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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
NORTHEAST INVESTMENT MANAGEMENT4,789$297K0.01%-23813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC4,764$295K0.08%013F-HRTimeline
Rosenberg Matthew Hamilton4,761$295K0.07%+1,75113F-HRTimeline
Tripletail Wealth Management, LLC4,730$295K0.42%13F-HRTimeline
McElhenny Sheffield Capital Management,…4,757$295K0.08%-3,15313F-HR/ATimeline
Commonwealth Retirement Investments LLC4,755$295K0.11%013F-HRTimeline
Resurgent Financial Advisors LLC4,755$295K0.16%-39813F-HRTimeline
Creative Capital Management Investments…4,754$295K0.11%-70013F-HRTimeline
Brooklyn FI, LLC4,740$294K0.08%-6613F-HRTimeline
Zuckerman Investment Group, LLC4,735$294K0.03%013F-HRTimeline
Cascade Financial Partners, LLC4,718$293K0.04%-2,67013F-HRTimeline
Medallion Wealth Advisors, LLC4,658$292K0.11%+1213F-HRTimeline
TrueWealth Advisors, LLC4,705$292K0.09%-10313F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co4,704$292K0.02%new13F-HRTimelineGroup
Morton Brown Family Wealth, LLC4,702$292K0.09%013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV5,015$291K0.14%013F-HRTimeline
Acorn Wealth Advisors, LLC4,691$291K0.11%+13013F-HRTimeline
WPWealth LLP4,679$290K0.05%-1,56513F-HRTimeline
Apriem Advisors4,645$288K0.03%-5,50013F-HRTimeline
Legacy Investment Solutions, LLC4,621$287K0.15%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4,621$287K0.15%-1,53113F-HRTimelineGroup
Geneva Partners, LLC4,613$286K0.11%-12313F-HRTimeline
4J Wealth Management LLC4,593$285K0.19%-38413F-HRTimeline
Trademark Financial Management, LLC4,585$284K0.17%-7113F-HRTimeline
OPTIMUM INVESTMENT ADVISORS4,585$284K0.12%-30013F-HRTimeline
Custos Family Office, LLC4,585$284K0.09%+15713F-HRTimeline
Sentry LLC4,575$284K0.06%013F-HRTimeline
WestHill Financial Advisors, Inc.4,575$284K0.06%+37513F-HRTimeline
Aegis Wealth Management LLC4,850$283K0.17%013F-HRTimeline
Granite Investment Partners, LLC4,555$283K0.01%013F-HRTimeline
LJI Wealth Management, LLC4,551$282K0.05%+24913F-HRTimeline
Seed Wealth Management, Inc.4,550$282K0.21%013F-HRTimeline
Sequent Planning LLC4,541$282K0.09%+49413F-HRTimeline
Obermeyer Wealth Partners4,537$281K0.01%+1813F-HRTimeline
Beaton Management Co. Inc.4,530$281K0.14%013F-HRTimeline
ATWOOD & PALMER INC4,530$281K0.02%013F-HRTimeline
Auour Investments LLC4,525$281K0.1%-69013F-HRTimeline
Nabity-Jensen Investment Management Inc4,525$281K0.21%013F-HRTimeline
Independence Bank of Kentucky4,523$281K0.04%-2713F-HRTimeline
VESTOR CAPITAL, LLC1,282$280K0.02%-71,83813F-HRTimeline
Foundry Financial Group, Inc.4,500$279K0.16%-35,57213F-HRTimeline
Qube Research & Technologies Ltd4,496$279K<0.01%new13F-HRTimeline
WEST MICHIGAN ADVISORS, LLC4,475$278K0.08%-8913F-HRTimeline
L.M. KOHN & COMPANY4,469$277K0.07%-1,78213F-HRTimeline
Beacon Financial Advisory LLC4,464$277K0.07%-4,59913F-HRTimeline
Rise Advisors, LLC4,461$277K0.11%-2,35513F-HRTimeline
AFFINITY WEALTH MANAGEMENT LLC4,450$276K0.04%013F-HRTimeline
WINCAP FINANCIAL LLC4,428$275K0.22%new13F-HRTimeline
Teamwork Financial Advisors, LLC4,419$274K0.03%-1,76413F-HRTimeline
