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Disclosery

IJR ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Legacy Advisors, LLC24,304$222K3.6%-191,45413F-HRTimeline
NOVUS ADVISORS, LLC2,031$222K0.34%-47113F-HRTimeline
Reliant Investment Partners, LLC2,030$222K0.19%013F-HRTimeline
Red Door Wealth Management, LLC2,030$222K0.03%+6013F-HRTimeline
FLOW TRADERS U.S. LLC2,022$221K0.01%new13F-HRTimeline
Hughes Financial Services, LLC1,976$219K0.04%-7,44613F-HRTimeline
Versant Capital Management, Inc1,995$218K0.03%+36213F-HRTimeline
Hemington Wealth Management1,996$218K0.03%+213F-HRTimeline
Slagle Financial, LLC1,982$217K0.09%new13F-HRTimeline
Quartz Partners, LLC1,981$217K0.1%-66913F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,980$216K0.08%013F-HRTimeline
City State Bank1,978$216K0.07%-36513F-HRTimeline
Farmers & Merchants Trust Co of Chamber…1,972$216K0.07%013F-HRTimeline
Heritage Wealth Management, Inc.1,969$215K0.07%-1213F-HRTimeline
Stablepoint Partners, LLC1,969$215K0.04%+1313F-HRTimeline
Cypress Wealth Services, LLC1,968$215K0.04%-1,46613F-HRTimeline
Zullo Investment Group, Inc.1,967$215K0.09%-7513F-HRTimeline
Bernardo Wealth Planning LLC1,958$214K0.05%-21313F-HRTimeline
LM Advisors LLC1,957$214K0.03%013F-HRTimeline
Goodwin Investment Advisory1,958$214K0.25%-313F-HRTimeline
Kesler, Norman & Wride, LLC1,957$214K0.04%new13F-HRTimeline
LifePlan Financial, LLC1,948$213K0.18%new13F-HRTimeline
J. L. Bainbridge & Co., Inc.1,946$213K0.02%013F-HRTimeline
4J Wealth Management LLC1,945$213K0.14%-34013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,942$212K0.05%13F-HRTimeline
Ascent Wealth Partners, LLC1,941$212K0.03%-28513F-HRTimeline
Trust Co of the South1,939$212K0.04%013F-HRTimeline
Blue Edge Capital, LLC1,936$212K0.03%-3413F-HRTimeline
FCA CORP /TX1,933$211K0.06%013F-HRTimeline
Valued Wealth Advisors LLC1,919$210K0.11%+1213F-HRTimeline
Financial Insights, Inc.1,912$209K0.08%new13F-HRTimeline
Catalina Capital Group, LLC1,907$208K0.14%-7413F-HRTimeline
Wealth Quarterback LLC1,905$208K0.1%-86813F-HRTimeline
Blue Fin Capital, Inc.1,900$208K0.04%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC1,899$208K0.04%new13F-HRTimeline
Frisco Financial Planning LLC1,897$207K0.19%+3613F-HRTimeline
Oak Harvest Investment Services1,892$207K0.03%new13F-HRTimeline
Kera Capital Partners, Inc.1,887$206K0.04%new13F-HRTimeline
Nicollet Investment Management, Inc.1,885$206K0.07%new13F-HRTimeline
Proactive Wealth Strategies LLC1,885$206K0.1%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC1,882$206K0.14%new13F-HRTimeline
Piscataqua Savings Bank1,872$205K0.17%+98313F-HRTimeline
Legacy Bridge, LLC1,871$204K0.1%013F-HRTimeline
SIERRA OCEAN, LLC1,870$204K0.15%-21013F-HRTimeline
Waterfront Wealth Inc.1,869$204K0.05%new13F-HRTimeline
Tanager Wealth Management LLP1,868$204K0.02%new13F-HRTimeline
Hamilton Capital, LLC1,865$204K0.01%new13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…1,865$204K0.19%-8513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…1,859$203K0.07%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…1,861$203K0.08%new13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC1,851$202K0.01%new13F-HRTimeline
Morton Capital Management LLC/CA1,849$202K0.04%-9313F-HRTimeline
Arista Wealth Management, LLC1,848$202K0.03%new13F-HRTimeline
Welch Group, LLC1,840$201K0.01%new13F-HRTimeline
MIdWestOne Financial Group, Inc.1,840$201K0.03%new13F-HRTimeline
Mission Creek Capital Partners, Inc.1,840$201K0.04%new13F-HRTimeline
GREAT LAKES ADVISORS, LLC1,839$201K<0.01%-1,17713F-HRTimeline
Lakeshore Capital Group, Inc.1,837$201K0.18%new13F-HRTimeline
INVESTMENT PARTNERS, LTD.1,835$201K0.08%new13F-HRTimeline
Hilltop Partners LLC1,834$200K0.06%new13F-HRTimeline
Milestones Private Investment Advisors …1,830$200K0.15%13F-HRTimeline
JACOBS & CO/CA1,836$200K0.02%new13F-HRTimeline
FIRST FINANCIAL CORP /IN/1,818$199K0.09%013F-HRTimeline
Beacon Capital Management, LLC1,802$197K0.03%-52113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP1,800$197K<0.01%013F-HRTimeline
Manchester Capital Management LLC1,800$197K0.03%013F-HRTimeline
