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IJH ISHARES TR

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2,417 managers (2,445 13F filers) reported a position in IJH shares at 2025-06-30, 1,216,162,543 shares in all. 109 filers opened a position and 87 filers sold out during the quarter.

Managers
2,417
13F filers
2,445
New
109
Added
968
Reduced
1,002
Sold out
87
Shares held by filers
1,216,162,543

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Mason Investment Advisory Services, Inc.7,295$452K0.02%+2013F-HRTimeline
Peak Asset Management, LLC7,275$451K0.08%013F-HRTimeline
IAG Wealth Partners, LLC7,267$451K0.06%-72113F-HRTimeline
Black Diamond Financial, LLC7,229$448K0.07%+65513F-HRTimeline
Chancellor Financial Group WB LP7,222$448K0.35%-3513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …7,200$447K0.72%-1,19713F-HRTimeline
Grove Street Fiduciary, LLC7,200$447K0.22%+1313F-HRTimeline
Platform Technology Partners7,182$445K0.12%new13F-HRTimeline
DDD Partners, LLC7,148$443K0.05%+213F-HRTimeline
My Personal CFO, LLC7,140$443K0.2%013F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC7,131$442K0.21%-1,73213F-HRTimeline
Heritage Trust Co7,124$442K0.05%013F-HRTimeline
Next Level Wealth Planning, LLC7,121$442K0.28%-3,61713F-HRTimeline
Ardent Capital Management, Inc.7,120$442K0.21%013F-HRTimeline
Aries Wealth Management7,071$439K0.11%013F-HRTimeline
Capital Planning LLC7,067$438K0.14%013F-HRTimeline
CapWealth Advisors, LLC7,060$438K0.04%013F-HRTimeline
Avion Wealth7,059$437K0.1%-37613F-HR/ATimeline
Greenhouse Wealth Management, LLC7,037$436K0.28%+2013F-HRTimeline
F/m Investments LLC7,025$436K0.02%-4,91013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.7,019$435K0.06%+49313F-HRTimeline
JT Stratford LLC7,013$435K0.07%+18513F-HRTimeline
J.Safra Asset Management Corp7,006$435K0.03%new13F-HR/ATimeline
Mason & Associates Inc6,988$433K0.1%013F-HRTimeline
Bridgewater Advisors Inc.6,744$433K0.03%+2,78613F-HRTimeline
Tradition Wealth Management, LLC6,960$432K0.03%-33613F-HRTimeline
Brookwood Investment Group LLC6,959$432K0.07%-5,23513F-HRTimeline
Phillips Wealth Planners LLC6,805$432K0.39%+10613F-HRTimeline
Dynamic Financial Group6,917$429K0.41%013F-HRTimeline
Welch Group, LLC6,898$428K0.02%+1,38513F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,876$426K0.02%-5,51513F-HRTimelineGroup
TI-TRUST, INC6,860$425K0.29%013F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC6,794$421K0.26%-2313F-HRTimeline
Montz Harcus Wealth Management LLC6,773$420K0.2%+68213F-HRTimeline
Mill Creek Capital Advisors, LLC6,767$420K0.01%-2,70613F-HRTimeline
Rollins Financial Advisors, LLC6,766$420K0.07%-1,25013F-HRTimeline
Center For Asset Management LLC6,735$419K0.26%013F-HRTimeline
Mainstream Capital Management LLC6,744$418K0.3%-1513F-HRTimeline
Values Added Financial LLC6,736$418K0.2%013F-HRTimeline
Legacy PCG, LLC6,726$417K0.27%-6913F-HRTimeline
Collaborative Wealth Managment Inc.6,715$416K0.18%+64713F-HRTimeline
JB Capital LLC6,686$415K0.02%+70013F-HRTimeline
Clear Point Advisors Inc.6,658$413K0.35%-17913F-HRTimeline
Mystic Asset Management, Inc.6,645$412K0.1%-7513F-HRTimeline
Peregrine Asset Advisers, Inc.6,642$412K0.13%+1213F-HRTimeline
