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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
First Financial Bankshares Inc279,828$30.6M0.69%+38,04713F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION279,341$30.5M2.68%-28,45113F-HRTimeline
Grove Bank & Trust278,355$30.4M3.79%-32,45713F-HRTimeline
Public Sector Pension Investment Board276,499$30.2M0.13%+168,65813F-HRTimeline
Hudock, Inc.274,540$30M4.82%-7,94113F-HRTimeline
Wallington Asset Management, LLC273,928$29.9M4.21%+2,70013F-HRTimeline
RTD Financial Advisors, Inc.273,535$29.9M3.83%-2,06013F-HRTimeline
D.A. DAVIDSON & CO.272,420$29.8M0.21%+2,41313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC264,852$28.9M0.15%-14,95113F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC263,882$28.8M3.15%+6,73613F-HRTimeline
PINNACLE ASSOCIATES LTD263,641$28.8M0.42%+1,08313F-HRTimeline
Financial Enhancement Group LLC249,136$28.1M4.02%new13F-HRTimeline
Advisory Services Network, LLC253,292$27.9M0.45%-43,53313F-HRTimeline
OBSIDIAN CIO, LLC255,227$27.9M4.05%-43,81713F-HRTimeline
HANCOCK WHITNEY CORP252,982$27.6M0.53%+30,27813F-HRTimeline
MBL Wealth, LLC251,359$27.5M2.63%+7,35713F-HRTimeline
Resonant Capital Advisors, LLC250,176$27.3M1.75%+1,94113F-HRTimeline
HB Wealth Management, LLC248,736$27.2M0.22%-283,32713F-HRTimeline
Capital Investment Advisors, LLC247,706$27.1M0.49%-12,71213F-HR/ATimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…245,156$26.8M0.43%+52,32913F-HRTimelineGroup
Madison Wealth Partners, Inc245,107$26.8M5.85%+29,40313F-HRTimeline
OAKWORTH CAPITAL, INC.244,698$26.7M1.72%-30713F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp243,190$26.6M0.09%-59,30113F-HRTimelineGroup
Summit Financial Strategies, Inc.241,011$26.3M2.44%+29,47413F-HRTimeline
RMR Wealth Builders240,711$26.3M2.39%+14,98513F-HRTimeline
Birch Hill Investment Advisors LLC240,394$26.3M1.17%-26,85913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …240,184$26.2M0.6%+39,37313F-HRTimelineGroup
Single Point Partners, LLC239,211$26.1M5.72%-8,12613F-HRTimeline
Graypoint LLC238,040$26M1.46%-120,35913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC237,618$26M1.97%+20,02413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC237,123$25.9M0.19%-28,37113F-HR/ATimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT235,313$25.7M1.65%+81013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC233,242$25.5M0.58%+4,23413F-HRTimeline
MANGROVE PARTNERS IM, LLC232,878$25.5M2.73%+9,57813F-HRTimeline
Midwest Trust Co231,622$25.3M0.35%13F-HRTimeline
HEADINVEST, LLC231,279$25.3M5.38%-16,45813F-HRTimeline
LOWE BROCKENBROUGH & CO INC229,502$25.1M1.41%+11,98813F-HRTimeline
FIRST MERCHANTS CORP228,053$24.9M0.96%-21,11313F-HRTimeline
Horizon Investments, LLC226,261$24.7M0.39%-501,07013F-HRTimeline
FORM Wealth Advisors, LLC225,917$24.7M2.99%+38,46813F-HRTimeline
Round Rock Advisors LLC225,215$24.6M4.25%+4,84813F-HRTimeline
Granite Bay Wealth Management, LLC224,958$24.6M7.9%+25,11513F-HRTimeline
Private Wealth Asset Management, LLC224,493$24.5M3.26%-7,16913F-HRTimeline
Journey Advisory Group, LLC223,980$24.5M1.9%-83813F-HRTimeline
Cedar Mountain Advisors, LLC223,686$24.4M5.08%+3,67513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…223,535$24.4M0.05%-213,98113F-HR/ATimelineGroup
ESL Trust Services, LLC219,438$24M4.9%+18,95513F-HRTimeline
CAPITAL ADVISORS INC/OK217,636$23.8M0.43%+3,80013F-HRTimeline
World Investment Advisors215,996$23.6M0.54%-9,89813F-HRTimeline
