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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
ENCOMPASS WEALTH ADVISORS, LLC131,907$15.2M6.14%+4,92613F-HRTimeline
BURLING WEALTH PARTNERS, LLC131,754$15.2M3.1%13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC131,665$15.2M3.36%+3,11013F-HRTimeline
Capital Advantage, Inc.131,339$15.1M2.76%-2,63913F-HRTimeline
Towercrest Capital Management131,167$15.1M2.44%-38113F-HRTimeline
Heritage Investment Group, Inc.131,095$15.1M2.82%+4,71713F-HRTimeline
Fairhaven Wealth Management, LLC130,494$15M4.7%-52813F-HRTimeline
FSM Wealth Advisors, LLC127,923$15M3.68%+10,30813F-HRTimeline
Verum Partners LLC129,565$14.9M4.3%+7,99913F-HRTimeline
Venture Visionary Partners LLC128,298$14.8M0.63%-1,33513F-HR/ATimeline
GFS Advisors, LLC128,117$14.8M2.24%+3,20213F-HRTimeline
CoreCap Advisors, LLC127,536$14.7M0.67%+37,09213F-HRTimeline
Keener Financial Planning LLC126,728$14.6M8.62%+16,93313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …126,691$14.6M0.01%-9,35313F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC125,829$14.5M0.66%+2,90113F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC124,491$14.5M3.01%+18,12113F-HRTimeline
Francis Financial, Inc.125,493$14.5M3.67%+1,26013F-HRTimeline
Traynor Capital Management, Inc.125,350$14.4M1.12%+14,68513F-HRTimeline
Laurel Wealth Advisors LLC124,288$14.3M2.24%+93013F-HRTimeline
Atlas Legacy Advisors, LLC124,253$14.3M3.47%13F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…123,772$14.3M0.09%-2,48513F-HRTimeline
Arkos Global Advisors123,751$14.3M2.09%+2,24013F-HRTimeline
Iowa State Bank123,739$14.3M2.97%+1,65313F-HRTimeline
Embree Financial Group123,587$14.2M2.43%-2,09713F-HRTimeline
Dynamic Advisor Solutions LLC123,533$14.2M0.62%-59,02213F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC123,508$14.2M0.43%+39913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC122,745$14.1M0.32%+7,67913F-HRTimelineGroup
BAILARD, INC.122,711$14.1M0.36%-1,02913F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC122,445$14.1M1.76%+31,79313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding122,242$14.1M+12,472Timeline
CAPITAL ADVISORS INC/OK122,168$14.1M0.28%+4,51113F-HRTimeline
EQUITABLE TRUST CO122,116$14.1M0.79%new13F-HRTimeline
Regal Investment Advisors LLC121,813$14M1.05%+5,99913F-HRTimeline
Centerpoint Advisors, LLC120,976$13.9M4.88%+3,98913F-HRTimeline
Wealthspire Retirement, LLC120,727$13.9M1.1%+1,57213F-HRTimeline
Buck Wealth Strategies, LLC119,910$13.8M2.87%+51,46813F-HRTimeline
Teamwork Financial Advisors, LLC119,514$13.8M1.79%+14,46213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.119,227$13.7M5.89%+3,32613F-HRTimeline
Neumann Capital Management, LLC119,022$13.7M4.56%+1,88613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …118,783$13.7M2.07%-1,33113F-HRTimeline
Omega Financial Group, LLC118,110$13.6M5.15%+3,88013F-HRTimeline
Fiduciary Alliance LLC117,316$13.5M1.37%+6,17013F-HRTimeline
JNBA Financial Advisors116,647$13.4M1.37%+1,25513F-HRTimeline
Investment Advisory Group, LLC116,620$13.4M4.5%+1,19413F-HRTimeline
Community Bank, N.A.116,238$13.4M1.72%-30213F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC116,043$13.4M2.18%+5,35013F-HRTimeline
Vishria Bird Financial Group, LLC115,832$13.3M4.68%-51713F-HRTimeline
Houlihan Financial Resource Group, Ltd.115,731$13.3M5.68%-2,40513F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.115,003$13.3M0.16%new13F-HRTimelineGroup
