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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
Investmark Advisory Group LLC2,384$275K0.13%+2313F-HRTimeline
Stillwater Capital Advisors, LLC2,380$274K0.03%-2913F-HRTimeline
4J Wealth Management LLC2,367$273K0.22%+4613F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC2,363$272K0.05%-4,24713F-HRTimeline
FINANCIAL LIFE ADVISORS2,362$272K0.1%-46013F-HRTimeline
WEST BANCORPORATION INC2,356$271K0.18%-2513F-HRTimeline
Hickory Point Bank & Trust2,353$271K0.24%13F-HRTimeline
SIERRA OCEAN, LLC2,351$271K0.22%13F-HRTimeline
City State Bank2,343$270K0.1%+1013F-HRTimeline
GREAT LAKES ADVISORS, LLC2,336$269K<0.01%+42413F-HRTimeline
Hill Investment Group Partners, LLC2,333$269K0.04%new13F-HRTimeline
Aberdeen Wealth Management LLC2,330$268K0.18%013F-HRTimeline
SFMG, LLC2,324$268K0.02%+113F-HRTimeline
Sandbox Financial Partners, LLC2,322$268K0.09%+1513F-HRTimeline
BALDWIN WEALTH PARTNERS LLC/MA2,320$267K0.02%+32513F-HRTimeline
New World Advisors LLC2,320$267K0.06%+31813F-HRTimeline
Azimuth Capital Investment Management L…2,319$267K0.01%-19913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,306$266K<0.01%-157,23313F-HRTimelineGroup
Riverbend Wealth Management, LLC2,303$265K0.24%13F-HRTimeline
Bison Wealth, LLC2,301$265K0.03%13F-HRTimeline
Iron Horse Wealth Management, LLC2,300$265K0.09%+38013F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC2,296$265K0.07%-5213F-HRTimeline
Chris Bulman Inc2,295$264K0.17%+8413F-HRTimeline
SpringVest Wealth Management LLC2,295$264K0.23%13F-HRTimeline
SFG Wealth Management, LLC.2,293$264K0.14%+16313F-HRTimeline
MRWM Advisors, LLC2,292$264K0.21%13F-HRTimeline
Copia Wealth Management2,289$264K0.25%13F-HRTimeline
Petix & Botte Co2,282$263K0.07%-7913F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,281$263K0.09%-37413F-HRTimeline
Wade Financial Advisory, Inc2,264$261K0.09%013F-HRTimeline
PDS Planning, Inc2,261$261K0.02%+29013F-HRTimeline
Gimbal Financial2,258$260K0.21%013F-HRTimeline
Horst & Graben Wealth Management LLC2,250$259K0.05%-5413F-HRTimeline
MY Wealth Management Inc.2,245$259K0.26%-913F-HRTimeline
Apeiron RIA LLC2,241$258K0.07%+34113F-HRTimeline
Bernardo Wealth Planning LLC2,282$258K0.06%+21213F-HRTimeline
Farmers National Bank2,240$258K0.08%13F-HRTimeline
Community Bank & Trust, Waco, Texas2,243$258K0.06%013F-HRTimeline
PATRON PARTNERS, LLC2,238$258K0.14%013F-HRTimeline
Morton Capital Management LLC/CA2,236$258K0.05%+513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC2,235$258K0.11%13F-HRTimeline
Fourth Dimension Wealth, LLC2,234$257K0.13%13F-HRTimeline
Ascent Wealth Partners, LLC2,226$256K0.03%-12513F-HRTimeline
Cheviot Value Management, LLC2,219$256K0.05%new13F-HRTimeline
Tepp RIA, LLC2,204$254K0.38%13F-HRTimeline
CPA Asset Management Group, LLC2,201$254K0.12%013F-HRTimeline
Richmond Investment Services, LLC2,197$253K0.14%13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,197$253K0.07%-4313F-HRTimeline
GWN SECURITIES INC.2,162$253K0.07%13F-HRTimeline
