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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
IHT Wealth Management, LLC69,478$7.25M0.23%+4,59213F-HRTimeline
Mascoma Wealth Management LLC69,349$7.25M1.81%+8,94613F-HRTimeline
Etesian Wealth Advisors, Inc.68,973$7.21M3.11%+2,93313F-HRTimeline
Roble, Belko & Company, Inc68,972$7.21M1.15%-3,01913F-HRTimeline
BURNS J W & CO INC/NY68,952$7.21M0.93%+12,82913F-HRTimeline
MTC Wealth Management LLC68,751$7.19M3.53%+13,01813F-HRTimeline
Kure Advisory, LLC68,563$7.17M5.41%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management68,482$7.16M0.23%-15,41313F-HRTimelineGroup
Apella Capital, LLC72,433$7.14M0.25%+20,76713F-HRTimeline
Meridian Financial Advisors, LLC68,026$7.11M4.99%+42713F-HRTimeline
SARD WEALTH MANAGEMENT GROUP, LLC67,960$7.11M4.76%+2,19113F-HRTimeline
Peak Financial Management, Inc.67,767$7.09M2.12%-56613F-HRTimeline
PACIFIC FINANCIAL GROUP INC67,606$7.07M5.71%-1,01213F-HRTimeline
CUMBERLAND ADVISORS INC67,605$7.07M3.21%-69,43513F-HRTimeline
Bell Investment Advisors, Inc67,416$7.05M1.3%-33613F-HRTimeline
Premier Path Wealth Partners, LLC67,329$7.04M1.1%+4,27413F-HRTimeline
Callan Family Office, LLC66,905$7M0.52%+75813F-HRTimeline
SkyOak Wealth, LLC66,433$6.95M1.52%-8,77613F-HRTimeline
Uptown Financial Advisors LLC66,330$6.94M7.17%+4,50413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…66,725$6.93M0.21%+46,97913F-HRTimelineGroup
NOESIS CAPITAL MANGEMENT CORP65,375$6.84M1.36%+1,12013F-HR/ATimeline
HBK Sorce Advisory LLC65,041$6.8M0.2%+87713F-HRTimeline
Soltis Investment Advisors LLC64,816$6.78M0.61%-1,82913F-HRTimeline
Enclave Advisors LLC64,627$6.76M1.15%-16,18313F-HRTimeline
RIVERSEDGE ADVISORS, LLC64,547$6.75M1.51%new13F-HRTimeline
Hiley Hunt Wealth Management64,309$6.74M3.68%-23113F-HRTimeline
May Hill Capital, LLC64,364$6.73M2.54%+2,84713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC64,294$6.72M0.56%+1,48413F-HRTimeline
Strategic Financial Partners, Ltd.64,255$6.72M3.54%-84113F-HRTimeline
Atlas Legacy Advisors, LLC64,124$6.71M1.7%-60,12913F-HRTimeline
Capitol Family Office, Inc.64,013$6.69M9.47%new13F-HR/ATimeline
White Pine Investment CO63,782$6.67M1.8%-1,63113F-HRTimeline
American Money Management, LLC63,575$6.65M1.26%+2,02213F-HRTimeline
Triangle Securities Wealth Management63,541$6.64M1.71%+3,88313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Associated Banc-Corpin group Associated Banc-Corp63,363$6.63M0.2%-55313F-HRTimelineGroup
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…63,104$6.6M0.69%013F-HRTimelineGroup
Integrated Advisors Network LLC62,725$6.56M0.33%-5,55013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC62,583$6.54M0.08%013F-HRTimelineGroup
Holland Advisory Services, Inc.62,455$6.53M9.91%+59,75813F-HRTimeline
Landmark Wealth Management, LLC61,936$6.48M2.86%+20,76413F-HRTimeline
Citizens Business Bank61,872$6.47M1.4%+14,99713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC61,619$6.44M0.05%+6,57213F-HRTimeline
One Capital Management, LLC61,399$6.42M0.22%-30,73913F-HRTimeline
Private Advisory Group LLC61,279$6.41M0.73%+8,88513F-HRTimeline
SPC Financial, Inc.61,084$6.39M0.56%+4,48513F-HRTimeline
COZAD ASSET MANAGEMENT INC60,769$6.35M0.64%+24813F-HRTimeline
Atria Investments, Inc60,518$6.33M0.08%+6,34013F-HRTimeline
