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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
Sharkey, Howes & Javer9,697$1.06M0.14%-4,70813F-HRTimeline
Tyche Wealth Partners LLC9,635$1.05M0.21%-1,33313F-HRTimeline
Coordinated Financial Services, Inc.9,615$1.05M0.73%13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding9,632$1.05M+4,240Timeline
Christensen, King & Associates Investme…9,589$1.05M0.48%+6513F-HRTimeline
Baker Ellis Asset Management LLC9,561$1.04M0.14%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS9,538$1.04M0.04%-9813F-HRTimelineGroup
Crossmark Global Holdings, Inc.9,482$1.04M0.02%-3,40013F-HRTimeline
Ipswich Investment Management Co., Inc.9,460$1.03M0.25%+3213F-HRTimeline
Roundview Capital LLC9,440$1.03M0.07%+60413F-HRTimeline
Arax Advisory Partners5,189$1.03M0.05%+1,71413F-HRTimeline
Court Place Advisors, LLC9,425$1.03M0.32%-7313F-HRTimeline
Donor Advised Charitable Giving, Inc.9,369$1.02M0.02%+95613F-HRTimeline
CHB Investment Group, LLC9,365$1.02M0.52%-43413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,215$1.02M0.18%-8413F-HRTimeline
Legacy Financial Group LLC9,353$1.02M0.14%-9213F-HRTimeline
Aviance Capital Partners, LLC9,340$1.02M0.13%+2413F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …9,280$1.01M0.07%new13F-HRTimelineGroup
Better Money Decisions, LLC9,278$1.01M0.62%-12013F-HRTimeline
Waterloo Capital, L.P.9,265$1.01M0.08%-1,55013F-HRTimeline
AssuredPartners Investment Advisors, LLC9,244$1.01M0.25%-1,09913F-HRTimeline
ORG Partners LLC9,108$1M0.21%+78913F-HRTimeline
Chandler Asset Management, Inc.9,150$1M0.18%013F-HRTimeline
KWB Wealth9,512$995K0.12%-19513F-HRTimeline
Cosner Financial Group, LLC9,089$993K0.55%-3313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP8,999$984K0.09%-60013F-HRTimelineGroup
Woodward Financial Advisors, Inc.8,989$982K0.4%+1013F-HRTimeline
PCG ASSET MANAGEMENT, LLC8,975$981K0.84%+9513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV8,940$977K0.35%-64313F-HRTimeline
Tandem Investment Partners LLC8,910$974K0.85%-11013F-HRTimeline
HRC WEALTH MANAGEMENT, LLC8,910$974K0.52%+50313F-HRTimeline
Bullock Wealth Management Group8,765$973K0.52%-73813F-HRTimeline
Capital Management Associates, Inc8,891$972K0.31%-7,93313F-HRTimeline
NavPoint Financial, Inc.8,891$972K0.59%-1,94913F-HRTimeline
Firestone Capital Management8,835$966K0.23%+2,87313F-HRTimeline
American Trust8,796$961K0.09%new13F-HRTimeline
Cannell & Spears LLC8,792$961K0.02%+18913F-HRTimeline
Keystone Financial Group, Inc.8,566$958K0.61%-64313F-HRTimeline
Capital Advisors Wealth Management, LLC8,749$956K0.15%-3,80813F-HRTimeline
Texas Bank & Trust Co8,669$947K0.38%+12213F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA8,664$947K0.04%-20013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…8,663$947K0.05%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,637$944K0.07%-31113F-HRTimeline
Evolution Wealth Advisors, LLC8,624$943K0.14%013F-HRTimeline
Bragg Financial Advisors, Inc8,594$939K0.03%-6613F-HRTimeline
RPG Investment Advisory, LLC8,570$937K0.12%-7,76813F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC8,561$936K0.58%-2,58813F-HRTimeline
Linscomb Wealth, Inc.8,557$935K0.04%-813F-HRTimeline
