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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
Topel & Distasi Wealth Management, LLC121,375$7.56M3.24%+76413F-HRTimeline
Affinity Capital Advisors, LLC120,634$7.55M1.42%+8,94213F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…121,116$7.55M0.02%+1,15513F-HRTimelineGroup
Lynx Investment Advisory120,915$7.53M5.14%+15,77913F-HRTimeline
Mascoma Wealth Management LLC120,533$7.51M1.89%-2,48713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC120,324$7.5M0.15%-9,60013F-HRTimeline
Fiduciary Group, LLC118,864$7.41M0.74%-9,27713F-HRTimeline
Alliance Wealth Advisors, LLC118,794$7.4M4.24%+3,04713F-HRTimeline
Watchman Group, Inc.118,078$7.36M1.93%-1,37413F-HRTimeline
Global Wealth Management, LLC117,928$7.35M4.69%+2,04713F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC117,452$7.32M0.27%-62613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…117,213$7.3M0.3%-1,35213F-HRTimelineGroup
Meridian Financial Advisors, LLC117,057$7.29M5.04%-1,65413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP117,047$7.29M0.11%-34513F-HRTimeline
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV116,998$7.29M2.5%+7,13913F-HRTimeline
ROGCO, LP116,823$7.28M2.97%-2,74913F-HRTimeline
Client First Capital LLC116,521$7.26M3.73%+11,84013F-HRTimeline
EWA, LLC116,220$7.24M2.72%+1,58413F-HRTimeline
SlateStone Wealth, LLC116,011$7.23M0.71%+13,34613F-HRTimeline
Capital Investment Advisory Services, L…115,748$7.21M0.69%-1,40513F-HRTimeline
ADG Wealth Management Group, LLC115,317$7.19M6.38%13F-HRTimeline
Triangle Securities Wealth Management115,083$7.17M1.84%+4,55513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mutual Advisors, LLC111,192$7.16M0.21%+7,55213F-HRTimeline
Birch Hill Investment Advisors LLC114,829$7.16M0.33%+5,67513F-HRTimeline
Wescott Financial Advisory Group, LLC114,025$7.1M0.74%+1,77313F-HRTimeline
PCA Investment Advisory Services Inc.113,358$7.06M3.27%+74213F-HRTimeline
Boltwood Capital Management113,345$7.06M2.15%-81513F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV112,956$7.04M4.11%-4,21713F-HRTimeline
Prospera Financial Services Inc112,589$7.02M0.16%+66513F-HRTimeline
BANK OF HAWAII112,425$7.01M0.39%-8,09513F-HRTimeline
IFS Advisors, LLC111,182$6.93M5.45%-2,85413F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…107,928$6.9M4.91%-1,15313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC109,874$6.85M1.71%-2,77013F-HRTimelineGroup
JPL Wealth Management, LLC109,634$6.83M1.96%13F-HRTimeline
GenTrust, LLC109,630$6.83M0.3%-2,78713F-HRTimeline
Rehmann Capital Advisory Group109,609$6.83M0.43%+5,72213F-HRTimeline
PRIVATE TRUST CO NA109,244$6.81M0.7%-8,42513F-HRTimeline
Legacy Trust109,055$6.8M1.58%+2,38513F-HRTimeline
Belpointe Asset Management LLC109,508$6.78M0.41%-24,40713F-HRTimeline
Quad-Cities Investment Group, LLC108,508$6.76M3.31%+4,50913F-HRTimeline
Boyd Wealth Management, LLC108,379$6.75M3.33%-68,29013F-HRTimeline
Buckingham Capital Management, Inc.108,203$6.74M0.77%-5,32113F-HRTimeline
Peninsula Wealth, LLC108,066$6.73M1.15%-86,78713F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/107,879$6.72M0.01%+15,86913F-HRTimelineGroup
Pettinga Financial Advisors LLC107,663$6.71M1.52%+36513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT107,256$6.68M0.82%+113F-HRTimeline
Aptus Capital Advisors, LLC106,879$6.66M0.08%+78,98813F-HRTimeline
