTimeline
Signet Investment Advisory Group, Inc.2,625$302K0.15%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,619$302K0.14%+513F-HRTimeline
SANDERS MORRIS HARRIS LLC2,601$301K0.04%+2313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC2,611$301K0.15%new13F-HRTimeline
FF Advisors,LLC2,442$300K0.21%013F-HRTimeline
INVESTMENT PARTNERS, LTD.2,602$300K0.12%+413F-HRTimeline
Tempus Wealth Planning, LLC2,595$299K0.09%new13F-HRTimeline
Diversified Enterprises, LLC2,593$299K0.03%+59013F-HRTimeline
Paulson Wealth Management Inc.2,587$298K0.08%+1113F-HRTimeline
Heritage Financial Services, LLC2,586$298K0.04%+21613F-HRTimeline
D.B. Root & Company, LLC2,579$297K0.09%-30113F-HRTimeline
Financial Advisors Network, Inc.2,554$294K0.05%13F-HRTimeline
Pollock Investment Advisors, LLC2,540$293K0.24%13F-HRTimeline
Ifrah Financial Services, Inc.2,538$292K0.08%-1,30913F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,537$292K<0.01%+2513F-HRTimelineGroup
Clayton Financial Group LLC2,533$292K0.11%+1613F-HRTimeline
E&G Advisors, LLC2,526$291K0.08%+5013F-HRTimeline
Brand Asset Management Group, Inc.2,518$290K0.12%-10013F-HRTimeline
True Vision MN LLC2,510$289K0.17%+27413F-HRTimeline
NOVUS ADVISORS, LLC2,509$289K0.29%13F-HRTimeline
Fairman Group, LLC2,509$289K0.24%+2113F-HRTimeline
Werba Rubin Papier Wealth Management2,503$288K0.07%+513F-HRTimeline
BCGM Wealth Management, LLC2,493$287K0.09%+7413F-HRTimeline
HTLF Bank2,489$287K0.03%+2713F-HRTimeline
GFG Capital, LLC2,485$286K0.08%-4413F-HRTimeline
Cove Private Wealth, LLC2,485$286K0.17%new13F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,483$286K0.05%013F-HRTimeline
Allodium Investment Consultants, LLC2,479$286K0.24%13F-HRTimeline
Collaborative Wealth Managment Inc.2,475$285K0.13%-10413F-HRTimeline
Aprio Wealth Management, LLC2,472$285K0.04%+50313F-HRTimeline
FUTURE YOU WEALTH LLC2,472$285K0.2%13F-HRTimeline
Drum Hill Capital, LLC2,465$284K0.35%13F-HRTimeline
Foguth Wealth Management, LLC.2,380$283K0.07%new13F-HRTimeline
Rosenberg Matthew Hamilton2,456$283K0.07%+28113F-HRTimeline
Colonial River Investments, LLC2,451$282K0.14%+12213F-HRTimeline
Weaver Consulting Group2,447$282K0.09%+22713F-HRTimeline
Aries Wealth Management2,446$282K0.08%013F-HRTimeline
Avondale Wealth Management2,441$281K0.18%-2,45013F-HRTimeline
Sugarloaf Wealth Management, LLC2,438$281K0.05%-16313F-HRTimeline
Nicholas Hoffman & Company, LLC.2,438$281K0.01%+113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
PALO ALTO WEALTH ADVISORS, LLC2,433$280K0.1%+213F-HRTimeline
AlphaCore Capital LLC2,427$280K0.06%+72313F-HRTimeline
MEMBERS WEALTH LLC2,417$279K0.21%13F-HRTimeline
Clark Asset Management, LLC2,424$279K0.05%-31113F-HRTimeline
Monterey Private Wealth, Inc.2,422$279K0.09%-81113F-HRTimeline
Flaharty Asset Management, LLC2,414$278K0.04%+2,30013F-HRTimeline
Legacy PCG, LLC2,408$277K0.2%-1,23813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,406$277K0.05%+13213F-HRTimelineGroup
Rockingstone Advisors LLC2,405$277K0.12%new13F-HRTimeline
Cohen Klingenstein LLC2,400$277K0.01%013F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC2,399$276K0.04%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,391$275K0.08%new13F-HRTimeline
DDFG, Inc2,388$275K0.08%+4113F-HRTimeline
Towerpoint Wealth, LLC2,387$275K0.13%-5813F-HRTimeline