Skip to content

IJH ISHARES TR

Follow

COM (fund)

2,401 managers (2,429 13F filers) reported a position in IJH shares at 2025-03-31, 1,212,851,607 shares in all. 91 filers opened a position and 123 filers sold out during the quarter.

Managers
2,401
13F filers
2,429
New
91
Added
1,123
Reduced
858
Sold out
123
Shares held by filers
1,212,851,607

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.7,466$436K0.11%+3313F-HRTimeline
WNY Asset Management, LLC7,421$433K0.05%+12313F-HRTimeline
Cascade Financial Partners, LLC7,388$431K0.05%new13F-HRTimeline
Smith Salley Wealth Management7,370$430K0.03%-25013F-HRTimeline
Live Oak Private Wealth LLC7,355$429K0.07%+913F-HRTimeline
Carson Advisory Inc.7,304$426K0.29%+1,07113F-HRTimeline
Tradition Wealth Management, LLC7,296$426K0.04%+26313F-HRTimeline
Mason Investment Advisory Services, Inc.7,275$425K0.03%+1713F-HRTimeline
Peak Asset Management, LLC7,275$425K0.08%-47513F-HRTimeline
Chancellor Financial Group WB LP7,257$423K0.35%-413F-HRTimeline
Bogart Wealth, LLC7,256$423K0.02%013F-HRTimeline
NORDEN GROUP LLC7,229$422K0.05%-27613F-HRTimeline
Grove Street Fiduciary, LLC7,187$419K0.21%+2,30013F-HRTimeline
DDD Partners, LLC7,146$417K0.05%-6413F-HRTimeline
My Personal CFO, LLC7,140$417K0.21%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.7,129$416K0.04%+1,73313F-HRTimelineGroup
Heritage Trust Co7,124$416K0.05%013F-HRTimeline
Ardent Capital Management, Inc.7,120$415K0.18%013F-HRTimeline
Aries Wealth Management7,071$413K0.11%013F-HRTimeline
Capital Planning LLC7,067$412K0.12%013F-HRTimeline
CapWealth Advisors, LLC7,060$412K0.04%-14513F-HRTimeline
Saiph Capital, LLC7,031$410K0.2%new13F-HRTimeline
Greenhouse Wealth Management, LLC7,017$409K0.31%+1913F-HRTimeline
Selway Asset Management7,000$408K0.17%013F-HRTimeline
Mason & Associates Inc6,988$408K0.1%-17513F-HRTimeline
Balentine LLC6,981$407K0.02%013F-HRTimeline
Onyx Bridge Wealth Group LLC6,979$407K0.06%+9313F-HRTimeline
BIP Wealth, LLC6,972$407K0.03%-82913F-HRTimeline
WealthPLAN Partners, LLC6,968$407K0.06%+1,76013F-HRTimeline
PATTEN & PATTEN INC/TN6,950$406K0.03%-33013F-HRTimeline
HUB Investment Partners, LLC6,917$404K0.02%+1,19813F-HRTimeline
Dynamic Financial Group6,917$404K0.4%+32713F-HRTimeline
Performance Wealth Partners, LLC6,864$401K0.01%-46613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …6,861$400K0.01%-3,69513F-HRTimelineGroup
TI-TRUST, INC6,860$400K0.27%-6813F-HRTimeline
Clear Point Advisors Inc.6,837$399K0.36%-83713F-HRTimeline
JT Stratford LLC6,828$398K0.07%-9313F-HRTimeline
Keebeck Wealth Management6,825$398K0.06%013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC6,817$398K0.27%-3013F-HRTimeline
Rise Advisors, LLC6,816$398K0.18%-2,24113F-HRTimeline
Penobscot Investment Management Company…6,815$398K0.04%+1,41513F-HRTimeline
Legacy PCG, LLC6,795$396K0.28%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP6,778$396K0.06%+53413F-HRTimeline
Mainstream Capital Management LLC6,759$394K0.31%-29013F-HRTimeline
OKABENA INVESTMENT SERVICES INC6,755$394K0.1%013F-HRTimeline
Values Added Financial LLC6,736$393K0.22%-66513F-HRTimeline
Center For Asset Management LLC6,735$393K0.24%013F-HRTimeline
