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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
Core Wealth Advisors, Inc.18,243$2.1M0.69%-1113F-HRTimeline
Astra Wealth Partners LLC18,164$2.09M1.97%13F-HRTimeline
SWP FINANCIAL LLC18,152$2.09M1.26%-38,62313F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC18,087$2.08M1.07%+93413F-HRTimeline
Corrigan Financial, Inc.18,063$2.08M0.48%-25113F-HRTimeline
SBI Securities Co., Ltd.18,048$2.08M0.06%13F-HRTimeline
ROMAN BUTLER FULLERTON & CO33,436$2.08M0.66%013F-HRTimeline
Harbour Capital Advisors, LLC17,763$2.06M0.46%+1,12513F-HRTimeline
RDA Financial Network17,830$2.05M0.6%-26313F-HRTimeline
Moors & Cabot, Inc.17,798$2.05M0.1%+1,69213F-HRTimeline
Brio Consultants, LLC17,791$2.05M0.32%-313F-HRTimeline
Compass Wealth Management LLC17,673$2.04M0.49%-74913F-HRTimeline
GAMMA Investing LLC17,648$2.03M0.17%+92213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT17,543$2.02M0.08%+5,17413F-HRTimeline
Rockwood Wealth Management, LLC17,545$2.02M0.22%+68513F-HRTimeline
Moloney Securities Asset Management, LLC17,435$2.01M0.27%+79313F-HRTimeline
First County Bank /CT/17,409$2.01M1.12%+3,47513F-HRTimeline
Alpha Wealth Funds, LLC17,385$2M2.1%13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC17,333$2M2.03%+67213F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT17,251$1.99M0.12%-1,02713F-HRTimeline
FORTE ASSET MANAGEMENT LLC17,223$1.98M1.05%+6,73113F-HRTimeline
Sunburst Financial Group, LLC17,219$1.98M0.49%-20513F-HRTimeline
DecisionMap Wealth Management, LLC17,215$1.98M1.57%13F-HRTimeline
Central Pacific Bank - Trust Division17,201$1.98M0.26%+2,14913F-HRTimeline
Visionary Wealth Advisors17,180$1.98M0.12%+49013F-HRTimeline
Capital Advisors, Ltd. LLC17,160$1.98M0.25%+10813F-HRTimeline
Colorado Capital Management, Inc.17,151$1.98M0.96%-2,52413F-HRTimeline
Verdence Capital Advisors LLC17,140$1.97M0.16%-1,01013F-HRTimeline
River Wealth Advisors LLC17,078$1.97M0.26%+19413F-HRTimeline
FRG Family Wealth Advisors LLC17,076$1.97M0.36%+41513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC17,073$1.97M0.04%+1,02313F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.17,025$1.96M1.78%-52013F-HRTimeline
Obermeyer Wealth Partners17,019$1.96M0.1%+1013F-HRTimeline
Grey Ledge Advisors, LLC16,996$1.96M0.51%-27713F-HRTimeline
Rothschild Wealth LLC16,944$1.95M0.57%-59,16413F-HRTimeline
NAPATREE CAPITAL LLC16,937$1.95M1.15%+5,43113F-HRTimeline
Accurate Wealth Management, LLC17,244$1.95M0.37%+1,48313F-HRTimeline
Joel Adams & Associates, Inc.16,922$1.95M1.77%13F-HRTimeline
TruNorth Capital Management, LLC16,920$1.95M0.53%-33813F-HRTimeline
STEPH & CO16,888$1.95M0.66%-62613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…16,817$1.94M0.14%-14,36613F-HRTimeline
Quadcap Wealth Management, LLC16,711$1.93M0.28%-1,16113F-HRTimeline
Weil Company, Inc.16,708$1.93M0.67%+1,37713F-HRTimeline
Financial Partners Group, Inc16,638$1.92M0.28%+1,50613F-HRTimeline
Mascagni Wealth Management, Inc.18,198$1.9M1.89%13F-HR/ATimeline
Ethos Financial Group, LLC16,513$1.9M0.25%+9,30313F-HRTimeline
Flavin Financial Services, Inc.16,504$1.9M1.81%13F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.16,383$1.89M0.13%+14613F-HRTimelineGroup
BridgePort Financial Solutions, LLC16,965$1.88M0.85%13F-HRTimeline