Cassaday & Co Wealth Management LLC8,530$932K0.02%-1,43913F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.8,500$929K<0.01%-52513F-HRTimelineGroup
Pacific Center for Financial Services8,491$928K0.25%-81113F-HRTimeline
Finward Bancorp8,490$928K0.73%+68213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…8,484$927K0.07%-53513F-HRTimeline
Plante Moran Financial Advisors, LLC8,480$927K0.07%+1,23913F-HRTimeline
Birchcreek Wealth Management, LLC8,470$926K0.52%-67313F-HRTimeline
Claro Advisors Inc.8,466$925K0.15%-4,32413F-HRTimeline
KMT WEALTH MANAGEMENT, LLC8,383$916K0.54%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…8,376$915K0.04%-79413F-HRTimeline
Prospect Financial Services LLC8,340$911K0.57%+1413F-HR/ATimeline
Pacific Sun Financial Corp8,335$911K0.48%-40813F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC8,318$909K0.02%-69313F-HRTimelineGroup
Inscription Capital, LLC8,304$908K0.13%-3,51013F-HRTimeline
TD Capital Management LLC8,269$904K0.09%+58613F-HRTimeline
Three Seasons Wealth, LLC8,262$903K0.1%-60413F-HRTimeline
Probity Advisors, Inc.8,215$898K0.16%-25313F-HRTimeline
Corundum Group, Inc.8,208$897K0.4%013F-HRTimeline
Sageworth Trust Co of South Dakota8,203$897K0.97%+64313F-HRTimeline
SWEENEY & MICHEL, LLC7,924$894K0.32%+15113F-HRTimeline
TL Private Wealth8,035$893K0.37%+1713F-HRTimeline
Strategic Wealth Partners, Ltd.8,132$889K0.07%13F-HRTimeline
Brio Consultants, LLC8,093$884K0.13%-2,47913F-HRTimeline
Objective Capital Management, LLC8,086$884K0.99%-69113F-HRTimeline
New Century Financial Group, LLC8,077$883K1.04%new13F-HRTimeline
ADE, LLC8,055$880K0.47%-1,31113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC8,019$876K0.11%-31513F-HRTimeline
NWF Advisory Services Inc.8,018$876K0.1%-18613F-HRTimeline
SONATA CAPITAL GROUP INC8,006$875K0.35%-65513F-HRTimeline
Vannoy Advisory Group, Inc.7,967$871K0.6%+413F-HRTimeline
Foster Group, Inc.7,956$870K0.03%+3,82013F-HRTimeline
Trivium Point Advisory, LLC7,916$865K0.09%-24613F-HRTimeline
National Wealth Management Group, LLC7,912$865K0.48%+11913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7,897$863K<0.01%+63113F-HRTimelineGroup
180 WEALTH ADVISORS, LLC7,879$861K0.12%-13913F-HRTimeline
Hudson Capital Management LLC7,874$861K0.24%-77,02313F-HRTimeline
Marks Group Wealth Management, Inc7,863$859K0.08%-54813F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC7,861$859K0.05%-2,77213F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC7,854$858K0.1%+49013F-HRTimeline
Tufton Capital Management7,846$857K0.16%+4813F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,825$855K0.07%+2113F-HRTimeline
Orion Capital Management LLC7,823$855K0.33%-40813F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7,807$853K0.06%-1,20513F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…7,799$852K0.17%+1,91613F-HRTimeline
Beacon Financial Advisory LLC7,780$850K0.22%+22813F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.7,769$849K0.16%-11713F-HRTimeline
Baltimore-Washington Financial Advisors…7,749$847K0.04%-82,45313F-HRTimeline
Fortune Financial Advisors, LLC7,748$847K0.68%-11813F-HRTimeline
BIP Wealth, LLC7,743$846K0.05%+7013F-HRTimeline
