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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
OXFORD FINANCIAL GROUP, LTD. LLC10,633$1.11M0.08%-44013F-HRTimeline
Intrinsic Value Partners, LLC10,626$1.11M1.1%+1,29613F-HRTimeline
Brio Consultants, LLC10,572$1.11M0.17%-7,21913F-HR/ATimeline
White Knight Strategic Wealth Advisors,…10,558$1.1M1.02%-21,67913F-HRTimeline
TCV Trust & Wealth Management, Inc.10,484$1.1M0.1%-4613F-HRTimeline
TI-TRUST, INC10,468$1.09M0.73%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.10,433$1.09M0.57%+1,58013F-HRTimeline
Blue Trust, Inc.10,423$1.09M0.01%-18513F-HRTimeline
Summit Investment Advisory Services, LLC10,407$1.09M0.53%-34513F-HRTimeline
Fisher Asset Management, LLC10,381$1.09M<0.01%+2,79213F-HRTimeline
AssuredPartners Investment Advisors, LLC10,343$1.08M0.21%+31913F-HRTimeline
Index Fund Advisors, Inc.10,261$1.07M0.07%-1,37313F-HRTimeline
BlueChip Wealth Advisors LLC10,179$1.06M0.52%013F-HRTimeline
Sovereign Financial Group, Inc.10,175$1.06M0.25%-13413F-HRTimeline
Maltin Wealth Management, Inc.10,173$1.06M0.5%-24113F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.10,151$1.06M0.13%-7713F-HRTimeline
Kraft, Davis & Associates, LLC10,958$1.06M0.34%-3,96913F-HRTimeline
Peak Planning Group, LLC10,114$1.06M0.44%-1,27813F-HRTimeline
Lansing Street Advisors10,049$1.05M0.35%-1,77913F-HRTimeline
Pasadena Private Wealth, LLC10,000$1.05M0.2%013F-HRTimeline
MONECO ADVISORS, LLC9,989$1.04M0.11%-1613F-HR/ATimeline
KLINGENSTEIN FIELDS & CO LP9,981$1.04M0.04%+57013F-HRTimeline
Virtue Capital Management, LLC9,967$1.04M0.12%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC9,975$1.04M0.73%013F-HRTimeline
Hardin Capital Partners, LLC9,974$1.04M0.64%+9813F-HRTimeline
Cassaday & Co Wealth Management LLC9,969$1.04M0.03%+1,02613F-HRTimeline
Pinnacle Wealth Management Group, Inc.9,933$1.04M0.72%+47913F-HRTimeline
Port Capital LLC9,925$1.04M0.05%+31313F-HRTimeline
Broadview Financial Management, LLC9,925$1.04M0.77%+19813F-HRTimeline
PBMares Wealth Management LLC9,850$1.03M0.21%-46813F-HRTimeline
OPINICUS CAPITAL, INC.9,847$1.03M0.91%-15013F-HRTimeline
Farnam Financial LLC9,832$1.03M1.04%+48213F-HRTimeline
CHB Investment Group, LLC9,799$1.02M0.54%-65413F-HRTimeline
Factorial Partners, LLC9,800$1.02M0.63%+1,60013F-HRTimeline
BEARING POINT CAPITAL, LLC9,795$1.02M0.22%013F-HRTimeline
Alpha Omega Wealth Management LLC9,792$1.02M0.2%+22413F-HRTimeline
Christensen, King & Associates Investme…9,524$1.02M0.49%-65513F-HRTimeline
Global Financial Private Client, LLC9,735$1.02M0.39%-77013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC9,720$1.02M0.02%new13F-HR/ATimelineGroup
Oliver Luxxe Assets LLC9,682$1.01M0.19%-10013F-HRTimeline
FORTE ASSET MANAGEMENT LLC9,663$1.01M0.51%-7,56013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,636$1.01M0.04%-31613F-HRTimelineGroup
Fairvoy Private Wealth, LLC9,605$1M0.28%-23,80213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,599$1M0.1%+56113F-HRTimelineGroup
Wealth Dimensions Group, Ltd.9,591$1M0.24%+913F-HRTimeline
Axis Wealth Partners, LLC9,584$1M0.74%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV9,583$1M0.39%+6313F-HRTimeline
Baker Ellis Asset Management LLC9,561$1000K0.14%+1,56013F-HRTimeline
