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IJH ISHARES TR

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2,441 managers (2,469 13F filers) reported a position in IJH shares at 2024-12-31, 1,194,601,053 shares in all. 89 filers opened a position and 82 filers sold out during the quarter.

Managers
2,441
13F filers
2,469
New
89
Added
1,098
Reduced
748
Sold out
82
Shares held by filers
1,194,601,053

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
Grant Street Asset Management, Inc.7,433$463K0.12%+3813F-HRTimeline
Avion Wealth7,435$463K0.12%013F-HRTimeline
Lion Street Advisors, LLC7,415$462K0.15%+50613F-HRTimeline
Values Added Financial LLC7,401$461K0.27%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC7,350$458K0.09%+1,94513F-HRTimeline
Live Oak Private Wealth LLC7,346$458K0.08%-8013F-HRTimeline
Performance Wealth Partners, LLC7,330$457K0.01%013F-HRTimeline
Peterson Wealth Services7,317$456K0.14%-3713F-HRTimeline
WNY Asset Management, LLC7,298$455K0.06%-1,22013F-HRTimeline
PATTEN & PATTEN INC/TN7,280$454K0.03%-17013F-HRTimeline
Chancellor Financial Group WB LP7,261$452K0.36%13F-HRTimeline
Mason Investment Advisory Services, Inc.7,258$452K0.03%+2613F-HRTimeline
Bogart Wealth, LLC7,256$452K0.02%-35013F-HRTimeline
Barnes Wealth Management Group, Inc7,220$450K0.3%13F-HRTimeline
DDD Partners, LLC7,210$449K0.06%+6713F-HRTimeline
CapWealth Advisors, LLC7,205$449K0.05%013F-HRTimeline
Latitude Advisors, LLC7,202$449K0.25%-2,39313F-HRTimeline
Mowery & Schoenfeld Wealth Management, …7,200$449K0.87%new13F-HRTimeline
Scissortail Wealth Management, LLC7,165$446K0.11%+7,16013F-HRTimeline
Mason & Associates Inc7,163$446K0.11%+17513F-HRTimeline
My Personal CFO, LLC7,140$445K0.23%013F-HRTimeline
Heritage Trust Co7,124$444K0.05%13F-HRTimeline
Ardent Capital Management, Inc.7,120$444K0.2%013F-HRTimeline
Roundview Capital LLC7,111$443K0.03%+46313F-HRTimeline
Aries Wealth Management7,071$441K0.12%013F-HRTimeline
Capital Planning LLC7,067$440K0.12%-7313F-HRTimeline
STALEY CAPITAL ADVISERS INC7,055$440K0.02%-20013F-HRTimeline
Mainstream Capital Management LLC7,049$439K0.31%013F-HRTimeline
Tradition Wealth Management, LLC7,033$438K0.04%-5613F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp7,025$438K0.06%+30013F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV7,010$437K0.03%13F-HR/ATimeline
Selway Asset Management7,000$436K0.17%013F-HR/ATimeline
Greenhouse Wealth Management, LLC6,998$436K0.29%+2813F-HRTimeline
McElhenny Sheffield Capital Management,…6,990$436K0.15%-67513F-HRTimeline
Balentine LLC6,981$435K0.02%013F-HRTimeline
TI-TRUST, INC6,928$432K0.29%013F-HRTimeline
JT Stratford LLC6,921$431K0.07%+5813F-HRTimeline
Occidental Asset Management, LLC6,887$429K0.07%+513F-HRTimeline
Onyx Bridge Wealth Group LLC6,886$429K0.06%+31113F-HRTimeline
Kovack Advisors, Inc.6,859$427K0.04%+2,62513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC6,847$427K0.28%-16113F-HRTimeline
Canvas Wealth Advisors, LLC6,830$426K0.11%-6913F-HRTimeline
Keebeck Wealth Management6,825$425K0.06%-2813F-HRTimeline
WHALEROCK POINT PARTNERS, LLC6,820$425K0.1%013F-HRTimeline
One Wealth Management Investment & Advi…6,799$424K0.67%-3413F-HRTimeline
