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Disclosery

IJH ISHARES TR

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COM (fund)

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
LOWE BROCKENBROUGH & CO INC606,403$37.6M2.11%-7,99713F-HRTimeline
Allworth Financial LP600,038$37.2M0.18%-1,23513F-HRTimeline
Fosun International Ltd56,040$37M10.28%-6013F-HRTimeline
Integrated Wealth Concepts LLC593,928$36.8M0.37%+21,54813F-HRTimeline
RTD Financial Advisors, Inc.589,967$36.6M4.68%-160,94913F-HRTimeline
Sequoia Financial Advisors, LLC585,289$36.3M0.25%+71,01113F-HRTimeline
NewSquare Capital LLC582,911$36.2M2.69%+24,27413F-HRTimeline
Beaumont Financial Advisors, LLC572,606$35.5M2.57%-8,61313F-HRTimeline
DT Investment Partners, LLC566,203$35.1M3.15%-485,77813F-HRTimeline
CJM Wealth Advisers, Ltd.554,578$34.4M11.45%-12,22313F-HRTimeline
GREENWOOD GEARHART LLC548,316$34M2.12%+25,52513F-HRTimeline
BlueStem Wealth Partners, LLC547,970$34M4.18%+133,65213F-HRTimeline
NorthCoast Asset Management LLC541,542$33.6M0.14%-137,90913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC539,777$33.5M0.01%+12,01413F-HR/ATimelineGroup
Global Retirement Partners, LLC538,241$33.4M0.83%13F-HRTimeline
Human Investing LLC533,142$33.1M5.21%+32,86513F-HRTimeline
Midwest Trust Co523,597$32.5M0.45%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.522,234$32.4M0.06%-16,22213F-HRTimelineGroup
Hudock, Inc.519,773$32.2M5.18%-22,58113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC511,419$31.7M0.68%-7,37613F-HRTimeline
Capital Investment Advisors, LLC509,522$31.6M0.57%-12,58313F-HR/ATimeline
D.A. DAVIDSON & CO.499,581$31M0.22%-4,05713F-HRTimeline
FineMark National Bank & Trust499,519$31M1.05%-74,36613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…498,748$30.9M0.6%+120,22113F-HRTimelineGroup
Pure Financial Advisors, LLC496,179$30.8M0.54%+407,73713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…493,559$30.6M0.25%-18,04213F-HRTimelineGroup
Bristlecone Advisors, LLC491,535$30.5M2.56%-2,49613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC491,457$30.5M3.03%+49,20013F-HRTimeline
Graves Light Lenhart Wealth, Inc.491,387$30.5M3.63%+1,22213F-HRTimeline
SCOTIA CAPITAL INC.490,041$30.4M0.14%-79513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA489,221$30.3M6.62%-20,89813F-HRTimeline
EP Wealth Advisors, LLC485,256$30.1M0.2%+175,52813F-HRTimeline
Callan Family Office, LLC484,786$30.1M0.95%-29,66813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT478,814$29.7M1.9%+91813F-HRTimelineGroup
Urban Financial Advisory Corp473,707$29.4M14.77%+4,07013F-HRTimeline
Shoker Investment Counsel, Inc.473,034$29.3M9.2%+1,61813F-HRTimeline
Wilmington Savings Fund Society, FSB469,895$29.1M0.52%-15,90713F-HRTimeline
Ritter Daniher Financial Advisory LLC /…468,694$29.1M7.14%-16,04113F-HRTimeline
YHB Investment Advisors, Inc.467,090$29M2.24%-1,41013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding466,684$28.9M-28,603Timeline
COURIER CAPITAL LLC464,797$28.8M1.75%+11,77013F-HRTimeline
BAILARD, INC.461,726$28.6M0.67%+27,09813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC454,283$28.2M0.2%-1,77613F-HR/ATimelineGroup
Verde Capital Management451,068$28M6.9%+22,27413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV441,264$27.4M1.88%+2,85513F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC441,160$27.4M2.99%+14,50713F-HRTimeline
Arcataur Capital Management LLC431,112$26.7M8.35%+1,86913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC429,072$26.6M0.14%+35,97413F-HRTimelineGroup