Versant Capital Management, Inc4,410$274K0.04%+1,71013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC4,388$272K0.01%-14713F-HRTimelineGroup
Blue Barn Wealth, LLC4,386$272K0.13%+30313F-HRTimeline
MADDEN SECURITIES Corp4,372$271K0.09%013F-HRTimeline
Hanson & Doremus Investment Management4,370$271K0.04%013F-HRTimeline
Iron Horse Wealth Management, LLC4,333$269K0.08%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC4,330$269K0.05%+6213F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.4,317$268K0.11%+18513F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC4,187$267K0.18%013F-HRTimeline
Charis Legacy Partners, LLC4,305$267K0.44%013F-HRTimeline
Frank, Rimerman Advisors LLC4,300$267K0.02%013F-HRTimeline
Alexander Randolph Advisory, Inc.4,256$264K0.24%013F-HRTimeline
Flaharty Asset Management, LLC4,247$263K0.04%013F-HR/ATimeline
West Wealth Group, LLC4,191$263K0.07%new13F-HRTimeline
Alpha Financial Advisors, LLC4,221$262K0.1%-113F-HRTimeline
Chris Bulman Inc4,214$261K0.15%013F-HRTimeline
Colonial River Investments, LLC4,082$261K0.11%+7213F-HRTimeline
Fiduciary Alliance LLC4,203$261K0.02%-83113F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…4,190$260K0.1%013F-HRTimeline
GSG Advisors LLC4,185$260K0.08%+1313F-HRTimeline
Alpha Omega Wealth Management LLC4,184$259K0.05%013F-HRTimeline
Summit Wealth Group, LLC4,183$259K0.07%+33313F-HRTimeline
Clarius Group, LLC4,175$259K0.02%new13F-HRTimeline
Penney Financial, LLC4,175$259K0.13%013F-HRTimeline
DecisionMap Wealth Management, LLC4,169$259K0.18%-19013F-HRTimeline
TABR Capital Management, LLC4,150$257K0.22%+1313F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC4,144$257K0.01%+9013F-HRTimeline
Cove Private Wealth, LLC4,140$257K0.09%new13F-HRTimeline
Northstar Advisory Group, LLC4,100$254K0.12%+13013F-HRTimeline
Aufman Associates Inc4,091$254K0.16%013F-HRTimeline
FIRST AMERICAN TRUST, FSB4,091$254K0.02%new13F-HRTimeline
Stonebridge Capital Advisors LLC4,082$253K0.02%+21213F-HRTimeline
Riggs Asset Managment Co. Inc.4,079$253K0.06%-173,93513F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd4,077$253K0.02%new13F-HRTimelineGroup
Fairvoy Private Wealth, LLC4,074$253K0.06%-22,61813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT4,066$252K0.02%+54613F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC4,053$251K0.09%+113F-HRTimeline
Everhart Financial Group, Inc.4,032$250K0.03%+3913F-HRTimeline
Visionary Wealth Advisors4,029$250K0.01%-54013F-HRTimeline
Watts Gwilliam & Co., LLC3,773$250K0.04%-1,50313F-HRTimeline
Creekmur Asset Management LLC4,007$248K0.04%-23,13713F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …4,000$248K0.02%new13F-HRTimelineGroup
MAINSAIL ASSET MANAGEMENT, LLC4,000$248K0.15%013F-HRTimeline
Addison Advisors LLC3,999$248K0.06%+1013F-HRTimeline
Madrona Financial Services, LLC3,983$247K0.06%+1113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,979$247K0.05%-43,12213F-HRTimelineGroup
CEERA INVESTMENTS, LLC3,975$247K0.08%013F-HRTimeline
WealthPlan Investment Management, LLC3,971$246K0.02%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.3,965$246K0.03%013F-HRTimeline
Mengis Capital Management, Inc.3,959$246K0.05%-19213F-HRTimeline
