How many shares of IJR does Beacon Pointe Advisors, LLC own?

As of 2026-Q2, Beacon Pointe Advisors, LLC holds 854,136 shares of IJR (ISHARES TR).

What is Beacon Pointe Advisors, LLC's IJR position worth?

As of 2026-Q2, Beacon Pointe Advisors, LLC's IJR position is worth $126.7M.

Is Beacon Pointe Advisors, LLC buying or selling IJR?

In 2026-Q2, Beacon Pointe Advisors, LLC decreased their IJR position (-3.8% change in shares).

When did Beacon Pointe Advisors, LLC first buy IJR?

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in IJR in 2018-Q4. They have held the position across 31 quarters.

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Beacon Pointe Advisors, LLC

IJR
31 quarters

Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES TR

Current Value

$126.7M

Current Shares

854,136

Total Value Change

+$123.1M

Total Shares Change

+803,076

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	854,136	-3.8%	$126.7M	0.6%	$148.31	0
2026-Q1	Increased	888,163	+396.1%	$110.4M	0.6%	$123.94	68
2025-Q4	Increased	179,033	+22.4%	$21.5M	0.2%	$119.63	41
2025-Q3	Increased	146,240	+1.9%	$17.4M	0.1%	$117.74	34
2025-Q2	Decreased	143,437	-4.7%	$15.7M	0.2%	$107.88	0
2025-Q1	Decreased	150,451	-1.3%	$15.7M	0.2%	$102.84	0
2024-Q4	Increased	152,461	+1.8%	$17.6M	0.2%	$112.97	34
2024-Q3	Decreased	149,817	-5.9%	$17.5M	0.2%	$113.62	0
2024-Q2	Decreased	159,178	-6.5%	$17M	0.2%	$103.63	0
2024-Q1	Decreased	170,155	-2.2%	$18.8M	0.2%	$107.00	0
2023-Q4	Increased	173,958	+0.3%	$18.8M	0.2%	$104.48	34
2023-Q3	Decreased	173,432	-0.5%	$16.4M	0.2%	$90.81	0
2023-Q2	Decreased	174,238	-5.8%	$17.4M	0.3%	$95.03	0
2023-Q1	Decreased	185,070	-16.8%	$17.9M	0.3%	$91.88	0
2022-Q4	Increased	222,383	+4.8%	$21M	0.4%	$90.02	36
2022-Q3	Decreased	212,143	-10.3%	$18.5M	0.4%	$82.21	0
2022-Q2	Decreased	236,443	-35.7%	$21.8M	0.5%	$86.68	0
2022-Q1	Increased	367,908	+110.5%	$39.7M	0.5%	$100.90	66
2021-Q4	Increased	174,734	+2.7%	$20M	0.5%	$106.93	41
2021-Q3	Increased	170,075	+51.4%	$18.6M	0.5%	$101.30	47
2021-Q2	Increased	112,331	+29.7%	$12.7M	0.4%	$104.34	42
2021-Q1	Increased	86,629	+11.1%	$9.4M	0.6%	$100.01	43
2020-Q4	Decreased	77,957	-1.8%	$7.2M	0.5%	$84.47	0
2020-Q3	Decreased	79,381	-34.5%	$5.6M	0.5%	$64.37	0
2020-Q2	Decreased	121,155	-24.3%	$8.3M	0.8%	$62.34	0
2020-Q1	Increased	160,027	+40.1%	$9M	1.4%	$51.04	58
2019-Q4	Increased	114,225	+17.2%	$9.6M	3.0%	$76.03	55
2019-Q3	Decreased	97,452	-4.6%	$7.6M	3.3%	$70.40	0
2019-Q2	Increased	102,199	+76.9%	$8M	2.9%	$70.59	71
2019-Q1	Increased	57,785	+13.2%	$4.5M	1.7%	$69.34	48
2018-Q4	New	51,060	-	$3.5M	2.1%	$61.72	69

Other major holders of IJR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

IJR31 quarters

IJR
31 quarters