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Disclosery

IJH ISHARES TR

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COM (fund)

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
Forum Private Client Group LLC70,790$4.41M1.96%-1,62613F-HRTimeline
Dale Q Rice Investment Management Ltd70,700$4.41M1.94%13F-HRTimeline
Hilltop National Bank70,697$4.41M1.32%+9,57613F-HRTimeline
Rossby Financial, LCC70,281$4.38M2.78%13F-HRTimeline
ProVise Management Group, LLC70,220$4.38M0.38%-7,57713F-HRTimeline
VESTOR CAPITAL, LLC70,177$4.37M0.33%+97413F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding69,999$4.36M+4,259Timeline
Diversify Advisory Services, LLCgroup of 2 filers holding69,983$4.33M+8,497Timeline
Smith Anglin Financial, LLC69,338$4.32M0.41%+36713F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP69,225$4.31M0.14%+1,18613F-HRTimeline
Maridea Wealth Management LLC69,012$4.3M1.39%13F-HRTimeline
Foundry Financial Group, Inc.68,713$4.28M2.65%-3313F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…68,588$4.27M4.51%+36713F-HRTimeline
United Community Bankin group United Community Bank68,507$4.27M1.66%-14013F-HRTimelineGroup
River Wealth Advisors LLC68,484$4.27M0.57%-53913F-HRTimeline
Beirne Wealth Consulting Services, LLC68,290$4.26M1.53%+53213F-HRTimeline
Benchmark Financial Wealth Advisors, LLC68,282$4.25M1.36%-69613F-HRTimeline
Cynosure Group, LLC68,030$4.24M0.63%-12813F-HRTimeline
WCG Wealth Advisors LLC67,914$4.23M0.28%-2,21013F-HRTimeline
Crew Capital Management, Ltd67,881$4.23M3.5%+42,51713F-HRTimeline
COZAD ASSET MANAGEMENT INC67,611$4.21M0.39%+2,79613F-HRTimeline
Inman Jager Wealth Management, LLC67,610$4.21M3.28%13F-HRTimeline
RDA Financial Network67,308$4.19M1.22%+1,25913F-HRTimeline
Welch & Forbes LLC67,275$4.19M0.05%-40013F-HRTimeline
PAYDEN & RYGEL67,053$4.18M0.36%+25713F-HRTimeline
Ellevest, Inc.66,950$4.17M0.24%-3,43613F-HRTimeline
Merkkuri Wealth Advisors LLC66,907$4.17M3.3%+20,94213F-HRTimeline
Walkner Condon Financial Advisors LLC66,837$4.16M0.85%+8213F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC66,609$4.15M0.3%+3,43813F-HRTimeline
HTG Investment Advisors, Inc.66,591$4.15M1.9%-1,50913F-HRTimeline
NOVEM GROUP66,584$4.15M0.62%13F-HRTimeline
Newman Dignan & Sheerar, Inc.66,566$4.15M1.06%+92413F-HRTimeline
Vertex Planning Partners, LLC66,549$4.15M0.91%+61,67813F-HRTimeline
CENTRAL BANK & TRUST CO66,230$4.13M0.62%-513F-HRTimeline
IEQ CAPITAL, LLC66,185$4.12M0.04%+17,71013F-HRTimeline
LifeSteps Financial, Inc.66,107$4.12M3.16%-81813F-HRTimeline
TOWNSQUARE CAPITAL LLC66,092$4.12M0.05%+4,45313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.66,087$4.12M0.29%+24513F-HRTimelineGroup
AA Financial Advisors, LLC65,915$4.11M1.1%+2,09613F-HRTimeline
Moloney Securities Asset Management, LLC65,910$4.11M0.55%+4,84213F-HRTimeline
Parisi Gray Wealth Management65,829$4.1M1.3%+37113F-HRTimeline
Landmark Wealth Management, LLC65,635$4.09M1.81%-2,44213F-HRTimeline
Verus Financial Partners, Inc.65,764$4.07M0.46%-1,10413F-HRTimeline
Breakwater Capital Group65,268$4.07M0.81%-1,45913F-HRTimeline
Kaydan Wealth Management, Inc.65,025$4.05M1.35%+5,52513F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.65,000$4.05M0.02%+55,00013F-HRTimelineGroup
ETF Store, Inc.64,994$4.05M5.02%-29,29813F-HRTimeline
