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Disclosery

IJR ISHARES TR

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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
High Net Worth Advisory Group LLC16,845$1.76M0.5%+1,00713F-HRTimeline
Capital Management Associates, Inc16,824$1.76M0.4%+6,10013F-HRTimeline
Affinity Capital Advisors, LLC18,418$1.76M0.35%-35913F-HRTimeline
Sunburst Financial Group, LLC16,763$1.75M0.43%-45613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…16,745$1.75M0.13%-7213F-HRTimeline
Clear Creek Financial Management, LLC16,663$1.74M0.18%+2,62913F-HRTimeline
Joel Adams & Associates, Inc.16,631$1.74M1.56%-29113F-HRTimeline
Financial Partners Group, Inc16,622$1.74M0.27%-1613F-HRTimeline
FRG Family Wealth Advisors LLC16,606$1.74M0.34%-47013F-HRTimeline
Cadence Bank16,563$1.73M0.12%-2,23013F-HRTimeline
Fort Point Capital Partners LLC16,459$1.72M0.19%+4,00613F-HRTimeline
River Wealth Advisors LLC16,411$1.72M0.24%-66713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC16,405$1.72M0.37%+66513F-HRTimeline
SWS Partners16,394$1.71M0.56%-5,57013F-HR/ATimeline
Inspire Advisors, LLCin group Inspire Investing, LLC16,365$1.71M0.2%+4,65213F-HRTimelineGroup
Quadcap Wealth Management, LLC16,345$1.71M0.25%-36613F-HRTimeline
RPG Investment Advisory, LLC16,338$1.71M0.12%+8,76513F-HRTimeline
Colorado Capital Management, Inc.16,319$1.71M0.79%-83213F-HRTimeline
Lionsbridge Wealth Management LLC16,275$1.7M1.51%+2,28313F-HRTimeline
LS Investment Advisors, LLC16,274$1.7M0.26%-8,30013F-HRTimeline
Manhattan West Asset Management, LLC16,229$1.7M0.43%+42513F-HRTimeline
Forza Wealth Management, LLC16,186$1.69M0.76%013F-HRTimeline
Grey Ledge Advisors, LLC16,139$1.69M0.44%-85713F-HRTimeline
Zhang Financial LLC16,074$1.68M0.09%+3913F-HRTimeline
ROMAN BUTLER FULLERTON & CO17,441$1.68M0.65%-15,99513F-HRTimeline
Rockwood Wealth Management, LLC16,040$1.68M0.17%-1,50513F-HRTimeline
Moors & Cabot, Inc.15,941$1.67M0.08%-1,85713F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV15,931$1.67M0.37%+74313F-HRTimeline
State of Alaska, Department of Revenue15,916$1.66M0.02%+5,34213F-HRTimeline
Alpha Wealth Funds, LLC15,885$1.66M1.8%-1,50013F-HRTimeline
Bayesian Capital Management, LP15,800$1.65M0.27%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC15,792$1.65M0.04%-1,28113F-HRTimeline
Portland Global Advisors LLC15,791$1.65M0.21%-23013F-HRTimeline
Verdence Capital Advisors LLC15,737$1.65M0.13%-1,40313F-HRTimeline
CADINHA & CO LLC15,686$1.64M0.35%-39813F-HRTimeline
Penobscot Investment Management Company…15,651$1.64M0.15%013F-HRTimeline
SeaBridge Investment Advisors LLC15,637$1.64M0.35%-10513F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP15,635$1.63M1.1%+1,61313F-HRTimelineGroup
Rothschild Wealth LLC15,579$1.63M0.46%-1,36513F-HRTimeline
J. W. Coons Advisors, LLC15,577$1.63M0.43%+25413F-HRTimeline
Milestone Investment Advisors LLC15,488$1.62M0.45%-3,24213F-HRTimeline
Y-Intercept (Hong Kong) Ltd15,452$1.62M0.11%-7,22013F-HRTimeline
BlueSky Wealth Advisors, LLC15,425$1.61M0.25%-46813F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding15,959$1.61M-5,450Timeline
Lane & Associates LLC15,362$1.61M0.87%+75413F-HRTimeline
TFC Financial Management, Inc.15,352$1.61M0.25%+513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC15,250$1.59M0.22%-32413F-HRTimeline
