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Disclosery

IJH ISHARES TR

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COM (fund)

2,624 managers (2,651 13F filers) reported a position in IJH shares at 2025-12-31, 1,240,679,263 shares in all. 100 filers opened a position and 65 filers sold out during the quarter.

Managers
2,624
13F filers
2,651
New
100
Added
1,088
Reduced
918
Sold out
65
Shares held by filers
1,240,679,263

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
DT Investment Partners, LLC575,596$38M3.15%+2,85413F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC572,804$37.8M0.06%-8,12313F-HRTimelineGroup
YHB Investment Advisors, Inc.572,566$37.8M2.61%+88,83313F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …562,303$37.1M0.28%13F-HR/ATimelineGroup
Beaumont Financial Advisors, LLC561,189$37M2.44%-4,21213F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp560,599$37M0.12%-70,75913F-HRTimelineGroup
DIVERSIFIED TRUST CO560,290$37M0.68%+5,96313F-HRTimeline
CJM Wealth Advisers, Ltd.555,652$36.7M10.97%+1,98113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…554,057$36.6M0.22%+46,07213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.547,485$36.1M0.06%+36,05613F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC542,268$35.8M2.89%+30,35613F-HRTimeline
FineMark National Bank & Trust534,122$35.3M1.1%+40,46313F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding533,363$35.2M+16,101Timeline
Hudock, Inc.525,921$34.7M5.11%+3,79013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…524,840$34.6M0.4%+25,42813F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding523,188$34.5M+98,521Timeline
Integrated Wealth Concepts LLC522,007$34.5M0.41%-8,51513F-HRTimeline
BlueStem Wealth Partners, LLC519,901$34.3M3.79%+20,25513F-HRTimeline
Pure Financial Advisors, LLC519,658$34.3M0.51%+16,46213F-HRTimeline
Callan Family Office, LLC509,471$33.6M0.72%+42,54313F-HRTimeline
Planning Project LLC509,321$33.6M8.45%13F-HRTimeline
Beacon Pointe Advisors, LLC507,147$33.5M0.24%+49,35913F-HRTimeline
Robinhood Asset Management, LLC506,215$33.4M2.66%13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC499,914$33M0.27%-97,45013F-HRTimelineGroup
Midwest Trust Co498,686$32.9M0.41%+9,66813F-HRTimeline
Graves Light Lenhart Wealth, Inc.494,475$32.6M3.46%+14,41913F-HRTimeline
Coastline Trust Co494,326$32.6M3.07%+123,86413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Verde Capital Management491,212$32.4M6.91%+18,64313F-HRTimeline
Urban Financial Advisory Corp490,524$32.4M12.71%+15,64013F-HRTimeline
NewSquare Capital LLC489,537$32.3M2.85%-113,56413F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT487,949$32.2M1.86%+6,39013F-HRTimelineGroup
Leverty Financial Group, LLC487,518$32.2M7.7%+8,80613F-HRTimeline
COURIER CAPITAL LLC486,479$32.1M1.8%+17,07013F-HRTimeline
ESL Trust Services, LLC485,148$32M6.15%-144,10713F-HRTimeline
EP Wealth Advisors, LLC484,377$32M0.17%13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC481,821$31.8M0.6%-17,23113F-HRTimeline
Crestwood Advisors Group, LLC477,997$31.5M0.53%+39,82813F-HRTimeline
Shoker Investment Counsel, Inc.474,756$31.3M9.18%+3,01213F-HRTimeline
Drake & Associates, LLC472,289$31.2M6.21%+44,78913F-HRTimeline
Stockman Wealth Management, Inc.471,748$31.1M3.63%+33,39113F-HR/ATimeline
VICUS CAPITAL466,314$30.8M2.31%-201,61813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…463,624$30.7M0.05%+60,39413F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV465,113$30.7M1.62%+34,76413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC464,526$30.7M0.04%+156,87613F-HRTimelineGroup
