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Disclosery

IJR ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Advisory Services Network, LLC298,422$34.4M0.64%+49,71913F-HRTimeline
Painted Porch Advisors LLC296,110$34.1M16.83%+104,74913F-HRTimeline
MCF Advisors LLC296,071$34.1M2.39%-13,00713F-HRTimeline
QUADRANT CAPITAL GROUP LLC295,790$34.1M2.35%+16,63013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC287,578$33.1M0.21%+150,66513F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC284,657$32.8M0.64%-15,52813F-HRTimeline
Amplius Wealth Advisors, LLC282,937$32.6M3.34%-2,43113F-HRTimeline
FIRST MERCHANTS CORP281,028$32.4M1.24%-8,99513F-HRTimeline
OBSIDIAN CIO, LLC280,994$32.4M5.91%+15,56313F-HRTimeline
Hudock, Inc.280,031$32.3M5.64%+1,01213F-HRTimeline
Graves Light Lenhart Wealth, Inc.278,618$32.1M3.99%+3,59713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC277,541$32M2.88%+17,13613F-HRTimeline
Principle Wealth Partners LLC277,448$32M2.24%+18,33313F-HRTimeline
Grove Bank & Trust277,222$31.9M4.43%-1,19413F-HRTimeline
Avidian Wealth Enterprises, LLC276,320$31.8M1.43%+22,89113F-HRTimeline
RTD Financial Advisors, Inc.275,447$31.7M4.07%+3,40113F-HRTimeline
FINANCIAL COUNSELORS INC271,948$31.3M0.46%+4,06913F-HRTimeline
Pine Ridge Advisers LLC270,371$31.2M2.77%+73,09713F-HRTimeline
Wallington Asset Management, LLC269,638$31.1M4.49%-81013F-HRTimeline
Shoker Investment Counsel, Inc.269,576$31.1M10.49%+3,70913F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION267,866$30.9M2.88%-1,33213F-HRTimeline
Independent Advisor Alliance267,678$30.8M0.41%+254,02113F-HRTimeline
PINNACLE ASSOCIATES LTD266,425$30.7M0.42%+10,42413F-HRTimeline
Birch Hill Investment Advisors LLC264,452$30.5M1.42%+6,25913F-HRTimeline
Ashton Thomas Private Wealth, LLC262,901$30.3M1.18%+19,38713F-HRTimeline
D.A. DAVIDSON & CO.262,885$30.3M0.25%+11,20313F-HRTimeline
Capital Investment Advisors, LLC262,702$30.3M0.62%+32213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …259,554$29.9M0.83%+1,75913F-HRTimelineGroup
Public Sector Pension Investment Board257,008$29.6M0.13%+228,35113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC251,830$29M5.45%+15,66513F-HRTimeline
HEADINVEST, LLC251,008$28.9M5.46%-2,91113F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…250,000$28.8M0.06%013F-HRTimeline
Vision Capital Management, Inc.249,030$28.7M4.22%+27,72013F-HRTimeline
Heck Capital Advisors, LLC244,989$28.2M3.24%-25613F-HR/ATimeline
Curi Capital, LLC244,282$28.1M0.65%-6,56713F-HRTimeline
MBL Wealth, LLC243,969$28.1M2.82%+6,20513F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC243,484$28.1M5.12%+3,77113F-HRTimelineGroup
Sunflower Bank, N.A.243,005$28M7.78%+19,02713F-HRTimeline
First Financial Bankshares Inc241,878$27.9M0.6%-65513F-HRTimeline
Resonant Capital Advisors, LLC241,763$27.9M2.03%+2,95013F-HRTimeline
Single Point Partners, LLC239,452$27.6M6.35%new13F-HRTimeline
Farther Finance Advisors, LLC239,051$27.5M1%+27,55813F-HRTimeline
Harbour Trust & Investment Management Co238,400$27.5M3.13%+8,14113F-HRTimeline
Edge Capital Group, LLC11$27.3M1.4%-230,42213F-HRTimeline
Journey Advisory Group, LLC252,110$26.9M3.22%013F-HRTimeline
Baron Wealth Management LLC230,855$26.6M12.52%+6,24513F-HRTimeline
Trek Financial, LLC230,775$26.6M1.99%+2,98913F-HRTimeline
GUIDANCE CAPITAL, INC222,646$26.5M8.11%+1,78713F-HRTimeline
