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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 Bank & Trust127,156$13.9M2.48%+3,06313F-HRTimeline
Northeast Financial Consultants Inc127,042$13.9M0.57%-69,93313F-HRTimeline
Venture Visionary Partners LLC126,761$13.9M0.52%-2513F-HRTimeline
Modern Wealth Management, LLC126,167$13.8M0.34%+91,36113F-HR/ATimeline
Orion Porfolio Solutions, LLC125,989$13.8M0.12%-9,28513F-HR/ATimeline
Centerpoint Advisors, LLC125,813$13.8M4.66%-3,16513F-HRTimeline
Laurel Wealth Advisors LLC125,617$13.7M2.05%+3,52813F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC125,468$13.7M0.29%+3,40613F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC124,419$13.6M1.35%+18,99913F-HRTimeline
BAILARD, INC.124,073$13.6M0.32%-1,15813F-HRTimeline
Wilmington Savings Fund Society, FSB124,056$13.6M0.24%-18,68413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC123,872$13.5M0.17%-12,52613F-HRTimeline
Panoramic Capital Partners, LLC118,303$13.4M9.28%+21,95113F-HRTimeline
Omega Financial Group, LLC122,085$13.3M4.81%+4,35313F-HRTimeline
Liquid Strategies, LLC122,066$13.3M2.92%+10,27013F-HRTimeline
Sageworth Trust Co121,030$13.2M0.73%-55,94213F-HRTimeline
Regal Investment Advisors LLC120,471$13.2M0.99%-2,52713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC120,170$13.1M3.64%-22,45713F-HRTimelineGroup
Nordwand Advisors, LLC119,590$13.1M2.07%new13F-HRTimeline
Neumann Capital Management, LLC118,642$13M4.08%+25813F-HRTimeline
Dynamic Advisor Solutions LLC118,315$12.9M0.4%-37213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC118,119$12.9M2.6%-10,56813F-HRTimeline
Argent Trust Co118,117$12.9M0.49%-40,24913F-HRTimeline
PROFFITT & GOODSON INC117,526$12.8M1.96%-10,60713F-HRTimeline
Investment Advisory Group, LLC117,525$12.8M3.89%-16813F-HRTimeline
NOTTINGHAM ADVISORS, INC.117,512$12.8M1.91%-6,72213F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.116,714$12.8M5.06%-4,22313F-HRTimeline
Community Bank, N.A.116,191$12.7M1.67%-1013F-HRTimeline
Heritage Investment Group, Inc.116,107$12.7M2.19%-24,29213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…116,000$12.7M0.04%-1,00013F-HRTimelineGroup
MERIDIAN MANAGEMENT CO112,098$12.4M3.38%-12,00413F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI112,922$12.3M0.86%+3,83013F-HRTimeline
Tarbox Family Office, Inc.112,440$12.3M1.85%+11,58013F-HRTimeline
Francis Financial, Inc.112,436$12.3M2.84%-18,77313F-HRTimeline
Vishria Bird Financial Group, LLC112,318$12.3M4.08%-1,09113F-HRTimeline
LVW Advisors, LLC111,682$12.2M1.37%+21,04313F-HRTimeline
Cranbrook Wealth Management, LLC111,580$12.2M2.6%+6,93113F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…110,890$12.1M1.25%+39513F-HRTimelineGroup
TCI Wealth Advisors, Inc.110,526$12.1M0.83%+106,85913F-HRTimeline
Towercrest Capital Management109,494$12M2.14%+10,69113F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC109,400$12M0.02%+6,49013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…109,378$12M1.37%+2,84413F-HRTimeline
Waverly Advisors, LLC108,839$11.9M0.13%-3,05113F-HRTimeline
Inlight Wealth Management, LLC134,894$11.9M6.16%+11,52413F-HRTimeline
Houlihan Financial Resource Group, Ltd.107,823$11.8M4.91%-4,33213F-HRTimeline
CIM INVESTMENT MANAGEMENT INC108,207$11.8M2.25%-112,13913F-HRTimeline
Econ Financial Services Corp108,200$11.8M6.09%+2,64513F-HRTimeline
Crestwood Advisors Group, LLC107,494$11.7M0.21%+7,95913F-HRTimeline
