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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
Capital Advisors, Ltd. LLC40,575$2.53M0.32%+87813F-HRTimeline
Nikulski Financial, Inc.40,551$2.53M0.74%-66413F-HRTimeline
Good Life Advisors, LLC40,389$2.52M0.18%-93,94113F-HRTimeline
WorthPointe, LLC40,233$2.51M1.04%-79413F-HRTimeline
Bensler, LLC40,119$2.5M0.3%-17013F-HRTimeline
STOCK YARDS BANK & TRUST CO40,032$2.49M0.09%-1,68713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC39,992$2.49M0.04%+2,37713F-HRTimelineGroup
Maple Capital Management, Inc.39,917$2.49M0.18%-2,14813F-HRTimeline
Insight Advisors, LLC/ PA39,824$2.48M0.42%+4,65113F-HRTimeline
NorthLanding Financial Partners, LLC39,653$2.47M2.49%+40613F-HRTimeline
Ballew Advisors, Inc39,579$2.47M1.58%+1,42713F-HRTimeline
GEM Asset Management, LLC39,449$2.46M1.37%+15213F-HRTimeline
KCM INVESTMENT ADVISORS LLC39,375$2.45M0.08%+11713F-HRTimeline
Broadview Financial Management, LLC39,293$2.45M1.75%-51413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.39,112$2.44M0.03%+2,70913F-HRTimeline
Bay Capital Advisors, LLC38,889$2.42M1.95%13F-HRTimeline
1834 INVESTMENT ADVISORS CO38,873$2.42M0.31%-18713F-HRTimeline
CoreFirst Bank & Trust38,595$2.4M1.43%+2,61013F-HRTimeline
ENZI WEALTH36,673$2.4M0.91%-22213F-HRTimeline
Buffington Mohr McNeal38,511$2.4M0.4%-7,91513F-HRTimeline
Gilbert & Cook, Inc.38,305$2.39M0.34%-2,03413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…38,223$2.38M0.13%+1,34413F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC38,175$2.38M0.15%+9,53513F-HRTimeline
MY Wealth Management Inc.38,055$2.37M2.37%013F-HRTimeline
Verdence Capital Advisors LLC38,039$2.37M0.19%-1,17513F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED38,092$2.37M0.22%-37,54213F-HRTimeline
Moors & Cabot, Inc.38,004$2.37M0.11%+4,62413F-HRTimeline
High Net Worth Advisory Group LLC37,986$2.37M0.66%+2,05513F-HRTimeline
Lakeshore Financial Planning, Inc.37,948$2.36M1.01%-16113F-HRTimeline
SpringVest Wealth Management LLC37,941$2.36M2.03%13F-HRTimeline
FAS Wealth Partners, Inc.37,897$2.36M0.2%+18913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…37,840$2.36M0.23%+1,39113F-HRTimelineGroup
Petros Family Wealth, LLC37,825$2.36M2.55%13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC37,780$2.35M<0.01%-104,17313F-HRTimelineGroup
Triton Financial Group Inc37,721$2.35M1.47%-1,14013F-HRTimeline
Antonelli Financial Advisors, LLC37,680$2.35M1.98%13F-HRTimeline
Colony Family Offices, LLC37,573$2.34M0.74%013F-HRTimeline
Clay Northam Wealth Management, LLC37,570$2.34M1.51%+7,97513F-HRTimeline
TD Waterhouse Canada Inc.37,377$2.33M0.02%+1,17813F-HRTimeline
XML Financial, LLC37,285$2.32M0.21%+6,98513F-HRTimeline
Fortitude Family Office, LLC37,276$2.32M0.83%-2,41913F-HRTimeline
Carnegie Investment Counsel37,230$2.32M0.07%-1,45113F-HRTimeline
KPP Advisory Services LLC37,168$2.32M0.55%-6,18813F-HRTimeline
Foundations Investment Advisors, LLC37,150$2.31M0.04%+14,54313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC37,065$2.31M0.08%013F-HRTimeline
Pitti Group Wealth Management, LLC36,943$2.3M2.33%+30,03413F-HRTimeline
LETSON INVESTMENT MANAGEMENT, INC.36,790$2.29M0.93%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC36,684$2.29M0.01%+14,15113F-HRTimelineGroup
