IJH ISHARES TR

COM (fund)

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.

Holder	Shares	Value	% of portfolio	Change	Source
PLANNING DIRECTIONS INC	4,969	$310K	0.18%	-455	13F-HR Timeline
JFG Wealth Management, LLC	4,965	$309K	0.07%	+35	13F-HR Timeline
Greenspring Advisors, LLC	4,955	$309K	0.07%	0	13F-HR Timeline
HFR Wealth Management, LLC	4,936	$308K	0.08%	new	13F-HR Timeline
Worth Financial Advisory Group, LLC	4,925	$307K	0.19%	0	13F-HR Timeline
Monterey Private Wealth, Inc.	4,904	$306K	0.1%	-198	13F-HR Timeline
MPWM ADVISORY SOLUTIONS, LLC	4,903	$306K	0.22%		13F-HR Timeline
Welch Group, LLC	4,909	$305K	0.01%	0	13F-HR Timeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…	4,895	$305K	0.08%	-2,695	13F-HR Timeline
Custos Family Office, LLC	4,892	$305K	0.11%	+10	13F-HR Timeline
Grove Street Fiduciary, LLC	4,887	$305K	0.16%		13F-HR Timeline
Alexander Randolph Advisory, Inc.	4,885	$304K	0.28%	0	13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	4,885	$304K	0.13%	-1,875	13F-HR Timeline
Veracity Capital LLC	4,875	$304K	0.11%	+215	13F-HR Timeline
Advisor OS, LLCin group Advisor OS, LLC	4,863	$303K	0.04%	+327	13F-HR Timeline Group
LEE DANNER & BASS INC	4,863	$303K	0.02%	+36	13F-HR Timeline
Zuckerman Investment Group, LLC	4,735	$303K	0.03%	0	13F-HR Timeline
Advance Capital Management, Inc.	4,841	$302K	0.01%	+20	13F-HR Timeline
James J. Burns & Company, LLC	4,826	$301K	0.05%	-175	13F-HR Timeline
Main Management LLCin group Main Management ETF Advisors,…	4,825	$301K	0.02%	0	13F-HR Timeline Group
LPF Advisors LLC	4,821	$300K	0.25%	-65	13F-HR Timeline
Prodigy Asset Management LLC	4,809	$300K	0.26%		13F-HR Timeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC	4,763	$297K	0.08%	+1	13F-HR Timeline
Commonwealth Retirement Investments LLC	4,755	$296K	0.12%	0	13F-HR Timeline
Creative Capital Management Investments…	4,754	$296K	0.12%	+99	13F-HR Timeline
NOESIS CAPITAL MANGEMENT CORP	4,745	$296K	0.06%	-250	13F-HR Timeline
JGP Wealth Management, LLC	4,728	$295K	0.04%	+246	13F-HR Timeline
Canopy Partners, LLC	4,680	$292K	0.11%	0	13F-HR Timeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…	4,660	$290K	0.06%	-290	13F-HR Timeline
Brooklyn FI, LLC	4,646	$289K	0.1%	+126	13F-HR/A Timeline
Family Manage LLC	4,627	$288K	0.05%	+112	13F-HR Timeline
Foster Victor Wealth Advisors, LLC	4,436	$287K	0.02%	-2,570	13F-HR Timeline
Madrid Financial Services	4,599	$287K	0.23%		13F-HR Timeline
Moss Adams Wealth Advisors LLC	4,595	$286K	0.03%	0	13F-HR Timeline
Geneva Partners, LLC	4,589	$286K	0.12%	+17	13F-HR Timeline
GREAT LAKES ADVISORS, LLC	4,580	$285K	<0.01%	-98	13F-HR Timeline
Acorn Wealth Advisors, LLC	4,557	$284K	0.12%	-626	13F-HR Timeline
Granite Investment Partners, LLC	4,555	$284K	0.01%	0	13F-HR Timeline
