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Disclosery

IJH ISHARES TR

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COM (fund)

2,401 managers (2,429 13F filers) reported a position in IJH shares at 2025-03-31, 1,212,851,607 shares in all. 91 filers opened a position and 123 filers sold out during the quarter.

Managers
2,401
13F filers
2,429
New
91
Added
1,123
Reduced
858
Sold out
123
Shares held by filers
1,212,851,607

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
SECURIAN ASSET MANAGEMENT, INC71,810$4.19M0.13%-9,60013F-HRTimeline
Sterling Financial Planning, Inc.71,761$4.19M1.52%-97113F-HRTimeline
Gryphon Financial Partners LLC71,609$4.18M0.6%-77913F-HRTimeline
Summit Wealth Partners, LLC71,450$4.17M0.85%+15413F-HRTimeline
Hirtle & Co., LLC71,447$4.17M0.16%+12,99613F-HRTimeline
Allegheny Financial Group71,369$4.16M1.07%+14,76213F-HRTimeline
Patriot Financial Group Insurance Agenc…71,338$4.16M0.56%+50,94913F-HRTimeline
Investment Advisory Group, LLC71,316$4.16M1.39%+11,55413F-HRTimeline
Smith Anglin Financial, LLC71,290$4.16M0.44%+1,95213F-HRTimeline
CVA Family Office, LLC71,288$4.16M0.64%-6,46813F-HRTimeline
Aprio Wealth Management, LLC70,909$4.14M0.52%-1,41013F-HRTimeline
Sebold Capital Management, Inc.70,793$4.13M2.72%-95313F-HRTimeline
USAdvisors Wealth Management, LLC70,207$4.1M1.43%-8,12713F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP70,030$4.09M0.14%+80513F-HRTimeline
Parisi Gray Wealth Management69,982$4.08M1.33%+4,15313F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding71,486$4.08M+1,503Timeline
Vertex Planning Partners, LLC69,752$4.07M0.89%+3,20313F-HRTimeline
Rossby Financial, LCC71,842$4.07M1.76%+1,56113F-HRTimeline
Jaffetilchin Investment Partners, LLC69,650$4.06M0.29%+10,75713F-HRTimeline
Forum Private Client Group LLC69,607$4.06M1.76%-1,18313F-HRTimeline
Wellspring Financial Advisors, LLC1,291,522$4.05M0.45%-211,74313F-HRTimeline
TUDOR INVESTMENT CORP ET AL69,183$4.04M0.04%new13F-HRTimeline
Palisade Asset Management, LLC69,043$4.03M0.41%+4,09513F-HRTimeline
Blake Schutter Theil Wealth Advisors, L…68,873$4.02M4.57%+28513F-HRTimeline
NOVEM GROUP68,787$4.01M0.57%+2,20313F-HRTimeline
Beirne Wealth Consulting Services, LLC68,759$4.01M1.43%+46913F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE68,711$4.01M0.74%13F-HRTimeline
Kaydan Wealth Management, Inc.68,700$4.01M1.29%+3,67513F-HRTimeline
Merkkuri Wealth Advisors LLC68,431$3.99M3.42%+1,52413F-HRTimeline
COZAD ASSET MANAGEMENT INC68,374$3.99M0.4%+76313F-HRTimeline
Dale Q Rice Investment Management Ltd68,262$3.98M2.06%-2,43813F-HRTimeline
Newman Dignan & Sheerar, Inc.68,126$3.98M1.08%+1,56013F-HR/ATimeline
Moloney Securities Asset Management, LLC68,035$3.97M0.54%+2,12513F-HRTimeline
ASPIRIANT, LLC67,878$3.96M0.14%+3,22613F-HRTimeline
River Wealth Advisors LLC67,753$3.95M0.55%-73113F-HRTimeline
ProVise Management Group, LLC67,597$3.94M0.33%-2,62313F-HRTimeline
PAYDEN & RYGEL67,527$3.94M0.34%+47413F-HRTimeline
United Community Bankin group United Community Bank67,217$3.92M1.46%-1,29013F-HRTimelineGroup
RDA Financial Network67,200$3.92M1.17%-10813F-HRTimeline
Greykasell Wealth Strategies, Inc.66,621$3.89M2.07%+2,39713F-HRTimeline
LifeSteps Financial, Inc.66,276$3.87M3.14%+16913F-HRTimeline
PFG Private Wealth Management, LLC66,193$3.86M2.09%-12,90913F-HRTimeline
Breakwater Capital Group65,966$3.85M0.69%+69813F-HRTimeline
Atlas Legacy Advisors, LLC65,785$3.84M0.98%+42,57713F-HRTimeline
