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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
Glassy Mountain Advisors, Inc.37,983$4.15M1.34%new13F-HRTimeline
Next Capital Management LLC37,949$4.15M1.53%+3,07613F-HRTimeline
Madison Park Capital Advisors, LLC37,840$4.14M3.48%-3,65513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC37,763$4.13M0.72%+1,70313F-HRTimeline
Good Life Advisors, LLC37,761$4.13M0.26%-18,24913F-HRTimeline
VALLEY NATIONAL ADVISERS INC37,703$4.12M0.67%-6,03713F-HRTimeline
Carl P. Sherr & Co., LLC37,689$4.12M2.08%+1,36513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.37,482$4.1M0.18%-4,76013F-HRTimeline
DIVERSIFIED TRUST CO37,414$4.09M0.09%+9,88913F-HRTimeline
Walkner Condon Financial Advisors LLC37,417$4.09M0.75%+5,01413F-HRTimeline
Mutual Advisors, LLC36,172$4.08M0.1%+3,12413F-HRTimeline
Urban Financial Advisory Corp37,362$4.08M2.05%+95213F-HRTimeline
SPINNAKER TRUST37,342$4.08M0.25%+19213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC37,278$4.07M0.32%-2,82113F-HR/ATimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.37,257$4.07M0.26%+1,75313F-HRTimelineGroup
WBH ADVISORY INC36,928$4.04M0.34%+1,67213F-HRTimeline
Midwest Financial Group LLC36,881$4.03M2.12%+4513F-HRTimeline
Sage Mountain Advisors LLC36,753$4.02M0.26%-3,66713F-HRTimeline
WESBANCO BANK INC36,694$4.01M0.12%+4,06713F-HRTimeline
Palisade Asset Management, LLC36,583$4M0.4%+1,66113F-HRTimeline
Evercore Wealth Management, LLC36,565$4M0.06%-6013F-HRTimeline
Journey Beyond Wealth, LLC36,368$3.97M3.35%-58713F-HRTimeline
Coastal Bridge Advisors, LLC36,277$3.96M0.33%+2,11113F-HRTimeline
Gateway Wealth Partners, LLC36,259$3.96M0.75%-1,65313F-HRTimeline
Greykasell Wealth Strategies, Inc.36,246$3.96M1.9%-51013F-HRTimeline
IMA Advisory Services, Inc.36,179$3.95M0.42%-46,01013F-HRTimeline
Lee, Kelleher & Klein Wealth Management36,166$3.95M2.63%+2,00013F-HRTimeline
Lakeshore Financial Planning, Inc.36,078$3.94M1.58%+18213F-HRTimeline
Perennial Investment Advisors, LLC36,061$3.94M0.38%-72013F-HRTimeline
LEE DANNER & BASS INC36,049$3.94M0.31%-11613F-HRTimeline
Emerald Advisors, LLC35,868$3.92M0.5%+2,00513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…35,845$3.92M0.14%+6,92313F-HRTimelineGroup
Fortitude Family Office, LLC35,800$3.91M1.29%-17,09213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO35,755$3.91M0.07%-338,21613F-HRTimeline
BIRCHBROOK, INC.35,643$3.9M2.09%+86213F-HRTimeline
Old Mission Investment Co LLC35,639$3.89M1.06%-1,18313F-HRTimeline
Wela Strategies, Inc.35,510$3.88M1.53%+1,43913F-HRTimeline
Precision Wealth Strategies, LLC35,433$3.87M1.26%new13F-HRTimeline
WOLFF WIESE MAGANA LLC35,326$3.86M2.39%+27713F-HRTimeline
Focus Financial Network, Inc.35,317$3.86M0.15%-2,11313F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI35,221$3.85M0.24%-57313F-HRTimeline
LaSalle St. Investment Advisors, LLC35,117$3.84M1.05%-3,09813F-HRTimeline
Windsor Capital Management, LLC35,085$3.83M1.12%-65813F-HRTimeline
National Philanthropic Trust35,068$3.83M0.05%+1,27013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC35,066$3.83M0.6%-50213F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV42,941$3.83M1.99%+8,14713F-HRTimeline
Summit Place Financial Advisors, LLC35,013$3.83M1.93%+1,15213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC34,992$3.82M0.96%+7,95313F-HRTimeline
