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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
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding41,858,334$4.82B+1,731,900Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,066,508$3.69B0.34%+1,052,94113F-HRTimelineGroup
FMR LLCin group FMR LLC22,780,536$2.62B0.16%+643,66913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY19,156,050$2.21B0.15%+485,06013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding18,671,155$2.15B+394,356Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN17,170,579$1.98B0.48%+1,028,81813F-HRTimelineGroup
LPL Financial LLC15,646,619$1.8B0.73%+1,639,87013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,210,215$1.64B0.6%13F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,978,917$1.61B0.3%+4,77613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding12,048,538$1.39B+564,830Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,344,933$1.08B0.15%+819,40813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,913,910$1.03B0.2%-160,27513F-HRTimelineGroup
First Command Advisory Services, Inc.8,803,036$1.01B9.62%+51,61313F-HRTimeline
Financial Engines Advisors L.L.C.8,374,718$965M2.03%+178,51213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.8,259,959$952M0.02%+560,66313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,136,908$938M0.63%-6,38913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,324,840$844M0.18%+25,65913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC5,561,107$641M0.16%+136,59813F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA5,271,502$607M3.1%-649,97713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\5,151,408$594M0.78%-9,25413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,140,324$592M0.93%+147,68813F-HRTimelineGroup
Provida Pension Fund Administrator5,063,906$583M11.9%-15,35013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,863,748$560M1.07%+908,13813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,101,440$473M0.69%+240,97613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,035,099$465M0.04%+386,04013F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,888,275$448M1.72%+123,61113F-HRTimelineGroup
Cresset Asset Management, LLC3,655,169$421M2.03%-2,328,40313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP3,533,595$407M2.99%+25,57313F-HRTimelineGroup
HighTower Advisors, LLC3,128,895$361M0.49%+123,76313F-HRTimeline
Acorns Advisers, LLC2,740,701$316M3.06%+101,38813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding2,570,023$296M+165,718Timeline
Cerity Partners LLCin group Cerity Partners LLC2,447,744$282M0.61%+409,96313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,416,851$278M1.23%-92,54813F-HRTimelineGroup
Millburn Ridgefield LLC /DE/2,246,861$259M6.48%+223,08613F-HRTimeline
Catalyst Capital Advisors LLC2,246,861$259M5.52%+223,08613F-HRTimeline
Circle Wealth Management, LLC2,115,948$244M5.21%+2613F-HRTimeline
Valeo Financial Advisors, LLC2,131,099$232M6.48%+37,72313F-HRTimeline
Wealthspire Advisors, LLC1,891,540$218M2.17%+128,55613F-HRTimeline
Alesco Advisors, LLC, An ESL Co1,885,736$217M6.83%-13,94813F-HRTimeline
Cetera Investment Advisers1,867,475$215M0.45%+74,36613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,833,808$211M0.2%-42013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,823,652$210M0.1%+47,57213F-HRTimelineGroup
MAI Capital Management1,821,021$210M1.56%+201,38013F-HRTimeline
Mariner, LLCin group Mariner, LLC1,804,791$208M0.35%+61,66613F-HRTimelineGroup
Clark Capital Management Group, Inc.1,747,388$201M1.41%+219,75813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,734,575$200M0.19%+251,87713F-HRTimelineGroup
