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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
TRANSATLANTIQUE PRIVATE WEALTH LLC7,500$864K0.33%013F-HR/ATimeline
BIP Wealth, LLC7,488$863K0.06%+1,69813F-HRTimeline
Greenhouse Wealth Management, LLC7,486$863K0.57%+6513F-HRTimeline
SC&H Financial Advisors, Inc.7,437$857K0.18%-34813F-HRTimeline
National Wealth Management Group, LLC7,424$855K0.57%+2613F-HRTimeline
Tufton Capital Management7,395$852K0.16%+15113F-HRTimeline
Marshall Financial Group, LLC7,322$844K0.2%-18813F-HRTimeline
Pallas Capital Advisors LLC7,316$843K0.04%013F-HRTimeline
Sensible Money, LLC7,312$843K0.37%+62113F-HRTimeline
Allegheny Financial Group7,288$840K0.22%+6513F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.7,265$837K0.34%013F-HRTimeline
Schechter Investment Advisors, LLC7,204$830K0.06%-6,32813F-HRTimeline
BKM Wealth Management, LLC7,197$829K0.34%+39213F-HRTimeline
Centricity Wealth Management, LLC7,183$828K0.77%13F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC7,052$825K0.64%013F-HRTimeline
Insight Advisors, LLC/ PA7,126$819K0.14%+21713F-HRTimeline
Bullock Wealth Management Group7,108$819K0.48%-22713F-HRTimeline
Ignite Planners, LLC7,038$818K0.18%+60113F-HRTimeline
BARRETT & COMPANY, INC.7,087$817K0.34%+213F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD7,066$814K0.74%13F-HRTimeline
NWF Advisory Services Inc.7,041$811K0.12%-16513F-HRTimeline
WATERS PARKERSON & CO., LLC7,016$808K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7,001$807K<0.01%+1,26913F-HRTimelineGroup
PAX Financial Group, LLC6,990$805K0.14%+1113F-HRTimeline
Windsor Advisory Group, LLC6,989$805K0.94%+88613F-HRTimeline
Plante Moran Financial Advisors, LLC6,982$805K0.07%-23913F-HRTimeline
WEALTH EFFECTS LLC6,967$803K0.29%+31913F-HRTimeline
Kondo Wealth Advisors, Inc.6,956$801K0.41%13F-HRTimeline
Carson Advisory Inc.6,940$800K0.56%+3,85513F-HRTimeline
Security National Bank6,922$798K0.11%+2,28013F-HRTimeline
Donor Advised Charitable Giving, Inc.6,919$797K0.02%+1,48413F-HRTimeline
WealthBridge Capital Management, LLC6,890$794K0.22%+25113F-HRTimeline
Kovack Advisors, Inc.6,854$790K0.08%+76613F-HRTimeline
L.M. KOHN & COMPANY6,819$786K0.2%+16013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI6,803$784K0.08%013F-HRTimeline
Stokes Capital Advisors, LLC6,802$784K0.2%+4313F-HRTimeline
MOTIVE WEALTH ADVISORS6,801$784K0.42%-813F-HRTimeline
M.E. ALLISON & CO., INC.6,787$782K0.86%13F-HRTimeline
Opulen Financial Group LLC6,779$781K0.71%13F-HRTimeline
First Heartland Consultants, Inc.6,762$779K0.08%-6,29313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.6,727$775K<0.01%-6213F-HRTimelineGroup
Flywheel Private Wealth LLC6,700$772K0.71%13F-HRTimeline
Sather Financial Group Inc6,697$772K0.05%013F-HRTimeline
Perritt Capital Management Inc6,683$770K0.4%+3513F-HRTimeline
Outlook Wealth Advisors, LLC6,674$769K0.22%+29513F-HRTimeline
Emprise Bank6,648$766K0.43%-25313F-HRTimeline
PIONEER TRUST BANK N A/OR6,600$760K0.19%013F-HRTimeline
Cooper Financial Group6,600$760K0.09%-12013F-HRTimeline
Root Financial Partners, LLC6,599$760K0.09%new13F-HRTimeline
McIlrath & Eck, LLC6,542$754K0.1%+3413F-HRTimeline
