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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
Sound Stewardship, LLC44,458$5.12M3.04%-22613F-HRTimeline
Park Place Capital Corp44,105$5.08M1.42%-14,05813F-HRTimeline
Coign Capital Advisors LLC44,096$5.08M4.68%13F-HRTimeline
Midwest Professional Planners, LTD.43,956$5.06M1.51%+20,29813F-HRTimeline
Fortitude Family Office, LLC43,945$5.06M1.81%+7,32513F-HRTimeline
G&S Capital LLC43,938$5.06M2.09%+14,12013F-HRTimeline
Coastline Trust Co43,770$5.04M0.59%-2,16113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Roehl & Yi Investment Advisors, LLC43,714$5.04M2.77%13F-HRTimeline
Aspect Partners, LLC43,651$5.03M2.9%-35613F-HRTimeline
Eldridge Investment Advisors, Inc.43,547$5.02M1.17%-5613F-HRTimeline
MidAtlantic Capital Management, Inc.43,530$5.02M3.67%+2,15413F-HRTimeline
Global Trust Asset Management, LLC43,238$4.98M1.89%-1,53313F-HRTimeline
Trans-Canada Capital Inc.43,215$4.98M0.5%13F-HRTimeline
Lee Financial Co42,678$4.92M0.69%+91313F-HRTimeline
MRP Capital Investments, LLC42,563$4.9M4.47%+2,96013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.42,527$4.9M0.24%-77013F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…42,327$4.88M0.05%+16,14413F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.42,306$4.87M2.42%+1,91513F-HRTimeline
MATRIX ASSET ADVISORS INC/NY42,211$4.86M0.53%+6,19513F-HRTimeline
VISTA INVESTMENT MANAGEMENT42,166$4.86M1.84%-76513F-HRTimeline
MEANS INVESTMENT CO., INC.42,067$4.85M0.5%-55613F-HRTimeline
CAPE ANN SAVINGS BANK41,970$4.84M2.85%-1,52813F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC41,741$4.81M0.38%+5,45813F-HRTimeline
Estate Counselors, LLC41,693$4.8M0.51%+21,17213F-HRTimeline
Melone Private Wealth, LLC41,561$4.79M2.48%+11,00313F-HRTimeline
Gallagher Capital Advisors, LLC41,515$4.78M3.49%13F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD41,476$4.78M3.8%+23013F-HRTimeline
Sachetta, LLC41,451$4.78M1.88%-9413F-HRTimeline
AMARA FINANCIAL, LLC.41,390$4.77M4.4%+2,13313F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/41,339$4.76M2.24%-43513F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.40,133$4.75M0.22%-62,32013F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT41,199$4.75M0.04%+5,44913F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI41,187$4.75M0.26%-1,07313F-HRTimeline
Landmark Wealth Management, LLC41,172$4.74M2.1%-39713F-HRTimeline
Mechanics Financial Corp41,121$4.74M2.13%-62713F-HRTimeline
Columbus Macro, LLC41,113$4.74M0.66%+34,27213F-HRTimeline
Greenfield Savings Bank41,027$4.73M2.27%+79413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC41,014$4.73M1.68%new13F-HRTimeline
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…41,000$4.72M2.09%+4,50013F-HRTimelineGroup
SageView Advisory Group, LLC40,989$4.72M0.2%+27,24613F-HRTimeline
PLANNING DIRECTIONS INC40,830$4.7M2.73%+5,97013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT40,827$4.7M0.57%-49213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC40,549$4.67M0.44%+20,76913F-HRTimeline
Consolidated Portfolio Review Corp40,406$4.66M0.74%+24,99013F-HRTimeline
Alliance Wealth Management Group40,373$4.65M1.24%+5713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC40,300$4.64M0.01%new13F-HRTimeline
SCOTIA CAPITAL INC.40,239$4.64M0.02%new13F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…39,408$4.61M3.28%+8813F-HRTimeline
