Position history for IEQ CAPITAL, LLC's holdings in ISHARES TR
IEQ CAPITAL, LLC holds 627,789 shares of IJR (ISHARES TR), worth $78M as of 2026-Q1. The position was increased (+12.2% shares). IJR represents 0.4% of IEQ CAPITAL, LLC's portfolio.
Current Value
$78M
Current Shares
627,789
Total Value Change
+$50.7M
Total Shares Change
+371,188
Other major holders of IJR: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC
Increased |
| 627,789 |
+12.2% |
| $78M |
| 0.4% |
| $129.20 |
40 |
| 2025-Q4 | Increased | 559,427 | +4.2% | $67.2M | 0.2% | $121.69 | 37 |
| 2025-Q3 | Increased | 537,022 | +2.4% | $63.8M | 0.2% | $118.03 | 36 |
| 2025-Q2 | Decreased | 524,527 | -35.3% | $57.3M | 0.4% | $108.58 | 0 |
| 2025-Q1 | Increased | 810,376 | +45.3% | $84.7M | 0.7% | $102.76 | 57 |
| 2024-Q4 | Increased | 557,825 | +2.2% | $64.3M | 0.6% | $113.25 | 43 |
| 2024-Q3 | Increased | 545,611 | +112.6% | $63.8M | 0.8% | $113.75 | 67 |
| 2024-Q2 | Increased | 256,601 | +49.0% | $27.4M | 0.4% | $103.63 | 47 |