Richard W. Paul & Associates, LLC114,799$13.2M4.82%-33913F-HRTimeline
FIRST CITIZENS BANK & TRUST CO114,796$13.2M0.24%-7,14313F-HRTimeline
First Bank & Trust114,731$13.2M2.54%+32613F-HRTimeline
Ironwood Wealth Management, LLC.114,527$13.2M4.09%+7,39513F-HRTimeline
John W. Brooker & Co., CPAs114,434$13.2M5.69%+15113F-HRTimeline
Corecam Pte. Ltd.114,370$13.2M7.14%+53,67013F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC114,221$13.2M7.28%+38,28213F-HRTimeline
McAdam, LLC114,175$13.2M0.72%+3,31913F-HRTimeline
Robertson Stephens Wealth Management, L…112,981$13M0.46%+80,31513F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC108,930$13M3.36%+31,94013F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP111,953$12.9M0.96%-3,57713F-HRTimeline
COURIER CAPITAL LLC111,703$12.9M0.89%+6,92413F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…110,161$12.7M1.43%+1,05013F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC110,037$12.7M0.26%+109,32913F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI109,471$12.6M0.91%-6,88113F-HRTimeline
CIM INVESTMENT MANAGEMENT INC109,319$12.6M3.69%-49413F-HRTimeline
Ironwood Financial, llc108,934$12.6M2.63%-42813F-HRTimeline
Crestwood Advisors Group, LLC108,850$12.5M0.24%+1,18813F-HRTimeline
NESTEGG ADVISORS, INC.105,257$12.5M12.65%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…105,010$12.5M0.71%-2,20613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…108,500$12.5M0.05%-8,00013F-HRTimelineGroup
Asset Allocation Strategies LLC107,133$12.4M2.98%+2,29513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC107,355$12.4M0.4%+98013F-HRTimeline
Ellenbecker Investment Group107,306$12.4M2.21%-21,38713F-HRTimeline
Salomon & Ludwin, LLC107,018$12.3M1.31%-3,25113F-HRTimeline
SEGALL BRYANT & HAMILL, LLC106,803$12.3M0.17%-5,25613F-HRTimeline
PENINSULA ASSET MANAGEMENT INC106,763$12.3M6.54%-1,94013F-HRTimeline
Insight Wealth Strategies, LLC106,397$12.3M1.64%+7213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC104,806$12.1M1.83%-87413F-HRTimeline
Ironsides Asset Advisors, LLC104,390$12M3.45%+50913F-HRTimeline
Palisades Hudson Asset Management, L.P.104,166$12M5.06%-1,02413F-HRTimeline
Crewe Advisors LLC103,190$11.9M1.64%+20,52613F-HRTimeline
McGuire Investment Group, LLC101,691$11.7M1.69%-57513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…101,597$11.7M0.26%+9,08013F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC101,205$11.7M0.91%-8,23013F-HRTimeline
First Horizon Advisors, Inc.100,676$11.6M0.32%-30413F-HRTimeline
Global Wealth Management, LLC100,634$11.6M7.4%-2,31913F-HRTimeline
Fiduciary Group, LLC100,549$11.6M1.16%-5,91213F-HRTimeline
Vantage Financial Partners, LLC100,537$11.6M2.9%-57,76913F-HRTimeline
Cranbrook Wealth Management, LLC100,523$11.6M2.68%+2313F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV100,379$11.6M0.85%-10,07813F-HRTimeline
Evernest Financial Advisors, LLC100,291$11.6M3%+3,80613F-HRTimeline
Fairway Wealth LLC99,955$11.5M5.19%+15,22913F-HRTimeline
Geller Advisors LLC99,570$11.5M0.75%+97,01513F-HRTimeline
Townsend & Associates, Inc95,628$11.5M1.17%-94013F-HRTimeline
Tarbox Family Office, Inc.99,452$11.5M1.89%+66813F-HRTimeline
Bryant Woods Investment Advisors, LLC99,349$11.4M5.55%-17513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC99,232$11.4M0.12%+19,82913F-HRTimelineGroup
Merit Financial Group, LLC99,143$11.4M0.21%-2,74313F-HRTimeline
