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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
MTC Wealth Management LLC67,278$7.35M3.53%-1,47313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…66,704$7.29M0.01%+44,73313F-HRTimelineGroup
Evernest Financial Advisors, LLC66,308$7.25M2.34%-30,21913F-HRTimeline
SkyOak Wealth, LLC66,027$7.22M1.45%-40613F-HRTimeline
Dorsey & Whitney Trust CO LLC65,532$7.16M0.38%-6,28813F-HRTimeline
Prospera Financial Services Inc65,443$7.16M0.13%-13,41713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC65,120$7.12M0.61%+7,02413F-HRTimeline
American Money Management, LLC64,923$7.1M1.25%+1,34813F-HRTimeline
Soltis Investment Advisors LLC64,901$7.09M0.56%+8513F-HRTimeline
CX Institutional64,525$7.05M0.25%+9,11513F-HR/ATimeline
Buck Wealth Strategies, LLC64,448$7.04M1.07%-8,59613F-HRTimeline
Triangle Securities Wealth Management64,436$7.04M1.73%+89513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Capitol Family Office, Inc.64,085$7M9.13%+7213F-HRTimeline
Landmark Wealth Management, LLC63,878$6.98M2.97%+1,94213F-HRTimeline
Serenus Wealth Advisors, LLC63,857$6.98M1.19%-19,32113F-HRTimeline
Bell Investment Advisors, Inc63,829$6.98M1.2%-3,58713F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …63,646$6.96M1.2%-57,82913F-HRTimeline
May Hill Capital, LLC63,598$6.95M2.29%-76613F-HRTimeline
TKG Advisors, LLC63,570$6.95M3.11%+4,29413F-HRTimeline
HBK Sorce Advisory LLC63,547$6.95M0.19%-1,49413F-HRTimeline
PACIFIC FINANCIAL GROUP INC63,128$6.9M5.39%-4,47813F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…63,104$6.9M0.63%013F-HRTimelineGroup
White Pine Investment CO62,714$6.85M1.71%-1,06813F-HRTimeline
One Capital Management, LLC62,685$6.85M0.24%+1,28613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC62,583$6.84M0.07%013F-HRTimelineGroup
Integrated Advisors Network LLC61,989$6.77M0.31%-73613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp61,772$6.75M0.19%-1,59113F-HRTimelineGroup
Choate Investment Advisors61,644$6.74M0.15%-392,73713F-HRTimeline
Americana Partners, LLC61,512$6.72M0.23%+1,56013F-HRTimeline
SummitTX Capital, L.P.61,446$6.72M0.3%new13F-HRTimeline
CUMBERLAND ADVISORS INC61,370$6.71M2.82%-6,23513F-HRTimeline
BANK OF HAWAII61,075$6.67M0.35%-27,34013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…60,965$6.66M1.44%+2,45213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC60,835$6.65M0.05%-78413F-HRTimeline
TD Waterhouse Canada Inc.59,839$6.64M0.05%+5,54513F-HRTimeline
New World Advisors LLC60,560$6.62M1.41%+22713F-HRTimeline
Cordgrass Capital Advisors, LLC60,074$6.57M1.77%-36413F-HRTimeline
Aristides Capital LLC60,000$6.56M2.09%013F-HRTimeline
Counterweight Ventures, LLC59,818$6.54M4.27%+1,34013F-HRTimeline
Provident Wealth Management, LLC59,434$6.5M2.12%+44913F-HRTimeline
Performa Ltd (US), LLC59,150$6.46M1.95%+6,83313F-HRTimeline
BOSTON FAMILY OFFICE LLC59,023$6.45M0.43%-38813F-HRTimeline
Accretive Wealth Partners, LLC58,867$6.43M2.11%+82213F-HRTimeline
Park Capital Management, LLC / WI58,620$6.41M5.93%+1,41813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.58,508$6.39M0.29%+17,46213F-HRTimelineGroup
Empower Advisory Group, LLC58,422$6.38M0.02%-139,44613F-HRTimeline
Sunbelt Securities, Inc.55,208$6.36M0.56%+3,27513F-HRTimeline
CFS Investment Advisory Services, LLC58,189$6.36M0.52%-4313F-HRTimeline