REGATTA CAPITAL GROUP, LLC15,155$1.58M0.31%-1,00013F-HRTimeline
PFG Advisors15,140$1.58M0.09%+32013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.15,114$1.58M0.11%-1,26913F-HRTimelineGroup
Baldwin Investment Management, LLC15,028$1.57M0.19%-69213F-HRTimeline
Valley Financial Group, Inc.15,027$1.57M1.04%-30013F-HRTimeline
New Republic Capital, LLC14,993$1.57M0.68%+51213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC14,936$1.56M0.56%+42713F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC14,935$1.56M0.09%+25113F-HRTimeline
Retirement Investment Advisors, Inc.14,909$1.56M0.16%013F-HRTimeline
WINEBRENNER CAPITAL MANAGEMENT LLC14,779$1.55M1.39%-14713F-HRTimeline
TFG Advisers LLC14,772$1.54M0.56%-15113F-HRTimeline
Redwood Wealth Management Group, LLC14,750$1.54M0.78%-4413F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.14,731$1.54M1.2%+10413F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp14,718$1.54M0.1%-9,85213F-HRTimelineGroup
Goldstein Advisors, LLC14,671$1.53M0.22%-73113F-HRTimeline
Samalin Investment Counsel, LLC14,631$1.53M0.62%+2,22513F-HRTimeline
Independent Family Office, LLC14,386$1.53M0.8%+56313F-HRTimeline
Allen Capital Group, LLC14,579$1.52M0.17%+1,58213F-HRTimeline
Aaron Wealth Advisors LLC14,559$1.52M0.17%-1,59813F-HRTimeline
Darden Wealth Group Inc14,546$1.52M1.18%-38013F-HRTimeline
Baker Avenue Asset Management, LP14,532$1.52M0.05%-25,11613F-HRTimeline
Maryland State Retirement & Pension Sys…14,483$1.51M0.04%+11,02613F-HRTimeline
Sharkey, Howes & Javer14,405$1.51M0.22%013F-HRTimeline
Edge Financial Advisors LLC14,349$1.5M0.95%+4,36413F-HRTimeline
Trek Financial, LLC14,339$1.5M0.11%-216,43613F-HRTimeline
Interchange Capital Partners, LLC14,320$1.5M0.42%+28913F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP14,258$1.49M0.04%+1,72713F-HRTimeline
International Private Wealth Advisors L…14,254$1.49M1.43%+59313F-HRTimeline
Center for Financial Planning, Inc.14,240$1.49M0.19%+2,50113F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC14,214$1.49M1.13%-16513F-HRTimeline
St. Clair Advisors, LLC14,211$1.49M0.42%-1,06513F-HRTimeline
2UniFi Bank13,286$1.49M0.96%-31413F-HRTimeline
RETIREMENT GUYS FORMULA LLC14,157$1.48M0.73%+62213F-HRTimeline
Winthrop Capital Management, LLC14,139$1.48M0.41%-58013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC14,118$1.48M0.96%-27513F-HRTimeline
General Partner, Inc.14,115$1.48M0.96%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC14,047$1.47M1.96%+39113F-HRTimeline
Accurate Wealth Management, LLC15,387$1.47M0.28%-1,85713F-HRTimeline
J.Safra Asset Management Corp13,975$1.46M0.12%-650,96413F-HR/ATimeline
ARBOR TRUST WEALTH ADVISORS, LLC13,964$1.46M0.68%-8413F-HRTimeline
Weil Company, Inc.13,927$1.46M0.43%-2,78113F-HRTimeline
Avondale Wealth Management13,915$1.46M0.92%+11,47413F-HRTimeline
Great Point Wealth Advisors, LLC13,832$1.45M0.31%-1,07213F-HRTimeline
AWM CAPITAL, LLC13,801$1.44M0.17%+88013F-HRTimeline
Solstein Capital, LLC13,797$1.44M0.84%013F-HRTimeline
Peak Asset Management, LLC13,740$1.44M0.27%-7013F-HRTimeline
EQ LLC13,680$1.43M0.67%-65,30613F-HRTimeline
Cambridge Advisors Inc.13,659$1.43M0.31%+12113F-HRTimeline
WP Advisors, LLC13,610$1.42M0.47%+4213F-HRTimeline
Rathbones Group PLC13,604$1.42M0.01%-19713F-HRTimeline
