IJR ISHARES TR

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.

Holder	Shares	Value	% of portfolio	Change	Source
Creative Capital Management Investments…	1,275	$147K	0.06%	+2	13F-HR Timeline
Granite Investment Partners, LLC	1,270	$146K	0.01%	0	13F-HR Timeline
Register Financial Advisors LLC	1,229	$142K	0.07%	-71	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	1,229	$142K	0.06%	-400	13F-HR Timeline
Householder Group Estate & Retirement S…	1,215	$139K	0.1%	-2,414	13F-HR Timeline
Caitlin John, LLC	1,158	$133K	0.09%	-5	13F-HR Timeline
Pacific Capital Wealth Advisors, Inc.	1,135	$131K	0.02%	0	13F-HR Timeline
PIN OAK INVESTMENT ADVISORS INC	1,110	$130K	0.12%	0	13F-HR Timeline
Pacifica Partners Inc.	1,113	$128K	0.06%	0	13F-HR Timeline
Morling Financial Advisors, LLC	1,108	$128K	0.04%	+20	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	1,095	$126K	0.05%	-117	13F-HR Timeline
Addison Advisors LLC	1,055	$122K	0.03%	-1,268	13F-HR Timeline
Annis Gardner Whiting Capital Advisors,…	1,053	$121K	0.03%	0	13F-HR Timeline
LOGAN CAPITAL MANAGEMENT INC	1,046	$121K	0.01%	0	13F-HR Timeline
Lowe Wealth Advisors, LLC	1,036	$119K	0.05%	0	13F-HR Timeline
Ceeto Capital Group, LLC	1,036	$119K	0.04%	new	13F-HR Timeline
Transce3nd, LLC	1,019	$117K	0.04%		13F-HR Timeline
Comprehensive Financial Planning, Inc./…	967	$111K	0.09%		13F-HR Timeline
RAFFA WEALTH MANAGEMENT, LLC	963	$111K	0.03%	0	13F-HR Timeline
Armor Investment Advisors, LLC	956	$110K	0.05%	-60	13F-HR Timeline
HHM Wealth Advisors, LLC	948	$109K	0.01%	0	13F-HR Timeline
MTM Investment Management, LLC	939	$108K	0.04%	+69	13F-HR Timeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC	930	$107K	0.01%	new	13F-HR/A Timeline
Disciplina Capital Management LLC	919	$106K	0.02%	-85	13F-HR Timeline
Eagle Bay Advisors LLC	911	$105K	0.07%	-767	13F-HR Timeline
Evelyn Partners Investment Management (…	900	$104K	0.04%		13F-HR Timeline
WINTRUST INVESTMENTS LLC	896	$103K	0.09%	-316	13F-HR Timeline
Ransom Advisory, Ltd	889	$102K	0.05%	0	13F-HR Timeline
Piscataqua Savings Bank	889	$102K	0.09%	0	13F-HR Timeline
West Branch Capital LLC	885	$102K	0.03%	0	13F-HR Timeline
COUNTRY TRUST BANK	867	$99.9K	<0.01%	-170	13F-HR Timeline
Morton Brown Family Wealth, LLC	866	$99.8K	0.03%	-12	13F-HR Timeline
Menard Financial Group LLC	841	$96.9K	0.06%	new	13F-HR Timeline
ACIMA PRIVATE WEALTH, LLC	830	$95.6K	0.03%	0	13F-HR Timeline
Reyes Financial Architecture, Inc.	824	$94.9K	0.07%		13F-HR Timeline
HAZLETT, BURT & WATSON, INC.	783	$90K	0.04%	-132	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	780	$89.9K	0.01%	0	13F-HR Timeline
Bear Mountain Capital, Inc.	744	$88.8K	0.03%	0	13F-HR Timeline
