Skip to content
Disclosery

IJR ISHARES TR

Follow

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
NorthRock Partners, LLC25,904$2.71M0.09%+4,44113F-HRTimeline
Jacobi Capital Management LLC25,818$2.7M0.2%-4,92513F-HRTimeline
Venturi Wealth Management, LLC25,728$2.69M0.14%-933,08913F-HRTimeline
Rialto Wealth Management, LLC25,617$2.68M0.84%013F-HRTimeline
Gryphon Financial Partners LLC25,605$2.68M0.39%+20513F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC25,554$2.67M1.25%+413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,461$2.66M0.08%+37313F-HRTimelineGroup
Kagan Cocozza Asset Management25,444$2.66M2.17%+1,22213F-HRTimeline
360 Financial, Inc.25,140$2.63M0.96%+1,87813F-HRTimeline
Black Diamond Financial, LLC25,095$2.62M0.39%-14513F-HRTimeline
Greenwich Wealth Management LLC25,060$2.62M0.2%-2813F-HRTimeline
Foundation Wealth Management, LLC\PA24,959$2.61M1.24%-15313F-HRTimeline
WEALTH ALLIANCE, LLC24,925$2.61M0.32%-58613F-HRTimeline
CVA Family Office, LLC24,876$2.6M0.4%-47,29713F-HRTimeline
Bryn Mawr Trust Advisors, LLC24,851$2.6M0.16%-8,78913F-HRTimeline
Fortress Financial Solutions, LLC24,740$2.59M3.74%+44513F-HRTimeline
Granite FO LLC24,730$2.59M1.47%+1,58013F-HRTimeline
Klaas Financial Asset Advisors, LLC24,655$2.58M0.44%-1,64213F-HRTimeline
Fjell Capital, LLC24,582$2.57M2.61%+85213F-HRTimeline
WealthCare Investment Partners, LLC27,142$2.56M1.09%+99513F-HRTimeline
Montis Financial, LLC24,413$2.55M0.75%-6,55113F-HRTimeline
Wiser Wealth Management, Inc24,412$2.55M0.72%+1,81813F-HRTimeline
Southeast Asset Advisors, LLC24,403$2.55M0.31%+813F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.24,393$2.55M1.46%+7213F-HRTimeline
Sage Financial Management Group, Inc.24,352$2.55M0.92%-65813F-HRTimeline
Foundations Investment Advisors, LLC24,344$2.55M0.05%-1,31513F-HRTimeline
NIXON PEABODY TRUST CO24,240$2.53M0.22%-4413F-HRTimeline
Pinnacle Wealth Planning Services, Inc.24,221$2.53M0.38%-17013F-HRTimeline
Olistico Wealth, LLC24,174$2.53M1.56%+1,09413F-HRTimeline
Mechanics Bank Trust Department23,898$2.5M0.34%-2,01213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH23,850$2.49M0.8%013F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC23,842$2.49M0.46%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST23,829$2.49M0.28%-1,39013F-HRTimeline
WealthShield Partners, LLC23,817$2.49M0.32%+3,83313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC23,728$2.48M1.13%+4013F-HRTimeline
American State Bank (Iowa)23,694$2.48M1.49%+1,25613F-HRTimeline
Goldstone Financial Group, LLC23,686$2.48M0.37%-32,64313F-HRTimeline
Sepio Capital, LP23,678$2.48M0.2%-6413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP23,635$2.47M0.23%+3,74413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.23,582$2.47M0.03%+2,27913F-HRTimelineGroup
Narwhal Capital Management23,562$2.46M0.22%013F-HRTimeline
Narus Financial Partners, LLC23,510$2.46M0.84%-1,60513F-HRTimeline
CENTAURUS FINANCIAL, INC.23,431$2.45M0.15%-11413F-HRTimeline
United Community Bankin group United Community Bank23,408$2.45M0.91%+4,47113F-HRTimelineGroup
Simplify Asset Management Inc.23,346$2.44M0.11%+4,06613F-HRTimeline
Westside Investment Management, Inc.23,312$2.44M0.52%+1,00513F-HRTimeline
CRA Financial Services, LLC23,234$2.43M0.42%-75213F-HRTimeline
Tradition Wealth Management, LLC23,228$2.43M0.21%-20013F-HRTimeline
