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Disclosery

IJR ISHARES TR

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SHS (fund)

2,512 managers (2,538 13F filers) reported a position in IJR shares at 2025-03-31, 544,308,244 shares in all. 86 filers opened a position and 163 filers sold out during the quarter.

Managers
2,512
13F filers
2,538
New
86
Added
1,081
Reduced
1,056
Sold out
163
Shares held by filers
544,308,244

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
AUGUSTINE ASSET MANAGEMENT INC2,277$238K0.07%-1913F-HRTimeline
Signature Wealth Management Partners, L…2,277$238K0.16%-69913F-HRTimeline
Pacific Sage Partners, LLC2,274$238K0.05%+18313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,261$236K<0.01%+10113F-HRTimeline
Gimbal Financial2,258$236K0.21%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.2,250$235K0.07%-3113F-HRTimeline
Community Bank & Trust, Waco, Texas2,243$235K0.06%013F-HRTimeline
MY Wealth Management Inc.2,245$235K0.23%013F-HRTimeline
PATRON PARTNERS, LLC2,240$234K0.13%+213F-HRTimeline
Ascent Wealth Partners, LLC2,226$233K0.03%013F-HRTimeline
Richardson Capital Management LLC2,221$232K0.14%+23513F-HRTimeline
Madrona Financial Services, LLC2,216$232K0.06%+36313F-HRTimeline
Chris Bulman Inc2,211$231K0.15%-8413F-HRTimeline
Tepp RIA, LLC2,205$231K0.31%+113F-HRTimeline
Petix & Botte Co2,202$230K0.06%-8013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC2,194$229K0.05%-16913F-HRTimeline
Wealth Management Associates, Inc.2,193$229K0.1%+313F-HRTimeline
Beaton Management Co. Inc.2,189$229K0.12%013F-HRTimeline
MRWM Advisors, LLC2,185$228K0.16%-10713F-HRTimeline
Arlington Financial Advisors, LLC2,179$228K0.04%new13F-HRTimeline
Stanley-Laman Group, Ltd.2,176$228K0.04%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC2,172$227K0.15%+14813F-HRTimeline
Bernardo Wealth Planning LLC2,171$227K0.05%-11113F-HR/ATimeline
Clearstead Trust, LLC2,167$227K0.05%013F-HRTimeline
Integrity Wealth Solutions LLC2,163$226K0.12%+3513F-HRTimeline
Nicholas Hoffman & Company, LLC.2,162$226K0.01%-27613F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Navis Wealth Advisors, LLC2,153$225K0.22%+36613F-HRTimeline
Everhart Financial Group, Inc.2,153$225K0.03%+5913F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co2,146$224K<0.01%-85013F-HRTimelineGroup
TOBIAS FINANCIAL ADVISORS, INC.2,143$224K0.04%new13F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding2,145$224K-2,169Timeline
SRH ADVISORS, LLC2,129$223K0.07%013F-HRTimeline
ICW Investment Advisors LLC2,122$222K0.09%+113F-HRTimeline
AMARILLO NATIONAL BANK2,121$222K0.04%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,120$222K0.01%-2,31713F-HRTimelineGroup
CPA Asset Management Group, LLC2,114$221K0.1%-8713F-HRTimeline
Sugar Maple Asset Management, LLC2,114$221K0.17%-1,19913F-HRTimeline
Bank Pictet & Cie (Europe) AG2,110$221K0.01%013F-HRTimeline
FF Advisors,LLC2,167$221K0.13%-27513F-HRTimeline
Clearview Wealth Advisors LLC2,109$221K0.16%+313F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,107$220K0.01%-29913F-HRTimelineGroup
Heritage Financial Services, LLC2,093$219K0.02%-49313F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,087$218K0.05%+23113F-HRTimeline