JDM Financial Group LLC	762	$87.8K	0.05%	+110	13F-HR Timeline
North Ridge Wealth Advisors, Inc.	700	$80.7K	0.06%	new	13F-HR Timeline
Hexagon Capital Partners LLC	693	$79.8K	0.01%	0	13F-HR Timeline
Kiker Wealth Management, LLC	682	$78.6K	0.06%		13F-HR Timeline
FLAGSHIP WEALTH ADVISORS, LLC	673	$77.5K	0.05%		13F-HR Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …	705	$75.2K	0.01%	new	13F-HR Timeline Group
MOGY JOEL R INVESTMENT COUNSEL INC	638	$73.5K	<0.01%	0	13F-HR Timeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd	635	$73.2K	0.02%		13F-HR Timeline Group
CHAPMAN FINANCIAL GROUP, LLC	628	$72.4K	0.06%		13F-HR Timeline
FLP Wealth Management, LLC	608	$70.1K	0.18%		13F-HR Timeline
Empowered Funds, LLC	608	$70.1K	<0.01%	new	13F-HR Timeline
Mill Capital Management, LLC	600	$69.1K	0.01%	0	13F-HR Timeline
Davis Capital Management	597	$68.8K	0.06%	0	13F-HR Timeline
NFSG Corp	596	$68.6K	0.02%	new	13F-HR Timeline
Sanctuary Wealth Management, L.L.C.	593	$68.3K	0.05%	+120	13F-HR Timeline
Coston, McIsaac & Partners	597	$68K	0.02%	0	13F-HR Timeline
Holos Integrated Wealth LLC	588	$67.7K	0.05%		13F-HR Timeline
WINNACLE WEALTH LLC	587	$67.5K	0.07%		13F-HR Timeline
REAP Financial Group, LLC	577	$66.4K	0.02%	+10	13F-HR Timeline
Denver PWM, LLC	565	$65.1K	0.03%	-75	13F-HR Timeline
Collier Financial	564	$65K	0.06%		13F-HR Timeline
Stephens Consulting, LLC	559	$64.4K	0.02%	-16	13F-HR Timeline
Nemes Rush Group LLC	559	$64.4K	0.01%	-100	13F-HR Timeline
Clean Yield Group	550	$63.4K	0.02%	-250	13F-HR Timeline
Ball & Co Wealth Management Inc.	547	$63K	0.05%		13F-HR Timeline
SYM FINANCIAL Corp	531	$61.2K	0.01%	+396	13F-HR Timeline
Rise Advisors, LLC	513	$59.1K	0.03%	+5	13F-HR Timeline
WealthCollab, LLC	502	$57.8K	0.04%	0	13F-HR Timeline
BankPlus Trust Departmentin group BankPlus Trust Department	500	$57.6K	0.02%		13F-HR Timeline Group
Winch Advisory Services, LLC	496	$57.2K	0.01%	0	13F-HR Timeline
Capital Investment Counsel, Inc	496	$57.1K	0.01%	-56	13F-HR Timeline
Fairscale Capital, LLC	495	$57K	0.05%	0	13F-HR Timeline
Beaird Harris Wealth Management, LLC	480	$55.3K	<0.01%	0	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	479	$55.2K	0.04%		13F-HR Timeline
VSM Wealth Advisory, LLC	474	$54.6K	0.02%		13F-HR Timeline
Tanglewood Legacy Advisors, LLC	468	$53.9K	0.02%	-320	13F-HR Timeline
Bray Capital Advisors	455	$52.4K	0.01%	0	13F-HR Timeline
SJS Investment Consulting Inc.	451	$52K	0.01%	+400	13F-HR Timeline
Evolution Advisers, Inc.	444	$51K	0.03%	0	13F-HR Timeline
CRITERION CAPITAL ADVISORS, LLC	474	$50.6K	0.03%	0	13F-HR Timeline
ENDEAVOR PRIVATE WEALTH, INC.	411	$47.4K	0.05%		13F-HR Timeline