Palisade Asset Management, LLC64,948$4.05M0.41%+3,09813F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…64,825$4.04M0.55%013F-HRTimelineGroup
ASPIRIANT, LLC64,652$4.03M0.15%-1,05413F-HRTimeline
Fortress Financial Solutions, LLC64,587$4.02M5.74%13F-HRTimeline
Bryn Mawr Trust Advisors, LLC64,570$4.02M0.22%+13,06213F-HR/ATimeline
Willis Johnson & Associates, Inc.64,447$4.02M0.31%-99513F-HRTimeline
Greykasell Wealth Strategies, Inc.64,224$4M2.22%13F-HRTimeline
SOA Wealth Advisors, LLC.64,219$4M0.74%-2,15013F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC64,017$3.99M0.3%+26,48513F-HRTimeline
Quantinno Capital Management LP63,961$3.99M0.04%+38,37513F-HRTimeline
MOLLER WEALTH PARTNERS63,854$3.98M1.05%-2,77013F-HRTimeline
Callan Capital, LLC63,829$3.98M0.29%013F-HRTimeline
Keel Point, LLC63,590$3.96M0.32%+10,98513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC63,565$3.96M0.52%+1,73213F-HRTimeline
Variant Private Wealth, LLC63,519$3.96M3.77%13F-HRTimeline
Sowell Financial Services LLC63,449$3.95M0.21%-33,30413F-HRTimeline
Alhambra Investment Management LLC63,395$3.95M2.03%+3,14513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC63,141$3.93M2.95%+1,33313F-HRTimeline
Joel Isaacson & Co., LLC62,925$3.92M0.18%+3,88213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…62,802$3.91M0.05%-12213F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC62,766$3.91M0.37%+3,33313F-HRTimeline
Southeast Asset Advisors, LLC62,732$3.91M0.48%new13F-HRTimeline
MidAtlantic Capital Management, Inc.62,377$3.89M2.85%+99113F-HRTimeline
Arcadia Wealth Management, LLC62,359$3.89M1.97%+21,67513F-HRTimeline
BALANCED WEALTH GROUP LLC59,761$3.86M1.73%-2,17513F-HRTimeline
Element Wealth, LLC61,675$3.84M2.01%+61013F-HRTimeline
Nilsine Partners, LLC61,388$3.83M0.41%+1,04313F-HRTimeline
Forza Wealth Management, LLC61,197$3.81M1.74%+3,32413F-HRTimeline
626 Financial, LLC61,176$3.81M2.06%-36,99613F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …60,553$3.77M0.54%13F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD60,305$3.76M0.02%-4513F-HRTimelineGroup
SYNTAX RESEARCH, INC.60,042$3.74M2.68%-2,27413F-HRTimeline
Investment Advisory Group, LLC59,762$3.72M1.25%+8,99313F-HRTimeline
HEADINVEST, LLC59,755$3.72M0.7%-1,24513F-HRTimeline
Wealth Quarterback LLC59,678$3.72M1.75%-50,18013F-HRTimeline
HM PAYSON & CO59,300$3.69M0.06%+4,17513F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT58,926$3.67M0.06%+45813F-HRTimeline
Jaffetilchin Investment Partners, LLC58,893$3.67M0.27%-8013F-HRTimeline
SENTINEL TRUST CO LBA58,595$3.65M0.42%+6,10013F-HRTimeline
FARMERS TRUST CO58,537$3.65M0.68%-38013F-HRTimeline
Geneos Wealth Management Inc.58,481$3.64M0.13%+1,65613F-HRTimeline
Hirtle & Co., LLC58,451$3.64M0.15%+80013F-HRTimeline
McGlone Suttner Wealth Management, Inc.58,450$3.64M0.61%+8,33713F-HRTimeline
Perennial Investment Advisors, LLC58,327$3.63M0.43%-3,65713F-HRTimeline
Old North State Trust, LLC58,204$3.63M2.31%+30,09813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.57,974$3.61M1.8%-30213F-HRTimeline
WEALTHSPAN PARTNERS, LLC57,953$3.61M1.72%-6613F-HRTimeline
Sachetta, LLC56,921$3.55M1.4%+1,62013F-HRTimeline
HighMark Wealth Management LLC56,889$3.54M2.04%-13,42313F-HRTimeline
Astra Wealth Partners LLC56,711$3.53M3.33%13F-HRTimeline
Allegheny Financial Group56,607$3.53M0.91%+8,21213F-HRTimeline
Empower Advisory Group, LLC56,583$3.53M0.01%+2,46013F-HRTimeline