MassMutual Private Wealth & Trust, FSB229,845$26.5M0.74%-1,19013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT228,749$26.4M1.73%+12,13413F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC227,577$26.2M0.03%-203,67413F-HRTimeline
World Investment Advisors226,898$26.1M0.72%+39,90413F-HRTimeline
Litman Gregory Wealth Management LLC226,225$26.1M2.26%+67,82113F-HRTimeline
WEST PACES ADVISORS INC.225,981$26M6.36%-12,34113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC225,031$25.9M0.64%+6,15713F-HRTimeline
HANCOCK WHITNEY CORP223,676$25.8M0.82%-2,32113F-HRTimeline
MANGROVE PARTNERS IM, LLC223,300$25.7M3.07%013F-HRTimeline
Annex Advisory Services, LLC221,928$25.6M0.77%+17,01413F-HRTimeline
IFG Advisors, LLC221,537$25.5M5.07%+18,27613F-HRTimeline
Horan Securities, Inc.221,435$25.5M9.68%+4,97113F-HRTimeline
Northeast Financial Consultants Inc220,947$25.5M1.07%+1,29113F-HRTimeline
Cedar Mountain Advisors, LLC217,411$25.1M5.5%+66013F-HRTimeline
Cornerstone Advisory, LLC210,297$24.6M2.8%+1,74013F-HRTimeline
LOWE BROCKENBROUGH & CO INC211,482$24.4M1.56%+9,11813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding210,732$24.3M+23,000Timeline
1ST SOURCE BANK209,551$24.1M1.38%-1,94413F-HRTimeline
Harbor Group, Inc.207,833$23.9M5.38%-4,74613F-HRTimeline
YHB Investment Advisors, Inc.206,406$23.8M1.95%+3,97613F-HRTimeline
Galvin, Gaustad & Stein, LLC205,432$23.7M2.12%+8,55513F-HRTimeline
SMITH, MOORE & CO.205,321$23.7M2.16%+3,25413F-HRTimeline
Legacy Advisors, LLC204,659$23.6M2.29%+11,79513F-HRTimeline
PITTENGER & ANDERSON INC203,506$23.4M0.85%+1,83513F-HRTimeline
CJM Wealth Advisers, Ltd.203,364$23.4M7.89%+4,26613F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding202,820$23.4M-224,960Timeline
Round Rock Advisors LLC202,618$23.3M4.79%+1,53113F-HRTimeline
RMR Wealth Builders202,152$23.3M2.41%+12,24613F-HR/ATimeline
BOK Financial Private Wealth, Inc.201,416$23.2M1.69%-17,86613F-HRTimeline
ESL Trust Services, LLC201,247$23.2M5.17%+21313F-HRTimeline
C V STARR & CO INC200,120$23.1M17.99%13F-HRTimeline
Sigma Planning Corp199,779$23M0.72%+66913F-HRTimeline
O'Dell Group, LLC198,074$22.8M5.15%-5,04813F-HRTimeline
Summit Financial Strategies, Inc.197,522$22.8M2.51%+5,99713F-HRTimeline
Willis Johnson & Associates, Inc.196,681$22.7M1.74%+5,85313F-HRTimeline
Rehmann Capital Advisory Group195,847$22.6M1.43%+1,50613F-HRTimeline
Simmons Bankin group Simmons Bank195,799$22.6M1.65%-6,36813F-HRTimelineGroup
EP Wealth Advisors, LLC195,735$22.6M0.18%+2,78113F-HRTimeline
Kelman-Lazarov, Inc.194,455$22.4M4.03%-9,50313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.192,667$22.2M0.04%-53,08713F-HRTimelineGroup
Financial Enhancement Group LLC195,693$22.2M3.4%new13F-HRTimeline
MainStreet Investment Advisors LLC192,325$22.2M3.11%-5,66813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC192,011$22.1M0.89%+2,24413F-HRTimelineGroup
Perigon Wealth Management, LLC188,447$22.1M0.54%+18,50113F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…191,245$22M0.43%+14,75813F-HRTimelineGroup
TRUEFG, LLC188,832$21.8M7.1%+1,22513F-HRTimeline
Asio Capital, LLC188,207$21.7M4.1%-19,98413F-HRTimeline
Atlanta Consulting Group Advisors, LLC187,142$21.6M7.95%-70,10313F-HR/ATimeline
Lutz Financial Services LLC187,109$21.6M1.74%-2,99413F-HRTimeline
King Wealth Management Group186,968$21.5M3.14%+15,13313F-HRTimeline
Crescent Grove Advisors, LLC186,517$21.5M2.13%+2,06213F-HRTimeline
Executive Wealth Management, LLC185,652$21.4M1.67%+1613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding185,034$21.3M+32,714Timeline
