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IJH ISHARES TR

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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
MV CAPITAL MANAGEMENT, INC.15,636$974K0.1%+95913F-HRTimeline
Strata Wealth Advisors, LLC15,619$973K0.31%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…15,576$971K0.03%+51613F-HRTimelineGroup
TRUST POINT INC.15,572$970K0.07%+44913F-HRTimeline
Sovran Advisors, LLC15,349$969K0.14%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC15,532$968K0.09%+43613F-HR/ATimeline
MOTCO15,524$967K0.1%+5313F-HRTimeline
FISHMAN JAY A LTD/MI15,500$966K0.09%013F-HRTimeline
Westhampton Capital, LLC15,495$965K0.49%+2,28013F-HRTimeline
Warren Street Wealth Advisors, LLC15,490$965K0.4%-4113F-HRTimeline
Retirement Planning Group, LLC15,490$965K0.05%+39913F-HRTimeline
Nemes Rush Group LLC15,482$965K0.12%+1,32713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC15,480$965K0.02%+12,90013F-HRTimeline
Peak Planning Group, LLC15,473$964K0.4%-98713F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC15,470$964K0.8%+2,21113F-HRTimeline
Arvest Bank Trust Division15,446$962K0.06%-24,69413F-HRTimeline
Anchor Investment Management, LLC15,440$962K0.09%013F-HRTimeline
New Century Financial Group, LLC15,228$958K0.41%-5,72313F-HRTimeline
Greenland Capital Management LP15,280$952K0.19%-60,72013F-HRTimeline
SteelPeak Wealth, LLC15,259$951K0.04%-2,56513F-HRTimeline
FF Advisors,LLC14,485$951K0.65%+1,32013F-HRTimeline
Cassaday & Co Wealth Management LLC15,206$947K0.03%+1,89213F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/15,200$947K0.05%+33213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT15,178$946K0.04%013F-HRTimeline
HFG Advisors, Inc.15,160$945K0.83%-48013F-HRTimeline
Ipswich Investment Management Co., Inc.15,145$944K0.23%013F-HRTimeline
Optivise Advisory Services LLC15,103$941K0.51%-6913F-HRTimeline
Principle Wealth Partners LLC15,093$940K0.07%+18013F-HRTimeline
WOLFF WIESE MAGANA LLC15,055$938K0.62%+1,75913F-HRTimeline
INTEGRITY ALLIANCE, LLC.14,995$934K0.1%13F-HRTimeline
Samalin Investment Counsel, LLC14,975$933K0.4%-11113F-HRTimeline
North Star Investment Management Corp.14,940$931K0.06%013F-HRTimeline
LaSalle St. Investment Advisors, LLC14,928$930K0.29%+7,37313F-HRTimeline
Teamwork Financial Advisors, LLC14,865$926K0.12%-6,21313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC14,842$925K0.02%+4513F-HRTimelineGroup
Focus Financial Network, Inc.14,788$921K0.04%-42613F-HRTimeline
Laurel Wealth Advisors LLC14,740$918K0.14%+2013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.14,728$918K<0.01%-9013F-HRTimelineGroup
TBH Global Asset Management, LLC14,727$918K0.22%+38513F-HRTimeline
Charter Oak Capital Management, LLC14,648$913K0.08%-87513F-HRTimeline
Almanack Investment Partners, LLC.14,639$912K0.14%-8513F-HRTimeline
Roberts Financial Services LLC14,637$912K0.17%-5,20813F-HRTimeline
Private Wealth Management Group, LLC14,635$912K0.35%013F-HRTimeline
GARRISON POINT ADVISORS, LLC14,600$910K0.43%+1,12513F-HRTimeline
Kathleen S. Wright Associates Inc.14,595$909K0.38%+4713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV14,544$906K0.3%+613F-HRTimeline
Retirement Wealth Solutions LLC14,630$905K0.77%13F-HRTimeline
FIDUCIARY ADVISORS, INC.14,525$905K0.91%13F-HRTimeline
S.E.E.D. Planning Group LLC14,513$904K0.3%-1513F-HRTimeline
Brookmont Capital Management14,504$904K0.48%-2,15813F-HRTimeline
Kooman & Associates14,501$904K0.33%-1213F-HRTimeline
Lakeridge Wealth Management LLC14,471$902K0.47%+95113F-HRTimeline
Asset Allocation & Management Company, …14,467$901K0.49%013F-HRTimeline
Wells Financial Advisors INC14,450$900K1.23%-19013F-HRTimeline
Interchange Capital Partners, LLC14,447$900K0.33%-69813F-HRTimeline
Root Financial Partners, LLC14,392$897K0.11%+4,61113F-HRTimeline
Wealth Dimensions Group, Ltd.14,391$897K0.22%+1,91313F-HRTimeline
Conservest Capital Advisors, Inc.14,366$895K0.09%+11013F-HRTimeline