COZAD ASSET MANAGEMENT INC58,056$6.34M0.55%-2,71313F-HR/ATimeline
Atria Investments, Inc57,647$6.3M0.07%-2,87113F-HRTimeline
Bigelow Investment Advisors, LLC57,291$6.26M2.76%+3,17313F-HRTimeline
Ballew Advisors, Inc55,210$6.24M3.71%+1,64513F-HRTimeline
Meridian Wealth Management, LLC57,040$6.23M0.27%-1,40113F-HRTimeline
Etesian Wealth Advisors, Inc.56,986$6.23M2.32%-11,98713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.56,971$6.23M0.97%-1,85813F-HR/ATimeline
Citizens Business Bank56,805$6.21M1.21%-5,06713F-HRTimeline
Boltwood Capital Management56,411$6.17M1.75%-21513F-HRTimeline
First National Bank of Hutchinson56,386$6.16M3.83%-82813F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.55,970$6.12M0.46%new13F-HRTimeline
Global Wealth Management Investment Adv…55,786$6.1M1.14%-17,08313F-HRTimeline
Stephenson & Company, Inc.55,725$6.09M3.7%+3,10913F-HRTimeline
Csenge Advisory Group57,703$6.08M0.32%+8,69413F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co55,612$6.08M0.38%-3,71013F-HRTimelineGroup
Hopwood Financial Services, Inc.55,540$6.07M4.75%+1,60513F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV55,481$6.06M2.93%-42113F-HRTimeline
LYNCH & ASSOCIATES/IN55,404$6.06M1.22%+25713F-HRTimeline
FDx Advisors, Inc.55,382$6.05M1.85%+1,87613F-HRTimeline
Florida Trust Wealth Management Co55,334$6.05M0.19%+4,09113F-HRTimeline
Paragon Private Wealth Management, LLC55,253$6.04M2.41%+10,67813F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE55,167$6.03M1.05%+26,41213F-HRTimeline
Atlas Legacy Advisors, LLC55,165$6.03M1.33%-8,95913F-HRTimeline
Cornerstone Wealth Group, LLC55,072$6.02M0.45%-5,08813F-HRTimeline
MATRIX ASSET ADVISORS INC/NY54,818$5.99M0.61%+6,15013F-HR/ATimeline
Certified Advisory Corp54,753$5.98M0.62%-2,18313F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC54,589$5.97M4.75%+4,18313F-HRTimeline
Enclave Advisors LLC54,488$5.95M0.96%-10,13913F-HRTimeline
KEELER & NADLER FINANCIAL PLANNING & WE…54,392$5.94M2.38%+1,34913F-HRTimeline
Aft, Forsyth & Sober, LLC54,275$5.93M2%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…54,183$5.92M0.08%-22613F-HRTimelineGroup
Mayflower Financial Advisors, LLC54,164$5.92M0.82%+48613F-HRTimeline
Latko Wealth Management, Ltd.54,125$5.92M3.32%+4,68013F-HRTimeline
Ironsides Asset Advisors, LLC54,065$5.91M1.71%-8213F-HRTimeline
Telos Capital Management, Inc.53,835$5.88M0.6%+1,85913F-HRTimeline
MONTAG A & ASSOCIATES INC52,877$5.78M0.28%-104,04013F-HRTimeline
Legacy Private Trust Co.52,828$5.77M0.37%-4,87013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC52,749$5.76M0.42%-1,07413F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP52,473$5.73M1%-12,90213F-HRTimeline
NTV Asset Management LLC52,403$5.73M0.68%+1,20013F-HRTimeline
PLANNING DIRECTIONS INC52,289$5.71M3.22%+3,07513F-HRTimeline
Beirne Wealth Consulting Services, LLC52,216$5.71M1.85%+22,53213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC52,108$5.69M0.16%-4,38513F-HRTimeline
PARTHENON LLC52,007$5.68M0.65%+69013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC51,997$5.68M2.24%-4,00013F-HRTimeline
Garde Capital, Inc.51,872$5.67M0.3%+94013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK51,743$5.65M0.03%-2,98013F-HRTimelineGroup
NWAM LLC51,439$5.65M0.33%-5,44713F-HR/ATimeline
Sound Stewardship, LLC51,572$5.64M2.91%+6,83313F-HRTimeline
1900 WEALTH MANAGEMENT LLC51,474$5.63M0.43%+9613F-HRTimeline
