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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
Fiera Capital Corpin group Fiera Capital Corp302,491$31.6M0.11%-53,51513F-HRTimelineGroup
OBSIDIAN CIO, LLC299,044$31.3M5.08%+18,05013F-HRTimeline
Advisory Services Network, LLC296,825$31M0.6%-1,59713F-HRTimeline
IFG Advisors, LLC291,959$30.5M5.88%+70,42213F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC286,641$30M12.17%-23,03613F-HRTimeline
Principle Wealth Partners LLC285,183$29.8M2.13%+7,73513F-HRTimeline
Graves Light Lenhart Wealth, Inc.283,301$29.6M3.64%+4,68313F-HRTimeline
Hudock, Inc.282,481$29.5M5.17%+2,45013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC279,803$29.3M0.17%-7,77513F-HRTimelineGroup
RTD Financial Advisors, Inc.275,595$28.8M3.87%+14813F-HRTimeline
Farther Finance Advisors, LLC272,607$28.6M0.73%+33,55613F-HRTimeline
Shoker Investment Counsel, Inc.271,554$28.4M9.59%+1,97813F-HRTimeline
Wallington Asset Management, LLC271,228$28.4M4.08%+1,59013F-HRTimeline
FINANCIAL COUNSELORS INC270,294$28.3M0.43%-1,65413F-HRTimeline
D.A. DAVIDSON & CO.270,007$28.2M0.23%+7,12213F-HRTimeline
MassMutual Private Wealth & Trust, FSB267,598$28M0.81%+37,75313F-HRTimeline
Birch Hill Investment Advisors LLC267,253$27.9M1.33%+2,80113F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC265,494$27.8M0.24%-58,43713F-HR/ATimelineGroup
PINNACLE ASSOCIATES LTD262,558$27.5M0.4%-3,86713F-HRTimeline
Capital Investment Advisors, LLC260,418$27.2M0.53%-2,28413F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC257,146$26.9M4.95%+5,31613F-HRTimeline
Ashton Thomas Private Wealth, LLC252,887$26.4M1.01%-10,01413F-HRTimeline
HEALTHCARE OF ONTARIO PENSION PLAN TRUS…250,000$26.1M0.06%013F-HRTimeline
Trustees of Dartmouth College250,000$26.1M7.4%new13F-HRTimeline
FIRST MERCHANTS CORP249,166$26.1M1.04%-31,86213F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC248,884$26M0.06%new13F-HR/ATimelineGroup
Avidian Wealth Enterprises, LLC248,727$26M1.16%-27,59313F-HRTimeline
Resonant Capital Advisors, LLC248,235$26M1.81%+6,47213F-HRTimeline
HEADINVEST, LLC247,737$25.9M5.04%-3,27113F-HRTimeline
Single Point Partners, LLC247,337$25.9M6.07%+7,88513F-HRTimeline
Conservest Capital Advisors, Inc.246,774$25.8M2.71%+63,52613F-HRTimeline
Sunflower Bank, N.A.245,854$25.7M7.21%+2,84913F-HRTimeline
OAKWORTH CAPITAL, INC.245,005$25.6M1.78%-649,90513F-HRTimeline
Prime Capital Investment Advisors, LLC244,803$25.6M0.3%+84,68113F-HRTimeline
MBL Wealth, LLC244,002$25.5M2.59%+3313F-HRTimeline
SCS Capital Management LLC243,852$25.5M0.32%new13F-HR/ATimeline
First Financial Bankshares Inc241,781$25.3M0.55%-9713F-HRTimeline
Verum Partners LLC240,612$25.2M6.78%+111,04713F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT234,503$24.5M1.62%+5,75413F-HRTimelineGroup
Qube Research & Technologies Ltd232,567$24.3M0.04%new13F-HRTimeline
CWM, LLCin group CWM, LLC231,975$24.3M0.1%-149,86313F-HRTimelineGroup
Private Wealth Asset Management, LLC231,662$24.2M3.48%13F-HRTimeline
CIM INVESTMENT MANAGEMENT INC220,346$24.2M5.53%+111,02713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC229,008$23.9M0.6%+3,97713F-HRTimeline
Baron Wealth Management LLC228,959$23.9M10.52%-1,89613F-HRTimeline
Horan Securities, Inc.228,761$23.9M9.05%+7,32613F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC227,577$23.8M0.02%013F-HRTimeline
World Investment Advisors225,894$23.6M0.61%-1,00413F-HRTimeline
RMR Wealth Builders225,726$23.6M2.48%+23,57413F-HRTimeline
