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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
Advisors Capital Management, LLC230,662$14.4M0.23%+25,59413F-HRTimeline
Strategic Equity Management230,395$14.4M6.05%+223,64813F-HRTimeline
CoreCap Advisors, LLC229,545$14.3M0.65%+22,09113F-HRTimeline
CIBC WORLD MARKET INC.227,836$14.2M0.03%+17,62513F-HRTimeline
Turtle Creek Wealth Advisors, LLC227,592$14.2M3.27%+17,70413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC226,665$14.1M0.15%-17,75713F-HRTimelineGroup
Argent Advisors, Inc.226,402$14.1M5.23%-6,07413F-HRTimeline
Windsor Capital Management, LLC223,805$13.9M4.14%-1,62013F-HRTimeline
Robinswood Financial LLC223,347$13.9M5.26%-16213F-HRTimeline
EQUITABLE TRUST CO223,102$13.9M0.78%new13F-HRTimeline
Freedom Investment Management, Inc.223,012$13.9M1.15%-4,69413F-HRTimeline
Ironwood Wealth Management, LLC.222,965$13.9M4.31%+2,06813F-HRTimeline
PDS Planning, Inc222,118$13.8M1.23%-3,86313F-HRTimeline
Armor Investment Advisors, LLC221,324$13.8M5.67%+11,76313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC219,740$13.7M0.31%+3313F-HRTimelineGroup
BEACON FINANCIAL PLANNING, INC219,038$13.6M7.94%-11713F-HRTimeline
American Financial Advisors, LLC218,912$13.6M1.92%-5,53413F-HRTimeline
SVB WEALTH LLC218,336$13.6M0.25%new13F-HRTimeline
PITTENGER & ANDERSON INC218,154$13.6M0.49%+8,01213F-HRTimeline
Western Wealth Management, LLC217,658$13.6M0.88%+9,36313F-HR/ATimeline
INSTRUMENTAL WEALTH, LLC218,448$13.5M12.81%+17,41313F-HRTimeline
Gallagher Capital Advisors, LLC217,256$13.5M9.87%13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC216,041$13.5M1.11%+12,46813F-HRTimeline
LTG Capital LLC215,949$13.5M11.29%+6,83313F-HRTimeline
WASHINGTON TRUST Co214,485$13.4M0.48%+24,20613F-HRTimeline
Accretive Wealth Partners, LLC213,006$13.3M5.63%+63613F-HRTimeline
Galvin, Gaustad & Stein, LLC211,951$13.2M1.18%+9,67813F-HRTimeline
CENTAURUS FINANCIAL, INC.211,302$13.2M0.8%+1,69813F-HRTimeline
Holland Advisory Services, Inc.211,085$13.2M17.17%+6,66413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC209,999$13.1M0.02%+31,46413F-HRTimelineGroup
CONSILIO WEALTH ADVISORS, LLC209,495$13.1M5.34%+3,12713F-HRTimeline
Neumann Capital Management, LLC208,483$13M4.32%+213F-HRTimeline
SCOTIA CAPITAL INC.208,316$13M0.07%+121,31013F-HRTimeline
AdvisorNet Financial, Inc208,288$13M1.09%+26,55813F-HRTimeline
Robertson Stephens Wealth Management, L…205,609$12.8M0.46%+13,82413F-HRTimeline
SWS Partners204,051$12.7M3.85%-713F-HRTimeline
Meridian Wealth Management, LLC203,885$12.7M0.6%+2,91413F-HRTimeline
River Street Advisors LLC203,782$12.7M6.49%+15,49313F-HRTimeline
Guardian Wealth Advisors, LLC202,827$12.6M8.1%+8,27313F-HRTimeline
First Western Trust Bank201,667$12.6M0.58%-7,39513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding201,405$12.5M-18,719Timeline
Atlanta Consulting Group Advisors, LLC201,390$12.5M4.63%-4,64613F-HR/ATimeline
Capital Investment Counsel, LLC201,096$12.5M2.09%-2,70813F-HRTimeline
FORBES J M & CO LLP200,726$12.5M1.2%+1,15113F-HRTimeline
SIMON QUICK ADVISORS, LLC200,225$12.5M0.75%-3,16013F-HRTimeline
Waldron Private Wealth LLC199,327$12.4M0.5%-4,59113F-HRTimeline
Sequoia Financial Advisors, LLC198,071$12.3M0.12%-45,75113F-HR/ATimeline
Landing Point Financial Group, LLC194,646$12.3M9.41%13F-HRTimeline
Summit Financial, LLC196,460$12.2M0.43%+4,38213F-HRTimeline