Forza Wealth Management, LLC16,186$1.86M0.85%+1,77213F-HRTimeline
Aaron Wealth Advisors LLC16,157$1.86M0.22%+2,61513F-HRTimeline
REGATTA CAPITAL GROUP, LLC16,155$1.86M0.36%-1,09313F-HRTimeline
CADINHA & CO LLC16,084$1.85M0.31%+4,03013F-HRTimeline
Wolf Group Capital Advisors18,593$1.85M0.9%013F-HRTimeline
Zhang Financial LLC16,035$1.85M0.11%+40613F-HRTimeline
Stonegate Investment Group, LLC16,033$1.85M0.05%-3,71013F-HRTimeline
Portland Global Advisors LLC16,021$1.85M0.23%-51913F-HRTimeline
Scissortail Wealth Management, LLC15,947$1.84M0.47%+15,79013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC15,935$1.84M1.83%13F-HRTimeline
BlueSky Wealth Advisors, LLC15,893$1.83M0.29%-2,06213F-HRTimeline
Watchman Group, Inc.15,863$1.83M0.48%-7,50313F-HRTimeline
High Net Worth Advisory Group LLC15,838$1.82M0.51%+28313F-HRTimeline
Concentrum Wealth Management15,824$1.82M0.64%+11,27113F-HRTimeline
Manhattan West Asset Management, LLC15,804$1.82M0.49%-1513F-HRTimeline
SeaBridge Investment Advisors LLC15,742$1.81M0.38%+2,07213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC15,740$1.81M0.36%-1713F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding15,735$1.81M-87Timeline
Ocean Park Asset Management, LLC15,727$1.81M0.06%+3,42213F-HRTimeline
Baldwin Investment Management, LLC15,720$1.81M0.24%-2,20013F-HRTimeline
Veridan Wealth LLC15,452$1.81M0.85%13F-HRTimeline
Penobscot Investment Management Company…15,651$1.8M0.16%-1,44013F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC15,583$1.8M0.07%+2,60513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC15,574$1.79M0.23%-8213F-HRTimeline
Goldstein Advisors, LLC15,402$1.77M0.26%+58213F-HRTimeline
Endowment Wealth Management, Inc.15,367$1.77M1.19%+7,55713F-HRTimeline
TFC Financial Management, Inc.15,347$1.77M0.28%+23113F-HRTimeline
WOODSTOCK CORP15,336$1.77M0.17%-18013F-HRTimeline
Valley Financial Group, Inc.15,327$1.77M1.23%-69713F-HRTimeline
J. W. Coons Advisors, LLC15,323$1.77M0.45%-39013F-HRTimeline
St. Clair Advisors, LLC15,276$1.76M0.51%+24113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV15,188$1.75M0.4%+67413F-HRTimeline
Kellett Wealth Advisors, LLC15,167$1.75M1.2%+113F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC15,080$1.74M0.26%-50513F-HRTimeline
Lane & Associates LLC14,608$1.73M0.89%+9913F-HRTimeline
Kraft, Davis & Associates, LLC14,927$1.73M0.49%-8,59613F-HRTimeline
Darden Wealth Group Inc14,926$1.72M1.16%+1513F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC14,926$1.72M1.33%13F-HRTimeline
TFG Advisers LLC14,923$1.72M0.62%-113F-HRTimeline
Retirement Investment Advisors, Inc.14,909$1.72M0.18%-46813F-HRTimeline
Great Point Wealth Advisors, LLC14,904$1.72M0.38%-28613F-HRTimeline
PFG Advisors14,820$1.71M0.1%-2,19113F-HRTimeline
Caprock Group, LLC14,819$1.71M0.06%new13F-HRTimeline
Redwood Wealth Management Group, LLC14,794$1.7M0.83%-32213F-HRTimeline
Winthrop Capital Management, LLC14,719$1.69M0.45%new13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC14,684$1.69M0.1%-84013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.14,627$1.69M1.29%13F-HRTimeline
Tyche Wealth Partners LLC14,623$1.68M0.36%-40613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/14,614$1.68M0.09%+1,08813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC14,524$1.67M0.01%+2,69213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC14,509$1.67M0.61%+87713F-HRTimeline