OLD SECOND NATIONAL BANK OF AURORA464,441$30.7M6.13%-1,86813F-HRTimeline
Farther Finance Advisors, LLC460,086$30.4M0.33%+132,72013F-HRTimeline
Ashton Thomas Private Wealth, LLC458,920$30.3M0.74%+17,18013F-HRTimeline
NewEdge Advisors, LLC458,904$30.3M0.11%+31,15713F-HRTimeline
Brand Asset Management Group, Inc.453,070$29.9M8.36%+25,37813F-HRTimeline
FIRST HORIZON CORP453,002$29.9M1.34%+37,18713F-HRTimeline
Vestmark Advisory Solutions, Inc.452,892$29.9M0.4%+244,48613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC452,471$29.9M0.17%+91713F-HRTimelineGroup
Advisory Services Network, LLC443,722$29.3M0.41%+127,06313F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC433,842$28.6M3.19%-11,16913F-HRTimeline
GenWealth Group, Inc.415,644$28.6M4.87%+17,83213F-HRTimeline
Summit Financial, LLC432,744$28.6M0.42%-7,41413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.431,722$28.5M1.07%+15,65613F-HRTimelineGroup
Arkos Global Advisors427,610$28.2M3.62%+10,78613F-HRTimeline
Arcataur Capital Management LLC427,241$28.2M8.07%-2,34813F-HRTimeline
Retirement Systems of Alabama426,513$28.1M0.09%013F-HRTimeline
Randolph Co Inc425,765$28.1M2.69%+1,04013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…425,630$28.1M4.71%-4,30513F-HRTimeline
Wealth Advisory Solutions, LLC424,197$28M6.53%-49413F-HRTimeline
Mullooly Asset Management, Inc.422,431$27.9M10.2%+13,21013F-HRTimeline
Gladstone Institutional Advisory LLC416,883$27.5M1.04%+8,54513F-HRTimeline
TRUST CO OF VERMONT415,505$27.4M1.14%+30,11713F-HRTimeline
Caliber Wealth Management, LLC / KS407,935$26.9M2.9%+32,40513F-HRTimeline
Investments & Financial Planning, LLC404,791$26.7M14.34%-2,50613F-HRTimeline
Sanctuary Advisors, LLC402,604$26.6M0.15%+5,75213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC396,964$26.6M4.2%+1,25713F-HRTimeline
King Wealth Management Group400,512$26.4M3.19%+4,35013F-HRTimeline
49 WEALTH MANAGEMENT, LLC400,466$26.4M2.15%+54,02213F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC400,328$26.4M1.82%+67713F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC396,432$26.2M0.15%+1,32013F-HRTimelineGroup
1ST SOURCE BANK393,002$25.9M1.36%+12,28013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC386,047$25.5M0.67%-50613F-HRTimeline
Iowa State Bank385,910$25.5M4.78%+2,76313F-HRTimeline
Twele Capital Management, Inc.385,100$25.4M4.54%+9,45313F-HRTimeline
Ironwood Financial, llc367,127$25.4M4.31%+5,48013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…383,433$25.3M0.13%+14,13513F-HRTimeline
Bryant Woods Investment Advisors, LLC383,427$25.3M9.81%-1,04913F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC382,443$25.2M0.46%-22,48313F-HRTimeline
SAVA PENZISKO DRUSHTVO A.D. SKOPJE381,324$25.2M8.13%013F-HRTimeline
LGL PARTNERS, LLC378,485$25M10.66%-8,64313F-HRTimeline
RWA WEALTH PARTNERS, LLC374,881$24.7M0.27%+92,37713F-HRTimeline
Texas Capital Bank Wealth Management Se…373,184$24.6M1.42%+15,12413F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…372,397$24.6M3.55%-6,15113F-HRTimeline
Salomon & Ludwin, LLC360,221$24.4M2.16%-7,68313F-HRTimeline
CHOREO, LLC363,957$24.3M0.31%-32,76913F-HRTimeline
Apella Capital, LLC366,904$24.2M0.48%+38,97413F-HRTimeline
INSTRUMENTAL WEALTH, LLC333,936$24.1M14.43%+17,66713F-HRTimeline
West Financial Advisors, LLC362,749$23.9M4.04%-7,94213F-HRTimeline
Sigma Planning Corp362,261$23.9M0.66%+11,23313F-HRTimeline
Wilmington Savings Fund Society, FSB360,552$23.8M0.56%-7,03313F-HRTimeline
NewEdge Wealth, LLC359,696$23.7M0.27%+191,70113F-HRTimeline
Wealthspire Retirement, LLC359,539$23.7M1.44%+12,28613F-HRTimeline
Argent Trust Co359,400$23.7M0.81%-2,37913F-HRTimeline