Wealth Management Associates, Inc.2,190$252K0.11%+213F-HRTimeline
Beaton Management Co. Inc.2,189$252K0.13%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,182$251K0.04%+11313F-HRTimeline
BCS Wealth Management2,171$250K0.06%new13F-HRTimeline
Clearstead Trust, LLC2,167$250K0.05%-5213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,160$249K<0.01%+33213F-HR/ATimeline
Kapstone Financial Advisors LLC2,085$247K0.13%013F-HRTimeline
Gen-Wealth Partners Inc2,134$246K0.11%+27813F-HRTimeline
Delta Investment Management, LLC2,133$246K0.05%new13F-HRTimeline
CONNORS INVESTOR SERVICES INC2,131$246K0.02%013F-HRTimeline
SRH ADVISORS, LLC2,129$245K0.07%013F-HRTimeline
Integrity Wealth Solutions LLC2,128$245K0.14%+7313F-HRTimeline
ICW Investment Advisors LLC2,121$244K0.1%+113F-HRTimeline
AMARILLO NATIONAL BANK2,121$244K0.04%013F-HRTimeline
Lantern Wealth Advisors, LLC2,114$244K0.16%+1513F-HRTimeline
Bank Pictet & Cie (Europe) AG2,110$243K0.01%013F-HR/ATimeline
Clearview Wealth Advisors LLC2,106$243K0.18%-42513F-HRTimeline
Maridea Wealth Management LLC2,105$243K0.08%13F-HRTimeline
Zullo Investment Group, Inc.2,098$242K0.1%-7413F-HRTimeline
Everhart Financial Group, Inc.2,094$241K0.05%-913F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,100$241K0.09%13F-HRTimeline
Pacific Sage Partners, LLC2,091$241K0.05%+11913F-HRTimeline
BALLAST ADVISORS LLC2,090$241K0.07%-74913F-HRTimeline
3EDGE Asset Management, LP2,089$241K0.01%-2,16113F-HRTimeline
Sheaff Brock Investment Advisors, LLC2,086$240K0.02%-6313F-HRTimeline
Hemington Wealth Management2,085$240K0.06%+30113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC2,080$240K0.13%-17313F-HRTimeline
Rockbridge Investment Management, LCC2,079$240K0.03%+113F-HRTimeline
Indie Asset Partners, LLC2,072$239K0.19%+8013F-HRTimeline
Cardinal Strategic Wealth Guidance2,061$237K0.08%+1,10213F-HRTimeline
Schorn Wealth LLC2,054$237K0.08%-41913F-HRTimeline
Compass Financial Group, INC/SD2,052$237K0.04%+1313F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…2,051$236K0.24%13F-HRTimeline
Reliant Investment Partners, LLC2,030$234K0.21%13F-HRTimeline
Tenon Financial LLC2,034$234K0.15%-72713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,024$233K0.15%-15313F-HRTimeline
Welch Group, LLC2,026$233K0.01%013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC2,017$232K0.07%+1713F-HRTimeline
ORBA Wealth Advisors, L.L.C.2,015$232K0.12%013F-HRTimeline
LMCG INVESTMENTS, LLC1,997$230K0.01%new13F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC1,995$230K0.14%13F-HRTimeline
Atlas Private Wealth Advisors1,988$229K0.03%+1013F-HRTimeline
Richardson Capital Management LLC1,986$229K0.15%+1,25613F-HRTimeline
Phillips Wealth Planners LLC2,023$229K0.23%-413F-HRTimeline
EIGHT 31 FINANCIAL, LLC1,983$228K0.17%+4913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,980$228K0.11%013F-HRTimeline
Level Wealth Management LLC1,979$228K0.16%13F-HR/ATimeline
Magnolia Private Wealth, LLC1,979$228K0.2%13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,978$228K0.05%-12513F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…1,974$227K0.02%-23,71013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…1,972$227K0.09%013F-HRTimeline
