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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
BKM Wealth Management, LLC6,989$731K0.3%-20813F-HRTimeline
Balance Wealth Partners LLC6,959$728K0.47%13F-HRTimeline
Bestgate Wealth Advisors, LLC6,957$727K1.51%-1,91913F-HRTimeline
Kondo Wealth Advisors, Inc.6,956$727K0.36%013F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL6,944$726K0.13%new13F-HRTimeline
TL Private Wealth8,018$726K0.36%+24713F-HRTimeline
Opulen Financial Group LLC6,928$724K0.66%+14913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.6,918$723K<0.01%+19113F-HRTimelineGroup
Equita Financial Network, Inc.6,914$723K0.25%+3,43613F-HRTimeline
WEALTH EFFECTS LLC6,896$721K0.3%-7113F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC6,764$718K0.54%+2,76513F-HRTimeline
Helium Advisors LLC6,815$713K0.52%-1,01613F-HRTimeline
Sound View Wealth Advisors Group, LLC6,813$712K0.06%+38313F-HRTimeline
Cape Investment Advisory, Inc.6,813$712K0.28%+1,52413F-HRTimeline
M.E. ALLISON & CO., INC.6,807$712K0.7%+2013F-HRTimeline
Antonelli Financial Advisors, LLC6,790$710K0.57%-32,43113F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI6,753$706K0.08%-5013F-HRTimeline
SWEENEY & MICHEL, LLC7,773$704K0.31%13F-HRTimeline
Carson Advisory Inc.6,710$702K0.47%-23013F-HRTimeline
PAX Financial Group, LLC6,707$701K0.12%-28313F-HRTimeline
Perritt Capital Management Inc6,703$701K0.39%+2013F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD6,691$700K0.63%-37513F-HRTimeline
MMA ASSET MANAGEMENT LLC6,688$699K0.29%+19313F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.6,685$699K0.22%+80913F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,062$699K0.06%013F-HRTimeline
Sather Financial Group Inc6,670$697K0.05%-2713F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.6,665$697K0.1%+20013F-HRTimeline
MONEYWISE, INC.6,655$696K0.37%-15,70013F-HRTimeline
Empirical Asset Management, LLC6,622$692K0.24%-286,44913F-HRTimeline
Tranquilli Financial Advisor LLC6,611$691K0.44%+97613F-HRTimeline
Outlook Wealth Advisors, LLC6,608$691K0.19%-6613F-HRTimeline
PIONEER TRUST BANK N A/OR6,600$690K0.18%013F-HRTimeline
Souders Financial Advisors6,597$690K0.1%-31,40213F-HRTimeline
Strategic Financial Concepts, LLC6,596$690K0.13%+49013F-HRTimeline
Optivise Advisory Services LLC6,582$688K0.39%+15313F-HRTimeline
Emprise Bank6,580$688K0.37%-6813F-HRTimeline
Stelac Advisory Services LLC6,561$686K0.28%-2,25013F-HRTimeline
Yukon Wealth Management, Inc.6,558$686K0.28%13F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A6,557$686K<0.01%new13F-HRTimelineGroup
WealthBridge Capital Management, LLC6,547$685K0.19%-34313F-HRTimeline
Henrickson Nauta Wealth Advisors, Inc.7,265$685K0.28%013F-HRTimeline
Pallas Capital Advisors LLC6,539$684K0.03%-77713F-HRTimeline
Kovack Advisors, Inc.6,527$683K0.07%-32713F-HRTimeline
First Heartland Consultants, Inc.6,511$681K0.07%-25113F-HRTimeline
SWMG, LLC6,819$681K0.27%-22,78313F-HRTimeline
LINCOLN CAPITAL CORP6,472$677K0.28%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.6,440$673K0.2%013F-HRTimeline
Total Wealth Planning, LLC6,418$671K0.1%-3813F-HRTimeline