Waterway Wealth Management, LLC98,123$11.3M4.97%-6113F-HRTimeline
Global Strategic Investment Solutions, …97,685$11.3M1.32%-4,25513F-HRTimeline
MGO ONE SEVEN LLC97,423$11.2M0.43%+6,46313F-HRTimeline
Liquid Strategies, LLC97,248$11.2M2.31%-7,19113F-HRTimeline
Quantitative Strategies, Inc.96,471$11.1M5.94%-1,05813F-HRTimeline
Sprinkle Financial Consultants LLC96,182$11.1M7.55%+3,56713F-HRTimeline
CHOREO, LLC95,865$11M0.16%-57,71613F-HRTimeline
Councilor Wealth, LLC95,814$11M5.25%+10113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC95,683$11M0.01%+67,70813F-HR/ATimelineGroup
PACK Private Wealth, LLC95,136$11M6.44%+40313F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…94,669$10.9M0.2%+63,18513F-HRTimelineGroup
Benchmark Financial Wealth Advisors, LLC94,609$10.9M3.49%-2,86013F-HRTimeline
Exchange Capital Management, Inc.94,387$10.9M1.73%-4,65813F-HRTimeline
Tortoise Investment Management, LLC94,334$10.9M1.15%-53413F-HR/ATimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC94,310$10.9M0.01%-177,00713F-HRTimelineGroup
Aft, Forsyth & Sober, LLC94,275$10.9M3.52%013F-HRTimeline
CFO4Life Group, LLC94,125$10.8M1.91%-1,41413F-HRTimeline
Cahill Wealth Management, LLC93,716$10.8M5.51%+1,87313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management93,576$10.8M0.16%+45,15013F-HRTimelineGroup
Pettinga Financial Advisors LLC93,501$10.8M2.44%-10513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC93,480$10.8M0.01%+11,45713F-HRTimelineGroup
Per Stirling Capital Management, LLC.93,023$10.7M1.52%-2,14413F-HRTimeline
Empirical Financial Services, LLC d.b.a…92,819$10.7M0.29%+5,24613F-HRTimeline
SAPIENT CAPITAL LLC92,452$10.7M0.2%+56,10013F-HRTimeline
HARBOUR INVESTMENTS, INC.92,324$10.6M0.31%-4,55213F-HRTimeline
One Capital Management, LLC92,138$10.6M0.35%-7,73513F-HRTimeline
IFG Advisory, LLC91,726$10.6M0.6%+7,63213F-HRTimeline
Inlight Wealth Management, LLC117,702$10.6M6.96%13F-HRTimeline
Heron Bay Capital Management91,467$10.5M2.2%+1,35813F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC91,244$10.5M0.01%+7,27713F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT90,878$10.5M0.92%+68213F-HRTimeline
TBH Global Asset Management, LLC90,556$10.5M2.48%-14,95713F-HRTimeline
Pachira Investments Inc.90,707$10.4M6.38%-10813F-HRTimeline
Shulman DeMeo Asset Management LLC90,431$10.4M2.81%-1,31213F-HRTimeline
Operose Advisors LLC90,231$10.4M3.56%-12,01313F-HRTimeline
Baltimore-Washington Financial Advisors…89,420$10.3M0.53%+37413F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC89,051$10.3M4.2%-64513F-HRTimeline
Canvas Wealth Advisors, LLC88,791$10.2M2.57%+7,49213F-HRTimeline
BANK OF HAWAII88,415$10.2M0.56%-10,37013F-HRTimeline
Long Run Wealth Advisors, LLC87,258$10.1M2.41%-2,72813F-HRTimeline
OKABENA INVESTMENT SERVICES INC86,990$10M2.79%-10,80613F-HRTimeline
SoundView Advisors Inc.86,783$10M4.12%13F-HRTimeline
Topel & Distasi Wealth Management, LLC86,218$9.93M4.25%-2,69313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC85,921$9.91M0.14%+3,90613F-HRTimelineGroup
Caldwell Trust Co85,810$9.89M1.03%+4,81113F-HRTimeline
Financial Advocates Investment Manageme…85,613$9.86M0.56%-14,15813F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.85,482$9.85M6.19%+2,09113F-HRTimeline
JT Stratford LLC85,220$9.82M1.61%+8,49713F-HRTimeline
HighMark Wealth Management LLC84,903$9.78M5.62%+713F-HRTimeline
Pathway Financial Advisors LLC84,688$9.76M2.24%+4,14413F-HRTimeline