Journey Advisory Group, LLC224,818$23.5M1.92%-27,29213F-HRTimeline
MANGROVE PARTNERS IM, LLC223,300$23.4M2.61%013F-HRTimeline
HANCOCK WHITNEY CORP222,704$23.3M0.76%-97213F-HRTimeline
Round Rock Advisors LLC220,367$23M4.27%+17,74913F-HRTimeline
Cedar Mountain Advisors, LLC220,011$23M5.15%+2,60013F-HRTimeline
LOWE BROCKENBROUGH & CO INC217,514$22.7M1.5%+6,03213F-HRTimeline
Legacy Advisors, LLC215,758$22.6M2.36%+11,09913F-HRTimeline
Madison Wealth Partners, Inc215,704$22.6M5.57%+163,65313F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC214,597$22.4M0.25%+33,27613F-HRTimelineGroup
CAPITAL ADVISORS INC/OK213,836$22.4M0.45%+91,66813F-HRTimeline
WEST PACES ADVISORS INC.213,576$22.3M5.09%-12,40513F-HRTimeline
Summit Financial Strategies, Inc.211,537$22.1M2.23%+14,01513F-HRTimeline
Rehmann Capital Advisory Group211,205$22.1M1.39%+15,35813F-HRTimeline
Fusion Family Wealth, LLC209,339$21.9M2.01%+42,89113F-HRTimeline
SMITH, MOORE & CO.209,058$21.9M2.02%+3,73713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC217,594$21.8M1.85%-59,94713F-HRTimeline
Heck Capital Advisors, LLC208,319$21.8M2.45%-36,67013F-HRTimeline
1ST SOURCE BANK207,287$21.7M1.28%-2,26413F-HRTimeline
Harbour Trust & Investment Management Co207,176$21.7M2.62%-31,22413F-HRTimeline
YHB Investment Advisors, Inc.206,591$21.6M1.8%+18513F-HRTimeline
CJM Wealth Advisers, Ltd.204,741$21.4M7.56%+1,37713F-HRTimeline
TRUEFG, LLC203,342$21.3M7%+14,51013F-HRTimeline
Kelman-Lazarov, Inc.202,327$21.2M3.84%+7,87213F-HRTimeline
Constellation Investments, Inc.202,000$21.1M1%+52,00013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding192,281$21.1M-18,451Timeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …200,811$21M0.56%-58,74313F-HRTimelineGroup
ESL Trust Services, LLC200,483$21M4.73%-76413F-HRTimeline
Granite Bay Wealth Management, LLC199,843$20.9M7.26%+18,82113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC199,248$20.8M0.78%+7,23713F-HRTimelineGroup
O'Dell Group, LLC199,000$20.8M5.39%+92613F-HRTimeline
Willis Johnson & Associates, Inc.198,215$20.7M1.57%+1,53413F-HRTimeline
Simmons Bankin group Simmons Bank197,916$20.7M1.56%+2,11713F-HRTimelineGroup
Empower Advisory Group, LLC197,868$20.7M0.07%+147,05113F-HRTimeline
Northeast Financial Consultants Inc196,975$20.6M0.91%-23,97213F-HRTimeline
PITTENGER & ANDERSON INC196,271$20.5M0.75%-7,23513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC196,019$20.5M0.52%-130,83413F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC195,698$20.5M7.46%+12,24913F-HRTimeline
Harbor Group, Inc.194,339$20.3M4.06%-13,49413F-HRTimeline
Galvin, Gaustad & Stein, LLC193,789$20.3M1.81%-11,64313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…192,827$20.2M0.4%+1,58213F-HRTimelineGroup
Trifecta Capital Advisors, LLC192,585$20.1M4.22%+14,09413F-HRTimeline
EP Wealth Advisors, LLC192,125$20.1M0.16%-3,61013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC191,741$20.1M0.04%+189,43513F-HR/ATimelineGroup
Navalign, LLC191,341$20M5.7%+6,74113F-HRTimeline
Perigon Wealth Management, LLC190,707$19.9M0.51%+2,26013F-HRTimeline
FFT WEALTH MANAGEMENT LLC190,257$19.9M4.16%+50,89713F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC189,522$19.8M3.71%-53,96213F-HRTimelineGroup
TRUST CO OF VERMONT189,490$19.8M0.99%+11,35413F-HRTimeline
King Wealth Management Group189,130$19.8M3%+2,16213F-HRTimeline
FORM Wealth Advisors, LLC187,449$19.6M2.66%13F-HRTimeline
Lutz Financial Services LLC186,663$19.5M1.6%-44613F-HRTimeline