WealthCare Investment Partners, LLC6,814$423K0.18%+2913F-HRTimeline
Legacy PCG, LLC6,795$423K0.3%-15913F-HRTimeline
GWN SECURITIES INC.6,715$422K0.11%13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP6,757$421K<0.01%new13F-HRTimelineGroup
OKABENA INVESTMENT SERVICES INC6,755$421K0.12%013F-HRTimeline
Center For Asset Management LLC6,735$420K0.27%013F-HRTimeline
Rothschild Capital Partners, LLC6,725$419K0.1%+9413F-HRTimeline
Peregrine Asset Advisers, Inc.6,710$418K0.15%-14513F-HRTimeline
Kings Path Partners LLC6,700$417K0.18%013F-HRTimeline
Rappaport Reiches Capital Management, L…6,645$414K0.11%-47513F-HRTimeline
BCGM Wealth Management, LLC6,640$414K0.13%+5713F-HRTimeline
J. L. Bainbridge & Co., Inc.6,623$413K0.04%-92713F-HRTimeline
Mendota Financial Group, LLC6,608$412K0.27%-1,85713F-HRTimeline
Tradewinds, LLC.6,452$411K0.11%-1,25413F-HRTimeline
Lifeworks Advisors, LLC6,594$411K0.07%-8,01113F-HRTimeline
Dynamic Financial Group6,590$411K0.42%13F-HRTimeline
Sunburst Financial Group, LLC6,586$410K0.1%-16313F-HRTimeline
Black Diamond Financial, LLC6,565$409K0.06%+2,72513F-HRTimeline
Pinnacle Wealth Management Group, Inc.6,563$409K0.25%+48413F-HRTimeline
Elios Financial Group Inc.6,563$409K0.19%+1213F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC6,535$407K0.21%+28513F-HRTimeline
Meridian Financial Partners LLC6,535$407K0.21%013F-HRTimeline
FLOW TRADERS U.S. LLC6,521$406K0.02%new13F-HRTimeline
IMS Capital Management6,515$406K0.19%013F-HRTimeline
MKD WEALTH COACHES, LLC6,487$404K0.41%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP6,244$404K0.06%-62213F-HRTimeline
Sonora Investment Management Group, LLC6,483$404K0.03%013F-HRTimeline
MCDANIEL TERRY & CO6,440$401K0.03%013F-HRTimeline
Berkeley Capital Partners, LLC6,410$399K0.11%+213F-HRTimeline
FOSTER & MOTLEY INC6,399$399K0.03%-4613F-HRTimeline
Fermata Advisors, LLC6,389$398K0.07%-1,27013F-HRTimeline
L.M. KOHN & COMPANY6,382$398K0.1%-21913F-HRTimeline
Sugarloaf Wealth Management, LLC6,381$398K0.08%+19213F-HRTimeline
Phillips Wealth Planners LLC6,391$396K0.39%+3413F-HRTimeline
Marble Harbor Investment Counsel, LLC6,335$395K0.04%-1,30013F-HRTimeline
Archer Investment Corp6,310$393K0.1%+12913F-HRTimeline
Bison Wealth, LLC6,297$392K0.09%+16113F-HRTimeline
J.P. Marvel Investment Advisors, LLC6,295$392K0.06%013F-HRTimeline
Latko Wealth Management, Ltd.6,265$390K0.23%+64113F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.6,251$390K0.06%+95213F-HRTimeline
Ashford Advisors, LLC6,250$389K0.09%013F-HRTimeline
WPWealth LLP6,244$389K0.08%-4,68613F-HRTimeline
XPONANCE LLC6,235$389K<0.01%+2,96613F-HRTimeline
Morton Brown Family Wealth, LLC6,234$388K0.14%013F-HRTimeline
Carson Advisory Inc.6,233$388K0.27%+59113F-HRTimeline
Camarda Financial Advisors, LLC6,177$385K0.14%+2,94713F-HRTimeline
Pollock Investment Advisors, LLC6,175$385K0.31%13F-HRTimeline
First Bancorp, Inc /ME/6,163$384K0.26%013F-HRTimeline
Vantage Point Financial LLC6,148$383K0.21%13F-HRTimeline
Range Financial Group LLC6,137$382K0.18%+2113F-HRTimeline
Morton Capital Management LLC/CA6,127$382K0.07%+413F-HRTimeline
Park Square Financial Group, LLC6,125$382K0.26%13F-HRTimeline