Riverpoint Wealth Management Holdings, …9,531$997K0.26%+1,27213F-HRTimeline
Bullock Wealth Management Group9,503$996K0.56%+2,39513F-HRTimeline
Court Place Advisors, LLC9,498$993K0.33%+8513F-HRTimeline
Landing Point Financial Group, LLC9,495$993K0.75%-52,08313F-HRTimeline
Coordinated Financial Services, Inc./CO9,487$992K0.76%13F-HRTimeline
IFC Advisors LLC9,485$992K0.21%-31213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,464$990K0.05%-4,36113F-HRTimelineGroup
FourThought Financial Partners, LLC9,450$988K0.1%+3,86513F-HRTimeline
Legacy Financial Group LLC9,445$988K0.15%-3713F-HRTimeline
Hughes Financial Services, LLC9,422$987K0.19%+7,47413F-HRTimeline
Ipswich Investment Management Co., Inc.9,428$986K0.24%+35013F-HRTimeline
Princeton Global Asset Management LLC9,408$984K0.2%-32613F-HRTimeline
Larson Financial Group LLC9,405$984K0.05%-9,76913F-HRTimeline
Better Money Decisions, LLC9,398$983K0.66%+68613F-HRTimeline
ADE, LLC9,366$979K0.56%+10313F-HRTimeline
Lincoln Capital LLC10,108$977K0.2%+21313F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.9,322$975K0.01%-99413F-HRTimeline
Aviance Capital Partners, LLC9,316$974K0.14%-8013F-HRTimeline
Pacific Center for Financial Services9,302$973K0.26%-1,65813F-HRTimeline
Severin Investments, LLC9,296$972K0.97%-12,10013F-HRTimeline
Argentarii, LLC9,250$967K0.48%013F-HRTimeline
SWF LLC9,244$967K0.27%new13F-HRTimeline
Cosner Financial Group, LLC9,122$961K0.59%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…9,170$959K0.04%-26613F-HRTimeline
Chandler Asset Management, Inc.9,150$957K0.18%013F-HRTimeline
Birchcreek Wealth Management, LLC9,143$956K0.6%-1,13013F-HRTimeline
XY Planning Network, Inc.9,066$948K0.63%-10,10813F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.9,025$944K<0.01%-61513F-HRTimelineGroup
Tandem Investment Partners LLC9,020$943K0.93%-54013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,019$943K0.08%-2,92713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV9,012$942K0.08%-1,84813F-HRTimeline
Westmount Partners, LLC9,011$942K0.29%-45913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,011$942K0.02%+1,20213F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.9,001$941K0.93%-23513F-HRTimeline
GeoWealth Management, LLC8,991$940K0.04%+7413F-HRTimeline
Woodward Financial Advisors, Inc.8,979$939K0.45%013F-HRTimeline
Keystone Financial Group, Inc.9,209$936K0.66%-1,04913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,948$936K0.07%+8913F-HRTimeline
Allegheny Financial Group8,884$929K0.24%+1,59613F-HRTimeline
PCG ASSET MANAGEMENT, LLC8,880$929K0.87%+1,24513F-HRTimeline
Three Seasons Wealth, LLC8,866$927K0.46%-62813F-HRTimeline
Sovran Advisors, LLC9,606$925K0.12%-80513F-HRTimeline
Aprio Wealth Management, LLC8,844$925K0.12%+6,37213F-HRTimeline
Roundview Capital LLC8,836$924K0.07%-19513F-HRTimeline
Black Swift Group, LLC8,794$920K0.21%-42,48213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,864$919K0.04%+47613F-HRTimeline
EVOKE WEALTH, LLC8,783$918K0.02%013F-HRTimeline
Objective Capital Management, LLC8,777$918K1.17%-12,79913F-HRTimeline
SIGNATUREFD, LLC8,744$914K0.02%-12,35213F-HRTimeline
Pacific Sun Financial Corp8,743$914K0.52%+6313F-HRTimeline