CHOREO, LLC428,070$26.5M0.37%-48,66813F-HRTimeline
Randolph Co Inc424,919$26.4M2.7%+1,62613F-HRTimeline
Retirement Systems of Alabama423,005$26.2M0.09%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…422,960$26.2M0.06%-163,23313F-HR/ATimelineGroup
Wealth Advisory Solutions, LLC422,678$26.2M6.64%+4,77813F-HRTimeline
Ashton Thomas Private Wealth, LLC419,353$26M0.92%-38,46913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC416,468$25.8M0.56%-58,93513F-HRTimeline
Brand Asset Management Group, Inc.416,205$25.8M9.64%+4,24813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC413,880$25.7M0.02%-144,96513F-HRTimelineGroup
GenWealth Group, Inc.410,976$25.5M5.14%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.408,777$25.4M1.14%+45,88013F-HRTimelineGroup
Sanctuary Advisors, LLC408,603$25.3M0.16%+45,95013F-HRTimeline
Stockman Wealth Management, Inc.407,461$25.3M3.43%+59,92413F-HRTimeline
Crestwood Advisors Group, LLC407,347$25.3M0.45%+315,41613F-HRTimeline
Investments & Financial Planning, LLC404,959$25.1M14.47%+8,08013F-HRTimeline
NewEdge Advisors, LLC399,318$24.8M0.13%-18,18513F-HRTimeline
Mullooly Asset Management, Inc.398,900$24.7M10.38%+6,08613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC398,788$24.7M1.83%+68513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC387,518$24.7M4.43%+17,12913F-HRTimeline
LGL PARTNERS, LLC393,414$24.6M10.92%-8,30413F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding396,388$24.6M+191,736Timeline
Gladstone Institutional Advisory LLC394,073$24.4M1.01%+26,82913F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…391,602$24.3M0.14%-2,65113F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC391,267$24.3M0.14%-31,99513F-HRTimelineGroup
Beacon Pointe Advisors, LLC390,381$24.2M0.25%+1,46113F-HRTimeline
West Financial Advisors, LLC388,037$24.1M4.19%-15,04713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC386,674$24M0.78%-2,47813F-HRTimeline
King Wealth Management Group385,633$23.9M3.24%+14513F-HRTimeline
Summit Financial, LLC383,816$23.8M0.54%-7,57013F-HRTimeline
Bryant Woods Investment Advisors, LLC381,029$23.6M10.2%-5,67713F-HRTimeline
Salomon & Ludwin, LLC371,554$23.6M2.33%-14,25313F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…376,608$23.4M3.74%-11,63213F-HRTimeline
Coastline Trust Co376,100$23.3M2.67%+27,68213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
OneDigital Investment Advisors LLC375,772$23.3M0.26%-14,71513F-HRTimeline
Twele Capital Management, Inc.375,474$23.3M4.62%+29013F-HRTimeline
Iowa State Bank374,598$23.2M4.63%-1,76113F-HRTimeline
Drake & Associates, LLC374,190$23.2M5.68%+20,11513F-HRTimeline
VestGen Advisors, LLC371,478$23.2M0.92%-8,05813F-HRTimeline
HORAN Wealth, LLC367,493$22.8M6.98%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC361,893$22.4M0.55%-13,48513F-HRTimeline
Argent Trust Co359,658$22.3M0.84%-1,73613F-HRTimeline
Sigma Planning Corp359,171$22.3M0.67%-39613F-HRTimeline
NAN FUNG TRINITY (HK) LTD359,000$22.3M2.66%+12,70013F-HRTimeline
ANB BANK358,152$22.2M9.97%-3,91813F-HRTimeline
Harbor Group, Inc.356,605$22.1M3.92%-5,83813F-HRTimeline
McKinley Carter Wealth Services, Inc.356,555$22.1M1.23%-4,91313F-HRTimeline
Glenview Trust Co353,131$21.9M0.38%+12113F-HRTimeline
PINNACLE ASSOCIATES LTD352,929$21.9M0.32%+17,35513F-HRTimeline
Horan Securities, Inc.349,143$21.7M7.62%-3,86413F-HRTimeline
Texas Capital Bank Wealth Management Se…348,503$21.6M2.02%+3,94013F-HRTimeline
Serenus Wealth Advisors, LLC347,335$21.5M3.66%-66,91913F-HRTimeline