Kapstone Financial Advisors LLC2,085$218K0.12%013F-HRTimeline
SIERRA OCEAN, LLC2,080$218K0.17%-27113F-HRTimeline
Rockbridge Investment Management, LCC2,080$218K0.03%+113F-HRTimeline
BCS Wealth Management2,071$217K0.06%-10013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,072$217K0.06%-12513F-HRTimeline
Fiduciary Wealth Partners, LLC2,072$217K0.19%13F-HRTimeline
PDS Planning, Inc2,072$217K0.02%-18913F-HRTimeline
Schorn Wealth LLC2,054$215K0.07%013F-HRTimeline
MJP ASSOCIATES INC /ADV2,049$214K0.04%+8513F-HRTimeline
Zullo Investment Group, Inc.2,042$213K0.09%-5613F-HRTimeline
Tenon Financial LLC2,040$213K0.13%+613F-HRTimeline
Reliant Investment Partners, LLC2,030$212K0.22%013F-HRTimeline
Realta Investment Advisors2,027$212K0.1%+20213F-HRTimeline
Dogwood Wealth Management LLC1,991$208K0.11%+6613F-HRTimeline
Hemington Wealth Management1,994$208K0.03%-9113F-HRTimeline
Level Wealth Management LLC1,983$207K0.14%+413F-HRTimeline
Catalina Capital Group, LLC1,981$207K0.14%-89313F-HRTimeline
Heritage Wealth Management, Inc.1,981$207K0.07%+20513F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,980$207K0.09%013F-HRTimeline
Magnolia Private Wealth, LLC1,979$207K0.18%013F-HRTimeline
Rodgers & Associates, LTD1,976$207K0.03%new13F-HRTimeline
Blue Edge Capital, LLC1,970$206K0.03%+1513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,972$206K0.07%013F-HRTimeline
Red Door Wealth Management, LLC1,970$206K0.03%+15113F-HRTimeline
Silverleafe Capital Partners, LLC1,969$206K0.07%013F-HRTimeline
Goodwin Investment Advisory1,961$205K0.32%-1,08113F-HRTimeline
LM Advisors LLC1,957$205K0.04%013F-HRTimeline
Forthright Family Wealth Advisory LLC1,957$205K0.14%013F-HRTimeline
Stablepoint Partners, LLC1,956$205K0.04%+11213F-HRTimeline
Cherry Creek Investment Advisors, Inc.1,954$204K0.11%+2813F-HRTimeline
Western Financial Corp/CA1,953$204K0.12%+113F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…1,950$204K0.17%-10113F-HRTimeline
HWG Holdings LP1,948$204K0.09%-4,03713F-HRTimeline
MAIRS & POWER INC1,946$203K<0.01%-1,06213F-HRTimeline
J. L. Bainbridge & Co., Inc.1,946$203K0.02%013F-HRTimeline
Morton Capital Management LLC/CA1,942$203K0.04%-29413F-HRTimeline
New England Private Wealth Advisors LLC1,940$203K0.03%+113F-HRTimeline
Trust Co of the South1,939$203K0.04%013F-HRTimeline
Sandbox Financial Partners, LLC1,935$202K0.07%-38713F-HRTimeline
FCA CORP /TX1,933$202K0.06%+2313F-HRTimeline
Gen-Wealth Partners Inc1,926$201K0.08%-20813F-HRTimeline
ORBA Wealth Advisors, L.L.C.1,915$200K0.1%-10013F-HRTimeline
Bogart Wealth, LLC1,914$200K0.01%+3913F-HRTimeline
Flaharty Asset Management, LLC1,914$200K0.03%-50013F-HRTimeline
LMCG INVESTMENTS, LLC1,914$200K0.01%-8313F-HRTimeline
Valued Wealth Advisors LLC1,907$199K0.12%013F-HRTimeline
Legacy Bridge, LLC1,871$196K0.11%+23813F-HRTimeline
Frisco Financial Planning LLC1,861$195K0.19%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/1,818$190K0.09%013F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,800$188K<0.01%-139,93213F-HRTimeline
Manchester Capital Management LLC1,800$188K0.02%013F-HRTimeline
Investment Research & Advisory Group, I…1,776$186K0.08%013F-HRTimeline