Mystic Asset Management, Inc.6,120$381K0.1%+1,30013F-HRTimeline
ADE, LLC6,104$380K0.23%+113F-HRTimeline
LexAurum Advisors, LLC6,088$379K0.08%-34513F-HRTimeline
BARR E S & CO6,085$379K0.02%013F-HRTimeline
Montz Harcus Wealth Management LLC6,076$379K0.21%+2213F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding6,065$378K-468,069Timeline
Faithward Advisors, LLC6,060$378K0.06%013F-HRTimeline
Global Financial Private Client, LLC6,035$376K0.14%013F-HRTimeline
Auxano Advisors, LLC6,026$375K0.09%+2613F-HRTimeline
Plum Street Advisors, LLC5,991$373K0.18%013F-HRTimeline
BOS Asset Management, LLC5,974$372K0.13%+8013F-HRTimeline
Heritage Financial Services, LLC5,972$372K0.05%+70713F-HRTimeline
Alpha Cubed Investments, LLC5,971$372K0.02%+3113F-HRTimeline
SkyOak Wealth, LLC5,950$371K0.08%+62513F-HRTimeline
W ADVISORS, LLC5,931$370K0.23%013F-HRTimeline
Financial Guidance Group, Inc.5,925$369K0.2%-81513F-HRTimeline
Legacy Bridge, LLC5,920$369K0.19%013F-HRTimeline
Selective Wealth Management, Inc.5,836$368K0.15%-86313F-HRTimeline
Jentner Corp5,900$368K0.11%013F-HRTimeline
TFC Financial Management, Inc.5,892$367K0.06%+313F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC5,890$367K0.02%013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC5,890$367K0.11%013F-HRTimeline
LongView Wealth Management5,880$366K0.11%+1,36013F-HRTimeline
Van Cleef Asset Management,Inc5,870$366K0.04%013F-HRTimeline
JB Capital LLC5,860$365K0.02%-1,10913F-HRTimeline
ARS Wealth Advisors Group, LLC5,846$364K0.05%+113F-HRTimeline
Fox Financial, Inc5,840$364K0.33%-19013F-HRTimeline
Asset Dedication, LLC5,839$364K0.03%-14113F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,835$364K0.07%-47,11013F-HRTimeline
Facet Wealth, Inc.5,675$363K0.01%-1,37113F-HRTimeline
Gray Wealth Management Inc.5,824$363K0.14%+313F-HRTimeline
RVW Wealth, LLC5,802$362K0.03%-25513F-HRTimeline
Synergy Investment Management, LLC5,797$361K0.16%13F-HRTimeline
REAP Financial Group, LLC5,783$360K0.09%013F-HRTimeline
GPS Wealth Strategies Group, LLC5,780$360K0.05%+58913F-HRTimeline
Houlihan Financial Resource Group, Ltd.5,755$359K0.15%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,760$359K0.18%013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC5,757$359K0.14%+2,47013F-HRTimeline
Eagle Strategies LLC5,746$358K0.06%+29613F-HRTimeline
Bull Street Advisors, LLC5,745$358K0.17%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC5,738$358K0.07%13F-HRTimeline
Aberdeen Wealth Management LLC5,725$357K0.24%013F-HRTimeline
HUB Investment Partners, LLC5,719$356K0.01%-2,12413F-HRTimeline
Northstar Advisory Group, LLC5,685$354K0.18%-115,44013F-HRTimeline
Bernardo Wealth Planning LLC5,723$354K0.08%+32213F-HRTimeline
OBSIDIAN CIO, LLC5,681$354K0.06%+2313F-HRTimeline
Trek Financial, LLC5,675$354K0.03%013F-HRTimeline
Maia Wealth LLC5,443$352K0.08%-44913F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp5,635$351K<0.01%013F-HRTimelineGroup
Main Street Group, LTD5,626$351K0.13%+28913F-HRTimeline
Shira Ridge Wealth Management5,624$350K0.17%+213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP5,612$350K0.01%-68413F-HR/ATimelineGroup
Community Financial Services Group, LLC5,608$349K0.07%-23,63113F-HRTimeline
