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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
Citizens National Bank Trust Department72,285$8.33M1.76%+1,04813F-HRTimeline
CVA Family Office, LLC72,173$8.32M1.32%-36913F-HRTimeline
Roble, Belko & Company, Inc71,991$8.29M1.32%-34313F-HRTimeline
Dorsey & Whitney Trust CO LLC71,824$8.28M0.46%+8,32513F-HRTimeline
Arkadios Wealth Advisors71,671$8.26M0.45%+9,98313F-HRTimeline
Watts Gwilliam & Co., LLC71,341$8.23M1.74%+1,57513F-HRTimeline
Alley Investment Management Company, LLC71,347$8.22M1.04%+41813F-HRTimeline
TOWNSQUARE CAPITAL LLC71,280$8.21M0.09%+41,01513F-HRTimeline
HARBOR ADVISORY CORP /MA/71,106$8.19M2.69%+1,53313F-HRTimeline
Royal Fund Management, LLC70,839$8.16M0.89%-97,08013F-HRTimeline
Tandem Wealth Advisors LLC70,654$8.14M4.15%-3,13613F-HRTimeline
Keel Point, LLC70,607$8.14M0.65%-3,79113F-HRTimeline
Waverly Advisors, LLC70,172$8.09M0.13%+32,27313F-HRTimeline
DAVENPORT & Co LLC69,726$8.03M0.05%+4,28813F-HRTimeline
Richwood Investment Advisors, LLC69,647$8.02M6.69%+1,21213F-HRTimeline
BostonPremier Wealth LLC69,593$8.02M4.86%13F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC69,543$8.01M0.52%+1,62313F-HRTimelineGroup
Plan Group Financial, LLC69,258$7.98M4.21%+59013F-HRTimeline
Global Wealth Management Investment Adv…68,931$7.94M1.64%+2,94113F-HRTimeline
Emergent Wealth Advisors, LLC68,916$7.94M5.75%+2,22513F-HRTimeline
PACIFIC FINANCIAL GROUP INC68,618$7.91M5.87%-2,66213F-HRTimeline
IMA Advisory Services, Inc.68,488$7.89M0.95%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC68,447$7.89M4.3%-1,86913F-HRTimeline
Peak Financial Management, Inc.68,333$7.87M2.36%+1,99813F-HRTimeline
Integrated Advisors Network LLC68,275$7.87M0.38%+2,57713F-HRTimeline
HOWE & RUSLING INC67,998$7.83M0.68%+47113F-HRTimeline
Serenus Wealth Advisors, LLC67,982$7.83M1.36%13F-HRTimeline
Bell Investment Advisors, Inc67,752$7.81M1.46%-5613F-HRTimeline
Meridian Financial Advisors, LLC67,599$7.79M5.38%-41613F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…67,578$7.79M7.66%13F-HRTimeline
Capital Investment Advisory Services, L…67,363$7.76M0.75%-3,33013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC66,781$7.69M3.15%+13913F-HRTimeline
Soltis Investment Advisors LLC66,645$7.68M0.71%-1,10113F-HRTimeline
KOM Wealth Management Group, LLC66,332$7.64M5.64%+2,01013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC66,206$7.63M4.25%-74413F-HRTimeline
Callan Family Office, LLC66,147$7.62M0.48%+6,84913F-HRTimeline
NWAM LLC66,131$7.62M0.47%-19,37813F-HRTimeline
Etesian Wealth Advisors, Inc.66,040$7.61M3.37%+97313F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC65,769$7.58M5.09%+1,46413F-HRTimeline
White Pine Investment CO65,413$7.54M2.04%-3,62213F-HRTimeline
RFG Advisory, LLC65,403$7.54M0.21%+2,23813F-HRTimeline
Strategic Financial Partners, Ltd.65,096$7.5M3.83%-3,55613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp64,895$7.48M0.49%+16,69413F-HRTimelineGroup
IHT Wealth Management, LLC64,886$7.48M0.24%-11,78613F-HRTimeline
Resolute Advisors LLC64,638$7.45M1.5%+3,19713F-HRTimeline
Hiley Hunt Wealth Management64,540$7.44M4.13%+2,14713F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP64,255$7.4M1.41%+2,39713F-HRTimeline
HBK Sorce Advisory LLC64,164$7.39M0.22%-47213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp63,916$7.36M0.22%-1,60613F-HRTimelineGroup