CONQUIS FINANCIAL LLC34,903$3.81M3.7%-48613F-HRTimeline
Variant Private Wealth, LLC34,851$3.81M3.95%-12,00413F-HRTimeline
Stone Summit Wealth LLC34,838$3.81M1.18%-4,91513F-HRTimeline
Wick Capital Partners, LLC3,383$3.81M1%-36,40013F-HRTimeline
WEDBUSH SECURITIES INC34,671$3.79M0.13%-3,78413F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC34,586$3.78M0.14%-6,06213F-HRTimeline
ADIRONDACK TRUST CO34,581$3.78M1.37%-1,05813F-HRTimeline
HM PAYSON & CO34,527$3.77M0.06%-11,91713F-HRTimeline
Arrowroot Family Office, LLC34,443$3.76M1.69%13F-HRTimeline
Waldron Private Wealth LLC34,413$3.76M0.16%-15013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD34,281$3.75M2.99%-2,48013F-HRTimeline
CAPE ANN SAVINGS BANK34,252$3.74M2.24%-4,07513F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding34,182$3.74M+139Timeline
Transcendent Capital Group LLC34,072$3.72M1.91%+42113F-HRTimeline
Canopy Partners, LLC34,057$3.72M1.37%-36413F-HRTimeline
Bay Capital Advisors, LLC34,041$3.72M2.84%-15,43813F-HRTimeline
Baron Financial Group, LLC33,944$3.71M2.18%-74013F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT33,785$3.69M0.26%-33513F-HRTimeline
PFG Private Wealth Management, LLC33,607$3.67M1.89%+10313F-HRTimeline
NEPC LLC33,528$3.66M0.09%-1513F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…32,779$3.66M1.33%+1,22613F-HRTimeline
STAR Financial Bank33,194$3.63M2.3%+4,92213F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.33,130$3.62M0.19%+1,31813F-HRTimelineGroup
BLUE SQUARE ASSET MANAGEMENT, LLC33,117$3.62M1.69%-65,89413F-HRTimeline
BRIGHTON JONES LLC33,046$3.61M0.1%+1,92113F-HRTimeline
Quad-Cities Investment Group, LLC33,023$3.61M1.64%-39313F-HRTimeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC33,015$3.61M3.13%+3,71613F-HRTimelineGroup
Alpha Financial Partners LLC32,945$3.6M2.59%-55013F-HRTimeline
United Bank32,876$3.59M1.37%+1,49513F-HRTimeline
Family Firm, Inc.32,851$3.59M0.87%+1,11713F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC32,845$3.59M3.04%+15,15813F-HRTimeline
Vickerman Investment Advisors, Inc.32,822$3.59M0.77%+1,10613F-HRTimeline
GARRISON POINT ADVISORS, LLC32,791$3.58M1.65%-42113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC32,735$3.58M0.15%-91,07613F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.32,591$3.56M1.84%+8,19813F-HRTimeline
SYNTAX RESEARCH, INC.32,460$3.55M2.52%-39513F-HRTimeline
Affiance Financial, LLC32,389$3.54M0.72%+1,75213F-HRTimeline
Corundum Trust Company, INC32,298$3.53M9.32%-99213F-HRTimeline
Grant Street Asset Management, Inc.32,238$3.52M0.8%+3,52813F-HRTimeline
AMG National Trust Bank32,111$3.51M0.09%-57013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC32,073$3.51M0.27%+1,27013F-HRTimeline
First Western Trust Bank32,045$3.5M0.16%+5913F-HRTimeline
Newton One Investments LLC31,988$3.5M1.1%+3,01613F-HRTimeline
PrairieView Partners, LLC31,984$3.5M0.34%-65113F-HRTimeline
Live Oak Investment Partners31,927$3.49M2.68%-13313F-HRTimeline
Future Fund LLC31,894$3.49M1.56%new13F-HRTimeline
Abundance Wealth Counselors31,728$3.47M0.65%-2,17413F-HRTimeline
LANARK FINANCIAL, INC.31,726$3.47M0.28%+4,61213F-HRTimeline
Sage Advisory Services, Ltd.Co.31,691$3.46M1.89%+2,04213F-HRTimeline
Beaumont Financial Advisors, LLC31,524$3.45M0.25%-32613F-HRTimeline
Biltmore Family Office, LLC31,283$3.42M0.58%-21413F-HRTimeline