Indie Asset Partners, LLC	4,553	$284K	0.22%	+225	13F-HR Timeline
Independence Bank of Kentucky	4,550	$284K	0.04%	+1,910	13F-HR Timeline
Seed Wealth Management, Inc.	4,550	$284K	0.23%	0	13F-HR Timeline
Watts Gwilliam & Co., LLC	4,523	$283K	0.06%	+288	13F-HR Timeline
Concord Wealth Partnersin group Concord Wealth Partners	4,533	$282K	0.05%	+3	13F-HR Timeline Group
ATWOOD & PALMER INC	4,530	$282K	0.02%	+290	13F-HR Timeline
Beaton Management Co. Inc.	4,530	$282K	0.14%	0	13F-HR Timeline
Nabity-Jensen Investment Management Inc	4,525	$282K	0.21%	0	13F-HR Timeline
CRITERION CAPITAL ADVISORS, LLC	4,792	$280K	0.18%	0	13F-HR Timeline
WEST MICHIGAN ADVISORS, LLC	4,500	$280K	0.08%	-225	13F-HR Timeline
Aspen Investment Management Inc	4,471	$279K	0.13%	+6	13F-HR Timeline
Iron Horse Wealth Management, LLC	4,456	$278K	0.09%	+750	13F-HR Timeline
Quartz Partners, LLC	4,455	$278K	0.17%	-540	13F-HR Timeline
AFFINITY WEALTH MANAGEMENT LLC	4,450	$277K	0.05%	0	13F-HR Timeline
Five Oceans Advisors	4,450	$277K	0.13%	0	13F-HR Timeline
Stonegate Investment Group, LLC	4,450	$277K	0.01%	0	13F-HR Timeline
Defined Financial Planning LLC	4,447	$277K	0.3%		13F-HR Timeline
DecisionMap Wealth Management, LLC	4,444	$277K	0.22%		13F-HR Timeline
Detalus Advisors, LLC	4,422	$276K	0.09%	-217	13F-HR Timeline
Veltria Advisors Corp.	4,420	$275K	0.11%	0	13F-HR Timeline
MITCHELL SINKLER & STARR/PA	4,385	$273K	0.07%	0	13F-HR Timeline
Visionary Wealth Advisors	4,381	$273K	0.02%	+11	13F-HR Timeline
MADDEN SECURITIES Corp	4,372	$272K	0.11%	+302	13F-HR Timeline
Hanson & Doremus Investment Management	4,370	$272K	0.04%	0	13F-HR Timeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…	4,354	$271K	0.05%	-333	13F-HR Timeline
Vishria Bird Financial Group, LLC	4,345	$271K	0.09%	0	13F-HR Timeline
Adero Partners, LLC	4,347	$271K	0.02%	-23	13F-HR Timeline
INTEGRAL INVESTMENT ADVISORS, INC.	4,340	$270K	0.09%	0	13F-HR Timeline
Emergent Wealth Advisors, LLC	4,336	$270K	0.2%	+147	13F-HR Timeline
Heritage Wealth Partners, LLC	4,333	$270K	0.34%	-33	13F-HR Timeline
Symmetry Partners, LLC	4,313	$269K	0.04%	+6	13F-HR Timeline
Charis Legacy Partners, LLC	4,305	$268K	0.55%		13F-HR Timeline
Frank, Rimerman Advisors LLC	4,300	$268K	0.02%	0	13F-HR Timeline
Douglass Winthrop Advisors, LLC	4,295	$268K	0.01%	-1,265	13F-HR Timeline
Verum Partners LLC	4,289	$267K	0.08%	+15	13F-HR Timeline
Total Clarity Wealth Management, Inc.	4,286	$267K	0.09%	0	13F-HR Timeline
Alpha Financial Advisors, LLC	4,273	$266K	0.12%	-2	13F-HR Timeline
Francis Financial, Inc.	4,249	$265K	0.07%	-33	13F-HR Timeline
McLean Asset Management Corp	4,245	$265K	0.08%	+1	13F-HR Timeline
Strategic Advisors LLC	4,245	$265K	0.05%	-1,565	13F-HR Timeline
CHILTON CAPITAL MANAGEMENT LLC	4,230	$264K	0.01%	+130	13F-HR Timeline