SYON CAPITAL LLC63,898$7.36M0.66%+32,14113F-HRTimeline
CERTUITY, LLC63,616$7.33M0.8%+11,71413F-HRTimeline
Arete Wealth Advisors, LLC63,126$7.28M0.53%+10,43213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…63,104$7.27M0.76%-3,75113F-HRTimelineGroup
Premier Path Wealth Partners, LLC63,055$7.27M1.11%+1,16613F-HRTimeline
Meridian Wealth Management, LLC62,957$7.25M0.34%+1,36413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC62,810$7.24M0.6%-54013F-HRTimeline
CPC Advisors, LLC62,598$7.21M0.98%-1,30713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC62,583$7.21M0.08%013F-HRTimelineGroup
GTS SECURITIES LLC62,478$7.2M0.35%new13F-HRTimeline
Uptown Financial Advisors LLC61,826$7.12M7.68%13F-HRTimeline
Landing Point Financial Group, LLC61,578$7.12M5.43%13F-HRTimeline
American Money Management, LLC61,553$7.09M1.38%+1,64313F-HRTimeline
May Hill Capital, LLC61,517$7.09M2.74%13F-HRTimeline
Hudson Capital Management LLC61,398$7.07M2.2%-2,61413F-HRTimeline
Polianta Ltd61,100$7.04M3.36%new13F-HRTimeline
Cornerstone Wealth Group, LLC60,918$7.02M0.57%+22213F-HRTimeline
COZAD ASSET MANAGEMENT INC60,521$6.97M0.65%+5,95013F-HRTimeline
Mascoma Wealth Management LLC60,403$6.96M1.75%+1,49413F-HRTimeline
AE Wealth Management LLC60,254$6.94M0.06%-37,53013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co60,152$6.93M0.52%-3,99413F-HRTimelineGroup
Aristides Capital LLC60,000$6.91M2.16%new13F-HRTimeline
PFG Private Wealth Management, LLC59,895$6.9M3.93%+1,47013F-HRTimeline
Betterment LLC59,754$6.88M0.02%-17,36813F-HRTimeline
BOSTON FAMILY OFFICE LLC59,694$6.88M0.47%-1,78513F-HRTimeline
Geneos Wealth Management Inc.59,672$6.88M0.24%-3,41313F-HRTimeline
Triangle Securities Wealth Management59,658$6.87M1.76%+48013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TITLEIST ASSET MANAGEMENT, LLC59,451$6.85M0.79%+13,59213F-HRTimeline
Vectors Research Management, LLC59,386$6.84M2.33%+4,18113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.59,120$6.81M1.1%-87913F-HRTimeline
CFS Investment Advisory Services, LLC58,630$6.75M0.61%-50,76413F-HRTimeline
Cordgrass Capital Advisors, LLC58,607$6.75M1.96%+81213F-HRTimeline
J.W. COLE ADVISORS, INC.58,325$6.72M0.27%+59613F-HRTimeline
TKG Advisors, LLC56,306$6.7M3.09%+19,30713F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …57,962$6.68M0.19%+16,49413F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC57,931$6.67M0.35%+1,03213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.57,720$6.65M0.42%+24,69313F-HRTimelineGroup
ADG Wealth Management Group, LLC57,710$6.65M5.9%13F-HRTimeline
Sowell Financial Services LLC57,641$6.64M0.35%-19,59813F-HRTimeline
FDx Advisors, Inc.57,565$6.63M1.94%+12,52113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC57,565$6.63M0.22%+12,04413F-HRTimeline
Counterweight Ventures, LLC57,565$6.63M4.69%+81713F-HRTimeline
MATHER GROUP, LLC.57,499$6.63M0.09%-3,38513F-HRTimeline
KFA Private Wealth Group, LLC57,326$6.61M2.77%+10,11813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC57,220$6.59M3.33%+44,33113F-HRTimeline
Montecito Bank & Trust57,111$6.58M1.14%+11813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56,832$6.55M0.51%-13,24313F-HRTimeline
IFS Advisors, LLC56,794$6.54M5.14%-67513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,726$6.54M0.01%+47,96913F-HRTimelineGroup
