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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
Forefront Wealth Partners, LLC23,043$2.66M1.82%+79313F-HRTimeline
Pinnacle Wealth Planning Services, Inc.24,260$2.65M0.35%+3913F-HRTimeline
Municipal Employees' Retirement System …24,129$2.64M0.03%+3,39313F-HRTimeline
NorthRock Partners, LLC24,083$2.63M0.07%-1,82113F-HR/ATimeline
Westside Investment Management, Inc.23,977$2.62M0.49%+66513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.23,960$2.62M0.13%-7,08313F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH23,850$2.61M0.82%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC23,785$2.6M0.32%-3,48013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST23,758$2.6M0.27%-7113F-HRTimeline
Newman Dignan & Sheerar, Inc.23,732$2.59M0.6%-2,21713F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …23,587$2.58M0.5%+2,40013F-HRTimeline
CENTAURUS FINANCIAL, INC.23,465$2.56M0.15%+3413F-HRTimeline
Keystone Financial Group23,288$2.56M0.23%-2,85913F-HRTimeline
Greenwich Wealth Management LLC23,277$2.54M0.12%-1,78313F-HRTimeline
Argyle Capital Partners, LLC23,273$2.54M2.1%-6,74713F-HRTimeline
DecisionMap Wealth Management, LLC23,260$2.54M1.74%+1,40513F-HRTimeline
Santori & Peters, Inc.23,234$2.54M0.92%+45513F-HRTimeline
Foundation Wealth Management, LLC\PA23,209$2.54M1.1%-1,75013F-HRTimeline
CENTRAL BANK & TRUST CO23,208$2.54M0.41%-7,37913F-HRTimeline
AMARA FINANCIAL, LLC.23,172$2.53M2.23%-22,24513F-HRTimeline
Tradition Wealth Management, LLC23,170$2.53M0.2%-5813F-HRTimeline
Woodside Wealth Management LLC23,142$2.53M2.18%-4613F-HRTimeline
AE Wealth Management LLC23,133$2.53M0.02%-29,35613F-HRTimeline
Soundwatch Capital LLC10,444$2.53M0.45%+7,58613F-HRTimeline
1248 Management, LLC23,128$2.53M0.93%-26513F-HRTimeline
SYON CAPITAL LLC23,122$2.53M0.17%-56,50013F-HRTimeline
Armbruster Capital Management, Inc.23,100$2.52M0.46%013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV23,094$2.52M1.09%+1,23713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC23,049$2.52M1.03%-67913F-HRTimeline
CRA Financial Services, LLC22,936$2.51M0.38%-29813F-HRTimeline
Glen Eagle Advisors, LLC22,778$2.49M0.38%-39413F-HRTimeline
Black Diamond Financial, LLC22,764$2.49M0.39%-2,33113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …22,208$2.46M<0.01%-120,97313F-HRTimelineGroup
Rothschild Wealth LLC22,534$2.46M0.6%+6,95513F-HRTimeline
HUB Investment Partners, LLC22,479$2.46M0.09%+4813F-HRTimeline
CULBERTSON A N & CO INC22,435$2.45M0.38%+78913F-HRTimeline
RVW Wealth, LLC22,370$2.44M0.21%-43713F-HRTimeline
Lewis Asset Management, LLC22,352$2.44M1.15%+1,29113F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/22,316$2.44M0.12%+8,96113F-HRTimeline
Midwest Professional Planners, LTD.22,294$2.44M0.64%+30013F-HRTimeline
Balentine LLC22,259$2.43M0.09%+5,11913F-HRTimeline
VeraBank, N.A.22,132$2.42M0.49%-313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC21,972$2.4M<0.01%-50,08613F-HR/ATimelineGroup
Smartleaf Asset Management LLC21,893$2.4M0.21%+95713F-HRTimeline
Secure Asset Management, LLC21,927$2.4M0.45%+91813F-HRTimeline
Arvest Bank Trust Division21,823$2.39M0.14%+1,59613F-HRTimeline
Clear Creek Financial Management, LLC21,761$2.38M0.23%+5,09813F-HRTimeline
Pines Wealth Management, LLC21,027$2.38M0.84%+70013F-HRTimeline