Intrua Financial, LLC36,667$2.28M0.37%-2,61913F-HRTimeline
Astoria Strategic Wealth, Inc.36,547$2.28M0.68%+213F-HRTimeline
Amplius Wealth Advisors, LLC36,505$2.27M0.23%+3,14313F-HRTimeline
Gotham Asset Management, LLC36,458$2.27M0.02%-12713F-HRTimeline
AMARA FINANCIAL, LLC.36,264$2.26M2.09%-22713F-HRTimeline
Well Done, LLC36,115$2.25M0.41%013F-HRTimeline
EVERPAR ADVISORS LLC35,978$2.24M1.13%+1,72013F-HRTimeline
waypoint wealth counsel35,972$2.24M1.46%+11613F-HRTimeline
OPINICUS CAPITAL, INC.35,950$2.24M1.88%-78813F-HRTimeline
Washington Trust Bank35,840$2.23M0.21%-37013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Triad Wealth Partners, LLC35,735$2.23M0.8%-61,09413F-HRTimeline
CBIZ Investment Advisory Services, LLC35,644$2.22M0.11%-3,51013F-HRTimeline
Bedel Financial Consulting, Inc.34,144$2.22M0.31%+90913F-HRTimeline
Orion Capital Management LLC35,175$2.19M0.96%-4,58413F-HRTimeline
MONECO ADVISORS, LLC35,081$2.19M0.23%+20,32013F-HR/ATimeline
Higgins & Schmidt Wealth Strategies LLC34,830$2.17M1.35%-9,50313F-HRTimeline
Tepp RIA, LLC34,787$2.17M3.21%13F-HRTimeline
Mullaney, Keating & Wright, Inc.34,700$2.16M1.46%+13,65413F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC34,670$2.16M1.18%-17913F-HRTimeline
Biltmore Family Office, LLC34,649$2.16M0.36%-9,45613F-HRTimeline
Noble Wealth Management PBC34,596$2.16M1.5%13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC34,551$2.15M0.08%+4,80513F-HRTimeline
Baker Avenue Asset Management, LP34,456$2.15M0.07%-2,29913F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC33,590$2.15M0.78%13F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC34,326$2.14M2.17%+93613F-HRTimeline
Taylor Financial Group, Inc.34,107$2.13M1.47%+2,97113F-HRTimeline
MATAURO, LLC34,100$2.12M0.46%13F-HRTimeline
St. Clair Advisors, LLC34,076$2.12M0.61%+3513F-HRTimeline
Roger Wittlin Investment Advisory, LLC33,972$2.12M1.19%+14513F-HRTimeline
Leo Wealth, LLC33,680$2.1M0.19%+1,58413F-HRTimeline
Evelyn Partners Investment Management S…in group Evelyn Partners Group Ltd33,500$2.09M0.36%13F-HRTimelineGroup
Campbell Wealth Management33,297$2.08M0.19%-3113F-HRTimeline
Keeley-Teton Advisors, LLC33,283$2.07M0.24%-4,48013F-HRTimeline
Mechanics Bank Trust Department33,270$2.07M0.28%-53513F-HRTimeline
Wolf Group Capital Advisors7,917$2.07M1%013F-HRTimeline
Black Swift Group, LLC33,180$2.07M0.44%+6,80513F-HRTimeline
National Wealth Management Group, LLC33,101$2.06M1.37%+3,36713F-HRTimeline
Azimuth Capital Investment Management L…33,060$2.06M0.08%-1,50013F-HRTimeline
SeaBridge Investment Advisors LLC33,000$2.06M0.43%013F-HRTimeline
Revolve Wealth Partners, LLC32,853$2.05M0.3%-3113F-HR/ATimeline
TIEMANN INVESTMENT ADVISORS, LLC32,847$2.05M0.91%-1,22013F-HRTimeline
Caprock Group, LLC32,797$2.04M0.07%-12513F-HRTimeline
PHILADELPHIA TRUST CO32,590$2.03M0.15%-1,79513F-HRTimeline
Exchange Bank32,541$2.03M1.63%+54913F-HRTimeline
Capital Management Associates, Inc32,539$2.03M0.76%-3,67013F-HRTimeline
Kohmann Bosshard Financial Services, LLC32,429$2.02M0.24%-2,81013F-HRTimeline
EVOKE WEALTH, LLC32,348$2.02M0.06%+26513F-HRTimeline
BigSur Wealth Management LLC32,250$2.01M0.57%013F-HRTimeline
REGATTA CAPITAL GROUP, LLC32,176$2M0.39%-28413F-HRTimeline
Brown Miller Wealth Management, LLC32,163$2M0.77%+1,63113F-HRTimeline