Gradient Capital Advisors, LLC5,605$349K0.11%-10813F-HRTimeline
McNaughton Wealth Management, LLC5,600$349K0.17%013F-HRTimeline
BANK OZK5,570$347K0.14%-4213F-HRTimeline
Successful Portfolios LLC5,550$346K0.23%+12913F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT5,550$346K0.02%+47513F-HRTimeline
Legacy Edge Advisors, LLC5,550$345K0.05%013F-HRTimeline
Clear Creek Financial Management, LLC5,534$345K0.04%+5013F-HRTimeline
Financial Perspectives, Inc5,528$344K0.12%+21413F-HRTimeline
Heritage Family Offices, LLP5,516$344K0.17%+513F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC5,447$339K0.15%-37013F-HRTimeline
Partners in Financial Planning5,422$338K0.07%-32113F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC5,400$336K0.05%-3,42013F-HRTimeline
Penobscot Investment Management Company…5,400$336K0.03%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.5,396$336K0.03%-9413F-HRTimelineGroup
Accredited Wealth Management, LLC5,391$336K0.29%13F-HRTimeline
Drum Hill Capital, LLC5,375$335K0.42%13F-HRTimeline
Gilman Hill Asset Management, LLC5,350$333K0.06%013F-HRTimeline
Segment Wealth Management, LLC5,340$333K0.02%013F-HRTimeline
FORTE CAPITAL LLC /ADV5,329$332K0.04%+10413F-HRTimeline
Transform Wealth, LLC5,325$332K0.02%+813F-HRTimeline
Millstone Evans Group, LLC5,284$329K0.22%13F-HRTimeline
Requisite Capital Management, LLC5,275$329K0.07%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV5,015$328K0.13%13F-HRTimeline
Ellsworth Advisors, LLC5,250$327K0.09%-2,10213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,248$327K0.02%+1,06813F-HRTimelineGroup
Smart Money Group LLC5,247$327K0.11%+2113F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC5,238$326K0.01%-18513F-HRTimeline
STRATEGY ASSET MANAGERS LLC5,228$326K0.06%-33013F-HRTimeline
Trademark Financial Management, LLC5,217$325K0.26%+5113F-HRTimeline
WealthPLAN Partners, LLC5,208$325K0.05%-72613F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC5,201$324K0.01%-25713F-HRTimelineGroup
Auour Investments LLC4,995$323K0.11%013F-HRTimeline
Gibbs Wealth Management5,175$322K0.09%+42913F-HRTimeline
Integrated Capital Management, LLC5,171$322K0.17%new13F-HRTimeline
Naviter Wealth, LLC5,147$321K0.04%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,141$320K0.06%+32513F-HRTimeline
Family Office Research LLC5,095$317K0.14%13F-HRTimeline
Mason & Associates, LLC5,095$317K0.09%-10813F-HRTimeline
Richmond Investment Services, LLC5,083$317K0.18%13F-HRTimeline
Clarity Capital Partners LLC5,071$316K0.16%+1,45613F-HRTimeline
LJI Wealth Management, LLC5,064$316K0.06%+88213F-HRTimeline
Silicon Valley Capital Partners5,060$315K0.04%-41813F-HRTimeline
4J Wealth Management LLC5,043$314K0.25%+313F-HRTimeline
Resurgent Financial Advisors LLC5,042$314K0.19%+5513F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,038$314K0.14%13F-HRTimeline
Abound Wealth Management5,032$314K0.1%+20613F-HRTimeline
Madrona Financial Services, LLC5,026$313K0.09%+2013F-HRTimeline
Brick & Kyle, Associates5,025$313K0.13%013F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC5,014$312K0.15%013F-HRTimeline
BANTAMAC CAPITAL, LLC5,000$312K0.14%013F-HRTimeline