Mystic Asset Management, Inc.6,720$392K0.1%+60013F-HRTimeline
Kings Path Partners LLC6,700$391K0.19%013F-HRTimeline
Accredited Wealth Management, LLC6,635$387K0.33%+1,24413F-HRTimeline
Peregrine Asset Advisers, Inc.6,630$387K0.14%-8013F-HRTimeline
Black Diamond Financial, LLC6,574$384K0.06%+913F-HRTimeline
J. L. Bainbridge & Co., Inc.6,573$384K0.04%-5013F-HRTimeline
One Wealth Management Investment & Advi…6,573$384K0.64%-22613F-HRTimeline
BCGM Wealth Management, LLC6,553$382K0.12%-8713F-HRTimeline
Latitude Advisors, LLC6,546$382K0.22%-65613F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC6,535$381K0.19%013F-HRTimeline
Meridian Financial Partners LLC6,535$381K0.19%013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.6,526$381K0.06%+27513F-HRTimeline
Radnor Capital Management, LLC6,510$380K0.06%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,510$380K<0.01%new13F-HRTimelineGroup
WealthCare Investment Partners, LLC7,076$379K0.16%+26213F-HRTimeline
Brooklyn Investment Group6,492$379K0.08%new13F-HRTimeline
Elios Financial Group Inc.6,457$377K0.19%-10613F-HRTimeline
Tradewinds, LLC.6,455$377K0.11%+313F-HRTimeline
MCDANIEL TERRY & CO6,440$376K0.03%013F-HRTimeline
Sonora Investment Management Group, LLC6,443$376K0.03%-4013F-HRTimeline
Sunburst Financial Group, LLC6,427$375K0.09%-15913F-HRTimeline
Moss Adams Wealth Advisors LLC6,423$375K0.04%+1,82813F-HRTimeline
Prodigy Asset Management LLC6,420$375K0.3%+1,61113F-HRTimeline
Berkeley Capital Partners, LLC6,410$374K0.1%013F-HRTimeline
Sheridan Capital Management, LLC6,400$373K0.27%+2,60013F-HRTimeline
FOSTER & MOTLEY INC6,399$373K0.02%013F-HRTimeline
Maia Wealth LLC6,762$372K0.08%+1,31913F-HRTimeline
Asset Dedication, LLC6,359$371K0.03%+52013F-HRTimeline
Abound Wealth Management6,354$371K0.12%+1,32213F-HRTimeline
Marble Harbor Investment Counsel, LLC6,335$370K0.04%013F-HRTimeline
Archer Investment Corp6,311$368K0.1%+113F-HRTimeline
J.P. Marvel Investment Advisors, LLC6,295$367K0.06%013F-HRTimeline
Stonegate Investment Group, LLC6,264$366K0.01%+1,81413F-HRTimeline
L.M. KOHN & COMPANY6,251$365K0.1%-13113F-HRTimeline
Ashford Advisors, LLC6,250$365K0.09%013F-HRTimeline
WPWealth LLP6,244$364K0.07%013F-HRTimeline
Phillips Wealth Planners LLC6,699$364K0.38%+30813F-HRTimeline
Range Financial Group LLC6,238$364K0.16%+10113F-HRTimeline
Morton Capital Management LLC/CA6,234$364K0.07%+10713F-HRTimeline
Alpha Cubed Investments, LLC6,226$363K0.02%+25513F-HRTimeline
Sandbox Financial Partners, LLC6,204$362K0.13%-134,73313F-HRTimeline
Teamwork Financial Advisors, LLC6,183$361K0.05%-8,68213F-HRTimeline
Pollock Investment Advisors, LLC6,175$360K0.29%013F-HRTimeline
Financial Guidance Group, Inc.6,175$360K0.19%+25013F-HRTimeline
OBSIDIAN CIO, LLC6,173$360K0.06%+49213F-HRTimeline
First Bancorp, Inc /ME/6,163$360K0.23%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…6,152$359K0.26%new13F-HRTimelineGroup
NWF Advisory Services Inc.6,146$359K0.05%-2,23013F-HRTimeline
Rappaport Reiches Capital Management, L…6,135$358K0.09%-51013F-HRTimeline
Envision Financial LLC6,121$357K0.27%-1,96513F-HRTimeline
ADE, LLC6,105$356K0.21%+113F-HRTimeline