CENTRAL BANK & TRUST CO65,739$3.84M0.64%-49113F-HRTimeline
Keel Point, LLC65,638$3.83M0.3%+2,04813F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.65,502$3.82M0.28%-58513F-HRTimelineGroup
HTG Investment Advisors, Inc.65,373$3.81M1.59%-1,21813F-HRTimeline
Inman Jager Wealth Management, LLC65,351$3.81M2.86%-2,25913F-HRTimeline
Welch & Forbes LLC65,254$3.81M0.05%-2,02113F-HRTimeline
Willis Johnson & Associates, Inc.65,061$3.8M0.29%+61413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…64,825$3.78M0.61%013F-HRTimelineGroup
SYNTAX RESEARCH, INC.64,619$3.77M2.6%+4,57713F-HRTimeline
Next Capital Management LLC64,521$3.76M1.81%+8,55413F-HRTimeline
ELLERSON GROUP INC /ADV64,412$3.76M2.99%-13,72513F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC64,404$3.76M2.85%+1,26313F-HRTimeline
Fortress Financial Solutions, LLC64,296$3.75M5.43%-29113F-HRTimeline
SOA Wealth Advisors, LLC.63,905$3.73M0.78%-31413F-HRTimeline
MOLLER WEALTH PARTNERS63,854$3.73M0.92%013F-HRTimeline
Callan Capital, LLC63,829$3.72M0.28%013F-HRTimeline
Bleakley Financial Group, LLC63,767$3.72M0.12%+8,00713F-HRTimeline
Gotham Asset Management, LLC63,683$3.72M0.03%+27,22513F-HRTimeline
MidAtlantic Capital Management, Inc.63,482$3.7M2.91%+1,10513F-HRTimeline
ETF Store, Inc.63,404$3.7M4.54%-1,59013F-HRTimeline
Alhambra Investment Management LLC63,156$3.69M1.9%-23913F-HRTimeline
AA Financial Advisors, LLC63,129$3.68M0.9%-2,78613F-HRTimeline
Symphony Financial, Ltd. Co.62,615$3.65M2.16%-183,16513F-HRTimeline
Variant Private Wealth, LLC62,334$3.64M3.9%-1,18513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC62,282$3.63M0.35%-48413F-HRTimeline
Old North State Trust, LLC58,204$3.63M2.31%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp62,095$3.62M0.17%+31,09413F-HRTimelineGroup
Sowell Financial Services LLC61,322$3.58M0.16%-2,12713F-HRTimeline
Forza Wealth Management, LLC61,047$3.56M1.6%-15013F-HRTimeline
Element Wealth, LLC60,621$3.54M1.9%-1,05413F-HRTimeline
McGlone Suttner Wealth Management, Inc.60,381$3.52M0.58%+1,93113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC60,150$3.51M<0.01%+28,72213F-HRTimelineGroup
Joel Isaacson & Co., LLC59,758$3.49M0.16%-3,16713F-HRTimeline
Verus Financial Partners, Inc.63,328$3.48M0.4%-2,43613F-HRTimeline
Intrua Financial, LLC59,530$3.47M0.54%+22,86313F-HRTimeline
Nilsine Partners, LLC59,418$3.47M0.38%-1,97013F-HRTimeline
Sachetta, LLC59,204$3.45M1.42%+2,28313F-HRTimeline
HEADINVEST, LLC59,056$3.45M0.67%-69913F-HRTimeline
Ellevest, Inc.58,976$3.44M0.23%-7,97413F-HRTimeline
AE Wealth Management LLC58,818$3.43M0.03%+2,48013F-HRTimeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…58,704$3.43M0.03%+2,39813F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …58,115$3.39M0.49%-2,43813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…57,873$3.38M0.05%-4,92913F-HRTimelineGroup
High Net Worth Advisory Group LLC57,766$3.37M0.95%+19,78013F-HRTimeline
TD Waterhouse Canada Inc.57,210$3.35M0.03%+19,83313F-HRTimeline
Astra Wealth Partners LLC57,299$3.34M3.19%+58813F-HRTimeline
WEALTH ALLIANCE, LLC57,188$3.34M0.4%+1,12013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC56,989$3.33M1.26%-11,29313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.56,986$3.33M1.68%-98813F-HRTimeline
Grey Fox Wealth Advisors, LLC56,957$3.32M0.89%+3,91513F-HRTimeline
HighMark Wealth Management LLC56,909$3.32M1.96%+2013F-HRTimeline