Haverford Trust Co1,724,170$199M1.97%+5,37613F-HRTimeline
Modera Wealth Management, LLC1,714,704$198M2.39%+78,39013F-HRTimeline
Bronte Capital Management Pty Ltd.1,413,412$187M14.77%+507,23513F-HRTimeline
Creative Planningin group Creative Planning1,566,357$180M0.18%+150,34113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,557,253$179M0.19%+66,34513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,471,986$170M0.44%+11,00813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC1,466,229$169M2.37%+33,57613F-HRTimeline
Mesirow Financial Investment Management…1,459,071$168M3.34%+76,83413F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,414,930$163M2.28%+36,28813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,347,392$155M0.3%+151,69413F-HR/ATimeline
Federation des caisses Desjardins du Qu…1,235,897$142M0.73%+149,86613F-HRTimeline
West Coast Financial LLC1,231,490$142M15.63%+69113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,268,799$142M0.32%+103,41713F-HR/ATimelineGroup
Allworth Financial LP1,164,863$139M0.76%+320,21813F-HRTimeline
COMERICA BANK1,159,654$134M0.54%-3,79213F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,148,958$132M-121,937Timeline
M&T Bank Corpin group M&T Bank Corp1,141,600$132M0.44%+7,07713F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding1,133,404$131M+49,367Timeline
MML INVESTORS SERVICES, LLC1,125,977$130M0.45%+73,95413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,108,429$128M1.08%-12,10313F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP1,080,102$124M<0.01%-119,82513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding1,068,113$123M+641,047Timeline
Private Advisor Group, LLC1,053,697$121M0.68%+469,84813F-HRTimeline
Nationwide Fund Advisorsin group Nationwide Fund Advisors1,051,693$121M9.7%-55,70413F-HRTimelineGroup
Main Management ETF Advisors, LLCgroup of 2 filers holding1,025,428$118M+634,793Timeline
Connecticut Wealth Management, LLC1,010,875$116M5.72%+51,10413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,001,292$115M3.62%+17,42013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC977,830$113M0.31%+29,79613F-HRTimelineGroup
Janney Montgomery Scott LLC964,013$111M0.31%+161,09813F-HRTimeline
Venturi Wealth Management, LLC958,817$110M5.44%+129,94313F-HRTimeline
Sequoia Financial Advisors, LLC935,681$108M1.04%+66,74213F-HR/ATimeline
NorthCoast Asset Management LLC925,075$107M0.52%+57,56813F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.908,657$105M0.66%+4,30113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP953,017$104M0.17%-118,83113F-HRTimelineGroup
Acropolis Investment Management, LLC900,008$104M6.12%-5,42213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC896,243$103M0.17%-6,31913F-HRTimelineGroup
OAKWORTH CAPITAL, INC.894,910$103M7.09%+23,18013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding893,375$103M-12,170Timeline
GREENLEAF TRUST803,749$92.6M0.84%-38,29413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…801,214$92.3M4%-45,27513F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding796,739$91.8M+16,002Timeline
Alberta Investment Management Corp793,981$91.5M0.61%+295,13713F-HRTimeline
Moss Adams Wealth Advisors LLC785,275$90.5M9.56%+8,74113F-HRTimeline
UMB Bank, n.a.785,062$90.5M1.43%-35,24113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Destination Wealth Management774,576$89.2M2.79%-14,77013F-HRTimeline
Accredited Investors Inc.770,789$88.8M5.2%-5,76513F-HRTimeline
Horizon Investments, LLC759,142$87.5M2.51%+114,80513F-HRTimeline
BOKF, NAin group BOKF, NA769,250$87M1.47%+4,36513F-HRTimelineGroup