McGuire Investment Group, LLC107,425$11.7M1.5%+3,38113F-HRTimeline
Presper Financial Architects, LLC107,379$11.7M8.73%13F-HRTimeline
Richard W. Paul & Associates, LLC107,216$11.7M4.24%-8,60313F-HRTimeline
Salomon & Ludwin, LLC103,044$11.6M1.14%-2,65213F-HRTimeline
Financial Advocates Investment Manageme…105,945$11.6M0.95%new13F-HRTimeline
PACK Private Wealth, LLC105,771$11.6M6.13%+10,10813F-HRTimeline
JNBA Financial Advisors105,757$11.6M1.11%-9,10313F-HRTimeline
Belpointe Asset Management LLC105,727$11.6M0.48%+3,47613F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc105,458$11.5M<0.01%+5,56713F-HRTimelineGroup
PENINSULA ASSET MANAGEMENT INC105,327$11.5M6.08%+54513F-HRTimeline
IHT Wealth Management, LLC105,225$11.5M0.32%+35,74713F-HRTimeline
Ironwood Financial, llc109,294$11.4M2.45%013F-HRTimeline
NESTEGG ADVISORS, INC.104,430$11.4M10.99%+48213F-HRTimeline
4Thought Financial Group Inc.104,252$11.4M6.05%+23,92213F-HRTimeline
RIVERSEDGE ADVISORS, LLC104,113$11.4M2.23%+39,56613F-HRTimeline
First Horizon Advisors, Inc.103,999$11.4M0.3%+3,23413F-HRTimeline
SAPIENT CAPITAL LLC103,635$11.3M0.2%+1,33913F-HRTimeline
Empirical Financial Services, LLC d.b.a…101,760$11.1M0.25%+3,33413F-HRTimeline
Schneider Downs Wealth Management Advis…101,455$11.1M1.66%+2,04913F-HRTimeline
Aptus Capital Advisors, LLC100,925$11M0.11%-7,85013F-HRTimeline
Merit Financial Group, LLC100,713$11M0.12%+3,27413F-HRTimeline
Fortis Capital Advisors, LLC100,137$10.9M1.96%+5,11813F-HRTimeline
Tortoise Investment Management, LLC99,648$10.9M1.04%-2,36713F-HRTimeline
OLD NATIONAL BANCORP /IN/99,281$10.9M0.19%+49,44713F-HRTimeline
Waterway Wealth Management, LLC99,196$10.8M3.28%+4,53913F-HRTimeline
Long Run Wealth Advisors, LLC98,987$10.8M2.27%+1,61713F-HRTimeline
Palisades Hudson Asset Management, L.P.98,945$10.8M4.23%+2413F-HRTimeline
Marietta Wealth Management, LLC98,356$10.7M1.4%+74713F-HRTimeline
Gotham Asset Management, LLC97,503$10.7M0.06%+28713F-HRTimeline
Embree Financial Group97,487$10.7M1.61%-16,11713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC96,924$10.6M0.35%-102,32413F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC96,554$10.6M1.3%-4,67713F-HRTimeline
OKABENA INVESTMENT SERVICES INC96,542$10.6M2.34%+3,23013F-HRTimeline
Sprinkle Financial Consultants LLC96,283$10.5M6.43%-9,42613F-HRTimeline
Asio Capital, LLC95,402$10.4M1.74%-54,66113F-HRTimeline
CFO4Life Group, LLC94,523$10.3M1.62%-28113F-HRTimeline
CONDOR CAPITAL MANAGEMENT94,346$10.3M0.89%+1,69013F-HRTimeline
CHOREO, LLC94,245$10.3M0.14%-3,07513F-HRTimeline
Summit Trail Advisors, LLC94,225$10.3M0.18%new13F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…94,172$10.3M0.09%+5,45113F-HRTimelineGroup
Asset Allocation Strategies LLC93,907$10.3M2.27%-2,31913F-HRTimeline
IFG Advisory, LLC93,781$10.2M0.51%-37413F-HRTimeline
JT Stratford LLC93,427$10.2M1.55%+7,51713F-HRTimeline
Fiduciary Group, LLC93,231$10.2M0.96%-5,32013F-HRTimeline
Global Strategic Investment Solutions, …92,754$10.1M1.08%-4,65513F-HRTimeline
TFO Wealth Partners, LLC92,632$10.1M1.78%-2313F-HRTimeline
HARBOUR INVESTMENTS, INC.92,559$10.1M0.26%-2,80113F-HRTimeline
eCIO, Inc.92,270$10.1M4.25%+5,18313F-HRTimeline
Canvas Wealth Advisors, LLC89,177$10.1M1.98%+5,94713F-HRTimeline
Operose Advisors LLC91,896$10M2.83%-2,63013F-HRTimeline
KFA Private Wealth Group, LLC90,597$9.9M3.07%+54313F-HRTimeline
