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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
MRP Capital Investments, LLC41,464$4.34M4.05%-1,09913F-HRTimeline
Mechanics Financial Corp41,344$4.32M1.96%+22313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT41,329$4.32M0.13%+21,51313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…43,791$4.32M3.17%+4,38313F-HRTimeline
Factor Wealth Management LTD41,263$4.31M1.33%+7,17613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.41,046$4.29M0.21%+91313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/41,017$4.29M0.01%-8,77013F-HRTimelineGroup
Mitsubishi UFJ Asset Management (UK) Lt…in group Mitsubishi UFJ Trust & Bankin…41,000$4.29M2.33%013F-HRTimelineGroup
Consolidated Portfolio Review Corp40,912$4.28M0.69%+50613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/40,856$4.27M2.03%-48313F-HRTimelineGroup
Astoria Strategic Wealth, Inc.40,804$4.27M1.25%+2,36913F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC40,648$4.25M0.16%+25,06513F-HRTimeline
Sage Mountain Advisors LLC40,420$4.23M0.31%+41113F-HRTimeline
WOLVERINE TRADING, LLC40,561$4.22M0.13%new13F-HRTimeline
Causey Wealth LLC40,328$4.22M2.36%-9,57313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC40,099$4.19M0.36%-7,75313F-HR/ATimeline
Kentucky Farm Bureau Mutual Insurance Co40,000$4.18M0.98%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC39,964$4.18M0.98%+2,09713F-HRTimeline
Wick Capital Partners, LLC39,783$4.16M1.24%-8,97213F-HRTimeline
Stone Summit Wealth LLC39,753$4.16M1.41%-22113F-HRTimeline
Boyd Wealth Management, LLC39,665$4.15M2.07%+1,39613F-HRTimeline
Wedmont Private Capital43,414$4.14M0.21%+19,15313F-HRTimeline
Solidarity Wealth, LLC39,231$4.1M1.01%+4,07113F-HRTimeline
Freedom Investment Management, Inc.39,160$4.1M0.34%+1,38513F-HRTimeline
WEDBUSH SECURITIES INC38,455$4.02M0.15%+4,82413F-HRTimeline
Greenfield Savings Bank38,348$4.01M1.97%-2,67913F-HRTimeline
CAPE ANN SAVINGS BANK38,327$4.01M2.51%-3,64313F-HRTimeline
LaSalle St. Investment Advisors, LLC38,215$4M0.94%+17,54413F-HRTimeline
Quantinno Capital Management LP38,172$3.99M0.03%+4,07813F-HRTimeline
Wescott Financial Advisory Group, LLC38,141$3.99M0.41%-75713F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP37,922$3.97M0.14%+70813F-HRTimeline
Gateway Wealth Partners, LLC37,912$3.96M0.89%+25513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT37,651$3.94M0.49%-3,17613F-HRTimeline
Leo Wealth, LLC37,620$3.93M0.57%-12,21813F-HRTimeline
Focus Financial Network, Inc.37,430$3.91M0.16%+1,35213F-HRTimeline
Campion Asset Management37,266$3.9M3.01%+47613F-HRTimeline
SPINNAKER TRUST37,150$3.88M0.25%+4813F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…37,043$3.87M0.04%-5,28413F-HR/ATimelineGroup
EWA, LLC36,963$3.87M1.44%+1,46513F-HRTimeline
Journey Beyond Wealth, LLC36,955$3.86M3.61%+2,32913F-HRTimeline
Hi-Line Capital Management, LLC36,849$3.85M1.44%+2,19713F-HRTimeline
Midwest Financial Group LLC36,836$3.85M2.24%+5,02613F-HRTimeline
Old Mission Investment Co LLC36,822$3.85M1.15%-6113F-HRTimeline
Perennial Investment Advisors, LLC36,781$3.85M0.43%+2,04113F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD36,761$3.84M3.3%-4,71513F-HRTimeline
Greykasell Wealth Strategies, Inc.36,756$3.84M2.05%+2,24613F-HRTimeline
Evercore Wealth Management, LLC36,625$3.83M0.06%-1,22113F-HRTimeline