White Lighthouse Investment Management …6,540$754K0.13%-24713F-HRTimeline
AMERIFLEX GROUP, INC.6,338$751K0.34%13F-HRTimeline
Crews Bank & Trust6,506$750K0.13%13F-HRTimeline
SEEDS INVESTOR LLC6,503$749K0.21%+2,14513F-HRTimeline
MMA ASSET MANAGEMENT LLC6,495$748K0.33%-5,23913F-HRTimeline
KWMG, LLC6,487$747K0.08%+24813F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC6,483$747K0.11%+1,20213F-HRTimeline
Cassady Schiller Wealth Management, LLC6,473$746K0.27%-35113F-HRTimeline
LINCOLN CAPITAL CORP6,472$746K0.31%+3013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.6,465$745K0.11%+9213F-HRTimeline
Total Wealth Planning, LLC6,456$744K0.12%+1513F-HRTimeline
Professional Financial Advisors, LLC6,452$743K0.19%+4213F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.6,440$742K0.22%+213F-HRTimeline
INSPIRE TRUST CO, N.A.6,434$741K0.19%013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,430$741K0.06%-45613F-HRTimeline
Optivise Advisory Services LLC6,429$741K0.4%+8013F-HRTimeline
Sonoma Private Wealth LLC6,423$740K1.19%+1,65413F-HRTimeline
KMT WEALTH MANAGEMENT, LLC6,422$740K0.59%13F-HRTimeline
DT Investment Partners, LLC6,407$738K0.06%+1,65313F-HRTimeline
Gradient Capital Advisors, LLC6,403$738K0.24%+413F-HRTimeline
Bouchey Financial Group, Ltd.6,399$737K0.06%-11513F-HRTimeline
Commonwealth Financial Services, LLC6,393$737K0.14%+8513F-HRTimeline
Meridian Wealth Advisors, LLC6,389$736K0.12%+1,60813F-HRTimeline
Firestone Capital Management6,385$736K0.18%+2613F-HRTimeline
Greystone Financial Group, LLC6,357$732K0.13%-1,55313F-HRTimeline
Second Half Financial Partners, LLC6,336$730K0.36%new13F-HRTimeline
Bedel Financial Consulting, Inc.6,114$729K0.1%+37013F-HRTimeline
Legacy Capital Wealth Partners, LLC14,350$729K0.18%+5,19113F-HRTimeline
Ledyard National Bank6,302$726K0.07%-5613F-HRTimeline
Seven Post Investment Office LP6,298$726K0.28%013F-HRTimeline
Main Street Financial Solutions, LLC6,296$725K0.07%-47013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,091$723K0.01%-1,48713F-HRTimeline
GGM Financial LLC6,258$721K0.77%+4513F-HRTimeline
WHITE PINE CAPITAL LLC6,243$719K0.24%+5513F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,240$719K0.04%+6213F-HRTimeline
Dupree Financial Group, LLC6,218$716K0.33%-7213F-HRTimeline
IBEX WEALTH ADVISORS6,205$715K0.08%new13F-HRTimeline
Wealth Group Ltd6,182$712K0.21%-55013F-HRTimeline
Great Diamond Partners, LLC6,182$712K0.18%-33713F-HRTimeline
PHILADELPHIA TRUST CO6,124$706K0.05%-30513F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…6,109$704K0.5%-25413F-HRTimeline
Washington Trust Advisors, Inc.6,107$704K0.06%+2113F-HRTimeline
Strategic Financial Concepts, LLC6,106$704K0.13%+3,58013F-HR/ATimeline
Creekside Partners6,104$703K0.36%+2113F-HRTimeline
Truepoint, Inc.6,085$701K0.02%-34613F-HRTimeline
Gemmer Asset Management LLC6,074$700K0.07%+21313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,062$699K0.06%+413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,031$695K0.23%+1213F-HRTimeline
Willow Creek Wealth Management Inc.6,027$694K0.07%013F-HRTimeline
Mosley Wealth Management5,867$694K0.43%+34013F-HRTimeline
