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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
Rockwood Wealth Management, LLC15,144$1.66M0.15%-89613F-HRTimeline
Thrive Wealth Management, LLC15,068$1.65M0.27%+1,74613F-HRTimeline
Goldstein Advisors, LLC15,061$1.65M0.22%+39013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP14,964$1.64M0.05%+70613F-HRTimeline
SeaBridge Investment Advisors LLC14,958$1.63M0.3%-67913F-HRTimeline
Nova R Wealth, Inc.14,955$1.63M0.76%+1,62113F-HRTimeline
Baldwin Investment Management, LLC14,928$1.63M0.2%-10013F-HRTimeline
Retirement Investment Advisors, Inc.14,902$1.63M0.15%-713F-HRTimeline
St. Clair Advisors, LLC14,900$1.63M0.43%+68913F-HRTimeline
Strategic Financial Concepts, LLC14,814$1.62M0.23%+8,21813F-HRTimeline
HARMONY ASSET MANAGEMENT LLC14,809$1.62M0.61%-5,36313F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC14,803$1.62M0.02%+5,08313F-HR/ATimelineGroup
Interchange Capital Partners, LLC14,757$1.61M0.37%+43713F-HR/ATimeline
Fort Point Capital Partners LLC14,750$1.61M0.16%-1,70913F-HRTimeline
RETIREMENT GUYS FORMULA LLC14,760$1.61M0.61%+60313F-HRTimeline
Redwood Wealth Management Group, LLC14,735$1.61M0.72%-1513F-HRTimeline
SWS Partners14,725$1.61M0.43%-1,66913F-HRTimeline
Novak & Powell Financial Services, Inc.14,725$1.61M1.12%-5,12413F-HRTimeline
Ellevest, Inc.14,682$1.6M0.26%-4,75113F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp14,594$1.59M0.1%-12413F-HRTimelineGroup
WINEBRENNER CAPITAL MANAGEMENT LLC14,520$1.59M1.28%-25913F-HRTimeline
Moors & Cabot, Inc.14,455$1.58M0.07%-1,48613F-HRTimeline
2UniFi Bank14,449$1.58M0.9%+1,16313F-HRTimeline
TFG Advisers LLC14,251$1.56M0.53%-52113F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC14,214$1.55M1.13%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC14,156$1.55M1.95%+10913F-HRTimeline
Fulton Bank, N.A.14,151$1.55M0.06%+1,51113F-HRTimeline
FRG Family Wealth Advisors LLC14,141$1.55M0.27%-2,46513F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC14,118$1.54M0.92%013F-HRTimeline
General Partner, Inc.14,115$1.54M0.9%013F-HRTimeline
Baker Avenue Asset Management, LP14,104$1.54M0.04%-42813F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC14,070$1.54M0.08%-86513F-HRTimeline
Winthrop Capital Management, LLC14,045$1.53M0.39%-9413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC14,039$1.53M0.19%-1,21113F-HRTimeline
KOM Wealth Management Group, LLC14,030$1.53M1.22%-3,99613F-HRTimeline
Intrinsic Value Partners, LLC14,006$1.53M1.36%+3,38013F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,001$1.53M0.04%-20,62913F-HRTimeline
MKD WEALTH COACHES, LLC13,970$1.53M1.61%-13,87413F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC13,966$1.53M0.75%+213F-HRTimeline
FourThought Financial Partners, LLC13,946$1.52M0.15%+4,49613F-HRTimeline
Peak Asset Management, LLC13,940$1.52M0.28%+20013F-HRTimeline
Avion Wealth13,903$1.52M0.35%+3,84513F-HR/ATimeline
GW&K Investment Management, LLC13,889$1.52M0.01%+1,92413F-HRTimeline
Intergy Private Wealth, LLC13,875$1.52M0.52%+1,32313F-HRTimeline
Portland Global Advisors LLC13,874$1.52M0.18%-1,91713F-HRTimeline
Foster Victor Wealth Advisors, LLC13,387$1.51M0.1%-33713F-HRTimeline
Center for Financial Planning, Inc.13,816$1.51M0.17%-42413F-HRTimeline