Gladstone Institutional Advisory LLC186,444$19.5M0.91%+13,00213F-HRTimeline
XML Financial, LLC185,802$19.4M1.81%+31,16813F-HRTimeline
Pinnacle Financial Partners Inc185,375$19.4M0.39%+6,68013F-HRTimeline
MainStreet Investment Advisors LLC185,048$19.4M2.82%-7,27713F-HRTimeline
Cornerstone Advisory, LLC190,235$19.3M2.26%-20,06213F-HRTimeline
Crescent Grove Advisors, LLC184,257$19.3M2.01%-2,26013F-HRTimeline
CoreCap Advisors, LLC183,988$19.2M0.85%+56,45213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding183,823$19.2M-1,211Timeline
Roth Financial Partners LLC183,606$19.2M7.58%+3,39913F-HRTimeline
Sigma Planning Corp182,659$19.1M0.61%-17,12013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC182,580$19.1M0.01%+89,10013F-HRTimelineGroup
Oakwell Private Wealth Management, LLC181,837$19M5.25%+9,24813F-HRTimeline
BOK Financial Private Wealth, Inc.179,275$18.7M1.41%-22,14113F-HRTimeline
Bleakley Financial Group, LLC177,750$18.6M0.6%+1,96913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp177,503$18.6M0.85%+112,60813F-HRTimelineGroup
Sageworth Trust Co176,972$18.5M1.15%-1,36713F-HRTimeline
Curi Capital, LLC175,859$18.4M0.45%-68,42313F-HRTimeline
Iowa State Bank175,496$18.4M3.9%+51,75713F-HRTimeline
Integrated Wealth Concepts LLC175,265$18.3M0.21%+3,37413F-HRTimeline
Smithfield Trust Co174,030$18.2M0.91%+6,31413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…173,049$18.1M1.69%-4,13113F-HRTimeline
Summit Asset Management, LLC172,358$18M3.12%+2,10113F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC172,256$18M0.34%-112,40113F-HRTimeline
ENZI WEALTH180,295$18M7.29%+16,35813F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO172,100$18M0.73%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC171,822$18M0.21%+6,68913F-HRTimeline
CWS Financial Advisors, LLC171,646$17.9M5.67%+4,51613F-HRTimeline
Evergreen Advisors, LLC170,182$17.8M4.94%-1,78213F-HRTimeline
Twele Capital Management, Inc.169,079$17.7M3.75%-15613F-HRTimeline
PKS Advisory Services, LLC168,911$17.7M4.83%+1,10113F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…168,358$17.6M3.08%-3,83913F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…167,400$17.5M6.23%+2,13013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC166,784$17.4M0.61%+19,03713F-HRTimeline
New England Professional Planning Group…166,476$17.4M8.67%+6,80113F-HRTimeline
EFG Private Wealth Management (Americas…165,395$17.3M3.5%-6,79013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…165,068$17.3M4.71%-3,37013F-HRTimeline
Goelzer Investment Management, Inc.164,803$17.2M1%-9613F-HR/ATimeline
MACKENZIE FINANCIAL CORP161,390$16.9M0.02%+7,90013F-HRTimeline
Fort Henry Capital, LLC161,087$16.8M12.1%+9113F-HRTimeline
OneDigital Investment Advisors LLC160,760$16.8M0.2%-12,20513F-HRTimeline
Legacy Financial Strategies, LLC160,719$16.8M3.66%+5,15413F-HRTimeline
WASHINGTON TRUST Co160,492$16.8M0.64%-99113F-HRTimeline
McKinley Carter Wealth Services, Inc.160,411$16.8M1.03%+1,06713F-HRTimeline
FineMark National Bank & Trust160,183$16.8M0.61%-6,77413F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC159,492$16.7M9.42%+9,01113F-HRTimeline
jvl associates llc159,082$16.6M6.71%-10713F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC158,940$16.6M10.51%+6,99113F-HRTimeline
Argent Trust Co158,366$16.6M0.68%-67013F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC157,258$16.4M1.98%+34,81313F-HRTimeline
MONTAG A & ASSOCIATES INC156,917$16.4M0.82%-12,93413F-HRTimeline