Chris Bulman Inc	4,214	$263K	0.17%	+34	13F-HR Timeline
Marquette Asset Management, LLC	4,200	$262K	0.04%	-75	13F-HR Timeline
WestHill Financial Advisors, Inc.	4,197	$261K	0.06%	+5	13F-HR Timeline
Medallion Wealth Advisors, LLC	4,219	$261K	0.13%		13F-HR Timeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…	4,190	$261K	0.1%	0	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	4,187	$261K	0.2%	0	13F-HR Timeline
SCHRODER INVESTMENT MANAGEMENT GROUP	4,186	$261K	<0.01%	0	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	4,182	$261K	0.07%	new	13F-HR Timeline
NIXON PEABODY TRUST CO	4,175	$260K	0.02%	+300	13F-HR Timeline
Penney Financial, LLC	4,175	$260K	0.17%	0	13F-HR Timeline
Sequent Planning LLC	4,163	$259K	0.1%	+420	13F-HR Timeline
O'Dell Group, LLC	4,155	$259K	0.06%	new	13F-HR Timeline
Praetorian Wealth Management, Inc.	4,155	$259K	0.06%	new	13F-HR Timeline
BASSO CAPITAL MANAGEMENT, L.P.	4,150	$259K	0.22%	new	13F-HR Timeline
Mengis Capital Management, Inc.	4,144	$258K	0.05%	+12	13F-HR Timeline
Elevated Capital Advisors, LLC	4,143	$258K	0.07%	+487	13F-HR Timeline
TABR Capital Management, LLC	4,125	$257K	0.23%		13F-HR Timeline
DENVER WEALTH MANAGEMENT, INC.	4,122	$257K	0.12%	+16	13F-HR Timeline
Stonebridge Capital Advisors LLC	4,105	$256K	0.02%	0	13F-HR Timeline
TrueWealth Advisors, LLC	4,100	$255K	0.09%	0	13F-HR Timeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC	4,098	$255K	<0.01%	new	13F-HR Timeline Group
Legacy Capital Wealth Partners, LLC	4,091	$255K	0.06%	new	13F-HR Timeline
Aufman Associates Inc	4,091	$255K	0.17%	-291	13F-HR Timeline
Blue Barn Wealth, LLC	4,074	$254K	0.13%	+273	13F-HR Timeline
BARCLAYS PLCin group BARCLAYS PLC	4,065	$253K	<0.01%	-415,803	13F-HR/A Timeline Group
Colonial River Investments, LLC	4,060	$253K	0.12%	+100	13F-HR Timeline
Fi3 FINANCIAL ADVISORS, LLC	4,052	$252K	0.09%	+1	13F-HR Timeline
Accelerate Investment Advisors LLC	4,037	$252K	0.22%	new	13F-HR Timeline
Symphony Financial Services, Inc.	4,006	$250K	0.2%	-2,693	13F-HR Timeline
Signal Advisors Wealth, LLC	4,013	$250K	0.03%	-3,776	13F-HR Timeline
Secure Asset Management, LLC	4,013	$250K	0.04%	+219	13F-HR Timeline
MAINSAIL ASSET MANAGEMENT, LLC	4,000	$249K	0.17%	0	13F-HR Timeline
Addison Advisors LLC	3,989	$249K	0.07%	-1,210	13F-HR Timeline
SIGNET FINANCIAL MANAGEMENT, LLC	3,986	$248K	0.03%	-225	13F-HR Timeline
CEERA INVESTMENTS, LLC	3,975	$248K	0.09%	0	13F-HR Timeline
DiNuzzo Private Wealth, Inc.	3,965	$247K	0.03%	0	13F-HR Timeline
Flaharty Asset Management, LLC	3,962	$247K	0.04%	+3,625	13F-HR Timeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…	3,955	$246K	0.08%	0	13F-HR Timeline
Fingerlakes Wealth Management, Inc.	3,948	$246K	0.2%	-9	13F-HR Timeline
Everhart Financial Group, Inc.	3,947	$246K	0.05%	-2	13F-HR Timeline