Sage Mountain Advisors LLC40,009$4.61M0.34%+10,30513F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co40,000$4.61M1.04%013F-HRTimeline
Madison Park Capital Advisors, LLC39,991$4.61M3.68%-12,23913F-HRTimeline
Stone Summit Wealth LLC39,974$4.61M1.55%+38313F-HRTimeline
PKO Investment Management Joint-Stock Co39,786$4.58M0.57%-149,30013F-HRTimeline
UNIONVIEW, LLC39,562$4.57M3.35%-22113F-HRTimeline
Baker Avenue Asset Management, LP39,648$4.57M0.14%+5,00313F-HRTimeline
Convergence Financial, LLC39,639$4.57M0.91%+9,00513F-HRTimeline
Lakeshore Financial Planning, Inc.39,243$4.52M1.93%+98513F-HRTimeline
Antonelli Financial Advisors, LLC39,221$4.52M3.82%13F-HRTimeline
Abundance Wealth Counselors39,053$4.5M0.98%-1,08913F-HRTimeline
Sterling Investment Counsel, LLC38,940$4.49M2.97%-513F-HRTimeline
Wescott Financial Advisory Group, LLC38,898$4.48M0.46%+82213F-HRTimeline
Paragon Private Wealth Management, LLC38,575$4.44M2.05%+3,30413F-HRTimeline
Astoria Strategic Wealth, Inc.38,435$4.43M1.32%+37313F-HRTimeline
Boyd Wealth Management, LLC38,269$4.41M2.17%-2,32713F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC38,236$4.41M0.82%-40713F-HRTimeline
WORLD EQUITY GROUP, INC.38,192$4.4M0.94%+19,58213F-HRTimeline
Souders Financial Advisors37,999$4.38M0.61%-2,16513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC37,867$4.36M1.07%+4,24713F-HRTimeline
Evercore Wealth Management, LLC37,846$4.36M0.07%+4413F-HRTimeline
Freedom Investment Management, Inc.37,775$4.35M0.36%-57813F-HRTimeline
Gateway Wealth Partners, LLC37,657$4.34M1.12%+36013F-HRTimeline
Sabal Trust CO37,289$4.3M0.25%-1,09713F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP37,214$4.29M0.14%+95913F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich33,686$4.28M0.01%new13F-HRTimeline
WBH ADVISORY INC37,110$4.28M0.4%+64813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.37,106$4.28M0.1%+9,86613F-HRTimelineGroup
SPINNAKER TRUST37,102$4.27M0.27%+213F-HRTimeline
Buckingham Capital Management, Inc.36,985$4.26M0.49%-1,54913F-HRTimeline
Old Mission Investment Co LLC36,883$4.25M1.27%-39813F-HRTimeline
Campion Asset Management36,790$4.24M3.2%+1,55513F-HRTimeline
Windsor Capital Management, LLC36,706$4.23M1.25%-1,02013F-HRTimeline
Retirement Planning Group, LLC36,619$4.22M0.21%-12,48313F-HRTimeline
LEE DANNER & BASS INC36,280$4.18M0.33%+2,38813F-HRTimeline
U.S. Capital Wealth Advisors, LLC36,176$4.17M0.13%+2,15213F-HRTimeline
Focus Financial Network, Inc.36,078$4.16M0.17%+3,36813F-HRTimeline
Carl P. Sherr & Co., LLC36,067$4.16M2.18%+57613F-HRTimeline
Urban Financial Advisory Corp36,049$4.15M2.28%+73013F-HRTimeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…35,871$4.13M0.15%-18,76513F-HRTimelineGroup
ADIRONDACK TRUST CO35,823$4.13M1.58%-24313F-HRTimeline
Compound Planning, Inc.35,593$4.1M0.21%-1,04513F-HRTimeline
PCA Investment Advisory Services Inc.35,525$4.09M1.9%-44813F-HRTimeline
EWA, LLC35,498$4.09M1.54%+1,16113F-HRTimeline
Canopy Partners, LLC35,410$4.08M1.56%013F-HRTimeline
Baron Financial Group, LLC35,244$4.06M2.52%-1,18213F-HRTimeline
CONQUIS FINANCIAL LLC35,196$4.06M4.15%13F-HRTimeline
Solidarity Wealth, LLC35,160$4.05M1.06%new13F-HRTimeline
RFP Financial Group LLC34,999$4.03M1.57%-32,66113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED34,848$4.01M0.37%-1,01013F-HRTimeline
