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IJH ISHARES TR

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2,401 managers (2,429 13F filers) reported a position in IJH shares at 2025-03-31, 1,212,851,607 shares in all. 91 filers opened a position and 123 filers sold out during the quarter.

Managers
2,401
13F filers
2,429
New
91
Added
1,123
Reduced
858
Sold out
123
Shares held by filers
1,212,851,607

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ESL Trust Services, LLC613,911$35.8M8.08%+1,44513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…586,193$35.6M0.08%+15,54113F-HR/ATimelineGroup
JOHNSON INVESTMENT COUNSEL INC606,371$35.4M0.34%-5,37413F-HRTimeline
CIM INVESTMENT MANAGEMENT INC580,661$35M8%+291,42013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC590,405$34.5M0.26%+136,74313F-HRTimelineGroup
Allworth Financial LP601,273$34.2M0.19%+76,54313F-HRTimeline
Beaumont Financial Advisors, LLC581,219$33.9M2.66%+5,41613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers577,020$33.7M0.06%+38,65913F-HRTimelineGroup
FineMark National Bank & Trust573,885$33.5M1.22%-38,98113F-HRTimeline
Integrated Wealth Concepts LLC572,380$33.4M0.39%-469,12713F-HRTimeline
CJM Wealth Advisers, Ltd.566,801$33.1M11.68%+7,32013F-HRTimeline
RiverFront Investment Group, LLC563,444$32.9M0.73%+118,12213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC558,845$32.6M0.02%+9,63213F-HRTimelineGroup
NewSquare Capital LLC558,637$32.6M2.66%+18,83713F-HRTimeline
DIVERSIFIED TRUST CO553,002$32.3M0.8%+3413F-HRTimeline
Hudock, Inc.542,354$31.6M5.53%+9313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC527,763$30.8M0.01%+523,69813F-HR/ATimelineGroup
GREENWOOD GEARHART LLC522,791$30.5M2.11%+62,78813F-HRTimeline
Capital Investment Advisors, LLC522,105$30.5M0.6%+5,66513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC518,795$30.3M0.73%-13,28613F-HRTimeline
Callan Family Office, LLC514,454$30M2.25%+38,46513F-HRTimeline
Sequoia Financial Advisors, LLC514,278$30M0.23%+316,20713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…511,601$29.9M0.26%-3713F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA510,119$29.8M7.01%-10,51013F-HRTimeline
FINANCIAL COUNSELORS INC509,064$29.7M0.45%-5,26413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding495,287$29.6M+32,523Timeline
D.A. DAVIDSON & CO.503,638$29.4M0.24%+20,58813F-HRTimeline
Human Investing LLC500,277$29.2M5.14%+20,63313F-HRTimeline
Bristlecone Advisors, LLC494,031$28.8M2.36%+2,48813F-HRTimeline
SCOTIA CAPITAL INC.490,836$28.6M0.15%+282,52013F-HRTimeline
Graves Light Lenhart Wealth, Inc.490,165$28.6M3.51%+8,73313F-HRTimeline
Wilmington Savings Fund Society, FSB485,802$28.3M0.53%-5,02613F-HRTimeline
Ritter Daniher Financial Advisory LLC /…484,735$28.3M7.71%+15,62813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT477,896$27.9M1.85%+5,89613F-HRTimelineGroup
CHOREO, LLC476,738$27.8M0.43%-58,97913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC475,403$27.7M0.7%-253,32613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.538,456$27.5M0.06%+1,55413F-HRTimelineGroup
Shoker Investment Counsel, Inc.471,416$27.5M9.29%+2,59113F-HRTimeline
Urban Financial Advisory Corp469,637$27.4M15.14%-11,82813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…469,306$27.4M1.73%13F-HRTimeline
YHB Investment Advisors, Inc.468,500$27.3M2.28%+2,68913F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD466,001$27.2M0.03%-237,39313F-HR/ATimelineGroup
Ashton Thomas Private Wealth, LLC457,822$26.7M1.02%+8,07313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC456,059$26.6M0.23%-5,10813F-HR/ATimelineGroup