International Private Wealth Advisors L…13,812$1.51M1.3%-44213F-HRTimeline
AWM CAPITAL, LLC13,801$1.51M0.16%013F-HRTimeline
Eaton Financial Holdings Company, LLC13,795$1.51M0.46%+10,99713F-HRTimeline
Edge Financial Advisors LLC13,686$1.5M0.79%-66313F-HRTimeline
Cambridge Advisors Inc.13,692$1.5M0.31%+3313F-HRTimeline
ROGCO, LP13,677$1.49M0.56%+27913F-HRTimeline
Adams Wealth Management13,675$1.49M0.28%+9,13213F-HRTimeline
CacheTech Inc.13,675$1.49M0.28%+9,13213F-HRTimeline
DHJJ Financial Advisors, Ltd.13,667$1.49M0.54%+81113F-HRTimeline
Aaron Wealth Advisors LLC13,665$1.49M0.15%-89413F-HRTimeline
J. W. Coons Advisors, LLC13,660$1.49M0.34%-1,91713F-HRTimeline
WP Advisors, LLC13,660$1.49M0.41%+5013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…13,642$1.49M0.5%-9,32313F-HRTimeline
Rathbones Group PLC13,574$1.48M0.01%-3013F-HRTimeline
FIDUCIARY ADVISORS, INC.13,497$1.48M1.3%+4,49613F-HRTimeline
Asset Dedication, LLC13,488$1.47M0.11%+1,11513F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC13,410$1.47M0.23%013F-HRTimeline
RHUMBLINE ADVISERS13,402$1.46M<0.01%-17,55713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,395$1.46M1.13%-10113F-HRTimeline
Kellett Wealth Advisors, LLC13,366$1.46M0.95%+23213F-HRTimeline
Darden Wealth Group Inc13,350$1.46M0.88%-1,19613F-HRTimeline
CADINHA & CO LLC13,345$1.46M0.24%-2,34113F-HRTimeline
State of Alaska, Department of Revenue13,315$1.45M0.02%-2,60113F-HRTimeline
EHRLICH FINANCIAL GROUP13,246$1.45M0.94%+95213F-HRTimeline
SWMG, LLC12,828$1.45M0.49%+6,00913F-HRTimeline
Advyzon Investment Management, LLC13,204$1.44M0.32%+13,16713F-HRTimeline
Manhattan West Asset Management, LLC13,141$1.44M0.33%-3,08813F-HRTimeline
TFC Financial Management, Inc.13,123$1.43M0.2%-2,22913F-HRTimeline
Eagle Strategies LLC13,110$1.43M0.22%+19213F-HRTimeline
AAF Wealth Management, LLC13,030$1.42M0.65%-8,48313F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.13,001$1.42M0.2%-7313F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP12,995$1.42M0.21%+8,24613F-HRTimeline
Moloney Securities Asset Management, LLC12,855$1.4M0.17%-5,65313F-HRTimeline
CIBC WORLD MARKET INC.12,751$1.39M<0.01%-30913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC12,677$1.39M0.67%-23013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO12,657$1.38M0.01%-86813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC12,625$1.38M0.02%-3,16713F-HRTimeline
Allen Capital Group, LLC12,539$1.37M0.14%-2,04013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.12,516$1.37M0.01%+3,19413F-HRTimeline
Old North State Trust, LLC12,484$1.36M0.93%+1,29613F-HRTimeline
Lineweaver Wealth Advisors, LLC12,413$1.36M0.21%-6,48313F-HRTimeline
Financial Partners Group, Inc12,371$1.35M0.19%-4,25113F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.12,268$1.34M0.36%013F-HRTimeline
Accredited Wealth Management, LLC12,264$1.34M1.09%-13013F-HRTimeline
Quadrant Private Wealth Management, LLC12,244$1.34M0.28%+1,26213F-HRTimeline
LCNB CORP12,232$1.34M0.47%-7513F-HRTimeline
Princeton Global Asset Management LLC12,208$1.33M0.24%+2,80013F-HRTimeline
Stonebridge Financial Group, LLC12,160$1.33M0.13%+43013F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC12,136$1.33M1.38%new13F-HRTimeline
NORTH DALLAS BANK & TRUST CO12,115$1.32M1%13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska12,060$1.32M0.18%+87413F-HRTimelineGroup