CONGRESS ASSET MANAGEMENT CO13,525$1.41M0.01%-78913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,496$1.41M1.24%+16413F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC13,410$1.4M0.23%+4,51013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC13,400$1.4M0.16%+17313F-HRTimelineGroup
ROGCO, LP13,398$1.4M0.56%+62813F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/13,355$1.4M0.08%-1,25913F-HRTimeline
Nova R Wealth, Inc.13,334$1.39M0.69%+52213F-HRTimeline
Thrive Wealth Management, LLC13,322$1.39M0.27%+14513F-HRTimeline
Beckerman Institutional, LLC13,162$1.38M1%+36913F-HRTimeline
North Berkeley Wealth Management, LLC13,136$1.37M1.43%+69613F-HRTimeline
Kellett Wealth Advisors, LLC13,134$1.37M0.95%-2,03313F-HRTimeline
Independent Advisor Alliance13,123$1.37M0.05%-254,55513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.13,074$1.37M0.21%-1313F-HRTimeline
CIBC WORLD MARKET INC.13,060$1.37M<0.01%-7,82213F-HRTimeline
Fosun International Ltd13,000$1.36M0.38%new13F-HRTimeline
Creekmur Asset Management LLC12,992$1.36M0.28%-40,21613F-HRTimeline
SHEPHERD WEALTH MANAGEMENT Ltd LIABILIT…13,044$1.35M1.39%-54,53413F-HRTimeline
Eagle Strategies LLC12,918$1.35M0.23%+2,19813F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC12,907$1.35M0.69%-44,31313F-HRTimeline
Crossmark Global Holdings, Inc.12,882$1.35M0.02%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.12,856$1.34M0.54%+713F-HRTimeline
Claro Advisors Inc.12,790$1.34M0.18%-18613F-HRTimeline
EASTERN BANK12,657$1.32M0.03%-87013F-HRTimeline
Fulton Bank, N.A.12,640$1.32M0.05%-9613F-HRTimeline
Capital Advisors Wealth Management, LLC12,557$1.31M0.23%-16313F-HRTimeline
Intergy Private Wealth, LLC12,552$1.31M0.5%+96813F-HRTimeline
Davies Financial Advisors, Inc.12,550$1.31M1.12%+75813F-HRTimeline
Leverty Financial Group, LLC12,541$1.31M0.54%-11013F-HRTimeline
Resurgent Financial Advisors LLC12,530$1.31M0.79%+9813F-HRTimeline
Foster Victor Wealth Advisors, LLC13,724$1.31M0.11%-38713F-HRTimeline
Inscription Capital, LLC11,814$1.31M0.22%13F-HRTimeline
Accredited Wealth Management, LLC12,394$1.3M1.09%-13013F-HRTimeline
Asset Dedication, LLC12,373$1.29M0.11%+34913F-HRTimeline
Old North State Trust, LLC11,188$1.29M0.82%013F-HRTimeline
LCNB CORP12,307$1.29M0.47%-26613F-HRTimeline
EHRLICH FINANCIAL GROUP12,294$1.29M0.94%+3,55113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp12,280$1.28M0.08%+47213F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.12,268$1.28M0.38%-22013F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.12,237$1.28M0.85%-9813F-HRTimeline
Paladin Advisory Group, LLC12,222$1.28M1.02%-13,62613F-HRTimeline
Pacific Point Advisors, LLC12,193$1.28M0.71%+59313F-HRTimeline
KG Capital Management12,102$1.27M0.41%+1,38113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC12,078$1.26M0.06%013F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC12,063$1.26M0.48%+10513F-HRTimeline
INTEGRITY ALLIANCE, LLC.12,058$1.26M0.05%-8,23213F-HRTimeline
Tudor Financial Inc.12,052$1.26M0.76%+9913F-HRTimeline
Flagship Private Wealth, LLC12,018$1.26M0.6%+49913F-HRTimeline
Bison Wealth, LLC12,333$1.26M0.12%+10,03213F-HRTimeline
Nelson Capital Management, LLC11,979$1.25M0.22%-51313F-HRTimeline
GW&K Investment Management, LLC11,965$1.25M0.01%+1,80713F-HRTimeline
OMNI 360 Wealth, Inc.11,957$1.25M0.84%-23913F-HR/ATimeline
Summit X, LLC11,922$1.25M0.26%+10413F-HRTimeline