Sowell Financial Services LLC51,054$5.58M0.23%-7,74213F-HRTimeline
ROMANO BROTHERS AND COMPANY50,740$5.55M0.69%-2,36913F-HRTimeline
McAdam, LLC50,689$5.54M0.3%+5,77913F-HRTimeline
McNamara Financial Services, Inc.50,456$5.51M1.09%+5,49513F-HRTimeline
MJT & Associates Financial Advisory Gro…50,435$5.51M6.84%+1,61113F-HR/ATimeline
TD Asset Management Inc50,208$5.49M<0.01%+1,51413F-HRTimeline
Factor Wealth Management LTD50,112$5.48M1.5%+8,84913F-HRTimeline
CITY HOLDING CO49,403$5.4M0.71%+1,32413F-HRTimeline
COUNTRY CLUB BANK49,169$5.38M0.34%+95413F-HRTimeline
Aspect Partners, LLC49,150$5.37M2.65%+3,30513F-HRTimeline
Simplicity Wealth,LLC48,987$5.35M0.22%-1,38213F-HRTimeline
G&S Capital LLC48,932$5.35M2.12%+1,53213F-HRTimeline
Element Wealth, LLC48,843$5.34M2.46%-1,48213F-HRTimeline
Carnegie Investment Counsel48,805$5.33M0.11%-2,23613F-HRTimeline
ASPIRIANT, LLC48,781$5.33M0.17%+14,96313F-HRTimeline
ERn Financial, LLC48,769$5.33M1.12%-1,29813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management49,402$5.33M0.19%-19,08013F-HRTimelineGroup
Mandatum Life Insurance Co Ltd48,720$5.32M1.4%013F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…47,613$5.28M3.4%+3,82213F-HRTimeline
KPP Advisory Services LLC48,088$5.26M0.87%-11213F-HR/ATimeline
Melone Private Wealth, LLC47,809$5.23M2.68%+1,97613F-HRTimeline
Independent Solutions Wealth Management…47,785$5.22M1.02%+67013F-HRTimeline
Coign Capital Advisors LLC47,738$5.22M3.53%+5,21113F-HRTimeline
Western Wealth Management, LLC47,281$5.17M0.31%-1,07213F-HRTimeline
Vantage Financial Partners, LLC47,117$5.15M1.19%-53,43513F-HRTimeline
Elyxium Wealth, LLC47,075$5.14M1.93%-1,30013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.47,074$5.14M1.68%+27113F-HRTimeline
PRIVATE TRUST CO NA46,722$5.11M0.49%+46913F-HRTimeline
Lee Financial Co46,494$5.08M0.73%+1,42313F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK46,413$5.07M0.69%-3,12113F-HRTimelineGroup
CPC Advisors, LLC46,345$5.07M0.64%-6,36213F-HRTimeline
Alliance Wealth Management Group46,078$5.04M1.28%+3,54113F-HRTimeline
AtlasMark Financial, Inc46,037$5.03M3.83%+42313F-HRTimeline
Orin Green Financial, LLC45,920$5.02M2.12%-6113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC45,882$5.01M0.46%-4,57913F-HRTimelineGroup
SlateStone Wealth, LLC45,845$5.01M0.47%+33413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC45,433$4.97M0.89%-1,62713F-HRTimeline
ANB BANK45,281$4.95M2.22%-2,02213F-HRTimeline
Bellwether Advisors, LLC45,238$4.94M0.84%-23413F-HRTimeline
Strategic Financial Partners, Ltd.45,048$4.92M2.29%-19,20713F-HRTimeline
Columbus Macro, LLC44,971$4.91M0.6%+1,52413F-HRTimeline
Aspetuck Financial Management LLC44,919$4.91M3.7%-32313F-HRTimeline
Snowden Capital Advisors LLC44,444$4.86M0.14%-7,65013F-HRTimeline
Resolute Advisors LLC44,415$4.85M1.21%-11,45713F-HRTimeline
SG Americas Securities, LLC44,366$4.85M0.02%-9,26113F-HRTimeline
Capital Advantage, Inc.44,352$4.85M0.77%-86,98713F-HRTimeline
MidAtlantic Capital Management, Inc.44,065$4.82M3.42%-3,04213F-HRTimeline
Foundations Investment Advisors, LLC43,880$4.8M0.08%+19,53613F-HRTimeline
MIDDLETON & CO INC/MA43,730$4.78M0.54%-1,50013F-HRTimeline
Wedmont Private Capital42,130$4.76M0.2%-1,28413F-HRTimeline
Curat Global, LLC43,540$4.76M4.54%-1,59013F-HR/ATimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.43,313$4.73M0.33%-41713F-HRTimelineGroup