New Republic Capital, LLC14,481$1.67M1.09%-6,18713F-HRTimeline
Foster Victor Wealth Advisors, LLC14,111$1.67M0.13%-1,06813F-HRTimeline
Sharkey, Howes & Javer14,405$1.66M0.23%+7,01713F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC14,393$1.66M1.06%-5,27813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC14,379$1.66M1.24%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC14,359$1.65M0.37%+10,50113F-HRTimeline
CONGRESS ASSET MANAGEMENT CO14,314$1.65M0.01%-3,84513F-HRTimeline
NAPA WEALTH MANAGEMENT14,255$1.64M0.71%+3,92613F-HRTimeline
General Partner, Inc.14,115$1.63M0.98%013F-HRTimeline
Anchor Investment Management, LLC14,063$1.62M0.15%+3,11013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC14,048$1.62M0.76%-7213F-HRTimeline
Clear Creek Financial Management, LLC14,034$1.62M0.17%-7,66813F-HRTimeline
Interchange Capital Partners, LLC14,031$1.62M0.59%-32813F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP14,022$1.62M1.09%13F-HRTimelineGroup
Lionsbridge Wealth Management LLC13,992$1.61M1.35%+1,99713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…13,825$1.59M0.09%+2,50813F-HRTimelineGroup
Independent Family Office, LLC13,823$1.59M0.83%+3,41013F-HRTimeline
Peak Asset Management, LLC13,810$1.59M0.29%013F-HRTimeline
Rathbones Group PLC13,801$1.59M0.01%+2,93613F-HRTimeline
Solstein Capital, LLC13,797$1.59M0.89%013F-HRTimeline
International Private Wealth Advisors L…13,661$1.57M1.57%+3,92113F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC13,656$1.57M2.03%-10913F-HRTimeline
Destiny Capital Corp/CO13,622$1.57M0.95%+81013F-HRTimeline
2UniFi Bank13,600$1.57M1.04%13F-HRTimeline
SIERRA SUMMIT ADVISORS LLC13,581$1.56M0.31%-1313F-HRTimeline
WP Advisors, LLC13,568$1.56M0.52%+13213F-HRTimeline
Cambridge Advisors Inc.13,538$1.56M0.35%-1,07113F-HRTimeline
RETIREMENT GUYS FORMULA LLC13,535$1.56M0.79%-4,36213F-HRTimeline
EASTERN BANK13,527$1.56M0.03%-14113F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,332$1.54M1.42%13F-HRTimeline
FIDUCIARY MANAGEMENT INC /WI/13,245$1.53M0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC13,227$1.52M0.18%-1,50313F-HRTimelineGroup
Thrive Wealth Management, LLC13,177$1.52M0.27%-1,11313F-HRTimeline
Mainstream Capital Management LLC13,171$1.52M1.06%-21013F-HRTimeline
Occidental Asset Management, LLC13,093$1.51M0.24%+8,76713F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.13,087$1.51M0.22%+68613F-HRTimeline
Allen Capital Group, LLC12,997$1.5M0.18%-15813F-HRTimeline
Claro Advisors Inc.12,976$1.5M0.2%+85113F-HRTimeline
Balentine LLC12,969$1.49M0.06%-513F-HRTimeline
AWM CAPITAL, LLC12,921$1.49M0.18%-10713F-HRTimeline
Peninsula Wealth, LLC12,896$1.49M0.25%-33713F-HRTimeline
Belpointe Asset Management LLC12,747$1.49M0.09%-7,61213F-HRTimeline
Compass Ion Advisors, LLC12,870$1.48M0.18%-14613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,870$1.48M<0.01%-195,99913F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.12,849$1.48M0.58%-27713F-HRTimeline
STALEY CAPITAL ADVISERS INC12,812$1.48M0.07%013F-HRTimeline
Nova R Wealth, Inc.12,812$1.48M0.74%+11713F-HRTimeline
Beckerman Institutional, LLC12,793$1.47M1.18%+91013F-HRTimeline
ROGCO, LP12,770$1.47M0.6%-1,26113F-HRTimeline