Cordgrass Capital Advisors, LLC60,438$6.32M1.81%+1,83113F-HRTimeline
New World Advisors LLC60,333$6.31M1.43%+58,01313F-HRTimeline
Cornerstone Wealth Group, LLC60,160$6.29M0.52%-75813F-HRTimeline
Sterling Investment Counsel, LLC60,041$6.28M2.15%+21,10113F-HRTimeline
Aristides Capital LLC60,000$6.27M2.33%013F-HRTimeline
Americana Partners, LLC59,952$6.27M0.24%+3,62013F-HRTimeline
BOSTON FAMILY OFFICE LLC59,411$6.21M0.44%-28313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co59,322$6.2M0.44%-83013F-HRTimelineGroup
TKG Advisors, LLC59,276$6.2M3.06%+2,97013F-HRTimeline
Summit Financial, LLC59,271$6.2M0.17%+9,09113F-HRTimeline
Provident Wealth Management, LLC58,985$6.17M2.13%+2,89313F-HRTimeline
Sowell Financial Services LLC58,796$6.15M0.28%+1,15513F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…58,513$6.12M1.49%+2,59813F-HRTimeline
Counterweight Ventures, LLC58,478$6.12M4.38%+91313F-HRTimeline
Meridian Wealth Management, LLC58,441$6.11M0.3%-4,51613F-HRTimeline
CFS Investment Advisory Services, LLC58,232$6.09M0.54%-39813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC58,192$6.09M0.32%+26113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC58,096$6.08M0.58%+5,05513F-HRTimeline
Legacy Private Trust Co.57,698$6.03M0.41%-20,13913F-HRTimeline
EPG Wealth Management LLC57,420$6M1.67%+2,01313F-HRTimeline
First National Bank of Hutchinson57,214$5.98M3.95%+85313F-HRTimeline
Park Capital Management, LLC / WI57,202$5.98M6.99%+48,62213F-HRTimeline
Montecito Bank & Trust56,946$5.95M1.05%-16513F-HRTimeline
Certified Advisory Corp56,936$5.95M0.67%-23,22713F-HRTimeline
NWAM LLC56,886$5.95M0.51%-9,24513F-HRTimeline
IFS Advisors, LLC56,834$5.94M4.83%+4013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC56,664$5.93M0.21%+2,86313F-HRTimelineGroup
Boltwood Capital Management56,626$5.92M1.8%+58013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC56,493$5.91M0.2%-1,07213F-HRTimeline
Stonehearth Capital Management, LLC56,465$5.9M2.44%+1,74813F-HRTimeline
Accretive Wealth Partners, LLC58,045$5.9M2.08%+8,62513F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC55,997$5.86M2.53%+1,60813F-HRTimeline
Good Life Advisors, LLC56,010$5.86M0.41%+3913F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV55,902$5.85M3.01%+9,02713F-HRTimeline
Resolute Advisors LLC55,872$5.84M1.69%-8,76613F-HRTimeline
Alexis Investment Partners, LLC56,102$5.84M2.79%+7,56813F-HRTimeline
ADG Wealth Management Group, LLC55,615$5.82M5.48%-2,09513F-HRTimeline
CX Institutional55,410$5.79M0.22%+4,00713F-HRTimeline
LYNCH & ASSOCIATES/IN55,147$5.77M1.25%+3,09813F-HRTimeline
TD Waterhouse Canada Inc.54,294$5.74M0.05%+6,76913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK54,723$5.72M0.04%+3,00413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…54,409$5.69M0.08%+3,53613F-HRTimelineGroup
Aft, Forsyth & Sober, LLC54,275$5.68M1.98%-40,00013F-HRTimeline
Ironsides Asset Advisors, LLC54,147$5.66M1.66%-50,24313F-HRTimeline
Bigelow Investment Advisors, LLC54,118$5.66M2.69%+2,35013F-HRTimeline
Hopwood Financial Services, Inc.53,935$5.64M4.36%+1,35713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC53,823$5.63M0.43%-3,00913F-HRTimeline
Mayflower Financial Advisors, LLC53,678$5.61M0.85%-48113F-HRTimeline
SG Americas Securities, LLC53,627$5.61M0.02%-87,96113F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…53,545$5.6M0.03%-70,22713F-HRTimeline