One Day In July LLC195,101$12.2M1.27%-42,00213F-HRTimeline
Highview Capital Management LLC/DE/194,596$12.1M4.66%+10,70413F-HR/ATimeline
Riverpoint Wealth Management Holdings, …194,293$12.1M3.16%+27513F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC193,711$12.1M4.87%+1,99313F-HRTimeline
AMG National Trust Bank191,521$11.9M0.33%-1,15913F-HRTimeline
Montecito Bank & Trust191,303$11.9M2.06%+3,14013F-HRTimeline
May Hill Capital, LLC190,294$11.9M4.59%13F-HRTimeline
Hardy Reed LLC189,666$11.8M1.04%-43613F-HRTimeline
Arcus Capital Partners, LLC194,257$11.8M3.73%+16,68613F-HRTimeline
MERIDIAN MANAGEMENT CO188,312$11.7M3.09%+9,49313F-HRTimeline
Madison Wealth Partners, Inc187,028$11.7M3.26%+1,55713F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…187,012$11.7M0.07%-18,51513F-HRTimeline
GFS Advisors, LLC186,726$11.6M1.77%-2,52113F-HRTimeline
Hopwood Financial Services, Inc.185,076$11.5M8.74%13F-HRTimeline
Choate Investment Advisors184,725$11.5M0.28%+4,46513F-HRTimeline
Riggs Asset Managment Co. Inc.184,702$11.5M3.07%+2,84913F-HRTimeline
First Bank & Trust184,192$11.5M2.2%+1,20013F-HRTimeline
Affiance Financial, LLC183,862$11.5M2.74%-5,95213F-HRTimeline
Pachira Investments Inc.179,509$11.2M6.83%+6,89913F-HRTimeline
Mayflower Financial Advisors, LLC178,667$11.1M1.66%-1,93713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…178,371$11.1M0.2%+73,42113F-HRTimelineGroup
Vision Capital Management, Inc.176,968$11M1.62%-2,25213F-HRTimeline
Enclave Advisors LLC176,965$11M1.81%+68,01013F-HRTimeline
Omega Financial Group, LLC176,813$11M4.17%+3,12813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC176,777$11M1.03%+9,08013F-HRTimeline
Coyle Financial Counsel LLC173,734$10.8M3.43%+34,85913F-HRTimeline
MTC Wealth Management LLC173,402$10.8M5.2%-4,35413F-HRTimeline
SYNOVUS FINANCIAL CORP173,151$10.8M0.14%+4,33713F-HRTimeline
PRECEDENT WEALTH PARTNERS, LLC172,728$10.8M3.51%-45,07713F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC172,271$10.7M6.12%+4,74313F-HRTimeline
Partnership Wealth Management, LLC172,041$10.7M8.92%+24,23913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK171,912$10.7M0.07%-2,80213F-HRTimelineGroup
Certified Advisory Corp170,862$10.6M1.16%+4,21413F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding170,639$10.6M+5,931Timeline
Evercore Wealth Management, LLC170,353$10.6M0.16%-6,44013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC170,049$10.6M0.31%+7,27413F-HRTimeline
UNION SAVINGS BANK168,665$10.5M5.17%-3,12813F-HRTimeline
IFG Advisors, LLC168,255$10.5M2.08%+10,65813F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC167,348$10.4M2.8%-1,95713F-HRTimeline
NorthCrest Asset Manangement, LLC166,842$10.4M0.31%-1,32813F-HR/ATimeline
NewEdge Wealth, LLC166,588$10.4M0.18%+22,64913F-HRTimeline
Global Wealth Management Investment Adv…166,266$10.4M2.14%+6,11213F-HRTimeline
RiverGlades Family Offices LLC166,186$10.4M7.39%+95113F-HRTimeline
Carr Financial Group Corp165,099$10.3M3.23%+6,73013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC164,927$10.3M1.39%+20,94413F-HRTimeline
PROFFITT & GOODSON INC164,638$10.3M1.7%+3,69013F-HRTimeline
Crestmont Private Wealth LLC164,549$10.3M4.61%+3,64113F-HRTimeline
MONEYWISE, INC.164,454$10.2M5.14%+137,08113F-HRTimeline
Fairway Wealth LLC164,192$10.2M4.61%+24,75013F-HRTimeline
TAP Consulting, LLC164,087$10.2M2.09%+3,79713F-HRTimeline