IFC Advisors LLC56,357$3.51M0.77%13F-HRTimeline
AE Wealth Management LLC56,338$3.51M0.03%-4,19213F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…56,306$3.51M0.03%+10,22813F-HRTimelineGroup
Trinity Financial Advisors LLC56,230$3.49M1.33%-32,67513F-HRTimeline
WEALTH ALLIANCE, LLC56,068$3.49M0.42%+46013F-HRTimeline
Next Capital Management LLC55,967$3.49M1.43%+2,17513F-HRTimeline
Bleakley Financial Group, LLC55,760$3.47M0.1%-5,72113F-HRTimeline
Counterweight Ventures, LLC54,755$3.41M2.41%+2413F-HRTimeline
ALTFEST L J & CO INC54,616$3.4M0.43%+50,28513F-HRTimeline
Kopp Family Office, LLC54,463$3.39M2.15%+53,89813F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …54,361$3.39M0.73%+9913F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp54,267$3.38M0.21%-4,40813F-HRTimelineGroup
BOSTON FAMILY OFFICE LLC54,206$3.38M0.23%+16013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…53,667$3.34M1.34%+46,49713F-HRTimeline
Essential Planning, LLC.51,897$3.33M0.02%new13F-HRTimeline
New England Private Wealth Advisors LLC53,336$3.32M0.53%+55813F-HRTimeline
Private Portfolio Partners LLC53,277$3.32M0.61%+33513F-HRTimeline
Grey Fox Wealth Advisors, LLC53,042$3.31M0.91%+14813F-HRTimeline
Joel Adams & Associates, Inc.52,661$3.28M2.98%13F-HRTimeline
Claro Advisors Inc.52,361$3.26M0.44%+2,22513F-HRTimeline
XY Planning Network, Inc.52,128$3.25M2.44%13F-HRTimeline
KICKSTAND VENTURES, LLC.51,918$3.24M0.83%-3,77413F-HRTimeline
Crumly & Associates Inc.51,744$3.22M0.88%-1,49913F-HRTimeline
CAMDEN NATIONAL BANK51,725$3.22M0.48%-1,02013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bowman & Co S.C.51,537$3.21M1.66%+2,61013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd51,525$3.21M0.06%new13F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\51,443$3.21M<0.01%-6,78913F-HR/ATimelineGroup
C2C Wealth Management, LLC51,410$3.2M2.97%013F-HRTimeline
360 Financial, Inc.51,251$3.19M1.16%+2,89113F-HRTimeline
Stelac Advisory Services LLC51,185$3.19M1.24%+14,14513F-HRTimeline
ForthRight Wealth Management, LLC51,079$3.18M1.06%-1,56913F-HRTimeline
Financial Strategies Group, Inc.51,422$3.18M0.76%-1,00513F-HRTimeline
Royal Harbor Partners, LLC50,527$3.15M1.19%new13F-HRTimeline
Quadcap Wealth Management, LLC50,471$3.14M0.46%-3,60913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP50,391$3.14M0.07%+6,81713F-HRTimeline
Wealth Group Ltd50,327$3.14M0.91%-1,92013F-HRTimeline
Cadence Bank50,306$3.13M0.21%-1,10413F-HRTimeline
Strategic Blueprint, LLC50,197$3.13M0.19%+1,13513F-HRTimeline
Laird Norton Wetherby Wealth Management…49,959$3.11M0.15%013F-HRTimeline
Fairman Group, LLC49,558$3.09M2.54%+2,80813F-HRTimeline
Golden State Wealth Management, LLC49,429$3.08M0.46%13F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC49,184$3.06M0.74%-55413F-HR/ATimeline
GW HENSSLER & ASSOCIATES LTD49,003$3.05M0.18%013F-HRTimeline
OAKWORTH CAPITAL, INC.48,928$3.05M0.21%+16,22013F-HRTimeline
Bank of New Hampshire48,872$3.05M0.78%+7213F-HRTimeline
Patten Group, Inc.48,794$3.04M0.67%+1,51413F-HRTimeline
LYELL WEALTH MANAGEMENT, LP48,785$3.04M0.27%+1013F-HRTimeline
Estate Counselors, LLC48,337$3.01M0.32%+5,04213F-HRTimeline
General Partner, Inc.48,296$3.01M1.81%013F-HRTimeline
Trivium Point Advisory, LLC48,136$3M0.38%+28,62913F-HRTimeline
