Skip to content

IJH ISHARES TR

Follow

COM (fund)

2,431 managers (2,457 13F filers) reported a position in IJH shares at 2025-09-30, 1,211,203,515 shares in all. 95 filers opened a position and 72 filers sold out during the quarter.

Managers
2,431
13F filers
2,457
New
95
Added
985
Reduced
967
Sold out
72
Shares held by filers
1,211,203,515

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Ascent Wealth Partners, LLC39,246$2.56M0.3%+90413F-HRTimeline
Capital Advisors, Ltd. LLC39,148$2.56M0.29%-2613F-HRTimeline
Consolidated Portfolio Review Corp38,950$2.54M0.32%-6,58613F-HRTimeline
CAMDEN NATIONAL BANK38,953$2.54M0.36%-65513F-HRTimeline
Parkside Financial Bank & Trust38,776$2.53M0.2%+2,79313F-HRTimeline
WASHBURN CAPITAL MANAGEMENT, INC.38,690$2.52M1.41%new13F-HRTimeline
WorthPointe, LLC38,645$2.52M0.95%+55913F-HRTimeline
Fairman Group, LLC38,391$2.51M2.02%-5,81313F-HRTimeline
MACROVIEW INVESTMENT MANAGEMENT LLC38,338$2.5M1.88%-33813F-HRTimeline
Apexium Financial, LP38,287$2.5M0.12%-3,38213F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC38,200$2.49M<0.01%-4,50013F-HRTimelineGroup
NICOLET BANKSHARES INCgroup of 2 filers holding38,219$2.49M+12,000Timeline
Gilbert & Cook, Inc.38,047$2.48M0.32%+1913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…38,035$2.48M0.22%-2013F-HRTimelineGroup
LYELL WEALTH MANAGEMENT, LP37,660$2.46M0.18%-2,42513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp37,429$2.44M0.11%-22,40613F-HRTimelineGroup
GeoWealth Management, LLC37,331$2.44M0.09%+30,83413F-HRTimeline
MY Wealth Management Inc.37,267$2.43M2.13%-76513F-HRTimeline
OPINICUS CAPITAL, INC.37,031$2.42M1.67%-47513F-HRTimeline
Factorial Partners, LLC37,000$2.41M1.66%new13F-HRTimeline
Lakeshore Financial Planning, Inc.36,984$2.41M0.9%-25513F-HRTimeline
FAS Wealth Partners, Inc.36,862$2.41M0.16%+57513F-HRTimeline
TFB Advisors LLC36,901$2.4M0.7%+5,28213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC36,771$2.4M0.01%+4,36113F-HRTimelineGroup
Forefront Wealth Partners, LLC36,644$2.39M0.6%+6,02813F-HRTimeline
Towerpoint Wealth, LLC36,570$2.39M0.98%-1,09613F-HRTimeline
Astoria Strategic Wealth, Inc.36,569$2.39M0.6%-20013F-HRTimeline
Fisher Asset Management, LLC36,467$2.38M<0.01%+16,57813F-HRTimeline
Bensler, LLC36,385$2.37M0.25%-98413F-HRTimeline
Mullaney, Keating & Wright, Inc.36,185$2.36M1.31%+75913F-HRTimeline
ERn Financial, LLC36,067$2.35M0.46%-3,67613F-HRTimeline
Rockwood Wealth Management, LLC35,900$2.34M0.19%-6,68813F-HRTimeline
ENZI WEALTH36,292$2.34M0.82%-17113F-HRTimeline
Gotham Asset Management, LLC35,714$2.33M0.01%+50413F-HRTimeline
GAMMA Investing LLC35,693$2.33M0.13%+2,81313F-HRTimeline
Broadview Financial Management, LLC35,665$2.33M1.57%-2813F-HRTimeline
Clear Creek Financial Management, LLC35,655$2.33M0.2%+18,87313F-HRTimeline
Sherman Asset Management, Inc.35,646$2.33M2.01%013F-HRTimeline
Antonelli Financial Advisors, LLC35,578$2.32M1.58%+16813F-HRTimeline
STOCK YARDS BANK & TRUST CO35,513$2.32M0.07%+51613F-HRTimeline
Coastal Bridge Advisors, LLC35,496$2.32M0.18%+73713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.35,389$2.31M0.03%-9,98613F-HRTimeline
Washington Trust Bank35,210$2.3M0.17%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fourth Dimension Wealth, LLC35,192$2.3M0.88%+1,65213F-HRTimeline
GM Advisory Group, LLC35,048$2.29M0.1%+70813F-HRTimeline
Inlight Wealth Management, LLC34,747$2.27M1.07%+9,31513F-HRTimeline