Financial Network Wealth Advisors LLC	410	$47.2K	0.09%	-36	13F-HR Timeline
Pingora Partners LLC	409	$47.1K	0.03%	0	13F-HR Timeline
Brooklyn Investment Group	401	$46.1K	0.01%	new	13F-HR Timeline
BELLEVUE ASSET MANAGEMENT, LLC	400	$46.1K	0.02%	new	13F-HR Timeline
Robinswood Financial LLC	389	$44.9K	0.02%	+3	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	389	$44.8K	0.01%	+14	13F-HR Timeline
Raleigh Capital Management Inc.	378	$43.6K	0.02%	-2	13F-HR Timeline
Navigoe, LLC	375	$43K	0.04%		13F-HR Timeline
Murphy & Mullick Capital Management Corp	350	$40.3K	0.04%		13F-HR Timeline
WFA Asset Management Corp	330	$38K	0.02%	0	13F-HR Timeline
Tidemark, LLC	326	$37.6K	0.01%	0	13F-HR Timeline
Pflug Koory, LLC	316	$36.4K	0.02%	0	13F-HR Timeline
Northwest Capital Management Inc	309	$35.6K	0.02%	-42	13F-HR Timeline
Advantage Trust Co	307	$35.4K	0.02%	0	13F-HR Timeline
Riverview Trust Co	297	$34.2K	0.03%	0	13F-HR Timeline
Riggs Asset Managment Co. Inc.	296	$34K	0.01%	+25	13F-HR Timeline
OGOREK ANTHONY JOSEPH /NY/ /ADV	302	$34K	0.01%	new	13F-HR Timeline
LONDON CO OF VIRGINIA	295	$34K	<0.01%	new	13F-HR Timeline
C M BIDWELL & ASSOCIATES LTD	291	$33.5K	0.02%	0	13F-HR Timeline
Bradley & Co. Private Wealth Management…	290	$33.4K	0.02%		13F-HR Timeline
Ashurst Perkins Coie Trust Co	286	$33K	0.01%	-52	13F-HR Timeline
Pineridge Advisors LLC	283	$32.6K	0.01%	+3	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	280	$32.3K	0.01%	0	13F-HR Timeline
Minot DeBlois Advisors LLC	277	$31.9K	0.03%		13F-HR Timeline
CURIO WEALTH, LLC	270	$31.1K	0.02%		13F-HR Timeline
Castleview Partners, LLC	265	$30.5K	0.02%	+35	13F-HR/A Timeline
GRAND WEALTH MANAGEMENT, LLC	263	$30.3K	0.02%	0	13F-HR Timeline
Millstone Evans Group, LLC	260	$30K	0.02%		13F-HR Timeline
PEOPLES FINANCIAL SERVICES CORP.	250	$28.8K	0.01%	0	13F-HR Timeline
Redwood Park Advisors LLC	247	$28.4K	0.02%		13F-HR Timeline
Evergreen Private Wealth LLC	239	$27.5K	0.01%	0	13F-HR Timeline
Founders Capital Management	237	$27.3K	0.02%	+1	13F-HR Timeline
Front Row Advisors LLC	235	$27.1K	0.01%	0	13F-HR Timeline
DecisionPoint Financial, LLC	225	$25.9K	0.01%	0	13F-HR Timeline
Financial Life Planners	222	$25.5K	0.02%		13F-HR Timeline
LRI Investments, LLC	219	$25.2K	<0.01%	+2	13F-HR Timeline
FSA Wealth Management LLC	212	$24.4K	0.01%	+43	13F-HR Timeline
Future Financial Wealth Managment LLC	210	$24.2K	0.02%	-1,200	13F-HR Timeline
Archer Investment Corp	210	$24.2K	0.01%	+28	13F-HR Timeline
Heritage Wealth Advisors	208	$24K	<0.01%	+58	13F-HR Timeline
Investors Research Corp	204	$23.5K	0.01%	0	13F-HR Timeline
Graney & King, LLC	204	$23.4K	0.02%		13F-HR Timeline