CoreFirst Bank & Trust31,131$3.4M1.92%+1,34913F-HRTimeline
Hubbell Strickland Wealth Management, L…31,118$3.4M1.5%-3,07913F-HRTimeline
Sebold Capital Management, Inc.30,922$3.38M2.08%-30413F-HRTimeline
Delta Wealth Advisors LLC30,541$3.34M2.8%+22813F-HRTimeline
PCA Investment Advisory Services Inc.30,461$3.33M1.4%+1,75213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.30,458$3.33M0.04%+6,87613F-HRTimelineGroup
VERUS WEALTH MANAGEMENT, LLC30,342$3.32M3.33%-3,01013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,298$3.31M0.01%-161,44313F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.30,246$3.31M0.16%-14,11613F-HRTimeline
Capital Planning LLC30,204$3.3M1.04%+1,46413F-HRTimeline
WealthCare Investment Partners, LLC29,191$3.3M1.19%+2,04913F-HRTimeline
Quantbot Technologies LP30,159$3.3M0.08%new13F-HRTimeline
Madden Advisory Services, Inc.30,106$3.29M1.4%+35913F-HRTimeline
Astoria Strategic Wealth, Inc.29,985$3.28M0.89%-10,81913F-HRTimeline
Badgley Phelps Wealth Managers, LLC29,981$3.28M0.07%-5913F-HRTimeline
FIRST MANHATTAN CO. LLC.29,947$3.27M0.01%+27313F-HRTimeline
Physician Wealth Advisors, Inc.29,903$3.27M0.51%-43013F-HRTimeline
Freedom Investment Management, Inc.29,847$3.26M0.26%-9,31313F-HRTimeline
Eley Financial Management, Inc29,753$3.25M1.25%+69013F-HRTimeline
New Hampshire Trust29,654$3.24M0.68%-36113F-HRTimeline
Summit Wealth Partners, LLC29,569$3.23M0.62%-2,01713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC29,410$3.21M<0.01%-44,49713F-HR/ATimelineGroup
GC Wealth Management RIA, LLC29,375$3.21M0.26%-20,48313F-HRTimeline
FAS Wealth Partners, Inc.29,312$3.2M0.24%-99513F-HRTimeline
John W. Brooker & Co., CPAs27,899$3.18M7.46%-85,65413F-HRTimeline
Koshinski Asset Management, Inc.29,029$3.17M0.24%-1,40013F-HRTimeline
SOA Wealth Advisors, LLC.28,900$3.16M0.59%-1,51113F-HRTimeline
Asset Management Group, Inc.28,886$3.16M0.55%-71113F-HRTimeline
Kagan Cocozza Asset Management28,828$3.15M2.42%+3,38413F-HRTimeline
Jaffetilchin Investment Partners, LLC28,775$3.14M0.21%+84513F-HRTimeline
Keebeck Wealth Management28,694$3.14M0.41%-29813F-HRTimeline
Park Place Capital Corp28,053$3.11M0.71%+8,04413F-HRTimeline
AFT, FORSYTH & COMPANY, INC.28,440$3.11M1.59%-49513F-HRTimeline
OPTIMA CAPITAL LLC28,400$3.1M1.67%+1,94413F-HRTimeline
DBK Financial Counsel, LLC28,303$3.09M2.8%-53613F-HRTimeline
Viewpoint Capital Management LLC28,269$3.09M1.52%013F-HRTimeline
Wilshire Advisors LLC28,120$3.07M27.8%+20013F-HRTimeline
Granite FO LLC28,035$3.06M1.74%+3,30513F-HRTimeline
Steigerwald, Gordon & Koch Inc.27,931$3.05M0.32%+64813F-HRTimeline
Retirement Planning Group, LLC27,904$3.05M0.13%-2,06913F-HRTimeline
Wiser Wealth Management, Inc27,778$3.04M0.76%+3,36613F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV27,586$3.01M0.96%-1,44713F-HRTimeline
Post Resch Tallon Group Inc.27,515$3.01M2.9%-7413F-HRTimeline
Jacobi Capital Management LLC27,479$3M0.2%+1,66113F-HRTimeline
Tilson Financial Group, Inc.27,464$3M1.13%+8,81413F-HRTimeline
Olistico Wealth, LLC27,452$3M1.67%+3,27813F-HRTimeline
Heritage Wealth Management, Inc./Texas27,407$3M1.49%-1,70013F-HRTimeline
LVZ, Inc.27,370$2.99M0.36%+16,30013F-HRTimeline
Gryphon Financial Partners LLC27,357$2.99M0.39%+1,75213F-HRTimeline
Dunhill Financial, LLC27,293$2.98M0.86%+23,98513F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co27,220$2.97M0.22%+713F-HRTimelineGroup