Centurion Wealth Management LLC7,888$909K0.28%013F-HRTimeline
SONATA CAPITAL GROUP INC8,661$906K0.39%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…8,663$906K0.06%13F-HRTimeline
Bragg Financial Advisors, Inc8,660$906K0.04%-1,15113F-HRTimeline
Evolution Wealth Advisors, LLC8,624$902K0.15%+98413F-HRTimeline
Cannell & Spears LLC8,603$900K0.02%-21913F-HRTimeline
Key Financial Inc8,573$897K0.2%+16913F-HRTimeline
Linscomb Wealth, Inc.8,565$896K0.04%-2413F-HRTimeline
Cornerstone Planning Group LLC9,142$895K0.21%-60413F-HRTimeline
Texas Bank & Trust Co8,547$894K0.38%+14113F-HRTimeline
Probity Advisors, Inc.8,468$885K0.17%-36413F-HRTimeline
Destiny Capital Corp/CO8,443$883K0.6%-5,17913F-HRTimeline
DF DENT & CO INC8,436$882K0.01%new13F-HRTimeline
Donor Advised Charitable Giving, Inc.8,413$880K0.03%+1,49413F-HRTimeline
Marks Group Wealth Management, Inc8,411$880K0.08%+4813F-HRTimeline
HRC WEALTH MANAGEMENT, LLC8,407$879K0.55%-1,75113F-HRTimeline
49 WEALTH MANAGEMENT, LLC8,393$878K0.11%+87513F-HRTimeline
KMT WEALTH MANAGEMENT, LLC8,383$877K0.6%+1,96113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,299$876K0.19%+48013F-HRTimeline
BANK OZK8,363$875K0.36%-1,53613F-HRTimeline
Moisand Fitzgerald Tamayo, LLC8,334$871K0.12%-61413F-HRTimeline
Strategies Wealth Advisors, LLC8,333$871K0.11%-24613F-HRTimeline
ORG Partners LLC8,319$871K0.21%-10,45413F-HRTimeline
Prospect Financial Services LLC8,326$871K0.48%-1,90413F-HRTimeline
Legacy Capital Wealth Partners, LLC16,353$871K0.21%+2,00313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC8,691$870K0.34%+4,52513F-HRTimeline
Estate Counselors, LLC8,317$870K0.09%-33,37613F-HRTimeline
Grant/GrossMendelsohn, LLC8,619$864K0.48%-1,56813F-HRTimeline
MFA Wealth Services8,239$862K0.71%-1,11713F-HRTimeline
Orion Capital Management LLC8,231$861K0.36%-3113F-HRTimeline
Mainstream Capital Management LLC8,212$859K0.68%-4,95913F-HRTimeline
Corundum Group, Inc.8,208$858K0.41%+24513F-HRTimeline
NWF Advisory Services Inc.8,204$858K0.12%+1,16313F-HRTimeline
Edgemoor Investment Advisors, Inc.8,174$855K0.08%-2,77513F-HRTimeline
Trivium Point Advisory, LLC8,162$853K0.11%-96113F-HRTimeline
American Capital Advisory, LLC8,137$851K0.46%-3,40313F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…8,022$839K0.01%-67013F-HRTimeline
180 WEALTH ADVISORS, LLC8,018$838K0.13%-4113F-HRTimeline
Indiana Trust & Investment Management Co7,986$835K0.3%+22713F-HRTimeline
Vannoy Advisory Group, Inc.7,963$833K0.62%+8713F-HRTimeline
Bright Futures Wealth Management, LLC.8,768$828K0.91%-6313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd7,908$827K0.02%+2,76113F-HRTimelineGroup
Advisors Capital Management, LLC7,896$826K0.01%-54013F-HRTimeline
Clarity Capital Partners LLC7,889$825K0.33%-88213F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.7,886$825K0.17%-2813F-HRTimeline
Shepherd Financial Partners LLC7,885$825K0.1%+1,90313F-HRTimeline
Fortune Financial Advisors, LLC7,866$823K0.71%-21113F-HRTimeline
Midwest Capital Advisors, LLC7,827$818K0.5%-2,87713F-HRTimeline
Finward Bancorp7,808$816K0.71%-1813F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,804$816K0.08%+1813F-HRTimeline
David J Yvars Group7,803$816K0.64%-91313F-HRTimeline