Altus Wealth Management, LLC347,210$21.5M10.31%-2,10813F-HRTimeline
Glenmede Investment Management, LP343,568$21.3M0.11%13F-HRTimeline
Wealthspire Retirement, LLC342,999$21.3M1.41%-22,07213F-HRTimeline
Presper Financial Architects, LLC342,735$21.3M15.82%13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management342,302$21.2M3.21%+4,12013F-HRTimelineGroup
TRUST CO OF VERMONT337,920$21M0.99%-1,09713F-HRTimeline
Bleakley Financial Group, LLC337,303$20.9M0.53%+273,53613F-HRTimeline
Arkos Global Advisors334,802$20.8M2.88%+22,40113F-HRTimeline
Pinnacle Financial Partners Inc333,744$20.7M0.44%+9,28813F-HRTimeline
Vestmark Advisory Solutions, Inc.333,349$20.7M0.3%+298,60513F-HRTimeline
Caliber Wealth Management, LLC / KS332,807$20.6M2.22%+35,83213F-HRTimeline
CONNING INC.in group CONNING INC.330,740$20.5M0.7%013F-HRTimelineGroup
PROFESSIONAL ADVISORY SERVICES INC325,952$20.2M2.74%+1,95313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Orin Green Financial, LLC323,686$20.1M8.5%+5,18813F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC322,976$20M3.49%+18,32613F-HRTimeline
Advisory Services Network, LLC314,681$19.8M0.32%-113,66613F-HRTimeline
PENINSULA ASSET MANAGEMENT INC319,425$19.8M10.46%-46013F-HRTimeline
Dynamic Advisor Solutions LLC316,694$19.6M0.61%+7,86113F-HRTimeline
CFS Investment Advisory Services, LLC316,136$19.6M1.6%-3,94213F-HRTimeline
49 WEALTH MANAGEMENT, LLC315,999$19.6M2.09%+44,50413F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…315,209$19.5M6.26%+3,46813F-HRTimeline
Pinnacle Wealth Management Advisory Gro…314,947$19.5M1.62%+17,30313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …310,129$19.5M0.03%013F-HRTimelineGroup
jvl associates llc313,548$19.4M6.99%-28,46713F-HRTimeline
Enterprise Bank & Trust Co311,078$19.3M7.21%-29,30413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC307,441$19.1M0.03%+22,01713F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.305,619$19M6.84%+2013F-HRTimeline
PKS Advisory Services, LLC305,304$18.9M4.82%+1,15313F-HRTimeline
Harbour Trust & Investment Management Co304,497$18.9M2.09%+3,64513F-HRTimeline
LYNCH & ASSOCIATES/IN304,495$18.9M3.8%+5,64313F-HRTimeline
Marietta Wealth Management, LLC302,507$18.8M2.45%+2,93113F-HRTimeline
Perigon Wealth Management, LLC302,236$18.7M0.44%-26,24413F-HRTimeline
PACK Private Wealth, LLC301,406$18.7M9.91%+23,93013F-HRTimeline
INSTRUMENTAL WEALTH, LLC298,995$18.7M14.86%+17,68713F-HRTimeline
Cambridge Advisors Inc.300,467$18.6M3.9%+33,52713F-HRTimeline
Soltis Investment Advisors LLC299,143$18.6M1.46%+2,19613F-HRTimeline
Whitcomb & Hess, Inc.298,923$18.5M5.23%+4,89013F-HRTimeline
Newton One Investments LLC298,875$18.5M5.83%+18,01813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding298,249$18.5M-4,143Timeline
FSM Wealth Advisors, LLC290,823$18.4M2.99%+28,20613F-HRTimeline
1ST SOURCE BANK295,919$18.4M1.01%+25,75313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.295,652$18.3M0.82%+8,40113F-HRTimeline
Crescent Grove Advisors, LLC295,058$18.3M1.77%+5,93713F-HRTimeline
MONTAG A & ASSOCIATES INC293,843$18.2M0.89%-36,35813F-HRTimeline
Smithfield Trust Co293,179$18.2M0.86%-9,00913F-HRTimeline
Centerpoint Advisors, LLC292,734$18.2M6.16%+2,07713F-HRTimeline
RWA WEALTH PARTNERS, LLC292,281$18.1M0.23%+82,41413F-HRTimeline
Trifecta Capital Advisors, LLC289,460$18M2.99%+44713F-HRTimeline
OLD NATIONAL BANCORP /IN/289,122$17.9M0.32%+170,89413F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC288,286$17.9M0.19%-31,10013F-HRTimelineGroup
CIM INVESTMENT MANAGEMENT INC285,596$17.7M3.38%-295,06513F-HRTimeline
