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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
UNION SAVINGS BANK28,319$3.26M1.6%-91213F-HRTimeline
Vickerman Investment Advisors, Inc.28,100$3.24M0.88%+38413F-HRTimeline
Steigerwald, Gordon & Koch Inc.28,090$3.24M0.37%-31813F-HRTimeline
Golden State Wealth Management, LLC28,081$3.24M0.48%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/27,776$3.2M0.42%+1,29213F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P27,725$3.19M<0.01%+1,24313F-HRTimelineGroup
Wealth Management Partners, LLC27,691$3.19M1.38%+73913F-HRTimeline
IMC-Chicago, LLC27,579$3.18M0.09%+16,26513F-HRTimeline
Innovative Wealth Building LLC27,538$3.17M2.87%13F-HRTimeline
JMG Financial Group, Ltd.27,419$3.16M0.11%+10113F-HRTimeline
Wilshire Advisors LLC27,318$3.15M1.15%+2,89013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding27,310$3.15M-527Timeline
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC27,255$3.14M2.62%-3,60013F-HRTimelineGroup
GREENWOOD CAPITAL ASSOCIATES LLC27,128$3.13M0.41%-10,17013F-HRTimeline
Sage Advisory Services, Ltd.Co.27,062$3.12M1.85%new13F-HRTimeline
Post Resch Tallon Group Inc.27,029$3.11M2.99%13F-HRTimeline
STAR Financial Bank26,820$3.09M2.22%+2,45313F-HRTimeline
Cornell Pochily Investment Advisors, In…26,748$3.08M1.08%+9713F-HRTimeline
Cornerstone Wealth Management, LLC26,730$3.08M0.21%-13313F-HRTimeline
ASPIRIANT, LLC26,687$3.07M0.11%+1,73813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC26,578$3.06M0.23%+8,00013F-HRTimeline
YANKCOM Partnership26,568$3.06M1.64%13F-HRTimeline
VESTOR CAPITAL, LLC26,464$3.05M0.23%+27113F-HRTimeline
Klaas Financial Asset Advisors, LLC26,297$3.03M0.53%-54313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC26,286$3.03M0.22%+1,65613F-HRTimeline
Newman Dignan & Sheerar, Inc.26,156$3.01M0.77%+913F-HRTimeline
Mullaney, Keating & Wright, Inc.26,094$3.01M2.03%+4,99113F-HRTimeline
WealthCare Investment Partners, LLC26,147$3.01M1.31%+20213F-HRTimeline
Breakwater Capital Group26,049$3M0.6%+14313F-HRTimeline
Mechanics Bank Trust Department25,910$2.99M0.4%+913F-HRTimeline
Paladin Advisory Group, LLC25,848$2.98M2.28%-24513F-HRTimeline
Spectrum Wealth Counsel, LLC25,792$2.97M0.35%+17,71113F-HRTimeline
Argyle Capital Partners, LLC25,727$2.96M2.54%13F-HRTimeline
Foundations Investment Advisors, LLC25,659$2.96M0.06%+2,66813F-HRTimeline
Rialto Wealth Management, LLC25,617$2.95M0.97%13F-HRTimeline
PFG Investments, LLC25,608$2.95M0.18%+6613F-HRTimeline
TPG Advisors LLC25,583$2.95M2.3%+49213F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC25,550$2.94M1.39%+1413F-HRTimeline
WEALTH ALLIANCE, LLC25,511$2.94M0.35%-76913F-HRTimeline
Gryphon Financial Partners LLC25,400$2.93M0.42%+45113F-HRTimeline
Triton Financial Group Inc25,317$2.92M1.82%-94813F-HRTimeline
Black Diamond Financial, LLC25,240$2.91M0.44%-41413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO25,232$2.91M<0.01%-22,92813F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST25,219$2.91M0.32%-76013F-HRTimeline
Narus Financial Partners, LLC25,115$2.89M0.98%+1,42813F-HRTimeline
Grant Street Asset Management, Inc.25,114$2.89M0.76%+81113F-HRTimeline
Foundation Wealth Management, LLC\PA25,112$2.89M1.4%13F-HRTimeline
