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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
Frank, Rimerman Advisors LLC3,263$341K0.03%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC3,261$341K0.02%-15613F-HRTimeline
Segment Wealth Management, LLC3,254$340K0.02%013F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…3,254$340K0.02%013F-HRTimeline
OARSMAN CAPITAL, INC.3,237$338K0.06%-1913F-HRTimeline
FSA Advisors, Inc.3,224$337K0.27%new13F-HRTimeline
Trademark Financial Management, LLC3,207$335K0.26%-92713F-HRTimeline
Bath Savings Trust Co3,193$334K0.03%+1,34813F-HRTimeline
Stonebridge Capital Advisors LLC3,184$333K0.03%-78713F-HRTimeline
Seelaus Asset Management LLC3,177$332K0.32%-46813F-HRTimeline
Prasad Wealth Partners, LLC3,172$332K0.11%+1013F-HRTimeline
Heritage Trust Co3,168$331K0.04%013F-HRTimeline
Total Clarity Wealth Management, Inc.2,874$331K0.11%013F-HRTimeline
Arbor Wealth Advisors LLC3,164$331K0.3%013F-HRTimeline
GM Advisory Group, LLC3,162$331K0.02%+29513F-HRTimeline
Northside Capital Management, LLC3,158$330K0.05%013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC3,157$330K0.13%-813F-HRTimeline
Patten Group, Inc.3,151$330K0.08%-1213F-HRTimeline
Rothschild Capital Partners, LLC3,149$329K0.09%-92713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,147$329K0.11%+12813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC3,144$329K<0.01%-6,56413F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC3,144$329K0.09%-37513F-HRTimeline
Trust Co3,117$326K0.04%-1,39913F-HRTimeline
Aspen Wealth Management LLC3,116$326K0.09%-2113F-HRTimeline
Balboa Wealth Partners3,112$325K0.08%+21113F-HRTimeline
Archvest Wealth Advisors, Inc.3,112$325K0.27%-42513F-HRTimeline
IAG Wealth Partners, LLC3,107$325K0.05%013F-HRTimeline
Activest Wealth Management3,103$324K0.09%-78613F-HRTimeline
Pegasus Asset Management, Inc.3,100$324K0.13%-5113F-HRTimeline
Horizon Investment Services, LLC3,093$323K0.16%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC3,091$323K0.17%+48013F-HR/ATimeline
STERLING INVESTMENT MANAGEMENT, LLC3,089$323K0.23%-12613F-HRTimeline
Fortitude Advisory Group L.L.C.3,386$323K0.23%-913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC3,081$322K0.02%+12813F-HRTimeline
Strategic Equity Management3,079$322K0.14%-21,23213F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC3,065$321K0.03%-59713F-HRTimeline
Oxinas Partners, LLC3,061$320K0.19%013F-HRTimeline
Vestmark Advisory Solutions, Inc.3,060$320K0.01%new13F-HRTimeline
Clarity Wealth Advisors, LLC3,060$320K0.09%013F-HRTimeline
Callan Capital, LLC3,055$319K0.02%013F-HRTimeline
MAYPORT, LLC3,054$319K0.09%+28313F-HRTimeline
Garden State Investment Advisory Servic…3,034$318K0.1%-513F-HRTimeline
Wallace Advisory Group, LLC2,740$316K0.22%013F-HRTimeline
GREAT LAKES ADVISORS, LLC3,016$315K<0.01%+68013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc3,014$315K0.21%-1,25913F-HRTimeline
Fund Evaluation Group, LLC3,007$314K0.01%+813F-HRTimeline
Southland Equity Partners LLC3,005$314K0.07%-1913F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC2,996$314K0.13%-86,05513F-HRTimeline