SPC Financial, Inc.56,599$6.52M0.57%+4,73413F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC56,525$6.51M1.75%-10,77613F-HRTimeline
First National Bank of Hutchinson56,361$6.49M3.93%-1,45313F-HRTimeline
Americana Partners, LLC56,332$6.49M0.27%+1,45313F-HRTimeline
Goldstone Financial Group, LLC56,329$6.49M1.02%+11,72213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK56,285$6.49M0.21%-9,31613F-HRTimelineGroup
BURNS J W & CO INC/NY56,123$6.47M0.83%+9,19313F-HRTimeline
Provident Wealth Management, LLC56,092$6.46M2.16%+3,86313F-HRTimeline
Boltwood Capital Management56,046$6.46M1.97%-39513F-HRTimeline
Good Life Advisors, LLC55,971$6.45M0.47%-41,64313F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…55,915$6.44M1.57%-44313F-HRTimeline
MTC Wealth Management LLC55,733$6.42M3.09%-1,59213F-HRTimeline
EPG Wealth Management LLC55,407$6.38M1.68%+9,16013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC55,047$6.34M0.05%+15,48113F-HRTimeline
Snowden Capital Advisors LLC54,907$6.33M0.2%+90113F-HRTimeline
ERn Financial, LLC54,793$6.31M0.95%+63613F-HRTimeline
Stonehearth Capital Management, LLC54,717$6.3M2.53%+28413F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC54,389$6.27M2.65%+2,54213F-HRTimeline
Atria Investments, Inc54,178$6.24M0.08%-7,01613F-HRTimeline
Mayflower Financial Advisors, LLC54,159$6.24M0.93%-98613F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC53,801$6.2M0.22%+92913F-HRTimelineGroup
Welch & Forbes LLC53,510$6.17M0.08%+19,55413F-HRTimeline
Creekmur Asset Management LLC53,208$6.13M1.4%+15,25813F-HRTimeline
Summit Global Investmentsin group Summit Global Investments53,110$6.12M0.38%-43613F-HRTimelineGroup
Sunbelt Securities, Inc.53,209$6.12M0.54%+1,48313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC53,041$6.11M0.57%+3,38213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC52,897$6.09M0.55%+2,42113F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.52,614$6.06M0.07%-14,73513F-HR/ATimelineGroup
Hopwood Financial Services, Inc.52,578$6.06M4.59%13F-HRTimeline
Private Advisory Group LLC52,394$6.04M0.68%+2,38813F-HR/ATimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC52,067$6M3.17%+11,69513F-HRTimeline
Madison Wealth Partners, Inc52,051$6M1.68%-17213F-HRTimeline
LYNCH & ASSOCIATES/IN52,049$6M1.3%+1,59713F-HRTimeline
1900 WEALTH MANAGEMENT LLC51,793$5.97M0.5%+1,03113F-HRTimeline
Bigelow Investment Advisors, LLC51,768$5.96M2.8%+78513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK51,719$5.96M0.04%+2,51313F-HRTimelineGroup
Apella Capital, LLC51,666$5.95M0.23%-10113F-HRTimeline
MASON STREET ADVISORS, LLC51,600$5.95M0.77%-82,10013F-HRTimeline
PARTHENON LLC51,527$5.94M0.72%+43013F-HRTimeline
Carnegie Investment Counsel51,411$5.92M0.17%+4,96113F-HRTimeline
CX Institutional51,403$5.92M0.24%+6,92213F-HRTimeline
Stephenson & Company, Inc.51,288$5.91M3.98%+2,47313F-HRTimeline
Black Swift Group, LLC51,276$5.91M1.25%+3,24513F-HRTimeline
TD Asset Management Inc51,181$5.9M0.01%-209,27513F-HRTimeline
Element Wealth, LLC51,161$5.89M3.08%+1,97913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…50,873$5.86M0.08%+5,02513F-HRTimelineGroup
Empower Advisory Group, LLC50,817$5.86M0.02%-2,08013F-HRTimeline
NTV Asset Management LLC50,814$5.85M0.77%-2,77013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC50,800$5.85M4.83%+62613F-HRTimeline