Fairman Group, LLC1,790$196K0.16%-49913F-HRTimeline
Investment Research & Advisory Group, I…1,777$194K0.07%+113F-HRTimeline
Cheviot Value Management, LLC1,695$188K0.02%013F-HRTimeline
High Note Wealth, LLC1,700$186K0.04%013F-HRTimeline
GROUP ONE TRADING LLC1,699$186K0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC1,606$184K0.06%new13F-HRTimeline
Topsail Wealth Management, LLC1,673$183K0.03%+213F-HRTimeline
Gen-Wealth Partners Inc1,650$180K0.07%-27613F-HRTimeline
MGB Wealth Management, LLC1,630$178K0.06%+25013F-HRTimeline
Independence Bank of Kentucky1,598$175K0.02%-10513F-HRTimeline
BALLAST ADVISORS LLC1,598$175K0.05%-14013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,585$173K<0.01%-67613F-HRTimeline
Red Tortoise LLC1,545$169K0.08%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,541$168K0.06%013F-HRTimeline
ATWOOD & PALMER INC1,498$164K0.01%+16013F-HRTimeline
Cape Investment Advisory, Inc.1,475$161K0.06%-5,33813F-HRTimeline
Headlands Technologies LLC1,466$160K0.02%+1,25113F-HRTimeline
Wagner Wealth Management, LLC1,435$157K0.04%013F-HRTimeline
CGC Financial Services, LLC1,348$147K0.05%013F-HRTimeline
Legacy Investment Solutions, LLC1,323$145K0.08%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…1,323$145K0.08%-41313F-HRTimelineGroup
Lavaca Capital LLC1,319$144K0.06%+50013F-HR/ATimeline
HORIZON BANCORP INC /IN/1,315$144K0.07%+1,30013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FULLER & THALER ASSET MANAGEMENT, INC.1,286$141K<0.01%+1,26913F-HRTimeline
Creative Capital Management Investments…1,275$139K0.05%-40013F-HRTimeline
Granite Investment Partners, LLC1,270$139K0.01%013F-HRTimeline
Realta Investment Advisors1,251$137K0.05%-77613F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC1,231$135K0.09%-25513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS1,229$134K0.06%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,203$131K0.04%-1,94413F-HRTimeline
Darwin Wealth Management, LLC1,202$131K0.05%-18813F-HRTimeline
Global Trust Asset Management, LLC1,197$131K0.07%-3,94113F-HRTimeline
Register Financial Advisors LLC1,134$124K0.05%-8313F-HRTimeline
SYM FINANCIAL Corp1,133$124K0.01%+54913F-HRTimeline
Beaird Harris Wealth Management, LLC1,112$121K0.01%+47413F-HRTimeline
Avalon Trust Co1,103$121K0.01%new13F-HRTimeline
Stephens Consulting, LLC1,092$119K0.03%+53313F-HRTimeline
Morling Financial Advisors, LLC1,088$119K0.04%013F-HRTimeline
North Capital, Inc.1,087$119K0.1%013F-HRTimeline
Evensky & Katz LLC1,067$117K0.01%-10613F-HRTimeline
Addison Advisors LLC1,055$115K0.03%013F-HRTimeline
Lowe Wealth Advisors, LLC1,036$113K0.04%013F-HRTimeline
Ceeto Capital Group, LLC1,036$113K0.04%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,031$112K0.08%-18,71313F-HRTimeline
HHM Wealth Advisors, LLC1,027$112K0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC1,000$109K0.01%-11213F-HRTimeline
Comprehensive Financial Planning, Inc./…972$106K0.08%+313F-HRTimeline
MTM Investment Management, LLC965$105K0.04%+113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC963$105K0.02%013F-HRTimeline
Armor Investment Advisors, LLC956$105K0.04%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC953$104K0.04%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA927$101K0.02%-1,16013F-HRTimeline
Icon Wealth Advisors, LLC920$100K0.01%new13F-HRTimeline
Disciplina Capital Management LLC919$100K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…915$100K0.03%-13813F-HRTimeline
Wealth Preservation Advisors, LLC909$99.3K0.06%-41713F-HRTimeline
Main Management ETF Advisors, LLCgroup of 2 filers holding905$99K-726,703Timeline
Evelyn Partners Investment Management (…900$98.4K0.04%013F-HR/ATimeline
Premier Financial Group840$95.4K0.03%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC912$95K0.08%013F-HRTimeline
Pacifica Partners Inc.865$94.7K0.04%-10013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC861$94.1K<0.01%-6913F-HRTimeline
Capital A Wealth Management, LLC847$91.7K1.03%new13F-HRTimeline
Stone House Investment Management, LLC832$91K0.02%+7313F-HRTimeline
Morton Brown Family Wealth, LLC824$90.1K0.03%-3213F-HRTimeline