Corsicana & Co.34,574$2.26M1.27%13F-HRTimeline
Weinberger Asset Management, Inc34,551$2.25M0.82%-4,48713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC34,497$2.25M0.86%+1,56013F-HRTimeline
Nikulski Financial, Inc.34,477$2.25M0.57%-2,50113F-HRTimeline
Higgins & Schmidt Wealth Strategies LLC34,475$2.25M1.14%-3213F-HRTimeline
Cosner Financial Group, LLC34,384$2.24M1.21%+3,13113F-HRTimeline
KOM Wealth Management Group, LLC34,347$2.24M1.69%+81713F-HRTimeline
Roger Wittlin Investment Advisory, LLC34,282$2.24M1.24%+11013F-HRTimeline
Baker Avenue Asset Management, LP34,041$2.22M0.05%-1,43713F-HRTimeline
Trinity Financial Advisors LLC34,016$2.22M0.64%-1,30713F-HRTimeline
Bedel Financial Consulting, Inc.34,002$2.22M0.28%-513F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC33,995$2.22M1.08%-23013F-HRTimeline
TD Waterhouse Canada Inc.33,310$2.21M0.01%-14,49113F-HRTimeline
Second Line Capital, LLC33,925$2.21M0.46%-34813F-HRTimeline
Biltmore Family Office, LLC33,839$2.21M0.31%-3013F-HRTimeline
Fort Point Capital Partners LLC33,742$2.2M0.28%-7,59713F-HRTimeline
Continuum Advisory, LLC33,619$2.19M0.23%-7,39613F-HRTimeline
Maple Capital Management, Inc.33,577$2.19M0.14%-2,84313F-HRTimeline
HBK Sorce Advisory LLC33,357$2.17M0.05%-10,07513F-HR/ATimeline
Tranquility Partners, LLC33,218$2.17M0.73%+1,16413F-HRTimeline
Financial Management Professionals, Inc.33,198$2.17M0.23%+32,99813F-HRTimeline
WFA of San Diego, LLC33,086$2.16M1.47%+22913F-HRTimeline
BRADY FAMILY WEALTH, LLC33,005$2.15M0.67%-5,17613F-HRTimeline
FIDUCIENT ADVISORS LLC32,988$2.15M0.25%+14813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC32,981$2.15M0.36%+38613F-HRTimeline
Oldfather Financial Services, LLC32,826$2.14M0.67%-10813F-HRTimeline
Advyzon Investment Management, LLC32,795$2.14M0.37%+20,15013F-HRTimeline
Exchange Bank32,665$2.13M1.48%+30713F-HRTimeline
PHILADELPHIA TRUST CO32,590$2.13M0.15%013F-HRTimeline
SpringVest Wealth Management LLC32,582$2.13M1.56%-25913F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding32,466$2.12M+2,329Timeline
Rialto Wealth Management, LLC32,420$2.12M0.55%-10,33213F-HRTimeline
Revolve Wealth Partners, LLC32,414$2.12M0.25%-7913F-HRTimeline
Kohmann Bosshard Financial Services, LLC32,340$2.11M0.22%013F-HRTimeline
CBIZ Investment Advisory Services, LLC32,318$2.11M0.08%-8013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC32,299$2.11M0.07%-5,29513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC32,219$2.1M0.04%+5,05413F-HRTimelineGroup
Dale Q Rice Investment Management Ltd32,266$2.1M1.48%-67713F-HRTimeline
St. Clair Advisors, LLC32,159$2.1M0.56%-57613F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV32,033$2.1M0.4%013F-HRTimeline
Cordgrass Capital Advisors, LLC32,117$2.1M0.52%-5613F-HRTimeline
Factor Wealth Management LTD32,073$2.09M0.52%+2,88313F-HRTimeline
CONNORS INVESTOR SERVICES INC32,069$2.09M0.18%-1,49013F-HRTimeline
BigSur Wealth Management LLC31,750$2.07M0.51%-50013F-HRTimeline
Kathmere Capital Management, LLC31,573$2.06M0.15%+60513F-HRTimeline
Patriot Financial Group Insurance Agenc…31,522$2.06M0.26%-46,65713F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.31,452$2.05M1.18%+1,50013F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…31,413$2.05M1.19%+32113F-HRTimeline
LCNB CORP31,355$2.05M0.72%-2,50013F-HRTimeline
Sageworth Trust Co31,211$2.04M0.09%-13,71413F-HRTimeline