Beckerman Institutional, LLC11,998$1.31M0.87%-1,16413F-HRTimeline
EASTERN BANK11,994$1.31M0.02%-66313F-HRTimeline
Pacific Point Advisors, LLC11,993$1.31M0.71%-20013F-HRTimeline
LS Investment Advisors, LLC11,962$1.31M0.19%-4,31213F-HRTimeline
Maxele Advisors, LLC11,950$1.31M1.14%+19413F-HRTimeline
WOODSTOCK CORP11,904$1.3M0.12%-6,13713F-HRTimeline
EVOKE WEALTH, LLC11,880$1.3M0.03%+3,09713F-HRTimeline
OMNI 360 Wealth, Inc.11,821$1.29M0.8%-13613F-HR/ATimeline
LYELL WEALTH MANAGEMENT, LP11,805$1.29M0.1%-11,83013F-HRTimeline
PLIMOTH TRUST CO LLC11,805$1.29M0.31%+22213F-HRTimeline
Compton Financial Group, LLC11,777$1.29M0.33%-6,82013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.11,734$1.28M0.61%+1,30113F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC11,724$1.28M0.13%-1,67613F-HRTimelineGroup
Ramsay, Stattman, Vela & Price, Inc.11,723$1.28M0.24%+57413F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.11,715$1.28M0.78%-52213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,700$1.28M0.05%-7513F-HRTimeline
Valpey Financial Services, LLC11,686$1.28M0.88%13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC11,683$1.28M0.05%-39513F-HRTimeline
Milestone Investment Advisors LLC11,671$1.28M0.33%-3,81713F-HRTimeline
Hardin Capital Partners, LLC11,455$1.27M0.75%+1,48113F-HRTimeline
SeaCrest Wealth Management, LLC11,620$1.27M0.14%-12913F-HRTimeline
Flagship Private Wealth, LLC11,611$1.27M0.54%-40713F-HR/ATimeline
LIBERTY SQUARE WEALTH PARTNERS LLC11,571$1.26M0.44%-49213F-HRTimeline
Columbia Bank11,287$1.26M0.39%-16913F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…11,553$1.26M0.01%013F-HRTimeline
Compass Ion Advisors, LLC11,520$1.26M0.14%+4013F-HRTimeline
NorthCrest Asset Manangement, LLC11,092$1.25M0.03%-47713F-HRTimeline
Destiny Wealth Partners, LLC11,458$1.25M0.17%new13F-HRTimeline
Resurgent Financial Advisors LLC11,422$1.25M0.69%-1,10813F-HRTimeline
ROCKLAND TRUST CO11,411$1.25M0.06%+4513F-HRTimeline
Gilbert & Cook, Inc.11,396$1.25M0.17%-1113F-HRTimeline
Sterling Financial Planning, Inc.11,367$1.24M0.42%-1313F-HRTimeline
SAXON INTERESTS, INC.11,867$1.24M0.58%013F-HRTimeline
XY Planning Network, Inc.11,312$1.24M0.42%+2,24613F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC11,280$1.23M0.14%+31213F-HRTimeline
Independent Advisor Alliance11,256$1.23M0.04%-1,86713F-HRTimeline
Tyler-Stone Wealth Management11,245$1.23M0.2%-21213F-HRTimeline
1834 INVESTMENT ADVISORS CO11,240$1.23M0.16%+2913F-HRTimeline
Summit X, LLC11,189$1.22M0.23%-73313F-HRTimeline
KICKSTAND VENTURES, LLC.11,187$1.22M0.29%+5,94613F-HRTimeline
Sandy Cove Advisors, LLC11,179$1.22M0.44%-28813F-HRTimeline
Forum Private Client Group LLC11,175$1.22M0.47%-5413F-HRTimeline
Anchor Investment Management, LLC11,163$1.22M0.11%013F-HRTimeline
Blue Trust, Inc.11,153$1.22M0.01%+73013F-HRTimeline
KG Capital Management11,106$1.21M0.36%-99613F-HRTimeline
Sovereign Financial Group, Inc.11,099$1.21M0.25%+92413F-HRTimeline
FLC Capital Advisors11,091$1.21M0.25%-2413F-HRTimeline
Paladin Advisory Group, LLC11,089$1.21M0.93%-1,13313F-HRTimeline
Chemistry Wealth Management LLC10,945$1.2M0.26%013F-HRTimeline
Carr Financial Group Corp10,931$1.19M0.35%-6,25813F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC10,862$1.19M0.66%-713F-HRTimeline