Greenwich Wealth Management LLC25,088$2.89M0.2%-2413F-HRTimeline
HUB Investment Partners, LLC25,089$2.89M0.12%-43813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,088$2.89M0.09%+52413F-HRTimelineGroup
Sage Financial Management Group, Inc.25,010$2.88M1.07%-6613F-HRTimeline
Keystone Financial Group24,853$2.86M0.28%-55413F-HRTimeline
Jaffetilchin Investment Partners, LLC24,784$2.86M0.21%+2513F-HRTimeline
Van Hulzen Asset Management, LLC24,644$2.84M0.21%+85113F-HRTimeline
Lewis Asset Management, LLC24,618$2.84M2.17%-1,16613F-HRTimeline
LS Investment Advisors, LLC24,574$2.83M0.42%+2,28713F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp24,570$2.83M0.18%-2,97213F-HRTimelineGroup
Southeast Asset Advisors, LLC24,395$2.81M0.34%+14713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.24,391$2.81M0.42%+3,69113F-HR/ATimeline
Koesten, Hirschmann & Crabtree, INC.24,321$2.8M1.61%+513F-HRTimeline
Strategic Equity Management24,311$2.8M1.18%+21,50413F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.24,307$2.8M1.94%13F-HRTimeline
Fortress Financial Solutions, LLC24,295$2.8M3.99%13F-HRTimeline
NIXON PEABODY TRUST CO24,284$2.8M0.23%-23313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC24,261$2.8M0.72%+8,24113F-HR/ATimeline
SHUFRO ROSE & CO LLC24,244$2.79M0.22%+1,92413F-HRTimeline
Kagan Cocozza Asset Management24,222$2.79M2.32%13F-HRTimeline
RHUMBLINE ADVISERS24,114$2.78M<0.01%+7,02813F-HR/ATimeline
Talisman Wealth Advisors LLC23,989$2.76M2.93%+1,19213F-HRTimeline
CRA Financial Services, LLC23,986$2.76M0.47%-1,42213F-HRTimeline
Armbruster Capital Management, Inc.23,865$2.75M0.56%+75013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH23,850$2.75M0.76%013F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC23,842$2.75M0.48%013F-HRTimeline
Wedmont Private Capital24,261$2.74M0.14%+2,05913F-HRTimeline
Sepio Capital, LP23,742$2.74M0.22%-91713F-HRTimeline
Fjell Capital, LLC23,730$2.73M2.82%13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC23,688$2.73M1.21%+25313F-HRTimeline
Carr Financial Group Corp23,608$2.72M0.85%-1,01613F-HRTimeline
Narwhal Capital Management23,562$2.71M0.24%-16213F-HRTimeline
CENTAURUS FINANCIAL, INC.23,545$2.71M0.17%+5,71713F-HRTimeline
ABLE Financial Group, LLC23,487$2.71M0.8%-31,20413F-HRTimeline
Santori & Peters, Inc.23,439$2.7M1.03%+40413F-HRTimeline
Tradition Wealth Management, LLC23,428$2.7M0.24%-37913F-HRTimeline
360 Financial, Inc.23,262$2.68M0.97%+84213F-HRTimeline
Savvy Advisors, Inc.23,246$2.68M0.32%+4,94313F-HRTimeline
DOHJ, LLC23,241$2.68M0.62%-1,62013F-HRTimeline
Granite FO LLC23,150$2.67M1.52%+15513F-HRTimeline
1248 Management, LLC23,128$2.66M1.15%13F-HRTimeline
Olistico Wealth, LLC23,080$2.66M1.55%+1,39813F-HRTimeline
Glen Eagle Advisors, LLC23,059$2.66M0.44%+2,02313F-HRTimeline
Forefront Wealth Partners, LLC23,043$2.66M1.98%13F-HRTimeline
Pinnacle Bancorp, Inc.23,034$2.65M0.86%+2,07113F-HRTimeline
Composition Wealth, LLC23,016$2.65M0.05%+14,22713F-HRTimeline
Peterson Wealth Advisors, LLC22,667$2.63M0.47%+15013F-HRTimeline
KEYVANTAGE WEALTH, LLC22,825$2.63M1.88%13F-HRTimeline
Providence Capital Advisors, LLC22,746$2.62M0.53%-79613F-HRTimeline
CM WEALTH ADVISORS LLC22,722$2.62M0.86%+11513F-HRTimeline
Y-Intercept (Hong Kong) Ltd22,672$2.61M0.17%new13F-HRTimeline