Eldridge Investment Advisors, Inc.43,243$4.73M0.99%-28513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management43,135$4.71M0.06%-45,15913F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC43,063$4.71M2.41%-1,16313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC42,810$4.68M1.03%+2,84613F-HRTimeline
Verde Capital Management42,765$4.67M1.15%-1,66413F-HRTimeline
VISTA INVESTMENT MANAGEMENT42,735$4.67M1.73%+20413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC42,670$4.66M0.12%+17,20913F-HRTimelineGroup
MASON STREET ADVISORS, LLC42,600$4.66M0.54%-9,00013F-HRTimeline
MATHER GROUP, LLC.42,356$4.63M0.05%-2,97613F-HRTimeline
Roble, Belko & Company, Inc42,331$4.63M0.67%-26,64113F-HRTimeline
Leo Wealth, LLC42,288$4.62M0.36%+4,66813F-HRTimeline
Sterling Investment Counsel, LLC42,129$4.6M2.7%-17,91213F-HRTimeline
Hi-Line Capital Management, LLC42,097$4.6M1.63%+5,24813F-HRTimeline
MRP Capital Investments, LLC42,093$4.6M3.16%+62913F-HRTimeline
Causey Wealth LLC42,092$4.6M2.36%+1,76413F-HRTimeline
SageView Advisory Group, LLC40,734$4.59M0.17%-3,30213F-HRTimeline
MSH Capital Advisors LLC42,032$4.59M1.32%-1,27913F-HRTimeline
Crestmont Private Wealth LLC42,015$4.59M1.66%-91913F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…41,937$4.58M0.02%-11,60813F-HRTimeline
Sachetta, LLC41,867$4.58M1.81%-55113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/41,701$4.56M1.91%+84513F-HR/ATimelineGroup
Solidarity Wealth, LLC41,657$4.55M1.07%+2,42613F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO41,349$4.52M0.01%+5,77813F-HRTimelineGroup
Annex Advisory Services, LLC41,051$4.49M0.11%-6,36213F-HRTimeline
Private Advisory Group LLC41,038$4.49M0.42%-20,24113F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…41,000$4.48M2.33%013F-HRTimelineGroup
Avior Wealth Management, LLC40,972$4.48M0.15%-9,27313F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC40,893$4.47M0.33%-1,06013F-HRTimeline
EWA, LLC40,868$4.47M1.41%+3,90513F-HRTimeline
Betterment LLC40,584$4.43M0.01%-10,10213F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co40,000$4.37M0.93%013F-HRTimeline
Mechanics Financial Corp39,991$4.37M1.86%-1,35313F-HRTimeline
VestGen Advisors, LLC39,835$4.35M0.17%-3,83813F-HRTimeline
PKO Investment Management Joint-Stock Co39,786$4.35M0.47%-10,00013F-HRTimeline
Greenfield Savings Bank39,773$4.35M1.97%+1,42513F-HRTimeline
Quantinno Capital Management LP39,492$4.32M0.02%+1,32013F-HRTimeline
PEOPLES BANK /OH39,174$4.28M2.65%-3,92313F-HRTimeline
Sandbox Financial Partners, LLC39,171$4.28M1.35%+37,23613F-HRTimeline
Consolidated Portfolio Review Corp39,141$4.28M0.59%-1,77113F-HRTimeline
RFP Financial Group LLC39,121$4.28M1.77%+3,63013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding39,100$4.27M-7,042Timeline
Campion Asset Management39,006$4.26M3.2%+1,74013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED38,998$4.26M0.35%-3,43213F-HRTimeline
Wescott Financial Advisory Group, LLC38,853$4.25M0.41%+71213F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP38,837$4.24M0.13%+91513F-HRTimeline
Boyd Wealth Management, LLC38,819$4.24M1.84%-84613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/38,291$4.18M<0.01%-2,72613F-HR/ATimelineGroup
Savvy Advisors, Inc.38,276$4.18M0.28%+4,19713F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT38,156$4.17M0.49%+50513F-HRTimeline
Compound Planning, Inc.38,121$4.17M0.16%+10,43213F-HRTimeline