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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
Taylor & Morgan Wealth Management, LLC24,711$1.54M1.08%-2,23913F-HRTimeline
Schneider Downs Wealth Management Advis…24,667$1.54M0.29%+11,21413F-HRTimeline
KWB Wealth24,551$1.53M0.19%-2813F-HRTimeline
Winthrop Capital Management, LLC24,534$1.52M0.41%new13F-HRTimeline
DUNCKER STREETT & CO INC24,363$1.52M0.28%+113F-HRTimeline
Compound Planning, Inc.24,305$1.51M0.08%+6,27613F-HRTimeline
Fortis Group Advisors, LLC24,242$1.51M0.28%+15,50213F-HRTimeline
CLG LLC24,127$1.5M0.54%13F-HRTimeline
Coordinated Financial Services, Inc.24,090$1.5M1.17%13F-HRTimeline
Presidio Capital Management, LLC24,089$1.5M0.8%+6,32613F-HRTimeline
Confluence Wealth Services, Inc.22,885$1.5M0.1%-53513F-HRTimeline
Octavia Wealth Advisors, LLC24,012$1.5M0.18%-1513F-HRTimeline
Costello Asset Management, INC24,012$1.5M0.99%+23,61113F-HRTimeline
Capasso Planning Partners LLC23,918$1.49M0.6%-17,03513F-HRTimeline
GS Investments, Inc.23,864$1.49M0.67%-75013F-HRTimeline
PSI Advisors, LLC23,794$1.48M0.44%-2,89913F-HRTimeline
Donor Advised Charitable Giving, Inc.23,793$1.48M0.03%+5,71813F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC23,777$1.48M0.63%+1,94613F-HRTimeline
First Heartland Consultants, Inc.23,744$1.48M0.15%+4,13213F-HRTimeline
Zhang Financial LLC23,717$1.48M0.08%+1,37913F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC23,695$1.48M0.03%new13F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC23,689$1.48M0.56%-62513F-HRTimeline
Clearwater Capital Advisors, LLC23,549$1.47M0.14%+1,62413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT23,538$1.47M0.11%+1,09913F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC23,518$1.47M0.07%-2,92613F-HRTimeline
International Private Wealth Advisors L…23,496$1.46M1.46%+13,76213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/23,481$1.46M0.19%-7513F-HRTimeline
MFA Wealth Services23,459$1.46M1.17%13F-HRTimeline
NORTH STAR ASSET MANAGEMENT INC23,459$1.46M0.06%+1,35013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…23,438$1.46M0.36%013F-HRTimeline
Pallas Capital Advisors LLC23,364$1.46M0.06%-2913F-HRTimeline
MOTIVE WEALTH ADVISORS23,359$1.46M0.78%-8613F-HRTimeline
Atlas Legacy Advisors, LLC23,208$1.45M0.35%13F-HRTimeline
SAXON INTERESTS, INC.23,116$1.44M0.63%-6,43813F-HRTimeline
Pine Valley Investments Ltd Liability Co22,947$1.43M0.09%+2713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.22,886$1.43M0.74%13F-HRTimeline
UNITED BANK22,833$1.42M0.17%-1,67213F-HRTimeline
Factor Wealth Management LTD22,767$1.42M0.47%13F-HRTimeline
IMA Advisory Services, Inc.22,696$1.41M0.17%+14,67113F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC22,635$1.41M0.12%-4,32513F-HRTimeline
Blankinship & Foster, LLC22,613$1.41M0.35%-46013F-HRTimeline
BEAM WEALTH ADVISORS, INC.22,609$1.41M0.45%-71913F-HRTimeline
Cushing Capital Partners, LLC22,562$1.41M1.35%13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC22,536$1.4M0.07%+5513F-HRTimelineGroup
Ocean Park Asset Management, LLC22,474$1.4M0.05%+12,47013F-HRTimeline
Tranquilli Financial Advisor LLC22,466$1.4M0.89%+18,31813F-HRTimeline
Wealthstream Advisors, Inc.22,463$1.4M0.26%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC22,383$1.39M0.17%+1,60713F-HRTimeline