Radnor Capital Management, LLC6,610$410K0.07%+10013F-HRTimeline
Onyx Bridge Wealth Group LLC6,580$408K0.05%-39913F-HRTimeline
Sovran Advisors, LLC6,430$408K0.04%-7,55613F-HRTimeline
BCGM Wealth Management, LLC6,573$408K0.11%+2013F-HRTimeline
J. L. Bainbridge & Co., Inc.6,573$408K0.04%013F-HRTimeline
Facet Wealth, Inc.6,464$407K0.01%+1,44313F-HRTimeline
Asset Dedication, LLC6,562$407K0.03%+20313F-HRTimeline
One Wealth Management Investment & Advi…6,558$407K0.52%-1513F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC6,535$405K0.18%013F-HRTimeline
Kings Path Partners LLC6,524$405K0.16%-17613F-HRTimeline
GeoWealth Management, LLC6,497$403K0.02%-5,16513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…6,475$402K0.07%+52913F-HRTimeline
Financial Life Planners6,455$400K0.33%-1,61213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,444$400K0.16%+1,71113F-HRTimeline
New Century Financial Group, LLC6,442$400K0.47%+2,25613F-HRTimeline
Rydar Equities, Inc.6,441$399K0.32%13F-HRTimeline
MCDANIEL TERRY & CO6,440$399K0.03%013F-HRTimeline
McAdam, LLC6,439$399K0.02%+2,49813F-HRTimeline
Meridian Financial Partners LLC6,435$399K0.19%-10013F-HRTimeline
Sunburst Financial Group, LLC6,428$399K0.09%+113F-HRTimeline
Prodigy Asset Management LLC6,420$398K0.26%013F-HRTimeline
Berkeley Capital Partners, LLC6,410$398K0.1%013F-HRTimeline
Trek Financial, LLC6,407$397K0.03%+37313F-HRTimeline
FOSTER & MOTLEY INC6,399$397K0.02%013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…6,400$397K0.15%-20,93113F-HRTimelineGroup
Moss Adams Wealth Advisors LLC6,365$395K0.04%-5813F-HRTimeline
Marble Harbor Investment Counsel, LLC6,335$393K0.04%013F-HRTimeline
Abound Wealth Management6,326$392K0.11%-2813F-HRTimeline
Archer Investment Corp6,301$391K0.09%-1013F-HRTimeline
J.P. Marvel Investment Advisors, LLC6,295$390K0.06%013F-HRTimeline
Performance Wealth Partners, LLC6,279$389K0.01%-58513F-HRTimeline
Latko Wealth Management, Ltd.6,260$388K0.22%+37613F-HRTimeline
Forthright Family Wealth Advisory LLC6,218$386K0.24%+2,57813F-HRTimeline
Pollock Investment Advisors, LLC6,175$383K0.31%013F-HRTimeline
Gratus Wealth Advisors, LLC6,169$383K0.06%new13F-HRTimeline
Range Financial Group LLC6,169$383K0.15%-6913F-HRTimeline
First Bancorp, Inc /ME/6,163$382K0.22%013F-HRTimeline
HUB Investment Partners, LLC6,157$382K0.01%-76013F-HRTimeline
Headlands Technologies LLC6,155$382K0.05%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP6,146$381K0.01%+1,32813F-HRTimelineGroup
Latitude Advisors, LLC6,137$381K0.19%-40913F-HRTimeline
GPS Wealth Strategies Group, LLC6,123$380K0.04%+27213F-HRTimeline
Envision Financial LLC6,122$380K0.25%+113F-HRTimeline
ADE, LLC6,115$379K0.2%+1013F-HRTimeline
Auxano Advisors, LLC6,095$378K0.09%+5213F-HRTimeline
BARR E S & CO6,085$377K0.02%013F-HRTimeline
ALTFEST L J & CO INC6,062$376K0.04%-1,53513F-HRTimeline
Sonora Investment Management Group, LLC6,055$376K0.03%-38813F-HRTimeline
Fortis Capital Management LLC6,033$374K0.06%+2,19013F-HRTimeline
Legacy Financial Advisors, Inc.6,030$374K0.06%-1,71213F-HRTimeline
IMS Capital Management6,015$373K0.17%013F-HRTimeline
OBSIDIAN CIO, LLC6,012$373K0.05%-16113F-HRTimeline
Plum Street Advisors, LLC5,991$372K0.16%013F-HRTimeline
