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
Southland Equity Partners LLC	2,950	$322K	0.07%	-55	13F-HR Timeline
Legacy Edge Advisors, LLC	2,941	$321K	0.04%	new	13F-HR Timeline
Redmond Asset Management, LLC	2,934	$321K	0.08%	-835	13F-HR Timeline
PATTEN & PATTEN INC/TN	2,932	$320K	0.02%	-59	13F-HR Timeline
Towerpoint Wealth, LLC	2,927	$320K	0.14%	+528	13F-HR Timeline
NORDEN GROUP LLC	2,924	$320K	0.03%	+52	13F-HR Timeline
TABLEAUX LLC	2,923	$319K	0.18%	-352	13F-HR/A Timeline
Rollins Financial Advisors, LLC	2,914	$318K	0.05%	+591	13F-HR Timeline
Synergy Investment Management, LLC	2,911	$318K	0.19%	-17	13F-HR Timeline
Checchi Capital Advisers, LLC	2,906	$318K	0.02%	0	13F-HR Timeline
JUNCTURE WEALTH STRATEGIES, LLC	2,905	$317K	0.11%	-718	13F-HR Timeline
Parkside Advisors LLC	2,905	$317K	0.07%	+241	13F-HR Timeline
PINNEY & SCOFIELD, INC.	2,904	$317K	0.21%	0	13F-HR Timeline
Peloton Wealth Strategists	2,899	$317K	0.13%	-400	13F-HR Timeline
Lifelong Wealth Advisors, Inc.	2,893	$316K	0.11%	-38	13F-HR Timeline
Lion Street Advisors, LLC	2,876	$314K	0.1%	-2,403	13F-HR Timeline
O'ROURKE & COMPANY, Inc	2,868	$313K	0.15%	-68	13F-HR Timeline
ACORN FINANCIAL ADVISORY SERVICES INC /…	2,857	$312K	0.05%	0	13F-HR Timeline
M3 Advisory Group, LLC	2,849	$311K	0.22%	0	13F-HR Timeline
Garden State Investment Advisory Servic…	2,839	$311K	0.08%	-195	13F-HR Timeline
WEBSTER BANK, N. A.	2,841	$310K	0.03%	0	13F-HR Timeline
SANDERS MORRIS HARRIS LLC	2,835	$310K	0.07%	+40	13F-HR Timeline
Trust Co	2,835	$310K	0.03%	-282	13F-HR Timeline
Insight Inv LLC	2,828	$309K	0.21%	-48	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	2,808	$307K	0.02%	-257	13F-HR Timeline
Sand Hill Global Advisors, LLC	2,807	$307K	0.01%	-188	13F-HR Timeline
EPIQ PARTNERS, LLC	2,800	$306K	0.16%	0	13F-HR Timeline
Facet Wealth, Inc.	2,774	$306K	0.01%	+97	13F-HR Timeline
Azimuth Capital Investment Management L…	2,795	$305K	0.01%	+301	13F-HR Timeline
Heritage Family Offices, LLP	2,937	$305K	0.15%	0	13F-HR Timeline
AA Financial Advisors, LLC	2,791	$305K	0.07%	-58	13F-HR Timeline
Allodium Investment Consultants, LLC	2,786	$305K	0.19%	+300	13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	2,783	$304K	0.12%	+414	13F-HR Timeline
Bluespring Wealth Management, LLC	2,775	$303K	0.03%	0	13F-HR Timeline
Newport Capital Group, LLC	2,774	$303K	0.21%	-83	13F-HR Timeline
ROTHSCHILD INVESTMENT LLC	2,773	$303K	0.02%	0	13F-HR Timeline
Werba Rubin Papier Wealth Management	2,772	$303K	0.06%	+353	13F-HR Timeline
Vantage Point Financial LLC	2,767	$302K	0.13%	0	13F-HR Timeline
Opal Wealth Advisors, LLC	2,762	$302K	0.08%	-8,318	13F-HR Timeline
MAYPORT, LLC	2,762	$302K	0.07%	-292	13F-HR Timeline