Pinnacle Financial Group, LLC / IL22,373$1.39M0.55%+1713F-HRTimeline
GGM Financial LLC22,344$1.39M1.48%+57813F-HRTimeline
Keystone Financial Group22,310$1.39M0.14%+38613F-HRTimeline
OARSMAN CAPITAL, INC.22,260$1.39M0.24%-1,62513F-HRTimeline
MWA Asset Management22,128$1.38M0.92%+56613F-HRTimeline
Dana Investment Advisors, Inc.22,048$1.37M0.05%+3613F-HRTimeline
CWS Financial Advisors, LLC22,025$1.37M0.44%+6313F-HRTimeline
Pacific Point Advisors, LLC21,200$1.36M0.83%13F-HRTimeline
Smith Thornton Advisors LLC21,883$1.36M0.86%-30513F-HRTimeline
Shakespeare Wealth Management, LLC21,873$1.36M0.37%+31513F-HRTimeline
Maxele Advisors, LLC21,830$1.36M1.3%13F-HRTimeline
NORTHEAST PLANNING ASSOCIATES, INC. / N…21,813$1.36M1.41%13F-HRTimeline
BEARING POINT CAPITAL, LLC21,805$1.36M0.28%13F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC21,766$1.36M0.1%-713F-HRTimeline
Texas Capital Bancshares Inc/TX21,646$1.35M0.54%+2,01113F-HRTimeline
CULBERTSON A N & CO INC21,605$1.35M0.21%+5013F-HRTimeline
Sage Capital Management, LLC21,593$1.35M0.68%-60913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC21,577$1.34M0.12%-4,14113F-HRTimelineGroup
Compass Ion Advisors, LLC21,569$1.34M0.16%-7313F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC21,488$1.34M0.23%-2013F-HRTimeline
Tortoise Investment Management, LLC21,485$1.34M0.14%-27513F-HR/ATimeline
Ledyard National Bank21,438$1.34M0.13%-15113F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…21,327$1.33M0.94%-4513F-HRTimeline
Disciplined Investments, LLC21,293$1.33M0.65%+18113F-HRTimeline
Wealth Management Partners, LLC21,270$1.33M0.57%+34113F-HRTimeline
Simplicity Wealth,LLC20,830$1.3M0.27%+10,89913F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS20,630$1.29M0.05%+24613F-HRTimelineGroup
CORRECT CAPITAL WEALTH MANAGEMENT20,627$1.29M0.26%013F-HRTimeline
Avantax Planning Partners, Inc.20,625$1.29M0.05%+81713F-HRTimeline
CGN Advisors LLC20,553$1.28M0.12%+57513F-HRTimeline
Creekside Partners20,442$1.27M0.66%-27013F-HRTimeline
SAPIENT CAPITAL LLC20,423$1.27M0.02%+26213F-HRTimeline
Thrive Wealth Management, LLC20,410$1.27M0.23%+56613F-HRTimeline
Patriot Financial Group Insurance Agenc…20,389$1.27M0.17%+3,49713F-HRTimeline
Legacy Advisors, LLC20,369$1.27M0.12%013F-HRTimeline
Ameliora Wealth Management Ltd.20,292$1.26M0.47%new13F-HRTimeline
PBMares Wealth Management LLC20,180$1.26M0.26%+14913F-HRTimeline
Lansing Street Advisors20,174$1.26M0.44%+8213F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC20,145$1.26M0.63%013F-HRTimeline
Empirical Financial Services, LLC d.b.a…20,044$1.25M0.03%+5,93013F-HRTimeline
PAX Financial Group, LLC20,036$1.25M0.22%-18413F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC19,970$1.24M0.13%-78213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC19,960$1.24M0.24%+49713F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP19,820$1.23M0.03%+5,07713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.19,790$1.23M0.37%013F-HRTimeline
Lincoln Capital LLC19,770$1.23M0.26%-9513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…19,732$1.23M<0.01%+3,14213F-HRTimelineGroup
Ruggaard & Associates LLC19,717$1.23M0.54%+10713F-HRTimeline
S.A. Mason LLC19,706$1.23M0.64%013F-HRTimeline
Smartleaf Asset Management LLC19,693$1.22M0.12%+67613F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.19,610$1.22M0.7%-5013F-HRTimeline