SAXON INTERESTS, INC.11,867$1.24M0.58%+19613F-HRTimeline
Advisor Resource Council11,787$1.23M0.1%+7,04013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,775$1.23M0.05%+64913F-HRTimeline
Maxele Advisors, LLC11,756$1.23M1.19%-14413F-HRTimeline
SeaCrest Wealth Management, LLC11,749$1.23M0.14%+22013F-HRTimeline
Stonebridge Financial Group, LLC11,730$1.23M0.13%+69013F-HRTimeline
Laurel Wealth Planning LLC11,686$1.22M0.81%-22613F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd11,608$1.21M0.03%-18,54813F-HRTimelineGroup
PLIMOTH TRUST CO LLC11,583$1.21M0.32%+2,11713F-HRTimeline
NorthCrest Asset Manangement, LLC11,569$1.21M0.04%-61413F-HRTimeline
Fourth Dimension Wealth, LLC11,561$1.21M0.58%+9,32713F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,553$1.21M0.01%013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC11,506$1.2M0.29%-45,01913F-HRTimeline
Compass Ion Advisors, LLC11,480$1.2M0.14%-1,39013F-HRTimeline
Sandy Cove Advisors, LLC11,467$1.2M0.48%+7513F-HRTimeline
Tyler-Stone Wealth Management11,457$1.2M0.21%+89713F-HRTimeline
Columbia Bank11,456$1.2M0.41%-33213F-HRTimeline
Gilbert & Cook, Inc.11,407$1.19M0.17%-15213F-HRTimeline
Sterling Financial Planning, Inc.11,380$1.19M0.43%+19213F-HRTimeline
ROCKLAND TRUST CO11,366$1.19M0.06%-23713F-HRTimeline
Parkside Financial Bank & Trust11,305$1.18M0.15%+2,96413F-HRTimeline
Forum Private Client Group LLC11,229$1.17M0.51%-41013F-HRTimeline
1834 INVESTMENT ADVISORS CO11,211$1.17M0.15%-32213F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska11,186$1.17M0.18%+9,38813F-HRTimelineGroup
Anchor Investment Management, LLC11,163$1.17M0.11%-2,90013F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.11,149$1.17M0.22%+99313F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC11,149$1.17M0.78%+15413F-HRTimeline
STOCK YARDS BANK & TRUST CO11,124$1.16M0.04%+24513F-HRTimeline
FLC Capital Advisors11,115$1.16M0.26%+1,09013F-HRTimeline
Opal Wealth Advisors, LLC11,080$1.16M0.36%-72113F-HRTimeline
Avion Wealth10,058$1.16M0.3%013F-HRTimeline
LVZ, Inc.11,070$1.16M0.15%-329,65813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …11,023$1.15M0.27%+96213F-HRTimelineGroup
MOTCO10,991$1.15M0.12%+1,31613F-HRTimeline
ZWJ INVESTMENT COUNSEL INC10,983$1.15M0.05%+1913F-HRTimeline
Quadrant Private Wealth Management, LLC10,982$1.15M0.29%-75013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC10,968$1.15M0.15%-20113F-HRTimeline
Tyche Wealth Partners LLC10,968$1.15M0.25%-3,65513F-HRTimeline
Clearwater Capital Advisors, LLC10,945$1.14M0.11%-1,67013F-HRTimeline
Chemistry Wealth Management LLC10,945$1.14M0.27%013F-HRTimeline
SIMON QUICK ADVISORS, LLC10,940$1.14M0.07%-11213F-HRTimeline
Crew Capital Management, Ltd10,873$1.14M0.93%-1713F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC10,869$1.14M0.67%013F-HRTimeline
GS Investments, Inc.10,845$1.13M0.53%-6213F-HRTimeline
Integrated Investment Consultants, LLC10,842$1.13M0.23%+1,30113F-HR/ATimeline
NavPoint Financial, Inc.10,840$1.13M0.8%+50613F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC10,822$1.13M<0.01%+4,82513F-HRTimelineGroup
Waterloo Capital, L.P.10,815$1.13M0.11%+64413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,799$1.13M0.12%-68513F-HRTimeline
Dale Q Rice Investment Management Ltd10,774$1.13M0.58%-25613F-HRTimeline
KWB Wealth9,707$1.12M0.13%+3513F-HRTimeline