1248 Management, LLC23,393$2.43M1.04%+26513F-HR/ATimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC23,189$2.42M0.02%+8,66513F-HRTimeline
Woodside Wealth Management LLC23,188$2.42M2.25%13F-HRTimeline
Glen Eagle Advisors, LLC23,172$2.42M0.4%+11313F-HRTimeline
Armbruster Capital Management, Inc.23,100$2.42M0.48%-76513F-HRTimeline
Providence Capital Advisors, LLC23,089$2.41M0.5%+34313F-HRTimeline
Diversified Portfolios, Inc.23,058$2.41M0.25%+2,75913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC23,034$2.41M0.79%+23,02913F-HRTimeline
Arete Wealth Advisors, LLC23,031$2.41M0.18%-40,09513F-HRTimeline
Veracity Capital LLC23,000$2.41M0.94%+1,39413F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…22,965$2.4M0.87%+33913F-HRTimeline
DOHJ, LLC22,955$2.4M0.55%-28613F-HRTimeline
Second Line Capital, LLC22,929$2.4M0.62%new13F-HRTimeline
RVW Wealth, LLC22,807$2.38M0.22%-6,95413F-HRTimeline
CM WEALTH ADVISORS LLC22,797$2.38M0.76%+7513F-HRTimeline
Santori & Peters, Inc.22,779$2.38M0.96%-66013F-HRTimeline
Pinnacle Bancorp, Inc.22,686$2.37M0.77%-34813F-HRTimeline
DAVIS R M INC22,530$2.36M0.05%+93913F-HRTimeline
HUB Investment Partners, LLC22,431$2.35M0.09%-2,65813F-HRTimeline
Ullmann Wealth Partners Group, LLC22,407$2.34M0.31%+6813F-HRTimeline
Quest 10 Wealth Builders, Inc.21,708$2.33M2.49%-56213F-HRTimeline
TRUE Private Wealth Advisors22,252$2.33M0.28%+50813F-HRTimeline
Forefront Wealth Partners, LLC22,250$2.33M1.58%-79313F-HRTimeline
United Advisor Group, LLC22,226$2.32M0.48%+2,65913F-HRTimeline
ABLE Financial Group, LLC22,176$2.32M0.65%-1,31113F-HRTimeline
VeraBank, N.A.22,135$2.31M0.65%+30313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC22,059$2.31M0.64%+41513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC22,018$2.3M0.1%+9,93713F-HRTimelineGroup
Midwest Professional Planners, LTD.21,994$2.3M0.72%-21,96213F-HRTimeline
Talisman Wealth Advisors LLC21,992$2.3M2.36%-1,99713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,971$2.3M<0.01%-34,75513F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV21,857$2.29M1.05%+5413F-HRTimeline
DecisionMap Wealth Management, LLC21,855$2.29M1.74%+4,64013F-HRTimeline
Delta Financial Group, Inc.21,003$2.27M0.52%+1,15013F-HRTimeline
McGlone Suttner Wealth Management, Inc.21,666$2.27M0.37%-96413F-HRTimeline
CULBERTSON A N & CO INC21,646$2.26M0.36%+89013F-HRTimeline
Heartwood Wealth Advisors LLC21,540$2.25M0.26%+16,51713F-HRTimeline
AAF Wealth Management, LLC21,513$2.25M1.21%-10,55013F-HRTimeline
Wolf Group Capital Advisors21,509$2.25M0.76%+2,91613F-HRTimeline
Dana Investment Advisors, Inc.21,322$2.23M0.08%-73713F-HRTimeline
Composition Wealth, LLC21,315$2.23M0.04%-1,70113F-HRTimeline
NOVEM GROUP21,272$2.22M0.31%+56713F-HRTimeline
Peterson Wealth Advisors, LLC23,801$2.22M0.43%+1,13413F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …21,187$2.22M0.45%+28613F-HRTimeline
Invera Wealth Advisors, LLC21,123$2.21M1.43%new13F-HR/ATimeline
PFG Investments, LLC21,096$2.21M0.14%-4,51213F-HRTimeline
LPF Advisors LLC21,089$2.21M1.81%+2,41413F-HRTimeline
Tranquility Partners, LLC21,086$2.2M0.85%+41213F-HRTimeline
Lewis Asset Management, LLC21,061$2.2M1.82%-3,55713F-HRTimeline
Secure Asset Management, LLC21,009$2.2M0.44%+1,31013F-HRTimeline
Stonegate Investment Group, LLC20,954$2.19M0.06%+4,92113F-HRTimeline