Allen Capital Group, LLC19,476$1.21M0.15%-11513F-HRTimeline
U.S. Capital Wealth Advisors, LLC19,458$1.21M0.04%+1,67813F-HRTimeline
Pinnacle Family Advisors, LLC19,446$1.21M0.59%-37513F-HRTimeline
Venturi Wealth Management, LLC19,380$1.21M0.06%+5,13013F-HRTimeline
Edgemoor Investment Advisors, Inc.19,363$1.21M0.11%013F-HRTimeline
NCM Capital Management, LLC19,339$1.21M0.54%+11,41113F-HRTimeline
Bright Futures Wealth Management, LLC.18,662$1.2M1.07%+91313F-HRTimeline
Axis Wealth Partners, LLC19,315$1.2M1.01%13F-HRTimeline
Princeton Global Asset Management LLC19,268$1.2M0.22%+3,39513F-HRTimeline
Clarendon Private LLC19,185$1.2M1.25%13F-HRTimeline
Fortune Financial Advisors, LLC19,143$1.19M1.08%+513F-HRTimeline
Procyon Advisors, LLC19,133$1.19M0.08%+9,92313F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding19,179$1.19M+29Timeline
SPINNAKER TRUST19,119$1.19M0.08%-99113F-HRTimeline
Kathmere Capital Management, LLC19,116$1.19M0.11%new13F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.19,104$1.19M2.36%-96413F-HRTimeline
TWO SIGMA SECURITIES, LLC19,086$1.19M0.22%-81,04513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC19,073$1.19M0.09%-5,59713F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC19,032$1.19M0.47%+12,40013F-HRTimeline
Round Rock Advisors LLC18,969$1.18M0.24%-81013F-HRTimeline
North Berkeley Wealth Management, LLC18,935$1.18M1.2%13F-HRTimeline
WBH ADVISORY INC18,918$1.18M0.11%-29013F-HRTimeline
William Mack & Associates, Inc.18,839$1.17M1.23%13F-HRTimeline
Main Street Financial Solutions, LLC18,832$1.17M0.12%+6,35313F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD18,829$1.17M1.07%13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc18,800$1.17M<0.01%+10,40013F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC18,798$1.17M0.51%-2,60513F-HRTimeline
Bernard Wealth Management Corp.18,761$1.17M0.55%13F-HR/ATimeline
MOGY JOEL R INVESTMENT COUNSEL INC18,727$1.17M0.07%-34313F-HRTimeline
PIONEER TRUST BANK N A/OR18,700$1.17M0.29%013F-HRTimeline
Gemmer Asset Management LLC18,690$1.16M0.11%+1,87913F-HRTimeline
Huntleigh Advisors, Inc.18,620$1.16M0.25%13F-HRTimeline
Buttonwood Financial Advisors Inc.18,551$1.16M0.51%-94913F-HRTimeline
Greenwich Wealth Management LLC18,470$1.15M0.08%+1,52013F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group18,412$1.15M0.14%-3,41713F-HRTimelineGroup
Tudor Financial Inc.18,388$1.15M0.67%+61013F-HRTimeline
Pointe Capital Management LLC18,384$1.15M0.66%+1,45913F-HR/ATimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP18,350$1.14M0.29%+4,41913F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.18,305$1.14M0.25%-1,72513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…18,254$1.14M0.09%+7413F-HRTimeline
Johnson & White Wealth Management, LLC18,251$1.13M0.69%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC18,160$1.13M0.24%013F-HRTimelineGroup
GERBER, LLC18,055$1.13M0.82%-20013F-HRTimeline
Basepoint Wealth LLC18,042$1.12M0.9%+4013F-HRTimeline
Argentarii, LLC17,973$1.12M0.56%13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC17,917$1.12M0.31%013F-HRTimeline
Fisher Asset Management, LLC17,908$1.12M<0.01%+4,49213F-HRTimeline
Savvy Advisors, Inc.17,895$1.12M0.13%+2,22913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC17,893$1.11M0.43%-3,35213F-HRTimeline
