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IJH ISHARES TR

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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
Summit Financial Strategies, Inc.607,553$37.9M4.18%+25,56213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…570,652$36.3M0.07%-226,19213F-HRTimelineGroup
Beaumont Financial Advisors, LLC575,803$35.9M2.69%+38,08513F-HRTimeline
HANCOCK WHITNEY CORP568,423$35.4M1.12%+19,10413F-HRTimeline
CJM Wealth Advisers, Ltd.559,481$34.9M11.74%+2,37213F-HRTimeline
DIVERSIFIED TRUST CO552,968$34.5M0.84%+34513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …552,630$34.4M0.51%+23,04113F-HRTimelineGroup
Allworth Financial LP524,730$34.4M0.19%-40,49413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC549,213$34.2M0.03%-502,46113F-HRTimelineGroup
BOSTON FINANCIAL MANGEMENT LLC547,686$34.1M1.03%-4,17613F-HRTimeline
Hudock, Inc.542,261$33.8M5.9%-1,17413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.536,902$33.7M0.06%-12,60513F-HRTimelineGroup
NewSquare Capital LLC539,800$33.6M2.69%-7,41513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers538,361$33.5M0.06%+73,44313F-HRTimelineGroup
CHOREO, LLC535,717$33.4M0.48%-218,07313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC532,081$33.2M0.76%-21,00713F-HRTimeline
Integrated Advisors Network LLC526,668$32.8M1.57%-37,94913F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA520,629$32.4M7.38%-2,11613F-HRTimeline
Capital Investment Advisors, LLC516,440$32.2M0.66%-8,48813F-HRTimeline
FINANCIAL COUNSELORS INC514,328$32M0.47%-41,83413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…511,638$31.9M0.27%-2,14613F-HRTimelineGroup
Edge Capital Group, LLC511,041$31.8M1.63%+12,95013F-HRTimeline
Independent Advisor Alliance500,088$31.2M0.41%+469,56613F-HRTimeline
Bristlecone Advisors, LLC491,543$30.6M2.39%-3,11613F-HRTimeline
Wilmington Savings Fund Society, FSB490,828$30.6M0.55%+1,95113F-HRTimeline
D.A. DAVIDSON & CO.483,050$30.1M0.24%+12,08713F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…482,468$30.1M0.29%+13,70213F-HRTimelineGroup
Urban Financial Advisory Corp481,465$30M16.48%-2,13213F-HRTimeline
Graves Light Lenhart Wealth, Inc.481,432$30M3.73%+5,45913F-HRTimeline
Harbor Group, Inc.480,745$30M6.73%-72,86413F-HRTimeline
Mesirow Financial Investment Management…480,558$29.9M0.59%-1,40113F-HRTimeline
Human Investing LLC479,644$29.9M5.3%+11,71813F-HRTimeline
Callan Family Office, LLC475,989$29.7M1.89%-5,19313F-HRTimeline
Zions Bancorporation, N.A.473,005$29.5M1.86%-11,74213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT472,000$29.4M1.93%+26,36813F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…469,107$29.2M8.25%+13,98213F-HRTimeline
Shoker Investment Counsel, Inc.468,825$29.2M9.87%+2,47413F-HRTimeline
YHB Investment Advisors, Inc.465,811$29M2.38%+4,26713F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding462,764$28.8M+191Timeline
Perigon Wealth Management, LLC447,544$28.8M0.71%-24,95713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC461,167$28.7M0.23%+9,56813F-HRTimelineGroup
GREENWOOD GEARHART LLC460,003$28.7M1.98%+127,46313F-HRTimeline
TRUE Private Wealth Advisors454,506$28.3M3.44%-5,85613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC453,662$28.3M0.22%+159,55413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC449,749$28M1.09%+46,27813F-HRTimeline
RiverFront Investment Group, LLC445,322$27.7M0.63%+435,25713F-HRTimeline
Wealth Advisory Solutions, LLC436,948$27.2M7.63%-2,01013F-HRTimeline