Birchcreek Wealth Management, LLC47,730$2.97M1.87%+1,42913F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.47,528$2.96M0.4%+38,65513F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV47,112$2.94M1.07%-28913F-HRTimeline
Heritage Wealth Management, Inc./Texas46,879$2.92M1.72%-1,98013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC46,762$2.91M1.36%-1,17113F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC45,985$2.87M1.84%-12,27013F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…45,874$2.86M1.01%+4,41313F-HRTimeline
WEDBUSH SECURITIES INC45,610$2.84M0.1%+1,66713F-HRTimeline
Betterment LLC45,318$2.82M0.01%+5,34013F-HRTimeline
DELTA FINANCIAL ADVISORS LLC45,306$2.82M1.05%+2,71713F-HRTimeline
Qube Research & Technologies Ltd45,238$2.82M<0.01%-24,18513F-HRTimeline
Continuum Advisory, LLC45,055$2.81M0.36%+23113F-HRTimeline
SWP FINANCIAL LLC44,993$2.8M1.69%-109,82413F-HRTimeline
HBK Sorce Advisory LLC44,656$2.78M0.08%+49813F-HRTimeline
Apexium Financial, LP44,529$2.77M0.17%+2913F-HRTimeline
Gainplan LLC44,527$2.77M1.05%+4,45513F-HRTimeline
Willow Creek Wealth Management Inc.44,449$2.77M0.28%+3,63813F-HRTimeline
Koshinski Asset Management, Inc.44,326$2.76M0.25%-1,92013F-HRTimeline
Private Wealth Group, LLC44,240$2.76M1.35%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.44,033$2.74M0.31%-45913F-HRTimeline
Advus Financial Partners, LLC44,029$2.74M1.17%-4,79013F-HR/ATimeline
Missouri Trust & Investment Co43,940$2.74M0.96%+5,40013F-HRTimeline
Congress Park Capital LLC43,930$2.74M0.99%+1,04313F-HRTimeline
SigFig Wealth Management, LLC43,868$2.73M0.1%-1,67713F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC43,620$2.72M3.5%-60913F-HRTimeline
Fulton Bank, N.A.43,579$2.72M0.1%+7,35113F-HRTimeline
Premier Path Wealth Partners, LLC43,243$2.69M0.41%+28113F-HRTimeline
Novak & Powell Financial Services, Inc.43,162$2.69M1.6%+9513F-HRTimeline
Private Capital Management, LLC43,150$2.69M0.29%+1,23413F-HRTimeline
SevenBridge Financial Group, LLC42,040$2.68M0.51%-2,36813F-HRTimeline
Summit Investment Advisory Services, LLC43,035$2.68M1.38%-38213F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC42,946$2.68M0.02%+2,28013F-HRTimeline
Greystone Financial Group, LLC42,844$2.67M0.46%+5,92913F-HRTimeline
Headlands Technologies LLC42,813$2.67M0.27%+42,57613F-HRTimeline
FLC Capital Advisors42,807$2.67M0.61%-3,28813F-HRTimeline
Rialto Wealth Management, LLC42,408$2.64M0.87%13F-HRTimeline
VISTA INVESTMENT MANAGEMENT42,235$2.63M1%-51513F-HRTimeline
ERn Financial, LLC42,177$2.63M0.39%-22713F-HRTimeline
Sherman Asset Management, Inc.42,025$2.62M2.4%13F-HRTimeline
Consolidated Portfolio Review Corp41,827$2.61M0.41%+2,45113F-HRTimeline
Embree Financial Group41,744$2.6M0.44%+613F-HRTimeline
Rockwood Wealth Management, LLC41,766$2.6M0.28%+5,78813F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP41,663$2.6M1.75%13F-HRTimelineGroup
Spectrum Asset Management, Inc. (NB/CA)41,481$2.58M1.16%+76513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …41,244$2.57M0.21%+31,46113F-HR/ATimeline
Diversified Portfolios, Inc.40,950$2.55M0.28%-17013F-HRTimeline
BRADY FAMILY WEALTH, LLC40,756$2.54M0.78%-1,37513F-HRTimeline
RIK SAYLOR FINANCIAL, INC.40,734$2.54M2.35%13F-HRTimeline
Providence Capital Advisors, LLC40,675$2.53M0.51%-1,75513F-HRTimeline
Center for Financial Planning, Inc.40,662$2.53M0.34%+17613F-HRTimeline
Weinberger Asset Management, Inc40,607$2.53M1.06%-94613F-HRTimeline