MBA Advisors LLC17,779$1.11M0.56%-16413F-HRTimeline
WILLNER & HELLER, LLC17,706$1.1M0.97%+12413F-HRTimeline
TSFG, LLC17,662$1.1M0.23%+713F-HRTimeline
Northeast Financial Consultants Inc17,650$1.1M0.05%-12213F-HRTimeline
Stonebridge Financial Group, LLC17,618$1.1M0.12%13F-HRTimeline
Christensen, King & Associates Investme…17,416$1.1M0.51%+89013F-HRTimeline
Old Port Advisors17,544$1.09M0.31%+2113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC17,532$1.09M0.29%13F-HRTimeline
Colorado Capital Management, Inc.17,427$1.09M0.53%-3,58113F-HRTimeline
Meadow Creek Wealth Advisors LLC17,424$1.09M0.78%+13713F-HRTimeline
Stockman Wealth Management, Inc.17,407$1.08M0.17%+1,30213F-HRTimeline
Cornerstone Wealth Group, LLC17,359$1.08M0.09%+1,68913F-HRTimeline
Tufton Capital Management17,343$1.08M0.2%+20413F-HRTimeline
JMG Financial Group, Ltd.17,268$1.08M0.04%+2,92613F-HRTimeline
GODSEY & GIBB, INC17,169$1.07M0.11%+51513F-HRTimeline
DAVIDSON INVESTMENT ADVISORS17,155$1.07M0.05%new13F-HRTimeline
Ethos Financial Group, LLC17,145$1.07M0.14%+7,31513F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI17,032$1.06M0.11%-43713F-HRTimeline
One Capital Management, LLC16,967$1.06M0.03%-42213F-HRTimeline
Tempus Wealth Planning, LLC16,919$1.05M0.32%+6,87713F-HRTimeline
Summit X, LLC16,896$1.05M0.23%+58413F-HRTimeline
PFG Investments, LLC16,894$1.05M0.07%+96313F-HRTimeline
APPLETON PARTNERS INC/MA16,882$1.05M0.08%-14013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd16,816$1.05M0.09%new13F-HRTimelineGroup
INVENIO WEALTH PARTNERS LLC16,785$1.05M0.44%-20013F-HRTimeline
High Note Wealth, LLC16,780$1.05M0.27%013F-HRTimeline
Stenger Family Office, LLC16,779$1.05M0.36%13F-HRTimeline
Allie Family Office LLC16,769$1.04M0.58%013F-HRTimeline
Washington Trust Advisors, Inc.16,755$1.04M0.09%+16213F-HRTimeline
TFG Advisers LLC16,706$1.04M0.37%-11213F-HRTimeline
SilverOak Wealth Management LLC16,683$1.04M0.22%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC16,665$1.04M0.05%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…16,550$1.03M0.21%+1,37213F-HRTimeline
Aveo Capital Partners, LLC16,546$1.03M0.11%+3,07413F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC16,516$1.03M0.06%-1,72813F-HRTimeline
SIGNATUREFD, LLC16,494$1.03M0.02%+12313F-HRTimeline
Hollow Brook Wealth Management LLC16,455$1.03M0.31%013F-HRTimeline
Daner Wealth Management, LLC15,700$1.02M0.75%13F-HRTimeline
Sageworth Trust Co16,432$1.02M0.06%013F-HRTimeline
Evanson Asset Management, LLC16,424$1.02M0.07%+11413F-HRTimeline
Weaver Consulting Group16,369$1.02M0.31%+28713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…16,293$1.02M0.03%+13313F-HRTimelineGroup
TRAPHAGEN INVESTMENT ADVISORS LLC16,175$1.01M0.1%-7913F-HRTimeline
Kera Capital Partners, Inc.16,156$1.01M0.29%13F-HRTimeline
GDS Wealth Management16,151$1.01M0.09%+2,05913F-HRTimeline
Clearstead Trust, LLC16,101$1M0.22%+1,12113F-HRTimeline
Arax Advisory Partners16,079$1M0.06%+15,52813F-HRTimeline
Marshall Financial Group, LLC16,007$997K0.24%-24213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC15,991$996K0.26%+79113F-HR/ATimeline
Financial Synergies Wealth Advisors, In…15,910$991K0.12%-1,49113F-HRTimeline
Talon Private Wealth, LLC15,862$988K0.21%+32713F-HR/ATimeline
Philip James Wealth Mangement, LLC15,821$986K0.13%+1,18113F-HRTimeline