NAN FUNG TRINITY (HK) LTD359,000$23.7M1.88%013F-HRTimeline
Serenus Wealth Advisors, LLC358,886$23.7M4.59%+12,28013F-HRTimeline
Altus Wealth Management, LLC358,366$23.7M10.2%+4,88513F-HRTimeline
Glenview Trust Co352,104$23.2M0.36%-89513F-HRTimeline
PINNACLE ASSOCIATES LTD349,811$23.1M0.3%-2,16913F-HRTimeline
Well Done, LLC349,562$23.1M3.45%+256,45013F-HRTimeline
Harbor Group, Inc.349,202$23M3.45%-3,58113F-HRTimeline
LTG Capital LLC348,362$23M17.92%+120,57413F-HRTimeline
ANB BANK346,803$22.9M9.08%-1,86513F-HRTimeline
New York Life Investment Management LLCin group New York Life Investment Mana…345,255$22.8M0.2%+136,57113F-HRTimelineGroup
D.A. DAVIDSON & CO.342,782$22.6M0.14%-61,78813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC341,993$22.6M0.03%+7,28513F-HRTimelineGroup
FSM Wealth Advisors, LLC341,804$22.6M3.09%+12,09313F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…339,995$22.4M6.53%-21913F-HRTimeline
Whitcomb & Hess, Inc.323,502$22.4M5.29%+17,76813F-HRTimeline
Orin Green Financial, LLC334,954$22.1M8.84%+6,58213F-HRTimeline
ROCKLAND TRUST CO334,156$22.1M0.87%-11,30713F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management333,214$22M3.11%-46313F-HRTimelineGroup
CONNING INC.in group CONNING INC.330,740$21.8M0.73%013F-HRTimelineGroup
CGC Financial Services, LLC330,345$21.8M5.83%+3,56513F-HRTimeline
Provida Pension Fund Administrator329,995$21.8M0.38%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA329,727$21.8M0.1%13F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC328,581$21.7M0.46%-12,66413F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC327,010$21.6M2.8%+1,03813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Nebraska Trust Co326,275$21.5M1.97%+35,70813F-HRTimeline
AlphaCore Capital LLC325,662$21.5M0.48%+222,91213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …322,208$21.3M0.42%+2,34513F-HRTimelineGroup
PACK Private Wealth, LLC319,424$21.1M9.64%+10,67913F-HRTimeline
OneDigital Investment Advisors LLC319,309$21.1M0.21%-55,92413F-HRTimeline
PENINSULA ASSET MANAGEMENT INC318,460$21M10.79%-75513F-HRTimeline
Harbour Trust & Investment Management Co316,862$20.9M2.13%+8,07213F-HRTimeline
WASHINGTON TRUST Co315,902$20.8M0.68%+33,91213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…315,635$20.8M1.43%+82313F-HRTimeline
MONTAG A & ASSOCIATES INC315,450$20.8M0.95%+39,86013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC314,867$20.8M1%+62,39913F-HRTimeline
Coyle Financial Counsel LLC313,767$20.7M4.43%+23,65813F-HRTimeline
Covenant Partners, LLC313,461$20.7M6.05%+272,99313F-HRTimeline
LYNCH & ASSOCIATES/IN313,152$20.7M3.91%+5,75513F-HRTimeline
AdvisorNet Financial, Inc312,949$20.7M1.1%+40,73813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …307,883$20.6M0.03%-2,24613F-HRTimelineGroup
CFS Investment Advisory Services, LLC311,785$20.6M1.5%+1,95913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding310,944$20.5M+7,414Timeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC310,653$20.5M0.17%+9,90113F-HRTimelineGroup
Crescent Grove Advisors, LLC308,594$20.4M1.94%+9,39513F-HRTimeline
Cambridge Advisors Inc.308,465$20.4M3.88%+13,27913F-HRTimeline
Presper Financial Architects, LLC308,390$20.4M11.51%+5,35713F-HRTimeline
BAILARD, INC.307,238$20.3M0.45%-145,29713F-HRTimeline
MERIDIAN MANAGEMENT CO305,357$20.2M4.99%+20,32513F-HRTimeline
Hilltop Partners LLC304,672$20.1M5.18%+219,47713F-HRTimeline
Atlanta Consulting Group Advisors, LLC303,810$20.1M4.54%+13,58213F-HRTimeline
PKS Advisory Services, LLC300,576$19.8M4.52%-3,62013F-HRTimeline
Evernest Financial Advisors, LLC274,737$19.7M4.13%+7,09713F-HRTimeline