WEALTHSPAN PARTNERS, LLC56,688$3.31M1.53%-1,26513F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD56,630$3.3M0.02%-3,67513F-HRTimelineGroup
KPP Advisory Services LLC56,563$3.3M0.63%+19,39513F-HRTimeline
IFC Advisors LLC56,357$3.29M0.69%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT56,218$3.28M0.06%-2,70813F-HRTimeline
Kopp Family Office, LLC56,113$3.27M2.26%+1,65013F-HRTimeline
Fosun International Ltd56,100$3.27M0.92%new13F-HRTimeline
Keeley-Teton Advisors, LLC55,789$3.26M0.39%+22,50613F-HRTimeline
Bryn Mawr Trust Advisors, LLC55,743$3.25M0.2%-8,82713F-HRTimeline
Axis Wealth Partners, LLC55,485$3.24M2.39%+36,17013F-HRTimeline
HM PAYSON & CO55,455$3.24M0.06%-3,84513F-HRTimeline
Counterweight Ventures, LLC55,381$3.23M2.32%+62613F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …54,909$3.2M0.66%+54813F-HRTimeline
360 Financial, Inc.54,645$3.19M1.16%+3,39413F-HRTimeline
BOSTON FAMILY OFFICE LLC54,584$3.19M0.23%+37813F-HRTimeline
FARMERS TRUST CO54,442$3.18M0.6%-4,09513F-HRTimeline
Perennial Investment Advisors, LLC54,098$3.16M0.36%-4,22913F-HRTimeline
Joel Adams & Associates, Inc.53,962$3.15M2.83%+1,30113F-HRTimeline
Birchcreek Wealth Management, LLC53,705$3.13M1.98%+5,97513F-HRTimeline
BALANCED WEALTH GROUP LLC53,580$3.13M1.51%-6,18113F-HRTimeline
KICKSTAND VENTURES, LLC.52,608$3.07M0.79%+69013F-HRTimeline
Financial Strategies Group, Inc.55,761$3.07M0.73%+4,33913F-HRTimeline
Fairman Group, LLC47,584$3.05M2.8%-1,97413F-HRTimeline
Trinity Financial Advisors LLC54,850$3.05M1.1%-1,38013F-HR/ATimeline
C2C Wealth Management, LLC51,731$3.02M2.83%+32113F-HRTimeline
Strategic Blueprint, LLC51,106$2.98M0.16%+90913F-HRTimeline
Fortitude Family Office, LLC51,072$2.98M1.07%+13,79613F-HRTimeline
Empower Advisory Group, LLC51,054$2.98M0.01%-5,52913F-HRTimeline
ForthRight Wealth Management, LLC51,039$2.98M1%-4013F-HRTimeline
Crumly & Associates Inc.50,760$2.96M0.82%-98413F-HRTimeline
Claro Advisors Inc.50,722$2.96M0.4%-1,63913F-HRTimeline
Bowman & Co S.C.50,515$2.95M1.45%-1,02213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC50,074$2.92M0.27%-13,94313F-HR/ATimeline
Quadcap Wealth Management, LLC49,756$2.9M0.42%-71513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\49,630$2.9M<0.01%-1,81313F-HRTimelineGroup
Center for Financial Planning, Inc.49,402$2.88M0.37%+8,74013F-HRTimeline
Insight Advisors, LLC/ PA49,324$2.88M0.5%+9,50013F-HRTimeline
Golden State Wealth Management, LLC49,232$2.87M0.43%-19713F-HR/ATimeline
OAKWORTH CAPITAL, INC.49,184$2.87M0.2%+25613F-HRTimeline
Stelac Advisory Services LLC49,052$2.86M1.18%-2,13313F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC48,743$2.84M0.7%-44113F-HR/ATimeline
Bank of New Hampshire48,301$2.82M0.74%-57113F-HRTimeline
General Partner, Inc.48,296$2.82M1.84%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV48,035$2.8M1.08%+92313F-HRTimeline
Capital Management Associates, Inc47,902$2.8M0.63%+15,36313F-HRTimeline
WEDBUSH SECURITIES INC47,690$2.78M0.1%+2,08013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.47,548$2.77M0.38%+2013F-HRTimeline
Bay Capital Advisors, LLC47,528$2.77M2.31%+8,63913F-HRTimeline
Patten Group, Inc.47,468$2.77M0.63%-1,32613F-HRTimeline
CAMDEN NATIONAL BANK47,167$2.75M0.41%-4,55813F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …47,101$2.75M0.65%+38,55613F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp46,796$2.73M0.18%-7,47113F-HRTimelineGroup