NewEdge Advisors, LLC436,861$27.2M0.16%+64,99613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV436,716$27.2M1.99%+6,23413F-HRTimeline
Randolph Co Inc427,922$26.7M2.98%+1,42313F-HRTimeline
Serenus Wealth Advisors, LLC426,471$26.6M4.62%13F-HRTimeline
Global Retirement Partners, LLC426,375$26.6M0.76%+41,94413F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…422,457$26.3M0.16%+55,03213F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC420,162$26.2M0.17%-14,26813F-HRTimelineGroup
Advisory Services Network, LLC416,171$25.9M0.48%+2,72013F-HRTimeline
LONDON CO OF VIRGINIA412,932$25.7M0.14%+261,41413F-HRTimeline
BAILARD, INC.412,320$25.7M0.66%+77,16313F-HRTimeline
Verde Capital Management411,757$25.7M7.24%+10,56913F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC410,781$25.6M4.81%+13,70813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…409,432$25.5M0.69%-40,68713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC405,381$25.3M0.16%+251,61313F-HRTimelineGroup
Brand Asset Management Group, Inc.404,268$25.2M10.23%-15,02413F-HRTimeline
Arcataur Capital Management LLC404,167$25.2M8.49%-1,68213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC400,332$24.9M1.96%-1,18713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…399,307$24.9M4.22%+8,86513F-HRTimeline
Financial Advocates Investment Manageme…399,204$24.9M1.42%+10,70413F-HRTimeline
LGL PARTNERS, LLC397,662$24.8M3.6%+7,10313F-HRTimeline
Investments & Financial Planning, LLC396,889$24.7M15.24%+1,74713F-HRTimeline
NOTTINGHAM ADVISORS, INC.396,872$24.7M3.14%-53,57013F-HRTimeline
Beacon Pointe Advisors, LLC396,783$24.7M0.27%-16,72613F-HRTimeline
Fairhaven Wealth Management, LLC393,736$24.5M7.67%+52313F-HRTimeline
Salomon & Ludwin, LLC393,124$24.5M2.6%-25,84913F-HRTimeline
OneDigital Investment Advisors LLC391,634$24.4M0.28%+5,00213F-HRTimeline
West Financial Advisors, LLC391,412$24.4M4.7%-30413F-HRTimeline
Forge First Asset Management Inc.389,200$24.2M8.71%new13F-HRTimeline
Bryant Woods Investment Advisors, LLC389,098$24.2M11.74%+59613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC387,708$24.2M0.68%-26,95513F-HRTimeline
DUPONT CAPITAL MANAGEMENT CORP387,431$24.1M2.25%+200,60013F-HRTimeline
King Wealth Management Group381,267$23.8M3.47%+18,22913F-HRTimeline
Sigma Planning Corp378,925$23.6M0.74%+7,53413F-HRTimeline
CAPITAL ADVISORS INC/OK376,263$23.4M0.47%-23,85313F-HRTimeline
Enterprise Bank & Trust Co369,037$23M7.57%+14,09113F-HRTimeline
New Harbor Financial Group, LLC362,276$22.6M6.73%-8,35013F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC362,276$22.6M6.73%+356,70113F-HRTimeline
Argent Trust Co360,850$22.5M0.92%+5,89213F-HRTimeline
Iowa State Bank360,288$22.4M4.67%-1,13113F-HRTimeline
COURIER CAPITAL LLC360,087$22.4M1.55%+11,40613F-HRTimeline
Horan Capital Advisors, LLC.358,860$22.4M7.53%+5,46013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.343,541$22.2M1.05%-69,17613F-HRTimelineGroup
Trilogy Capital Inc.353,268$22M1.13%-2,84313F-HRTimeline
Drake & Associates, LLC342,514$21.9M6.24%+15,70313F-HRTimeline
Altus Wealth Management, LLC350,230$21.8M9.76%+9,35513F-HRTimeline
Glenview Trust Co348,987$21.7M0.41%+4,58113F-HRTimeline
Twele Capital Management, Inc.348,276$21.7M4.6%-29,15613F-HRTimeline
PFM Health Sciences, LP347,637$21.7M1.65%new13F-HRTimeline
ANB BANK346,397$21.6M9.48%13F-HRTimeline
jvl associates llc345,623$21.5M8.16%-2,73513F-HRTimeline