Selway Asset Management3,000$314K0.13%013F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…2,998$314K0.03%-27113F-HRTimelineGroup
Sand Hill Global Advisors, LLC2,995$313K0.01%013F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV3,316$313K0.14%-52313F-HR/ATimeline
Milestone Asset Management Group, LLC2,992$313K0.28%+1913F-HRTimeline
PATTEN & PATTEN INC/TN2,991$313K0.02%-15713F-HRTimeline
Financial Advisors Network, Inc.2,988$312K0.05%+43413F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA2,983$312K0.02%+66313F-HRTimeline
Clarity Capital Advisors, LLC2,976$311K0.2%+913F-HRTimeline
Aspire Growth Partners LLC3,057$311K0.28%+6113F-HRTimeline
Collaborative Wealth Managment Inc.2,971$311K0.15%+49613F-HRTimeline
Prosperity Consulting Group, LLC2,968$310K0.02%new13F-HRTimeline
DDD Partners, LLC2,959$309K0.04%-3513F-HRTimeline
Claris Financial LLC2,678$308K0.2%013F-HRTimeline
Heritage Family Offices, LLP2,937$307K0.16%+313F-HRTimeline
O'ROURKE & COMPANY, Inc2,936$307K0.15%-12413F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P2,936$307K<0.01%-24,78913F-HRTimelineGroup
Lifelong Wealth Advisors, Inc.2,931$307K0.14%-50513F-HRTimeline
Synergy Investment Management, LLC2,928$306K0.13%013F-HRTimeline
Checchi Capital Advisers, LLC2,906$304K0.02%013F-HRTimeline
PINNEY & SCOFIELD, INC.2,904$304K0.22%013F-HRTimeline
BFSG, LLC2,899$303K0.04%-4713F-HRTimeline
Balefire, LLC2,890$302K0.1%new13F-HRTimeline
Palumbo Wealth Management LLC2,884$302K0.1%+4013F-HRTimeline
Insight Inv LLC2,876$301K0.21%013F-HRTimeline
NORDEN GROUP LLC2,872$300K0.03%-11913F-HRTimeline
Soundwatch Capital LLC2,858$299K0.14%-81513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…2,857$299K0.05%-2413F-HRTimeline
Newport Capital Group, LLC2,857$299K0.21%-813F-HRTimeline
M3 Advisory Group, LLC2,849$298K0.24%+3413F-HRTimeline
AA Financial Advisors, LLC2,849$298K0.07%-24513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.2,847$298K0.17%013F-HRTimeline
Capstone Financial Advisors, Inc.2,845$298K0.02%+713F-HRTimeline
Partners in Financial Planning2,844$297K0.06%-913F-HRTimeline
WEBSTER BANK, N. A.2,841$297K0.03%013F-HRTimeline
Elevated Capital Advisors, LLC2,810$294K0.08%-11613F-HRTimeline
Sheaff Brock Investment Advisors, LLC2,803$293K0.03%+71713F-HRTimeline
EPIQ PARTNERS, LLC2,800$293K0.15%013F-HRTimeline
Brookwood Investment Group LLC2,800$293K0.05%13F-HRTimeline
Eaton Financial Holdings Company, LLC2,798$293K0.12%+413F-HRTimeline
SANDERS MORRIS HARRIS LLC2,795$292K0.05%+19413F-HRTimeline
ArborFi Advisors, LLC2,794$292K0.29%+6213F-HRTimeline
Wilshire Advisors LLC27,920$292K0.92%+60213F-HR/ATimeline
Foguth Wealth Management, LLC.2,788$292K0.07%+40813F-HRTimeline
Glassman Wealth Services2,784$291K0.05%-40213F-HRTimeline
Legacy Financial Advisors, Inc.2,777$290K0.05%-62413F-HRTimeline
Institute for Wealth Management, LLC.2,775$290K0.04%-4913F-HRTimeline
Bluespring Wealth Management, LLC2,775$290K0.03%+6513F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,773$290K0.02%+3713F-HRTimeline
Wealth Quarterback LLC2,773$290K0.16%-72113F-HRTimeline
Vantage Point Financial LLC2,767$289K0.15%-34013F-HRTimeline