Atlanta Consulting Group Advisors, LLC285,378$17.7M4.85%+5,62013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC285,184$17.7M0.16%+37,34613F-HRTimelineGroup
Ironwood Financial, llc302,884$17.7M3.79%013F-HRTimeline
Curi Capital, LLC284,300$17.6M0.33%+58,17113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC282,928$17.5M5.98%+23,50313F-HRTimeline
First Nebraska Trust Co290,245$17.5M1.68%+14,24613F-HRTimeline
Avondale Wealth Management280,506$17.4M9.72%+9,63513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO279,986$17.4M0.11%+5,45013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…279,893$17.4M4.77%-67,47913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC279,418$17.3M0.48%-3,72713F-HRTimeline
Simmons Bankin group Simmons Bank279,215$17.3M1.23%-9,37513F-HRTimelineGroup
MERIDIAN MANAGEMENT CO272,604$17.2M4.7%+100,20913F-HRTimeline
BURNS J W & CO INC/NY276,678$17.2M2.08%+93113F-HRTimeline
First National Trust Co276,388$17.1M0.64%-11,37013F-HRTimeline
Composition Wealth, LLC275,656$17.1M0.29%+181,98713F-HRTimeline
NOTTINGHAM ADVISORS, INC.274,195$17M2.52%-19,43713F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.274,108$17M1.2%-3,15713F-HRTimelineGroup
Asset Management Group, Inc.273,701$17M2.96%+4,77213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC269,334$16.7M3.37%-2,93813F-HRTimeline
Atria Wealth Solutions, Inc.264,304$16.6M0.38%-410,13313F-HRTimeline
Holland Advisory Services, Inc.266,583$16.5M24.15%-86713F-HRTimeline
Turtle Creek Wealth Advisors, LLC265,492$16.5M1.94%+90513F-HRTimeline
Kelman-Lazarov, Inc.262,276$16.3M2.64%+8,26513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC259,762$16.1M1.86%-67113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP258,700$16M4.29%-31,92813F-HRTimelineGroup
WASHINGTON TRUST Co258,694$16M0.57%+12,45213F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC258,226$16M2.94%-496,11813F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD257,720$16M0.02%-208,28113F-HRTimelineGroup
CAPE ANN SAVINGS BANK257,478$16M9.54%-6,98913F-HRTimeline
Evernest Financial Advisors, LLC257,361$16M5.16%+13413F-HRTimeline
Apella Capital, LLC251,761$15.9M0.43%+15,23313F-HRTimeline
Tower Wealth Partners, Inc.254,800$15.8M9.34%+5,64113F-HRTimeline
Clarity Wealth Advisors, LLC253,595$15.7M3.88%+3,92513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC252,992$15.7M5.65%+14,46713F-HRTimeline
Accretive Wealth Partners, LLC252,664$15.7M5.14%+7,08213F-HRTimeline
BostonPremier Wealth LLC248,815$15.4M8.56%+6,67413F-HRTimeline
EQUITABLE TRUST CO248,613$15.4M0.77%+18,93313F-HRTimeline
Core Wealth Advisors, Inc.248,285$15.4M4.43%+6,31113F-HRTimeline
COMMON FUND FOR NONPROFIT ORGANIZATIONSin group COMMON FUND FOR NONPROFIT ORG…245,577$15.2M1.57%+76613F-HRTimelineGroup
NORRIS PERNE & FRENCH LLP/MI243,745$15.1M1.05%+5,47313F-HRTimeline
Freedom Investment Management, Inc.243,609$15.1M1.21%+11,36313F-HRTimeline
Platt Investment Counsel, LLC243,377$15.1M14.34%-2,94213F-HRTimeline
Southeast Asset Advisors, LLC243,354$15.1M1.79%+10,91213F-HRTimeline
Eley Financial Management, Inc241,480$15M5.75%+1,26013F-HRTimeline
SMITH, MOORE & CO.241,177$15M1.26%-5,15513F-HRTimeline
Guardian Wealth Advisors, LLC241,078$15M8.85%+18,37513F-HRTimeline
Greenland Capital Management LP240,639$14.9M1.92%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC240,074$14.9M1.28%+12,19813F-HRTimeline
Farther Finance Advisors, LLC239,903$14.9M0.3%+44,60113F-HRTimeline
IHT Wealth Management, LLC239,756$14.9M0.41%+152,98413F-HRTimeline