Fulton Bank, N.A.12,736$1.47M0.06%+94713F-HRTimeline
Capital Advisors Wealth Management, LLC12,720$1.47M0.26%+31613F-HRTimeline
Leverty Financial Group, LLC12,651$1.46M0.74%+5013F-HRTimeline
Clearwater Capital Advisors, LLC12,615$1.45M0.14%+49613F-HRTimeline
Rockport Wealth LLC12,591$1.45M0.65%-21513F-HRTimeline
LCNB CORP12,573$1.45M0.53%+1,00013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP12,531$1.44M0.04%+2,78413F-HRTimeline
Accredited Wealth Management, LLC12,524$1.44M1.26%13F-HRTimeline
Nelson Capital Management, LLC12,492$1.44M0.24%-813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.12,488$1.44M0.43%013F-HRTimeline
Kathmere Capital Management, LLC12,485$1.44M0.13%+8,41513F-HRTimeline
Fort Point Capital Partners LLC12,453$1.43M0.16%+1,91813F-HRTimeline
North Berkeley Wealth Management, LLC12,440$1.43M1.46%13F-HRTimeline
Resurgent Financial Advisors LLC12,432$1.43M0.84%-1,20513F-HRTimeline
Samalin Investment Counsel, LLC12,406$1.43M0.61%+16313F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.12,335$1.42M0.97%-30513F-HRTimeline
American Trust12,285$1.42M0.11%new13F-HRTimeline
OMNI 360 Wealth, Inc.12,196$1.41M0.93%-24213F-HR/ATimeline
NorthCrest Asset Manangement, LLC12,183$1.4M0.04%-20313F-HR/ATimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC12,204$1.4M0.11%new13F-HRTimelineGroup
LIBERTY SQUARE WEALTH PARTNERS LLC11,958$1.4M0.51%13F-HRTimeline
Pines Wealth Management, LLC12,378$1.4M0.61%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,081$1.39M0.1%-4,10813F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC12,078$1.39M0.06%-7613F-HRTimeline
Asset Dedication, LLC12,024$1.39M0.11%+1,02713F-HRTimeline
GROUP ONE TRADING LLC11,991$1.38M0.05%new13F-HR/ATimeline
Tudor Financial Inc.11,953$1.38M0.81%+51413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,946$1.37M0.11%-1,533,73613F-HRTimeline
Laurel Wealth Planning LLC11,912$1.37M0.89%-74413F-HRTimeline
Maxele Advisors, LLC11,900$1.37M1.31%13F-HRTimeline
Pacific Point Advisors, LLC11,600$1.37M0.83%13F-HRTimeline
Lansing Street Advisors11,828$1.36M0.47%-2913F-HRTimeline
Almanack Investment Partners, LLC.11,821$1.36M0.21%-10413F-HRTimeline
Summit X, LLC11,818$1.36M0.3%+60113F-HRTimeline
Coppell Advisory Solutions LLC11,841$1.36M0.19%+2,09213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp11,808$1.36M0.08%+47613F-HRTimelineGroup
Opal Wealth Advisors, LLC11,801$1.36M0.41%013F-HRTimeline
Davies Financial Advisors, Inc.11,792$1.36M1.16%+3,09713F-HRTimeline
Columbia Bank11,788$1.36M0.47%+7413F-HRTimeline
Center for Financial Planning, Inc.11,739$1.35M0.18%+93013F-HRTimeline
Quadrant Private Wealth Management, LLC11,732$1.35M0.33%+39013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC11,713$1.35M0.17%+54713F-HRTimelineGroup
SAXON INTERESTS, INC.11,671$1.34M0.59%-3613F-HRTimeline
Forum Private Client Group LLC11,639$1.34M0.6%+43913F-HRTimeline
Index Fund Advisors, Inc.11,634$1.34M0.07%-9413F-HRTimeline
ROCKLAND TRUST CO11,603$1.34M0.07%+40013F-HRTimeline
Intergy Private Wealth, LLC11,584$1.33M0.5%+34413F-HRTimeline
Gilbert & Cook, Inc.11,559$1.33M0.19%-19613F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,553$1.33M0.01%013F-HRTimeline
American Capital Advisory, LLC11,540$1.33M0.74%+95413F-HRTimeline
1834 INVESTMENT ADVISORS CO11,533$1.33M0.17%+19513F-HRTimeline