UNIONVIEW, LLC163,345$10.2M7.47%+107,88313F-HRTimeline
Community Bank, N.A.163,220$10.2M1.3%-48213F-HRTimeline
Campion Asset Management162,920$10.2M7.67%+11,90213F-HRTimeline
Bremer Bank National Association162,392$10.1M2%-2,43113F-HRTimeline
NTV Asset Management LLC161,736$10.1M1.33%-8,20913F-HRTimeline
Telos Capital Management, Inc.161,266$10M1.07%+7,59513F-HRTimeline
CAMBIAR INVESTORS LLC161,143$10M0.4%+124,96413F-HRTimeline
DAVENPORT & Co LLC160,583$10M0.06%+3,89213F-HRTimeline
Physician Wealth Advisors, Inc.159,909$9.96M1.68%+3,86813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO159,548$9.94M0.18%-3,55613F-HRTimeline
St. Louis Trust Co159,475$9.94M1.42%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…159,271$9.92M0.22%+20,93813F-HRTimelineGroup
RHUMBLINE ADVISERS158,398$9.87M0.01%-14,08413F-HR/ATimeline
JSF Financial, LLC158,096$9.85M2.63%-9,43413F-HRTimeline
Ellis Investment Partners, LLC157,815$9.83M1.94%+2,22513F-HRTimeline
SoundView Advisors Inc.157,584$9.82M4.05%13F-HRTimeline
Asset Allocation Strategies LLC154,349$9.78M2.35%+11,25213F-HRTimeline
EASTERN BANK156,921$9.78M0.18%+9,37413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC154,261$9.61M0.87%+2,80513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp153,685$9.58M0.29%+76013F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC153,538$9.57M4.05%13F-HRTimeline
Atria Investments, Inc152,935$9.53M0.12%-4,63113F-HRTimeline
COUNTRY CLUB BANK151,791$9.44M0.63%+1,34513F-HRTimeline
Dorsey & Whitney Trust CO LLC151,399$9.43M0.52%+4,15213F-HRTimeline
ZACKS INVESTMENT MANAGEMENT151,238$9.42M0.09%+9,00913F-HRTimeline
Parallel Advisors, LLC151,016$9.41M0.21%-1,23213F-HRTimeline
Idaho Trust Co150,509$9.38M4.73%-4,02613F-HRTimeline
Ramsay, Stattman, Vela & Price, Inc.150,411$9.37M1.74%-1,31113F-HRTimeline
LITTLE HOUSE CAPITAL LLC150,160$9.36M2.67%+1,21113F-HRTimeline
Mission Creek Capital Partners, Inc.148,991$9.28M2.03%-43213F-HRTimeline
Dentgroup LLC148,699$9.27M7.08%+19,25813F-HRTimeline
CX Institutional148,018$9.22M0.37%+16,12313F-HRTimeline
National Philanthropic Trust147,874$9.21M0.13%-8,35713F-HRTimeline
BlueChip Wealth Advisors LLC147,489$9.19M5.1%+1,85313F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC147,444$9.19M3.51%+7,95513F-HRTimeline
New Hampshire Trust146,728$9.14M1.93%+50513F-HRTimeline
PEOPLES BANK /OH146,311$9.12M5.37%-5,94513F-HRTimeline
HARBOR ADVISORY CORP /MA/146,162$9.11M2.99%+2,11413F-HRTimeline
HB Wealth Management, LLC145,355$9.06M0.09%+22,08613F-HRTimeline
Kingsview Wealth Management, LLC144,967$9.03M0.18%+7,94413F-HRTimeline
WESBANCO BANK INC144,903$9.03M0.31%-4,05713F-HRTimeline
Hilltop Partners LLC144,678$9.01M3.07%-41,82013F-HRTimeline
Prime Capital Investment Advisors, LLC144,649$9.01M0.13%+2,62213F-HRTimeline
Avid Wealth Partners LLC144,386$9M6.39%+49,38413F-HRTimeline
Rossmore Private Capital144,383$9M1.11%+4,86213F-HRTimeline
TruWealth Advisors, LLC144,278$8.99M0.54%+4,43413F-HRTimeline
Hiley Hunt Wealth Management143,830$8.96M4.97%+2,10813F-HRTimeline
SPC Financial, Inc.143,277$8.93M0.78%+13,57613F-HRTimeline
Finley Financial, LLC139,275$8.9M4.63%13F-HRTimeline
SageView Advisory Group, LLC142,580$8.88M0.38%+111,78113F-HRTimeline
J.W. COLE ADVISORS, INC.141,504$8.82M0.36%-3,63113F-HRTimeline