Fairman Group, LLC2,289$289K0.27%-22013F-HRTimeline
Ground Swell Capital, LLC2,764$289K0.66%new13F-HRTimeline
MEMBERS WEALTH LLC2,744$287K0.22%+32713F-HRTimeline
GERBER, LLC2,740$287K0.24%013F-HRTimeline
Bond & Devick Financial Network, Inc.2,734$286K0.1%013F-HRTimeline
Cardinal Point Capital Management ULC2,734$286K0.03%new13F-HRTimeline
LMG Wealth Partners, LLC2,733$286K0.06%+9813F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,720$284K0.24%013F-HRTimeline
Chancellor Financial Group WB LP2,703$283K0.23%-3113F-HRTimeline
Paragon Capital Management LLC2,703$283K0.16%-15613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC2,701$282K0.14%013F-HRTimeline
Trail Ridge Investment Advisors, LLC2,699$282K0.15%-52813F-HRTimeline
Revisor Wealth Management LLC2,693$282K0.13%new13F-HRTimeline
Infinity Wealth Counsel, LLC2,677$280K0.3%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC2,675$280K0.04%-9,52913F-HRTimelineGroup
LongView Wealth Management2,673$280K0.08%-37413F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC2,667$279K0.26%013F-HRTimeline
Stiles Financial Services Inc2,665$279K0.11%+3813F-HRTimeline
Parkside Advisors LLC2,664$279K0.07%013F-HRTimeline
Core Wealth Partners LLC2,664$279K0.16%013F-HRTimeline
Weaver Consulting Group2,655$278K0.08%+20813F-HRTimeline
Quartz Partners, LLC2,650$277K0.17%013F-HRTimeline
INSPIRE TRUST CO, N.A.2,643$276K0.07%-3,79113F-HRTimeline
Curtis Advisory Group, LLC2,641$276K0.08%-3313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC2,636$276K0.05%+15313F-HRTimeline
Atlantic Edge Private Wealth Management…2,627$275K0.08%-19,24513F-HRTimeline
Signet Investment Advisory Group, Inc.2,625$274K0.14%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,623$274K0.04%-3513F-HRTimeline
Radnor Capital Management, LLC2,617$274K0.05%new13F-HRTimeline
Facet Wealth, Inc.2,677$274K0.01%-67913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.2,616$274K0.12%-313F-HRTimeline
Kendall Capital Management2,610$273K0.08%-5913F-HRTimeline
Peregrine Asset Advisers, Inc.2,605$272K0.1%-12813F-HRTimeline
Paulson Wealth Management Inc.2,592$271K0.08%+513F-HRTimeline
CIM, LLC2,583$270K0.04%-49013F-HRTimeline
Avantax Planning Partners, Inc.2,567$268K0.01%-59013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,559$268K<0.01%-1,18913F-HRTimelineGroup
STRATEGY ASSET MANAGERS LLC2,552$267K0.06%-95113F-HRTimeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC2,544$266K<0.01%+713F-HRTimelineGroup
Pollock Investment Advisors, LLC2,540$266K0.21%013F-HRTimeline
AlphaCore Capital LLC2,534$265K0.02%+10713F-HRTimeline
Hollow Brook Wealth Management LLC2,530$265K0.08%-1,76713F-HRTimeline
E&G Advisors, LLC2,526$264K0.07%013F-HRTimeline
Brand Asset Management Group, Inc.2,518$263K0.11%013F-HRTimeline
Kaydan Wealth Management, Inc.2,518$263K0.08%-17013F-HRTimeline
PALO ALTO WEALTH ADVISORS, LLC2,433$263K0.1%013F-HRTimeline
NOVUS ADVISORS, LLC2,502$262K0.26%-713F-HRTimeline
Clayton Financial Group LLC2,501$261K0.1%-3213F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.2,500$261K<0.01%-5,20013F-HRTimelineGroup