LIBERTY WEALTH MANAGEMENT LLC	3,922	$244K	0.04%	+103	13F-HR Timeline
SMART Wealth LLC	3,916	$244K	0.09%	new	13F-HR Timeline
Ifrah Financial Services, Inc.	3,913	$244K	0.07%	+90	13F-HR Timeline
JIM SAULNIER & ASSOCIATES, LLC	3,900	$243K	0.21%	0	13F-HR Timeline
Magnolia Private Wealth, LLC	3,900	$243K	0.22%		13F-HR Timeline
Atlas Private Wealth Advisors	3,891	$242K	0.03%	+4	13F-HR Timeline
Focused Wealth Management, Inc	3,882	$242K	0.03%	+13	13F-HR Timeline
TRUSTCO BANK CORP N Yin group TRUSTCO BANK CORP N Y	3,868	$241K	0.26%	-1,736	13F-HR Timeline Group
Cypress Wealth Services, LLC	3,865	$241K	0.05%	0	13F-HR Timeline
Von Berge Wealth Management Group, LLC	3,690	$241K	0.15%	+15	13F-HR Timeline
Summit Wealth Group, LLC	3,850	$240K	0.07%	0	13F-HR Timeline
PRESILIUM PRIVATE WEALTH, LLC	3,850	$240K	0.06%	+19	13F-HR Timeline
Midwest Capital Advisors, LLC	3,849	$240K	0.18%		13F-HR Timeline
PRIVATE CLIENT SERVICES, LLC	3,845	$240K	0.13%	-334	13F-HR Timeline
Wade Financial Advisory, Inc	3,835	$239K	0.08%	0	13F-HR Timeline
Alpha Omega Wealth Management LLC	3,830	$239K	0.05%	-595	13F-HR Timeline
Sanctuary Wealth Management, L.L.C.	3,829	$239K	0.16%	+695	13F-HR Timeline
LEGACY SOLUTIONS, LLC	3,826	$238K	0.26%		13F-HR Timeline
Fortis Capital Management LLC	3,811	$237K	0.04%	-118	13F-HR Timeline
Sheridan Capital Management, LLC	3,800	$237K	0.17%	new	13F-HR Timeline
RMR Capital Management, LLC	3,785	$236K	0.18%	0	13F-HR Timeline
Register Financial Advisors LLC	3,774	$235K	0.12%	+1,302	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	3,773	$235K	0.03%	new	13F-HR Timeline
Roberts Wealth Advisors, LLC	3,675	$235K	0.07%	new	13F-HR Timeline
FOSTER DYKEMA CABOT & PARTNERS, LLC	3,760	$234K	0.02%	-1,540	13F-HR Timeline
HALL CAPITAL MANAGEMENT CO INC	3,750	$234K	0.11%		13F-HR Timeline
Sterling Group Wealth Management, LLC	3,749	$234K	0.12%	0	13F-HR Timeline
Freedom Day Solutions, LLC	3,746	$233K	0.07%	+526	13F-HR Timeline
Denver PWM, LLC	3,727	$232K	0.09%	-407	13F-HR Timeline
Moody Aldrich Partners LLC	3,725	$232K	0.04%	0	13F-HR Timeline
Gold Investment Management Ltd.	3,725	$232K	0.1%	0	13F-HR Timeline
Bridgewealth Advisory Group, LLC	3,630	$232K	0.07%	+315	13F-HR Timeline
Claris Financial LLC	3,717	$232K	0.15%		13F-HR Timeline
Topsail Wealth Management, LLC	3,712	$231K	0.05%		13F-HR Timeline
LPWM LLC	3,679	$229K	0.07%	0	13F-HR Timeline
FINANCIAL LIFE ADVISORS	3,672	$229K	0.09%	0	13F-HR Timeline
M3 Advisory Group, LLC	3,668	$229K	0.16%	+3	13F-HR Timeline
Cannon Wealth Management Services, LLC	3,561	$228K	0.2%	-2,409	13F-HR Timeline
Select Equity Group, L.P.	3,641	$227K	<0.01%	new	13F-HR Timeline
Covenant Asset Management, LLC	3,640	$227K	0.05%	0	13F-HR Timeline