BALLAST ADVISORS LLC1,738$182K0.06%-35213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,736$182K0.13%+1,65813F-HRTimelineGroup
Independence Bank of Kentucky1,703$178K0.03%+213F-HRTimeline
Compass Planning Associates Inc1,703$178K0.18%+31413F-HRTimeline
High Note Wealth, LLC1,700$178K0.04%013F-HRTimeline
Creative Capital Management Investments…1,675$175K0.07%+40013F-HRTimeline
Topsail Wealth Management, LLC1,671$175K0.04%-4413F-HRTimeline
GoalVest Advisory LLC1,666$174K0.05%013F-HRTimeline
Cheviot Value Management, LLC1,695$173K0.02%-52413F-HRTimeline
Versant Capital Management, Inc1,633$171K0.03%013F-HRTimeline
one8zero8, LLC1,553$162K0.04%+15013F-HRTimeline
Red Tortoise LLC1,545$162K0.08%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,541$161K0.06%-8713F-HRTimeline
Darwin Wealth Management, LLC1,390$160K0.05%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding1,495$156K-6,375Timeline
ISLAY CAPITAL MANAGEMENT, LLC1,486$155K0.1%-10413F-HRTimeline
Mowery & Schoenfeld Wealth Management, …1,450$152K0.3%new13F-HRTimeline
Wagner Wealth Management, LLC1,435$150K0.04%+113F-HRTimeline
Quent Capital, LLC1,415$148K0.02%-22113F-HRTimeline
MGB Wealth Management, LLC1,380$144K0.05%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich1,358$142K<0.01%-32,32813F-HR/ATimeline
CGC Financial Services, LLC1,348$141K0.06%013F-HRTimeline
ATWOOD & PALMER INC1,338$140K0.01%013F-HRTimeline
Kiker Wealth Management, LLC1,329$139K0.09%+64713F-HRTimeline
Wealth Preservation Advisors, LLC1,326$139K0.1%13F-HRTimeline
Granite Investment Partners, LLC1,270$133K0.01%013F-HRTimeline
Global Wealth Strategies & Associates1,268$133K0.04%-3013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,229$129K0.06%013F-HRTimeline
Register Financial Advisors LLC1,217$127K0.07%-1213F-HRTimeline
Evensky & Katz LLC1,173$123K0.01%-38113F-HRTimeline
Brooklyn Investment Group1,128$118K0.03%+72713F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,112$116K0.01%+6613F-HRTimeline
Morling Financial Advisors, LLC1,088$114K0.04%-2013F-HRTimeline
North Capital, Inc.1,087$114K0.11%13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,078$113K0.04%+57813F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC1,059$111K0.04%-3613F-HRTimeline
Addison Advisors LLC1,055$110K0.03%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,053$110K0.05%013F-HRTimeline
Moser Wealth Advisors, LLC1,045$109K0.06%new13F-HRTimeline
Lowe Wealth Advisors, LLC1,036$108K0.05%013F-HRTimeline
Ceeto Capital Group, LLC1,036$108K0.04%013F-HRTimeline
HHM Wealth Advisors, LLC1,027$107K0.01%+7913F-HRTimeline
Comprehensive Financial Planning, Inc./…969$101K0.1%+213F-HRTimeline
MTM Investment Management, LLC964$101K0.04%+2513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC963$101K0.02%013F-HRTimeline
Armor Investment Advisors, LLC956$100K0.04%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC953$99.7K0.04%+12313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC930$97.3K0.01%013F-HRTimeline
Disciplina Capital Management LLC919$96.1K0.01%013F-HRTimeline
Pacifica Partners Inc.965$95.4K0.04%-14813F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC912$95K0.07%-19813F-HRTimeline