Procyon Advisors, LLC6,414$671K0.04%+2,22213F-HRTimeline
American Institute for Advanced Investm…6,410$670K0.51%+48513F-HRTimeline
Gradient Capital Advisors, LLC6,404$670K0.22%+113F-HRTimeline
Bowman & Co S.C.6,386$668K0.33%+90213F-HRTimeline
Insight Wealth Strategies, LLC6,367$666K0.09%-100,03013F-HRTimeline
Jordan Park Group LLC6,325$661K0.05%-4,51113F-HRTimeline
Advisory Alpha, LLC6,314$660K0.02%+61613F-HR/ATimeline
Seven Post Investment Office LP6,298$659K0.25%013F-HRTimeline
Glass Jacobson Investment Advisors llc5,702$657K0.22%013F-HRTimeline
Professional Financial Advisors, LLC6,269$656K0.17%-18313F-HRTimeline
Ledyard National Bank6,248$653K0.06%-5413F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,240$653K0.04%013F-HRTimeline
PTM WEALTH MANAGEMENT, LLC7,196$652K0.69%13F-HRTimeline
Ardent Capital Management, Inc.6,196$648K0.28%-1,45013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…6,192$647K0.26%-1,85013F-HRTimeline
GGM Financial LLC6,190$647K0.44%-6813F-HRTimeline
Wilkins Miller Wealth Management, LLC6,187$647K0.49%+1,65313F-HRTimeline
WHITE PINE CAPITAL LLC6,148$643K0.22%-9513F-HRTimeline
Dupree Financial Group, LLC6,148$643K0.26%-7013F-HRTimeline
Tennessee Valley Asset Management Partn…6,141$642K0.1%+57413F-HRTimeline
Flywheel Private Wealth LLC6,138$642K0.59%-56213F-HRTimeline
Horan Capital Advisors, LLC.6,133$641K0.22%+33713F-HRTimeline
PHILADELPHIA TRUST CO6,124$640K0.05%013F-HRTimeline
Blue Barn Wealth, LLC6,118$640K0.33%+9713F-HRTimeline
Creekside Partners6,107$639K0.33%+313F-HRTimeline
Washington Trust Advisors, Inc.6,102$638K0.06%-513F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC6,092$637K0.58%-96013F-HRTimeline
Truepoint, Inc.6,075$635K0.02%-1013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC6,070$635K0.35%+63513F-HRTimeline
Roberts Financial Services LLC6,067$634K0.12%+19213F-HRTimeline
ETF Store, Inc.6,059$634K0.78%+82913F-HRTimeline
SIERRA SUMMIT ADVISORS LLC6,056$633K0.14%-7,52513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,035$631K0.22%+413F-HRTimeline
HFG Advisors, Inc.6,017$629K0.54%013F-HRTimeline
Kingsman Wealth Management, Inc.5,986$626K0.46%13F-HRTimeline
AMERIFLEX GROUP, INC.5,979$625K0.26%-35913F-HRTimeline
Williams Jones Wealth Management, LLC.5,976$625K0.01%-2013F-HRTimeline
SteelPeak Wealth, LLC5,973$625K0.03%-513F-HRTimeline
Crews Bank & Trust5,971$624K0.11%-53513F-HRTimeline
Firestone Capital Management5,962$623K0.16%-42313F-HRTimeline
Gemmer Asset Management LLC5,961$623K0.06%-11313F-HRTimeline
Brightwater Advisory LLC5,958$623K0.49%013F-HR/ATimeline
Hillcrest Wealth Advisors - NY, LLC5,950$622K0.31%013F-HRTimeline
Wealth Group Ltd5,940$621K0.18%-24213F-HRTimeline
FMB WEALTH MANAGEMENT5,936$621K0.34%-1413F-HRTimeline
Elios Financial Group Inc.5,931$620K0.31%+213F-HRTimeline
MOTIVE WEALTH ADVISORS5,903$617K0.33%-89813F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…5,883$615K0.13%+1513F-HRTimeline
McNaughton Wealth Management, LLC5,877$615K0.3%+213F-HRTimeline
Formidable Asset Management, LLC5,859$613K0.1%+18313F-HRTimeline
Capital Planning Advisors, LLC5,845$611K0.09%-413F-HRTimeline
SEEDS INVESTOR LLC5,834$610K0.17%-66913F-HRTimeline