Financial Council, LLC106,847$6.66M3.43%+1,53713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST106,634$6.64M0.74%-2,97913F-HRTimeline
Abundance Wealth Counselors106,560$6.64M1.45%-2,71213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV106,541$6.64M2.94%+1,20313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.106,355$6.63M0.36%+34,22013F-HR/ATimelineGroup
Richardson Capital Management LLC106,118$6.61M4.21%+10,35813F-HRTimeline
Clarus Wealth Advisors105,715$6.59M3.28%+6,86513F-HRTimeline
EPG Wealth Management LLC104,899$6.54M1.72%-9,67713F-HRTimeline
SOL Capital Management CO104,404$6.5M0.72%+2,66413F-HRTimeline
Snowden Capital Advisors LLC104,307$6.5M0.2%+3,77013F-HRTimeline
Cottage Street Advisors LLC103,978$6.48M3.37%-29013F-HRTimeline
Transcendent Capital Group LLC103,629$6.46M3.34%+10,80313F-HRTimeline
MATHER GROUP, LLC.103,045$6.42M0.08%-5,98413F-HRTimeline
Alpha Financial Partners LLC102,091$6.36M5.03%+97,35313F-HRTimeline
FRG Family Wealth Advisors LLC101,940$6.35M1.15%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC101,755$6.34M0.19%-6,63513F-HRTimelineGroup
Flagship Private Wealth, LLC101,632$6.33M3.05%+8,56413F-HRTimeline
Rice Partnership, LLC101,574$6.33M1.21%new13F-HRTimeline
Provenance Wealth Advisors, LLC101,415$6.32M0.82%+94,99313F-HRTimeline
WINTRUST INVESTMENTS LLC101,204$6.31M5.55%+1,95313F-HRTimeline
Sterling Investment Counsel, LLC101,084$6.3M4.16%-69,00113F-HRTimeline
Regal Investment Advisors LLC100,528$6.26M0.47%-5,67613F-HRTimeline
Vectors Research Management, LLC100,524$6.26M2.13%+27,43513F-HRTimeline
WRAPMANAGER INC100,347$6.25M1.6%+1,91213F-HRTimeline
Rathbones Group PLC100,235$6.25M0.03%+5,17013F-HRTimeline
Bigelow Investment Advisors, LLC100,054$6.23M2.92%-2,83813F-HRTimeline
OLD NATIONAL BANCORP /IN/100,040$6.23M0.15%+2,77913F-HRTimeline
Avior Wealth Management, LLC99,772$6.22M0.23%-9,93813F-HRTimeline
BayBridge Capital Group, LLC99,729$6.21M4.51%+1,55113F-HRTimeline
Creekmur Asset Management LLC99,485$6.2M1.42%+29,45613F-HRTimeline
Arete Wealth Advisors, LLC99,118$6.18M0.45%+21,78113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV99,090$6.17M0.5%+67213F-HRTimeline
Councilor Wealth, LLC98,963$6.17M2.93%+22013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAgroup of 2 filers holding98,843$6.16M-2,834Timeline
STAR Financial Bank98,770$6.15M4.43%-30,26113F-HRTimeline
Exchange Capital Management, Inc.98,694$6.15M0.98%-13,50213F-HRTimeline
Arrowroot Family Office, LLC97,968$6.1M3.17%+6,18613F-HRTimeline
Composition Wealth, LLC97,414$6.07M0.12%+27,57913F-HRTimeline
CITY HOLDING CO97,310$6.06M0.86%+9,85213F-HRTimeline
Econ Financial Services Corp97,057$6.05M3.47%+34,33913F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC96,700$6.03M<0.01%+35,09013F-HRTimelineGroup
Merit Financial Group, LLC96,588$6.02M0.11%+15,38313F-HRTimeline
PITCAIRN COin group PITCAIRN CO96,280$6M0.35%-1,00013F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding95,662$5.96M+4,526Timeline
2UniFi Bank94,866$5.91M3.94%13F-HRTimeline
Bellwether Advisors, LLC94,455$5.89M1.05%-26813F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC93,983$5.86M0.87%-2,50113F-HRTimeline
Pure Financial Advisors, LLC93,673$5.84M0.13%-1,18913F-HRTimeline
CGC Financial Services, LLC93,672$5.84M2.33%+14,82913F-HRTimeline
