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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
KWB Wealth24,437$1.52M0.18%-11413F-HRTimeline
Zhang Financial LLC26,016$1.52M0.08%+2,29913F-HRTimeline
Mine & Arao Wealth Creation & Managemen…25,922$1.51M0.74%-2213F-HRTimeline
Tranquilli Financial Advisor LLC25,845$1.51M0.95%+3,37913F-HRTimeline
GGM Financial LLC25,750$1.5M1.03%+3,40613F-HRTimeline
Manhattan West Asset Management, LLC25,714$1.5M0.38%-32613F-HRTimeline
CHAPIN DAVIS, INC.25,698$1.5M0.51%-1,25513F-HRTimeline
Sunbelt Securities, Inc.25,695$1.5M0.13%-2,00813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC25,620$1.49M1.08%+20,71713F-HRTimeline
First Heartland Consultants, Inc.25,530$1.49M0.15%+1,78613F-HRTimeline
SAXON INTERESTS, INC.25,508$1.49M0.7%+2,39213F-HRTimeline
WEALTH EFFECTS LLC25,460$1.49M0.62%-19513F-HRTimeline
Baron Financial Group, LLC25,362$1.48M0.93%-40313F-HRTimeline
Madden Advisory Services, Inc.25,358$1.48M0.69%-7313F-HRTimeline
Simplicity Wealth,LLC25,269$1.47M0.11%+4,43913F-HRTimeline
SilverOak Wealth Management LLC25,136$1.47M0.32%+8,45313F-HRTimeline
Peterson Wealth Advisors, LLC28,017$1.47M0.28%+18,85113F-HRTimeline
626 Financial, LLC25,052$1.46M0.75%-36,12413F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT25,039$1.46M0.11%+1,50113F-HRTimeline
Evensky & Katz LLC25,030$1.46M0.1%-39113F-HRTimeline
K.J. Harrison & Partners Inc24,900$1.45M0.28%+15,80013F-HRTimeline
CORA CAPITAL ADVISORS LLC24,875$1.45M0.7%-35013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC24,837$1.45M0.35%013F-HRTimeline
Reynders McVeigh Capital Management, LLC24,729$1.44M0.08%-7113F-HRTimeline
Arete Wealth Advisors, LLC24,722$1.44M0.11%-74,39613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…24,677$1.44M0.13%-4,36413F-HRTimeline
Alexis Investment Partners, LLC24,665$1.44M0.69%-1,53513F-HRTimeline
Carrera Capital Advisors24,578$1.43M0.32%-4,78513F-HRTimeline
MMBG INVESTMENT ADVISORS CO.24,570$1.43M0.16%+13,98013F-HRTimeline
Bison Wealth, LLC24,628$1.43M0.13%+12,74813F-HRTimeline
Octavia Wealth Advisors, LLC24,428$1.43M0.17%+41613F-HRTimeline
International Private Wealth Advisors L…24,382$1.42M1.36%+88613F-HRTimeline
1900 WEALTH MANAGEMENT LLC24,371$1.42M0.12%-1,36413F-HRTimeline
DUNCKER STREETT & CO INC24,363$1.42M0.28%013F-HRTimeline
Grant/GrossMendelsohn, LLC24,875$1.41M0.79%-2,47513F-HRTimeline
Winthrop Capital Management, LLC24,097$1.41M0.39%-43713F-HRTimeline
Foundations Investment Advisors, LLC24,084$1.41M0.03%-13,06613F-HRTimeline
BEAM WEALTH ADVISORS, INC.24,005$1.4M0.47%+1,39613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.23,986$1.4M0.73%+1,10013F-HRTimeline
Taylor & Morgan Wealth Management, LLC23,826$1.39M1.05%-88513F-HRTimeline
GS Investments, Inc.23,558$1.37M0.65%-30613F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…23,438$1.37M0.33%013F-HRTimeline
Capasso Planning Partners LLC23,325$1.36M0.57%-59313F-HRTimeline
Fortis Group Advisors, LLC23,322$1.36M0.26%-92013F-HRTimeline
Texas Bank & Trust Co23,198$1.35M0.57%-1,73913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC23,120$1.35M0.07%+58413F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC23,072$1.35M0.06%+3,99913F-HRTimelineGroup
PFG Investments, LLC23,069$1.35M0.09%+6,17513F-HRTimeline
TRUST CO OF TOLEDO NA /OH/23,022$1.34M0.18%-45913F-HRTimeline