COURIER CAPITAL LLC453,027$26.4M1.73%+92,94013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC442,257$25.8M3%+153,06113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV438,409$25.6M1.95%+1,69313F-HRTimeline
BAILARD, INC.434,628$25.4M0.65%+22,30813F-HRTimeline
Arcataur Capital Management LLC429,243$25M8.54%+25,07613F-HRTimeline
Verde Capital Management428,794$25M7.12%+17,03713F-HRTimeline
Advisory Services Network, LLC428,347$25M0.48%+12,17613F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC426,653$24.9M4.58%+15,87213F-HRTimeline
Randolph Co Inc423,293$24.7M2.89%-4,62913F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC423,262$24.7M0.14%+3,10013F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…420,079$24.5M0.25%-62,38913F-HRTimelineGroup
Wealth Advisory Solutions, LLC417,900$24.4M6.45%-19,04813F-HRTimeline
NewEdge Advisors, LLC417,503$24.4M0.14%-19,35813F-HRTimeline
DUPONT CAPITAL MANAGEMENT CORP416,055$24.3M2.69%+28,62413F-HRTimeline
BlueStem Wealth Partners, LLC414,318$24.2M3.3%-409,45513F-HRTimeline
Serenus Wealth Advisors, LLC414,254$24.2M4.01%-12,21713F-HRTimeline
Brand Asset Management Group, Inc.411,957$24M10.03%+7,68913F-HRTimeline
West Financial Advisors, LLC403,084$23.5M4.47%+11,67213F-HRTimeline
LGL PARTNERS, LLC401,718$23.4M11.31%+4,05613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC398,103$23.2M1.8%-2,22913F-HRTimeline
Investments & Financial Planning, LLC396,879$23.2M15.04%-1013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…394,253$23M0.14%-28,20413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC393,098$22.9M0.14%-12,28313F-HRTimelineGroup
Mullooly Asset Management, Inc.392,814$22.9M10.4%13F-HR/ATimeline
Summit Financial, LLC391,386$22.8M0.64%+194,92613F-HRTimeline
OneDigital Investment Advisors LLC390,487$22.8M0.27%-1,14713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC389,152$22.7M0.79%+74,10013F-HRTimeline
Beacon Pointe Advisors, LLC388,920$22.7M0.26%-7,86313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…388,240$22.7M3.96%-11,06713F-HRTimeline
Bryant Woods Investment Advisors, LLC386,706$22.6M10.85%-2,39213F-HRTimeline
Salomon & Ludwin, LLC385,807$22.5M2.4%-7,31713F-HRTimeline
King Wealth Management Group385,488$22.5M3.41%+4,22113F-HRTimeline
VestGen Advisors, LLC379,536$22.1M1.01%13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…378,527$22.1M0.54%-30,90513F-HRTimelineGroup
Iowa State Bank376,359$22M4.66%+16,07113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC375,378$21.9M0.6%-12,33013F-HRTimeline
Twele Capital Management, Inc.375,184$21.9M4.64%+26,90813F-HRTimeline
Gladstone Institutional Advisory LLC367,244$21.4M1%+42,48513F-HRTimeline
Wealthspire Retirement, LLC365,071$21.3M1.69%+72,45113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.362,897$21.2M1.04%+19,35613F-HRTimelineGroup
Sanctuary Advisors, LLC362,653$21.2M0.15%+48,71613F-HRTimeline
Horan Capital Advisors, LLC.362,514$21.2M7.13%+3,65413F-HRTimeline
Harbor Group, Inc.362,443$21.1M4.23%-118,30213F-HRTimeline
ANB BANK362,070$21.1M9.44%+15,67313F-HRTimeline
McKinley Carter Wealth Services, Inc.361,468$21.1M1.3%+84,08113F-HRTimeline
Argent Trust Co361,394$21.1M0.87%+54413F-HRTimeline
Sigma Planning Corp359,567$21M0.67%-19,35813F-HRTimeline
Drake & Associates, LLC354,075$20.7M5.81%+11,56113F-HRTimeline
Glenview Trust Co353,010$20.6M0.4%+4,02313F-HR/ATimeline
Horan Securities, Inc.353,007$20.6M7.79%+10,44713F-HRTimeline
Altus Wealth Management, LLC349,318$20.4M9.54%-91213F-HRTimeline
LONDON CO OF VIRGINIA349,141$20.4M0.12%-63,79113F-HRTimeline
Coastline Trust Co348,418$20.3M2.53%+3,96813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stockman Wealth Management, Inc.347,537$20.3M3%+330,13013F-HRTimeline