Central Pacific Bank - Trust Division20,943$2.19M0.3%+3,74213F-HRTimeline
SHUFRO ROSE & CO LLC20,861$2.18M0.17%-3,38313F-HRTimeline
Schechter Investment Advisors, LLC20,844$2.18M0.18%+13,64013F-HRTimeline
Smartleaf Asset Management LLC20,936$2.18M0.21%-57913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding20,790$2.18M+5,055Timeline
Plancorp, LLC20,780$2.17M0.09%+1,69613F-HRTimeline
RoundAngle Advisors LLC20,764$2.17M1.99%+28813F-HRTimeline
VIAWEALTH, LLC20,752$2.17M1.34%+2313F-HRTimeline
Municipal Employees' Retirement System …20,736$2.17M0.03%013F-HRTimeline
Visionary Wealth Advisors20,663$2.16M0.13%+3,48313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD20,486$2.14M0.01%013F-HRTimelineGroup
Kathmere Capital Management, LLC20,461$2.14M0.18%+7,97613F-HRTimeline
Legacies Wealth LLC20,426$2.14M1.58%013F-HRTimeline
Evanson Asset Management, LLC20,344$2.13M0.15%-1,66313F-HRTimeline
MEANS INVESTMENT CO., INC.20,328$2.13M0.23%-21,73913F-HRTimeline
Elm Partners Management LLC20,321$2.12M0.11%+62513F-HR/ATimeline
Arvest Bank Trust Division20,227$2.12M0.13%new13F-HRTimeline
CHAPIN DAVIS, INC.20,198$2.11M0.72%-41313F-HRTimeline
HARMONY ASSET MANAGEMENT LLC20,172$2.11M0.89%-1,49713F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC20,170$2.11M0.33%+5,09013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC20,101$2.1M0.19%-6,47713F-HR/ATimeline
LOCKERMAN FINANCIAL GROUP, INC.20,098$2.1M3.18%-1613F-HRTimeline
BridgePort Financial Solutions, LLC20,057$2.1M0.95%+3,09213F-HRTimeline
Park Place Capital Corp20,009$2.09M0.57%-24,09613F-HRTimeline
COWA, LLC19,999$2.09M0.89%-40813F-HRTimeline
Revolve Wealth Partners, LLC19,984$2.09M0.3%-13213F-HRTimeline
PITCAIRN COin group PITCAIRN CO19,933$2.08M0.13%-45113F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC19,854$2.08M1%-7613F-HRTimeline
Novak & Powell Financial Services, Inc.19,849$2.08M1.29%-1,52913F-HRTimeline
Mine & Arao Wealth Creation & Managemen…19,832$2.07M1.01%-10713F-HRTimeline
Caprock Group, LLC19,805$2.07M0.06%+4,98613F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.19,744$2.06M1.4%-4,56313F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC19,634$2.05M1.09%+1,54713F-HRTimeline
Guardian Asset Advisors, LLC19,522$2.04M1.33%+71713F-HRTimeline
Joel Isaacson & Co., LLC19,467$2.04M0.09%-21813F-HRTimeline
Family Office Research LLC19,447$2.03M0.99%+44513F-HRTimeline
Ellevest, Inc.19,433$2.03M0.14%-23213F-HRTimeline
Carrera Capital Advisors19,418$2.03M0.45%-1,63513F-HRTimeline
O'Brien Greene & Co. Inc19,399$2.03M0.68%-1,05013F-HRTimeline
WCG Wealth Advisors LLC19,365$2.03M0.15%-2,00313F-HR/ATimeline
Autumn Glory Partners, LLC19,299$2.02M1%013F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC19,249$2.01M1.16%+8513F-HRTimeline
SOL Capital Management CO19,243$2.01M0.22%+22013F-HRTimeline
Missouri Trust & Investment Co19,173$2M0.7%-84513F-HRTimeline
RiverGlades Family Offices LLC19,113$2M1.44%+1113F-HRTimeline
WORLD EQUITY GROUP, INC.18,862$1.98M0.57%-19,33013F-HRTimeline
Lineweaver Wealth Advisors, LLC18,896$1.98M0.34%+32913F-HRTimeline
Ascent Capital Management, LLC18,899$1.98M1.99%+39213F-HRTimeline
STALEY CAPITAL ADVISERS INC18,888$1.98M0.09%+6,07613F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…18,815$1.97M0.01%-67813F-HRTimelineGroup