Summit Financial Wealth Advisors, LLC156,416$16.4M3.24%+10713F-HRTimeline
M Holdings Securities, Inc.156,225$16.3M2.72%+6,17313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…155,866$16.3M1.66%+7,99113F-HRTimelineGroup
Mullooly Asset Management, Inc.154,128$16.1M7.31%13F-HR/ATimeline
Wealthspire Retirement, LLC154,060$16.1M1.28%+33,33313F-HRTimeline
Bristlecone Advisors, LLC152,363$15.9M1.3%+3,90813F-HRTimeline
BANK OF STOCKTON152,337$15.9M5.08%-4,10113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.174,834$15.8M0.03%-17,83313F-HRTimelineGroup
Whitcomb & Hess, Inc.151,271$15.8M4.79%+3,46613F-HRTimeline
Beacon Pointe Advisors, LLC150,451$15.7M0.18%-2,01013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC150,279$15.7M0.43%+96113F-HRTimeline
Asio Capital, LLC150,063$15.7M3.03%-38,14413F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.166,385$15.7M8.17%+20,74813F-HRTimeline
COURIER CAPITAL LLC149,670$15.7M1.02%+37,96713F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC167,321$15.6M3.51%+42,83013F-HRTimeline
Wellspring Financial Advisors, LLC515,527$15.6M1.74%-15,79713F-HRTimeline
GFS Advisors, LLC148,730$15.6M3.12%+20,61313F-HRTimeline
Chicago Partners Investment Group LLC152,684$15.5M0.52%+9,65713F-HRTimeline
VERUS CAPITAL PARTNERS, LLC148,359$15.5M1.55%+54413F-HR/ATimeline
NewSquare Capital LLC151,193$15.5M1.26%+3,80813F-HRTimeline
Paradigm, Strategies in Wealth Manageme…146,486$15.3M10.33%-1,98713F-HRTimeline
Apexium Financial, LP144,797$15.1M0.9%-3,43313F-HRTimeline
Capital Advantage, Inc.131,339$15.1M2.76%013F-HRTimeline
Human Investing LLC143,825$15M2.65%+6,68713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC143,551$15M1.17%-10,25313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …143,181$15M0.03%+55013F-HRTimelineGroup
Litman Gregory Wealth Management LLC143,361$15M1.29%-82,86413F-HRTimeline
Wilmington Savings Fund Society, FSB142,740$14.9M0.28%+6,72813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC142,627$14.9M3.81%-90713F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC140,873$14.7M0.35%-2,02913F-HRTimeline
SEGALL BRYANT & HAMILL, LLC140,719$14.7M0.23%+33,91613F-HRTimeline
FIDUCIENT ADVISORS LLC140,601$14.7M1.84%+8,34013F-HRTimeline
Heritage Investment Group, Inc.140,399$14.7M2.76%+9,30413F-HRTimeline
LGL PARTNERS, LLC139,808$14.6M7.05%-12,71713F-HRTimeline
Bell Bank138,411$14.5M0.78%new13F-HRTimeline
Guidance Point Advisors, LLC138,181$14.5M4.12%-2,74713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC136,754$14.3M1.8%+3,93413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC136,398$14.3M0.25%+26,36113F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC136,271$14.2M5.8%+4,36413F-HRTimeline
Geneos Wealth Management Inc.136,044$14.2M0.21%+76,37213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS136,059$14.2M0.01%+43413F-HRTimelineGroup
Orion Porfolio Solutions, LLC135,274$14.1M0.14%+2,49413F-HRTimeline
Orion Portfolio Solutions, LLC135,274$14.1M0.14%+2,49413F-HR/ATimeline
State of Tennessee, Department of Treas…135,161$14.1M0.05%new13F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC134,967$14.1M7.83%+20,74613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding134,914$14.1M+12,672Timeline
ProVise Management Group, LLC134,409$14.1M1.19%+53313F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC133,707$14M0.43%-2,49813F-HRTimeline
LTG Capital LLC133,401$13.9M12.72%+87113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC133,287$13.9M2.47%+17,24413F-HRTimeline