Selective Wealth Management, Inc.5,833$371K0.14%-1813F-HRTimeline
BOS Asset Management, LLC5,974$371K0.12%013F-HRTimeline
Barnes Wealth Management Group, Inc5,971$370K0.22%-2,16613F-HRTimeline
Financial Perspectives, Inc5,954$369K0.11%+33413F-HRTimeline
NWF Advisory Services Inc.5,953$369K0.04%-19313F-HRTimeline
ARS Wealth Advisors Group, LLC5,950$369K0.04%-6613F-HRTimeline
W ADVISORS, LLC5,931$368K0.21%013F-HRTimeline
Financial Guidance Group, Inc.5,925$367K0.18%-25013F-HRTimeline
LexAurum Advisors, LLC5,920$367K0.06%-8313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …5,913$367K0.01%-94813F-HRTimelineGroup
Faithward Advisors, LLC5,905$366K0.06%-2013F-HRTimeline
Jentner Corp5,900$366K0.1%013F-HRTimeline
Main Street Group, LTD5,899$366K0.12%+10613F-HRTimeline
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC5,890$365K0.02%013F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC5,890$365K0.11%013F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC5,890$365K0.07%+16513F-HRTimeline
Synergy Investment Management, LLC5,877$365K0.22%+313F-HRTimeline
Van Cleef Asset Management,Inc5,855$363K0.04%013F-HRTimeline
Fox Financial, Inc5,840$362K0.31%013F-HRTimeline
BIP Wealth, LLC5,835$362K0.02%-1,13713F-HRTimeline
Signal Advisors Wealth, LLC5,816$361K0.03%+39813F-HRTimeline
Keebeck Wealth Management5,805$360K0.05%-1,02013F-HRTimeline
Bernardo Wealth Planning LLC5,809$360K0.08%+8513F-HRTimeline
Houlihan Financial Resource Group, Ltd.5,755$360K0.15%013F-HRTimeline
Pinnacle Family Advisors, LLC5,794$359K0.17%-13,76713F-HRTimeline
REAP Financial Group, LLC5,783$359K0.08%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC5,764$357K0.06%+5913F-HRTimeline
Bull Street Advisors, LLC5,745$356K0.17%013F-HRTimeline
Aberdeen Wealth Management LLC5,725$355K0.24%013F-HRTimeline
Successful Portfolios LLC5,655$351K0.22%+1113F-HRTimeline
Legacy Edge Advisors, LLC5,655$351K0.05%-12013F-HRTimeline
Almanack Investment Partners, LLC.5,636$350K0.06%new13F-HRTimeline
Alpha Cubed Investments, LLC5,630$349K0.01%-59613F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC5,613$348K0.12%-7113F-HRTimeline
Gradient Capital Advisors, LLC5,605$348K0.1%013F-HRTimeline
McNaughton Wealth Management, LLC5,600$347K0.15%013F-HRTimeline
Naviter Wealth, LLC5,587$347K0.04%+44013F-HRTimeline
STALEY CAPITAL ADVISERS INC5,565$345K0.01%+9513F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.5,553$344K0.02%new13F-HRTimelineGroup
Vantage Point Financial LLC5,541$344K0.15%-11513F-HRTimeline
Advance Capital Management, Inc.5,514$342K0.02%+66013F-HRTimeline
MATRIX ASSET ADVISORS INC/NY5,511$342K0.03%new13F-HR/ATimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…5,500$341K0.16%013F-HRTimelineGroup
Boston Trust Walden Corpin group Boston Trust Walden Corp5,490$340K<0.01%-14513F-HRTimelineGroup
POTOMAC FUND MANAGEMENT INC /ADV5,402$339K0.02%-52513F-HR/ATimeline
CAPITAL WEALTH MANAGEMENT, LLC5,450$338K0.13%+213F-HRTimeline
Level Wealth Management LLC5,448$338K0.2%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,245$338K0.1%+713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,441$337K0.03%+54113F-HRTimelineGroup
Shira Ridge Wealth Management5,436$337K0.15%013F-HRTimeline