Pine Valley Investments Ltd Liability Co22,963$1.34M0.09%+1613F-HRTimeline
CGN Advisors LLC22,892$1.34M0.13%+2,33913F-HRTimeline
Pallas Capital Advisors LLC22,849$1.33M0.06%-51513F-HRTimeline
UNITED BANK22,786$1.33M0.17%-4713F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC22,753$1.33M0.32%-144,59513F-HRTimeline
IMA Advisory Services, Inc.22,732$1.33M0.16%+3613F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC22,635$1.32M0.12%013F-HRTimeline
Pacific Point Advisors, LLC22,628$1.32M0.73%+1,42813F-HRTimeline
Dodds Wealth, LLC22,467$1.31M0.43%-1,44513F-HRTimeline
Compound Planning, Inc.22,467$1.31M0.06%-1,83813F-HRTimeline
Pinnacle Financial Group, LLC / IL22,383$1.31M0.47%+1013F-HRTimeline
Clarendon Private LLC22,174$1.29M1.37%+2,98913F-HRTimeline
Coordinated Financial Services, Inc./CO22,115$1.29M0.99%13F-HRTimeline
Texas Capital Bancshares Inc/TX22,111$1.29M0.55%+46513F-HRTimeline
Keystone Financial Group22,051$1.29M0.13%-25913F-HRTimeline
MWA Asset Management22,027$1.29M0.89%-10113F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC22,006$1.28M0.03%new13F-HRTimelineGroup
CWS Financial Advisors, LLC21,989$1.28M0.41%-3613F-HRTimeline
Costello Asset Management, INC21,978$1.28M0.52%-2,03413F-HRTimeline
PBMares Wealth Management LLC21,887$1.28M0.26%+1,70713F-HRTimeline
CULBERTSON A N & CO INC21,869$1.28M0.2%+26413F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC21,862$1.28M0.17%-52113F-HRTimeline
Dana Investment Advisors, Inc.21,848$1.27M0.05%-20013F-HRTimeline
Smith Thornton Advisors LLC21,823$1.27M0.79%-6013F-HRTimeline
BEARING POINT CAPITAL, LLC21,805$1.27M0.27%013F-HRTimeline
Wealthstream Advisors, Inc.21,748$1.27M0.24%-71513F-HRTimeline
Ledyard National Bank21,672$1.26M0.13%+23413F-HRTimeline
Sage Capital Management, LLC21,646$1.26M0.69%+5313F-HRTimeline
Clearwater Capital Advisors, LLC21,641$1.26M0.12%-1,90813F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.21,637$1.26M0.37%+1,84713F-HRTimeline
OARSMAN CAPITAL, INC.21,634$1.26M0.23%-62613F-HRTimeline
Cynosure Group, LLC21,633$1.26M0.17%-46,39713F-HRTimeline
Maxele Advisors, LLC21,592$1.26M1.22%-23813F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC21,488$1.25M0.21%013F-HRTimeline
Tortoise Investment Management, LLC21,485$1.25M0.13%013F-HR/ATimeline
INVICTUS PRIVATE WEALTH, LLC21,464$1.25M0.1%-30213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…21,397$1.25M<0.01%+1,66513F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC21,364$1.25M0.46%-2,32513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC21,349$1.25M0.12%-22813F-HRTimelineGroup
Wealth Management Partners, LLC21,262$1.24M0.57%-813F-HRTimeline
Disciplined Investments, LLC21,155$1.23M0.57%-13813F-HRTimeline
Smartleaf Asset Management LLC21,155$1.23M0.12%+1,46213F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc21,100$1.23M<0.01%+2,30013F-HRTimelineGroup
Shakespeare Wealth Management, LLC21,049$1.23M0.33%-82413F-HRTimeline
MOTIVE WEALTH ADVISORS21,007$1.23M0.66%-2,35213F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC20,851$1.22M0.91%+5,38113F-HRTimeline
Strata Wealth Advisors, LLC20,820$1.21M0.38%+5,20113F-HRTimeline
WATERSHED PRIVATE WEALTH LLC20,767$1.21M0.48%+2,87413F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC20,767$1.21M0.26%+80713F-HRTimeline
