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Disclosery

IJR ISHARES TR

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SHS (fund)

2,511 managers (2,537 13F filers) reported a position in IJR shares at 2025-03-31, 544,307,477 shares in all. 86 filers opened a position and 163 filers sold out during the quarter.

Managers
2,511
13F filers
2,537
New
86
Added
1,081
Reduced
1,055
Sold out
163
Shares held by filers
544,307,477

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
Windsor Advisory Group, LLC425$44.4K0.06%-6,56413F-HRTimeline
Navigoe, LLC403$42K0.04%+2813F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC400$41.8K0.02%013F-HRTimeline
Graney & King, LLC398$41.7K0.03%+19413F-HRTimeline
Robinswood Financial LLC383$40.1K0.01%-613F-HRTimeline
Coston, McIsaac & Partners385$40K0.01%-21213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP377$39.4K<0.01%-1213F-HRTimeline
Murphy & Mullick Capital Management Corp350$36.6K0.04%013F-HRTimeline
WFA Asset Management Corp330$36.5K0.02%013F-HRTimeline
Pflug Koory, LLC316$33.1K0.02%013F-HRTimeline
Tanglewood Legacy Advisors, LLC313$32.7K0.01%-15513F-HRTimeline
Northwest Capital Management Inc309$32.3K0.01%013F-HRTimeline
Advantage Trust Co307$32.1K0.02%013F-HRTimeline
Riverview Trust Co297$31.1K0.03%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV302$31K0.01%013F-HRTimeline
SITTNER & NELSON, LLC292$30.5K0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD291$30.4K0.02%013F-HRTimeline
Bradley & Co. Private Wealth Management…290$30.3K0.02%013F-HRTimeline
Perkins Coie Trust Co286$29.9K0.01%013F-HRTimeline
Pineridge Advisors LLC283$29.6K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI280$29.3K0.01%013F-HRTimeline
Minot DeBlois Advisors LLC277$29K0.03%013F-HRTimeline
Mattson Financial Services, LLC272$28.4K0.01%+8613F-HRTimeline
HOEY INVESTMENTS, INC268$28K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC267$28K<0.01%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC263$27.5K0.02%013F-HRTimeline
Front Row Advisors LLC255$26.7K0.01%+2013F-HRTimeline
Redwood Park Advisors LLC250$26.2K0.02%+313F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.250$26.1K0.01%013F-HRTimeline
Signature Resources Capital Management,…249$26K0.02%+12813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.249$26K<0.01%new13F-HRTimeline
Clarity Asset Management, Inc.248$26K0.02%+5513F-HRTimeline
Evergreen Private Wealth LLC239$25K0.01%013F-HRTimeline
Founders Capital Management237$24.8K0.02%013F-HRTimeline
Tidemark, LLC225$23.5K0.01%-10113F-HRTimeline
Headlands Technologies LLC215$22.5K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC214$22.4K0.01%-1113F-HRTimeline
Archer Investment Corp210$22K0.01%013F-HRTimeline
Future Financial Wealth Managment LLC210$22K0.02%013F-HRTimeline
Heritage Wealth Advisors208$21.8K<0.01%013F-HRTimeline
Investors Research Corp204$21.3K<0.01%013F-HRTimeline
LONDON CO OF VIRGINIA202$21.1K<0.01%-9313F-HRTimeline
Field & Main Bank200$20.9K0.01%013F-HRTimeline
Kings Path Partners LLC192$20.1K0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.187$19.6K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …173$18.1K<0.01%13F-HRTimelineGroup
DELTA ASSET MANAGEMENT LLC/TN172$18K<0.01%+11713F-HRTimeline
Game Plan Financial Advisors, LLC154$16.1K0.01%+2513F-HRTimeline
Raleigh Capital Management Inc.151$15.8K0.01%-22713F-HRTimeline
New Millennium Group LLC150$15.7K0.01%-1313F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC147$15.4K0.01%013F-HRTimeline
Kopp Family Office, LLC141$14.7K0.01%013F-HRTimeline
Peterson Wealth Services140$14.6K<0.01%-2,79013F-HRTimeline
Atala Financial Inc140$14.6K0.01%013F-HRTimeline
Breakwater Investment Management136$14.2K0.01%-413F-HRTimeline
Vermillion & White Wealth Management Gr…136$14.2K0.01%-313F-HRTimeline
Cardinal Strategic Wealth Guidance134$14K<0.01%-1,92713F-HRTimeline
Covestor Ltd138$14K0.01%+1313F-HRTimeline
Goodman Advisory Group, LLC129$13.5K<0.01%new13F-HR/ATimeline
Tradewinds Capital Management, LLC125$13.1K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC117$12.2K0.01%013F-HRTimeline
Your Advocates Ltd., LLP111$11.6K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC111$11.6K0.01%013F-HRTimeline
TANAKA CAPITAL MANAGEMENT INC109$11K0.03%013F-HRTimeline
Spurstone Advisory Services, LLC105$11K0.21%new13F-HRTimeline
Cornerstone National Bank & Trust Co102$10.7K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.100$10.5K0.01%+6313F-HR/ATimeline
FIRST UNITED BANK & TRUST95$9.93K<0.01%-4013F-HRTimeline
Atlantic Private Wealth, LLC95$9.92K0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…93$9.72K<0.01%+1813F-HRTimeline
Riggs Asset Managment Co. Inc.91$9.52K<0.01%-20513F-HRTimeline
PFS Partners, LLC86$9.04K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC86$8.99K0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.79$8.35K<0.01%-6413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.79$8.26K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.78$8.16K0.01%-7013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV81$8K<0.01%013F-HRTimeline
WPG Advisers, LLC75$7.84K0.01%013F-HRTimeline
Byrne Asset Management LLC68$7.11K0.01%new13F-HRTimeline
Peachtree Investment Partners, LLC67$7.01K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.64$7K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ruedi Wealth Management, Inc.63$6.59K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.60$6.27K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.55$5.75K<0.01%013F-HRTimeline
Luminist Capital LLC50$5.24K0.01%013F-HRTimeline
Kozak & Associates, Inc.50$4.82K<0.01%013F-HRTimeline
Anderson Financial Strategies, LLC44$4.6K<0.01%+2213F-HRTimeline
TOWER TRUST & INVESTMENT Co40$4K<0.01%13F-HRTimeline
Advyzon Investment Management, LLC37$3.87K<0.01%new13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.34$3.56K<0.01%013F-HRTimeline
SWAN Capital LLC33$3.45K<0.01%new13F-HRTimeline
Christopher J. Hasenberg, Inc32$3.35K<0.01%-813F-HRTimeline
Parkworth Wealth Management, Inc.30$3.14K<0.01%013F-HRTimeline
Tower View Wealth Management LLC28$2.88K<0.01%+113F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …24$2.51K<0.01%013F-HRTimelineGroup
Pingora Partners LLC23$2.4K<0.01%-38613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC20$2.14K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.18$2.07K<0.01%013F-HRTimeline
HORIZON BANCORP INC /IN/15$2K<0.01%013F-HRTimeline
Promus Capital, LLC19$1.97K<0.01%013F-HR/ATimeline
Mendota Financial Group, LLC18$1.88K<0.01%013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.17$1.82K<0.01%-1,52413F-HRTimeline
Aventura Private Wealth, LLC12$1.25K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA11$1.15K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC9$941<0.01%new13F-HRTimeline
Morse Asset Management, Inc8$837<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC2$165<0.01%013F-HRTimeline
Keystone Global Partners, LLC1$105<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-105,01013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
ARVEST INVESTMENTS, INC.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$31.1K-26913F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.