Partners in Financial Planning5,435$337K0.06%+713F-HRTimeline
Avalon Trust Co5,414$336K0.02%+3,75913F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC5,400$335K0.05%013F-HRTimeline
Drum Hill Capital, LLC5,375$333K0.37%013F-HRTimeline
Gilman Hill Asset Management, LLC5,350$332K0.05%013F-HRTimeline
Indie Asset Partners, LLC5,337$331K0.6%+78413F-HRTimeline
SkyOak Wealth, LLC5,325$330K0.07%013F-HRTimeline
Brick & Kyle, Associates23,000$329K0.15%new13F-HRTimeline
Requisite Capital Management, LLC5,295$328K0.07%013F-HRTimeline
RVW Wealth, LLC5,284$328K0.03%+19413F-HRTimeline
Segment Wealth Management, LLC5,275$327K0.02%-6513F-HRTimeline
FORTE CAPITAL LLC /ADV5,270$327K0.04%-25013F-HRTimeline
Stonegate Investment Group, LLC5,220$324K0.01%-1,04413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,213$323K0.05%013F-HRTimeline
Canopy Partners, LLC5,201$323K0.12%013F-HRTimeline
Heritage Family Offices, LLP5,520$321K0.16%013F-HRTimeline
Ellsworth Advisors, LLC5,176$321K0.08%-8313F-HRTimeline
JGP Wealth Management, LLC5,155$320K0.04%+31713F-HRTimeline
Millstone Evans Group, LLC5,151$319K0.22%-29713F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC5,145$319K0.01%-9313F-HRTimeline
Veracity Capital LLC5,107$317K0.11%+23213F-HRTimeline
Hibernia Wealth Partners, LLC5,101$316K0.12%new13F-HRTimeline
WealthPLAN Partners, LLC5,070$314K0.05%-1,89813F-HRTimeline
PATTEN & PATTEN INC/TN5,070$314K0.02%-1,88013F-HRTimeline
Penobscot Investment Management Company…5,065$314K0.03%-1,75013F-HRTimeline
Fingerlakes Wealth Management, Inc.5,062$314K0.23%-3513F-HRTimeline
KFG WEALTH MANAGEMENT, LLC5,043$313K0.05%-6,26113F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC5,040$313K0.16%+113F-HRTimeline
XPONANCE LLC5,037$312K<0.01%-3,43013F-HRTimeline
TFC Financial Management, Inc.5,036$312K0.04%-85813F-HRTimeline
TD Capital Management LLC5,026$312K0.03%+1,53513F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC5,014$311K0.13%013F-HRTimeline
Nelson Capital Management, LLC5,005$310K0.04%new13F-HRTimeline
Family Manage LLC5,004$310K0.05%+37713F-HRTimeline
BANTAMAC CAPITAL, LLC5,000$310K0.11%013F-HRTimeline
Atlas Private Wealth Advisors4,976$309K0.04%+1,36413F-HRTimeline
Family Office Research LLC4,973$308K0.15%-47013F-HRTimeline
BANK OZK4,957$307K0.12%-32513F-HRTimeline
James J. Burns & Company, LLC4,946$307K0.05%+913F-HRTimeline
HFR Wealth Management, LLC4,936$306K0.07%013F-HRTimeline
JFG Wealth Management, LLC4,925$305K0.06%-513F-HRTimeline
LongView Wealth Management4,919$305K0.09%-53613F-HRTimeline
Worth Financial Advisory Group, LLC4,905$304K0.19%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…4,895$304K0.06%013F-HRTimeline
Lifeworks Advisors, LLC4,881$303K0.05%-2,65113F-HRTimeline
Rothschild Capital Partners, LLC4,871$302K0.08%-1,21913F-HRTimeline
Axim Planning & Wealth4,868$302K0.28%+58013F-HRTimeline
LEE DANNER & BASS INC4,831$300K0.02%-3213F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…4,825$299K0.02%013F-HRTimelineGroup
John W. Brooker & Co., CPAs4,671$299K0.7%-23,23213F-HRTimeline
MITCHELL SINKLER & STARR/PA4,810$298K0.14%+42513F-HRTimeline
Defined Financial Planning LLC4,762$298K0.26%+2113F-HRTimeline