Navalign, LLC184,600$21.3M6.25%+2,03713F-HRTimeline
Compton Financial Group, LLC184,478$21.3M6.32%+5,47513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC183,449$21.1M7.96%+12,66613F-HRTimeline
Dechtman Wealth Management, LLC183,391$21.1M4.08%-1,67413F-HRTimeline
Conservest Capital Advisors, Inc.183,248$21.1M2.18%-25,12913F-HRTimeline
Granite Bay Wealth Management, LLC181,022$20.9M7.73%new13F-HRTimeline
Roth Financial Partners LLC180,207$20.8M8.26%-1,19813F-HRTimeline
RWA WEALTH PARTNERS, LLC179,642$20.7M0.26%+39,25213F-HRTimeline
Pinnacle Financial Partners Inc178,695$20.6M0.42%+2,26213F-HRTimeline
Trifecta Capital Advisors, LLC178,491$20.6M4.06%+5,02413F-HRTimeline
Sageworth Trust Co178,339$20.5M1.27%-19,76313F-HRTimeline
TRUST CO OF VERMONT178,136$20.5M1%+34,20613F-HRTimeline
MKD WEALTH COACHES, LLC177,573$20.5M20.71%13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…177,180$20.4M1.91%+1,48813F-HRTimeline
Bleakley Financial Group, LLC175,781$20.3M0.61%+2,12813F-HRTimeline
Gladstone Institutional Advisory LLC173,442$20M0.93%+23,26613F-HRTimeline
OneDigital Investment Advisors LLC172,965$19.9M0.23%-15,93913F-HRTimeline
Oakwell Private Wealth Management, LLC172,589$19.9M5.57%+17,93313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…172,197$19.8M3.37%+5,63813F-HRTimeline
EFG Private Wealth Management (Americas…172,185$19.8M3.86%-1,10713F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO172,100$19.8M0.79%+160,50013F-HRTimeline
Evergreen Advisors, LLC171,964$19.8M5.42%+1,33113F-HRTimeline
Integrated Wealth Concepts LLC171,891$19.8M0.23%+4,09013F-HRTimeline
Summit Asset Management, LLC170,257$19.6M3.45%+4,00813F-HRTimeline
MONTAG A & ASSOCIATES INC169,851$19.6M0.93%+106,69513F-HRTimeline
Twele Capital Management, Inc.169,235$19.5M4.13%+1,04913F-HRTimeline
ENZI WEALTH163,937$19.5M7.43%+2,64013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…168,438$19.4M5.48%-9,85913F-HRTimeline
PKS Advisory Services, LLC167,810$19.3M4.84%13F-HRTimeline
Smithfield Trust Co167,716$19.3M0.96%-92413F-HRTimeline
CWS Financial Advisors, LLC167,130$19.3M6.23%+2,67013F-HRTimeline
FineMark National Bank & Trust166,957$19.2M0.67%+1,58513F-HRTimeline
Fusion Family Wealth, LLC166,448$19.2M1.76%+99613F-HRTimeline
EPIQ Capital Group, LLC166,392$19.2M5%+17513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…165,270$19M6.54%+4,72413F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC165,133$19M0.21%+6,45713F-HRTimeline
Goelzer Investment Management, Inc.164,899$19M1.1%-27,82713F-HRTimeline
HB Wealth Management, LLC162,866$18.8M0.19%+21,69013F-HRTimeline
NOTTINGHAM ADVISORS, INC.162,757$18.8M2.38%-19,55413F-HRTimeline
WASHINGTON TRUST Co161,483$18.6M0.67%+2,23813F-HRTimeline
Wellspring Financial Advisors, LLC531,324$18.6M1.94%+72,40913F-HRTimeline
Fort Henry Capital, LLC160,996$18.5M13.27%-7,33713F-HRTimeline
Prime Capital Investment Advisors, LLC160,122$18.4M0.27%-55013F-HRTimeline
Financiere des Professionnels - Fonds d…160,100$18.4M1.29%+31,00013F-HRTimeline
New England Professional Planning Group…159,675$18.4M9.16%+3,27113F-HRTimeline
McKinley Carter Wealth Services, Inc.159,344$18.4M1.12%+6,19013F-HRTimeline
jvl associates llc159,189$18.3M6.95%-2,76213F-HRTimeline
Argent Trust Co159,036$18.3M0.75%+4,39013F-HRTimeline
Summit Financial Wealth Advisors, LLC156,309$18.3M3.57%+4,97913F-HRTimeline
BANK OF STOCKTON156,438$18M5.48%-9,94213F-HRTimeline