Reyes Financial Architecture, Inc.824$90.1K0.08%013F-HRTimeline
Briaud Financial Planning Inc832$90K0.04%013F-HRTimeline
Essential Partners LLC803$87.8K0.04%13F-HRTimeline
Wood Tarver Financial Group, LLC802$87K0.03%-5013F-HRTimeline
DiNuzzo Private Wealth, Inc.780$85.2K0.01%013F-HRTimeline
JDM Financial Group LLC762$83.3K0.04%013F-HRTimeline
Transce3nd, LLC744$81.3K0.03%-2113F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise738$81K<0.01%013F-HRTimelineGroup
Gitterman Wealth Management, LLC720$78.7K0.02%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC715$78.1K0.06%+60413F-HRTimeline
LRI Investments, LLC711$77.7K0.01%+113F-HRTimeline
North Ridge Wealth Advisors, Inc.700$76.5K0.05%013F-HRTimeline
GoalVest Advisory LLC699$76.4K0.02%-96713F-HRTimeline
Global Wealth Strategies & Associates690$75.4K0.02%-57813F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department678$74.1K0.02%-40013F-HRTimelineGroup
Nemes Rush Group LLC674$73.7K0.01%+5913F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC656$71.7K0.02%-40313F-HRTimeline
HAZLETT, BURT & WATSON, INC.636$70K0.03%-1413F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC638$69.7K<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…638$69.7K0.08%new13F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC635$69.4K0.03%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd635$69.4K0.02%013F-HR/ATimelineGroup
CHAPMAN FINANCIAL GROUP, LLC628$68.6K0.06%13F-HRTimeline
Atlantic Edge Private Wealth Management…616$67.3K0.02%-2,01113F-HRTimeline
REAP Financial Group, LLC605$66.1K0.02%+4613F-HRTimeline
Windsor Advisory Group, LLC589$64.4K0.09%+16413F-HRTimeline
FSA Wealth Management LLC1,005$62.3K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC547$59.7K0.02%+52713F-HRTimeline
Bear Mountain Capital, Inc.533$59.6K0.02%013F-HRTimeline
West Branch Capital LLC540$59K0.02%-15013F-HRTimeline
NFSG Corp527$57.6K0.01%-19613F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC511$55.8K0.04%+7113F-HRTimeline
WealthCollab, LLC502$54.9K0.03%013F-HRTimeline
Moser Wealth Advisors, LLC500$54.6K0.03%-54513F-HRTimeline
Fairscale Capital, LLC495$54.6K0.04%013F-HRTimeline
Winch Advisory Services, LLC496$54.3K0.01%013F-HRTimeline
Capital Investment Counsel, Inc496$54.2K0.01%013F-HRTimeline
Compass Financial Services Inc480$52.5K0.03%+113F-HRTimeline
VSM Wealth Advisory, LLC474$51.8K0.02%-3313F-HRTimeline
Nalls Sherbakoff Group, LLC474$51.8K0.04%+213F-HRTimeline
Park Square Financial Group, LLC466$50.9K0.04%-19313F-HRTimeline
Quaker Wealth Management, LLC452$49.4K0.02%new13F-HRTimeline
Evolution Advisers, Inc.444$48K0.02%013F-HRTimeline
Holos Integrated Wealth LLC420$46.6K0.03%-16813F-HRTimeline
COUNTRY TRUST BANK417$45.6K<0.01%-45013F-HRTimeline
Financial Network Wealth Advisors LLC410$44.8K0.05%-1613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP409$44.7K0.01%+3213F-HRTimeline
Graney & King, LLC409$44.7K0.03%+1113F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC401$43.9K0.02%+113F-HRTimeline
Robinswood Financial LLC384$42K0.01%+113F-HRTimeline
Coston, McIsaac & Partners385$42K0.01%013F-HRTimeline
Millstone Evans Group, LLC375$41K0.03%-7813F-HRTimeline
Perkins Coie Trust Co372$40.7K0.01%+8613F-HRTimeline
Navigoe, LLC375$40K0.03%-2813F-HRTimeline
MARSHALL & SULLIVAN INC /WA/351$38.4K0.02%new13F-HRTimeline
Rise Advisors, LLC351$38.3K0.02%-10513F-HRTimeline
WFA Asset Management Corp330$35.2K0.02%013F-HRTimeline
Pflug Koory, LLC317$34.6K0.02%+113F-HRTimeline
Advantage Trust Co307$33.6K0.02%013F-HRTimeline
Kiker Wealth Management, LLC299$32.7K0.02%-1,03013F-HRTimeline
Riverview Trust Co297$32.5K0.04%013F-HRTimeline
SITTNER & NELSON, LLC292$31.9K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD291$31.8K0.02%013F-HRTimeline
Bradley & Co. Private Wealth Management…290$31.7K0.02%013F-HRTimeline
Pineridge Advisors LLC282$30.8K0.01%-113F-HRTimeline
Minot DeBlois Advisors LLC277$30.3K0.03%013F-HRTimeline
Bulwark Capital Corp272$29.7K0.03%13F-HRTimeline
Clarity Asset Management, Inc.271$29.6K0.02%+2313F-HRTimeline
CURIO WEALTH, LLC270$29.5K0.01%+26913F-HRTimeline