Stonebridge Financial Group, LLC20,761$1.21M0.13%+3,14313F-HRTimeline
S.A. Mason LLC20,678$1.21M0.64%+97213F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS20,631$1.2M0.05%+113F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC20,628$1.2M0.04%-10,65213F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT20,627$1.2M0.24%013F-HRTimeline
Triad Wealth Partners, LLC20,578$1.2M0.37%-15,15713F-HRTimeline
SAPIENT CAPITAL LLC20,530$1.2M0.02%+10713F-HRTimeline
Creekside Partners20,474$1.19M0.63%+3213F-HRTimeline
North Berkeley Wealth Management, LLC20,434$1.19M1.24%+1,49913F-HRTimeline
Avantax Planning Partners, Inc.20,293$1.18M0.04%-33213F-HRTimeline
WealthShield Partners, LLC20,248$1.18M0.15%+6,35913F-HRTimeline
Lansing Street Advisors20,189$1.18M0.39%+1513F-HRTimeline
Confluence Wealth Services, Inc.21,168$1.18M0.07%-1,71713F-HRTimeline
PAX Financial Group, LLC20,176$1.18M0.21%+14013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC20,145$1.18M0.6%013F-HRTimeline
Legacy Advisors, LLC19,994$1.17M0.12%-37513F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.19,847$1.16M2.31%+74313F-HRTimeline
Argentarii, LLC19,850$1.16M0.57%+1,87713F-HRTimeline
Allen Capital Group, LLC19,768$1.15M0.13%+29213F-HRTimeline
Ruggaard & Associates LLC19,700$1.15M0.5%-1713F-HRTimeline
Thrive Wealth Management, LLC19,641$1.15M0.22%-76913F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.19,610$1.14M0.66%013F-HRTimeline
SPINNAKER TRUST19,583$1.14M0.07%+46413F-HRTimeline
Pinnacle Family Advisors, LLC19,561$1.14M0.62%+11513F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…19,506$1.14M0.84%-1,82113F-HRTimeline
Cassaday & Co Wealth Management LLC19,380$1.13M0.03%+4,17413F-HRTimeline
NCM Capital Management, LLC19,339$1.13M0.51%013F-HRTimeline
Ameliora Wealth Management Ltd.19,285$1.13M0.42%-1,00713F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD19,212$1.12M1.01%+38313F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding19,809$1.12M+630Timeline
Tempus Wealth Planning, LLC19,050$1.11M0.33%+2,13113F-HRTimeline
CLG LLC18,991$1.11M0.38%-5,13613F-HRTimeline
Fisher Asset Management, LLC18,990$1.11M<0.01%+1,08213F-HRTimeline
Lincoln Capital LLC20,150$1.11M0.23%+38013F-HRTimeline
Fortune Financial Advisors, LLC18,846$1.1M0.95%-29713F-HRTimeline
William Mack & Associates, Inc.18,839$1.1M0.94%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…18,819$1.1M0.18%+2,26913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC18,769$1.1M0.06%+2,25313F-HRTimeline
Compass Ion Advisors, LLC18,761$1.09M0.13%-2,80813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC18,755$1.09M0.11%-1,21513F-HRTimeline
MMA ASSET MANAGEMENT LLC18,733$1.09M0.46%-6513F-HRTimeline
Conservest Capital Advisors, Inc.18,728$1.09M0.11%+4,36213F-HRTimeline
Kera Capital Partners, Inc.18,702$1.09M0.32%+2,54613F-HRTimeline
PIONEER TRUST BANK N A/OR18,700$1.09M0.29%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,520$1.08M0.03%+6,84813F-HRTimeline
Gemmer Asset Management LLC18,513$1.08M0.11%-17713F-HRTimeline
Bernard Wealth Management Corp.18,489$1.08M0.53%-27213F-HRTimeline
Greenwich Wealth Management LLC18,450$1.08M0.08%-2013F-HRTimeline
Johnson & White Wealth Management, LLC18,431$1.07M0.6%+18013F-HRTimeline
Tudor Financial Inc.18,403$1.07M0.64%+1513F-HRTimeline
Princeton Global Asset Management LLC18,319$1.07M0.21%-94913F-HRTimeline
