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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
Blue Barn Wealth, LLC6,517$697K0.33%+39913F-HRTimeline
FORTE ASSET MANAGEMENT LLC6,331$692K0.35%-3,33213F-HRTimeline
Gradient Capital Advisors, LLC6,325$691K0.2%-7913F-HRTimeline
Seven Post Investment Office LP6,298$688K0.26%013F-HRTimeline
Traynor Capital Management, Inc.6,192$687K0.05%-112,84913F-HRTimeline
HORAN Wealth, LLC6,283$687K0.21%13F-HRTimeline
Total Wealth Planning, LLC6,274$686K0.09%-14413F-HRTimeline
Horizon Family Wealth, Inc.6,269$685K0.42%+1,00413F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp6,253$683K<0.01%-1,52013F-HRTimelineGroup
WEALTH EFFECTS LLC6,232$681K0.25%-66413F-HRTimeline
Advisors Capital Management, LLC6,228$681K0.01%-1,66813F-HRTimeline
CALTON & ASSOCIATES, INC.6,207$678K0.12%new13F-HRTimeline
Ardent Capital Management, Inc.6,196$677K0.32%013F-HRTimeline
Insight Wealth Strategies, LLC6,092$676K0.09%-27513F-HRTimeline
Stokes Capital Advisors, LLC6,158$673K0.16%-86613F-HRTimeline
WHITE PINE CAPITAL LLC6,155$673K0.21%+713F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.6,143$671K0.19%-54213F-HRTimeline
Truepoint, Inc.6,138$671K0.02%+6313F-HRTimeline
Invesco Ltd.in group Invesco Ltd.6,133$670K<0.01%-78513F-HRTimelineGroup
PHILADELPHIA TRUST CO6,124$669K0.05%013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd6,110$668K0.01%-1,79813F-HRTimelineGroup
Creekside Partners6,110$668K0.32%+313F-HRTimeline
Washington Trust Advisors, Inc.6,109$668K0.05%+713F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC6,092$666K0.62%013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…6,090$666K0.43%+84113F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC6,088$665K0.04%-15213F-HRTimeline
Advisory Alpha, LLC6,058$662K0.02%-25613F-HRTimeline
Professional Financial Advisors, LLC6,044$661K0.15%-22513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV6,040$660K0.2%+513F-HRTimeline
SteelPeak Wealth, LLC6,026$659K0.03%+5313F-HRTimeline
HFG Advisors, Inc.6,017$658K0.52%013F-HRTimeline
Dupree Financial Group, LLC5,992$655K0.26%-15613F-HRTimeline
Sterling Capital Management LLC5,990$655K0.01%+16713F-HR/ATimeline
Brightwater Advisory LLC5,958$651K0.47%013F-HR/ATimeline
Shepherd Financial Partners LLC5,951$650K0.07%-1,93413F-HRTimeline
Hillcrest Wealth Advisors - NY, LLC5,950$650K0.31%013F-HRTimeline
Teamwork Financial Advisors, LLC5,946$650K0.08%-1,04613F-HRTimeline
Cooper Financial Group5,944$650K0.08%-1,10413F-HRTimeline
FreeGulliver LLC5,942$649K0.3%+84413F-HRTimeline
FMB WEALTH MANAGEMENT5,936$649K0.31%013F-HRTimeline
Elios Financial Group Inc.5,934$648K0.29%+313F-HRTimeline
Clarity Capital Partners LLC5,884$643K0.23%-2,00513F-HRTimeline
McNaughton Wealth Management, LLC5,880$643K0.29%+313F-HRTimeline
ETF Store, Inc.5,869$641K0.74%-19013F-HRTimeline
SIERRA SUMMIT ADVISORS LLC5,864$641K0.11%-19213F-HRTimeline
VISTA CAPITAL PARTNERS, INC.5,862$641K0.07%+90613F-HRTimeline
GGM Financial LLC5,844$639K0.37%-34613F-HR/ATimeline
MOTIVE WEALTH ADVISORS5,822$636K0.29%-8113F-HRTimeline
Crews Bank & Trust5,821$636K0.1%-15013F-HRTimeline