Harbour Capital Advisors, LLC21,119$2.38M0.5%+1,44613F-HRTimeline
McGlone Suttner Wealth Management, Inc.21,687$2.37M0.36%+2113F-HRTimeline
Quest 10 Wealth Builders, Inc.21,686$2.37M2.31%-2213F-HRTimeline
Pinnacle Bancorp, Inc.21,570$2.36M0.73%-1,11613F-HRTimeline
Bryn Mawr Trust Advisors, LLC21,544$2.35M0.13%-3,30713F-HRTimeline
Endowment Wealth Management, Inc.21,435$2.34M1.21%+3,70713F-HRTimeline
DAVIS R M INC21,344$2.33M0.04%-1,18613F-HRTimeline
BridgePort Financial Solutions, LLC21,279$2.33M0.77%+1,22213F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC21,175$2.31M0.58%-88413F-HRTimeline
Ullmann Wealth Partners Group, LLC21,163$2.31M0.27%-1,24413F-HRTimeline
NOVEM GROUP21,157$2.31M0.29%-11513F-HRTimeline
Guardian Asset Advisors, LLC21,096$2.31M1.32%+1,57413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC21,042$2.3M0.2%-5,59313F-HRTimeline
Invera Wealth Advisors, LLC21,018$2.3M1.5%-10513F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding19,995$2.29M+4,036Timeline
BIRCH FINANCIAL GROUP, LLC20,883$2.28M1.83%+3,54813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC20,862$2.28M0.02%-2,32713F-HRTimeline
Plancorp, LLC20,827$2.28M0.08%+4713F-HRTimeline
Tranquility Partners, LLC20,803$2.27M0.81%-28313F-HRTimeline
VIAWEALTH, LLC20,777$2.27M1.34%+2513F-HRTimeline
Laird Norton Wetherby Wealth Management…20,749$2.27M0.1%13F-HRTimeline
CM WEALTH ADVISORS LLC20,730$2.27M0.67%-2,06713F-HRTimeline
Intrua Financial, LLC20,727$2.27M0.33%-7,59713F-HRTimeline
RoundAngle Advisors LLC20,708$2.26M1.89%-5613F-HRTimeline
TruNorth Capital Management, LLC20,702$2.26M0.5%+3,55913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC20,695$2.26M0.16%-5,99613F-HRTimeline
Visionary Wealth Advisors20,596$2.25M0.11%-6713F-HRTimeline
Narwhal Capital Management20,563$2.25M0.18%-2,99913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding20,267$2.23M-523Timeline
CHAPIN DAVIS, INC.20,321$2.22M0.61%+12313F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD20,315$2.22M0.01%-17113F-HRTimelineGroup
Talisman Wealth Advisors LLC20,261$2.21M2.02%-1,73113F-HRTimeline
Family Office Research LLC20,254$2.21M1.05%+80713F-HRTimeline
Evanson Asset Management, LLC20,186$2.21M0.14%-15813F-HRTimeline
Elm Partners Management LLC20,093$2.2M0.1%-22813F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,089$2.2M<0.01%+2,12513F-HRTimelineGroup
DOHJ, LLC22,388$2.19M0.64%-56713F-HRTimeline
Joel Isaacson & Co., LLC19,986$2.18M0.09%+51913F-HRTimeline
GAMMA Investing LLC19,973$2.18M0.14%+1,28413F-HRTimeline
SHUFRO ROSE & CO LLC20,845$2.18M0.18%-1613F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.19,943$2.18M2.93%-15513F-HRTimeline
PITCAIRN COin group PITCAIRN CO19,933$2.18M0.14%013F-HR/ATimelineGroup
Revolve Wealth Partners, LLC19,922$2.18M0.28%-6213F-HRTimeline
Mine & Arao Wealth Creation & Managemen…19,740$2.16M0.96%-9213F-HRTimeline
FINANCIAL COUNSELORS INC19,706$2.15M3.05%-250,58813F-HRTimeline
Dana Investment Advisors, Inc.19,627$2.15M0.07%-1,69513F-HRTimeline
Kathmere Capital Management, LLC19,623$2.14M0.17%-83813F-HRTimeline
HRT FINANCIAL LP19,556$2.14M0.01%+15,08213F-HRTimeline
Second Line Capital, LLC19,444$2.12M0.49%-3,48513F-HRTimeline
RiverGlades Family Offices LLC19,433$2.12M1.39%+32013F-HRTimeline
Mechanics Bank Trust Department19,379$2.12M0.3%-4,51913F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC19,328$2.11M0.3%-84213F-HRTimeline
