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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
Hardy Reed LLC132,434$13.8M1.22%+11513F-HRTimeline
Francis Financial, Inc.131,209$13.7M3.34%+5,71613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …130,666$13.7M0.01%+3,97513F-HRTimelineGroup
FSM Wealth Advisors, LLC129,944$13.6M3.06%+2,02113F-HRTimeline
Obsidian Personal Planning Solutions LLC135,615$13.6M6.06%+4,33713F-HRTimeline
Buffington Mohr McNeal129,642$13.6M2.67%+126,71813F-HRTimeline
Centerpoint Advisors, LLC128,978$13.5M4.98%+8,00213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC128,687$13.5M2.99%-2,97813F-HRTimeline
BURLING WEALTH PARTNERS, LLC128,665$13.5M2.83%-3,08913F-HRTimeline
Dakota Wealth Management128,491$13.4M0.31%-7,34313F-HRTimeline
EQUITABLE TRUST CO128,447$13.4M0.74%+6,33113F-HRTimeline
PROFFITT & GOODSON INC128,133$13.4M2.21%-24,30013F-HRTimeline
Arkos Global Advisors127,048$13.3M1.95%+3,29713F-HRTimeline
Venture Visionary Partners LLC126,786$13.3M0.56%-1,51213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…126,092$13.2M0.32%-24,96213F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC126,538$13.1M2.52%+76,36913F-HRTimeline
BAILARD, INC.125,231$13.1M0.34%+2,52013F-HRTimeline
Arkadios Wealth Advisors124,856$13.1M0.49%+53,18513F-HRTimeline
Fiduciary Alliance LLC124,443$13M1.28%+7,12713F-HRTimeline
NOTTINGHAM ADVISORS, INC.124,234$13M1.99%-38,52313F-HRTimeline
MERIDIAN MANAGEMENT CO124,102$13M4.02%-16,28313F-HR/ATimeline
First Bank & Trust124,093$13M2.51%+9,36213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC123,811$12.9M0.61%-2,01813F-HRTimelineGroup
Regal Investment Advisors LLC122,998$12.9M1.04%+1,18513F-HRTimeline
Laurel Wealth Advisors LLC122,089$12.8M2%-2,19913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC122,062$12.8M0.28%-68313F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …121,475$12.7M1.94%+2,69213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.120,937$12.6M5.31%+1,71013F-HRTimeline
Keener Financial Planning LLC120,812$12.6M8.21%-5,91613F-HRTimeline
Fairway Wealth LLC119,741$12.5M4.63%+19,78613F-HRTimeline
Traynor Capital Management, Inc.119,041$12.4M1.05%-6,30913F-HRTimeline
Dynamic Advisor Solutions LLC118,687$12.4M0.41%-4,84613F-HRTimeline
Neumann Capital Management, LLC118,384$12.4M4.28%-63813F-HRTimeline
RWA WEALTH PARTNERS, LLC118,216$12.4M0.16%-61,42613F-HRTimeline
Ironwood Wealth Management, LLC.118,209$12.4M3.79%+3,68213F-HRTimeline
Omega Financial Group, LLC117,732$12.3M4.73%-37813F-HRTimeline
Investment Advisory Group, LLC117,693$12.3M4.12%+1,07313F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…117,000$12.2M0.05%+8,50013F-HRTimelineGroup
Community Bank, N.A.116,201$12.2M1.63%-3713F-HRTimeline
Richard W. Paul & Associates, LLC115,819$12.1M4.75%+1,02013F-HRTimeline
Corecam Pte. Ltd.115,800$12.1M6.65%+1,43013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP115,755$12.1M0.91%+3,80213F-HRTimeline
JNBA Financial Advisors114,860$12M1.25%-1,78713F-HRTimeline
Crewe Advisors LLC114,402$12M1.68%+11,21213F-HRTimeline
Embree Financial Group113,604$11.9M1.99%-9,98313F-HRTimeline
John W. Brooker & Co., CPAs113,553$11.9M4.91%-88113F-HRTimeline
Vishria Bird Financial Group, LLC113,409$11.9M4.03%-2,42313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC112,749$11.8M0.4%+5,39413F-HRTimeline
Houlihan Financial Resource Group, Ltd.112,155$11.7M5.27%-3,57613F-HRTimeline