Willis Johnson & Associates, Inc.215,002$23.5M1.6%+16,78713F-HRTimeline
Baron Wealth Management LLC213,802$23.4M8.28%-15,15713F-HRTimeline
Rehmann Capital Advisory Group212,997$23.3M1.41%+1,79213F-HRTimeline
Curi Capital, LLC212,258$23.2M0.44%+36,39913F-HRTimeline
TRUEFG, LLC211,389$23.1M6.87%+8,04713F-HRTimeline
SMITH, MOORE & CO.207,689$22.7M1.91%-1,36913F-HRTimeline
YHB Investment Advisors, Inc.206,772$22.6M1.74%+18113F-HRTimeline
1ST SOURCE BANK206,646$22.6M1.25%-64113F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC206,056$22.5M7.17%+10,35813F-HRTimeline
CJM Wealth Advisers, Ltd.205,381$22.4M7.47%+64013F-HRTimeline
Oakwell Private Wealth Management, LLC204,615$22.4M5.15%+22,77813F-HRTimeline
WEST PACES ADVISORS INC.203,391$22.2M4.73%-10,18513F-HRTimeline
Verum Partners LLC202,495$22.1M5.1%-38,11713F-HRTimeline
Kelman-Lazarov, Inc.202,401$22.1M3.58%+7413F-HRTimeline
Harbour Trust & Investment Management Co201,910$22.1M2.44%-5,26613F-HRTimeline
C V STARR & CO INC200,458$21.9M11.38%new13F-HRTimeline
Constellation Investments, Inc.200,000$21.9M1.01%-2,00013F-HRTimeline
Navalign, LLC195,745$21.4M5.9%+4,40413F-HRTimeline
Simmons Bankin group Simmons Bank195,491$21.4M1.52%-2,42513F-HRTimelineGroup
Pinnacle Financial Partners Inc195,087$21.3M0.45%+9,71213F-HRTimeline
Roth Financial Partners LLC194,820$21.3M7.68%+11,21413F-HRTimeline
PITTENGER & ANDERSON INC193,515$21.1M0.77%-2,75613F-HRTimeline
NewEdge Wealth, LLC190,715$21.1M0.33%-124,34013F-HRTimeline
Perigon Wealth Management, LLC192,958$21.1M0.49%+2,25113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC192,433$21M3.3%+59,14613F-HRTimeline
Gladstone Institutional Advisory LLC189,832$20.7M0.86%+3,38813F-HRTimeline
King Wealth Management Group189,442$20.7M2.81%+31213F-HRTimeline
Sigma Planning Corp188,932$20.6M0.62%+6,27313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC181,803$20.6M3.68%+14,48213F-HRTimeline
QUADRANT CAPITAL GROUP LLC187,756$20.5M0.74%-136,86513F-HRTimeline
O'Dell Group, LLC186,450$20.4M5.08%-12,55013F-HRTimeline
Trifecta Capital Advisors, LLC186,441$20.4M3.39%-6,14413F-HRTimeline
ENZI WEALTH180,201$20.3M7.45%-9413F-HRTimeline
Cornerstone Advisory, LLC184,748$20.2M2.17%-5,48713F-HRTimeline
TRUST CO OF VERMONT184,728$20.2M0.95%-4,76213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC182,927$20M0.01%+34713F-HRTimelineGroup
Harbor Group, Inc.182,659$20M3.54%-11,68013F-HRTimeline
Crescent Grove Advisors, LLC181,902$19.9M1.93%-2,35513F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding181,877$19.9M-1,946Timeline
Iowa State Bank179,909$19.7M3.92%+4,41313F-HRTimeline
Smithfield Trust Co179,722$19.6M0.93%+5,69213F-HRTimeline
Fusion Family Wealth, LLC179,230$19.6M1.66%-30,10913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…178,339$19.5M1.62%+5,29013F-HRTimeline
Lutz Financial Services LLC178,244$19.5M1.51%-8,41913F-HRTimeline
Ashton Thomas Private Wealth, LLC177,469$19.4M0.68%-75,41813F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC177,234$19.4M0.21%+5,41213F-HRTimeline
BOK Financial Private Wealth, Inc.175,962$19.2M1.28%-3,31313F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC175,650$19.2M2.14%+18,39213F-HRTimeline
Integrated Wealth Concepts LLC175,246$19.2M0.19%-1913F-HRTimeline
Trustees of Dartmouth College174,600$19.1M5.35%-75,40013F-HRTimeline
CWS Financial Advisors, LLC173,951$19M5.53%+2,30513F-HRTimeline
MainStreet Investment Advisors LLC173,885$19M2.63%-11,16313F-HRTimeline