BURKE & HERBERT BANK & TRUST CO84,230$9.7M2.3%+58713F-HRTimeline
Schneider Downs Wealth Management Advis…83,949$9.67M1.82%+14,07513F-HRTimeline
Kingsview Wealth Management, LLC83,906$9.67M0.19%+4,47413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management83,895$9.67M0.3%-21,42413F-HRTimelineGroup
Panoramic Capital Partners, LLC83,850$9.66M8.49%13F-HRTimeline
Retirement Systems of Alabama83,530$9.62M0.04%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC83,273$9.59M0.35%+2,29813F-HRTimeline
Texas Yale Capital Corp.83,067$9.57M0.38%+53113F-HRTimeline
KICKSTAND VENTURES, LLC.82,773$9.54M2.44%-1,70113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …82,747$9.53M0.55%-4,37813F-HRTimelineGroup
Frisch Financial Group, Inc.82,730$9.53M2.88%+21613F-HRTimeline
Canal Capital Management, LLC82,551$9.51M1.54%+12,73513F-HRTimeline
IFP Advisors, Inc82,238$9.47M0.31%+3,55613F-HRTimeline
Aptus Capital Advisors, LLC82,123$9.46M0.11%+52,37513F-HRTimeline
ETF Portfolio Partners, Inc.81,337$9.37M2.81%+32,96113F-HRTimeline
Enclave Advisors LLC80,810$9.31M1.53%+8,65813F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC80,388$9.26M5.28%+1,31613F-HRTimeline
Partnership Wealth Management, LLC80,338$9.26M7.7%+11,54313F-HRTimeline
Patriot Financial Group Insurance Agenc…80,295$9.25M1.24%+10,67413F-HRTimeline
Certified Advisory Corp80,163$9.24M1%+22313F-HRTimeline
CAMDEN NATIONAL BANK79,830$9.2M1.38%+2,88113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GHP Investment Advisors, Inc.79,508$9.16M0.43%-1,39913F-HRTimeline
4Thought Financial Group Inc.79,479$9.16M5.68%+1,27413F-HRTimeline
EQ LLC78,986$9.1M4.28%+56,02913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding78,906$9.09M+11,738Timeline
CENTRAL TRUST Co78,459$9.04M0.22%+3,96013F-HRTimeline
Prospera Financial Services Inc78,132$9.01M0.21%+12,93213F-HRTimeline
Nikulski Financial, Inc.78,098$9M2.65%-2,39713F-HRTimeline
Parallel Advisors, LLC78,094$9M0.2%+5,92913F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…77,932$8.98M1.79%-7,93313F-HRTimeline
Crestmont Private Wealth LLC77,883$8.97M4.04%+1,39013F-HRTimeline
Somnio Financial Group, LLC77,868$8.97M7.18%+2,71313F-HRTimeline
Legacy Private Trust Co.77,837$8.97M0.59%-1,63513F-HRTimeline
Gotham Asset Management, LLC77,825$8.97M0.09%+22,44313F-HRTimeline
Trilogy Capital Inc.77,745$8.96M0.46%-1,40813F-HRTimeline
Ellis Investment Partners, LLC77,575$8.94M1.76%+2,07013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC75,902$8.87M0.89%+20,39413F-HRTimeline
Select Asset Management & Trust76,856$8.86M3.43%-40,59413F-HRTimeline
Econ Financial Services Corp76,019$8.76M5.03%+40,07313F-HRTimeline
Rossmore Private Capital75,895$8.74M1.08%+2,93613F-HRTimeline
Sylvest Advisors, LLC75,753$8.73M5.37%13F-HRTimeline
SkyOak Wealth, LLC75,209$8.67M1.85%-6,74713F-HRTimeline
Next Level Wealth Planning, LLC75,103$8.65M6.81%13F-HRTimeline
Avior Wealth Management, LLC75,014$8.64M0.32%+2,68613F-HRTimeline
Magnolia Wealth Management, LLC74,063$8.53M5.93%+3,64413F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC73,873$8.51M2.06%-91213F-HR/ATimeline
Legacy Trust73,847$8.51M1.97%-14113F-HRTimeline
Sherman Asset Management, Inc.73,831$8.51M7.78%13F-HRTimeline
LVW Advisors, LLC73,771$8.5M1.04%+19,59213F-HRTimeline
Csenge Advisory Group73,497$8.47M0.46%+7,89713F-HRTimeline
F/m Investments LLC73,272$8.44M0.31%+3,23513F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.72,818$8.39M5.67%-63713F-HRTimeline