Carson Advisory Inc.5,813$635K0.4%-89713F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,812$635K0.24%+813F-HRTimeline
Kearns & Associates LLC5,808$635K0.36%013F-HRTimeline
McIlrath & Eck, LLC5,806$634K0.07%+1913F-HRTimeline
Richmond Investment Services, LLC5,799$634K0.13%new13F-HRTimeline
Acorn Wealth Advisors, LLC5,793$633K0.24%-1,39413F-HRTimeline
Advanced Asset Management Advisors Inc5,781$632K0.17%013F-HRTimeline
Bouchey Financial Group, Ltd.5,779$632K0.05%013F-HRTimeline
American Institute for Advanced Investm…5,775$631K0.45%-63513F-HRTimeline
Meridian Wealth Advisors, LLC5,754$629K0.1%+1013F-HRTimeline
Flywheel Private Wealth LLC5,738$627K0.5%-40013F-HRTimeline
AlphaStar Capital Management, LLC5,734$627K0.04%new13F-HRTimeline
CONNORS INVESTOR SERVICES INC5,678$621K0.05%+3,35013F-HRTimeline
River Wealth Advisors LLC5,673$620K0.08%-10,73813F-HRTimeline
Sendero Wealth Management, LLC5,670$620K0.08%013F-HR/ATimeline
American Investment Services, Inc.5,636$616K0.16%+6613F-HRTimeline
Trueblood Wealth Management, LLC5,635$616K0.26%+46013F-HRTimeline
CIBC Asset Management Inc5,634$616K<0.01%013F-HRTimeline
InvesTrust5,611$613K0.24%+23013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC5,611$613K0.05%-45113F-HRTimeline
Ledyard National Bank5,610$613K0.06%-63813F-HRTimeline
S.E.E.D. Planning Group LLC5,607$613K0.19%+1113F-HRTimeline
Formidable Asset Management, LLC5,859$613K0.1%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\5,581$610K<0.01%-6013F-HRTimelineGroup
CNB Bank5,567$608K0.29%+7113F-HRTimeline
Aprio Wealth Management, LLC5,563$608K0.07%-3,28113F-HRTimeline
Exchange Bank5,558$607K0.48%-3413F-HRTimeline
Daner Wealth Management, LLC5,306$607K0.42%13F-HRTimeline
W ADVISORS, LLC5,546$606K0.35%013F-HRTimeline
TSFG, LLC5,546$606K0.11%-18513F-HRTimeline
Janney Capital Management LLC5,538$605K0.04%-1813F-HRTimeline
Root Financial Partners, LLC5,510$602K0.06%+39113F-HRTimeline
EPG Wealth Management LLC5,500$601K0.18%-51,92013F-HRTimeline
Family Manage LLC5,459$597K0.09%013F-HRTimeline
Strathmore Capital Advisors, Inc.5,271$595K0.26%13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC5,443$595K0.12%+31213F-HRTimeline
21 West Wealth Management LLC5,436$594K0.6%13F-HRTimeline
SP Asset Management LLC5,414$592K0.05%-7513F-HRTimeline
Kovack Advisors, Inc.5,404$591K0.06%-1,12313F-HRTimeline
Northstar Advisory Group, LLC5,397$590K0.29%+2213F-HRTimeline
Modus Advisors, LLC5,394$589K0.18%+8613F-HRTimeline
Sunpointe, LLC5,393$589K0.23%+21013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,372$587K0.09%-1213F-HRTimeline
Wealth Group Ltd5,349$585K0.15%-59113F-HRTimeline
Alhambra Investment Management LLC5,336$583K0.29%-1513F-HRTimeline
Hoxton Planning & Management, LLC5,301$579K0.2%-8213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC5,280$577K0.05%+913F-HRTimeline
Williams Jones Wealth Management, LLC.5,269$576K0.01%-70713F-HRTimeline
AMERIFLEX GROUP, INC.5,273$576K0.3%-70613F-HRTimeline
BANQUE PICTET & CIE SA5,249$574K0.01%+65013F-HRTimeline
Strategic Financial Planning, Inc.5,220$570K0.36%013F-HRTimeline
Haverford Financial Services, Inc.5,210$569K0.17%013F-HRTimeline
3Chopt Investment Partners, LLC5,204$569K0.14%013F-HRTimeline
