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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
SeaCrest Wealth Management, LLC11,529$1.33M0.14%-96313F-HRTimeline
Flagship Private Wealth, LLC11,519$1.33M0.64%+1,24813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,484$1.32M0.14%+47113F-HRTimeline
Sandy Cove Advisors, LLC11,392$1.31M0.52%+50013F-HRTimeline
Peak Planning Group, LLC11,392$1.31M0.55%-35813F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC11,355$1.31M0.11%+2,32213F-HRTimeline
Sterling Financial Planning, Inc.11,188$1.29M0.47%-51213F-HRTimeline
Old North State Trust, LLC11,188$1.29M0.82%-26613F-HRTimeline
Capasso Planning Partners LLC11,184$1.29M0.51%-8,20813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC11,169$1.29M0.16%+88713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC11,126$1.28M0.05%-3813F-HRTimeline
Cyndeo Wealth Partners, LLC11,084$1.28M0.09%+19313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC11,073$1.28M0.08%+50313F-HRTimeline
SIMON QUICK ADVISORS, LLC11,052$1.27M0.08%+2,36613F-HRTimeline
Stonebridge Financial Group, LLC11,040$1.27M0.14%13F-HRTimeline
Dale Q Rice Investment Management Ltd11,030$1.27M0.56%13F-HRTimeline
Tolleson Wealth Management, Inc.in group Tolleson Wealth Management, I…11,006$1.27M0.26%new13F-HRTimelineGroup
DEFINED WEALTH MANAGEMENT, LLC10,995$1.27M0.84%-11313F-HRTimeline
ZWJ INVESTMENT COUNSEL INC10,964$1.26M0.05%+24613F-HRTimeline
Pacific Center for Financial Services10,960$1.26M0.33%+813F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…10,953$1.26M0.5%new13F-HRTimeline
Edgemoor Investment Advisors, Inc.10,949$1.26M0.11%-88513F-HRTimeline
Chemistry Wealth Management LLC10,945$1.26M0.3%013F-HRTimeline
GS Investments, Inc.10,907$1.26M0.57%+31013F-HRTimeline
Crew Capital Management, Ltd10,890$1.25M1.04%+30013F-HRTimeline
STOCK YARDS BANK & TRUST CO10,879$1.25M0.04%+1,01413F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC10,869$1.25M0.78%-1,65213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10,860$1.25M0.1%+80813F-HRTimeline
Jordan Park Group LLC10,836$1.25M0.09%013F-HRTimeline
Summit Investment Advisory Services, LLC10,752$1.24M0.64%+6213F-HRTimeline
Capital Management Associates, Inc10,724$1.24M0.46%-1,61613F-HRTimeline
KG Capital Management10,721$1.24M0.4%+51513F-HRTimeline
Eagle Strategies LLC10,720$1.24M0.21%+31313F-HRTimeline
Midwest Capital Advisors, LLC10,704$1.23M0.9%13F-HRTimeline
Blue Trust, Inc.10,608$1.22M0.02%-2,69213F-HR/ATimeline
Walkner Condon Financial Advisors LLC10,574$1.22M0.25%-63013F-HRTimeline
State of Alaska, Department of Revenue10,574$1.22M0.01%new13F-HRTimeline
Tyler-Stone Wealth Management10,560$1.22M0.22%+11313F-HRTimeline
TCV Trust & Wealth Management, Inc.10,530$1.21M0.11%-37113F-HRTimeline
Global Financial Private Client, LLC10,505$1.21M0.45%+44313F-HRTimeline
TI-TRUST, INC10,468$1.21M0.81%013F-HRTimeline
CHB Investment Group, LLC10,453$1.2M0.65%-1,79013F-HRTimeline
Maltin Wealth Management, Inc.10,414$1.2M0.59%-1,04913F-HRTimeline
Sovran Advisors, LLC10,411$1.2M0.17%13F-HRTimeline
NavPoint Financial, Inc.10,334$1.19M0.94%-9813F-HRTimeline
PBMares Wealth Management LLC10,318$1.19M0.24%+11313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.10,316$1.19M0.01%+1,57713F-HRTimeline