Roberts Wealth Advisors, LLC18,794$1.97M0.61%-2,59413F-HRTimeline
GAMMA Investing LLC18,689$1.95M0.15%+1,04113F-HR/ATimeline
Verity Asset Management, Inc.18,690$1.95M0.8%+8,94513F-HRTimeline
Tilson Financial Group, Inc.18,650$1.95M0.77%-29413F-HRTimeline
Arcus Capital Partners, LLC18,626$1.95M0.78%-1,63713F-HRTimeline
Harbour Capital Advisors, LLC19,673$1.95M0.48%+1,91013F-HRTimeline
Compton Financial Group, LLC18,597$1.94M0.56%-165,88113F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC18,566$1.94M1.11%-81013F-HRTimeline
Obermeyer Wealth Partners18,510$1.94M0.1%+1,49113F-HRTimeline
Moloney Securities Asset Management, LLC18,508$1.94M0.26%+1,07313F-HRTimeline
Armstrong, Fleming & Moore, Inc18,443$1.93M2.33%new13F-HRTimeline
DELTA FINANCIAL ADVISORS LLC18,390$1.92M0.72%+113F-HRTimeline
JSF Financial, LLC18,379$1.92M0.51%-30,89113F-HRTimeline
Kohmann Bosshard Financial Services, LLC18,370$1.92M0.23%+11913F-HRTimeline
BRADY FAMILY WEALTH, LLC18,288$1.91M0.61%-92313F-HRTimeline
NAPATREE CAPITAL LLC18,284$1.91M1.08%+1,34713F-HRTimeline
Core Wealth Advisors, Inc.18,226$1.91M0.61%-1713F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…18,212$1.9M0.51%-37213F-HRTimeline
Mascagni Wealth Management, Inc.18,198$1.9M1.89%013F-HR/ATimeline
Busey Bank18,108$1.89M0.06%-68013F-HRTimeline
GWN SECURITIES INC.17,829$1.89M0.11%+15,66713F-HRTimeline
WOODSTOCK CORP18,041$1.89M0.19%+2,70513F-HRTimeline
KOM Wealth Management Group, LLC18,026$1.89M1.65%-48,30613F-HRTimeline
SBI Securities Co., Ltd.18,014$1.88M0.06%-3413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,964$1.88M<0.01%+8,02513F-HRTimelineGroup
MACROVIEW INVESTMENT MANAGEMENT LLC17,932$1.88M1.77%+59913F-HRTimeline
Corrigan Financial, Inc.17,796$1.86M0.38%-26713F-HRTimeline
Endowment Wealth Management, Inc.17,728$1.85M1.19%+2,36113F-HRTimeline
RDA Financial Network17,728$1.85M0.55%-10213F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC17,687$1.85M1.85%+1,75213F-HRTimeline
First County Bank /CT/17,684$1.85M1.02%+27513F-HRTimeline
Convergence Financial, LLC17,661$1.85M0.36%-21,97813F-HRTimeline
SWP FINANCIAL LLC17,659$1.85M1.13%-49313F-HRTimeline
Capital Advisors, Ltd. LLC17,631$1.84M0.24%+47113F-HRTimeline
Compass Wealth Management LLC17,628$1.84M0.47%-4513F-HRTimeline
Pines Wealth Management, LLC20,327$1.84M0.85%+7,94913F-HRTimeline
Astra Wealth Partners LLC17,593$1.84M1.76%-57113F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT17,584$1.84M0.08%+4113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…17,538$1.83M0.68%+6,58513F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT17,516$1.83M0.12%+26513F-HRTimeline
Flavin Financial Services, Inc.17,381$1.82M1.67%+87713F-HR/ATimeline
BIRCH FINANCIAL GROUP, LLC17,335$1.81M1.61%+11,53313F-HRTimeline
Veridan Wealth LLC17,293$1.81M0.82%+1,84113F-HRTimeline
Carr Financial Group Corp17,189$1.8M0.59%-6,41913F-HRTimeline
Ethos Financial Group, LLC16,414$1.79M0.17%-9913F-HRTimeline
TruNorth Capital Management, LLC17,143$1.79M0.45%+22313F-HRTimeline
Balentine LLC17,140$1.79M0.08%+4,17113F-HRTimeline
STEPH & CO17,094$1.79M0.64%+20613F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.17,059$1.78M1.65%+3413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management16,892$1.77M0.28%13F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC16,865$1.76M0.27%new13F-HRTimeline