Montz Harcus Wealth Management LLC6,091$355K0.19%+1513F-HRTimeline
Rothschild Capital Partners, LLC6,090$355K0.09%-63513F-HRTimeline
BARR E S & CO6,085$355K0.02%013F-HRTimeline
Collaborative Wealth Managment Inc.6,068$354K0.17%-1,55713F-HRTimeline
Auxano Advisors, LLC6,043$353K0.09%+1713F-HRTimeline
Global Financial Private Client, LLC6,035$352K0.13%013F-HRTimeline
Trek Financial, LLC6,034$352K0.03%+35913F-HRTimeline
ARS Wealth Advisors Group, LLC6,016$351K0.05%+17013F-HRTimeline
IMS Capital Management6,015$351K0.18%-50013F-HRTimeline
LexAurum Advisors, LLC6,003$350K0.07%-8513F-HRTimeline
Plum Street Advisors, LLC5,991$350K0.17%013F-HRTimeline
JB Capital LLC5,986$349K0.02%+12613F-HRTimeline
BOS Asset Management, LLC5,974$349K0.12%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,946$347K0.06%-2,30313F-HRTimeline
W ADVISORS, LLC5,931$346K0.22%013F-HRTimeline
CALTON & ASSOCIATES, INC.5,925$346K0.08%new13F-HR/ATimeline
Faithward Advisors, LLC5,925$346K0.06%-13513F-HRTimeline
Jentner Corp5,900$344K0.1%013F-HRTimeline
TFC Financial Management, Inc.5,894$344K0.05%+213F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC5,890$344K0.02%013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC5,890$344K0.12%013F-HRTimeline
Latko Wealth Management, Ltd.5,884$343K0.22%-38113F-HRTimeline
Synergy Investment Management, LLC5,874$343K0.14%+7713F-HRTimeline
Van Cleef Asset Management,Inc5,855$342K0.04%-1513F-HRTimeline
GPS Wealth Strategies Group, LLC5,851$341K0.05%+7113F-HRTimeline
Fox Financial, Inc5,840$341K0.32%013F-HRTimeline
Main Street Group, LTD5,793$338K0.13%+16713F-HRTimeline
REAP Financial Group, LLC5,783$337K0.08%013F-HRTimeline
Legacy Edge Advisors, LLC5,775$337K0.05%+22513F-HRTimeline
Houlihan Financial Resource Group, Ltd.5,755$336K0.15%013F-HRTimeline
Bull Street Advisors, LLC5,745$335K0.16%013F-HRTimeline
Edgestream Partners, L.P.5,739$335K0.01%+2,49013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,725$334K0.07%new13F-HRTimeline
Aberdeen Wealth Management LLC5,725$334K0.23%013F-HRTimeline
Bernardo Wealth Planning LLC5,724$334K0.08%+113F-HR/ATimeline
Secure Asset Management, LLC5,705$333K0.07%+1,69213F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,705$333K0.07%-13013F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC5,684$332K0.13%-7313F-HRTimeline
Vantage Point Financial LLC5,656$330K0.17%-49213F-HRTimeline
Successful Portfolios LLC5,644$329K0.22%+9413F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp5,635$329K<0.01%013F-HRTimelineGroup
Clarity Capital Partners LLC5,625$328K0.13%+55413F-HRTimeline
Financial Perspectives, Inc5,620$328K0.11%+9213F-HRTimeline
Gradient Capital Advisors, LLC5,605$327K0.11%013F-HRTimeline
McNaughton Wealth Management, LLC5,600$327K0.16%013F-HRTimeline
Mission Financial Group, LLC4,791$324K0.3%13F-HRTimeline
FORTE CAPITAL LLC /ADV5,520$322K0.04%+19113F-HRTimeline
Heritage Family Offices, LLP5,520$322K0.16%+413F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…5,500$321K0.12%-6,50013F-HRTimelineGroup
Welch Group, LLC5,513$321K0.01%+60413F-HRTimeline
STALEY CAPITAL ADVISERS INC5,470$319K0.01%-1,58513F-HRTimeline
Aspen Investment Management Inc5,475$319K0.15%+1,00413F-HRTimeline