McGlone Suttner Wealth Management, Inc.22,630$2.61M0.44%+3,73313F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…22,626$2.61M0.92%+3,48913F-HRTimeline
Wiser Wealth Management, Inc22,594$2.6M0.73%+71913F-HRTimeline
American State Bank (Iowa)22,438$2.59M1.56%+61613F-HRTimeline
MONEYWISE, INC.22,355$2.58M1.29%+14,68413F-HRTimeline
Ullmann Wealth Partners Group, LLC22,339$2.57M0.33%-39013F-HRTimeline
Westside Investment Management, Inc.22,307$2.57M0.54%-5013F-HRTimeline
Quest 10 Wealth Builders, Inc.22,270$2.57M2.55%13F-HRTimeline
NDWM LLC22,102$2.55M2.13%+86213F-HRTimeline
Dana Investment Advisors, Inc.22,059$2.54M0.08%+65613F-HRTimeline
Evanson Asset Management, LLC22,007$2.54M0.17%+13913F-HRTimeline
SWS Partners21,964$2.53M0.77%-30,55413F-HRTimeline
Snider Financial Group21,928$2.53M0.78%-29,72713F-HRTimeline
Atlantic Edge Private Wealth Management…21,872$2.52M0.78%+7,39113F-HRTimeline
VeraBank, N.A.21,832$2.52M0.71%-51013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV21,803$2.51M1.11%+2,28713F-HRTimeline
Laird Norton Wetherby Wealth Management…21,771$2.51M0.12%-64913F-HRTimeline
TRUE Private Wealth Advisors21,744$2.51M0.3%-2,76513F-HRTimeline
Roberts Wealth Advisors, LLC21,388$2.5M0.76%+1,55213F-HRTimeline
HARMONY ASSET MANAGEMENT LLC21,669$2.5M0.99%-65613F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC21,644$2.49M0.72%13F-HRTimeline
Veracity Capital LLC21,606$2.49M0.91%+20513F-HRTimeline
DAVIS R M INC21,591$2.49M0.05%+1,94013F-HRTimeline
Objective Capital Management, LLC21,576$2.49M1.66%-8713F-HRTimeline
Smartleaf Asset Management LLC21,515$2.47M0.25%+20,59513F-HRTimeline
NorthRock Partners, LLC21,463$2.47M0.08%-1,71113F-HR/ATimeline
Severin Investments, LLC21,396$2.47M2.46%13F-HRTimeline
Novak & Powell Financial Services, Inc.21,378$2.46M1.47%+7013F-HRTimeline
WCG Wealth Advisors LLC21,368$2.46M0.16%+4713F-HRTimeline
Quantbot Technologies LP21,337$2.46M0.09%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.21,303$2.45M0.03%+70613F-HRTimelineGroup
Essential Planning, LLC.20,449$2.44M0.02%new13F-HRTimeline
SIGNATUREFD, LLC21,096$2.43M0.05%-28613F-HRTimeline
Carrera Capital Advisors21,053$2.43M0.57%-1,77613F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding21,409$2.42M+813Timeline
CHAPIN DAVIS, INC.20,611$2.41M0.79%013F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …20,901$2.41M0.52%013F-HRTimeline
CIBC WORLD MARKET INC.20,882$2.41M0.01%+3,41513F-HRTimeline
Tranquility Partners, LLC20,674$2.4M0.9%-1,50713F-HRTimeline
CULBERTSON A N & CO INC20,756$2.39M0.38%+36013F-HRTimeline
Municipal Employees' Retirement System …20,736$2.39M0.03%013F-HRTimeline
VIAWEALTH, LLC20,729$2.39M1.44%-3,25113F-HRTimeline
NOVEM GROUP20,705$2.39M0.35%13F-HRTimeline
LaSalle St. Investment Advisors, LLC20,671$2.38M0.74%+1,29013F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV20,598$2.37M0.08%013F-HRTimeline
Intrua Financial, LLC20,580$2.37M0.39%-51613F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD20,486$2.36M0.01%-2513F-HRTimelineGroup
RoundAngle Advisors LLC20,476$2.36M2.25%13F-HRTimeline
O'Brien Greene & Co. Inc20,449$2.36M0.76%-3013F-HRTimeline
Legacies Wealth LLC20,426$2.35M1.82%+3,85513F-HRTimeline
COWA, LLC20,407$2.35M1.08%+7513F-HRTimeline
PITCAIRN COin group PITCAIRN CO20,384$2.35M0.14%-3,50013F-HRTimelineGroup