TRUE Private Wealth Advisors19,297$2.11M0.24%-2,95513F-HRTimeline
Sage Financial Management Group, Inc.19,301$2.11M0.73%-5,05113F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC19,241$2.1M1.06%-813F-HRTimeline
St. Louis Financial Planners Asset Mana…19,239$2.1M1.6%new13F-HRTimeline
MEANS INVESTMENT CO., INC.19,210$2.1M0.2%-1,11813F-HRTimeline
Leverty Financial Group, LLC19,201$2.1M0.63%+6,66013F-HRTimeline
Astra Wealth Partners LLC19,150$2.09M1.69%+1,55713F-HRTimeline
Peterson Wealth Advisors, LLC19,138$2.09M0.35%-4,66313F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…19,132$2.09M0.01%+31713F-HRTimelineGroup
O'Brien Greene & Co. Inc19,126$2.09M0.68%-27313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC19,125$2.09M0.22%+2,76013F-HRTimelineGroup
Arete Wealth Advisors, LLC19,103$2.09M0.15%-3,92813F-HRTimeline
Narus Financial Partners, LLC19,103$2.09M0.65%-4,40713F-HRTimeline
David J Yvars Group19,067$2.08M1.22%+11,26413F-HRTimeline
Stonegate Investment Group, LLC19,033$2.08M0.05%-1,92113F-HRTimeline
Autumn Glory Partners, LLC19,013$2.08M0.97%-28613F-HRTimeline
SOL Capital Management CO19,008$2.08M0.2%-23513F-HRTimeline
STALEY CAPITAL ADVISERS INC18,991$2.08M0.09%+10313F-HRTimeline
WORLD EQUITY GROUP, INC.18,900$2.07M0.56%+3813F-HRTimeline
United Community Bankin group United Community Bank18,867$2.06M0.71%-4,54113F-HRTimelineGroup
SHELTON WEALTH MANAGEMENT, LLC18,866$2.06M1.04%+30013F-HRTimeline
Convergence Financial, LLC18,865$2.06M0.35%+1,20413F-HRTimeline
Roberts Wealth Advisors, LLC18,794$2.05M0.59%013F-HRTimeline
JSF Financial, LLC18,788$2.05M0.49%+40913F-HRTimeline
Lionsbridge Wealth Management LLC18,784$2.05M2.04%+2,50913F-HRTimeline
Coppell Advisory Solutions LLC18,685$2.05M0.24%new13F-HR/ATimeline
WCG Wealth Advisors LLC18,577$2.03M0.13%-78813F-HRTimeline
Busey Bank18,567$2.03M0.06%+45913F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC18,549$2.03M1.66%+61713F-HRTimeline
Hilltop National Bank18,450$2.02M0.53%13F-HRTimeline
Independent Family Office, LLC17,849$2M0.93%+3,46313F-HRTimeline
STEPH & CO18,294$2M0.65%+1,20013F-HRTimeline
Franklin, Parlapiano, Turner & Welch, L…18,212$1.99M0.52%013F-HRTimeline
Missouri Trust & Investment Co18,173$1.99M0.65%-1,00013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC18,172$1.99M0.08%-3,84613F-HRTimelineGroup
SENTINEL WEALTH MANAGEMENT, INC.18,039$1.97M1.85%13F-HR/ATimeline
Core Wealth Advisors, Inc.17,995$1.97M0.57%-23113F-HRTimeline
Obermeyer Wealth Partners17,916$1.96M0.1%-59413F-HRTimeline
SBI Securities Co., Ltd.17,900$1.96M0.06%-11413F-HRTimeline
DELTA FINANCIAL ADVISORS LLC17,887$1.95M0.69%-50313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC17,866$1.95M0.15%-2,23513F-HRTimeline
Ascent Capital Management, LLC17,850$1.95M1.73%-1,04913F-HRTimeline
LOM Asset Management Ltd17,778$1.94M0.66%13F-HR/ATimeline
Bison Wealth, LLC17,253$1.94M0.15%+4,92013F-HRTimeline
Affinity Capital Advisors, LLC17,714$1.94M0.33%-70413F-HRTimeline
Legacies Wealth LLC17,711$1.94M1.29%-2,71513F-HRTimeline
BRADY FAMILY WEALTH, LLC17,708$1.94M0.6%-58013F-HRTimeline
SWP FINANCIAL LLC17,662$1.93M1.06%+313F-HRTimeline
Kohmann Bosshard Financial Services, LLC17,620$1.93M0.21%-75013F-HRTimeline
CORA CAPITAL ADVISORS LLC17,493$1.91M0.85%-2,36113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…17,483$1.91M0.64%-5513F-HRTimeline