Southern Style Financial, Inc.34,735$4M3.24%13F-HRTimeline
Perennial Investment Advisors, LLC34,740$4M0.47%+2,39313F-HRTimeline
Hi-Line Capital Management, LLC34,652$3.99M1.75%new13F-HRTimeline
Journey Beyond Wealth, LLC34,626$3.99M3.75%13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.34,568$3.98M0.25%+2,47013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.34,510$3.98M2.21%13F-HRTimeline
OPTIMA CAPITAL LLC34,506$3.98M2.74%13F-HRTimeline
Beaumont Financial Advisors, LLC34,458$3.97M0.3%+11,39613F-HRTimeline
Alpha Financial Partners LLC34,432$3.97M3.14%+32,04613F-HRTimeline
Newton One Investments LLC34,305$3.95M1.52%+89413F-HRTimeline
Quantinno Capital Management LP34,094$3.93M0.04%+27,23713F-HRTimeline
Factor Wealth Management LTD34,087$3.93M1.3%13F-HRTimeline
WOLFF WIESE MAGANA LLC34,071$3.93M2.6%+41313F-HRTimeline
FARMERS TRUST CO33,860$3.9M0.73%+1613F-HRTimeline
Waldron Private Wealth LLC33,817$3.9M0.16%+41513F-HRTimeline
National Philanthropic Trust33,798$3.89M0.06%013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT33,739$3.89M0.29%-21213F-HRTimeline
BIRCHBROOK, INC.33,734$3.89M2.21%-79513F-HRTimeline
Olde Wealth Management, LLC33,721$3.88M1.39%-1,18113F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV33,685$3.88M2.27%-1,09513F-HRTimeline
Bryn Mawr Trust Advisors, LLC33,640$3.88M0.21%+1,96513F-HR/ATimeline
WEDBUSH SECURITIES INC33,631$3.88M0.14%+1,77913F-HRTimeline
SevenBridge Financial Group, LLC33,029$3.87M0.73%-1,43313F-HRTimeline
Noble Wealth Management PBC33,539$3.86M2.68%13F-HRTimeline
NEPC LLC33,476$3.86M0.1%+44713F-HRTimeline
Keebeck Wealth Management33,440$3.85M0.56%-38,48013F-HRTimeline
Fairvoy Private Wealth, LLC33,407$3.85M1.02%13F-HRTimeline
Lee, Kelleher & Klein Wealth Management33,278$3.83M2.73%13F-HRTimeline
Next Capital Management LLC33,232$3.83M1.57%+2,75213F-HRTimeline
Palisade Asset Management, LLC33,063$3.81M0.39%+61213F-HRTimeline
Mill Creek Capital Advisors, LLC32,947$3.8M0.09%+11,73913F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…31,727$3.78M1.4%+16713F-HRTimeline
Quad-Cities Investment Group, LLC32,728$3.77M1.85%+25913F-HRTimeline
Hubbell Strickland Wealth Management, L…32,711$3.77M1.79%+3,04913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC32,661$3.76M0.75%new13F-HRTimeline
Provenance Wealth Advisors, LLC32,587$3.75M0.49%+32,00013F-HRTimeline
GARRISON POINT ADVISORS, LLC32,453$3.74M1.77%+3,43513F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC32,330$3.73M4.18%13F-HR/ATimeline
Transcendent Capital Group LLC32,316$3.72M1.93%+1,47213F-HRTimeline
White Knight Strategic Wealth Advisors,…32,237$3.71M1.55%+15,65213F-HRTimeline
First Western Trust Bank32,198$3.71M0.17%+513F-HRTimeline
Summit Place Financial Advisors, LLC32,086$3.7M2.1%-73913F-HRTimeline
AAF Wealth Management, LLC32,063$3.69M1.86%-2,60913F-HR/ATimeline
Affiance Financial, LLC32,020$3.69M0.88%-2413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC32,012$3.69M0.23%+15313F-HRTimeline
Biltmore Family Office, LLC32,008$3.69M0.62%-8,55313F-HRTimeline
Physician Wealth Advisors, Inc.31,984$3.69M0.62%-3,24913F-HRTimeline
Family Firm, Inc.31,834$3.67M0.82%+76413F-HRTimeline
Midwest Financial Group LLC31,810$3.67M2.1%+62513F-HRTimeline
AMG National Trust Bank31,829$3.66M0.1%+39613F-HRTimeline