360 Financial, Inc.27,175$2.97M0.94%+2,03513F-HRTimeline
UNION SAVINGS BANK26,892$2.97M1.36%+68913F-HRTimeline
Wealthquest Corp27,079$2.96M0.23%-1,35513F-HRTimeline
YANKCOM Partnership27,071$2.96M1.45%+56113F-HRTimeline
Well Done, LLC27,005$2.95M0.55%-3,80913F-HRTimeline
Goldstone Financial Group, LLC26,062$2.95M0.39%+2,37613F-HRTimeline
FARMERS TRUST CO26,928$2.94M0.55%-4,41513F-HRTimeline
Breakwater Capital Group26,870$2.94M0.48%-6713F-HRTimeline
ZACKS INVESTMENT MANAGEMENT26,837$2.93M0.03%-4,41213F-HRTimeline
JMG Financial Group, Ltd.26,831$2.93M0.09%+7713F-HRTimeline
ETF Portfolio Partners, Inc.26,826$2.93M0.81%-3,35813F-HRTimeline
TRUST CO OF TOLEDO NA /OH/26,602$2.91M0.32%-65013F-HRTimeline
Cornerstone Wealth Management, LLC26,586$2.91M0.18%+7113F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC26,538$2.9M4.59%-26813F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC26,364$2.88M0.36%-41113F-HRTimeline
TPG Advisors LLC26,109$2.85M2.06%+713F-HRTimeline
Mullaney, Keating & Wright, Inc.26,027$2.84M1.86%-15913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC25,970$2.84M0.77%+2,93613F-HRTimeline
Westmount Partners, LLC25,961$2.84M0.78%+16,95013F-HRTimeline
Provenance Wealth Advisors, LLC25,959$2.84M0.41%-2,15413F-HRTimeline
Cornell Pochily Investment Advisors, In…25,959$2.84M0.93%-58413F-HRTimeline
BALANCED WEALTH GROUP LLC25,528$2.82M1.22%-2,51713F-HRTimeline
Continuum Advisory, LLC25,711$2.81M0.34%-5,26313F-HRTimeline
Golden State Wealth Management, LLC25,679$2.81M0.34%-2,32813F-HRTimeline
Diversified Portfolios, Inc.25,670$2.81M0.27%+2,61213F-HRTimeline
Rialto Wealth Management, LLC25,645$2.8M0.78%+2813F-HRTimeline
Klaas Financial Asset Advisors, LLC25,600$2.8M0.44%+94513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT25,562$2.79M0.04%+18,07213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding25,555$2.79M-1,254Timeline
Trek Financial, LLC25,552$2.79M0.19%+11,21313F-HRTimeline
Innovative Wealth Building LLC25,547$2.79M2.31%-1,30413F-HRTimeline
Fortress Financial Solutions, LLC25,501$2.79M3.5%+76113F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…25,270$2.76M0.03%-11,77313F-HRTimelineGroup
WEALTH ALLIANCE, LLC25,249$2.76M0.31%+32413F-HRTimeline
Veracity Capital LLC25,174$2.75M0.95%+2,17413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…25,173$2.75M0.06%-3,90713F-HRTimelineGroup
Wealth Management Partners, LLC24,691$2.74M0.97%-2,20313F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC25,107$2.74M1.18%-44713F-HRTimeline
Mill Creek Capital Advisors, LLC24,992$2.73M0.06%-6,83713F-HRTimeline
Gallagher Capital Advisors, LLC24,164$2.72M2.2%-9,48613F-HRTimeline
CVA Family Office, LLC24,852$2.72M0.38%-2413F-HRTimeline
United Advisor Group, LLC24,819$2.71M0.47%+2,59313F-HRTimeline
SevenBridge Financial Group, LLC23,711$2.71M0.48%-3,75813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.24,652$2.69M0.07%-1,99013F-HRTimelineGroup
Montis Financial, LLC24,641$2.69M0.75%+22813F-HRTimeline
Heartwood Wealth Advisors LLC24,536$2.68M0.28%+2,99613F-HRTimeline
Coastline Trust Co24,494$2.68M0.31%-11,79113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Providence Capital Advisors, LLC24,467$2.67M0.49%+1,37813F-HRTimeline
Southeast Asset Advisors, LLC24,418$2.67M0.32%+1513F-HRTimeline
NIXON PEABODY TRUST CO24,372$2.66M0.21%+13213F-HRTimeline