Legacy Financial Strategies, LLC155,565$17.9M3.85%+11,68313F-HRTimeline
XML Financial, LLC154,634$17.8M1.63%+13,52913F-HRTimeline
SVB WEALTH LLC154,586$17.8M0.33%new13F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC153,804$17.7M1.4%-27413F-HRTimeline
MACKENZIE FINANCIAL CORP153,490$17.7M0.02%+6,92013F-HR/ATimeline
LGL PARTNERS, LLC152,525$17.6M2.55%+2,88213F-HRTimeline
Beacon Pointe Advisors, LLC152,461$17.6M0.19%+2,64413F-HRTimeline
PROFFITT & GOODSON INC152,433$17.6M2.91%+2,50313F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC151,949$17.5M11.22%+3,07213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…151,054$17.4M0.47%-2,33613F-HRTimelineGroup
HILLTOP WEALTH ADVISORS, LLC150,481$17.3M8.77%+2,48313F-HRTimeline
M Holdings Securities, Inc.150,052$17.3M2.79%new13F-HR/ATimeline
Constellation Investments, Inc.150,000$17.3M0.79%13F-HRTimeline
Marietta Wealth Management, LLC149,464$17.2M2.47%+65913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC149,318$17.2M0.48%+25513F-HRTimeline
Paradigm, Strategies in Wealth Manageme…148,473$17.1M11.27%-4,93613F-HRTimeline
Bristlecone Advisors, LLC148,455$17.1M1.34%+2,52413F-HRTimeline
Apexium Financial, LP148,230$17.1M1.04%+10,34813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…147,875$17M1.69%-1,75413F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC147,815$17M1.63%-11,83813F-HR/ATimeline
Whitcomb & Hess, Inc.147,805$17M5.26%-1,47213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC147,747$17M0.64%-2,69313F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC146,006$16.8M0.78%-2,96813F-HRTimeline
NewSquare Capital LLC147,385$16.6M1.33%-5,59513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC143,534$16.5M4.12%+1,40413F-HRTimelineGroup
Chicago Partners Investment Group LLC143,027$16.5M0.55%+3,58613F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.145,637$16.5M8.13%-76913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC142,902$16.5M0.38%-6,55113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …142,631$16.4M0.03%+1,06613F-HRTimelineGroup
SG Americas Securities, LLC141,588$16.3M0.07%+100,70613F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP141,732$16.3M0.02%+139,93213F-HRTimeline
Guidance Point Advisors, LLC140,928$16.2M4.56%+4,07313F-HRTimeline
MERIDIAN MANAGEMENT CO140,385$16.2M4.26%+6,66813F-HRTimeline
FFT WEALTH MANAGEMENT LLC139,360$16.1M1.21%+7,68413F-HRTimeline
Human Investing LLC137,138$15.8M2.8%+3,92413F-HRTimeline
CUMBERLAND ADVISORS INC137,040$15.8M6.3%-2,76513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC136,205$15.7M0.45%-1,51313F-HRTimeline
Wilmington Savings Fund Society, FSB136,012$15.7M0.28%+5,13713F-HRTimeline
Dakota Wealth Management135,834$15.7M0.36%-2,85013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS135,625$15.6M0.01%-55,81813F-HRTimelineGroup
Obsidian Personal Planning Solutions LLC131,278$15.5M7.5%+10,33813F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC134,883$15.5M7.75%+2,75313F-HRTimeline
ProVise Management Group, LLC133,876$15.4M1.32%-2,06313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC132,820$15.3M1.91%+10,16713F-HRTimeline
Orion Porfolio Solutions, LLC132,780$15.3M0.15%+3,73413F-HRTimeline
Orion Portfolio Solutions, LLC132,780$15.3M0.15%+3,73413F-HRTimeline
LTG Capital LLC132,530$15.3M12.81%+4,67113F-HRTimeline
Hardy Reed LLC132,319$15.2M1.34%-6413F-HRTimeline
FIDUCIENT ADVISORS LLC132,261$15.2M1.88%+4,89413F-HRTimeline