Field & Main Bank	200	$23K	0.01%	0	13F-HR Timeline
Clarity Asset Management, Inc.	193	$22.2K	0.01%	+17	13F-HR Timeline
Kings Path Partners LLC	192	$22.1K	0.01%	0	13F-HR Timeline
Mattson Financial Services, LLC	186	$21.8K	0.01%	+31	13F-HR Timeline
Stuart Chaussee & Associates, Inc.	187	$21.5K	0.01%	0	13F-HR Timeline
Wood Tarver Financial Group, LLC	187	$21K	0.01%		13F-HR Timeline
FPC INVESTMENT ADVISORY, INC.	175	$20.7K	0.02%	new	13F-HR Timeline
Measured Risk Portfolios, Inc.	166	$19.1K	0.02%		13F-HR Timeline
New Millennium Group LLC	163	$18.8K	0.01%	new	13F-HR Timeline
Roxbury Financial LLC	138	$17.5K	0.02%		13F-HR Timeline
1620 INVESTMENT ADVISORS, INC.	148	$17.1K	0.01%	0	13F-HR Timeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC	147	$16.9K	0.01%	0	13F-HR Timeline
CarsonAllaria Wealth Management, Ltd.	143	$16.5K	0.01%	-11	13F-HR Timeline
Breakwater Investment Management	140	$16.1K	0.01%	0	13F-HR/A Timeline
Atala Financial Inc	140	$16.1K	0.01%		13F-HR Timeline
Kopp Family Office, LLC	141	$16K	0.01%	-23	13F-HR Timeline
Vermillion & White Wealth Management Gr…	139	$16K	0.01%	+1	13F-HR Timeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …	138	$15.9K	<0.01%	+6	13F-HR Timeline Group
FIRST UNITED BANK & TRUST	135	$15.6K	0.01%	0	13F-HR Timeline
NEW WAVE WEALTH ADVISORS LLC	135	$15.6K	0.01%	new	13F-HR Timeline
Covestor Ltd	125	$15K	0.01%	-38	13F-HR Timeline
Legend Financial Advisors, Inc.	130	$15K	0.01%	0	13F-HR Timeline
Game Plan Financial Advisors, LLC	129	$14.9K	0.01%	-10	13F-HR Timeline
Signature Resources Capital Management,…	121	$13.9K	0.01%	+42	13F-HR Timeline
Frazier Financial Advisors, LLC	117	$13.4K	0.01%	+116	13F-HR Timeline
TANAKA CAPITAL MANAGEMENT INC	109	$13K	0.03%	0	13F-HR Timeline
Your Advocates Ltd., LLP	111	$12.8K	0.01%	0	13F-HR Timeline
ELEVATE WEALTH ADVISORY, INC	111	$12.8K	0.01%	0	13F-HR Timeline
Cornerstone National Bank & Trust Co	102	$11.8K	0.01%	0	13F-HR Timeline
Atlantic Private Wealth, LLC	95	$10.9K	0.01%	-144	13F-HR Timeline
PFS Partners, LLC	86	$9.94K	0.01%	0	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	86	$9.91K	<0.01%	new	13F-HR Timeline
AllSquare Wealth Management LLC	86	$9.91K	0.01%	0	13F-HR Timeline
Legacy Investment Solutions, LLC	78	$9.14K	0.01%	-76	13F-HR Timeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…	78	$9.14K	0.01%	-76	13F-HR Timeline Group
CALDWELL SUTTER CAPITAL, INC.	79	$9.1K	<0.01%	0	13F-HR Timeline
RESOURCES MANAGEMENT CORP /CT/ /ADV	81	$9K	<0.01%	0	13F-HR Timeline
HALL LAURIE J TRUSTEE	75	$9K	<0.01%	0	13F-HR Timeline
WPG Advisers, LLC	75	$8.64K	0.01%		13F-HR Timeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…	75	$8.64K	<0.01%	0	13F-HR Timeline