Steele Capital Management, Inc.753,176$86.8M4.52%+72,26113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS737,025$84.9M0.24%-4,68313F-HRTimeline
Cambridge Investment Research Advisors,…726,948$83.8M0.28%+101,21213F-HRTimeline
Dynasty Wealth Management, LLC720,964$83.1M1.43%-721,08313F-HRTimeline
SigFig Wealth Management, LLC706,015$81.2M2.94%+98813F-HRTimeline
BLB&B Advisors, LLC697,953$80.4M4.1%-22,63213F-HRTimeline
Sandy Spring Bank675,016$77.8M3.15%+17,72313F-HRTimeline
Glenview Trust Co664,801$76.6M1.44%+9,55313F-HRTimeline
J.Safra Asset Management Corp664,939$76.4M6.22%+340,08213F-HRTimeline
First Interstate Bank653,686$75.3M4.56%+6,88013F-HRTimeline
WHITTIER TRUST CO625,201$72M0.95%+99213F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding618,498$71.3M+1,481Timeline
TEACHER RETIREMENT SYSTEM OF TEXAS617,457$71.1M0.26%new13F-HRTimeline
Steward Partners Investment Advisory, L…610,310$70.3M0.62%+24,12513F-HRTimeline
NewEdge Advisors, LLC601,241$69.3M0.42%+81,99813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC594,870$68.5M4.02%-2,25313F-HRTimeline
Ally Financial Inc.in group Ally Financial Inc.588,000$67.7M8.26%+200,00013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…559,031$67.1M0.13%+68,82713F-HRTimelineGroup
St. Louis Trust Co570,292$65.7M9.4%-2,86813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC568,794$65.5M2.14%+23,12313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP564,745$65.1M0.94%+77,83613F-HRTimeline
IEQ CAPITAL, LLC557,825$64.3M0.62%+12,21413F-HRTimeline
Full Sail Capital, LLC557,675$64.3M4.09%+2,58313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.542,520$62.5M0.59%-34,24213F-HRTimelineGroup
Klingman & Associates, LLC537,324$61.9M3.81%+5,40313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers536,930$61.9M0.12%-1,17613F-HRTimelineGroup
SYNOVUS FINANCIAL CORP536,066$61.8M0.79%-38,15013F-HRTimeline
RiverFront Investment Group, LLC535,776$61.7M1.41%+304,73613F-HRTimeline
First Business Financial Services, Inc.533,412$61.5M6.08%+3,75713F-HRTimeline
TIAAgroup of 2 filers holding529,977$61.1M-8,490Timeline
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda519,486$59.9M9.03%new13F-HRTimelineGroup
SAGE FINANCIAL GROUP INC514,462$59.3M4.77%+16,44013F-HRTimeline
VICUS CAPITAL504,885$58.2M5.16%+3,77713F-HRTimeline
Financial Advisors, LLC503,261$58M11.12%+84213F-HRTimeline
One Day In July LLC495,946$57.1M5.99%-15,05913F-HRTimeline
Quotient Wealth Partners, LLC495,154$57.1M1.87%+1,76613F-HRTimeline
Clearstead Advisors, LLC494,879$57M0.87%+16,26513F-HRTimeline
First National Trust Co490,583$56.5M2.12%-8,77113F-HRTimeline
Bangor Savings Bank489,831$56.4M5.3%+9,21613F-HRTimeline
Legacy Wealth Management, LLC487,995$56.2M3.61%+10,38513F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding483,342$55.7M+45,510Timeline
Wealth Architects, LLC475,922$54.8M6.19%+12,10513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC474,184$54.6M0.07%+97,95313F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co456,559$52.6M0.69%-7,20213F-HRTimelineGroup
Stockman Wealth Management, Inc.456,554$52.6M8.24%+17,06713F-HRTimeline
&PARTNERS452,782$52.4M0.63%+123,80513F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA452,600$52.1M0.09%013F-HR/ATimelineGroup
Calamos Advisors LLCgroup of 2 filers holding451,526$52M+16,348Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO451,009$52M0.36%-1813F-HRTimelineGroup
Northwest Quadrant Wealth Management, L…443,143$51.1M11.61%+7,74813F-HRTimeline
ALLIANCEBERNSTEIN L.P.442,142$50.9M0.02%+27,78013F-HRTimeline
Choate Investment Advisors441,255$50.8M1.22%+3,68013F-HRTimeline
Sanctuary Advisors, LLC424,832$50.7M0.32%+34,51113F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.432,917$49.9M4.13%+8,35613F-HRTimeline
