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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
Covestor Ltd265$29K0.02%+12713F-HRTimeline
HOEY INVESTMENTS, INC264$28.9K<0.01%-413F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC263$28.7K0.01%013F-HRTimeline
Tidemark, LLC260$28.4K0.01%+3513F-HRTimeline
RMG Wealth Management LLC245$27.5K<0.01%13F-HRTimeline
Redwood Park Advisors LLC251$27.5K0.02%+113F-HRTimeline
Murphy & Mullick Capital Management Corp250$27.3K0.02%-10013F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.250$27.3K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI247$27K<0.01%-3313F-HRTimeline
Evergreen Private Wealth LLC239$26.1K0.01%013F-HRTimeline
Founders Capital Management238$26K0.02%+113F-HRTimeline
Front Row Advisors LLC235$25.7K0.01%-2013F-HRTimeline
Signature Resources Capital Management,…228$24.9K0.02%-2113F-HRTimeline
Nova Wealth Management, Inc.221$24.2K0.02%+12113F-HRTimeline
DecisionPoint Financial, LLC214$23.7K0.01%013F-HRTimeline
Heritage Wealth Advisors208$22.8K<0.01%013F-HRTimeline
Archer Investment Corp204$22.3K0.01%-613F-HRTimeline
Investors Research Corp204$22.3K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV203$22K0.01%-9913F-HRTimeline
Field & Main Bank200$21.9K0.01%013F-HRTimeline
Stuart Chaussee & Associates, Inc.187$20.4K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC178$19.5K0.02%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN172$18.8K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC170$18.6K<0.01%+4513F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC162$17.7K0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC154$16.8K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC153$16.7K<0.01%-11413F-HRTimeline
New Millennium Group LLC150$16.4K0.01%013F-HRTimeline
Boreal Capital Management LLC150$16.4K0.01%13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC147$16.1K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC147$16K0.01%+3013F-HRTimeline
Kopp Family Office, LLC141$15.4K0.01%013F-HRTimeline
Peterson Wealth Services140$15.3K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.137$15K<0.01%+7313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Vermillion & White Wealth Management Gr…136$14.9K0.01%013F-HRTimeline
Breakwater Investment Management136$14.9K0.01%013F-HRTimeline
Legend Financial Advisors, Inc.130$14.2K0.01%new13F-HRTimeline
Raleigh Capital Management Inc.127$13.8K0.01%-2413F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …123$13.5K<0.01%13F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.113$12.3K<0.01%-13613F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …108$11.8K<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC106$11.6K0.01%+3113F-HRTimeline
Atlantic Private Wealth, LLC103$11.3K0.01%+813F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC103$11.3K<0.01%new13F-HRTimeline
Cornerstone National Bank & Trust Co102$11.1K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST95$10.4K<0.01%013F-HRTimeline
PUNCH & ASSOCIATES INVESTMENT MANAGEMEN…93$10.2K<0.01%013F-HRTimeline
PFS Partners, LLC87$9.47K<0.01%+113F-HRTimeline
AllSquare Wealth Management LLC86$9.4K0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV81$9K<0.01%013F-HRTimeline
Your Advocates Ltd., LLP82$8.96K<0.01%-2913F-HRTimeline
Kings Path Partners LLC82$8.96K<0.01%-11013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.80$8.76K<0.01%+113F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.79$8.63K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.78$8.53K0.01%013F-HRTimeline
Peachtree Investment Partners, LLC67$7.32K<0.01%013F-HRTimeline
Aventura Private Wealth, LLC63$6.88K<0.01%+5113F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.62$6.78K0.01%13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.60$6.56K<0.01%013F-HRTimeline
Financial Management Professionals, Inc.55$6.01K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …53$5.75K0.01%-1,39713F-HRTimeline
Kozak & Associates, Inc.50$5.65K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.51$5.57K<0.01%-70213F-HRTimeline
Luminist Capital LLC50$5.55K0.01%013F-HRTimeline
Kilter Group LLC48$5.29K<0.01%new13F-HRTimeline
Byrne Asset Management LLC48$5.25K<0.01%-2013F-HRTimeline
TOWER TRUST & INVESTMENT Co40$4.37K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC30$3.28K<0.01%-18013F-HRTimeline
Parkworth Wealth Management, Inc.30$3.28K<0.01%013F-HRTimeline
SWAN Capital LLC25$2.73K<0.01%-813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …24$2.62K<0.01%013F-HRTimelineGroup
Pingora Partners LLC23$2.51K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.18$2.07K<0.01%013F-HRTimeline
Mendota Financial Group, LLC18$1.97K<0.01%013F-HRTimeline
Northwest Capital Management Inc17$1.86K<0.01%-29213F-HRTimeline
Cardinal Strategic Wealth Guidance16$1.75K<0.01%-11813F-HRTimeline
Promus Capital, LLC12$1.35K<0.01%-713F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC11$1.2K<0.01%new13F-HRTimeline
Integrity Financial Corp /WA11$1.2K<0.01%013F-HRTimeline
LONDON CO OF VIRGINIA10$1.05K<0.01%-19213F-HRTimeline
1 NORTH WEALTH SERVICES LLC9$984<0.01%013F-HRTimeline
Morse Asset Management, Inc8$874<0.01%013F-HRTimeline
New England Capital Financial Advisors …2$219<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC2$173<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Fiduciary Wealth Partners, LLC0$00%-2,07213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Strategic Wealth Investment Group, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.