Blue Barn Wealth, LLC6,021$694K0.37%-19513F-HRTimeline
HFG Advisors, Inc.6,017$693K0.61%+6513F-HRTimeline
FWG Investments, LLC.5,999$691K0.54%-64913F-HRTimeline
Williams Jones Wealth Management, LLC.5,996$691K0.01%-54513F-HRTimeline
ALTERNA WEALTH MANAGEMENT, INC5,991$690K0.58%+4,24713F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC5,997$690K<0.01%-13,80313F-HRTimelineGroup
HWG Holdings LP5,985$690K0.23%-109,23013F-HRTimeline
Shepherd Financial Partners LLC5,982$689K0.08%+2013F-HRTimeline
SteelPeak Wealth, LLC5,978$689K0.03%-41313F-HRTimeline
Brightwater Advisory LLC5,958$686K0.54%-9013F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC5,950$686K0.33%013F-HRTimeline
FMB WEALTH MANAGEMENT5,950$686K0.39%-14313F-HRTimeline
Elios Financial Group Inc.5,929$683K0.32%+713F-HRTimeline
American Institute for Advanced Investm…5,925$683K0.51%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.5,876$677K0.22%-11513F-HRTimeline
McNaughton Wealth Management, LLC5,875$677K0.33%+713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,875$677K0.11%+1913F-HRTimeline
Roberts Financial Services LLC5,875$677K0.13%-1,82213F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,868$676K0.14%-2513F-HRTimeline
Alta Wealth Advisors LLC5,850$674K0.29%+40013F-HRTimeline
Capital Planning Advisors, LLC5,849$674K0.1%-66413F-HRTimeline
Kearns & Associates LLC5,808$669K0.43%013F-HRTimeline
BIRCH FINANCIAL GROUP, LLC5,802$669K0.75%13F-HRTimeline
Horan Capital Advisors, LLC.5,796$668K0.22%013F-HRTimeline
Clare Market Investments LLC5,783$666K0.16%-36713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,781$666K0.26%-1,02213F-HRTimeline
Advanced Asset Management Advisors Inc5,781$666K0.17%013F-HRTimeline
Horizon Family Wealth, Inc.5,780$666K0.44%-22,67213F-HRTimeline
TRUST POINT INC.5,778$666K0.05%-72913F-HRTimeline
Lakeridge Wealth Management LLC5,761$664K0.34%+6813F-HRTimeline
Unique Wealth Strategies, LLC5,749$662K0.29%new13F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC5,737$661K0.13%-11113F-HRTimeline
IMS Capital Management5,721$659K0.31%-4813F-HRTimeline
Janney Capital Management LLC5,719$659K0.04%-19613F-HRTimeline
Glass Jacobson Investment Advisors llc5,702$657K0.22%-4513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Advisory Alpha, LLC5,698$657K0.02%+38713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,697$656K<0.01%-1,43113F-HR/ATimelineGroup
Formidable Asset Management, LLC5,676$654K0.11%+1,55413F-HRTimeline
Sterling Capital Management LLC5,675$654K0.01%-8,39213F-HRTimeline
Gilman Hill Asset Management, LLC5,672$654K0.11%013F-HRTimeline
American Investment Services, Inc.5,670$653K0.12%-44713F-HR/ATimeline
Sendero Wealth Management, LLC5,670$653K0.1%-6413F-HRTimeline
Ameraudi Asset Management, Inc.5,670$653K0.36%013F-HRTimeline
Beacon Financial Advisory LLC5,661$652K0.21%+13513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,643$650K0.25%+1,00713F-HRTimeline
Tranquilli Financial Advisor LLC5,635$649K0.41%+2,00213F-HRTimeline
CIBC Asset Management Inc5,634$649K<0.01%-1013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,634$649K0.05%-2,14513F-HR/ATimeline