Urban Financial Advisory Corp36,410$3.81M2.1%+36113F-HRTimeline
Carl P. Sherr & Co., LLC36,324$3.8M2.08%+25713F-HRTimeline
Coastline Trust Co36,285$3.79M0.47%-7,48513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LEE DANNER & BASS INC36,165$3.78M0.31%-11513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC36,060$3.77M0.75%+3,39913F-HRTimeline
Lakeshore Financial Planning, Inc.35,896$3.75M1.56%-3,34713F-HRTimeline
Sabal Trust CO35,875$3.75M0.21%-1,41413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI35,794$3.74M0.2%-5,39313F-HRTimeline
Windsor Capital Management, LLC35,743$3.74M1.15%-96313F-HRTimeline
ADIRONDACK TRUST CO35,639$3.73M1.46%-18413F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP35,591$3.72M0.06%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO35,571$3.72M<0.01%+10,33913F-HR/ATimelineGroup
FOURPATH CAPITAL MANAGEMENT, LLC35,568$3.72M0.65%-2,66813F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.35,504$3.71M0.23%-22,21613F-HRTimelineGroup
RFP Financial Group LLC35,491$3.71M1.49%+49213F-HRTimeline
CONQUIS FINANCIAL LLC35,389$3.7M3.84%+19313F-HRTimeline
WBH ADVISORY INC35,256$3.69M0.34%-1,85413F-HRTimeline
WOLFF WIESE MAGANA LLC35,049$3.67M2.49%+97813F-HRTimeline
Palisade Asset Management, LLC34,922$3.65M0.38%+1,85913F-HRTimeline
Next Capital Management LLC34,873$3.65M1.75%+1,64113F-HRTimeline
Modern Wealth Management, LLC34,806$3.64M0.12%+5,17313F-HR/ATimeline
STERLING INVESTMENT ADVISORS LLC /ADV34,794$3.64M2.05%+1,10913F-HRTimeline
BIRCHBROOK, INC.34,781$3.64M2.04%+1,04713F-HRTimeline
Baron Financial Group, LLC34,684$3.63M2.28%-56013F-HRTimeline
U.S. Capital Wealth Advisors, LLC34,630$3.62M0.11%-1,54613F-HRTimeline
Waldron Private Wealth LLC34,563$3.61M0.17%+74613F-HRTimeline
Canopy Partners, LLC34,421$3.6M1.4%-98913F-HRTimeline
Hubbell Strickland Wealth Management, L…34,197$3.58M1.69%+1,48613F-HRTimeline
Coastal Bridge Advisors, LLC34,166$3.57M0.32%new13F-HR/ATimeline
Lee, Kelleher & Klein Wealth Management34,166$3.57M2.63%+88813F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT34,120$3.57M0.26%+38113F-HRTimeline
Savvy Advisors, Inc.34,079$3.56M0.36%+10,83313F-HRTimeline
Wela Strategies, Inc.34,071$3.56M1.5%new13F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding34,043$3.56M+3,081Timeline
Well Done, LLC30,814$3.55M0.64%-33713F-HRTimeline
Abundance Wealth Counselors33,902$3.54M0.74%-5,15113F-HRTimeline
Emerald Advisors, LLC33,863$3.54M0.47%+2,60213F-HRTimeline
Summit Place Financial Advisors, LLC33,861$3.54M2%+1,77513F-HRTimeline
ASPIRIANT, LLC33,818$3.54M0.12%+7,13113F-HRTimeline
National Philanthropic Trust33,798$3.53M0.06%013F-HRTimeline
Transcendent Capital Group LLC33,651$3.52M1.98%+1,33513F-HRTimeline
Gallagher Capital Advisors, LLC33,650$3.52M2.68%-7,86513F-HRTimeline
NEPC LLC33,543$3.51M0.1%+6713F-HRTimeline
PFG Private Wealth Management, LLC33,504$3.5M1.89%-26,39113F-HRTimeline
Alpha Financial Partners LLC33,495$3.5M2.81%-93713F-HRTimeline
Quad-Cities Investment Group, LLC33,416$3.49M1.72%+68813F-HRTimeline
VERUS WEALTH MANAGEMENT, LLC33,352$3.49M3.82%+1,02213F-HRTimeline
Corundum Trust Company, INC33,290$3.48M10.03%+1,80013F-HRTimeline
GARRISON POINT ADVISORS, LLC33,212$3.47M1.68%+75913F-HRTimeline
SYNTAX RESEARCH, INC.32,855$3.44M2.37%+4,00713F-HRTimeline
AMG National Trust Bank32,681$3.42M0.1%+85213F-HRTimeline