Sovereign Financial Group, Inc.10,309$1.19M0.27%+37513F-HRTimeline
Christensen, King & Associates Investme…10,179$1.19M0.56%+27213F-HRTimeline
Birchcreek Wealth Management, LLC10,273$1.18M0.74%-5,44813F-HRTimeline
Keystone Financial Group, Inc.10,258$1.18M0.96%13F-HRTimeline
Prospect Financial Services LLC10,230$1.18M0.64%+2,54713F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.10,228$1.18M0.14%-713F-HRTimeline
Grant/GrossMendelsohn, LLC10,187$1.17M0.61%-35413F-HRTimeline
BlueChip Wealth Advisors LLC10,179$1.17M0.65%-10713F-HRTimeline
Waterloo Capital, L.P.10,171$1.17M0.12%-35513F-HRTimeline
GW&K Investment Management, LLC10,158$1.17M0.01%+2,72413F-HRTimeline
HRC WEALTH MANAGEMENT, LLC10,158$1.17M0.69%+37713F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.10,156$1.17M0.22%+1,55413F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …10,061$1.16M0.27%+65013F-HRTimelineGroup
Avion Wealth10,058$1.16M0.3%-5913F-HRTimeline
Cornerstone Planning Group LLC9,746$1.16M0.28%-4,96813F-HRTimeline
FLC Capital Advisors10,025$1.16M0.27%-16213F-HRTimeline
AssuredPartners Investment Advisors, LLC10,024$1.15M0.23%13F-HRTimeline
MONECO ADVISORS, LLC10,005$1.15M0.12%+4,71013F-HR/ATimeline
Pasadena Private Wealth, LLC10,000$1.15M0.24%013F-HRTimeline
OPINICUS CAPITAL, INC.9,997$1.15M0.97%+513F-HRTimeline
Edge Financial Advisors LLC9,985$1.15M1.03%+9413F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC9,975$1.15M0.86%13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,952$1.15M0.04%+7713F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,939$1.15M<0.01%+7,06013F-HRTimelineGroup
Oliver Luxxe Assets LLC9,782$1.14M0.21%013F-HR/ATimeline
MATAURO, LLC9,909$1.14M0.25%13F-HRTimeline
BANK OZK9,899$1.14M0.47%+13013F-HRTimeline
Lincoln Capital LLC9,895$1.14M0.24%-5113F-HRTimeline
Hardin Capital Partners, LLC9,876$1.14M0.69%+71813F-HRTimeline
Intellus Advisors LLC9,842$1.13M0.2%13F-HRTimeline
KWB Wealth9,672$1.13M0.14%+1113F-HRTimeline
Bragg Financial Advisors, Inc9,811$1.13M0.05%+14413F-HRTimeline
IFC Advisors LLC9,797$1.13M0.25%13F-HRTimeline
BEARING POINT CAPITAL, LLC9,795$1.13M0.24%13F-HRTimeline
Princeton Global Asset Management LLC9,734$1.12M0.21%+1,29713F-HRTimeline
Broadview Financial Management, LLC9,727$1.12M0.8%-4,56113F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC9,708$1.12M0.02%+6,57313F-HRTimelineGroup
MOTCO9,675$1.11M0.11%+7913F-HRTimeline
Empirical Asset Management, LLC293,071$1.11M0.37%+285,67613F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,640$1.11M<0.01%new13F-HRTimelineGroup
Port Capital LLC9,612$1.11M0.05%+1613F-HRTimeline
Wealth Dimensions Group, Ltd.9,582$1.1M0.27%+72413F-HRTimeline
Alpha Omega Wealth Management LLC9,568$1.1M0.21%-18713F-HRTimeline
Tandem Investment Partners LLC9,560$1.1M1.05%13F-HRTimeline
GenTrust, LLC9,546$1.1M0.05%-37813F-HRTimeline
Integrated Investment Consultants, LLC9,541$1.1M0.23%+37513F-HR/ATimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV9,520$1.1M0.4%-23613F-HRTimeline
Three Seasons Wealth, LLC9,494$1.09M0.53%-1,53213F-HRTimeline
Westmount Partners, LLC9,470$1.09M0.33%+4113F-HRTimeline
PLIMOTH TRUST CO LLC9,466$1.09M0.28%+44513F-HRTimeline