Argentarii, LLC7,730$845K0.39%-1,52013F-HRTimeline
MFA Wealth Services7,722$844K0.63%-51713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC7,718$844K0.15%013F-HRTimeline
Crew Capital Management, Ltd7,716$843K0.6%-3,15713F-HRTimeline
First Bancorp, Inc /ME/7,667$838K0.48%+5313F-HRTimeline
Providence First Trust Co7,641$835K0.3%new13F-HRTimeline
S&T Bank/PA7,638$835K0.25%013F-HRTimeline
Kennebec Savings Bank7,635$834K0.82%013F-HRTimeline
Brookmont Capital Management7,634$834K0.48%+2813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC7,634$834K0.28%-1,05713F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …7,616$832K0.18%-3,40713F-HRTimelineGroup
Inman Jager Wealth Management, LLC7,615$832K0.56%+13813F-HRTimeline
SIGNATUREFD, LLC7,611$832K0.01%-1,13313F-HRTimeline
Insight Advisors, LLC/ PA7,607$831K0.13%+53713F-HRTimeline
Victrix Investment Advisors7,593$830K0.37%+1013F-HRTimeline
COWA, LLC7,585$829K0.32%-12,41413F-HRTimeline
Larson Financial Group LLC7,566$827K0.03%-1,83913F-HRTimeline
Indiana Trust & Investment Management Co7,554$826K0.27%-43213F-HRTimeline
Financial Partners Group, LLC7,548$825K0.3%+12813F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…7,507$820K<0.01%-51513F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC7,500$820K0.3%013F-HRTimeline
Verity Asset Management, Inc.7,485$818K0.39%-11,20513F-HRTimeline
Greenhouse Wealth Management, LLC7,460$815K0.53%-4713F-HRTimeline
Sound View Wealth Advisors Group, LLC7,448$814K0.06%+63513F-HRTimeline
EdgeRock Capital LLC7,448$814K0.26%new13F-HRTimeline
Sound Financial Strategies Group, LLC7,422$811K0.69%-5113F-HRTimeline
WFA of San Diego, LLC7,411$810K0.6%13F-HRTimeline
PTM WEALTH MANAGEMENT, LLC7,132$807K0.53%-6413F-HRTimeline
Pine Valley Investments Ltd Liability Co7,367$805K0.05%-2813F-HRTimeline
Vertex Planning Partners, LLC7,331$801K0.17%-513F-HRTimeline
Gilman Hill Asset Management, LLC7,330$801K0.13%+1,75913F-HRTimeline
Sensible Money, LLC7,314$799K0.3%+113F-HRTimeline
MMA ASSET MANAGEMENT LLC7,286$796K0.31%+59813F-HRTimeline
SC&H Financial Advisors, Inc.7,279$796K0.14%-16913F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.7,265$794K0.27%013F-HRTimeline
American Capital Advisory, LLC7,250$792K0.4%-88713F-HRTimeline
BKM Wealth Management, LLC7,204$787K0.31%+21513F-HRTimeline
White Lighthouse Investment Management …7,195$786K0.13%+83113F-HRTimeline
Capasso Planning Partners LLC7,182$785K0.44%-22813F-HRTimeline
Centurion Wealth Management LLC7,165$783K0.22%-72313F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC7,146$781K0.53%+38213F-HRTimeline
RF&L WEALTH MANAGEMENT, LLC7,119$778K0.5%+3,63513F-HRTimeline
SEEDS INVESTOR LLC7,116$778K0.18%+1,28213F-HRTimeline
Key Financial Inc7,113$777K0.16%-1,46013F-HRTimeline
MOTCO7,037$776K0.07%-3,95413F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC7,086$774K0.44%new13F-HRTimeline
AdvisorNet Financial, Inc7,063$772K0.05%+1413F-HRTimeline
Kondo Wealth Advisors, Inc.6,956$772K0.34%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,062$772K0.03%-2,40213F-HRTimelineGroup
FUTURE YOU WEALTH LLC7,060$772K0.42%+2,81913F-HRTimeline
Strategies Wealth Advisors, LLC7,035$769K0.08%-1,29813F-HRTimeline