Forthright Family Wealth Advisory LLC	3,640	$227K	0.15%	0	13F-HR Timeline
EHRLICH FINANCIAL GROUP	3,639	$227K	0.16%	-1,099	13F-HR Timeline
Shorepoint Capital Partners LLC	3,632	$226K	0.05%	-30	13F-HR Timeline
Matthew Goff Investment Advisor, LLC	3,629	$226K	0.04%	0	13F-HR Timeline
BFSG, LLC	3,620	$226K	0.03%	0	13F-HR Timeline
Garde Capital, Inc.	3,605	$225K	0.01%	0	13F-HR Timeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…	3,607	$225K	0.01%	new	13F-HR Timeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…	3,596	$224K	0.01%	+3,376	13F-HR Timeline Group
Heritage Wealth Advisors	3,595	$224K	0.01%	-1,500	13F-HR Timeline
CNB Bank	3,595	$224K	0.1%	0	13F-HR Timeline
Darrow Company, Inc.	3,588	$224K	0.13%	0	13F-HR Timeline
HOLDERNESS INVESTMENTS CO	3,575	$223K	0.05%	+150	13F-HR Timeline
EPIQ PARTNERS, LLC	3,575	$223K	0.12%	0	13F-HR Timeline
Columbus Macro, LLC	3,571	$223K	0.03%	-8	13F-HR Timeline
FIDUCIARY FINANCIAL GROUP, LLC	3,591	$222K	0.05%	new	13F-HR Timeline
Westshore Wealth, LLC	3,565	$222K	0.09%	0	13F-HR Timeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …	3,554	$221K	0.01%	-5	13F-HR Timeline Group
Annex Advisory Services, LLC	3,550	$221K	0.01%	-157	13F-HR Timeline
Braun-Bostich & Associates Inc.	3,525	$220K	0.16%	0	13F-HR Timeline
Chemistry Wealth Management LLC	3,520	$219K	0.05%	0	13F-HR Timeline
Strategic Wealth Investment Group, LLC	3,506	$218K	0.02%	+8	13F-HR/A Timeline
Aull & Monroe Investment Management Corp	3,500	$218K	0.11%	0	13F-HR Timeline
Capstone Financial Advisors, Inc.	3,486	$217K	0.01%	+13	13F-HR Timeline
TD Capital Management LLC	3,483	$217K	0.02%	+11	13F-HR Timeline
MERITAGE PORTFOLIO MANAGEMENT	3,480	$217K	0.01%	new	13F-HR Timeline
FOGEL CAPITAL MANAGEMENT, INC.	3,480	$217K	0.11%	0	13F-HR Timeline
Heartwood Wealth Advisors LLC	3,460	$216K	0.02%	0	13F-HR Timeline
Uniting Wealth Partners, LLC	3,432	$214K	0.1%		13F-HR Timeline
Paradigm, Strategies in Wealth Manageme…	3,431	$214K	0.14%	-160	13F-HR Timeline
BROGAN FINANCIAL, INC.	3,428	$214K	0.1%	-192	13F-HR Timeline
Palisades Hudson Asset Management, L.P.	3,405	$212K	0.09%	0	13F-HR Timeline
Leelyn Smith, LLC	3,402	$212K	0.04%	new	13F-HR Timeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV	3,400	$212K	0.16%	0	13F-HR Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp	3,380	$211K	0.01%	0	13F-HR Timeline Group
ACT Advisors, LLC.	3,368	$210K	0.11%	-89	13F-HR Timeline
CAPITAL INSIGHT PARTNERS, LLC	3,365	$210K	0.04%	0	13F-HR Timeline
Sentry LLC	3,360	$209K	0.04%	-1,215	13F-HR Timeline
F&V Capital Management, LLC	3,350	$209K	0.05%	0	13F-HR Timeline
Cyndeo Wealth Partners, LLC	3,352	$209K	0.01%	new	13F-HR Timeline
WILKINS INVESTMENT COUNSEL INC	3,350	$209K	0.03%	new	13F-HR Timeline
Strategic Financial Planning, Inc.	3,339	$208K	0.14%	0	13F-HR Timeline