Coastline Trust Co344,450$21.5M2.51%+58,04513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Horan Securities, Inc.342,560$21.3M8.1%+22,93213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA342,276$21.3M0.11%-9,30113F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP339,468$21.2M1.97%+11,89413F-HRTimelineGroup
MONTAG A & ASSOCIATES INC338,369$21.1M1%+96,27713F-HRTimeline
Curi Capital, LLC336,644$21M0.48%-38,58013F-HRTimeline
CONNING INC.in group CONNING INC.330,740$20.6M0.72%013F-HRTimelineGroup
Per Stirling Capital Management, LLC.329,925$20.6M2.92%+6,74113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC326,764$20.6M4.27%+50,12513F-HRTimeline
Sanctuary Advisors, LLC313,937$20.5M0.13%-39,45013F-HRTimeline
PENINSULA ASSET MANAGEMENT INC327,160$20.4M10.83%-9,11513F-HRTimeline
Gladstone Institutional Advisory LLC324,759$20.2M0.94%+86,81613F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO321,150$20M0.8%+300,90013F-HRTimeline
Atlantic Edge Private Wealth Management…320,194$20M6.18%+19,95313F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC320,099$19.9M7.51%+21,67513F-HRTimeline
CFS Investment Advisory Services, LLC318,608$19.9M1.78%+17,38013F-HRTimeline
Arkos Global Advisors318,105$19.8M2.91%+4,09713F-HRTimeline
PINNACLE ASSOCIATES LTD317,369$19.8M0.27%+253,45713F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC315,275$19.6M2.71%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JOURNEY STRATEGIC WEALTH LLC315,052$19.6M0.73%+16,97813F-HRTimeline
TRUST CO OF VERMONT313,285$19.5M0.95%+66,71013F-HRTimeline
EP Wealth Advisors, LLC313,103$19.5M0.16%-12,44413F-HRTimeline
Soltis Investment Advisors LLC312,247$19.5M1.8%-5,94313F-HRTimeline
First National Trust Co310,522$19.3M0.73%-28,37713F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…309,710$19.3M6.63%+5,66913F-HRTimeline
DHJJ Financial Advisors, Ltd.309,054$19.3M7.5%-6,23213F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …309,134$19.2M0.03%+2,33113F-HRTimelineGroup
Pinnacle Financial Partners Inc305,213$19M0.39%-30,17913F-HRTimeline
GenWealth Group, Inc.304,374$19M4.32%+5,24813F-HRTimeline
Simmons Bankin group Simmons Bank303,954$18.9M1.38%+4,00113F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…301,094$18.8M0.04%+190,41213F-HR/ATimeline
Colonial Trust Advisorsgroup of 2 filers holding298,547$18.6M+12,231Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO297,312$18.5M0.13%+27,61113F-HRTimelineGroup
Ironwood Financial, llc296,194$18.5M3.87%-80413F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC295,567$18.4M0.39%-27,05513F-HRTimeline
Dynamic Advisor Solutions LLC295,507$18.4M0.8%-178,24313F-HRTimeline
LYNCH & ASSOCIATES/IN295,358$18.4M3.99%-4,39313F-HRTimeline
Marietta Wealth Management, LLC294,978$18.4M2.64%-30913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC294,657$18.4M0.02%+179,00813F-HRTimelineGroup
ACIMA PRIVATE WEALTH, LLC294,630$18.4M6.18%+68513F-HRTimeline
PKS Advisory Services, LLC294,565$18.4M4.59%13F-HRTimeline
Wealthspire Retirement, LLC292,620$18.2M1.44%+3,23613F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.291,493$18.2M0.89%-2,47213F-HRTimeline
Smithfield Trust Co291,038$18.1M0.9%-1,00613F-HRTimeline
AAF Wealth Management, LLC291,062$18.1M9.15%-45513F-HR/ATimeline
Harbour Trust & Investment Management Co291,034$18.1M2.06%+13,52213F-HRTimeline
Whitcomb & Hess, Inc.290,777$18.1M5.6%-3,27813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC289,661$18M0.6%+24,13113F-HRTimeline
CIM INVESTMENT MANAGEMENT INC289,241$18M5.28%+1,12113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC289,196$18M2.08%+43,13013F-HRTimeline
Crescent Grove Advisors, LLC288,068$17.9M1.78%+17,29813F-HRTimeline