jvl associates llc298,260$19.7M6.41%-4,16413F-HRTimeline
Soltis Investment Advisors LLC298,133$19.7M1.3%-4,38613F-HR/ATimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC297,331$19.6M0.23%+21,22113F-HRTimelineGroup
Newton One Investments LLC297,156$19.6M5.79%-3,07913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC296,838$19.6M0.44%+3,78813F-HRTimeline
Asset Management Group, Inc.294,865$19.5M3.15%+17,76713F-HRTimeline
Centerpoint Advisors, LLC294,769$19.5M5.99%-3,23813F-HRTimeline
LCW Services, LLC294,243$19.4M10.34%13F-HRTimeline
DHJJ Financial Advisors, Ltd.293,483$19.4M6.43%-10,77713F-HRTimeline
Dynasty Wealth Management, LLC293,295$19.4M0.19%+6,51413F-HRTimeline
McKinley Carter Wealth Services, Inc.292,127$19.3M1.08%-73,44113F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO290,309$19.2M0.1%+4,99113F-HRTimelineGroup
BURNS J W & CO INC/NY290,064$19.1M2.12%+3,16913F-HRTimeline
Smithfield Trust Co289,301$19.1M0.84%+1,52213F-HRTimeline
Curi Capital, LLC288,498$19M0.33%+13,37913F-HRTimeline
Walkner Condon Financial Advisors LLC287,218$19M2.63%+57,49013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE286,564$18.9M1.62%+144,08513F-HRTimeline
Trifecta Capital Advisors, LLC286,110$18.9M2.79%-2,72413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.284,634$18.8M0.78%-4,87013F-HRTimeline
Avondale Wealth Management283,468$18.7M9.62%+7,73913F-HRTimeline
Turtle Creek Wealth Advisors, LLC280,904$18.5M1.46%+15,39913F-HRTimeline
IFG Advisors, LLC280,395$18.5M3.08%+15,81713F-HRTimeline
Arkadios Wealth Advisors280,311$18.5M0.37%+42,63213F-HRTimeline
First National Trust Co278,825$18.4M0.61%+2,06013F-HRTimeline
Kopp Family Office, LLC278,499$18.4M11.73%+94,20613F-HRTimeline
Perigon Wealth Management, LLC278,467$18.4M0.33%-10,20113F-HRTimeline
NOMURA ASSET MANAGEMENT INTERNATIONAL I…in group NOMURA ASSET MANAGEMENT CO LTD276,814$18.3M0.03%13F-HRTimelineGroup
Platt Investment Counsel, LLC276,228$18.2M13.47%+2,22313F-HRTimeline
Triangle Securities Wealth Management276,767$18.2M3.83%+145,70713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.275,114$18.2M1.34%+1,14113F-HRTimelineGroup
MARINO, STRAM & ASSOCIATES LLC273,040$18M3.26%-8,49913F-HRTimeline
Kelman-Lazarov, Inc.272,798$18M2.57%+7,50213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC271,900$17.9M0.01%-166,55913F-HRTimelineGroup
Clarity Wealth Advisors, LLC271,294$17.9M3.65%+10,22913F-HRTimeline
BostonPremier Wealth LLC270,849$17.9M9.16%+15,27013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC269,807$17.8M0.01%+65,75313F-HRTimelineGroup
Core Wealth Advisors, Inc.269,144$17.8M4.61%+14,00213F-HRTimeline
Holland Advisory Services, Inc.267,813$17.7M23.85%+4,98613F-HRTimeline
Richardson Capital Management LLC264,928$17.5M8.77%-26,67313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC263,897$17.4M1.75%+2,02613F-HRTimeline
Simmons Bankin group Simmons Bank263,605$17.4M1.16%-6,04513F-HRTimelineGroup
Accretive Wealth Partners, LLC261,734$17.3M5.13%+3,01513F-HRTimeline
IHT Wealth Management, LLC261,663$17.3M0.42%+4,79213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC261,021$17.2M5.88%+4,79813F-HRTimeline
NOTTINGHAM ADVISORS, INC.259,742$17.1M2.39%-12,07913F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP258,672$17.1M4.23%+35713F-HRTimelineGroup
NORRIS PERNE & FRENCH LLP/MI258,487$17.1M1.13%+10,12513F-HRTimeline
CIM INVESTMENT MANAGEMENT INC258,229$17M4.46%+2,04013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding256,202$17M+162,809Timeline
NEW ENGLAND ASSET MANAGEMENT INC257,375$17M2.22%+16,69013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS256,759$16.9M0.01%-273,35613F-HRTimelineGroup