PrairieView Partners, LLC32,635$3.41M0.36%+2,47513F-HRTimeline
WESBANCO BANK INC32,627$3.41M0.12%+84413F-HRTimeline
Walkner Condon Financial Advisors LLC32,403$3.39M0.69%+21,82913F-HRTimeline
Noble Wealth Management PBC32,063$3.35M2.29%-1,47613F-HRTimeline
Live Oak Investment Partners32,060$3.35M2.64%new13F-HRTimeline
First Western Trust Bank31,986$3.34M0.16%-21213F-HRTimeline
Beaumont Financial Advisors, LLC31,850$3.33M0.26%-2,60813F-HRTimeline
Mill Creek Capital Advisors, LLC31,829$3.33M0.08%-1,11813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.31,812$3.33M0.2%-2,75613F-HRTimelineGroup
Family Firm, Inc.31,734$3.32M0.74%-10013F-HRTimeline
Vickerman Investment Advisors, Inc.31,716$3.32M0.75%+3,61613F-HRTimeline
Summit Wealth Partners, LLC31,586$3.3M0.67%-19913F-HRTimeline
Mutual Advisors, LLC33,048$3.3M0.09%-13,73613F-HRTimeline
Biltmore Family Office, LLC31,497$3.29M0.56%-51113F-HRTimeline
United Bank31,381$3.28M1.36%+1,43513F-HRTimeline
FARMERS TRUST CO31,343$3.28M0.62%-2,51713F-HRTimeline
SCOTIA CAPITAL INC.31,271$3.27M0.02%-8,96813F-HRTimeline
ZACKS INVESTMENT MANAGEMENT31,249$3.27M0.03%-9,95013F-HRTimeline
Sebold Capital Management, Inc.31,226$3.27M2.15%-15813F-HRTimeline
BRIGHTON JONES LLC31,125$3.25M0.1%+1,18113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.31,043$3.25M0.18%-14413F-HR/ATimelineGroup
Continuum Advisory, LLC30,974$3.24M0.42%-18213F-HRTimeline
RHUMBLINE ADVISERS30,959$3.24M<0.01%+6,84513F-HR/ATimeline
TRANSCEND CAPITAL ADVISORS, LLC30,803$3.22M0.23%+4,51713F-HRTimeline
Vawter Financial, Ltd.30,766$3.22M1.8%+513F-HRTimeline
Sound Income Strategies, LLC30,662$3.21M0.19%+1,19713F-HRTimeline
Affiance Financial, LLC30,637$3.2M0.75%-1,38313F-HRTimeline
CENTRAL BANK & TRUST CO30,587$3.2M0.53%-29913F-HRTimeline
Koshinski Asset Management, Inc.30,429$3.18M0.27%-78213F-HRTimeline
SOA Wealth Advisors, LLC.30,411$3.18M0.66%-20713F-HRTimeline
Physician Wealth Advisors, Inc.30,333$3.17M0.55%-1,65113F-HRTimeline
Delta Wealth Advisors LLC30,313$3.17M2.88%+27913F-HRTimeline
FAS Wealth Partners, Inc.30,307$3.17M0.26%-78413F-HRTimeline
ETF Portfolio Partners, Inc.30,184$3.16M0.95%-51,15313F-HRTimeline
Congress Park Capital LLC30,094$3.15M1.19%-1,20513F-HRTimeline
Badgley Phelps Wealth Managers, LLC30,040$3.14M0.08%-22013F-HRTimeline
Argyle Capital Partners, LLC30,020$3.14M2.69%+4,29313F-HRTimeline
New Hampshire Trust30,015$3.14M0.72%-7813F-HRTimeline
Retirement Planning Group, LLC29,973$3.13M0.15%-6,64613F-HRTimeline
CoreFirst Bank & Trust29,782$3.11M2%+1,43013F-HRTimeline
Madden Advisory Services, Inc.29,747$3.11M1.45%+32413F-HRTimeline
Beirne Wealth Consulting Services, LLC29,684$3.11M1.11%-5713F-HRTimeline
FIRST MANHATTAN CO. LLC.29,674$3.1M0.01%-2413F-HRTimeline
Sage Advisory Services, Ltd.Co.29,649$3.1M1.82%+2,58713F-HRTimeline
Asset Management Group, Inc.29,597$3.09M0.57%-65713F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC29,299$3.06M2.62%+2,04413F-HRTimelineGroup
Eley Financial Management, Inc29,063$3.05M1.22%+18713F-HRTimeline
Heritage Wealth Management, Inc./Texas29,107$3.04M1.76%-2,28113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…29,080$3.04M0.08%-2,03813F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV29,033$3.04M1.11%+65113F-HRTimeline
Keebeck Wealth Management28,992$3.03M0.45%-4,44813F-HRTimeline