LongView Wealth Management5,455$318K0.1%-42513F-HRTimeline
Creative Capital Management Investments…5,454$318K0.12%+70013F-HRTimeline
Selective Wealth Management, Inc.5,851$318K0.14%+1513F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC5,448$318K0.13%+113F-HRTimeline
Millstone Evans Group, LLC5,448$318K0.22%+16413F-HRTimeline
POTOMAC FUND MANAGEMENT INC /ADV5,927$318K0.14%-1,08313F-HR/ATimeline
Family Office Research LLC5,443$318K0.15%+34813F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,441$317K0.02%new13F-HRTimeline
Shira Ridge Wealth Management5,436$317K0.16%-18813F-HRTimeline
Partners in Financial Planning5,428$317K0.06%+613F-HRTimeline
Signal Advisors Wealth, LLC5,418$316K0.03%+1,40513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC5,400$315K0.06%013F-HRTimeline
Drum Hill Capital, LLC5,375$314K0.36%013F-HRTimeline
Gilman Hill Asset Management, LLC5,350$312K0.05%013F-HRTimeline
Segment Wealth Management, LLC5,340$312K0.02%013F-HRTimeline
SkyOak Wealth, LLC5,325$311K0.07%-62513F-HRTimeline
Berger Financial Group, Inc5,296$309K0.02%new13F-HRTimeline
Requisite Capital Management, LLC5,295$309K0.07%+2013F-HRTimeline
BANK OZK5,282$308K0.13%-28813F-HRTimeline
Watts Gwilliam & Co., LLC5,276$308K0.07%+75313F-HRTimeline
Ellsworth Advisors, LLC5,259$307K0.08%+913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co5,255$307K0.02%+713F-HRTimelineGroup
THOMPSON SIEGEL & WALMSLEY LLC5,238$306K0.01%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC5,240$306K0.09%+1,05813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,213$304K0.06%+7213F-HRTimeline
Canopy Partners, LLC5,201$303K0.12%+52113F-HRTimeline
Resurgent Financial Advisors LLC5,153$301K0.18%+11113F-HRTimeline
Naviter Wealth, LLC5,147$300K0.04%013F-HRTimeline
Fingerlakes Wealth Management, Inc.5,097$297K0.25%+1,14913F-HRTimeline
RVW Wealth, LLC5,090$297K0.03%-71213F-HRTimeline
Richmond Investment Services, LLC5,089$297K0.16%+613F-HRTimeline
Auour Investments LLC5,215$297K0.11%+22013F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,039$294K0.17%+113F-HRTimeline
Facet Wealth, Inc.5,021$294K0.01%-65413F-HRTimeline
Fiduciary Alliance LLC5,034$294K0.03%+1,70213F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT5,027$293K0.01%-52313F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC5,014$293K0.14%013F-HRTimeline
BANTAMAC CAPITAL, LLC5,000$292K0.14%013F-HRTimeline
Parker Investment Management, LLC4,998$292K0.05%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV5,015$291K0.15%013F-HRTimeline
4J Wealth Management LLC4,977$290K0.23%-6613F-HRTimeline
Greenspring Advisors, LLC4,955$289K0.07%013F-HRTimeline
James J. Burns & Company, LLC4,937$288K0.05%+11113F-HRTimeline
HFR Wealth Management, LLC4,936$288K0.07%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,238$288K0.11%new13F-HRTimeline
JFG Wealth Management, LLC4,930$288K0.07%-3513F-HRTimeline
Monterey Private Wealth, Inc.4,928$288K0.08%+2413F-HRTimeline
Worth Financial Advisory Group, LLC4,905$286K0.18%-2013F-HRTimeline
Mason & Associates, LLC4,903$286K0.08%-19213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,900$286K0.03%+3713F-HRTimelineGroup