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Disclosery

IJH ISHARES TR

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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.

HolderSharesValue% of portfolioChangeSource
Catherine Avery Investment Management L…155$9.66K0.01%13F-HR/ATimeline
Vermillion Wealth Management, Inc.152$9.49K<0.01%13F-HRTimeline
Gleason Group, Inc.151$9.42K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…150$9.35K0.01%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.135$8.41K<0.01%new13F-HRTimeline
Covestor Ltd129$8K0.01%+3213F-HRTimeline
COUNTRY TRUST BANK122$7.6K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.115$7.17K<0.01%13F-HRTimeline
Nova Wealth Management, Inc.94$5.86K0.01%13F-HRTimeline
Game Plan Financial Advisors, LLC90$5.61K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc83$5.17K<0.01%new13F-HRTimeline
Rakuten Securities, Inc.83$5.17K<0.01%new13F-HRTimeline
St. Johns Investment Management Company…79$4.92K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC76$4.74K<0.01%013F-HRTimeline
Tower View Wealth Management LLC74$4.59K<0.01%+113F-HRTimeline
Navigoe, LLC80$4K<0.01%13F-HRTimeline
Financial Freedom, LLC58$3.6K<0.01%013F-HRTimeline
Cardinal Strategic Wealth Guidance57$3.55K<0.01%new13F-HRTimeline
4Thought Financial Group Inc.50$3.12K<0.01%-12,77813F-HRTimeline
FLP Wealth Management, LLC46$2.84K0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.41$2.55K<0.01%13F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…35$2.18K<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.29$1.85K0.17%-29,03413F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC25$1.56K<0.01%new13F-HRTimeline
Anderson Financial Strategies, LLC25$1.56K<0.01%13F-HRTimeline
WPG Advisers, LLC25$1.56K<0.01%13F-HRTimeline
Amundiin group Amundi20$1.26K<0.01%013F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC20$1.25K<0.01%13F-HRTimeline
AlphaMark Advisors, LLC16$1K<0.01%013F-HRTimeline
Gould Capital, LLC16$997<0.01%013F-HRTimeline
Breakwater Investment Management15$935<0.01%013F-HR/ATimeline
West Oak Capital, LLC1,150$7170.03%013F-HR/ATimeline
Morse Asset Management, Inc10$623<0.01%013F-HRTimeline
Luminist Capital LLC5$312<0.01%13F-HRTimeline
IMG Wealth Management, Inc.5$312<0.01%13F-HRTimeline
POM Investment Strategies, LLC1$43<0.01%013F-HRTimeline
Clean Yield Group0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Briaud Financial Planning Inc0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Members Trust Co2,274,563$142B-26,99813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.
Demars Financial Group, LLC959,200$15.4K+942,74613F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.
Legacy Financial Group LLC11,493$716M-71513F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.