Summit Asset Management, LLC173,199$18.9M3.08%+84113F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC173,020$18.9M0.2%-41,57713F-HRTimelineGroup
CoreCap Advisors, LLC172,518$18.9M0.76%-11,47013F-HRTimeline
EFG Private Wealth Management (Americas…171,552$18.7M3.46%+6,15713F-HRTimeline
PKS Advisory Services, LLC171,236$18.7M4.76%+2,32513F-HRTimeline
Twele Capital Management, Inc.170,180$18.6M3.69%+1,10113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC169,738$18.6M0.56%+56,98913F-HRTimeline
IRONWOOD WEALTH MANAGEMENT, INC.165,311$18.5M8.75%-1,07413F-HRTimeline
Evergreen Advisors, LLC169,036$18.5M4.89%-1,14613F-HRTimeline
New England Professional Planning Group…168,356$18.4M8.38%+1,88013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC167,265$18.3M0.31%-4,99113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC166,442$18.2M0.59%-34213F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…166,280$18.2M5.82%-1,12013F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC166,138$18.2M9.74%+7,19813F-HRTimeline
Fort Henry Capital, LLC165,824$18.1M12.18%+4,73713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…164,726$18M2.88%-3,63213F-HRTimeline
Goelzer Investment Management, Inc.164,692$18M0.99%-11113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.164,623$18M0.03%-10,21113F-HRTimelineGroup
WASHINGTON TRUST Co164,340$18M0.63%+3,84813F-HRTimeline
Horan Securities, Inc.164,095$17.9M6.31%-64,66613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC163,901$17.9M0.02%-159,31913F-HRTimelineGroup
Pure Financial Advisors, LLC163,073$17.8M0.31%+135,42613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…162,650$17.8M4.37%-2,41813F-HRTimeline
MACKENZIE FINANCIAL CORP162,410$17.7M0.02%+1,02013F-HRTimeline
RWA WEALTH PARTNERS, LLC162,145$17.7M0.22%+43,92913F-HRTimeline
Legacy Financial Strategies, LLC161,857$17.7M3.47%+1,13813F-HRTimeline
FFT WEALTH MANAGEMENT LLC158,619$17.5M3.45%-31,63813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC160,073$17.5M1.56%+11,71413F-HR/ATimeline
Pathway Financial Advisors LLC159,800$17.5M2.56%+50,00613F-HRTimeline
Caliber Wealth Management, LLC / KS159,520$17.4M1.87%+112,00213F-HRTimeline
Chicago Partners Investment Group LLC151,744$17.3M0.5%-94013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…157,544$17.2M1.62%+1,67813F-HRTimelineGroup
OneDigital Investment Advisors LLC157,504$17.2M0.19%-3,25613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC157,309$17.2M0.37%-38,71013F-HRTimeline
COURIER CAPITAL LLC157,245$17.2M1.04%+7,57513F-HRTimeline
Atria Wealth Solutions, Inc.155,077$17.1M0.39%-221,47713F-HRTimeline
SCS Capital Management LLC156,171$17.1M0.19%-87,68113F-HRTimeline
Bristlecone Advisors, LLC155,274$17M1.43%+2,91113F-HRTimeline
Summit Financial Wealth Advisors, LLC154,837$16.9M3.04%-1,57913F-HRTimeline
Whitcomb & Hess, Inc.154,763$16.9M4.77%+3,49213F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC154,292$16.9M1.2%+10,74113F-HRTimeline
Wellspring Financial Advisors, LLC517,145$16.8M1.7%+1,61813F-HRTimeline
Conservest Capital Advisors, Inc.153,343$16.8M1.66%-93,43113F-HRTimeline
Sunflower Bank, N.A.153,167$16.7M4.23%-92,68713F-HRTimeline
Mullooly Asset Management, Inc.153,076$16.7M7.02%-1,05213F-HRTimeline
Human Investing LLC152,932$16.7M2.63%+9,10713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding152,856$16.7M-39,425Timeline
Galvin, Gaustad & Stein, LLC151,768$16.6M1.43%-42,02113F-HRTimeline
Keener Financial Planning LLC151,668$16.6M8.26%+30,85613F-HRTimeline