Evelyn Partners Investment Management (…900$94.1K0.04%013F-HR/ATimeline
Piscataqua Savings Bank889$93K0.08%013F-HRTimeline
COUNTRY TRUST BANK867$90.7K<0.01%013F-HR/ATimeline
McClarren Financial Advisors, Inc.796$90K0.06%new13F-HRTimeline
Morton Brown Family Wealth, LLC856$89.5K0.03%-1013F-HRTimeline
Wood Tarver Financial Group, LLC852$89.1K0.03%+66513F-HRTimeline
Briaud Financial Planning Inc832$87K0.03%+80513F-HRTimeline
Reyes Financial Architecture, Inc.824$86.2K0.06%013F-HRTimeline
Lavaca Capital LLC819$85.6K0.04%-3,04513F-HRTimeline
DiNuzzo Private Wealth, Inc.780$81.6K0.01%013F-HRTimeline
Wealth Advisors of Tampa Bay, LLC772$80.7K0.03%new13F-HRTimeline
James T. Borello RIA767$80.2K0.03%-1713F-HRTimeline
Transce3nd, LLC765$80K0.04%-25413F-HRTimeline
JDM Financial Group LLC762$79.7K0.04%013F-HRTimeline
Stone House Investment Management, LLC759$79.4K0.02%new13F-HRTimeline
SJS Investment Consulting Inc.753$78.7K0.01%+30213F-HRTimeline
Wayfinding Financial, LLC742$77K0.03%new13F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise738$77K<0.01%13F-HRTimelineGroup
NFSG Corp723$75.6K0.02%+12713F-HRTimeline
LRI Investments, LLC710$74.3K0.01%+49113F-HRTimeline
North Ridge Wealth Advisors, Inc.700$73.2K0.05%013F-HRTimeline
Hexagon Capital Partners LLC693$72.5K0.01%013F-HRTimeline
West Branch Capital LLC690$72.2K0.02%-19513F-HRTimeline
Peoples Bank/KS677$70.8K0.05%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.650$70K0.03%-13313F-HRTimeline
von Borstel & Associates, Inc.661$69K0.02%new13F-HRTimeline
Park Square Financial Group, LLC659$68.9K0.05%-68513F-HRTimeline
Collier Financial648$67.8K0.06%+8413F-HRTimeline
WINNACLE WEALTH LLC643$67.2K0.06%+5613F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC638$66.7K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC638$66.7K0.01%+15813F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC635$66.4K0.03%-3813F-HR/ATimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd635$66.4K0.02%013F-HR/ATimelineGroup
Davis Capital Management618$64.6K0.05%+2113F-HRTimeline
Nemes Rush Group LLC615$64.3K0.01%+5613F-HRTimeline
Mill Capital Management, LLC600$62.7K0.01%013F-HRTimeline
Holos Integrated Wealth LLC588$61.5K0.04%013F-HRTimeline
SYM FINANCIAL Corp584$61.1K0.01%+5313F-HRTimeline
FSA Wealth Management LLC1,005$58.6K0.02%+79313F-HRTimeline
REAP Financial Group, LLC559$58.5K0.01%-1813F-HRTimeline
Stephens Consulting, LLC559$58.5K0.01%013F-HRTimeline
Bear Mountain Capital, Inc.533$53.7K0.02%-21113F-HRTimeline
Ball & Co Wealth Management Inc.512$53K0.06%-3513F-HRTimeline
VSM Wealth Advisory, LLC507$53K0.02%+3313F-HRTimeline
WealthCollab, LLC502$52.5K0.03%013F-HRTimeline
Winch Advisory Services, LLC496$51.9K0.01%013F-HRTimeline
Capital Investment Counsel, Inc496$51.9K0.01%013F-HRTimeline
Fairscale Capital, LLC495$51.8K0.05%013F-HRTimeline
Compass Financial Services Inc479$50K0.03%+41013F-HRTimeline
Nalls Sherbakoff Group, LLC472$49.4K0.04%13F-HRTimeline
Rise Advisors, LLC456$47.7K0.02%-5713F-HRTimeline
Millstone Evans Group, LLC453$47.4K0.03%+19313F-HRTimeline
Evolution Advisers, Inc.444$46K0.02%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC440$46K0.03%-3913F-HRTimeline