Sunpointe, LLC31,139$2.03M0.73%+1,92413F-HRTimeline
First Heartland Consultants, Inc.31,076$2.03M0.16%+2,42013F-HRTimeline
Azimuth Capital Investment Management L…31,060$2.03M0.07%-2,00013F-HRTimeline
MATAURO, LLC31,021$2.02M0.32%-1,58713F-HRTimeline
Harbour Capital Advisors, LLC30,975$2.02M0.41%-1,39913F-HRTimeline
CAPITAL CITY TRUST CO/FL30,915$2.02M0.49%013F-HRTimeline
Beacon Bank & Trust30,830$2.01M0.43%013F-HRTimeline
Sunbelt Securities, Inc.30,812$2.01M0.14%+3,10913F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC30,754$2.01M0.12%+2,76013F-HRTimeline
Independent Advisor Alliance30,705$2M0.05%+2,16013F-HRTimeline
Moors & Cabot, Inc.30,700$2M0.09%-36913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC30,619$2M0.07%+4,12613F-HRTimeline
Glass Jacobson Investment Advisors llc30,602$2M0.72%+2,54813F-HRTimeline
Leo Wealth, LLC30,487$1.99M0.26%-2,67513F-HRTimeline
INVESTMENT ADVISORY SERVICES INC /TX /A…30,475$1.99M0.63%-1,65513F-HRTimeline
Glassman Wealth Services30,371$1.98M0.28%+113F-HRTimeline
Corundum Group, Inc.30,295$1.98M0.81%-88513F-HRTimeline
AWM CAPITAL, LLC29,976$1.96M0.18%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC29,934$1.95M2.62%-14,35813F-HRTimeline
Smartleaf Asset Management LLC29,934$1.95M0.12%-3,63813F-HRTimeline
Ignite Planners, LLC29,748$1.94M0.32%-85013F-HRTimeline
Apex Wealth Management, LLC29,682$1.94M1.38%+9513F-HRTimeline
TRUST POINT INC.29,664$1.94M0.16%+9413F-HRTimeline
MONECO ADVISORS, LLC29,625$1.93M0.16%+8013F-HRTimeline
Financial Partners Group, Inc29,601$1.93M0.24%-3713F-HRTimeline
Noble Wealth Management PBC29,446$1.92M1.02%13F-HRTimeline
Darden Wealth Group Inc29,390$1.92M1%+75913F-HRTimeline
Mechanics Bank Trust Department29,355$1.92M0.27%-49013F-HRTimeline
Newport Capital Group, LLC29,315$1.91M1.2%+213F-HRTimeline
Landing Point Financial Group, LLC29,170$1.9M0.99%-143,11813F-HRTimeline
Amplius Wealth Advisors, LLC29,043$1.9M0.16%-13,87613F-HRTimeline
Citizens Business Bank28,994$1.89M0.32%-2513F-HRTimeline
INVESTMENT PARTNERS, LTD.28,965$1.89M0.67%+3813F-HRTimeline
Finward Bancorp28,861$1.88M1.43%-43913F-HRTimeline
REGATTA CAPITAL GROUP, LLC28,854$1.88M0.3%-13613F-HRTimeline
Orion Capital Management LLC28,830$1.88M0.66%-1,10013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA28,755$1.88M0.08%+72513F-HRTimeline
waypoint wealth counsel28,671$1.87M0.74%-3813F-HRTimeline
Zhang Financial LLC28,612$1.87M0.08%+44813F-HRTimeline
CWA Asset Management Group, LLC28,571$1.86M0.07%-1,56613F-HRTimeline
GW&K Investment Management, LLC28,514$1.86M0.02%+5,31513F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC28,420$1.85M0.47%-3,28113F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…28,369$1.85M0.36%-30713F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …28,285$1.85M0.01%-3,07013F-HRTimelineGroup
K.J. Harrison & Partners Inc28,000$1.84M0.26%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.28,080$1.83M0.88%+3413F-HRTimeline
Redwood Wealth Management Group, LLC27,733$1.81M0.77%013F-HRTimeline
1834 INVESTMENT ADVISORS CO27,727$1.81M0.22%-11,16213F-HRTimeline
MFA Wealth Services27,581$1.8M1.24%+16913F-HRTimeline
Clarendon Private LLC27,542$1.8M1.63%+1,32613F-HRTimeline
U.S. Capital Wealth Advisors, LLC27,481$1.79M0.05%+1,16113F-HRTimeline
WP Advisors, LLC27,443$1.79M0.46%+8813F-HRTimeline
Vise Technologies, Inc.27,413$1.79M0.07%+11,98813F-HRTimeline
TBH Global Asset Management, LLC27,382$1.79M0.35%new13F-HRTimeline