Wealth Group Ltd46,765$2.73M0.8%-3,56213F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…46,721$2.73M0.99%+84713F-HRTimeline
Union Bancaire Privee, UBP SA46,795$2.72M0.05%-38,50013F-HRTimeline
Garden State Investment Advisory Servic…46,661$2.72M0.87%+21,28013F-HRTimeline
Betterment LLC46,612$2.72M0.01%+1,29413F-HRTimeline
NorthRock Partners, LLC46,588$2.72M0.09%+20,04113F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC46,189$2.7M1.26%-57313F-HRTimeline
Client First Capital LLC46,101$2.69M1.38%-70,42013F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC45,985$2.68M1.75%013F-HRTimeline
AMES NATIONAL CORPin group AMES NATIONAL CORP45,906$2.68M1.8%+4,24313F-HRTimelineGroup
FLC Capital Advisors45,530$2.66M0.6%+2,72313F-HRTimeline
Richard W. Paul & Associates, LLC45,398$2.65M1.04%+44,46813F-HRTimeline
Providence Capital Advisors, LLC45,380$2.65M0.55%+4,70513F-HRTimeline
Rockwood Wealth Management, LLC45,358$2.65M0.27%+3,59213F-HRTimeline
DELTA FINANCIAL ADVISORS LLC45,307$2.64M0.99%+113F-HRTimeline
Procyon Advisors, LLC45,114$2.63M0.16%+25,98113F-HRTimeline
New England Private Wealth Advisors LLC45,015$2.63M0.41%-8,32113F-HRTimeline
SigFig Wealth Management, LLC45,038$2.62M0.09%+1,17013F-HRTimeline
Embree Financial Group44,840$2.62M0.44%+3,09613F-HRTimeline
Curat Global, LLC44,655$2.61M3.18%13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC44,638$2.6M3.48%+1,01813F-HRTimeline
SWP FINANCIAL LLC44,415$2.59M1.58%-57813F-HRTimeline
Premier Path Wealth Partners, LLC44,404$2.59M0.4%+1,16113F-HRTimeline
Apexium Financial, LP44,398$2.59M0.15%-13113F-HRTimeline
Steigerwald, Gordon & Koch Inc.44,290$2.58M0.29%+25713F-HRTimeline
HBK Sorce Advisory LLC44,279$2.58M0.08%-37713F-HRTimeline
Cadence Bank44,242$2.58M0.18%-6,06413F-HRTimeline
Maridea Wealth Management LLC44,051$2.57M0.84%-24,96113F-HRTimeline
Consolidated Portfolio Review Corp44,005$2.57M0.41%+2,17813F-HRTimeline
Congress Park Capital LLC43,882$2.56M0.97%-4813F-HRTimeline
Private Capital Management, LLC43,829$2.56M0.29%+67913F-HRTimeline
Willow Creek Wealth Management Inc.43,817$2.56M0.25%-63213F-HRTimeline
Carnegie Investment Counsel47,448$2.56M0.06%+10,21813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …43,555$2.55M0.2%+2,31113F-HRTimeline
Fulton Bank, N.A.43,777$2.55M0.1%+19813F-HRTimeline
Armstrong, Fleming & Moore, Inc43,689$2.55M3.09%new13F-HRTimeline
Missouri Trust & Investment Co43,640$2.55M0.89%-30013F-HRTimeline
Advus Financial Partners, LLC43,635$2.55M1.09%-39413F-HR/ATimeline
Continuum Advisory, LLC43,379$2.53M0.33%-1,67613F-HRTimeline
Heritage Wealth Management, Inc./Texas43,279$2.53M1.46%-3,60013F-HRTimeline
GW HENSSLER & ASSOCIATES LTD43,266$2.52M0.14%-5,73713F-HR/ATimeline
Koshinski Asset Management, Inc.43,245$2.52M0.21%-1,08113F-HRTimeline
KOM Wealth Management Group, LLC42,878$2.5M2.18%-97,23813F-HRTimeline
VISTA INVESTMENT MANAGEMENT42,870$2.5M0.98%+63513F-HRTimeline
LYELL WEALTH MANAGEMENT, LP42,785$2.5M0.23%-6,00013F-HRTimeline
Cushing Capital Partners, LLC42,693$2.49M2.24%+20,13113F-HRTimeline
Rialto Wealth Management, LLC42,659$2.49M0.78%+25113F-HRTimeline
Gainplan LLC42,115$2.46M1.6%-2,41213F-HRTimeline
CoreFirst Bank & Trust42,060$2.45M1.58%+3,46513F-HRTimeline
AlphaCore Capital LLC41,975$2.45M0.21%new13F-HRTimeline
EVERPAR ADVISORS LLC41,767$2.44M1.29%+5,78913F-HRTimeline
Caprock Group, LLC41,763$2.44M0.07%+8,96613F-HRTimeline
Summit Investment Advisory Services, LLC41,747$2.44M1.19%-1,28813F-HRTimeline