Silverleafe Capital Partners, LLC1,969$227K0.07%new13F-HRTimeline
FWG Holdings, LLC1,938$226K0.11%013F-HRTimeline
MJP ASSOCIATES INC /ADV1,964$226K0.04%013F-HRTimeline
LifePlan Financial, LLC1,963$226K0.2%-10313F-HRTimeline
Forthright Family Wealth Advisory LLC1,957$225K0.15%013F-HRTimeline
Blue Edge Capital, LLC1,955$225K0.04%+1013F-HRTimeline
William Mack & Associates, Inc.1,955$225K0.24%13F-HRTimeline
LM Advisors LLC1,957$225K0.04%+3013F-HR/ATimeline
Western Financial Corp/CA1,952$225K0.12%013F-HRTimeline
Hughes Financial Services, LLC1,948$224K0.05%13F-HRTimeline
J. L. Bainbridge & Co., Inc.1,946$224K0.02%013F-HRTimeline
REDW Wealth LLC1,940$224K0.08%new13F-HRTimeline
New England Private Wealth Advisors LLC1,939$223K0.04%-1813F-HRTimeline
Trust Co of the South1,939$223K0.05%-56513F-HRTimeline
Wambolt & Associates, LLC1,929$222K0.07%013F-HRTimeline
Cherry Creek Investment Advisors, Inc.1,926$222K0.11%-3513F-HRTimeline
Dogwood Wealth Management LLC1,925$222K0.12%-2913F-HRTimeline
Hilltop Partners LLC1,917$221K0.08%new13F-HRTimeline
Financial Insights, Inc.1,912$220K0.08%-2,10613F-HRTimeline
FCA CORP /TX1,910$220K0.07%013F-HRTimeline
TME FINANCIAL, INC.1,880$220K0.21%13F-HRTimeline
Valued Wealth Advisors LLC1,907$220K0.14%+3113F-HRTimeline
Moody Aldrich Partners LLC1,900$219K0.04%013F-HRTimeline
Nicollet Investment Management, Inc.1,885$217K0.07%013F-HRTimeline
Proactive Wealth Strategies LLC1,881$217K0.11%+2313F-HRTimeline
Kera Capital Partners, Inc.1,882$217K0.06%13F-HRTimeline
Waterfront Wealth Inc.1,879$216K0.05%new13F-HRTimeline
Syverson Strege & Co1,878$216K0.07%+11713F-HRTimeline
Stenger Family Office, LLC1,876$216K0.07%13F-HRTimeline
Bogart Wealth, LLC1,875$216K0.01%+8413F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC1,865$215K0.24%13F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1,856$214K0.05%+1,16413F-HRTimeline
Madrona Financial Services, LLC1,853$214K0.06%+513F-HRTimeline
Hamilton Capital, LLC1,853$213K0.02%-1013F-HRTimeline
Bath Savings Trust Co1,845$213K0.02%new13F-HRTimeline
Stablepoint Partners, LLC1,844$212K0.04%+1113F-HRTimeline
Realta Investment Advisors1,825$212K0.09%-27513F-HRTimeline
MIdWestOne Financial Group, Inc.1,840$212K0.03%-27013F-HRTimeline
Lakeshore Capital Group, Inc.1,837$212K0.32%13F-HRTimeline
Platform Technology Partners1,832$211K0.06%new13F-HRTimeline
JACOBS & CO/CA1,836$211K0.02%013F-HRTimeline
Arista Wealth Management, LLC1,828$211K0.05%013F-HRTimeline
Anchor Pointe Wealth Management, LLC1,830$210K0.27%13F-HRTimeline
Concorde Asset Management, LLC1,823$210K0.11%+6613F-HRTimeline
Private Capital Management, LLC1,821$210K0.02%-37513F-HRTimeline
Oak Harvest Investment Services1,820$210K0.03%+1413F-HRTimeline
Red Door Wealth Management, LLC1,819$210K0.03%new13F-HRTimeline
TrueWealth Advisors, LLC1,819$210K0.07%-60713F-HRTimeline
FIRST FINANCIAL CORP /IN/1,818$209K0.1%013F-HRTimeline