Atlantic Edge Private Wealth Management…347,372$20.3M6.19%+27,17813F-HRTimeline
NAN FUNG TRINITY (HK) LTD346,300$20.2M3.2%new13F-HRTimeline
Texas Capital Bank Wealth Management Se…344,563$20.1M2.03%+95,03913F-HRTimeline
jvl associates llc342,015$20M8.05%-3,60813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP340,432$19.9M1.9%+96413F-HRTimelineGroup
Enterprise Bank & Trust Co340,382$19.9M7.67%-28,65513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC340,235$19.9M7.24%+20,13613F-HRTimeline
TRUST CO OF VERMONT339,017$19.8M0.99%+25,73213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management338,182$19.7M3.17%13F-HRTimelineGroup
PINNACLE ASSOCIATES LTD335,574$19.6M0.29%+18,20513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC370,389$19.4M4.36%+43,62513F-HRTimeline
CONNING INC.in group CONNING INC.330,740$19.3M0.68%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC330,201$19.3M0.96%-8,16813F-HRTimeline
Perigon Wealth Management, LLC328,480$19.2M0.49%-119,06413F-HRTimeline
Pinnacle Financial Partners Inc324,456$19M0.38%+19,24313F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC323,999$18.9M2.65%+8,72413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Per Stirling Capital Management, LLC.323,251$18.9M2.71%-6,67413F-HRTimeline
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO321,150$18.7M0.76%013F-HRTimeline
CFS Investment Advisory Services, LLC320,078$18.7M1.66%+1,47013F-HRTimeline
PENINSULA ASSET MANAGEMENT INC319,885$18.7M10.36%-7,27513F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC319,386$18.6M0.21%-24,54513F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA318,534$18.6M0.1%-23,74213F-HRTimelineGroup
Arkos Global Advisors312,401$18.2M2.68%-5,70413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …310,129$18.2M0.03%+99513F-HRTimelineGroup
VALLEY FORGE INVESTMENT CONSULTANTS INC…311,741$18.2M6.47%+2,03113F-HRTimeline
EP Wealth Advisors, LLC309,728$18.1M0.14%-3,37513F-HRTimeline
Dynamic Advisor Solutions LLC308,833$18M0.59%+13,32613F-HRTimeline
DHJJ Financial Advisors, Ltd.305,599$17.8M7.18%-3,45513F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC304,650$17.8M3.52%+23,29713F-HRTimeline
PKS Advisory Services, LLC304,151$17.7M4.86%+9,58613F-HRTimeline
Ironwood Financial, llc302,884$17.7M3.79%+6,69013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding302,392$17.6M+3,845Timeline
Smithfield Trust Co302,188$17.6M0.88%+11,15013F-HRTimeline
Harbour Trust & Investment Management Co300,852$17.6M2.13%+9,81813F-HRTimeline
Marietta Wealth Management, LLC299,576$17.5M2.57%+4,59813F-HRTimeline
LYNCH & ASSOCIATES/IN298,852$17.4M3.77%+3,49413F-HRTimeline
Pinnacle Wealth Management Advisory Gro…297,644$17.4M1.62%+17,47013F-HRTimeline
Caliber Wealth Management, LLC / KS296,975$17.3M2.36%13F-HRTimeline
Soltis Investment Advisors LLC296,947$17.3M1.55%-15,30013F-HRTimeline
Whitcomb & Hess, Inc.294,033$17.2M5.19%+3,25613F-HRTimeline
NOTTINGHAM ADVISORS, INC.293,632$17.1M2.62%-103,24013F-HRTimeline
Orin Green Financial, LLC318,498$17.1M8.05%new13F-HRTimeline
Centerpoint Advisors, LLC290,657$17M6.27%+21,86713F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP290,628$17M4.78%+40,66913F-HRTimelineGroup
Crescent Grove Advisors, LLC289,121$16.9M1.76%+1,05313F-HRTimeline
Trifecta Capital Advisors, LLC289,013$16.9M3.53%+4,81613F-HRTimeline
Simmons Bankin group Simmons Bank288,590$16.8M1.27%-15,36413F-HRTimelineGroup
First National Trust Co287,758$16.8M0.68%-22,76413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.287,251$16.8M0.83%-4,24213F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC285,424$16.7M0.02%+75,42513F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC283,145$16.5M0.57%-6,51613F-HRTimeline