Diversified Portfolios, Inc.20,299$2.34M0.26%+3313F-HRTimeline
INTEGRITY ALLIANCE, LLC.20,290$2.34M0.25%13F-HRTimeline
Revolve Wealth Partners, LLC20,116$2.32M0.34%-15913F-HR/ATimeline
LOCKERMAN FINANCIAL GROUP, INC.20,114$2.32M3.94%+5413F-HRTimeline
Hilltop National Bank20,058$2.31M0.69%+1,18613F-HRTimeline
Missouri Trust & Investment Co20,018$2.31M0.81%+2,11013F-HRTimeline
Illinois Municipal Retirement Fund20,000$2.3M0.03%new13F-HRTimeline
WealthShield Partners, LLC19,984$2.3M0.33%-3,91313F-HRTimeline
Private Portfolio Partners LLC19,959$2.3M0.42%+32313F-HRTimeline
Mine & Arao Wealth Creation & Managemen…19,939$2.3M1.05%-61513F-HRTimeline
CORA CAPITAL ADVISORS LLC19,930$2.3M1.11%+49613F-HRTimeline
LYELL WEALTH MANAGEMENT, LP19,891$2.29M0.21%+12,68113F-HRTimeline
Delta Financial Group, Inc.19,853$2.29M0.54%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT19,816$2.28M0.07%+25913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,746$2.28M0.05%+4,08913F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…19,714$2.27M0.09%-77213F-HRTimelineGroup
Secure Asset Management, LLC19,699$2.27M0.34%+2,25913F-HRTimeline
Elm Partners Management LLC19,696$2.27M0.15%-1,72013F-HRTimeline
Joel Isaacson & Co., LLC19,685$2.27M0.1%+16713F-HRTimeline
Ellevest, Inc.19,665$2.27M0.13%-9,04613F-HRTimeline
United Advisor Group, LLC19,567$2.25M0.45%+15,54513F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…19,493$2.25M0.01%-1,30913F-HRTimelineGroup
Arcus Capital Partners, LLC20,263$2.24M0.71%-1,34213F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC19,376$2.23M1.22%-1,38713F-HRTimeline
Autumn Glory Partners, LLC19,299$2.22M1.09%013F-HRTimeline
Simplify Asset Management Inc.19,280$2.22M0.15%new13F-HRTimeline
BRADY FAMILY WEALTH, LLC19,211$2.21M0.68%-1,35213F-HRTimeline
Larson Financial Group LLC19,174$2.21M0.11%+2,22613F-HRTimeline
XY Planning Network, Inc.19,174$2.21M1.66%13F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC19,164$2.21M1.22%+3613F-HRTimeline
RiverGlades Family Offices LLC19,102$2.2M1.57%+75513F-HRTimeline
Plancorp, LLC19,084$2.2M0.09%+9613F-HRTimeline
SOL Capital Management CO19,023$2.19M0.24%-40013F-HRTimeline
Family Office Research LLC19,002$2.19M0.96%13F-HRTimeline
Tilson Financial Group, Inc.18,944$2.18M0.89%-48913F-HRTimeline
United Community Bankin group United Community Bank18,937$2.18M0.85%-13513F-HRTimelineGroup
MARQUETTE ASSOCIATES, INC.18,822$2.17M1.8%+14313F-HRTimeline
Affinity Capital Advisors, LLC18,777$2.17M0.41%-6913F-HRTimeline
Guardian Asset Advisors, LLC18,805$2.17M1.39%+89213F-HRTimeline
Cadence Bank18,793$2.17M0.15%-1,31513F-HRTimeline
ORG Partners LLC18,773$2.16M0.29%+30213F-HRTimeline
Busey Bank18,788$2.16M0.07%+49113F-HRTimeline
Milestone Investment Advisors LLC18,730$2.16M0.59%-10513F-HRTimeline
LPF Advisors LLC18,675$2.15M1.8%+1,07813F-HRTimeline
Aveo Capital Partners, LLC18,600$2.14M0.23%-30913F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…18,584$2.14M0.58%-21313F-HRTimeline
Lineweaver Wealth Advisors, LLC18,567$2.14M0.4%+4513F-HRTimeline
Ascent Capital Management, LLC18,507$2.13M2.18%13F-HRTimeline
DELTA FINANCIAL ADVISORS LLC18,389$2.12M0.79%+1,26013F-HRTimeline
Kohmann Bosshard Financial Services, LLC18,251$2.1M0.25%-1,28613F-HRTimeline