Sandbox Financial Partners, LLC140,937$8.78M2.93%-42,57713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC140,732$8.77M1.4%+12,01813F-HRTimeline
KOM Wealth Management Group, LLC140,116$8.73M6.45%+5,92913F-HRTimeline
Elyxium Wealth, LLC140,054$8.73M5.32%+30,31213F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC139,555$8.7M3.41%-3,07813F-HRTimeline
Independent Solutions Wealth Management…139,521$8.69M1.9%-31,40613F-HRTimeline
Lindbrook Capital, LLC139,230$8.68M0.78%-13,08113F-HRTimeline
YANKCOM Partnership138,420$8.62M4.61%13F-HRTimeline
IFP Advisors, Inc137,760$8.58M0.28%+5,81913F-HRTimeline
Better Money Decisions, LLC137,362$8.56M5.93%+2,80713F-HRTimeline
BURKE & HERBERT BANK & TRUST CO137,014$8.54M2.02%+77813F-HRTimeline
Bordeaux Wealth Advisors LLC136,175$8.49M1.36%-82913F-HR/ATimeline
MGO ONE SEVEN LLC135,794$8.46M0.33%+8,60713F-HRTimeline
AtlasMark Financial, Inc135,564$8.45M7.76%+3,25013F-HRTimeline
Lee, Kelleher & Klein Wealth Management134,247$8.36M5.96%13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.133,300$8.31M0.11%-14,99713F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC133,068$8.29M0.54%+3,81313F-HRTimelineGroup
Eldridge Investment Advisors, Inc.132,956$8.29M1.93%+89013F-HRTimeline
StrongBox Wealth, LLC132,626$8.26M3.5%+5,26813F-HRTimeline
GHP Investment Advisors, Inc.132,069$8.23M0.38%-8013F-HRTimeline
NWAM LLC132,015$8.23M0.51%+12,18813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.131,964$8.22M0.09%+23,11113F-HR/ATimelineGroup
Destiny Capital Corp/CO131,743$8.21M4.98%+8813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC131,582$8.2M1.5%+4,99713F-HRTimeline
Montis Financial, LLC130,634$8.14M2.51%+3,03413F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD130,340$8.12M6.45%-13013F-HRTimeline
Farther Finance Advisors, LLC130,175$8.11M0.29%-1,94613F-HRTimeline
NOVARE CAPITAL MANAGEMENT LLC129,554$8.07M0.68%+12,48613F-HRTimeline
RFP Financial Group LLC129,224$8.05M3.13%+4,32213F-HRTimeline
Citizens National Bank Trust Department128,786$8.02M1.7%+3,67013F-HRTimeline
ORG Partners LLC128,732$8.02M1.09%+65,44713F-HRTimeline
Panoramic Capital Partners, LLC128,617$8.01M7.04%13F-HRTimeline
Richwood Investment Advisors, LLC128,343$8M6.67%+2,32713F-HRTimeline
World Investment Advisors128,280$7.99M0.22%+40,25813F-HRTimeline
Ullmann Wealth Partners Group, LLC128,210$7.99M1.03%-2,26613F-HRTimeline
Advisory Alpha, LLC128,083$7.98M0.28%+6313F-HRTimeline
Alley Investment Management Company, LLC128,068$7.98M1.01%+86413F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC127,844$7.97M1.45%+32,72413F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…127,520$7.95M0.04%-2,35013F-HRTimelineGroup
Essex Financial Services, Inc.group of 2 filers holding126,693$7.89M+2,055Timeline
GC Wealth Management RIA, LLC125,969$7.85M1.38%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC125,310$7.81M2.43%+3,54713F-HRTimeline
Cahill Wealth Management, LLC125,051$7.79M3.97%+5113F-HRTimeline
Caldwell Trust Co124,637$7.77M0.81%+10,79813F-HRTimeline
OLYMPUS WEALTH MANAGEMENT, LLC123,971$7.72M2.81%new13F-HRTimeline
First National Bank of Hutchinson122,570$7.64M4.62%-2,09013F-HRTimeline
Pinnacle Bancorp, Inc.122,248$7.62M2.48%+2,30613F-HRTimeline
Strategic Financial Concepts, LLC121,877$7.59M1.46%+49,76113F-HR/ATimeline
Canal Capital Management, LLC121,512$7.57M1.23%+61113F-HRTimeline
KFA Private Wealth Group, LLC121,470$7.57M3.17%+27,36413F-HRTimeline