Stephenson & Company, Inc.93,663$5.84M3.93%+4,16613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/93,599$5.83M2.75%-1,00013F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC93,203$5.81M0.55%+8,66113F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC92,874$5.79M0.3%+21,00013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC92,631$5.77M1.21%+13,88413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC92,600$5.77M<0.01%+7,70013F-HRTimelineGroup
FCA CORP /TX92,243$5.75M1.79%+50513F-HRTimeline
InvesTrust91,998$5.72M1.59%13F-HRTimeline
SG Americas Securities, LLC91,336$5.69M0.02%+72,85113F-HRTimeline
Bricktown Capital, LLC91,250$5.69M1.19%013F-HRTimeline
NEW ENGLAND ASSET MANAGEMENT INC91,165$5.68M0.97%+74,41513F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD91,120$5.68M0.01%+54,16013F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.91,017$5.67M3.56%-3,15713F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC90,626$5.65M0.18%-22913F-HRTimeline
Dakota Wealth Management90,443$5.64M0.13%+2513F-HRTimeline
Old Mission Investment Co LLC90,428$5.63M1.68%-1,81713F-HRTimeline
Cascade Wealth Advisors, Inc90,249$5.62M3.81%+4,66113F-HRTimeline
CENTRAL TRUST Co90,212$5.62M0.14%+2,32913F-HRTimeline
Jacobi Capital Management LLC90,180$5.62M0.42%+4,43213F-HRTimeline
Guardian Asset Advisors, LLC90,015$5.61M3.6%+4,41713F-HRTimeline
FIRST MERCHANTS CORP89,850$5.6M0.22%+1,04413F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI89,768$5.59M0.3%-2,87913F-HRTimeline
Sandy Cove Advisors, LLC89,757$5.59M2.2%+49513F-HRTimeline
Opes Wealth Management LLC89,287$5.56M1.14%+2,95013F-HRTimeline
Global Trust Asset Management, LLC89,287$5.56M2.11%-3,51613F-HRTimeline
Arkadios Wealth Advisors89,100$5.55M0.3%+4,86913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC89,100$5.55M0.01%+81,00013F-HRTimeline
MIDDLETON & CO INC/MA88,975$5.54M0.61%+2,30013F-HRTimeline
B. Riley Wealth Advisors, Inc.88,914$5.54M0.18%-6,11213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.88,620$5.52M4.22%13F-HRTimeline
Sage Financial Management Group, Inc.88,526$5.52M2.04%+9,91713F-HRTimeline
Grey Ledge Advisors, LLC88,294$5.5M1.42%+3,08313F-HRTimeline
Midwest Professional Planners, LTD.88,080$5.49M1.64%-98313F-HRTimeline
Crestwood Advisors Group, LLC87,686$5.46M0.1%+2,37513F-HRTimeline
Cornerstone Wealth Management, LLC87,450$5.45M0.37%+2,53213F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC87,010$5.42M0.19%+1,58613F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC86,700$5.4M0.43%+78013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC84,479$5.4M0.54%+15413F-HRTimeline
RoundAngle Advisors LLC86,573$5.39M5.14%13F-HRTimeline
David J Yvars Group86,262$5.38M3.28%+1,25113F-HRTimeline
Flywheel Private Wealth LLC86,236$5.37M4.94%13F-HRTimeline
Hi-Line Capital Management, LLC85,972$5.36M2.34%new13F-HRTimeline
IHT Wealth Management, LLC85,743$5.34M0.17%-31,43513F-HRTimeline
Cranbrook Wealth Management, LLC85,547$5.33M1.24%-2,84413F-HRTimeline
DOHJ, LLC85,285$5.31M1.23%-2,32413F-HRTimeline
Union Bancaire Privee, UBP SA85,295$5.3M0.09%13F-HR/ATimeline
Sound Stewardship, LLC84,998$5.3M3.15%-99513F-HRTimeline
Convergence Financial, LLC84,744$5.28M1.05%+17,76213F-HRTimeline
Legacy Private Trust Co.84,687$5.28M0.35%-86713F-HRTimeline
PACIFIC FINANCIAL GROUP INC84,416$5.26M3.9%-1,58413F-HRTimeline
Greenfield Savings Bank84,208$5.25M2.52%+1,53413F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC83,953$5.23M4.31%-1,14313F-HRTimeline