LMG Wealth Partners, LLC	2,761	$302K	0.06%	+28	13F-HR Timeline
CHANNEL WEALTH LLC	2,759	$302K	0.09%	new	13F-HR Timeline
Warren Street Wealth Advisors, LLC	2,746	$300K	0.1%	new	13F-HR Timeline
GERBER, LLC	2,740	$299K	0.21%	0	13F-HR Timeline
Bond & Devick Financial Network, Inc.	2,734	$299K	0.1%	0	13F-HR Timeline
Murphy, Middleton, Hinkle & Parker, Inc.	2,847	$298K	0.17%	0	13F-HR Timeline
Avantax Planning Partners, Inc.	2,717	$297K	0.01%	+150	13F-HR Timeline
Seelaus Asset Management LLC	2,712	$296K	0.26%	-465	13F-HR Timeline
Paragon Capital Management LLC	2,703	$295K	0.15%	0	13F-HR Timeline
Stonehearth Capital Management, LLC	2,701	$295K	0.12%	-53,764	13F-HR Timeline
Riverbend Wealth Management, LLC	2,700	$295K	0.22%	+308	13F-HR Timeline
Chancellor Financial Group WB LP	2,690	$294K	0.23%	-13	13F-HR Timeline
DOPKINS WEALTH MANAGEMENT, LLC	2,690	$294K	0.13%	-11	13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	2,689	$294K	0.12%	+73	13F-HR Timeline
Elevated Capital Advisors, LLC	2,810	$294K	0.08%	0	13F-HR Timeline
Infinity Wealth Counsel, LLC	2,677	$293K	0.3%	0	13F-HR Timeline
Net Worth Advisory Group	2,673	$292K	0.06%	new	13F-HR Timeline
Core Wealth Partners LLC	2,664	$291K	0.15%	0	13F-HR Timeline
BLODGETT WEALTH ADVISORS, LLC	2,660	$291K	0.23%	-60	13F-HR Timeline
Financial Advisors Network, Inc.	2,659	$291K	0.04%	-329	13F-HR Timeline
Radnor Capital Management, LLC	2,657	$290K	0.05%	+40	13F-HR Timeline
Trail Ridge Investment Advisors, LLC	2,621	$289K	0.14%	-78	13F-HR Timeline
Curtis Advisory Group, LLC	2,641	$289K	0.07%	0	13F-HR Timeline
Glassman Wealth Services	2,635	$288K	0.04%	-149	13F-HR Timeline
Peregrine Asset Advisers, Inc.	2,632	$288K	0.09%	+27	13F-HR Timeline
Stiles Financial Services Inc	2,627	$287K	0.1%	-38	13F-HR Timeline
Clearstead Trust, LLC	2,627	$287K	0.05%	+460	13F-HR Timeline
FF Advisors,LLC	2,627	$287K	0.15%	+460	13F-HR Timeline
Signet Investment Advisory Group, Inc.	2,625	$287K	0.15%	0	13F-HR Timeline
Wallace Advisory Group, LLC	2,740	$287K	0.21%	0	13F-HR Timeline
IAG Wealth Partners, LLC	2,607	$285K	0.04%	-500	13F-HR Timeline
SIMON QUICK ADVISORS, LLC	2,596	$284K	0.01%	-8,344	13F-HR/A Timeline
STEPHEN J. GARRY & ASSOCIATES, LLC	2,596	$284K	0.25%	-71	13F-HR Timeline
Paulson Wealth Management Inc.	2,592	$283K	0.07%	0	13F-HR Timeline
Aspen Wealth Management LLC	2,582	$282K	0.07%	-534	13F-HR Timeline
Kendall Capital Management	2,578	$282K	0.07%	-32	13F-HR Timeline
ICONIQ Capital, LLCin group ICONIQ Capital, LLC	2,554	$279K	<0.01%	+10	13F-HR Timeline Group
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P	2,553	$279K	<0.01%	-383	13F-HR Timeline Group
Pacific Sage Partners, LLC	2,551	$279K	0.06%	+277	13F-HR Timeline
Rockbridge Investment Management, LCC	2,545	$278K	0.03%	+465	13F-HR Timeline