Round Rock Advisors LLC18,279$1.07M0.2%-69013F-HRTimeline
LaSalle St. Investment Advisors, LLC18,277$1.07M0.25%+3,34913F-HRTimeline
Edgemoor Investment Advisors, Inc.18,238$1.06M0.1%-1,12513F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.18,219$1.06M0.22%-8613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…18,180$1.06M0.08%-7413F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC18,160$1.06M0.22%013F-HRTimelineGroup
Basepoint Wealth LLC18,068$1.05M0.82%+2613F-HRTimeline
Empirical Asset Management, LLC18,050$1.05M0.36%-433,88513F-HRTimeline
Allie Family Office LLC18,011$1.05M0.57%+1,24213F-HRTimeline
TSFG, LLC17,970$1.05M0.21%+30813F-HRTimeline
Huntleigh Advisors, Inc.17,942$1.05M0.24%-67813F-HR/ATimeline
Cypress Capital Groupin group Cypress Capital Group17,942$1.05M0.14%-47013F-HRTimelineGroup
Pointe Capital Management LLC17,890$1.04M0.61%-49413F-HRTimeline
GODSEY & GIBB, INC17,869$1.04M0.1%+70013F-HRTimeline
Wealth Quarterback LLC17,839$1.04M0.59%-41,83913F-HRTimeline
Venturi Wealth Management, LLC17,820$1.04M0.05%-1,56013F-HRTimeline
MBA Advisors LLC17,799$1.04M0.51%+2013F-HRTimeline
Ethos Financial Group, LLC17,145$1.04M0.1%013F-HRTimeline
Focus Financial Network, Inc.17,733$1.03M0.04%+2,94513F-HRTimeline
GW&K Investment Management, LLC17,724$1.03M0.01%+3,64413F-HRTimeline
Cornerstone Wealth Group, LLC17,675$1.03M0.09%+31613F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC17,665$1.03M0.28%-25213F-HRTimeline
Northeast Financial Consultants Inc17,653$1.03M0.05%+313F-HRTimeline
Tufton Capital Management17,645$1.03M0.2%+30213F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC17,625$1.03M0.07%-1,10213F-HRTimeline
WILLNER & HELLER, LLC17,569$1.03M0.95%-13713F-HRTimeline
U.S. Capital Wealth Advisors, LLC17,549$1.02M0.03%-1,90913F-HRTimeline
Colorado Capital Management, Inc.17,494$1.02M0.48%+6713F-HRTimeline
Christensen, King & Associates Investme…16,962$1.02M0.48%-45413F-HRTimeline
GDS Wealth Management17,412$1.02M0.09%+1,26113F-HRTimeline
FF Advisors,LLC17,419$1.01M0.58%+2,93413F-HRTimeline
MOTCO17,287$1.01M0.11%+1,76313F-HRTimeline
DAVIDSON INVESTMENT ADVISORS17,155$1M0.05%013F-HRTimeline
GARRISON POINT ADVISORS, LLC17,125$999K0.48%+2,52513F-HRTimeline
Private Wealth Group, LLC17,095$997K0.59%-27,14513F-HRTimeline
Bright Futures Wealth Management, LLC.18,582$996K1.09%-8013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI16,982$991K0.11%-5013F-HRTimeline
WOLFF WIESE MAGANA LLC16,851$983K0.67%+1,79613F-HRTimeline
CERTUITY, LLC16,718$983K0.1%+9,24113F-HRTimeline
INVENIO WEALTH PARTNERS LLC16,785$979K0.41%013F-HRTimeline
Summit X, LLC16,770$979K0.21%-12613F-HRTimeline
Buttonwood Financial Advisors Inc.16,750$977K0.43%-1,80113F-HRTimeline
TFG Advisers LLC16,678$973K0.35%-2813F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.16,670$973K0.83%+12,52013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC16,665$972K0.04%013F-HRTimeline
Washington Trust Advisors, Inc.16,624$970K0.09%-13113F-HRTimeline
APPLETON PARTNERS INC/MA16,627$970K0.07%-25513F-HRTimeline
PSI Advisors, LLC16,585$968K0.31%-7,20913F-HRTimeline
WBH ADVISORY INC16,546$965K0.09%-2,37213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.16,544$965K0.1%+90813F-HRTimeline
High Note Wealth, LLC16,480$962K0.24%-30013F-HRTimeline