Waverly Advisors, LLC111,890$11.7M0.14%+41,71813F-HRTimeline
Liquid Strategies, LLC111,796$11.7M2.2%+14,54813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO111,102$11.6M0.3%-3,69413F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…110,495$11.6M1.28%+33413F-HRTimelineGroup
Pathway Financial Advisors LLC109,794$11.5M2.07%+25,10613F-HRTimeline
Ironwood Financial, llc109,294$11.4M2.45%+36013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI109,092$11.4M0.86%-37913F-HRTimeline
Aptus Capital Advisors, LLC108,775$11.4M0.13%+26,65213F-HRTimeline
Public Sector Pension Investment Board107,841$11.3M0.05%-149,16713F-HRTimeline
Patriot Financial Group Insurance Agenc…106,534$11.1M1.49%+26,23913F-HRTimeline
Sprinkle Financial Consultants LLC105,709$11.1M7.01%+9,52713F-HRTimeline
Salomon & Ludwin, LLC105,696$11.1M1.18%-1,32213F-HRTimeline
Econ Financial Services Corp105,555$11M5.88%+29,53613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC105,420$11M1.28%+45,96913F-HRTimeline
PENINSULA ASSET MANAGEMENT INC104,782$11M6.08%-1,98113F-HRTimeline
Cranbrook Wealth Management, LLC104,649$10.9M2.54%+4,12613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.104,433$10.9M0.12%-10,57013F-HRTimelineGroup
McGuire Investment Group, LLC104,044$10.9M1.62%+2,35313F-HRTimeline
NESTEGG ADVISORS, INC.103,948$10.9M11.55%-1,30913F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC102,910$10.8M0.02%+8,60013F-HRTimelineGroup
SAPIENT CAPITAL LLC102,296$10.7M0.21%+9,84413F-HRTimeline
Belpointe Asset Management LLC102,251$10.7M0.56%+89,50413F-HRTimeline
Tortoise Investment Management, LLC102,015$10.7M1.11%+7,68113F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC101,231$10.6M1.39%-3,57513F-HRTimeline
Tarbox Family Office, Inc.100,860$10.5M1.75%+1,40813F-HRTimeline
First Horizon Advisors, Inc.100,765$10.5M0.3%+8913F-HRTimeline
Vantage Financial Partners, LLC100,552$10.5M2.61%+1513F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc99,891$10.4M<0.01%-259,33113F-HRTimelineGroup
Crestwood Advisors Group, LLC99,535$10.4M0.2%-9,31513F-HRTimeline
Schneider Downs Wealth Management Advis…99,406$10.4M1.88%+15,45713F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC99,011$10.4M5.57%-35,87213F-HRTimeline
Palisades Hudson Asset Management, L.P.98,921$10.3M4.7%-5,24513F-HRTimeline
Towercrest Capital Management98,803$10.3M1.96%-32,36413F-HRTimeline
Fiduciary Group, LLC98,551$10.3M1.03%-1,99813F-HRTimeline
Welch & Forbes LLC98,450$10.3M0.13%+44,94013F-HRTimeline
Empirical Financial Services, LLC d.b.a…98,426$10.3M0.27%+5,60713F-HRTimeline
Marietta Wealth Management, LLC97,609$10.2M1.5%-51,85513F-HRTimeline
Merit Financial Group, LLC97,439$10.2M0.15%-1,70413F-HRTimeline
Global Strategic Investment Solutions, …97,409$10.2M1.18%-27613F-HRTimeline
Long Run Wealth Advisors, LLC97,370$10.2M2.31%+10,11213F-HRTimeline
CHOREO, LLC97,320$10.2M0.16%+1,45513F-HRTimeline
Inlight Wealth Management, LLC123,370$10.2M6.31%+5,66813F-HRTimeline
Gotham Asset Management, LLC97,216$10.2M0.08%+19,39113F-HRTimeline
Global Wealth Management, LLC97,113$10.2M5.86%-3,52113F-HRTimeline
Plan Group Financial, LLC97,056$10.1M3.62%+27,79813F-HRTimeline
MGO ONE SEVEN LLC96,803$10.1M0.39%-62013F-HRTimeline
Evernest Financial Advisors, LLC96,527$10.1M3.62%-3,76413F-HRTimeline
Asset Allocation Strategies LLC96,226$10.1M2.5%-10,90713F-HRTimeline
SAX WEALTH ADVISORS, LLC96,132$10.1M0.72%-5,07313F-HRTimeline
