Skip to content
Disclosery

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
Main Street Financial Solutions, LLC24,344$1.59M0.1%+5,58813F-HRTimeline
First County Bank /CT/24,328$1.59M0.81%+3013F-HRTimeline
SAXON INTERESTS, INC.24,363$1.59M0.62%-1,14513F-HRTimeline
DUNCKER STREETT & CO INC24,317$1.59M0.28%-17013F-HRTimeline
Madden Advisory Services, Inc.24,285$1.58M0.61%-1,20013F-HRTimeline
CGN Advisors LLC24,112$1.57M0.13%+1,21713F-HRTimeline
Texas Bank & Trust Co24,102$1.57M0.59%+7413F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…24,040$1.57M<0.01%+12,28413F-HRTimelineGroup
SilverOak Wealth Management LLC23,984$1.57M0.26%+67913F-HRTimeline
21 West Wealth Management LLC23,936$1.56M1.48%-25613F-HRTimeline
TRED AVON FAMILY WEALTH, LLC23,711$1.55M0.53%13F-HRTimeline
Procyon Advisors, LLC23,595$1.54M0.09%+15,66613F-HRTimeline
Taylor & Morgan Wealth Management, LLC23,490$1.53M0.94%+113F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC23,365$1.52M1%+12913F-HRTimeline
Stonebridge Financial Group, LLC23,350$1.52M0.13%+1,94213F-HRTimeline
SAPIENT CAPITAL LLC23,292$1.52M0.02%+54013F-HRTimeline
Reynders McVeigh Capital Management, LLC23,250$1.52M0.07%-25013F-HRTimeline
CULBERTSON A N & CO INC23,244$1.52M0.21%013F-HRTimeline
International Private Wealth Advisors L…23,230$1.52M0.95%-12613F-HRTimeline
Octavia Wealth Advisors, LLC23,220$1.52M0.15%-70713F-HRTimeline
Manhattan West Asset Management, LLC23,051$1.5M0.32%-1,66813F-HRTimeline
Pine Valley Investments Ltd Liability Co22,781$1.49M0.08%-1,41113F-HRTimeline
Compound Planning, Inc.22,743$1.48M0.05%+5013F-HRTimeline
ORG Partners LLC23,838$1.48M0.27%-5,71813F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC22,694$1.48M0.16%+35413F-HRTimeline
Evensky & Katz LLC22,504$1.47M0.09%-1,99213F-HRTimeline
Schneider Downs Wealth Management Advis…22,437$1.46M0.17%-8813F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC22,382$1.46M0.09%-67613F-HRTimelineGroup
MARCO INVESTMENT MANAGEMENT LLC22,365$1.46M0.11%-27013F-HRTimeline
Argentarii, LLC22,328$1.46M0.58%+1,20713F-HRTimeline
GS Investments, Inc.22,250$1.45M0.72%+16013F-HRTimeline
Tepp RIA, LLC22,245$1.45M1.65%-1,19713F-HRTimeline
IMA Advisory Services, Inc.22,216$1.45M0.15%+4013F-HRTimeline
Maxele Advisors, LLC22,215$1.45M1.25%+32713F-HRTimeline
Pacific Point Advisors, LLC22,196$1.45M0.84%013F-HRTimeline
626 Financial, LLC22,194$1.45M0.64%-34913F-HRTimeline
ARQ WEALTH ADVISORS, LLC22,160$1.45M0.43%+79613F-HRTimeline
SPINNAKER TRUST22,148$1.45M0.08%+6513F-HRTimeline
WEALTH EFFECTS LLC22,095$1.44M0.46%013F-HRTimeline
Pinnacle Financial Group, LLC / IL21,997$1.44M0.43%-14313F-HRTimeline
Dodds Wealth, LLC21,987$1.43M0.36%-20613F-HRTimeline
Donor Advised Charitable Giving, Inc.21,980$1.43M0.03%-7,77913F-HRTimeline
MONEYWISE, INC.21,941$1.43M0.65%-65613F-HRTimeline
CWS Financial Advisors, LLC21,924$1.43M0.4%-11213F-HRTimeline
Independent Family Office, LLC21,890$1.43M0.6%-7,80013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT21,878$1.43M0.03%-813F-HRTimeline
Avantax Planning Partners, Inc.21,838$1.43M0.04%+1,83713F-HRTimeline
BEARING POINT CAPITAL, LLC21,805$1.42M0.24%013F-HRTimeline
MWA Asset Management21,737$1.42M0.78%+6513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC21,713$1.42M0.12%-5013F-HRTimelineGroup