Atria Wealth Solutions, Inc.424,965$49M0.54%-107,74313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV422,260$48.7M0.12%-91,29213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding420,173$48.4M+13,958Timeline
MISSION WEALTH MANAGEMENT, LP417,635$48.1M1.15%-5,72013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC407,162$46.9M0.68%+13,92613F-HRTimeline
CW Advisors, LLC395,517$45.6M0.63%+4,54013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO395,146$45.5M0.83%-39,16913F-HRTimeline
CONNING INC.in group CONNING INC.393,644$45.4M1.59%013F-HRTimelineGroup
RKL Wealth Management LLC388,358$44.7M3.98%+14,13013F-HRTimeline
UNITED BANK388,165$44.7M5.33%+10,70913F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp384,741$44.3M4.21%-25,72013F-HRTimelineGroup
HCR Wealth Advisors384,034$44.2M5.54%+16,35613F-HRTimeline
CWM, LLCin group CWM, LLC381,838$44M0.18%+27,66813F-HRTimelineGroup
REBALANCE, LLC379,202$43.7M3.27%+1,89013F-HRTimeline
Chesley Taft & Associates LLC377,127$43.5M2.02%+10,86313F-HRTimeline
WMS Partners, LLC374,263$43.1M2.42%-15,76613F-HRTimeline
Opus Capital Group, LLC362,751$41.8M5.31%+2,45713F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding362,642$41.8M+228,525Timeline
Legal & General Group Plcin group Legal & General Group Plc359,222$41.4M0.01%+41,02813F-HRTimelineGroup
Valmark Advisers, Inc.356,956$41.1M0.64%-7,12213F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp356,006$41M0.13%+37213F-HRTimelineGroup
Graypoint LLC355,799$41M2.48%+6,82613F-HRTimeline
Arcataur Capital Management LLC355,080$40.9M13.79%-1,76213F-HRTimeline
Ballentine Partners, LLC352,689$40.6M0.7%+20,68513F-HRTimeline
Abound Wealth Management350,813$40.4M12.97%+17,06413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC350,404$40.4M1%-11,08113F-HRTimeline
SilverOak Wealth Management LLC349,064$40.2M8.65%+15,74713F-HRTimeline
Ally Invest Advisors Inc.341,548$39.4M3.41%+11,70413F-HRTimeline
Frontier Asset Management, LLC341,073$39.3M12.97%-29,34413F-HRTimeline
LVZ, Inc.340,728$39.3M5.03%-16,35713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC337,503$38.9M2.78%+2,75113F-HRTimeline
Capital Asset Advisory Services LLC333,948$38.8M1.91%+6,36913F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC335,982$38.7M0.06%-1,90413F-HRTimelineGroup
NewEdge Wealth, LLC334,720$38.6M0.67%+77,97813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC329,176$37.9M0.37%+17,39713F-HRTimeline
ALBION FINANCIAL GROUP /UT326,955$37.7M2.58%-4,11413F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC326,853$37.7M0.99%13F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…325,440$37.5M0.37%+109,39013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL324,269$37.4M0.11%+22,62913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC323,931$37.3M0.29%-25,22513F-HRTimelineGroup
Global Retirement Partners, LLC321,153$37M1.06%+16,42413F-HRTimeline
Starr Indemnity & Liability Co320,409$36.9M18.23%13F-HRTimeline
Colony Family Offices, LLC318,464$36.7M11.53%+1,86613F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK309,086$36.2M3.22%013F-HRTimeline
Marcum Wealth, LLC311,111$35.8M3.11%+12,40913F-HRTimeline
Magnus Financial Group LLC310,935$35.8M3.46%+5,95913F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC309,677$35.7M13.36%-48713F-HRTimeline
Maple Capital Management, Inc.309,201$35.6M2.62%+13,83013F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV308,534$35.5M5.46%+2,11313F-HRTimeline
Elk River Wealth Management LLC307,533$35.4M6.42%+4,00213F-HRTimeline
JFS WEALTH ADVISORS, LLC307,050$35.4M2.42%+9,27913F-HRTimeline
Nan Shan Life Insurance Co., Ltd.306,305$35.3M0.85%+105,02613F-HRTimeline