Sterling Capital Management LLC5,823$609K0.01%+14813F-HRTimeline
Kearns & Associates LLC5,808$607K0.39%013F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC5,805$607K0.13%+6813F-HRTimeline
Willow Creek Wealth Management Inc.5,805$607K0.06%-22213F-HRTimeline
17 CAPITAL PARTNERS, LLC5,804$607K0.39%+84413F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,804$607K0.25%+19813F-HRTimeline
McIlrath & Eck, LLC5,787$605K0.07%-75513F-HRTimeline
Powell Investment Advisors, LLC5,784$605K0.3%+96213F-HRTimeline
Advanced Asset Management Advisors Inc5,781$605K0.17%013F-HRTimeline
Bouchey Financial Group, Ltd.5,779$604K0.05%-62013F-HRTimeline
WealthPLAN Partners, LLC5,760$602K0.08%+1,13513F-HRTimeline
Meridian Wealth Advisors, LLC5,744$601K0.1%-64513F-HRTimeline
True Link Financial Advisors, LLC5,732$599K0.04%+1,44713F-HRTimeline
TSFG, LLC5,731$599K0.12%+10213F-HRTimeline
Sendero Wealth Management, LLC5,670$593K0.08%013F-HRTimeline
TRUST POINT INC.5,657$592K0.05%-12113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,641$590K<0.01%-5613F-HRTimelineGroup
CIBC Asset Management Inc5,634$589K<0.01%013F-HRTimeline
Confluence Wealth Services, Inc.5,990$586K0.04%-1,40713F-HRTimeline
S.E.E.D. Planning Group LLC5,596$585K0.2%+5913F-HRTimeline
Exchange Bank5,592$585K0.47%+21513F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.5,590$585K0.11%+913F-HRTimeline
Clare Market Investments LLC5,586$584K0.15%-19713F-HRTimeline
Gilman Hill Asset Management, LLC5,571$583K0.1%-10113F-HRTimeline
American Investment Services, Inc.5,570$582K0.1%-10013F-HRTimeline
Nilsine Partners, LLC5,568$582K0.06%+36413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,557$581K0.22%-8613F-HRTimeline
Janney Capital Management LLC5,556$581K0.04%-16313F-HRTimeline
W ADVISORS, LLC5,546$580K0.36%-3813F-HRTimeline
Asset Allocation & Management Company, …5,541$579K0.29%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC5,532$578K0.12%+45213F-HRTimelineGroup
CNB Bank5,496$575K0.29%+20113F-HRTimeline
SP Asset Management LLC5,489$574K0.05%+113F-HRTimeline
Founders Financial Alliance, LLC5,487$574K0.14%+79013F-HRTimeline
Great Diamond Partners, LLC5,475$573K0.16%-70713F-HRTimeline
BSW Wealth Partners5,466$572K0.09%+53113F-HRTimeline
Astoria Portfolio Advisors LLC.5,834$571K0.19%new13F-HRTimeline
Alta Wealth Advisors LLC5,459$571K0.26%-39113F-HRTimeline
Family Manage LLC5,459$571K0.09%013F-HRTimeline
Cherry Tree Wealth Management, LLC5,429$568K0.14%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC5,412$566K0.23%-36913F-HRTimeline
Ridgeline Wealth Planning, LLC5,411$566K0.56%-18713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,397$564K0.02%+62013F-HRTimeline
Archford Capital Strategies, LLC5,394$564K0.08%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC5,392$564K0.11%+1613F-HRTimelineGroup
LIBERTY WEALTH MANAGEMENT LLC5,384$563K0.11%-49113F-HR/ATimeline
Hoxton Planning & Management, LLC5,383$563K0.21%+4013F-HRTimeline
InvesTrust5,381$563K0.15%013F-HRTimeline
Northstar Advisory Group, LLC5,375$562K0.37%-2,65513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,350$561K0.04%-28413F-HRTimeline