SUMMIT WEALTH & RETIREMENT PLANNING, IN…3,955$245K0.07%013F-HRTimeline
Coastwise Capital Group, LLC3,946$245K0.19%-28913F-HRTimeline
Strategic Advisors LLC3,935$244K0.05%-7013F-HRTimeline
Detalus Advisors, LLC3,931$244K0.07%+8513F-HRTimeline
Rodgers & Associates, LTD3,927$244K0.03%new13F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.3,925$243K0.07%013F-HRTimeline
Bridgewealth Advisory Group, LLC3,920$243K0.06%+38013F-HRTimeline
Cypress Wealth Services, LLC3,906$242K0.04%+4113F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC3,900$242K0.16%013F-HRTimeline
Magnolia Private Wealth, LLC3,900$242K0.19%013F-HRTimeline
Focused Wealth Management, Inc3,900$242K0.03%+1013F-HRTimeline
Icon Wealth Advisors, LLC3,896$242K0.02%+17613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC3,893$241K0.07%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC3,884$241K0.05%-20713F-HRTimeline
LEGACY SOLUTIONS, LLC3,870$240K0.23%+413F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,869$240K0.11%new13F-HRTimeline
Von Berge Wealth Management Group, LLC3,710$237K0.13%+1113F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…3,810$236K0.04%-5513F-HRTimeline
Heartwood Wealth Advisors LLC3,791$235K0.02%-10013F-HRTimeline
Gold Investment Management Ltd.3,725$234K0.09%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC3,760$233K0.02%013F-HRTimeline
SMART Wealth LLC3,756$233K0.07%+15013F-HRTimeline
Asio Capital, LLC3,755$233K0.04%-20013F-HRTimeline
HALL CAPITAL MANAGEMENT CO INC3,750$233K0.1%013F-HRTimeline
Curran Financial Partners, LLC3,743$232K0.05%new13F-HRTimeline
Pathway Financial Advisors LLC3,742$232K0.03%-9613F-HRTimeline
Barnes Dennig Private Wealth Management…3,740$232K0.28%+3,01513F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,718$231K0.04%-47713F-HRTimeline
Topsail Wealth Management, LLC3,718$231K0.04%+313F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,717$231K0.04%-12613F-HRTimeline
Columbus Macro, LLC3,716$230K0.03%+14713F-HRTimeline
Symmetry Partners, LLC3,713$230K0.03%-4313F-HRTimeline
Annex Advisory Services, LLC3,710$230K0.01%+12913F-HRTimeline
M3 Advisory Group, LLC3,704$230K0.16%013F-HRTimeline
Balance Wealth Partners LLC3,680$228K0.13%013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.3,674$228K0.02%-3,45513F-HRTimelineGroup
Ifrah Financial Services, Inc.3,672$228K0.06%-23813F-HRTimeline
Cardinal Point Capital Management ULC3,648$226K0.02%new13F-HRTimeline
Covenant Asset Management, LLC3,640$226K0.05%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,634$225K0.03%-99913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,580$225K0.04%new13F-HRTimeline
Baldwin Investment Management, LLC3,620$225K0.03%013F-HRTimeline
Matthew Goff Investment Advisor, LLC3,610$224K0.04%013F-HRTimeline
CNB Bank3,595$223K0.11%013F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,591$223K0.01%-8013F-HRTimelineGroup
Prostatis Group LLC3,588$223K0.06%+7713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,588$223K0.03%new13F-HRTimeline
Aspen Capital Management, LLC3,580$222K0.06%+413F-HRTimeline
HOLDERNESS INVESTMENTS CO3,575$222K0.05%013F-HRTimeline