Summit Wealth Partners, LLC31,785$3.66M0.75%-80713F-HRTimeline
WESBANCO BANK INC31,783$3.66M0.13%-13,23113F-HRTimeline
Well Done, LLC31,151$3.64M0.67%013F-HRTimeline
Corundum Trust Company, INC31,490$3.63M10.89%-1,80013F-HRTimeline
Heritage Wealth Management, Inc./Texas31,388$3.62M2.13%-2,94413F-HRTimeline
Sebold Capital Management, Inc.31,384$3.62M2.42%-40713F-HRTimeline
Wealthquest Corp31,336$3.61M0.29%-31313F-HRTimeline
Congress Park Capital LLC31,299$3.61M1.31%-33113F-HRTimeline
Emerald Advisors, LLC31,261$3.6M0.5%+90313F-HRTimeline
Koshinski Asset Management, Inc.31,211$3.6M0.32%+1,54113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.31,187$3.59M0.2%+4,28213F-HR/ATimelineGroup
Continuum Advisory, LLC31,156$3.59M0.46%+6413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…31,118$3.59M0.09%-4,18113F-HRTimelineGroup
FAS Wealth Partners, Inc.31,091$3.58M0.3%-2,11413F-HRTimeline
TrinityPoint Wealth, LLC31,014$3.57M0.5%+29813F-HRTimeline
Montis Financial, LLC30,964$3.57M1.1%-14,40413F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding30,962$3.57M+778Timeline
CENTRAL BANK & TRUST CO30,886$3.56M0.54%+1,54513F-HRTimeline
Vawter Financial, Ltd.30,761$3.54M2.13%+21313F-HRTimeline
Jacobi Capital Management LLC30,743$3.54M0.26%+6,33713F-HRTimeline
SOA Wealth Advisors, LLC.30,618$3.53M0.65%-76613F-HR/ATimeline
DIVERSIFIED TRUST CO30,580$3.52M0.09%-79513F-HRTimeline
SWMG, LLC29,602$3.52M1.4%+8,95113F-HRTimeline
KPP Advisory Services LLC30,514$3.52M0.83%+86013F-HRTimeline
Badgley Phelps Wealth Managers, LLC30,260$3.49M0.08%+5413F-HRTimeline
Asset Management Group, Inc.30,254$3.49M0.62%-6213F-HRTimeline
PrairieView Partners, LLC30,160$3.48M0.36%-6,77213F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd30,156$3.47M0.07%new13F-HRTimelineGroup
McNamara Financial Services, Inc.30,147$3.47M0.82%-10,74413F-HRTimeline
New Hampshire Trust30,093$3.47M0.73%-2,87213F-HRTimeline
Delta Wealth Advisors LLC30,034$3.46M3.26%-3,89413F-HRTimeline
United Bank29,946$3.45M1.46%+1,09413F-HRTimeline
BRIGHTON JONES LLC29,944$3.45M0.1%+5,85313F-HR/ATimeline
Beirne Wealth Consulting Services, LLC29,741$3.43M1.24%+39413F-HRTimeline
RVW Wealth, LLC29,761$3.43M0.32%-1,00813F-HRTimeline
FIRST MANHATTAN CO. LLC.29,698$3.42M0.01%-5,24413F-HRTimeline
Modern Wealth Management, LLC29,633$3.41M0.13%-1,19913F-HR/ATimeline
Sound Income Strategies, LLC29,465$3.39M0.21%+18,38213F-HRTimeline
Madden Advisory Services, Inc.29,423$3.39M1.57%+45213F-HRTimeline
BALANCED WEALTH GROUP LLC28,495$3.37M1.51%-91013F-HRTimeline
Arrowroot Family Office, LLC29,261$3.37M1.75%+1,61213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.29,047$3.35M1.64%-52513F-HRTimeline
DBK Financial Counsel, LLC28,955$3.34M3.36%+1613F-HRTimeline
Eley Financial Management, Inc28,876$3.33M1.3%+10713F-HRTimeline
SYNTAX RESEARCH, INC.28,848$3.32M2.38%+3,24613F-HRTimeline
Viewpoint Capital Management LLC28,749$3.31M1.74%013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…28,682$3.3M0.03%+16,43613F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC28,643$3.3M0.45%+2,02513F-HRTimeline
Pure Financial Advisors, LLC28,528$3.29M0.07%-1,38713F-HRTimeline
Capital Planning LLC28,506$3.28M0.86%+1,94113F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV28,382$3.27M1.12%+4,13313F-HRTimeline
CoreFirst Bank & Trust28,352$3.27M1.94%+1,39513F-HRTimeline