Goldstein Advisors, LLC83,692$5.21M0.76%+38713F-HRTimeline
Armbruster Capital Management, Inc.83,649$5.21M1.06%+2,33513F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC83,447$5.2M1.51%13F-HRTimeline
Delta Wealth Advisors LLC82,917$5.17M4.87%-14,85213F-HRTimeline
Sabal Trust CO82,471$5.14M0.3%-6,82813F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC82,381$5.13M2.02%-1,73013F-HRTimeline
Trust Co of the South82,340$5.13M1.04%013F-HRTimeline
JMAC ENTERPRISES LLC81,906$5.1M0.8%+15,80213F-HRTimeline
Perritt Capital Management Inc81,629$5.09M2.64%+48913F-HRTimeline
REBALANCE, LLC81,412$5.07M0.38%-1,81113F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC81,410$5.07M0.15%-1,30013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC81,399$5.07M0.04%+47,38413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management81,347$5.07M0.07%+7,15813F-HRTimelineGroup
SONATA CAPITAL GROUP INC80,333$5.01M2.07%013F-HRTimeline
Leverty Financial Group, LLC79,973$4.98M2.54%-1,40013F-HRTimeline
Venture Visionary Partners LLC79,913$4.98M0.21%+93613F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP79,760$4.97M0.37%+2,97813F-HRTimeline
Wellspring Financial Advisors, LLC1,503,265$4.96M0.52%+12,26713F-HRTimeline
MSH Capital Advisors LLC79,452$4.95M1.56%-34213F-HRTimeline
CRA Financial Services, LLC79,244$4.94M0.85%+74813F-HRTimeline
PFG Private Wealth Management, LLC79,102$4.93M2.81%+91013F-HRTimeline
PFG Advisors79,021$4.92M0.3%-3,15913F-HRTimeline
BSW Wealth Partners78,411$4.89M0.72%-6,24113F-HRTimeline
USAdvisors Wealth Management, LLC78,334$4.88M1.59%-3,82913F-HRTimeline
BIRCHBROOK, INC.78,179$4.87M2.77%+95913F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG78,160$4.87M0.08%013F-HRTimelineGroup
ELLERSON GROUP INC /ADV78,137$4.87M3.55%+3813F-HRTimeline
CVA Family Office, LLC77,756$4.84M0.77%+96513F-HRTimeline
BRIGHTON JONES LLC77,674$4.84M0.14%+3,15513F-HR/ATimeline
Scarborough Advisors, LLC77,591$4.83M0.68%new13F-HRTimeline
Coign Capital Advisors LLC76,889$4.79M4.41%13F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…76,805$4.79M1.72%-3,39513F-HRTimeline
TRUST CO OF OKLAHOMA76,584$4.77M1.53%+1,81413F-HRTimeline
GRIES FINANCIAL LLC76,309$4.75M0.84%-2,43913F-HRTimeline
NEPC LLC74,365$4.63M0.12%+3,67813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC74,316$4.63M0.37%-19413F-HR/ATimeline
Wedmont Private Capital74,799$4.63M0.24%+2,61213F-HRTimeline
Alliance Wealth Management Group73,986$4.61M1.23%+1,82613F-HRTimeline
FC Advisory LLC73,876$4.6M1.54%+76013F-HRTimeline
Sather Financial Group Inc73,836$4.6M0.29%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.73,598$4.59M0.29%+3,70713F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…70,024$4.59M0.26%-2,14313F-HRTimeline
Fairvoy Private Wealth, LLC73,203$4.56M1.21%13F-HRTimeline
Sterling Financial Planning, Inc.72,732$4.53M1.67%+64313F-HRTimeline
Gryphon Financial Partners LLC72,388$4.51M0.65%+3,03013F-HRTimeline
Aprio Wealth Management, LLC72,319$4.51M0.66%+74813F-HRTimeline
Sebold Capital Management, Inc.71,746$4.47M3%-12013F-HRTimeline
Accurate Wealth Management, LLC71,951$4.45M0.85%+14,87213F-HRTimeline
Busey Bank71,354$4.45M0.15%+4,05013F-HRTimeline
Summit Wealth Partners, LLC71,296$4.44M0.91%-2,90613F-HRTimeline
Great Diamond Partners, LLC71,201$4.44M1.15%+31213F-HRTimeline
United Bank71,065$4.43M1.87%+2,28213F-HRTimeline