Pinnacle Wealth Management Group, Inc.9,454$1.09M0.68%-18213F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,436$1.09M0.05%+11113F-HRTimeline
Court Place Advisors, LLC9,413$1.08M0.35%+83013F-HRTimeline
KLINGENSTEIN FIELDS & CO LP9,411$1.08M0.04%+51613F-HRTimeline
Aviance Capital Partners, LLC9,396$1.08M0.15%-51613F-HRTimeline
MFA Wealth Services9,356$1.08M0.86%13F-HRTimeline
Farnam Financial LLC9,350$1.08M1.13%+5313F-HRTimeline
Intrinsic Value Partners, LLC9,330$1.08M1.08%-18013F-HRTimeline
ADE, LLC9,263$1.07M0.66%+17513F-HRTimeline
Argentarii, LLC9,250$1.07M0.54%13F-HRTimeline
FIDUCIARY ADVISORS, INC.9,236$1.06M1.07%13F-HRTimeline
Coordinated Financial Services, Inc.9,202$1.06M0.83%13F-HRTimeline
Chandler Asset Management, Inc.9,150$1.05M0.2%013F-HRTimeline
FLOW TRADERS U.S. LLC9,139$1.05M0.04%new13F-HRTimeline
Trivium Point Advisory, LLC9,123$1.05M0.13%+4,36813F-HRTimeline
Ipswich Investment Management Co., Inc.9,078$1.05M0.25%+1,66313F-HRTimeline
Bright Futures Wealth Management, LLC.8,831$1.04M0.93%+1,04013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,038$1.04M0.1%-94413F-HRTimelineGroup
Roundview Capital LLC9,031$1.04M0.07%+4,40313F-HRTimeline
Bison Wealth, LLC9,000$1.04M0.23%-1,65013F-HRTimeline
Woodward Financial Advisors, Inc.8,979$1.03M0.51%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC8,948$1.03M0.15%+2013F-HRTimeline
Cassaday & Co Wealth Management LLC8,943$1.03M0.03%+77613F-HRTimeline
GeoWealth Management, LLC8,917$1.03M0.03%+3,90713F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC8,900$1.03M0.18%013F-HRTimeline
Bestgate Wealth Advisors, LLC8,876$1.02M2.05%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,859$1.02M0.08%+8,18713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.8,853$1.02M0.53%13F-HRTimeline
Probity Advisors, Inc.8,832$1.02M0.2%-89213F-HRTimeline
Cannell & Spears LLC8,822$1.02M0.02%+16413F-HRTimeline
Stelac Advisory Services LLC8,811$1.02M0.4%+4,07613F-HRTimeline
EVOKE WEALTH, LLC8,783$1.01M0.03%013F-HRTimeline
Clarity Capital Partners LLC8,771$1.01M0.52%+56813F-HRTimeline
Talon Private Wealth, LLC8,752$1.01M0.21%-10413F-HR/ATimeline
EHRLICH FINANCIAL GROUP8,743$1.01M0.72%+6,35713F-HRTimeline
Strategies Wealth Advisors, LLC8,579$1.01M0.13%+66213F-HRTimeline
David J Yvars Group8,716$1M0.61%-24213F-HRTimeline
Better Money Decisions, LLC8,712$1M0.7%-50613F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…8,692$1M0.01%-39613F-HRTimeline
Pacific Sun Financial Corp8,680$1M0.54%-4713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV8,681$1M0.36%new13F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,388$999K0.05%013F-HRTimeline
Zions Bancorporation, N.A.8,663$998K0.06%013F-HRTimeline
SONATA CAPITAL GROUP INC8,661$998K0.41%+14813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,819$997K0.22%+26813F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp8,627$994K0.01%+5,52013F-HRTimelineGroup
Linscomb Wealth, Inc.8,589$990K0.05%-16913F-HRTimeline
Park Capital Management, LLC / WI8,580$989K1.18%13F-HRTimeline
Triad Wealth Partners, LLC8,486$978K0.35%-13,24013F-HRTimeline
New Century Financial Group, LLC8,366$972K0.41%+38613F-HRTimeline
Advisors Capital Management, LLC8,436$972K0.02%+74513F-HRTimeline