Alhambra Investment Management LLC5,351$560K0.29%+613F-HRTimeline
Kathleen S. Wright Associates Inc.5,329$557K0.23%+5013F-HRTimeline
Modus Advisors, LLC5,308$555K0.18%+1613F-HRTimeline
Lion Street Advisors, LLC5,279$552K0.18%-14413F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,271$551K0.05%-6313F-HRTimeline
Horizon Family Wealth, Inc.5,265$551K0.37%-51513F-HRTimeline
Medallion Wealth Advisors, LLC5,236$550K0.25%-5013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…5,249$549K0.4%-86013F-HRTimeline
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC5,245$548K0.11%+2,84613F-HRTimeline
Trexquant Investment LP5,241$548K0.01%new13F-HRTimeline
KICKSTAND VENTURES, LLC.5,241$548K0.14%-77,53213F-HRTimeline
Somerset Trust Co5,226$546K0.19%-5113F-HRTimeline
Strategic Financial Planning, Inc.5,220$546K0.38%013F-HRTimeline
Haverford Financial Services, Inc.5,210$545K0.17%013F-HRTimeline
3Chopt Investment Partners, LLC5,204$544K0.14%new13F-HRTimeline
Sunpointe, LLC5,183$542K0.29%-12213F-HRTimeline
CAPITAL CITY TRUST CO/FL5,179$542K0.15%+76513F-HRTimeline
Trueblood Wealth Management, LLC5,175$541K0.25%+89913F-HRTimeline
Main Street Financial Solutions, LLC5,144$538K0.05%-1,15213F-HRTimeline
Global Trust Asset Management, LLC5,138$537K0.33%-38,10013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT5,136$537K0.11%-113F-HRTimeline
Financial Freedom, LLC5,132$537K0.31%-2,38113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC5,131$537K0.11%+23713F-HRTimeline
Camarda Financial Advisors, LLC5,122$536K0.24%+95713F-HRTimeline
Root Financial Partners, LLC5,119$535K0.06%-1,48013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,102$534K0.14%013F-HRTimeline
FreeGulliver LLC5,098$533K0.27%+36613F-HRTimeline
Main Street Group, LTD5,080$531K0.2%+16413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,416$530K0.01%-67513F-HRTimeline
Davidson Kahn Capital Management, LLC5,040$527K0.41%+27313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP5,000$523K0.02%new13F-HRTimelineGroup
Ballentine Capital Advisors, Inc4,992$522K0.26%013F-HRTimeline
Live Oak Private Wealth LLC4,971$520K0.08%+1313F-HRTimeline
Fermata Advisors, LLC4,958$518K0.09%+1,05213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,956$518K0.06%013F-HRTimeline
UPTICK PARTNERS, LLC4,935$516K0.17%+2813F-HRTimeline
Loudon Investment Management, LLC4,910$513K0.29%+2513F-HRTimeline
Grant Private Wealth Management Inc4,898$512K0.55%+10013F-HRTimeline
IMS Capital Management4,860$508K0.26%-86113F-HRTimeline
ARS Investment Partners, LLC4,379$505K0.05%013F-HRTimeline
WMG Financial Advisors, LLC4,809$503K0.21%013F-HRTimeline
Financial Perspectives, Inc4,808$503K0.17%+20613F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,801$502K0.09%-29413F-HRTimeline
POSTROCK PARTNERS LLC4,800$502K0.25%013F-HRTimeline
DOLIVER ADVISORS, LP4,799$502K0.14%+22713F-HRTimeline
Lakeridge Wealth Management LLC4,795$501K0.25%-96613F-HRTimeline
Bordeaux Wealth Advisors LLC4,779$500K0.09%013F-HRTimeline
Aegis Wealth Management LLC4,770$499K0.29%new13F-HRTimeline
Costello Asset Management, INC4,765$498K0.2%-16013F-HRTimeline
Wells Financial Advisors INC4,751$497K0.68%013F-HRTimeline