Pandora Wealth, Inc.	2,545	$278K	0.17%	+245	13F-HR Timeline
VESTOR CAPITAL, LLC	661	$278K	0.02%	-26,384	13F-HR Timeline
Pollock Investment Advisors, LLC	2,540	$278K	0.23%	0	13F-HR Timeline
Legacy Financial Advisors, Inc.	2,529	$276K	0.04%	-248	13F-HR Timeline
Brand Asset Management Group, Inc.	2,518	$275K	0.1%	0	13F-HR Timeline
Colonial River Investments, LLC	2,407	$275K	0.12%	+128	13F-HR Timeline
Hickory Point Bank & Trust	2,508	$274K	0.22%	+190	13F-HR Timeline
Community Bank & Trust, Waco, Texas	2,486	$272K	0.06%	+243	13F-HR Timeline
GPS Wealth Strategies Group, LLC	2,488	$272K	0.03%	-135	13F-HR Timeline
CIM, LLC	2,486	$272K	0.04%	-97	13F-HR Timeline
Stillwater Capital Advisors, LLC	2,486	$272K	0.03%	+106	13F-HR Timeline
E&G Advisors, LLC	2,486	$272K	0.07%	-40	13F-HR Timeline
TrueWealth Advisors, LLC	2,485	$272K	0.08%	+108	13F-HR Timeline
True Link Financial Advisors, LLC	2,472	$270K	0.02%	-3,260	13F-HR Timeline
Drum Hill Capital, LLC	2,465	$269K	0.3%	0	13F-HR Timeline
D L CARLSON INVESTMENT GROUP INC	2,454	$268K	0.05%	-182	13F-HR Timeline
Aries Wealth Management	2,446	$267K	0.07%	-2,157	13F-HR Timeline
OneAscent Financial Services LLCgroup of 2 filers holding	2,438	$267K		+293	Timeline OneAscent Financial Services LLC: 2,438 (0.02%) 13F-HR OneAscent Wealth Management LLC: sold out, -2,145 13F-HR
PALO ALTO WEALTH ADVISORS, LLC	2,434	$266K	0.1%	+1	13F-HR Timeline
Weaver Consulting Group	2,431	$266K	0.07%	-224	13F-HR Timeline
Chicago Capital, LLC	2,424	$265K	0.01%	new	13F-HR Timeline
BCGM Wealth Management, LLC	2,415	$264K	0.07%	+9	13F-HR Timeline
AUGUSTINE ASSET MANAGEMENT INC	2,409	$263K	0.07%	+132	13F-HR Timeline
BCS Wealth Management	2,406	$263K	0.06%	+335	13F-HR Timeline
Rockingstone Advisors LLC	2,405	$263K	0.14%	0	13F-HR Timeline
Copia Wealth Management	2,404	$263K	0.22%	0	13F-HR Timeline
Investmark Advisory Group LLC	2,400	$262K	0.12%	+8	13F-HR Timeline
Cohen Klingenstein LLC	2,400	$262K	0.01%	0	13F-HR Timeline
DDFG, Inc	2,399	$262K	0.07%	+6	13F-HR Timeline
Weil Company, Inc.	2,396	$262K	0.07%	-11,531	13F-HR Timeline
Sterling Wealth Management, Inc.	2,396	$262K	0.09%		13F-HR Timeline
Stanley-Laman Group, Ltd.	2,392	$261K	0.04%	+216	13F-HR Timeline
GFG Capital, LLC	2,386	$261K	0.08%	-92	13F-HR Timeline
Davidson Capital Management Inc.	2,384	$261K	0.06%	-46,994	13F-HR Timeline
Blue Zone Wealth Advisors, LLC	2,371	$259K	0.06%	+69	13F-HR Timeline
Seascape Capital Management	2,366	$259K	0.08%	0	13F-HR Timeline
FORTE CAPITAL LLC /ADV	2,368	$259K	0.03%	-1,216	13F-HR Timeline
Revisor Wealth Management LLC	2,269	$259K	0.09%	-424	13F-HR Timeline
one8zero8, LLC	2,364	$258K	0.06%	+811	13F-HR Timeline