Kathleen S. Wright Associates Inc.5,182$566K0.22%-14713F-HRTimeline
Dale Q Rice Investment Management Ltd5,055$564K0.47%-5,71913F-HRTimeline
Seaside Wealth Management, Inc.5,157$564K0.18%new13F-HRTimeline
CREDIT INDUSTRIEL ET COMMERCIAL5,147$563K0.09%-1,79713F-HR/ATimeline
Willow Creek Wealth Management Inc.5,145$562K0.05%-66013F-HRTimeline
IBEX WEALTH ADVISORS5,138$562K0.06%new13F-HRTimeline
Peak Planning Group, LLC5,126$560K0.36%-4,98813F-HRTimeline
Clear Harbor Asset Management, LLC5,124$560K0.04%+54213F-HRTimeline
Medallion Wealth Advisors, LLC5,039$560K0.22%-19713F-HRTimeline
Alexander Randolph Advisory, Inc.5,118$559K0.5%+1,22813F-HRTimeline
CAPITAL CITY TRUST CO/FL5,114$559K0.14%-6513F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…5,102$558K0.12%013F-HRTimeline
TOWNSQUARE CAPITAL LLC5,083$556K0.05%-73,84313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC5,079$555K0.02%-31813F-HR/ATimeline
FORTRESS PRIVATE LEDGER, LLC5,073$554K0.25%-99713F-HRTimeline
Somerset Trust Co5,059$553K0.18%-16713F-HRTimeline
CWA Asset Management Group, LLC5,039$551K0.02%-2,11213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,032$550K0.16%-52513F-HRTimeline
Upper Left Wealth Management, LLC5,032$550K0.37%+32913F-HRTimeline
Almanack Investment Partners, LLC.5,029$550K0.09%+2,57913F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,028$550K<0.01%+1,30113F-HRTimelineGroup
Ashford Advisors, LLC1,290$548K0.13%-2,39513F-HRTimeline
Loudon Investment Management, LLC5,010$548K0.3%+10013F-HRTimeline
Main Street Financial Solutions, LLC5,008$547K0.04%-13613F-HRTimeline
Glass Jacobson Investment Advisors llc5,001$547K0.21%-70113F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP5,000$546K0.04%013F-HRTimelineGroup
Davidson Kahn Capital Management, LLC4,997$546K0.35%-4313F-HRTimeline
Avondale Wealth Management4,980$544K0.3%-8,93513F-HRTimeline
Pallas Capital Advisors LLC4,978$544K0.02%-1,56113F-HRTimeline
Main Street Group, LTD4,976$544K0.18%-10413F-HRTimeline
Live Oak Private Wealth LLC4,963$542K0.08%-813F-HRTimeline
UPTICK PARTNERS, LLC4,954$541K0.15%+1913F-HRTimeline
SCOTIA CAPITAL INC.4,884$534K<0.01%-26,38713F-HRTimeline
WMG Financial Advisors, LLC4,871$532K0.2%+6213F-HRTimeline
Optivise Advisory Services LLC4,864$532K0.27%-1,71813F-HRTimeline
Total Clarity Wealth Management, Inc.4,863$531K0.15%+1,98913F-HRTimeline
GWN SECURITIES INC.4,846$531K0.1%-12,98313F-HRTimeline
IMS Capital Management4,860$531K0.25%013F-HRTimeline
Financial Perspectives, Inc4,832$528K0.16%+2413F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC4,832$528K0.41%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,822$527K<0.01%-2,24613F-HR/ATimelineGroup
Maia Wealth LLC4,813$526K0.1%-32313F-HRTimeline
POSTROCK PARTNERS LLC4,800$525K0.25%013F-HRTimeline
Bordeaux Wealth Advisors LLC4,779$522K0.07%013F-HRTimeline
Costello Asset Management, INC4,765$521K0.2%013F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)4,762$520K0.23%new13F-HRTimeline
North Star Investment Management Corp.4,746$519K0.04%-113F-HRTimeline
JB Capital LLC4,742$518K0.03%+34813F-HRTimeline
Argent Advisors, Inc.4,724$516K0.16%013F-HRTimeline