FDx Advisors, Inc.53,506$5.59M1.82%-4,05913F-HRTimeline
ROMANO BROTHERS AND COMPANY53,109$5.55M0.72%+3,98513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.58,829$5.54M0.96%-29113F-HR/ATimeline
Fortitude Family Office, LLC52,892$5.53M1.98%+8,94713F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…53,043$5.52M2.49%+4,08713F-HRTimeline
CPC Advisors, LLC52,707$5.51M0.76%-9,89113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC52,623$5.5M0.01%new13F-HRTimelineGroup
Stephenson & Company, Inc.52,616$5.5M3.58%+1,32813F-HRTimeline
AE Wealth Management LLC52,489$5.49M0.05%-7,76513F-HRTimeline
Performa Ltd (US), LLC52,317$5.47M1.82%+6,75213F-HRTimeline
Snowden Capital Advisors LLC52,094$5.45M0.17%-2,81313F-HRTimeline
Telos Capital Management, Inc.51,976$5.44M0.59%+1,17613F-HRTimeline
Sunbelt Securities, Inc.51,933$5.43M0.48%-1,27613F-HRTimeline
J.W. COLE ADVISORS, INC.51,904$5.43M0.17%-6,42113F-HRTimeline
MASON STREET ADVISORS, LLC51,600$5.4M0.69%013F-HRTimeline
1900 WEALTH MANAGEMENT LLC51,378$5.37M0.45%-41513F-HRTimeline
PARTHENON LLC51,317$5.37M0.66%-21013F-HRTimeline
Florida Trust Wealth Management Co51,243$5.36M0.17%+5,47413F-HRTimeline
NTV Asset Management LLC51,203$5.35M0.71%+38913F-HRTimeline
Bremer Bank National Association51,036$5.34M0.95%+3,32013F-HRTimeline
Garde Capital, Inc.50,932$5.33M0.3%+2,89813F-HRTimeline
Betterment LLC50,686$5.3M0.01%-9,06813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC50,461$5.28M0.5%-2,43613F-HRTimelineGroup
MUIRFIELD WEALTH ADVISORS LLC50,406$5.27M4.48%-39413F-HRTimeline
Simplicity Wealth,LLC50,369$5.27M0.41%+4,24313F-HRTimeline
Element Wealth, LLC50,325$5.26M2.82%-83613F-HRTimeline
Avior Wealth Management, LLC50,245$5.25M0.2%-24,76913F-HRTimeline
ERn Financial, LLC50,067$5.24M0.83%-4,72613F-HRTimeline
GC Wealth Management RIA, LLC49,858$5.21M0.96%-2313F-HRTimeline
OLD NATIONAL BANCORP /IN/49,834$5.21M0.14%-6313F-HRTimeline
PKO Investment Management Joint-Stock Co49,786$5.21M0.59%+10,00013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK49,534$5.18M0.76%-6,75113F-HR/ATimelineGroup
Bay Capital Advisors, LLC49,479$5.17M4.31%+2,00013F-HRTimeline
Latko Wealth Management, Ltd.49,445$5.17M3.35%-10013F-HRTimeline
Davidson Capital Management Inc.49,378$5.16M1.4%+1,95513F-HRTimeline
PLANNING DIRECTIONS INC49,214$5.15M2.2%+8,38413F-HRTimeline
Ballew Advisors, Inc53,565$5.11M3.43%+2,77313F-HRTimeline
MJT & Associates Financial Advisory Gro…48,824$5.11M4.9%13F-HRTimeline
Mandatum Life Insurance Co Ltd48,720$5.09M1.56%013F-HRTimeline
TD Asset Management Inc48,694$5.09M<0.01%-2,48713F-HRTimeline
MATRIX ASSET ADVISORS INC/NY48,668$5.09M0.56%+6,45713F-HRTimeline
Elyxium Wealth, LLC48,375$5.06M2.24%-1,38913F-HRTimeline
Western Wealth Management, LLC48,353$5.06M0.34%-2,17013F-HRTimeline
KPP Advisory Services LLC48,200$5.04M0.96%+17,68613F-HRTimeline
Lindbrook Capital, LLC48,100$5.03M0.46%-2,44013F-HRTimeline
CITY HOLDING CO48,079$5.03M0.71%-9113F-HRTimeline
COUNTRY CLUB BANK48,215$5.01M0.34%+1,64513F-HRTimeline
Caliber Wealth Management, LLC / KS47,518$4.97M0.68%13F-HRTimeline
Annex Advisory Services, LLC47,413$4.96M0.14%-174,51513F-HRTimeline
G&S Capital LLC47,400$4.96M2.1%+3,46213F-HRTimeline
ANB BANK47,303$4.95M2.21%+17213F-HRTimeline
MidAtlantic Capital Management, Inc.47,107$4.93M3.87%+3,57713F-HRTimeline