Tufton Capital Management7,798$815K0.16%+40313F-HRTimeline
National Wealth Management Group, LLC7,793$815K0.54%+36913F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp7,773$813K0.01%-85413F-HRTimelineGroup
HOHIMER WEALTH MANAGEMENT, LLC7,718$807K0.16%013F-HRTimeline
TD Capital Management LLC7,683$803K0.08%+1013F-HRTimeline
BIP Wealth, LLC7,673$802K0.05%+18513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.7,657$801K0.09%-60713F-HRTimeline
S&T Bank/PA7,638$799K0.26%-20413F-HRTimeline
Kennebec Savings Bank7,635$798K0.84%-1013F-HRTimeline
First Bancorp, Inc /ME/7,614$796K0.52%013F-HRTimeline
Commonwealth Financial Services, LLC7,608$796K0.16%+1,21513F-HRTimeline
Brookmont Capital Management7,606$795K0.45%-31313F-HRTimeline
MATAURO, LLC7,585$793K0.16%-2,32413F-HRTimeline
Victrix Investment Advisors7,583$793K0.42%new13F-HRTimeline
Sageworth Trust Co of South Dakota7,560$791K0.95%+2913F-HRTimeline
Beacon Financial Advisory LLC7,552$790K0.24%+1,89113F-HRTimeline
Horizons Wealth Management7,547$789K0.6%013F-HRTimeline
L.M. KOHN & COMPANY7,547$789K0.21%+72813F-HRTimeline
KEYVANTAGE WEALTH, LLC7,518$786K0.38%-15,30713F-HRTimeline
Greenhouse Wealth Management, LLC7,507$785K0.59%+2113F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC7,500$784K0.31%013F-HRTimeline
Lauer Wealth, LLC7,768$783K0.61%+10013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT7,490$783K0.01%-54813F-HRTimeline
Inman Jager Wealth Management, LLC7,477$782K0.59%-17313F-HRTimeline
Sound Financial Strategies Group, LLC7,473$781K0.7%+4,01113F-HRTimeline
SC&H Financial Advisors, Inc.7,448$779K0.15%+1113F-HRTimeline
Centricity Wealth Management, LLC7,433$777K0.71%+25013F-HRTimeline
Financial Partners Group, LLC7,420$776K0.34%-55313F-HRTimeline
Capasso Planning Partners LLC7,410$775K0.32%-3,77413F-HRTimeline
Pine Valley Investments Ltd Liability Co7,395$773K0.05%-19613F-HRTimeline
Ignite Planners, LLC7,665$772K0.15%+62713F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,364$770K0.12%+88113F-HRTimeline
Vertex Planning Partners, LLC7,336$767K0.17%-23313F-HRTimeline
Sensible Money, LLC7,313$765K0.33%+113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7,266$760K<0.01%+26513F-HRTimelineGroup
Plante Moran Financial Advisors, LLC7,241$757K0.07%+25913F-HRTimeline
Acorn Wealth Advisors, LLC7,187$752K0.31%-1,16613F-HRTimeline
White Lighthouse Investment Management …6,364$750K0.13%-17613F-HRTimeline
CWA Asset Management Group, LLC7,151$748K0.04%+4,32913F-HRTimeline
FIDUCIARY MANAGEMENT INC /WI/7,135$746K0.01%-6,11013F-HRTimeline
Security National Bank7,078$740K0.14%+15613F-HRTimeline
Insight Advisors, LLC/ PA7,070$739K0.13%-5613F-HRTimeline
BARRETT & COMPANY, INC.7,070$739K0.32%-1713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC7,068$739K0.01%-1,35813F-HRTimelineGroup
AdvisorNet Financial, Inc7,049$737K0.05%-1,31213F-HRTimeline
Cooper Financial Group7,048$737K0.1%+44813F-HRTimeline
Talon Private Wealth, LLC7,046$737K0.1%-1,70613F-HRTimeline
Stokes Capital Advisors, LLC7,024$734K0.19%+22213F-HRTimeline
WATERS PARKERSON & CO., LLC7,016$734K0.04%013F-HRTimeline
Teamwork Financial Advisors, LLC6,992$731K0.1%-112,52213F-HRTimeline
Marshall Financial Group, LLC6,991$731K0.16%-33113F-HRTimeline