Artemis Wealth Advisors, LLC282,963$16.5M3.46%new13F-HRTimeline
Newton One Investments LLC280,857$16.4M5.86%+3,26013F-HRTimeline
TRUE Private Wealth Advisors279,956$16.3M1.98%-174,55013F-HRTimeline
Atlanta Consulting Group Advisors, LLC279,758$16.3M4.77%+78,36813F-HRTimeline
PACK Private Wealth, LLC277,476$16.2M9.63%-29213F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.277,265$16.2M1.18%-6,84713F-HRTimelineGroup
First Nebraska Trust Co275,999$16.1M1.59%+11,14913F-HRTimeline
BURNS J W & CO INC/NY275,747$16.1M2.09%+7,13913F-HRTimeline
Financial Advocates Investment Manageme…275,656$16.1M1.13%-123,54813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO274,536$16M0.11%-22,77613F-HRTimelineGroup
INSTRUMENTAL WEALTH, LLC281,308$15.9M14.42%+62,86013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC272,272$15.9M3.53%+5,30113F-HRTimeline
49 WEALTH MANAGEMENT, LLC271,495$15.8M1.91%+263,15813F-HRTimeline
Avondale Wealth Management270,871$15.8M9.95%+15,91413F-HRTimeline
1ST SOURCE BANK270,166$15.8M0.93%+17,33013F-HRTimeline
Asset Management Group, Inc.268,929$15.7M2.9%+17,01113F-HRTimeline
Holland Advisory Services, Inc.267,450$15.6M23.67%+56,36513F-HRTimeline
Cambridge Advisors Inc.266,940$15.6M3.41%+15413F-HRTimeline
Turtle Creek Wealth Advisors, LLC264,587$15.4M2.3%+36,99513F-HRTimeline
CAPE ANN SAVINGS BANK264,467$15.4M9.68%-8,46613F-HRTimeline
FSM Wealth Advisors, LLC262,617$15.3M3.45%+9,66513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC260,433$15.2M1.91%+7,52113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC259,425$15.1M5.43%-35,20513F-HRTimeline
Evernest Financial Advisors, LLC257,227$15M5.39%+1,03313F-HRTimeline
CBM Financial, LLC244,315$14.9M12.15%13F-HRTimeline
Integrated Advisors Network LLC254,721$14.9M0.75%-271,94713F-HRTimeline
Kelman-Lazarov, Inc.254,011$14.8M2.69%+4,01113F-HRTimeline
IronBridge Private Wealth, LLC252,644$14.7M5.81%+21,03313F-HRTimeline
Prime Capital Investment Advisors, LLC251,059$14.6M0.17%+106,41013F-HRTimeline
Guidance Point Advisors, LLC250,594$14.6M4.16%+5,06613F-HRTimeline
Clarity Wealth Advisors, LLC249,670$14.6M4.04%+4,59813F-HRTimeline
Tower Wealth Partners, Inc.249,159$14.5M7.77%+1,10613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC247,838$14.5M0.18%+21,17313F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC247,529$14.4M0.04%new13F-HR/ATimelineGroup
SMITH, MOORE & CO.246,332$14.4M1.33%+10,56013F-HRTimeline
Platt Investment Counsel, LLC246,319$14.4M14.18%+10,57713F-HRTimeline
WASHINGTON TRUST Co246,242$14.4M0.55%+31,75713F-HRTimeline
Traynor Capital Management, Inc.245,592$14.3M1.21%-14,60913F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…244,811$14.3M1.59%+66913F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…244,774$14.3M0.08%+57,76213F-HRTimeline
Accretive Wealth Partners, LLC245,582$14.3M5.04%+32,57613F-HRTimeline
BostonPremier Wealth LLC242,141$14.1M8.77%+4,16213F-HRTimeline
Core Wealth Advisors, Inc.241,974$14.1M4.49%-10,18413F-HRTimeline
Eley Financial Management, Inc240,220$14.1M5.65%+6,22313F-HRTimeline
Vantage Financial Partners, LLC239,044$13.9M3.47%+2,65813F-HRTimeline
Hubbell Strickland Wealth Management, L…238,704$13.9M6.59%+6,11813F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC238,525$13.9M5.67%+4,77313F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI238,272$13.9M1.04%-5,43813F-HRTimeline
Mechanics Financial Corp238,210$13.9M6.31%+3,35713F-HRTimeline
AdvisorNet Financial, Inc235,820$13.8M1.02%+27,53213F-HRTimeline
FFT WEALTH MANAGEMENT LLC234,044$13.7M2.86%-28413F-HRTimeline