BANK OF STOCKTON151,410$16.5M4.93%-92713F-HRTimeline
NewSquare Capital LLC154,560$16.5M1.23%+3,36713F-HRTimeline
McKinley Carter Wealth Services, Inc.150,354$16.4M0.91%-10,05713F-HRTimeline
GFS Advisors, LLC149,555$16.3M2.24%+82513F-HRTimeline
Wealthspire Retirement, LLC149,159$16.3M1.08%-4,90113F-HRTimeline
CWM, LLCin group CWM, LLC148,936$16.3M0.06%-83,03913F-HRTimelineGroup
jvl associates llc148,931$16.3M5.85%-10,15113F-HRTimeline
FIDUCIENT ADVISORS LLC148,270$16.2M1.98%+7,66913F-HRTimeline
FineMark National Bank & Trust148,182$16.2M0.55%-12,00113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding147,962$16.2M+13,048Timeline
Prime Capital Investment Advisors, LLC147,130$16.1M0.21%-97,67313F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC146,914$16.1M0.11%new13F-HRTimelineGroup
Paradigm, Strategies in Wealth Manageme…146,252$16M10.46%-23413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp145,531$15.9M0.7%-31,97213F-HRTimelineGroup
Beacon Pointe Advisors, LLC143,437$15.7M0.16%-7,01413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …142,111$15.5M0.01%+11,44513F-HRTimelineGroup
ENCOMPASS WEALTH ADVISORS, LLC141,815$15.5M5.68%+5,54413F-HRTimeline
FSM Wealth Advisors, LLC139,377$15.5M2.52%+9,43313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT141,729$15.5M0.34%+100,40013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC139,974$15.3M7.82%+5,00713F-HRTimeline
SEGALL BRYANT & HAMILL, LLC139,959$15.3M0.21%-76013F-HRTimeline
Obsidian Personal Planning Solutions LLC139,695$15.3M6.18%+4,08013F-HRTimeline
LGL PARTNERS, LLC137,974$15.3M6.77%-1,83413F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC138,701$15.2M1.75%+1,94713F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC138,647$15.2M0.37%-11,63213F-HRTimeline
Apexium Financial, LP138,457$15.1M0.8%-6,34013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC138,005$15.1M0.33%-2,86813F-HRTimeline
Heck Capital Advisors, LLC137,048$15M1.29%-71,27113F-HRTimeline
Venturi Wealth Management, LLC137,034$15M0.74%+111,30613F-HRTimeline
Crewe Advisors LLC136,696$14.9M2.11%+22,29413F-HRTimeline
Arkos Global Advisors136,525$14.9M2.07%+9,47713F-HRTimeline
Christopher J. Hasenberg, Inc135,543$14.8M5.51%+135,51113F-HRTimeline
State of Tennessee, Department of Treas…135,161$14.8M0.05%013F-HRTimeline
LTG Capital LLC134,269$14.7M12.56%+86813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC134,202$14.7M2.33%+7,66413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…133,545$14.6M0.28%+7,45313F-HRTimelineGroup
ProVise Management Group, LLC132,728$14.5M1.15%-1,68113F-HRTimeline
Hardy Reed LLC132,434$14.5M1.16%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS131,672$14.4M0.01%-4,38713F-HRTimelineGroup
Fiduciary Alliance LLC130,707$14.3M1.07%+6,26413F-HRTimeline
XML Financial, LLC130,199$14.2M1.23%-55,60313F-HRTimeline
Litman Gregory Wealth Management LLC130,006$14.2M1.12%-13,35513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC129,824$14.2M0.13%new13F-HRTimelineGroup
Guidance Point Advisors, LLC129,381$14.1M3.63%-8,80013F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC129,314$14.1M2.64%-60,20813F-HRTimelineGroup
Welch & Forbes LLC129,280$14.1M0.18%+30,83013F-HRTimeline
Fairway Wealth LLC128,760$14.1M4.5%+9,01913F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC128,433$14M0.38%-5,27413F-HRTimeline
MONEY CONCEPTS CAPITAL CORP127,211$13.9M0.93%+11,45613F-HRTimeline
BURLING WEALTH PARTNERS, LLC127,202$13.9M2.57%-1,46313F-HRTimeline