Iron Horse Wealth Management, LLC	2,358	$258K	0.08%	0	13F-HR Timeline
EIGHT 31 FINANCIAL, LLC	2,340	$256K	0.17%	+15	13F-HR Timeline
Antonelli Financial Advisors, LLC	2,338	$256K	0.18%	-4,452	13F-HR Timeline
WEST BANCORPORATION INC	2,336	$255K	0.16%	0	13F-HR Timeline
LeConte Wealth Management, LLC	2,333	$255K	0.17%	0	13F-HR Timeline
GeoWealth Management, LLC	2,332	$255K	0.01%	-6,659	13F-HR Timeline
Aberdeen Wealth Management LLC	2,330	$255K	0.17%	0	13F-HR Timeline
Concentrum Wealth Management	2,330	$255K	0.08%	-23,915	13F-HR Timeline
Ifrah Financial Services, Inc.	2,328	$254K	0.07%	-162	13F-HR Timeline
DUDLEY CAPITAL MANAGEMENT, LLC	2,314	$253K	0.13%	-17,320	13F-HR Timeline
Cardinal Point Capital Management ULC	2,309	$252K	0.02%	-425	13F-HR Timeline
MJP ASSOCIATES INC /ADV	2,305	$252K	0.04%	+256	13F-HR Timeline
SFMG, LLC	2,302	$252K	0.02%	-26	13F-HR Timeline
PARK NATIONAL CORP /OH/	2,299	$251K	0.01%	new	13F-HR Timeline
STRATEGY ASSET MANAGERS LLC	2,297	$251K	0.05%	-255	13F-HR Timeline
Summit Global Investmentsin group Summit Global Investments	2,297	$251K	0.01%	new	13F-HR Timeline Group
Partners in Financial Planning	2,294	$251K	0.05%	-550	13F-HR Timeline
D.B. Root & Company, LLC	2,290	$250K	0.07%	-166	13F-HR Timeline
VOISARD ASSET MANAGEMENT GROUP, INC.	2,287	$250K	0.06%	+37	13F-HR Timeline
Farmers National Bank	2,286	$250K	0.07%	-176	13F-HR Timeline
New Insight Wealth Advisors	2,286	$250K	0.1%	-133	13F-HR Timeline
EQ LLC	2,284	$250K	0.1%	-11,396	13F-HR Timeline
Syntegra Private Wealth Group, LLC	2,273	$248K	0.03%	new	13F-HR Timeline
Brookwood Investment Group LLC	2,264	$247K	0.04%	-536	13F-HR Timeline
REDW Wealth LLC	2,260	$247K	0.1%	-65	13F-HR Timeline
Gimbal Financial	2,258	$247K	0.15%	0	13F-HR Timeline
Ruggaard & Associates LLC	2,248	$246K	0.1%	-2,417	13F-HR Timeline
Phillips Wealth Planners LLC	2,190	$245K	0.22%	new	13F-HR Timeline
PATRON PARTNERS, LLC	2,240	$245K	0.12%	0	13F-HR Timeline
GUIDANCE CAPITAL, INC	2,252	$244K	0.07%	-70	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	2,232	$244K	0.04%	+38	13F-HR Timeline
Dentgroup LLC	2,228	$244K	0.17%	-1,358	13F-HR Timeline
Madrona Financial Services, LLC	2,217	$242K	0.06%	+1	13F-HR Timeline
Tempus Wealth Planning, LLC	2,215	$242K	0.06%	-85	13F-HR Timeline
Chris Bulman Inc	2,211	$242K	0.14%	0	13F-HR Timeline
Brooklyn Investment Group	2,206	$241K	0.03%	+1,078	13F-HR/A Timeline
Petix & Botte Co	2,202	$241K	0.06%	0	13F-HR Timeline
Richardson Capital Management LLC	2,200	$240K	0.13%	-21	13F-HR Timeline
Everhart Financial Group, Inc.	2,187	$239K	0.03%	+34	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	2,182	$238K	0.06%	-203	13F-HR Timeline
Integrity Wealth Solutions LLC	2,181	$238K	0.12%	+18	13F-HR Timeline