Telos Capital Management, Inc.50,800$5.85M0.62%+1,79613F-HRTimeline
Lindbrook Capital, LLC50,540$5.82M0.53%-7,36413F-HRTimeline
Western Wealth Management, LLC50,523$5.82M0.38%+4,53013F-HR/ATimeline
Summit Financial, LLC50,180$5.78M0.2%-3,96713F-HRTimeline
VICTORY FINANCIAL GROUP, LLC50,169$5.78M1.52%13F-HRTimeline
Ballew Advisors, Inc50,792$5.77M3.68%+2,38513F-HRTimeline
Causey Wealth LLC49,901$5.75M3.35%13F-HRTimeline
OLD NATIONAL BANCORP /IN/49,897$5.75M0.14%+3,85013F-HRTimeline
GC Wealth Management RIA, LLC49,881$5.75M1.01%-78113F-HRTimeline
Leo Wealth, LLC49,838$5.74M0.51%+7,20713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/49,787$5.74M0.01%+8,70313F-HRTimelineGroup
Elyxium Wealth, LLC49,764$5.73M3.49%+2,15513F-HRTimeline
Latko Wealth Management, Ltd.49,545$5.71M3.38%+58313F-HRTimeline
Accretive Wealth Partners, LLC49,420$5.69M2.42%-70813F-HRTimeline
JSF Financial, LLC49,270$5.68M1.52%+32,45213F-HRTimeline
ROMANO BROTHERS AND COMPANY49,124$5.66M0.71%+3,98813F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…48,956$5.64M2.64%+4,16013F-HRTimeline
Wick Capital Partners, LLC48,755$5.62M1.66%+63713F-HR/ATimeline
Mandatum Life Insurance Co Ltd48,720$5.61M1.66%013F-HRTimeline
Aspetuck Financial Management LLC48,711$5.61M4.37%13F-HRTimeline
HM PAYSON & CO48,585$5.6M0.09%+1,97213F-HRTimeline
Verde Capital Management48,549$5.59M1.58%-6,12813F-HRTimeline
Alexis Investment Partners, LLC48,534$5.58M2.73%13F-HRTimeline
CITY HOLDING CO48,170$5.55M0.79%+5,10213F-HRTimeline
Strategic Blueprint, LLC48,117$5.54M0.33%-2,63913F-HRTimeline
Garde Capital, Inc.48,034$5.53M0.36%-23213F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding48,016$5.53M+1,085Timeline
PRIVATE TRUST CO NA47,878$5.52M0.57%-49013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC47,852$5.51M0.45%+1,75213F-HR/ATimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.47,733$5.5M0.38%-49113F-HRTimelineGroup
Bremer Bank National Association47,716$5.5M1.09%+5113F-HRTimeline
Mutual Advisors, LLC46,784$5.49M0.16%-18,46713F-HRTimeline
TD Waterhouse Canada Inc.47,525$5.47M0.04%+17,29813F-HRTimeline
Bay Capital Advisors, LLC47,479$5.47M4.4%13F-HRTimeline
Davidson Capital Management Inc.47,423$5.46M1.44%+1,13213F-HRTimeline
ANB BANK47,131$5.43M2.38%13F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV46,875$5.4M3.11%+4,50913F-HRTimeline
Citizens Business Bank46,875$5.4M1.01%-18,11013F-HRTimeline
Variant Private Wealth, LLC46,791$5.39M5.14%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC46,683$5.38M0.97%+1,19313F-HRTimeline
COUNTRY CLUB BANK46,570$5.35M0.36%+28913F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC46,358$5.34M0.98%-2613F-HRTimeline
B. Riley Wealth Advisors, Inc.46,165$5.32M0.17%-13,23813F-HRTimeline
Simplicity Wealth,LLC46,126$5.31M1.11%-3,41913F-HRTimeline
MIDDLETON & CO INC/MA45,889$5.29M0.58%-4,62413F-HRTimeline
Florida Trust Wealth Management Co45,769$5.27M0.17%+7,99013F-HRTimeline
Performa Ltd (US), LLC45,565$5.25M1.85%+11,15613F-HRTimeline
Independent Solutions Wealth Management…45,371$5.23M1.14%-7,44913F-HRTimeline
Bellwether Advisors, LLC45,272$5.22M0.93%-32213F-HRTimeline
AtlasMark Financial, Inc45,205$5.21M4.79%+2,10013F-HRTimeline
MSH Capital Advisors LLC44,629$5.14M1.62%+2,69813F-HRTimeline
SlateStone Wealth, LLC44,620$5.14M0.5%+5,79113F-HRTimeline
PEOPLES BANK /OH44,587$5.14M3.02%-3,22113F-HRTimeline