Pinnacle Family Advisors, LLC8,429$971K0.47%+2413F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC8,426$971K0.01%-64913F-HRTimelineGroup
Texas Bank & Trust Co8,406$969K0.4%13F-HRTimeline
Key Financial Inc8,404$968K0.22%+19513F-HRTimeline
Marks Group Wealth Management, Inc8,363$964K0.09%-47013F-HRTimeline
AdvisorNet Financial, Inc8,361$963K0.08%-3,42913F-HRTimeline
Acorn Wealth Advisors, LLC8,353$962K0.4%+4,01013F-HRTimeline
Parkside Financial Bank & Trust8,341$961K0.13%+11013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.8,264$952K0.1%+39213F-HRTimeline
Orion Capital Management LLC8,262$952K0.42%-89713F-HRTimeline
Riverpoint Wealth Management Holdings, …8,259$952K0.25%-10113F-HRTimeline
Factorial Partners, LLC8,200$945K0.54%013F-HRTimeline
Strategic Wealth Partners, Ltd.7,976$935K0.08%-1,00213F-HRTimeline
Fortune Financial Advisors, LLC8,077$931K0.85%-9713F-HRTimeline
180 WEALTH ADVISORS, LLC8,059$929K0.15%+36813F-HRTimeline
Town & Country Bank & Trust CO dba Firs…8,042$927K0.36%-7513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT8,038$926K0.02%+32113F-HRTimeline
Northstar Advisory Group, LLC8,030$925K0.47%+1,77813F-HRTimeline
Baker Ellis Asset Management LLC8,001$922K0.14%013F-HRTimeline
Financial Partners Group, LLC7,973$919K0.38%-38313F-HRTimeline
Corundum Group, Inc.7,963$917K0.34%+113F-HRTimeline
Brookmont Capital Management7,919$912K0.49%-79913F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.7,914$912K0.2%-1,69913F-HRTimeline
TL Private Wealth7,771$909K0.41%-16113F-HRTimeline
Centurion Wealth Management LLC7,888$909K0.28%+22813F-HRTimeline
Vannoy Advisory Group, Inc.7,876$907K0.67%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding7,870$907K+6,375Timeline
S&T Bank/PA7,842$904K0.29%-10,83413F-HRTimeline
Helium Advisors LLC7,831$902K0.71%13F-HRTimeline
Finward Bancorp7,826$902K0.78%13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC7,809$900K0.02%+72913F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC7,786$897K0.09%+69713F-HRTimeline
Indiana Trust & Investment Management Co7,759$894K0.3%-11213F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC7,718$889K0.17%+25013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.7,700$887K<0.01%-1,40013F-HRTimelineGroup
TD Capital Management LLC7,673$884K0.09%+5413F-HRTimeline
Lauer Wealth, LLC7,668$884K0.59%013F-HRTimeline
Confluence Wealth Services, Inc.7,397$883K0.06%+2,92613F-HRTimeline
Inman Jager Wealth Management, LLC7,650$881K0.69%13F-HRTimeline
Ardent Capital Management, Inc.7,646$881K0.4%013F-HRTimeline
Evolution Wealth Advisors, LLC7,640$880K0.15%013F-HRTimeline
PCG ASSET MANAGEMENT, LLC7,635$880K0.77%13F-HRTimeline
First Bancorp, Inc /ME/7,614$877K0.6%013F-HRTimeline
Pine Valley Investments Ltd Liability Co7,591$875K0.06%-3213F-HRTimeline
Fisher Asset Management, LLC7,589$875K<0.01%+2,89613F-HRTimeline
RPG Investment Advisory, LLC7,573$873K0.12%+90813F-HRTimeline
Vertex Planning Partners, LLC7,569$872K0.19%+10513F-HRTimeline
Horizons Wealth Management7,547$870K0.67%+2213F-HRTimeline
Kennebec Savings Bank7,645$868K0.87%-17213F-HRTimeline
Sageworth Trust Co of South Dakota7,531$868K1.1%+1,34713F-HRTimeline
49 WEALTH MANAGEMENT, LLC7,518$866K0.12%-90013F-HRTimeline
Financial Freedom, LLC7,513$866K0.46%-6813F-HRTimeline