IFG Advisory, LLC286,401$17.8M1.01%+36,75513F-HRTimeline
Invst, LLC284,283$17.7M2.15%+272,85913F-HRTimeline
Trifecta Capital Advisors, LLC284,197$17.7M3.5%+124,92213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.284,112$17.7M1.23%+6,70213F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC281,353$17.5M3.48%+34,81313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…280,174$17.5M1.63%-15713F-HRTimeline
PACK Private Wealth, LLC277,768$17.3M10.16%+2,52113F-HRTimeline
Newton One Investments LLC277,597$17.3M6.67%+213,06313F-HRTimeline
McKinley Carter Wealth Services, Inc.277,387$17.3M1.06%+10,21713F-HRTimeline
CAPE ANN SAVINGS BANK272,933$17M10.01%+1,03513F-HRTimeline
Centerpoint Advisors, LLC268,790$16.7M5.86%+5,16313F-HRTimeline
BURNS J W & CO INC/NY268,608$16.7M2.14%+16,34313F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC266,971$16.6M3.68%+6,33213F-HRTimeline
Cambridge Advisors Inc.266,786$16.6M3.71%-21,03613F-HRTimeline
First Nebraska Trust Co264,850$16.5M1.59%+5,10513F-HRTimeline
FSM Wealth Advisors, LLC252,952$16.3M3.99%+16,36513F-HRTimeline
Traynor Capital Management, Inc.260,201$16.2M1.26%+39,41113F-HRTimeline
RWA WEALTH PARTNERS, LLC258,006$16.1M0.2%+82,04513F-HRTimeline
Symphony Financial, Ltd. Co.245,780$16M2.52%-9,81513F-HRTimeline
Evernest Financial Advisors, LLC256,194$16M4.14%+7,88513F-HRTimeline
Avondale Wealth Management254,957$15.9M10.18%-4,81613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC252,912$15.8M1.97%-19913F-HRTimeline
1ST SOURCE BANK252,836$15.8M0.9%-70413F-HRTimeline
Core Wealth Advisors, Inc.252,158$15.7M5.18%+34013F-HRTimeline
Asset Management Group, Inc.251,918$15.7M2.79%-47613F-HRTimeline
Kelman-Lazarov, Inc.250,000$15.6M2.8%+1,04613F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP249,959$15.6M4.27%+2,32313F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…249,524$15.5M1.59%+4,00813F-HRTimeline
MASON STREET ADVISORS, LLC248,400$15.5M2%-87,10013F-HRTimeline
Tower Wealth Partners, Inc.248,053$15.5M8.09%-99013F-HRTimeline
Guidance Point Advisors, LLC245,528$15.3M4.3%+4,19113F-HRTimeline
Towercrest Capital Management245,093$15.3M2.47%+5,10213F-HRTimeline
Clarity Wealth Advisors, LLC245,072$15.3M4.16%+12,01813F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…244,142$15.2M1.71%+1,04213F-HRTimelineGroup
NORRIS PERNE & FRENCH LLP/MI243,710$15.2M1.1%-21,66013F-HRTimeline
Orion Porfolio Solutions, LLC240,849$15M0.15%+6,56213F-HRTimeline
Orion Portfolio Solutions, LLC240,849$15M0.15%+6,56213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management238,333$14.9M0.46%-235,90913F-HRTimelineGroup
BostonPremier Wealth LLC237,979$14.8M8.99%13F-HRTimeline
Winthrop Advisory Group LLC236,707$14.7M1.77%+2,38813F-HRTimeline
Vantage Financial Partners, LLC236,386$14.7M3.68%-208,74113F-HRTimeline
SMITH, MOORE & CO.235,772$14.7M1.34%+9,92313F-HRTimeline
Platt Investment Counsel, LLC235,742$14.7M14.02%-4,84313F-HRTimeline
Petix & Botte Co234,946$14.6M3.85%-74,28713F-HRTimeline
Mechanics Financial Corp234,853$14.6M6.57%-5,84513F-HRTimeline
FFT WEALTH MANAGEMENT LLC234,328$14.6M1.1%-7,81513F-HRTimeline
Eley Financial Management, Inc233,997$14.6M5.68%+8,40813F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC233,752$14.6M5.95%+15013F-HRTimeline
Pacific Center for Financial Services233,268$14.5M3.74%+5,65513F-HRTimeline
Hubbell Strickland Wealth Management, L…232,586$14.5M6.87%+2,50213F-HRTimeline
Aft, Forsyth & Sober, LLC232,125$14.5M4.69%+80013F-HRTimeline
IronBridge Private Wealth, LLC231,611$14.4M5.3%+72,21213F-HRTimeline