CHAPIN DAVIS, INC.27,378$1.79M0.44%+1,53913F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC27,216$1.78M0.07%+71313F-HRTimeline
Vawter Financial, Ltd.27,091$1.77M0.8%new13F-HR/ATimeline
GGM Financial LLC26,981$1.76M0.89%+50713F-HRTimeline
Peterson Wealth Advisors, LLC26,971$1.76M0.26%-1,71113F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.26,883$1.75M0.86%+21813F-HRTimeline
Maridea Wealth Management LLC26,828$1.75M0.27%-12,42713F-HRTimeline
ENDEAVOR PRIVATE WEALTH, INC.26,793$1.75M0.54%+23,47313F-HRTimeline
Cooper Financial Group26,712$1.74M0.19%+1,68313F-HRTimeline
Three Seasons Wealth, LLC26,624$1.74M0.17%-19413F-HRTimeline
AMARILLO NATIONAL BANK26,586$1.74M0.31%-10413F-HRTimeline
Empirical Financial Services, LLC d.b.a…26,539$1.73M0.03%-31813F-HRTimeline
FORTE ASSET MANAGEMENT LLC26,495$1.73M0.83%-1,35313F-HRTimeline
CONDOR CAPITAL MANAGEMENT26,453$1.73M0.14%+80713F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC26,276$1.71M0.53%-4,20813F-HRTimeline
Valpey Financial Services, LLC26,161$1.71M1.12%-39413F-HRTimeline
Mine & Arao Wealth Creation & Managemen…26,156$1.71M0.69%+5313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co26,151$1.71M0.1%-86113F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT26,023$1.7M0.11%+11413F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC26,018$1.7M0.11%-20313F-HRTimeline
VeraBank, N.A.26,017$1.7M0.32%-1,30013F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC25,964$1.69M0.29%+2,11013F-HRTimeline
Blankinship & Foster, LLC25,937$1.69M0.37%-50513F-HRTimeline
Tortoise Investment Management, LLC25,934$1.69M0.15%+4,81913F-HRTimeline
Capital Management Associates, Inc25,877$1.69M0.46%-913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC25,827$1.69M0.06%-46413F-HRTimelineGroup
Venturi Wealth Management, LLC25,800$1.68M0.08%+7,53713F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC25,683$1.68M0.02%-124,09713F-HR/ATimelineGroup
Aaron Wealth Advisors LLC25,615$1.67M0.1%+313F-HRTimeline
SevenBridge Financial Group, LLC25,453$1.67M0.28%-5,05413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC25,509$1.66M0.99%+90013F-HRTimeline
WEALTHSPAN PARTNERS, LLC25,414$1.66M0.64%-21,56313F-HRTimeline
ELEMENT POINTE ADVISORS, LLC25,407$1.66M0.35%+57013F-HRTimeline
KG Capital Management25,361$1.66M0.45%-1,04813F-HRTimeline
CADINHA & CO LLC25,265$1.65M0.22%-13513F-HRTimeline
Simplicity Wealth,LLC25,020$1.63M0.09%-4,68213F-HRTimeline
CORA CAPITAL ADVISORS LLC25,015$1.63M0.69%+18013F-HRTimeline
Rothschild Wealth LLC25,011$1.63M0.36%-1,13513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC24,966$1.63M0.11%-2,61813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/24,916$1.63M<0.01%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC24,900$1.62M0.11%+6,63013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.24,893$1.62M0.7%-1,29313F-HRTimeline
American Wealth Advisors, LLC24,816$1.62M1.6%13F-HRTimeline
Traynor Capital Management, Inc.24,774$1.62M0.09%+7,31713F-HRTimeline
Huntleigh Advisors, Inc.24,736$1.61M0.28%+7113F-HRTimeline
Heck Capital Advisors, LLC24,730$1.61M0.12%-1,44913F-HRTimeline
Baron Financial Group, LLC24,632$1.61M0.88%-21013F-HRTimeline
One Wealth Advisors, LLC24,629$1.61M0.2%-38613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.24,570$1.6M0.14%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/24,463$1.6M0.16%+3,05513F-HRTimeline