Accelerate Investment Advisors LLC1,817$209K0.18%-18413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,813$209K0.03%013F-HRTimeline
Tanager Wealth Management LLP1,812$209K0.03%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,810$209K0.18%013F-HRTimeline
Heritage Wealth Partners, LLC1,805$208K0.26%+1713F-HRTimeline
Stonebrook Private Inc.1,802$208K0.05%-9513F-HRTimeline
Manchester Capital Management LLC1,800$207K0.02%013F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska1,798$207K0.03%13F-HRTimelineGroup
Three Cord True Wealth Management, LLC1,794$207K0.18%13F-HRTimeline
Navis Wealth Advisors, LLC1,787$206K0.22%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC1,783$205K<0.01%new13F-HRTimelineGroup
MCDONALD PARTNERS LLC1,779$205K0.05%+113F-HRTimeline
Code Waechter LLC1,778$205K0.18%-78413F-HRTimeline
Heritage Wealth Management, Inc.1,776$205K0.07%+513F-HRTimeline
Investment Research & Advisory Group, I…1,776$205K0.08%013F-HRTimeline
Saxony Capital Management, LLC1,773$204K0.18%-2,22713F-HRTimeline
GenWealth Group, Inc.1,772$204K0.05%new13F-HRTimeline
Falcon Wealth Planning1,766$203K0.02%new13F-HRTimeline
Detalus Advisors, LLC1,761$203K0.07%+1113F-HRTimeline
CEERA INVESTMENTS, LLC1,760$203K0.07%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,754$202K0.08%-8513F-HRTimeline
GatePass Capital, LLC1,750$202K0.22%13F-HRTimeline
Uniting Wealth Partners, LLC1,746$201K0.1%13F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC1,741$201K0.08%new13F-HRTimeline
Integris Wealth Management, LLC1,743$201K0.06%013F-HRTimeline
Topsail Wealth Management, LLC1,715$198K0.04%13F-HRTimeline
Independence Bank of Kentucky1,701$196K0.03%+22713F-HRTimeline
High Note Wealth, LLC1,700$196K0.05%new13F-HRTimeline
GoalVest Advisory LLC1,666$192K0.05%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.1,618$190K0.12%013F-HRTimeline
Quent Capital, LLC1,636$188K0.02%+1813F-HRTimeline
Legacy Bridge, LLC1,633$188K0.1%013F-HRTimeline
Versant Capital Management, Inc1,633$188K0.04%+68313F-HRTimeline
EnRich Financial Partners LLC1,633$188K0.06%-213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,628$188K0.07%+213F-HRTimeline
RAINIER FAMILY WEALTH INC1,603$185K0.22%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,590$183K0.13%+313F-HRTimeline
Evensky & Katz LLC1,554$179K0.01%+34813F-HRTimeline
Red Tortoise LLC1,545$178K0.09%013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.1,541$178K<0.01%+85213F-HRTimeline
Atlatl Advisers LLC1,472$170K0.1%13F-HRTimeline
Wagner Wealth Management, LLC1,434$165K0.04%013F-HRTimeline
one8zero8, LLC1,403$162K0.03%13F-HRTimeline
Darwin Wealth Management, LLC1,390$160K0.05%+29613F-HR/ATimeline
Compass Planning Associates Inc1,389$160K0.16%13F-HRTimeline
MGB Wealth Management, LLC1,380$159K0.05%013F-HRTimeline
CGC Financial Services, LLC1,348$155K0.06%013F-HRTimeline
Park Square Financial Group, LLC1,344$155K0.11%13F-HRTimeline
ATWOOD & PALMER INC1,338$154K0.01%013F-HRTimeline
Elgethun Capital Management1,324$153K0.04%+713F-HRTimeline
Global Wealth Strategies & Associates1,298$150K0.05%013F-HRTimeline