Davies Financial Advisors, Inc.10,851$1.19M0.92%-1,69913F-HRTimeline
Integrated Investment Consultants, LLC10,775$1.18M0.23%-6713F-HRTimeline
Parkside Financial Bank & Trust10,665$1.17M0.13%-64013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP10,649$1.16M0.05%+66813F-HRTimeline
Allegheny Financial Group10,641$1.16M0.26%+1,75713F-HRTimeline
TI-TRUST, INC10,548$1.15M0.77%+8013F-HRTimeline
TCV Trust & Wealth Management, Inc.10,540$1.15M0.1%+5613F-HRTimeline
Riverpoint Wealth Management Holdings, …10,511$1.15M0.27%+98013F-HRTimeline
Axis Wealth Partners, LLC10,481$1.15M0.75%+89713F-HRTimeline
GS Investments, Inc.10,470$1.14M0.51%-37513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC10,425$1.14M0.22%+4,89313F-HRTimelineGroup
Summit Investment Advisory Services, LLC10,336$1.13M0.49%-7113F-HR/ATimeline
Laurel Wealth Planning LLC10,335$1.13M0.64%-1,35113F-HRTimeline
Index Fund Advisors, Inc.10,315$1.13M0.06%+5413F-HRTimeline
Wilkins Miller Wealth Management, LLC10,311$1.13M0.77%+4,12413F-HRTimeline
IFC Advisors LLC10,295$1.13M0.21%+81013F-HRTimeline
Principle Wealth Partners LLC10,285$1.12M0.07%-274,89813F-HRTimeline
PBMares Wealth Management LLC10,230$1.12M0.2%+38013F-HRTimeline
Lansing Street Advisors10,220$1.12M0.33%+17113F-HRTimeline
Rockport Wealth LLC10,219$1.12M0.26%new13F-HRTimeline
Clearwater Capital Advisors, LLC10,196$1.11M0.1%-74913F-HRTimeline
FOUNDERS CAPITAL MANAGEMENT, LLC10,172$1.11M0.19%-13,67013F-HRTimeline
BlueChip Wealth Advisors LLC10,112$1.11M0.49%-6713F-HRTimeline
Fourth Dimension Wealth, LLC10,108$1.1M0.47%-1,45313F-HRTimeline
Solstein Capital, LLC10,073$1.1M0.57%-3,72413F-HRTimeline
Lincoln Capital LLC10,071$1.1M0.21%-3713F-HRTimeline
Tudor Financial Inc.10,050$1.1M0.62%-2,00213F-HRTimeline
Vise Technologies, Inc.10,050$1.1M0.05%13F-HRTimeline
Maltin Wealth Management, Inc.10,044$1.1M0.49%-12913F-HRTimeline
Broadview Financial Management, LLC10,027$1.1M0.74%+10213F-HRTimeline
Oliver Luxxe Assets LLC10,022$1.1M0.2%+34013F-HRTimeline
Destiny Capital Corp/CO10,017$1.09M0.66%+1,57413F-HRTimeline
Pasadena Private Wealth, LLC10,000$1.09M0.19%013F-HRTimeline
MONECO ADVISORS, LLC9,988$1.09M0.1%-113F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC9,975$1.09M0.69%013F-HRTimeline
Empowered Funds, LLC9,960$1.09M0.01%new13F-HRTimeline
STOCK YARDS BANK & TRUST CO9,950$1.09M0.04%-1,17413F-HRTimeline
ZWJ INVESTMENT COUNSEL INC9,938$1.09M0.04%-1,04513F-HRTimeline
Port Capital LLC9,929$1.08M0.05%+413F-HRTimeline
Severin Investments, LLC9,918$1.08M1.02%+62213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,904$1.08M0.03%-56,82113F-HRTimelineGroup
Wealth Dimensions Group, Ltd.9,884$1.08M0.24%+29313F-HRTimeline
OPINICUS CAPITAL, INC.9,834$1.07M0.82%-1313F-HRTimeline
Alpha Omega Wealth Management LLC9,818$1.07M0.19%+2613F-HRTimeline
Nelson Capital Management, LLC9,804$1.07M0.14%-2,17513F-HRTimeline
INTEGRITY ALLIANCE, LLC.9,793$1.07M0.06%-2,26513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,790$1.07M0.09%-1,00913F-HRTimeline
Farnam Financial LLC9,787$1.07M0.96%-4513F-HRTimeline
Pinnacle Wealth Management Group, Inc.9,765$1.07M0.61%-16813F-HRTimeline
Landing Point Financial Group, LLC9,726$1.06M0.67%+23113F-HRTimeline
White Knight Strategic Wealth Advisors,…9,714$1.06M0.9%-84413F-HRTimeline