Fortis Group Advisors, LLC21,807$1.42M0.24%-20413F-HRTimeline
Keystone Financial Group21,653$1.41M0.11%-47113F-HR/ATimeline
Confluence Wealth Services, Inc.21,618$1.41M0.07%-13013F-HRTimeline
Arete Wealth Advisors, LLC21,608$1.41M0.09%+2,87513F-HRTimeline
BASSO CAPITAL MANAGEMENT, L.P.21,592$1.41M0.94%+2,82513F-HRTimeline
Smith Thornton Advisors LLC21,568$1.41M0.74%013F-HRTimeline
Foundations Investment Advisors, LLC21,559$1.41M0.02%+85713F-HRTimeline
BCS Private Wealth Management, Inc.21,550$1.41M0.5%+4,51013F-HRTimeline
Dana Investment Advisors, Inc.21,453$1.4M0.04%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC21,346$1.39M0.01%-3,73013F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC21,345$1.39M0.59%+1,40013F-HRTimeline
Ocean Park Asset Management, LLC21,290$1.39M0.06%new13F-HRTimeline
Clearwater Capital Advisors, LLC21,249$1.39M0.12%-63213F-HRTimeline
KAVAR CAPITAL PARTNERS GROUP, LLC21,227$1.39M0.18%-8713F-HRTimeline
Lincoln Capital LLC21,015$1.38M0.26%+94313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC21,125$1.38M0.05%-31613F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC21,079$1.38M1.05%+23013F-HRTimeline
Fusion Family Wealth, LLC21,016$1.37M0.1%-613F-HRTimeline
Ledyard National Bank20,979$1.37M0.12%+72613F-HRTimeline
Shakespeare Wealth Management, LLC20,941$1.37M0.31%-2413F-HRTimeline
MOTIVE WEALTH ADVISORS20,785$1.36M0.58%013F-HRTimeline
LPWM LLC20,716$1.35M0.36%+6,43713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.20,708$1.35M0.35%-2,34713F-HRTimeline
S.A. Mason LLC20,628$1.35M0.59%013F-HRTimeline
Creekside Partners20,548$1.34M0.59%+3813F-HRTimeline
INVICTUS PRIVATE WEALTH, LLC20,539$1.34M0.08%-1113F-HRTimeline
Stenger Family Office, LLC20,203$1.34M0.27%-7113F-HRTimeline
FIRST MANHATTAN CO. LLC.20,465$1.34M<0.01%+55213F-HRTimeline
MMA ASSET MANAGEMENT LLC20,454$1.33M0.45%+1,03013F-HRTimeline
Princeton Global Asset Management LLC20,422$1.33M0.22%-2,74113F-HRTimeline
BEAM WEALTH ADVISORS, INC.20,385$1.33M0.36%-5,69713F-HRTimeline
Hollow Brook Wealth Management LLC20,315$1.33M0.31%+6,75013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…21,098$1.32M0.11%013F-HRTimeline
Carrera Capital Advisors20,278$1.32M0.24%-42113F-HRTimeline
Alexis Investment Partners, LLC20,210$1.32M0.53%-11013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…21,787$1.32M0.59%new13F-HRTimeline
Sage Capital Management, LLC20,130$1.31M0.59%-1,26813F-HRTimeline
Greenwich Wealth Management LLC20,100$1.31M0.07%+35013F-HRTimeline
WOLFF WIESE MAGANA LLC20,075$1.31M0.74%+1,78213F-HRTimeline
Disciplined Investments, LLC20,069$1.31M0.52%-28113F-HRTimeline
PBMares Wealth Management LLC20,045$1.31M0.21%-1,39613F-HRTimeline
Gainplan LLC20,035$1.31M0.55%-80013F-HRTimeline
Legacy Advisors, LLC19,994$1.3M0.16%new13F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS19,894$1.3M0.05%-47513F-HRTimelineGroup
Wealth Management Partners, LLC19,888$1.3M0.41%-1,09813F-HRTimeline
GDS Wealth Management19,805$1.29M0.09%+1,22813F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.19,580$1.28M0.61%013F-HRTimeline
Portus Wealth Advisors, LLC19,477$1.27M1.27%13F-HRTimeline
GODSEY & GIBB, INC19,459$1.27M0.11%+66813F-HRTimeline