Security National Bank7,025$768K0.13%-5313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.7,018$767K0.2%+57813F-HRTimeline
WATERS PARKERSON & CO., LLC7,016$767K0.04%013F-HRTimeline
BARRETT & COMPANY, INC.7,015$767K0.29%-5513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.7,013$766K0.11%+34813F-HRTimeline
Confluence Wealth Services, Inc.7,011$766K0.04%+1,02113F-HRTimeline
Edgemoor Investment Advisors, Inc.7,005$766K0.07%-1,16913F-HRTimeline
Camarda Financial Advisors, LLC6,993$764K0.3%+1,87113F-HRTimeline
Balance Wealth Partners LLC6,992$764K0.45%+3313F-HRTimeline
KEYVANTAGE WEALTH, LLC6,981$763K0.34%-53713F-HRTimeline
Powell Investment Advisors, LLC6,969$762K0.29%+1,18513F-HRTimeline
Cornerstone Planning Group LLC6,848$759K0.15%-2,29413F-HRTimeline
M.E. ALLISON & CO., INC.6,942$759K0.61%+13513F-HRTimeline
Opulen Financial Group LLC6,928$757K0.62%013F-HRTimeline
MATAURO, LLC6,922$757K0.14%-66313F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC6,917$756K0.16%-4,58913F-HRTimeline
Centricity Wealth Management, LLC6,913$756K0.6%-52013F-HRTimeline
MASECO LLP6,905$755K0.03%13F-HRTimeline
Bowman & Co S.C.6,894$754K0.34%+50813F-HRTimeline
Commonwealth Financial Services, LLC6,893$753K0.15%-71513F-HRTimeline
Talon Private Wealth, LLC6,883$752K0.1%-16313F-HRTimeline
BANK OZK6,875$751K0.29%-1,48813F-HRTimeline
Ignite Planners, LLC6,664$745K0.13%-1,00113F-HR/ATimeline
RiverFront Investment Group, LLC6,777$741K0.01%-579,91213F-HRTimeline
Perritt Capital Management Inc6,728$735K0.38%+2513F-HR/ATimeline
PAX Financial Group, LLC6,720$734K0.14%+1313F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI6,717$734K0.08%-3613F-HRTimeline
Institute for Wealth Management, LLC.6,695$732K0.08%+3,92013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC6,684$730K0.05%+5,18913F-HRTimelineGroup
MONEYWISE, INC.6,675$729K0.34%+2013F-HRTimeline
Sather Financial Group Inc6,670$729K0.04%013F-HRTimeline
Bestgate Wealth Advisors, LLC6,957$727K1.51%013F-HRTimeline
Horizons Wealth Management6,646$726K0.53%-90113F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD6,644$726K0.53%-4713F-HRTimeline
Ridgeline Wealth Planning, LLC6,632$725K0.6%+1,22113F-HRTimeline
Gemmer Asset Management LLC6,626$724K0.06%+66513F-HRTimeline
Marshall Financial Group, LLC6,479$720K0.14%-51213F-HRTimeline
Outlook Wealth Advisors, LLC6,589$720K0.19%-1913F-HRTimeline
Fisher Asset Management, LLC6,583$720K<0.01%-3,79813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.6,582$719K0.33%-38,05113F-HRTimeline
Emprise Bank6,580$719K0.35%013F-HRTimeline
Stelac Advisory Services LLC6,561$717K0.27%013F-HRTimeline
PIONEER TRUST BANK N A/OR6,560$717K0.18%-4013F-HRTimeline
Helium Advisors LLC6,558$717K0.45%-25713F-HRTimeline
Equita Financial Network, Inc.6,550$716K0.28%-36413F-HRTimeline
Parallax Volatility Advisers, L.P.6,539$715K0.03%new13F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding6,522$713K+3,201Timeline
Yukon Wealth Management, Inc.6,505$711K0.25%-5313F-HRTimeline
LINCOLN CAPITAL CORP6,472$707K0.27%013F-HRTimeline
First Heartland Consultants, Inc.6,440$704K0.06%-7113F-HRTimeline
Empirical Asset Management, LLC6,421$702K0.22%-20113F-HRTimeline
Nilsine Partners, LLC6,390$698K0.07%+82213F-HRTimeline