Cahill Wealth Management, LLC95,897$10M5.1%+2,18113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…95,748$10M0.22%-5,84913F-HRTimelineGroup
PACK Private Wealth, LLC95,663$10M5.95%+52713F-HRTimeline
HARBOUR INVESTMENTS, INC.95,360$9.97M0.29%+3,03613F-HRTimeline
Parallel Advisors, LLC95,057$9.94M0.22%+16,96313F-HRTimeline
Fortis Capital Advisors, LLC95,019$9.94M2.02%+91,50813F-HRTimeline
CFO4Life Group, LLC94,804$9.91M1.67%+67913F-HRTimeline
Waterway Wealth Management, LLC94,657$9.9M4.12%-3,46613F-HRTimeline
Operose Advisors LLC94,526$9.88M3.27%+4,29513F-HRTimeline
IFG Advisory, LLC94,155$9.85M0.55%+2,42913F-HRTimeline
OKABENA INVESTMENT SERVICES INC93,312$9.76M2.46%+6,32213F-HRTimeline
CONDOR CAPITAL MANAGEMENT92,656$9.69M0.9%+1,77813F-HRTimeline
TFO Wealth Partners, LLC92,655$9.69M1.92%new13F-HRTimeline
Pettinga Financial Advisors LLC92,128$9.63M2.27%-1,37313F-HRTimeline
Bryant Woods Investment Advisors, LLC91,715$9.59M4.61%-7,63413F-HRTimeline
Exchange Capital Management, Inc.91,442$9.56M1.55%-2,94513F-HRTimeline
Heron Bay Capital Management91,440$9.56M2.01%-2713F-HRTimeline
Councilor Wealth, LLC90,802$9.5M4.74%-5,01213F-HRTimeline
Caldwell Trust Co90,720$9.49M1.02%+4,91013F-HRTimeline
LVW Advisors, LLC90,639$9.48M1.14%+16,86813F-HRTimeline
IFP Advisors, Inc90,304$9.44M0.29%+8,06613F-HRTimeline
Baltimore-Washington Financial Advisors…90,202$9.43M0.5%+78213F-HRTimeline
KFA Private Wealth Group, LLC90,054$9.42M3.3%+32,72813F-HRTimeline
Shulman DeMeo Asset Management LLC89,777$9.39M2.64%-65413F-HRTimeline
Pachira Investments Inc.89,886$9.35M6.57%-82113F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.89,109$9.32M5.72%+3,62713F-HRTimeline
Per Stirling Capital Management, LLC.88,902$9.3M1.34%-4,12113F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…88,721$9.28M0.09%+60,03913F-HRTimelineGroup
BANK OF HAWAII88,415$9.25M0.53%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management88,294$9.23M0.13%-5,28213F-HRTimelineGroup
eCIO, Inc.87,087$9.11M3.05%13F-HRTimeline
Topel & Distasi Wealth Management, LLC86,783$9.07M4.24%+56513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC90,366$9.02M0.96%+14,46413F-HRTimeline
JT Stratford LLC85,910$8.98M1.59%+69013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC85,893$8.98M0.33%+2,62013F-HRTimeline
Kingsview Wealth Management, LLC85,623$8.95M0.17%+1,71713F-HRTimeline
HighMark Wealth Management LLC85,269$8.92M5.27%+36613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV85,010$8.89M0.68%-15,36913F-HRTimeline
Hudson Capital Management LLC84,897$8.88M2.71%+23,49913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO84,621$8.85M2.13%+39113F-HRTimeline
SoundView Advisors Inc.83,547$8.74M3.6%-3,23613F-HRTimeline
Retirement Systems of Alabama83,530$8.73M0.03%013F-HRTimeline
Panoramic Capital Partners, LLC96,352$8.73M8.99%+12,50213F-HRTimeline
Serenus Wealth Advisors, LLC83,178$8.7M1.44%+15,19613F-HRTimeline
Strategic Blueprint, LLC83,157$8.7M0.47%+35,04013F-HRTimeline
Texas Yale Capital Corp.82,758$8.65M0.36%-30913F-HRTimeline
Frisch Financial Group, Inc.82,704$8.65M2.43%-2613F-HRTimeline
IMA Advisory Services, Inc.82,189$8.59M1.02%+13,70113F-HRTimeline
Partnership Wealth Management, LLC80,909$8.46M7.18%+57113F-HRTimeline
4Thought Financial Group Inc.80,330$8.4M5.19%+85113F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …80,245$8.39M0.49%-2,50213F-HRTimelineGroup