Brightwater Advisory LLC32,162$2M1.57%-53713F-HRTimeline
Parkside Financial Bank & Trust32,156$2M0.27%+32813F-HRTimeline
SEEDS INVESTOR LLC31,947$1.99M0.57%+7,03313F-HRTimeline
Harbour Capital Advisors, LLC31,605$1.99M0.44%+1,39013F-HRTimeline
Tranquility Partners, LLC31,615$1.98M0.75%-36813F-HRTimeline
RFG Advisory, LLC31,813$1.98M0.06%+18613F-HRTimeline
Oldfather Financial Services, LLC31,811$1.98M0.76%-1,27413F-HRTimeline
GM Advisory Group, LLC31,744$1.98M0.11%+4,34713F-HRTimeline
Tyler-Stone Wealth Management31,601$1.97M0.35%+46413F-HRTimeline
Glassman Wealth Services31,508$1.96M0.33%-1,33613F-HRTimeline
LCNB CORP31,440$1.96M0.71%-80013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC31,428$1.96M<0.01%+17,79913F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC31,280$1.95M0.06%+55113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ROCKLAND TRUST CO31,198$1.94M0.1%-4,39413F-HRTimeline
Coppell Advisory Solutions LLC31,257$1.94M0.27%+2,36013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp31,001$1.93M0.13%+3,54713F-HRTimelineGroup
Corundum Group, Inc.30,990$1.93M0.72%013F-HRTimeline
COWA, LLC30,946$1.93M0.89%-21413F-HRTimeline
Ascent Wealth Partners, LLC30,870$1.92M0.26%+60913F-HRTimeline
Beacon Bank & Trust30,830$1.92M0.45%+1,20013F-HRTimeline
Three Seasons Wealth, LLC30,601$1.91M0.93%-3,28013F-HRTimeline
Darden Wealth Group Inc30,518$1.9M1.28%-18113F-HRTimeline
Park Place Capital Corp30,472$1.9M0.53%-2,15513F-HRTimeline
Aaron Wealth Advisors LLC30,435$1.9M0.22%+3,79913F-HRTimeline
FORTE ASSET MANAGEMENT LLC30,336$1.89M1%-2,85913F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…30,315$1.89M0.38%+60613F-HRTimeline
Ausdal Financial Partners, Inc.30,295$1.89M0.16%+2,64613F-HRTimeline
CAPITAL CITY TRUST CO/FL30,290$1.89M0.47%013F-HRTimeline
Long Run Wealth Advisors, LLC30,290$1.89M0.45%-45813F-HRTimeline
TrinityPoint Wealth, LLC30,277$1.89M0.27%+97413F-HRTimeline
Forefront Wealth Partners, LLC30,096$1.88M1.4%13F-HRTimeline
Objective Capital Management, LLC30,094$1.88M1.25%+85113F-HRTimeline
Newport Capital Group, LLC30,036$1.87M1.38%-70413F-HRTimeline
CWA Asset Management Group, LLC29,957$1.87M0.09%+10,35113F-HRTimeline
Glass Jacobson Investment Advisors llc29,770$1.85M0.61%-31613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ignite Planners, LLC29,454$1.85M0.41%-79313F-HRTimeline
Finward Bancorp29,725$1.85M1.61%13F-HRTimeline
Independent Family Office, LLC29,690$1.85M0.96%+2,92513F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV29,605$1.84M0.42%+1,91713F-HRTimeline
INVESTMENT PARTNERS, LTD.29,598$1.84M0.76%-1,87413F-HRTimeline
Carrera Capital Advisors29,363$1.83M0.43%-5,74313F-HRTimeline
Cordgrass Capital Advisors, LLC29,361$1.83M0.53%+4,28313F-HRTimeline
TFB Advisors LLC29,274$1.82M0.52%+1,37413F-HRTimeline
Financial Partners Group, Inc29,211$1.82M0.27%+97513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…29,041$1.8M0.15%-1,701,06413F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/28,891$1.8M<0.01%-2,35513F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA27,530$1.8M0.09%-30913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC28,884$1.8M0.11%+1,21813F-HRTimeline
Lane & Associates LLC27,688$1.79M0.92%+2,51913F-HRTimeline