WealthShield Partners, LLC19,451$1.27M0.14%-3313F-HRTimeline
WATERSHED PRIVATE WEALTH LLC19,449$1.27M0.4%-15913F-HRTimeline
SALEM INVESTMENT COUNSELORS INC19,443$1.27M0.04%-11913F-HRTimeline
PFG Investments, LLC19,423$1.27M0.07%-1,48413F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT19,416$1.27M0.23%013F-HRTimeline
NCM Capital Management, LLC19,339$1.26M0.49%013F-HRTimeline
Bison Wealth, LLC19,393$1.26M0.12%-5,51213F-HRTimeline
Johnson & White Wealth Management, LLC19,249$1.26M0.58%+35613F-HRTimeline
Pallas Capital Advisors LLC19,239$1.26M0.05%-11813F-HRTimeline
CITY NATIONAL BANK OF FLORIDA /MSD19,205$1.25M0.83%013F-HRTimeline
Pointe Capital Management LLC19,085$1.25M0.61%+66813F-HRTimeline
Costello Asset Management, INC19,079$1.25M0.42%-1,14713F-HRTimeline
INTEGRITY ALLIANCE, LLC.19,052$1.24M0.06%-2,76413F-HRTimeline
UNITED BANK19,019$1.24M0.15%013F-HRTimeline
Compass Ion Advisors, LLC19,014$1.24M0.12%+30413F-HRTimeline
Lansing Street Advisors18,972$1.24M0.33%+2113F-HRTimeline
Crew Capital Management, Ltd18,956$1.24M0.83%-3,25013F-HRTimeline
Balentine LLC18,946$1.24M0.05%-2113F-HRTimeline
Bright Futures Wealth Management, LLC.18,855$1.23M0.96%13F-HRTimeline
William Mack & Associates, Inc.18,820$1.23M0.66%013F-HRTimeline
PIONEER TRUST BANK N A/OR18,700$1.22M0.29%013F-HRTimeline
Empirical Asset Management, LLC18,523$1.21M0.34%+23013F-HRTimeline
Bernard Wealth Management Corp.18,385$1.2M0.5%-6713F-HRTimeline
Texas Capital Bancshares Inc/TX18,367$1.2M0.47%-5,27513F-HRTimeline
Tempus Wealth Planning, LLC18,350$1.2M0.27%-70813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC18,471$1.2M<0.01%-779,85513F-HRTimelineGroup
Accredited Wealth Management, LLC12,424$1.2M0.9%+4,48913F-HRTimeline
Basepoint Wealth LLC18,163$1.19M0.84%+4813F-HRTimeline
Tudor Financial Inc.18,150$1.18M0.63%+60013F-HRTimeline
Allie Family Office LLC18,052$1.18M0.56%013F-HRTimeline
Clearstead Trust, LLC17,995$1.17M0.2%+51613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…17,880$1.17M0.08%013F-HRTimeline
Buttonwood Financial Advisors Inc.17,870$1.17M0.4%-1713F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI17,767$1.16M0.11%+1,51013F-HRTimeline
FF Advisors,LLC17,754$1.16M0.55%+33513F-HRTimeline
DAVIDSON INVESTMENT ADVISORS17,719$1.16M0.05%013F-HRTimeline
EnRich Financial Partners LLC17,710$1.16M0.33%+5413F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group17,587$1.15M0.14%-5513F-HRTimelineGroup
Clark Capital Management Group, Inc.17,519$1.14M0.01%+4,54613F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.17,716$1.14M1.7%-2,24513F-HRTimeline
Colorado Capital Management, Inc.17,494$1.14M0.44%013F-HRTimeline
Retirement Planning Group, LLC17,496$1.14M0.04%+2,36213F-HRTimeline
Washington Trust Advisors, Inc.17,487$1.14M0.09%+84913F-HRTimeline
GARRISON POINT ADVISORS, LLC17,465$1.14M0.48%+10513F-HRTimeline
Tufton Capital Management17,458$1.14M0.2%-30613F-HRTimeline
One Capital Management, LLC17,400$1.14M0.04%-75313F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.17,373$1.13M0.15%+1,71913F-HRTimeline
COWA, LLC17,247$1.13M0.37%+1,23313F-HRTimeline
Cassaday & Co Wealth Management LLC17,290$1.13M0.03%+16113F-HRTimeline
Christensen, King & Associates Investme…17,282$1.13M0.48%+20113F-HRTimeline