WealthBridge Capital Management, LLC4,697$513K0.13%-1,85013F-HRTimeline
Beacon Bank & Trust4,680$511K0.12%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC4,666$510K0.12%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…4,666$510K<0.01%-75013F-HRTimeline
Finley Financial, LLC4,660$509K0.26%013F-HRTimeline
Lakeridge Wealth Management LLC4,654$509K0.23%-14113F-HRTimeline
Sierra Capital LLC4,652$508K0.06%013F-HRTimeline
QUATTRO FINANCIAL ADVISORS LLC4,644$508K0.18%013F-HRTimeline
Running Point Capital Advisors, LLC4,640$507K0.14%013F-HRTimeline
Pinnacle Financial Group, LLC / IL4,631$506K0.17%+8113F-HRTimeline
Financial Freedom, LLC4,622$505K0.27%-51013F-HRTimeline
Shared Vision Wealth Group LLC4,578$505K0.25%+39813F-HRTimeline
FWG Investments, LLC.4,617$505K0.38%new13F-HRTimeline
Alta Wealth Advisors LLC4,615$504K0.24%-84413F-HRTimeline
Jackson Hole Capital Partners, LLC4,610$504K0.09%+11713F-HRTimeline
DOLIVER ADVISORS, LP4,602$503K0.14%-19713F-HRTimeline
Parkside Investments, LLC4,594$502K0.07%-4213F-HRTimeline
Lazard Freres Gestion S.A.S.4,602$502K0.01%013F-HRTimeline
BSW Wealth Partners4,592$502K0.07%-87413F-HRTimeline
Financial Council, LLC4,573$500K0.24%013F-HRTimeline
JGP Wealth Management, LLC4,572$500K0.06%+16413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,572$500K0.03%-77813F-HR/ATimeline
CBIZ Investment Advisory Services, LLC4,536$496K0.02%-20513F-HRTimeline
Thomasville National Bank4,533$495K0.03%+3413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC4,526$495K0.15%-37,05113F-HRTimeline
Bonfire Financial4,515$493K0.4%+113F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,513$493K<0.01%new13F-HRTimelineGroup
Tassel Capital Management, Inc.4,504$492K0.38%+62313F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC4,501$492K0.34%+113F-HRTimeline
BigSur Wealth Management LLC4,500$492K0.12%013F-HRTimeline
Courage Miller Partners, LLC4,489$491K0.16%013F-HRTimeline
Relyea Zuckerberg Hanson LLC4,482$490K0.06%-2813F-HRTimeline
S.A. Mason LLC4,478$489K0.24%013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT4,459$487K0.09%-67713F-HRTimeline
Howard Capital Management Group, LLC4,449$486K0.03%013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,445$486K0.08%-35613F-HRTimeline
Asset Allocation & Management Company, …4,441$485K0.22%-1,10013F-HRTimeline
Capstone Financial Advisors, Inc.4,437$485K0.03%+1,59213F-HRTimeline
WHALEROCK POINT PARTNERS, LLC4,437$485K0.1%-16113F-HRTimeline
Clear Point Advisors Inc.4,409$482K0.41%-8913F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,408$482K0.05%-3,24913F-HRTimeline
Nabity-Jensen Investment Management Inc4,380$479K0.35%013F-HRTimeline
SFG Wealth Management, LLC.4,379$479K0.29%+2,00613F-HRTimeline
Cove Private Wealth, LLC4,365$477K0.17%+68013F-HRTimeline
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC4,361$477K0.47%+17613F-HRTimeline
INVENIO WEALTH PARTNERS LLC4,346$475K0.19%+16413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,339$474K0.08%+21213F-HRTimeline
FC Advisory LLC4,337$474K0.15%+1113F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC4,327$473K0.1%-1,47813F-HRTimeline