Heck Capital Advisors, LLC28,633$1.78M0.2%-1,93213F-HR/ATimeline
ARMSTRONG ADVISORY GROUP, INC28,492$1.78M0.14%+5413F-HRTimeline
Vestmark Advisory Solutions, Inc.28,450$1.77M0.06%+71513F-HRTimeline
Apex Wealth Management, LLC28,422$1.77M1.53%13F-HRTimeline
AFT, FORSYTH & COMPANY, INC.28,162$1.75M0.86%-74513F-HRTimeline
AWM CAPITAL, LLC28,106$1.75M0.21%-413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC27,953$1.74M0.14%+18,44413F-HRTimeline
CADINHA & CO LLC27,925$1.74M0.29%+4513F-HRTimeline
CONDOR CAPITAL MANAGEMENT27,870$1.74M0.15%-1,41213F-HRTimeline
Redwood Wealth Management Group, LLC27,783$1.73M0.84%-62513F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.27,748$1.73M1.17%-33013F-HRTimeline
Sunbelt Securities, Inc.27,703$1.72M0.15%+4,04413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC27,460$1.71M0.07%-68413F-HR/ATimeline
Grant/GrossMendelsohn, LLC27,350$1.7M0.89%+35213F-HRTimeline
Family Firm, Inc.27,214$1.7M0.38%+10513F-HRTimeline
WP Advisors, LLC27,194$1.69M0.56%+11613F-HRTimeline
Cooper Financial Group27,146$1.69M0.2%-98313F-HRTimeline
First County Bank /CT/27,008$1.68M0.94%-48013F-HRTimeline
CHAPIN DAVIS, INC.26,953$1.68M0.55%013F-HRTimeline
CONNORS INVESTOR SERVICES INC26,948$1.68M0.16%+11013F-HRTimeline
VeraBank, N.A.26,770$1.67M0.47%-1,86713F-HRTimeline
NAPATREE CAPITAL LLC26,751$1.67M0.98%+14,65113F-HRTimeline
KG Capital Management26,656$1.66M0.53%+70713F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.26,650$1.66M0.94%-10513F-HRTimeline
One Wealth Advisors, LLC26,588$1.66M0.25%-48313F-HRTimeline
FSC Wealth Advisors, LLC26,547$1.65M1.06%+5,33813F-HRTimeline
NorthRock Partners, LLC26,547$1.65M0.05%-2,60413F-HR/ATimeline
Sunpointe, LLC26,468$1.65M0.83%+7,48113F-HRTimeline
AMARILLO NATIONAL BANK26,466$1.65M0.3%-1,20913F-HRTimeline
Cosner Financial Group, LLC26,455$1.65M1.04%013F-HRTimeline
John W. Brooker & Co., CPAs26,418$1.65M0.71%+1,55613F-HRTimeline
Empirical Asset Management, LLC451,935$1.64M0.55%+434,26313F-HRTimeline
Alexis Investment Partners, LLC26,200$1.63M0.8%13F-HRTimeline
Manhattan West Asset Management, LLC26,040$1.62M0.44%-51413F-HRTimeline
GAMMA Investing LLC25,970$1.62M0.14%-14713F-HRTimeline
Mine & Arao Wealth Creation & Managemen…25,944$1.62M0.74%-14213F-HRTimeline
Rothschild Wealth LLC25,921$1.62M0.47%-49,72913F-HRTimeline
Baron Financial Group, LLC25,765$1.61M1%-69013F-HRTimeline
M Holdings Securities, Inc.25,758$1.6M0.26%new13F-HR/ATimeline
1900 WEALTH MANAGEMENT LLC25,735$1.6M0.13%+5,22813F-HRTimeline
FIDUCIENT ADVISORS LLC25,699$1.6M0.2%+613F-HRTimeline
WEALTH EFFECTS LLC25,655$1.6M0.57%013F-HRTimeline
Madden Advisory Services, Inc.25,431$1.58M0.74%+4313F-HRTimeline
Evensky & Katz LLC25,421$1.58M0.1%-22713F-HRTimeline
Garden State Investment Advisory Servic…25,381$1.58M0.49%+10613F-HRTimeline
CORA CAPITAL ADVISORS LLC25,225$1.57M0.76%+40013F-HRTimeline
Vawter Financial, Ltd.25,223$1.57M0.94%-87713F-HRTimeline
Ameraudi Asset Management, Inc.25,175$1.57M0.87%-113F-HRTimeline
Dodds Wealth, LLC23,912$1.57M0.5%+1,82013F-HRTimeline
Texas Bank & Trust Co24,937$1.55M0.64%13F-HRTimeline
Cornell Pochily Investment Advisors, In…24,867$1.55M0.54%+3,48913F-HRTimeline
ELEMENT POINTE ADVISORS, LLC24,837$1.55M0.36%013F-HRTimeline
Reynders McVeigh Capital Management, LLC24,800$1.54M0.08%013F-HRTimeline