Azimuth Capital Investment Management L…2,494$261K0.01%+17513F-HRTimeline
Ifrah Financial Services, Inc.2,490$260K0.07%-4813F-HRTimeline
Allodium Investment Consultants, LLC2,486$260K0.19%+713F-HRTimeline
GFG Capital, LLC2,478$259K0.08%-713F-HRTimeline
Drum Hill Capital, LLC2,465$258K0.3%013F-HRTimeline
Farmers National Bank2,462$257K0.07%+22213F-HRTimeline
D.B. Root & Company, LLC2,456$257K0.08%-12313F-HRTimeline
Almanack Investment Partners, LLC.2,450$256K0.05%-9,37113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,447$256K0.04%+26513F-HRTimeline
True Vision MN LLC2,446$256K0.15%-6413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,429$254K0.01%-20813F-HRTimelineGroup
Monterey Private Wealth, Inc.2,425$254K0.07%+313F-HRTimeline
New Insight Wealth Advisors2,419$253K0.11%-55113F-HRTimeline
Werba Rubin Papier Wealth Management2,419$253K0.06%-8413F-HRTimeline
Rosenberg Matthew Hamilton2,410$252K0.06%-4613F-HRTimeline
Legacy PCG, LLC2,408$252K0.18%013F-HRTimeline
BCGM Wealth Management, LLC2,406$252K0.08%-8713F-HRTimeline
Rockingstone Advisors LLC2,405$251K0.11%013F-HRTimeline
Copia Wealth Management2,404$251K0.23%+11513F-HRTimeline
Cohen Klingenstein LLC2,400$251K0.01%013F-HRTimeline
Towerpoint Wealth, LLC2,399$251K0.12%+1213F-HRTimeline
DDFG, Inc2,393$250K0.07%+513F-HRTimeline
Riverbend Wealth Management, LLC2,392$250K0.22%+8913F-HRTimeline
Investmark Advisory Group LLC2,392$250K0.12%+813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC2,385$249K0.07%-613F-HRTimeline
Stillwater Capital Advisors, LLC2,380$249K0.03%013F-HRTimeline
TrueWealth Advisors, LLC2,377$249K0.08%+55813F-HRTimeline
SFG Wealth Management, LLC.2,373$248K0.12%+8013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,369$248K0.12%+28913F-HRTimeline
Seascape Capital Management2,366$247K0.09%-34413F-HRTimeline
Iron Horse Wealth Management, LLC2,358$247K0.08%+5813F-HRTimeline
Turning Point Benefit Group, Inc.2,632$246K0.23%new13F-HRTimeline
City State Bank2,343$245K0.08%013F-HRTimeline
WEST BANCORPORATION INC2,336$244K0.17%-2013F-HRTimeline
LeConte Wealth Management, LLC2,333$244K0.16%13F-HRTimeline
Aberdeen Wealth Management LLC2,330$244K0.17%013F-HRTimeline
CONNORS INVESTOR SERVICES INC2,328$243K0.02%+19713F-HRTimeline
SFMG, LLC2,328$243K0.02%+413F-HRTimeline
GLOBALT Investments LLC / GA2,327$243K0.01%-1,36413F-HRTimeline
EIGHT 31 FINANCIAL, LLC2,325$243K0.16%+34213F-HRTimeline
REDW Wealth LLC2,325$243K0.09%+38513F-HRTimeline
Rollins Financial Advisors, LLC2,323$243K0.04%-38713F-HR/ATimeline
Beacon Capital Management, LLC2,323$243K0.03%-36913F-HRTimeline
Hickory Point Bank & Trust2,318$242K0.21%-3513F-HRTimeline
Blue Zone Wealth Advisors, LLC2,302$241K0.07%new13F-HRTimeline
Tempus Wealth Planning, LLC2,300$241K0.07%-29513F-HRTimeline
Pandora Wealth, Inc.2,300$241K0.16%13F-HRTimeline
Horst & Graben Wealth Management LLC2,294$240K0.04%+4413F-HRTimeline
GUIDANCE CAPITAL, INC2,322$239K0.07%-220,32413F-HRTimeline
4J Wealth Management LLC2,285$239K0.19%-8213F-HRTimeline
Wade Financial Advisory, Inc2,283$239K0.08%+1913F-HRTimeline
Colonial River Investments, LLC2,279$238K0.13%-17213F-HRTimeline