Global Wealth Management, LLC87,477$9.9M5.43%-9,63613F-HRTimeline
Councilor Wealth, LLC90,500$9.89M4.62%-30213F-HRTimeline
SAX WEALTH ADVISORS, LLC90,263$9.86M0.6%-5,86913F-HRTimeline
Pettinga Financial Advisors LLC90,242$9.86M2.16%-1,88613F-HRTimeline
RedJay Asset Management Inc.90,000$9.84M2.31%+47,60013F-HRTimeline
Caldwell Trust Co89,816$9.82M0.98%-90413F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.89,476$9.78M5.43%+36713F-HRTimeline
Kingsview Wealth Management, LLC89,156$9.74M0.16%+3,53313F-HRTimeline
IFP Advisors, Inc88,835$9.71M0.28%-1,46913F-HRTimeline
Next Level Wealth Planning, LLC88,662$9.69M6.21%+10,28713F-HRTimeline
Exchange Capital Management, Inc.88,647$9.69M1.45%-2,79513F-HRTimeline
Rochester Wealth Strategies, LLC88,491$9.67M6.94%+10,21613F-HRTimeline
Somnio Financial Group, LLC88,427$9.66M6.92%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV88,421$9.66M0.66%+3,41113F-HRTimeline
Shulman DeMeo Asset Management LLC88,420$9.66M2.39%-1,35713F-HRTimeline
Bryant Woods Investment Advisors, LLC87,826$9.6M4.14%-3,88913F-HRTimeline
Topel & Distasi Wealth Management, LLC87,353$9.55M5%+57013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC85,812$9.51M0.87%-4,55413F-HRTimeline
Summit Financial, LLC86,953$9.5M0.21%+27,68213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC86,715$9.48M0.01%+34,09213F-HRTimelineGroup
HighMark Wealth Management LLC86,738$9.48M4.63%+1,46913F-HRTimeline
HOWE & RUSLING INC86,666$9.47M0.7%+11,07313F-HRTimeline
Plan Group Financial, LLC86,318$9.43M3.1%-10,73813F-HRTimeline
EQUITABLE TRUST CO86,157$9.42M0.47%-42,29013F-HRTimeline
SoundView Advisors Inc.86,117$9.41M3.47%+2,57013F-HRTimeline
Pachira Investments Inc.85,939$9.39M7.1%-3,94713F-HRTimeline
MGO ONE SEVEN LLC85,918$9.39M0.3%-10,88513F-HRTimeline
Parallel Advisors, LLC84,874$9.28M0.19%-10,18313F-HRTimeline
IFS Advisors, LLC84,393$9.22M6.98%+27,55913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO84,314$9.21M2.06%-30713F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC84,243$9.21M0.3%+27,57913F-HRTimelineGroup
CLIFFORD SWAN INVESTMENT COUNSEL LLC84,140$9.2M0.32%-1,75313F-HRTimeline
Retirement Systems of Alabama83,530$9.13M0.03%013F-HRTimeline
CAMDEN NATIONAL BANK82,714$9.04M1.3%+4,40413F-HRTimeline
Arkadios Wealth Advisors82,047$8.97M0.27%-42,80913F-HRTimeline
Texas Yale Capital Corp.81,647$8.92M0.29%-1,11113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO81,268$8.88M0.16%-29,83413F-HRTimeline
Sylvest Advisors, LLC81,192$8.87M5.11%+1,59013F-HRTimeline
Magnolia Wealth Management, LLC80,896$8.84M5.76%+4,42213F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …80,706$8.82M0.5%+46113F-HRTimelineGroup
CCG WEALTH MANAGEMENT, LLC80,704$8.82M4.65%+5,46513F-HRTimeline
Ironwood Wealth Management, LLC.80,662$8.82M3.22%-37,54713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…80,584$8.81M0.2%-15,16413F-HRTimelineGroup
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.79,802$8.72M5.5%+6,43913F-HRTimeline
Ellis Investment Partners, LLC79,104$8.65M1.68%-25413F-HRTimeline
F/m Investments LLC79,080$8.64M0.31%+5,82013F-HRTimeline
Emergent Wealth Advisors, LLC77,694$8.62M5.5%+2,42513F-HRTimeline
Dakota Wealth Management78,641$8.59M0.18%-49,85013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC78,564$8.59M3.09%+8,89413F-HRTimeline
HARBOR ADVISORY CORP /MA/78,537$8.58M2.73%+2,85413F-HRTimeline