RDA Financial Network17,451$1.91M0.52%-27713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV17,354$1.9M0.38%+1,42313F-HRTimeline
Samalin Investment Counsel, LLC17,342$1.9M0.73%+2,71113F-HRTimeline
Central Pacific Bank - Trust Division17,271$1.89M0.24%-3,67213F-HRTimeline
Capital Advisors, Ltd. LLC17,194$1.88M0.23%-43713F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.17,099$1.87M1.61%+4013F-HRTimeline
Great Diamond Partners, LLC17,087$1.87M0.39%+11,61213F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT17,029$1.86M0.12%-48713F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP16,846$1.84M1.19%+1,21113F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…16,824$1.84M0.13%+7913F-HRTimeline
First County Bank /CT/16,809$1.84M0.99%-87513F-HRTimeline
Sunburst Financial Group, LLC16,699$1.83M0.41%-6413F-HRTimeline
High Net Worth Advisory Group LLC16,594$1.81M0.48%-25113F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC16,575$1.81M0.6%+1,63913F-HRTimeline
Mascagni Wealth Management, Inc.16,567$1.81M1.54%-1,63113F-HRTimeline
Cadence Bank16,550$1.81M0.12%-1313F-HRTimeline
PFG Investments, LLC16,514$1.8M0.11%-4,58213F-HRTimeline
Zhang Financial LLC16,457$1.8M0.08%+38313F-HRTimeline
North Berkeley Wealth Management, LLC16,434$1.8M1.65%+3,29813F-HRTimeline
Arcus Capital Partners, LLC16,425$1.8M0.78%-2,20113F-HRTimeline
Flavin Financial Services, Inc.16,390$1.79M1.74%-99113F-HR/ATimeline
Compass Wealth Management LLC16,331$1.78M0.43%-1,29713F-HRTimeline
Accurate Wealth Management, LLC15,611$1.78M0.27%+22413F-HRTimeline
Valley Financial Group, Inc.16,200$1.77M1.07%+1,17313F-HRTimeline
Joel Adams & Associates, Inc.16,194$1.77M1.57%-43713F-HRTimeline
Forza Wealth Management, LLC16,186$1.77M0.73%013F-HRTimeline
Quadcap Wealth Management, LLC16,183$1.77M0.22%-16213F-HRTimeline
BEARING POINT CAPITAL, LLC16,083$1.76M0.32%+6,28813F-HRTimeline
Grey Ledge Advisors, LLC16,021$1.75M0.43%-11813F-HRTimeline
Verdence Capital Advisors LLC15,977$1.75M0.12%+24013F-HRTimeline
ROMAN BUTLER FULLERTON & CO15,393$1.74M0.51%-2,04813F-HRTimeline
American State Bank (Iowa)15,830$1.73M0.96%-7,86413F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC15,833$1.73M<0.01%+5,01113F-HRTimelineGroup
Colorado Capital Management, Inc.15,798$1.73M0.74%-52113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management15,772$1.72M0.26%-1,12013F-HRTimelineGroup
WealthShield Partners, LLC15,765$1.72M0.21%-8,05213F-HRTimeline
Ethos Financial Group, LLC15,755$1.72M0.15%-65913F-HRTimeline
ABLE Financial Group, LLC15,749$1.72M0.42%-6,42713F-HRTimeline
Sepio Capital, LP15,696$1.72M0.12%-7,98213F-HRTimeline
Engineers Gate Manager LP15,682$1.71M0.02%new13F-HRTimeline
Alpha Wealth Funds, LLC15,597$1.7M1.59%-28813F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.15,556$1.7M0.12%+44213F-HRTimelineGroup
SOUTH PLAINS FINANCIAL, INC.15,476$1.69M1.19%+74513F-HRTimeline
Penobscot Investment Management Company…15,475$1.69M0.14%-17613F-HRTimeline
Capital Squared Financial LLC15,384$1.68M1.96%13F-HRTimeline
New Republic Capital, LLC15,364$1.68M0.59%+37113F-HRTimeline
Carrera Capital Advisors15,309$1.67M0.34%-4,10913F-HRTimeline
REGATTA CAPITAL GROUP, LLC15,225$1.66M0.29%+7013F-HRTimeline
BlueSky Wealth Advisors, LLC15,192$1.66M0.24%-23313F-HRTimeline