Greenline Partners, LLC	74	$8.53K	<0.01%	new	13F-HR Timeline
HARRIS ASSOCIATES L P	70	$8.06K	<0.01%	-1,081	13F-HR Timeline
Compass Financial Services Inc	69	$7.98K	<0.01%		13F-HR Timeline
Peachtree Investment Partners, LLC	67	$7.72K	<0.01%	0	13F-HR Timeline
Ruedi Wealth Management, Inc.	63	$7.26K	<0.01%	0	13F-HR Timeline
GABLES CAPITAL MANAGEMENT INC.	60	$6.91K	<0.01%	-100	13F-HR Timeline
Rakuten Securities, Inc.	60	$6.91K	<0.01%	-10	13F-HR Timeline
DELTA ASSET MANAGEMENT LLC/TN	55	$6.34K	<0.01%	0	13F-HR Timeline
Financial Management Professionals, Inc.	55	$6.34K	<0.01%	-44	13F-HR Timeline
Kozak & Associates, Inc.	50	$5.81K	<0.01%	+39	13F-HR Timeline
Luminist Capital LLC	50	$5.76K	0.01%		13F-HR Timeline
Northwest Bank & Trust Co	40	$5.06K	<0.01%	0	13F-HR Timeline
Christopher J. Hasenberg, Inc	40	$4.61K	<0.01%	new	13F-HR Timeline
Nova Wealth Management, Inc.	37	$4.26K	<0.01%		13F-HR Timeline
CROWLEY WEALTH MANAGEMENT, INC.	34	$3.92K	<0.01%		13F-HR Timeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP	32	$3.67K	<0.01%	0	13F-HR Timeline
POM Investment Strategies, LLC	30	$3.46K	<0.01%	new	13F-HR Timeline
Parkworth Wealth Management, Inc.	30	$3.46K	<0.01%		13F-HR Timeline
CAPITAL & PLANNING, LLC	28	$3.25K	<0.01%		13F-HR Timeline
Tower View Wealth Management LLC	27	$3.16K	<0.01%	0	13F-HR Timeline
LANARK FINANCIAL, INC.	26	$3K	0.28%	-25,475	13F-HR Timeline
Briaud Financial Planning Inc	27	$3K	<0.01%	new	13F-HR Timeline
Decker Retirement Planning Inc.	26	$2.94K	<0.01%		13F-HR Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …	24	$2.77K	<0.01%	new	13F-HR Timeline Group
RICHARDSON FINANCIAL SERVICES INC.	24	$2.76K	<0.01%	new	13F-HR Timeline
St. Johns Investment Management Company…	23	$2.65K	<0.01%	new	13F-HR Timeline
Anderson Financial Strategies, LLC	22	$2.54K	<0.01%		13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	20	$2.35K	<0.01%	0	13F-HR Timeline
Promus Capital, LLC	19	$2.17K	<0.01%		13F-HR/A Timeline
Mendota Financial Group, LLC	18	$2.07K	<0.01%	-641	13F-HR Timeline
Prudent Man Investment Management, Inc.	18	$2.07K	<0.01%		13F-HR Timeline
HORIZON BANCORP INC /IN/	15	$2K	<0.01%	-25	13F-HR Timeline
Morse Asset Management, Inc	8	$922	<0.01%	0	13F-HR Timeline
ATTICUS WEALTH MANAGEMENT, LLC	5	$577	<0.01%	0	13F-HR Timeline
RE Dickinson Investment Advisors, LLC	369	$425	0.02%	0	13F-HR/A Timeline
Retirement Wealth Solutions LLC	2	$177	<0.01%		13F-HR Timeline
Members Trust Co	804,463	$92.7B		-14,378	13F-HR TimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.
Legacy Financial Group LLC	9,482	$1.09B		new	13F-HR TimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.