Patten Group, Inc.	2,181	$238K	0.05%	-970	13F-HR Timeline
Nicholas Hoffman & Company, LLC.	2,178	$238K	0.01%	+16	13F-HR Timeline
MRWM Advisors, LLC	2,171	$237K	0.15%	-14	13F-HR Timeline
Beaton Management Co. Inc.	2,164	$237K	0.12%	-25	13F-HR Timeline
Horst & Graben Wealth Management LLC	2,163	$236K	0.04%	-131	13F-HR Timeline
4WEALTH ADVISORS, INC.	2,162	$236K	0.25%	new	13F-HR Timeline
MY Wealth Management Inc.	2,160	$236K	0.23%	-85	13F-HR Timeline
Pegasus Asset Management, Inc.	2,155	$236K	0.08%	-945	13F-HR Timeline
Navis Wealth Advisors, LLC	2,154	$235K	0.2%	+1	13F-HR Timeline
Rosenberg Matthew Hamilton	2,151	$235K	0.05%	-259	13F-HR Timeline
Purkiss Capital Advisors LLC	2,151	$235K	0.13%	new	13F-HR Timeline
Fayez Sarofim & Coin group Fayez Sarofim & Co	2,146	$235K	<0.01%	0	13F-HR Timeline Group
Claris Financial LLC	2,141	$234K	0.18%	-537	13F-HR Timeline
Signal Advisors Wealth, LLC	2,139	$234K	0.02%	-2,598	13F-HR Timeline
Dogwood Wealth Management LLC	2,080	$233K	0.11%	+89	13F-HR Timeline
SRH ADVISORS, LLC	2,129	$233K	0.07%	0	13F-HR Timeline
ELEVATUS WELATH MANAGEMENT	2,123	$232K	0.08%	-1,274	13F-HR Timeline
ADG Wealth Management Group, LLC	2,122	$232K	0.2%	-53,493	13F-HR Timeline
AMARILLO NATIONAL BANK	2,121	$232K	0.04%	0	13F-HR Timeline
CPA Asset Management Group, LLC	2,114	$231K	0.1%	0	13F-HR Timeline
Bank Pictet & Cie (Europe) AG	2,110	$231K	<0.01%	0	13F-HR Timeline
Heron Bay Capital Management	2,108	$230K	0.05%	-89,332	13F-HR Timeline
Heritage Financial Services, LLC	2,105	$230K	0.02%	+12	13F-HR Timeline
ICW Investment Advisors LLC	2,103	$230K	0.09%	-19	13F-HR Timeline
Compass Planning Associates Inc	2,103	$230K	0.21%	+400	13F-HR Timeline
FSB PREMIER WEALTH MANAGEMENT, INC.	2,099	$229K	0.08%	new	13F-HR Timeline
LongView Wealth Management	2,096	$229K	0.07%	-577	13F-HR Timeline
JAMES INVESTMENT RESEARCH, INC.	2,085	$228K	0.03%	-8,066	13F-HR Timeline
Kapstone Financial Advisors LLC	2,085	$228K	0.11%	0	13F-HR Timeline
Archford Capital Strategies, LLC	2,083	$228K	0.03%	-3,311	13F-HR Timeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…	2,082	$227K	0.01%	-25	13F-HR Timeline Group
ECLECTIC ASSOCIATES INC /ADV	2,072	$226K	0.05%	0	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	2,069	$226K	0.03%	-378	13F-HR Timeline
Taylor & Morgan Wealth Management, LLC	2,060	$225K	0.15%	new	13F-HR Timeline
PDS Planning, Inc	2,055	$225K	0.02%	-17	13F-HR Timeline
Schorn Wealth LLC	2,054	$224K	0.07%	0	13F-HR Timeline
L2 Asset Management, LLC	2,051	$224K	0.04%	new	13F-HR Timeline
Lantern Wealth Advisors, LLC	2,045	$224K	0.13%		13F-HR Timeline
Platform Technology Partners	2,042	$223K	0.06%	new	13F-HR Timeline
Tenon Financial LLC	2,040	$223K	0.1%	0	13F-HR Timeline