GHP Investment Advisors, Inc.78,469$8.58M0.38%-47513F-HRTimeline
SVB WEALTH LLC78,310$8.56M0.46%new13F-HRTimeline
Keel Point, LLC78,172$8.54M0.57%+2,63313F-HRTimeline
Watts Gwilliam & Co., LLC70,757$8.54M1.4%-79713F-HRTimeline
J.W. COLE ADVISORS, INC.77,601$8.48M0.18%+25,69713F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC77,321$8.45M0.49%+5,05413F-HRTimelineGroup
Robertson Stephens Wealth Management, L…77,295$8.45M0.29%+4,39013F-HRTimeline
Kure Advisory, LLC77,185$8.44M5.59%+8,62213F-HR/ATimeline
FLAGSHIP HARBOR ADVISORS, LLC76,322$8.34M0.4%+18,13013F-HRTimeline
Callan Family Office, LLC76,304$8.34M0.26%+9,39913F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC76,260$8.33M1.97%+2,30913F-HR/ATimeline
Legacy Trust76,196$8.33M2.04%+2,21813F-HRTimeline
Corecam Pte. Ltd.75,600$8.26M4.65%-40,20013F-HRTimeline
DAVENPORT & Co LLC75,410$8.24M0.05%+3,13713F-HRTimeline
BURNS J W & CO INC/NY75,345$8.23M1%+6,39313F-HRTimeline
CENTRAL TRUST Co75,058$8.2M0.19%-1,67213F-HRTimeline
Citizens National Bank Trust Department74,728$8.17M1.63%-1,14513F-HRTimeline
Ellenbecker Investment Group74,590$8.15M1.32%-3,56413F-HRTimeline
Benchmark Financial Wealth Advisors, LLC74,405$8.13M2.69%+1,33013F-HRTimeline
Holland Advisory Services, Inc.74,144$8.1M11.83%+11,68913F-HRTimeline
Rossmore Private Capital73,718$8.06M0.94%-1,86313F-HRTimeline
Strategic Blueprint, LLC73,336$8.01M0.39%-9,82113F-HRTimeline
Per Stirling Capital Management, LLC.73,235$8M1.04%-15,66713F-HRTimeline
Canal Capital Management, LLC73,186$8M1.26%+1,88613F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC73,037$7.98M4.14%+3,16213F-HRTimeline
CERTUITY, LLC72,718$7.95M0.75%+31213F-HRTimeline
Geneos Wealth Management Inc.72,684$7.94M0.19%-63,36013F-HRTimeline
Richwood Investment Advisors, LLC72,496$7.92M6.51%+68313F-HRTimeline
Partnership Wealth Management, LLC72,076$7.88M6.38%-8,83313F-HRTimeline
Alley Investment Management Company, LLC71,912$7.86M0.95%+9713F-HRTimeline
Composition Wealth, LLC71,000$7.76M0.13%+49,68513F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC70,935$7.75M4.56%-8,47613F-HRTimeline
Premier Path Wealth Partners, LLC70,931$7.75M1.08%+3,60213F-HRTimeline
Sherman Asset Management, Inc.72,877$7.72M6.85%-113F-HRTimeline
Nikulski Financial, Inc.70,589$7.71M2.11%-5,02813F-HRTimeline
BostonPremier Wealth LLC70,298$7.68M4.26%+81513F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC70,116$7.66M4.72%+2,15613F-HRTimeline
Uptown Financial Advisors LLC69,809$7.63M7.09%+3,47913F-HRTimeline
Mascoma Wealth Management LLC69,622$7.61M1.77%+27313F-HRTimeline
Vectors Research Management, LLC69,311$7.57M2.6%-64513F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding69,087$7.55M-8,550Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC68,984$7.54M0.1%-3,62913F-HRTimelineGroup
Apella Capital, LLC67,682$7.52M0.2%-4,75113F-HRTimeline
Peak Financial Management, Inc.68,803$7.52M2.14%+1,03613F-HRTimeline
Capital Investment Advisory Services, L…68,795$7.52M0.62%-2,37613F-HRTimeline
RFG Advisory, LLC68,083$7.44M0.17%-3,60113F-HRTimeline
SPC Financial, Inc.68,062$7.44M0.62%+6,97813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC67,967$7.43M0.55%+3,67313F-HRTimeline
Meridian Financial Advisors, LLC67,805$7.41M4.8%-22113F-HRTimeline
Hiley Hunt Wealth Management66,618$7.41M3.74%+2,30913F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…67,561$7.38M0.38%+22,30613F-HRTimelineGroup