TSFG, LLC5,629$649K0.13%-61013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,606$646K0.26%-7713F-HRTimeline
Ridgeline Wealth Planning, LLC5,598$645K0.62%13F-HRTimeline
FourThought Financial Partners, LLC5,585$644K0.07%+1,47413F-HRTimeline
W ADVISORS, LLC5,584$643K0.4%-4113F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.5,581$643K0.13%+6113F-HRTimeline
Tennessee Valley Asset Management Partn…5,567$641K0.11%-1,15313F-HRTimeline
Maia Wealth LLC5,386$640K0.14%+22613F-HRTimeline
Asset Allocation & Management Company, …5,541$638K0.35%013F-HRTimeline
S.E.E.D. Planning Group LLC5,537$638K0.21%+2813F-HRTimeline
Daner Wealth Management, LLC5,300$633K0.46%13F-HRTimeline
SP Asset Management LLC5,488$632K0.05%+413F-HRTimeline
Smith Anglin Financial, LLC5,485$632K0.06%+43513F-HRTimeline
Bowman & Co S.C.5,484$632K0.33%+77213F-HRTimeline
Family Manage LLC5,459$629K0.1%+4813F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC5,435$626K0.38%13F-HRTimeline
Cherry Tree Wealth Management, LLC5,429$626K0.15%+86713F-HRTimeline
Lion Street Advisors, LLC5,423$625K0.2%+20613F-HRTimeline
North Star Investment Management Corp.5,394$622K0.04%+13013F-HRTimeline
Traveka Wealth, LLC5,382$620K0.34%-7,00113F-HRTimeline
Exchange Bank5,377$620K0.5%+18013F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC5,376$619K0.15%-11113F-HRTimelineGroup
InvesTrust5,381$619K0.17%13F-HRTimeline
Alhambra Investment Management LLC5,345$616K0.32%-5513F-HRTimeline
Hoxton Planning & Management, LLC5,343$616K0.24%-12513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,334$615K0.06%-6613F-HRTimeline
Sunpointe, LLC5,305$611K0.31%+17413F-HRTimeline
CNB Bank5,295$610K0.28%-17113F-HRTimeline
Modus Advisors, LLC5,292$610K0.19%+67413F-HRTimeline
Cape Investment Advisory, Inc.5,289$609K0.24%+1,13213F-HRTimeline
Medallion Wealth Advisors, LLC5,286$608K0.3%13F-HRTimeline
Kathleen S. Wright Associates Inc.5,279$608K0.25%+913F-HRTimeline
Somerset Trust Co5,277$608K0.23%013F-HRTimeline
JGP Wealth Management, LLC5,271$607K0.08%+1,64613F-HRTimeline
Johnson Bixby & Associates, LLC5,247$605K0.09%-41613F-HRTimeline
ETF Store, Inc.5,230$603K0.75%+36713F-HRTimeline
Wingate Wealth Advisors, Inc.5,228$602K0.59%13F-HRTimeline
Strategic Financial Planning, Inc.5,220$601K0.41%-7913F-HRTimeline
Haverford Financial Services, Inc.5,210$600K0.18%013F-HRTimeline
Nilsine Partners, LLC5,204$600K0.06%+15113F-HRTimeline
BlueStem Wealth Partners, LLC5,202$599K0.08%13F-HRTimeline
Cypress Wealth Services, LLC5,198$599K0.12%+1313F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,147$593K0.01%new13F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT5,137$592K0.12%+5213F-HRTimeline
Apriem Advisors5,125$591K0.07%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,102$588K0.15%-20013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…5,095$587K0.1%013F-HRTimeline
Smart Money Group LLC5,088$586K0.2%+60813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC5,080$585K0.12%013F-HRTimelineGroup
Signal Advisors Wealth, LLC5,065$584K0.07%+1,92413F-HRTimeline
Parkside Investments, LLC5,053$582K0.09%-1,60013F-HRTimeline
RENASANT BANK5,040$581K0.38%-4,69713F-HRTimeline