Thrive Wealth Management, LLC17,258$1.13M0.17%+1,05113F-HRTimeline
Focus Financial Network, Inc.17,243$1.13M0.04%+59413F-HRTimeline
Edgemoor Investment Advisors, Inc.17,229$1.12M0.09%-1,12513F-HRTimeline
PATTEN & PATTEN INC/TN17,220$1.12M0.07%+12,15013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC17,187$1.12M0.2%013F-HRTimelineGroup
Fortune Financial Advisors, LLC17,183$1.12M0.84%-1,24113F-HRTimeline
OneAscent Financial Services LLCgroup of 3 filers holding17,182$1.12M-2,946Timeline
MOGY JOEL R INVESTMENT COUNSEL INC17,175$1.12M0.06%-45013F-HRTimeline
LaSalle St. Investment Advisors, LLC17,132$1.12M0.2%+1,53013F-HRTimeline
Private Wealth Group, LLC17,095$1.12M0.56%013F-HRTimeline
Retirement Wealth Solutions LLC17,080$1.11M0.73%+1113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC17,065$1.11M0.27%-58413F-HRTimeline
Secure Asset Management, LLC16,978$1.11M0.18%-9,08513F-HRTimeline
Acorn Wealth Advisors, LLC16,987$1.11M0.35%+12,29613F-HRTimeline
PAX Financial Group, LLC16,955$1.11M0.2%-33213F-HRTimeline
MBA Advisors LLC16,881$1.1M0.47%+1013F-HRTimeline
Round Rock Advisors LLC16,831$1.1M0.17%-24613F-HRTimeline
Integrated Investment Consultants, LLC16,777$1.09M0.19%+6,48813F-HRTimeline
NerdWallet Wealth Partners, LLC16,685$1.09M0.53%13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC16,665$1.09M0.04%013F-HRTimeline
DEARBORN PARTNERS LLC16,592$1.08M0.05%+92813F-HRTimeline
Ruggaard & Associates LLC16,567$1.08M0.4%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC16,489$1.08M0.17%-306,48713F-HRTimeline
Balefire, LLC16,420$1.07M0.21%+2,06613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/16,277$1.06M0.05%+12513F-HRTimeline
Lakeridge Wealth Management LLC16,217$1.06M0.47%+27213F-HRTimeline
Founders Financial Alliance, LLC16,203$1.06M0.2%-16213F-HRTimeline
TRAPHAGEN INVESTMENT ADVISORS LLC16,199$1.06M0.09%+10113F-HRTimeline
CATHY PARETO & ASSOCIATES, INC16,196$1.06M0.8%+2,57713F-HRTimeline
Willis Investment Counsel16,164$1.05M0.06%new13F-HRTimeline
High Note Wealth, LLC16,135$1.05M0.21%013F-HRTimeline
Ethos Financial Group, LLC16,122$1.05M0.08%013F-HRTimeline
Kathleen S. Wright Associates Inc.16,069$1.05M0.39%-3413F-HRTimeline
WILLNER & HELLER, LLC16,065$1.05M0.81%+2113F-HRTimeline
GERBER, LLC16,050$1.05M0.66%013F-HRTimeline
Texas Yale Capital Corp.15,988$1.04M0.03%+42113F-HRTimeline
APPLETON PARTNERS INC/MA15,965$1.04M0.07%-19513F-HRTimeline
Weaver Consulting Group15,932$1.04M0.26%-9813F-HRTimeline
Destiny Wealth Partners, LLC15,900$1.04M0.13%+64813F-HRTimeline
Westhampton Capital, LLC15,870$1.04M0.5%+1513F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…15,859$1.03M0.04%+60013F-HRTimeline
Trueblood Wealth Management, LLC15,833$1.03M0.4%+40713F-HRTimeline
Evanson Asset Management, LLC15,826$1.03M0.06%-61813F-HRTimeline
KWB Wealth16,589$1.03M0.11%-7,31713F-HRTimeline
TSFG, LLC15,734$1.03M0.16%-1,93913F-HRTimeline
Cornerstone Wealth Group, LLC15,703$1.02M0.07%-10813F-HRTimeline
Old Port Advisors15,657$1.02M0.26%-43313F-HRTimeline
Financial Synergies Wealth Advisors, In…15,622$1.02M0.1%+4113F-HRTimeline
Strata Wealth Advisors, LLC15,613$1.02M0.27%-6513F-HRTimeline
Allen Capital Group, LLC15,597$1.02M0.1%-65013F-HRTimeline
Daner Wealth Management, LLC15,700$1.01M0.66%013F-HRTimeline