SYON CAPITAL LLC79,622$8.33M0.68%+15,72413F-HRTimeline
Sylvest Advisors, LLC79,602$8.32M5.2%+3,84913F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC79,411$8.3M4.97%-97713F-HRTimeline
Ellis Investment Partners, LLC79,358$8.3M1.72%+1,78313F-HRTimeline
GHP Investment Advisors, Inc.78,944$8.26M0.4%-56413F-HRTimeline
TOWNSQUARE CAPITAL LLC78,926$8.25M0.09%+7,64613F-HRTimeline
Prospera Financial Services Inc78,860$8.25M0.19%+72813F-HRTimeline
Next Level Wealth Planning, LLC78,375$8.2M6.21%+3,27213F-HRTimeline
CAMDEN NATIONAL BANK78,310$8.19M1.22%-1,52013F-HRTimeline
Rochester Wealth Strategies, LLC78,275$8.19M6.5%13F-HRTimeline
Ellenbecker Investment Group78,154$8.17M1.47%-29,15213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding77,637$8.12M-1,269Timeline
Canvas Wealth Advisors, LLC83,230$8.05M2.07%-5,56113F-HRTimeline
CENTRAL TRUST Co76,730$8.02M0.2%-1,72913F-HRTimeline
Magnolia Wealth Management, LLC76,474$8M5.74%+2,41113F-HRTimeline
Citizens National Bank Trust Department75,873$7.93M1.7%+3,58813F-HRTimeline
HARBOR ADVISORY CORP /MA/75,683$7.91M2.66%+4,57713F-HRTimeline
Nikulski Financial, Inc.75,617$7.91M2.39%-2,48113F-HRTimeline
HOWE & RUSLING INC75,593$7.9M0.66%+7,59513F-HRTimeline
Rossmore Private Capital75,581$7.9M0.97%-31413F-HRTimeline
Keel Point, LLC75,539$7.9M0.61%+4,93213F-HRTimeline
Emergent Wealth Advisors, LLC75,269$7.87M5.7%+6,35313F-HRTimeline
CCG WEALTH MANAGEMENT, LLC75,239$7.87M4.71%+9,03313F-HRTimeline
Legacy Trust73,978$7.74M1.86%+13113F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC73,951$7.73M1.89%+7813F-HR/ATimeline
BARCLAYS PLCin group BARCLAYS PLC73,907$7.73M<0.01%-21,77613F-HR/ATimelineGroup
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.73,363$7.67M5.57%+54513F-HRTimeline
F/m Investments LLC73,260$7.66M0.31%-1213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC73,075$7.64M2.89%-21,53413F-HRTimeline
Buck Wealth Strategies, LLC73,044$7.64M1.39%-46,86613F-HRTimeline
Robertson Stephens Wealth Management, L…72,905$7.62M0.29%-40,07613F-HRTimeline
Sherman Asset Management, Inc.72,878$7.62M7.28%-95313F-HRTimeline
Global Wealth Management Investment Adv…72,869$7.62M1.52%+3,93813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC72,613$7.59M0.11%-13,30813F-HRTimelineGroup
CERTUITY, LLC72,406$7.57M0.79%+8,79013F-HRTimeline
DAVENPORT & Co LLC72,273$7.56M0.04%+2,54713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC72,267$7.56M0.47%+2,72413F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC72,058$7.54M0.01%-19,18613F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC71,820$7.51M0.43%-413F-HRTimeline
Alley Investment Management Company, LLC71,815$7.51M0.94%+46813F-HRTimeline
Richwood Investment Advisors, LLC71,813$7.51M6.38%+2,16613F-HRTimeline
RFG Advisory, LLC71,684$7.5M0.2%+6,28113F-HRTimeline
Watts Gwilliam & Co., LLC71,554$7.48M1.62%+21313F-HRTimeline
Canal Capital Management, LLC71,300$7.46M1.25%-11,25113F-HRTimeline
Capital Investment Advisory Services, L…71,171$7.44M0.67%+3,80813F-HRTimeline
Tandem Wealth Advisors LLC71,219$7.44M3.89%+56513F-HRTimeline
Vectors Research Management, LLC69,956$7.32M2.56%+10,57013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC69,875$7.31M4.09%+1,42813F-HRTimeline
Polianta Ltd69,700$7.29M3.52%+8,60013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC69,670$7.29M2.97%+2,88913F-HRTimeline
BostonPremier Wealth LLC69,483$7.27M4.51%-11013F-HRTimeline