EPIQ PARTNERS, LLC3,575$222K0.11%013F-HRTimeline
Cannon Wealth Management Services, LLC3,563$221K0.18%+113F-HRTimeline
SYM FINANCIAL Corp3,531$219K0.02%+2,97713F-HRTimeline
First PREMIER Bank3,531$219K0.05%+2,02413F-HRTimeline
MUSTICO FINANCIAL GROUP, INC.3,487$219K0.2%13F-HRTimeline
Compass Wealth Management LLC3,529$219K0.05%+43913F-HRTimeline
Braun-Bostich & Associates Inc.3,525$219K0.15%013F-HRTimeline
Chemistry Wealth Management LLC3,520$218K0.05%013F-HRTimeline
Capstone Financial Advisors, Inc.3,504$217K0.01%+913F-HRTimeline
Rock Point Advisors, LLC3,492$217K0.06%new13F-HRTimeline
Trust Co of the South3,492$217K0.04%013F-HRTimeline
Westshore Wealth, LLC3,487$216K0.08%013F-HRTimeline
Garde Capital, Inc.3,480$216K0.01%-12513F-HRTimeline
FOGEL CAPITAL MANAGEMENT, INC.3,480$216K0.12%013F-HRTimeline
Darrow Company, Inc.3,478$216K0.11%-9413F-HRTimeline
Accelerate Investment Advisors LLC3,476$216K0.16%-11713F-HRTimeline
4WEALTH ADVISORS, INC.3,464$215K0.22%new13F-HRTimeline
Maia Wealth LLC3,454$214K0.04%-3,30813F-HRTimeline
Heritage Wealth Management, Inc.3,453$214K0.07%new13F-HRTimeline
Paradigm, Strategies in Wealth Manageme…3,450$214K0.14%+1113F-HRTimeline
BROGAN FINANCIAL, INC.3,448$214K0.1%+1013F-HRTimeline
Berger Financial Group, Inc3,443$214K0.01%-1,85313F-HRTimeline
NIXON PEABODY TRUST CO3,442$213K0.02%-39513F-HRTimeline
Frazier Financial Advisors, LLC3,440$213K0.15%+313F-HRTimeline
Verum Partners LLC3,433$213K0.05%new13F-HRTimeline
Uniting Wealth Partners, LLC3,432$213K0.08%013F-HRTimeline
Elevated Capital Advisors, LLC3,646$213K0.06%013F-HRTimeline
Leelyn Smith, LLC3,402$211K0.03%new13F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV3,400$211K0.14%new13F-HRTimeline
Denver PWM, LLC3,398$211K0.07%-33913F-HRTimeline
Marquette Asset Management, LLC3,395$211K0.04%-33413F-HRTimeline
Aull & Monroe Investment Management Corp3,375$209K0.11%new13F-HRTimeline
Palisades Hudson Asset Management, L.P.3,371$209K0.08%new13F-HRTimeline
TCP Asset Management, LLC3,357$208K0.04%new13F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,362$208K0.08%-4,90913F-HRTimeline
F&V Capital Management, LLC3,350$208K0.05%new13F-HRTimeline
Wealth Preservation Advisors, LLC3,347$208K0.13%013F-HRTimeline
RESTON WEALTH MANAGEMENT LLC3,346$208K0.07%new13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC3,345$207K0.04%new13F-HRTimeline
Gutierrez Wealth Advisory, LLC3,343$207K0.14%-22713F-HRTimeline
Wealth Architects, LLC3,340$207K0.02%-17513F-HRTimeline
LEGACY FINANCIAL GROUP, INC.3,340$207K0.06%new13F-HRTimeline
Strategic Financial Planning, Inc.3,339$207K0.13%new13F-HRTimeline
Briaud Financial Planning Inc3,345$207K0.08%+56013F-HRTimeline
BFSG, LLC3,337$207K0.02%-41013F-HRTimeline
WHITE PINE CAPITAL LLC3,335$207K0.07%new13F-HRTimeline
EHRLICH FINANCIAL GROUP3,334$207K0.13%-12513F-HRTimeline
LeClair Wealth Partners LLC3,321$206K0.14%new13F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.3,320$206K0.1%new13F-HRTimeline
ACAS, LLC3,173$205K0.14%new13F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…3,305$205K<0.01%-21813F-HRTimelineGroup
Roehl & Yi Investment Advisors, LLC3,300$205K0.1%new13F-HRTimeline