Independent Solutions Wealth Management…47,115$4.93M1.1%+1,74413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC47,060$4.92M0.94%+70213F-HRTimeline
Variant Private Wealth, LLC46,855$4.9M5.26%+6413F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.46,803$4.89M1.68%13F-HRTimeline
HM PAYSON & CO46,444$4.86M0.09%-2,14113F-HRTimeline
PRIVATE TRUST CO NA46,253$4.84M0.5%-1,62513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding46,142$4.83M-1,874Timeline
CBM Financial, LLC44,554$4.8M3.9%13F-HRTimeline
Aspect Partners, LLC45,845$4.79M2.74%+2,19413F-HRTimeline
Melone Private Wealth, LLC45,833$4.79M2.51%+4,27213F-HRTimeline
AtlasMark Financial, Inc45,614$4.77M4.42%+40913F-HRTimeline
Carnegie Investment Counsel51,041$4.76M0.11%-37013F-HRTimeline
SlateStone Wealth, LLC45,511$4.76M0.48%+89113F-HRTimeline
Bellwether Advisors, LLC45,472$4.75M0.99%+20013F-HRTimeline
AMARA FINANCIAL, LLC.45,417$4.75M4.39%+4,02713F-HRTimeline
MATHER GROUP, LLC.45,332$4.74M0.05%-12,16713F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…45,255$4.73M0.24%+9,38413F-HRTimelineGroup
Aspetuck Financial Management LLC45,242$4.73M4.07%-3,46913F-HRTimeline
MIDDLETON & CO INC/MA45,230$4.73M0.55%-65913F-HRTimeline
Csenge Advisory Group49,009$4.72M0.27%-24,48813F-HRTimeline
Lee Financial Co45,071$4.71M0.72%+2,39313F-HRTimeline
McNamara Financial Services, Inc.44,961$4.7M1.01%+14,81413F-HRTimeline
McAdam, LLC44,910$4.7M0.29%-69,26513F-HRTimeline
Sound Stewardship, LLC44,739$4.68M2.67%+28113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.44,633$4.67M2.35%+2,32713F-HRTimeline
Paragon Private Wealth Management, LLC44,575$4.66M2.16%+6,00013F-HRTimeline
Verde Capital Management44,429$4.65M1.32%-4,12013F-HRTimeline
B. Riley Wealth Advisors, Inc.44,362$4.64M0.14%-1,80313F-HRTimeline
Roehl & Yi Investment Advisors, LLC44,226$4.62M2.51%+51213F-HRTimeline
SageView Advisory Group, LLC44,036$4.6M0.2%+3,04713F-HRTimeline
Curat Global, LLC45,130$4.6M5.61%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC43,740$4.57M0.83%-2,94313F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.43,730$4.57M0.33%-4,00313F-HRTimelineGroup
VestGen Advisors, LLC43,673$4.57M0.21%13F-HRTimeline
Eldridge Investment Advisors, Inc.43,528$4.55M1.05%-1913F-HRTimeline
Columbus Macro, LLC43,447$4.54M0.6%+2,33413F-HRTimeline
MSH Capital Advisors LLC43,311$4.53M1.4%-1,31813F-HRTimeline
Trans-Canada Capital Inc.43,215$4.52M0.36%013F-HRTimeline
PEOPLES BANK /OH43,097$4.51M2.96%-1,49013F-HRTimeline
Crestmont Private Wealth LLC42,934$4.49M1.94%-34,94913F-HRTimeline
Alliance Wealth Management Group42,537$4.45M1.2%+2,16413F-HRTimeline
VISTA INVESTMENT MANAGEMENT42,531$4.45M1.74%+36513F-HRTimeline
Coign Capital Advisors LLC42,527$4.45M3.42%-1,56913F-HRTimeline
Sachetta, LLC42,418$4.44M1.82%+96713F-HRTimeline
RedJay Asset Management Inc.42,400$4.43M2.4%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.42,242$4.42M0.22%-28513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED42,430$4.41M0.41%+7,58213F-HR/ATimeline
KANAWHA CAPITAL MANAGEMENT LLC41,953$4.39M0.34%+21213F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC41,577$4.35M1.5%+56313F-HRTimeline
Orin Green Financial, LLC45,981$4.34M2.05%new13F-HRTimeline
Madison Park Capital Advisors, LLC41,495$4.34M3.81%+1,50413F-HRTimeline