Newton One Investments LLC28,972$3.03M1.08%-5,33313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.28,935$3.03M1.63%-11213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…28,922$3.02M0.12%+9,20813F-HRTimelineGroup
DBK Financial Counsel, LLC28,839$3.02M3.02%-11613F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE28,755$3.01M0.56%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…31,553$3.01M1.24%-17413F-HRTimeline
Capital Planning LLC28,740$3.01M0.84%+23413F-HRTimeline
Grant Street Asset Management, Inc.28,710$3M0.73%+3,59613F-HRTimeline
PCA Investment Advisory Services Inc.28,709$3M1.59%-6,81613F-HRTimeline
Wealthquest Corp28,434$2.97M0.25%-2,90213F-HR/ATimeline
Intrua Financial, LLC28,324$2.96M0.46%+7,74413F-HRTimeline
STAR Financial Bank28,272$2.96M2.16%+1,45213F-HRTimeline
Viewpoint Capital Management LLC28,269$2.96M1.59%-48013F-HRTimeline
SevenBridge Financial Group, LLC27,469$2.95M0.58%-5,56013F-HRTimeline
Olde Wealth Management, LLC28,133$2.94M1.04%-5,58813F-HRTimeline
Provenance Wealth Advisors, LLC28,113$2.94M0.42%-4,47413F-HRTimeline
BALANCED WEALTH GROUP LLC28,045$2.93M1.42%-45013F-HRTimeline
Golden State Wealth Management, LLC28,007$2.93M0.44%-7413F-HR/ATimeline
Jaffetilchin Investment Partners, LLC27,930$2.92M0.21%+3,14613F-HRTimeline
MKD WEALTH COACHES, LLC27,844$2.91M3.29%-149,72913F-HRTimeline
Compound Planning, Inc.27,689$2.9M0.13%-7,90413F-HRTimeline
Pure Financial Advisors, LLC27,647$2.89M0.06%-88113F-HRTimeline
DIVERSIFIED TRUST CO27,525$2.88M0.07%-3,05513F-HRTimeline
Post Resch Tallon Group Inc.27,589$2.87M2.93%+56013F-HRTimeline
Steigerwald, Gordon & Koch Inc.27,283$2.85M0.32%-80713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC27,265$2.85M0.39%-1,37813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/27,252$2.85M0.38%-52413F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding27,213$2.85M-175,607Timeline
LANARK FINANCIAL, INC.27,114$2.83M0.24%+27,08813F-HRTimeline
VESTOR CAPITAL, LLC27,045$2.83M0.23%+58113F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC27,039$2.83M0.77%+2,77813F-HRTimeline
Breakwater Capital Group26,937$2.82M0.5%+88813F-HRTimeline
Wealth Management Partners, LLC26,894$2.81M1.3%-79713F-HRTimeline
Innovative Wealth Building LLC26,851$2.81M2.59%-68713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding26,809$2.8M-501Timeline
HICKS CAPITAL MANAGEMENT LLC26,806$2.8M3.72%13F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC26,775$2.8M0.38%-35313F-HRTimeline
JMG Financial Group, Ltd.26,754$2.8M0.09%-66513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC26,691$2.79M0.17%-5,32113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.26,642$2.79M0.07%-10,46413F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC26,635$2.79M0.27%-13,91413F-HRTimeline
Cornell Pochily Investment Advisors, In…26,543$2.78M0.98%-20513F-HRTimeline
Cornerstone Wealth Management, LLC26,515$2.77M0.19%-21513F-HRTimeline
YANKCOM Partnership26,510$2.77M1.52%-5813F-HRTimeline
OPTIMA CAPITAL LLC26,456$2.77M1.76%-8,05013F-HRTimeline
Keystone Financial Group26,147$2.76M0.28%+1,29413F-HRTimeline
Concentrum Wealth Management26,245$2.74M1.02%+10,42113F-HRTimeline
UNION SAVINGS BANK26,203$2.74M1.34%-2,11613F-HRTimeline
Mullaney, Keating & Wright, Inc.26,186$2.74M1.84%+9213F-HRTimeline
TPG Advisors LLC26,102$2.73M2.15%+51913F-HRTimeline
Newman Dignan & Sheerar, Inc.25,949$2.71M0.74%-20713F-HR/ATimeline