TL Private Wealth14,001$895K0.4%+13213F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC14,350$894K0.05%+10913F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.14,295$891K0.26%+1,04413F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.14,273$889K0.13%+45013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC14,123$880K0.49%-28813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…14,105$879K0.13%-12113F-HRTimeline
CARRET ASSET MANAGEMENT, LLC14,096$878K0.1%-4513F-HRTimeline
GW&K Investment Management, LLC14,080$877K0.01%+3,44713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC13,988$872K0.12%-10013F-HRTimeline
Seelaus Asset Management LLC13,982$871K0.79%-52113F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC13,980$871K0.05%-24013F-HRTimeline
Capital Advisors Wealth Management, LLC13,971$871K0.15%-97713F-HRTimeline
SWMG, LLC13,268$869K0.35%+2,84913F-HRTimeline
Sovereign Financial Group, Inc.13,924$868K0.2%-31513F-HRTimeline
WealthShield Partners, LLC13,889$865K0.12%-6,31413F-HRTimeline
Texas Yale Capital Corp.13,877$865K0.03%+39413F-HRTimeline
Narwhal Capital Management13,780$859K0.08%013F-HRTimeline
SC&H Financial Advisors, Inc.13,773$858K0.18%+1,91913F-HRTimeline
CHATHAM CAPITAL GROUP, INC.13,745$856K0.14%013F-HRTimeline
Next Level Private LLC13,708$854K0.34%+5213F-HRTimeline
Proactive Wealth Strategies LLC13,656$851K0.44%-23013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC13,580$846K0.03%013F-HRTimeline
Citizens Business Bank13,529$843K0.16%-13,58413F-HRTimeline
Sepio Capital, LP13,522$843K0.07%013F-HRTimeline
CPC Advisors, LLC13,432$837K0.11%-2,71013F-HRTimeline
Sheaff Brock Investment Advisors, LLC13,420$836K0.07%+37513F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA13,355$832K0.21%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…13,265$827K0.04%013F-HRTimeline
EnRich Financial Partners LLC13,210$823K0.27%-22713F-HRTimeline
Crews Bank & Trust13,193$822K0.14%13F-HRTimeline
WATERS PARKERSON & CO., LLC13,180$821K0.04%+66013F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH13,172$821K0.23%013F-HRTimeline
WORLD EQUITY GROUP, INC.13,162$820K0.18%+5,08013F-HRTimeline
Uptown Financial Advisors LLC13,142$819K0.88%13F-HRTimeline
Diversified Enterprises, LLC13,090$816K0.08%-31313F-HRTimeline
Glen Eagle Advisors, LLC13,089$816K0.14%+93813F-HRTimeline
Merriman Wealth Management, LLC13,063$814K0.03%-7213F-HRTimeline
Csenge Advisory Group13,063$814K0.04%-3,19213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC13,057$814K0.47%-8213F-HRTimeline
Somerset Trust Co13,041$813K0.31%013F-HRTimeline
WEALTHGARDEN F.S. LLC12,975$808K0.76%+2,81013F-HRTimeline
Pacific Sun Financial Corp12,971$808K0.44%+613F-HRTimeline
OMNI 360 Wealth, Inc.12,967$808K0.54%+13313F-HR/ATimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding12,954$807K+159Timeline
Severin Investments, LLC12,940$806K0.8%13F-HRTimeline
Shepherd Financial Partners LLC12,939$806K0.1%013F-HRTimeline
Hamilton Capital, LLC12,929$806K0.06%-45013F-HRTimeline
Cannell & Spears LLC12,927$805K0.02%new13F-HRTimeline
Plante Moran Financial Advisors, LLC12,870$802K0.07%-34013F-HRTimeline
Wingate Wealth Advisors, Inc.12,818$799K0.78%13F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC12,800$798K0.09%-4,91013F-HRTimeline
PINNEY & SCOFIELD, INC.12,780$796K0.6%13F-HRTimeline
ZWJ INVESTMENT COUNSEL INC12,672$790K0.03%+10213F-HRTimeline
Lavaca Capital LLC12,634$787K0.35%+5,72313F-HRTimeline
Sage Capital Advisors,llc12,612$786K0.2%+5113F-HRTimeline
Hoxton Planning & Management, LLC12,594$785K0.3%-5813F-HRTimeline
Federation des caisses Desjardins du Qu…12,555$782K<0.01%-58713F-HRTimeline
DEARBORN PARTNERS LLC12,522$780K0.03%+57813F-HRTimeline
Investment Research & Advisory Group, I…124,678$777K0.32%+112,28513F-HRTimeline
Sharkey, Howes & Javer12,454$776K0.11%+49113F-HRTimeline
TCV Trust & Wealth Management, Inc.12,453$776K0.07%+37513F-HRTimeline
Columbia Bank12,295$776K0.27%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…12,449$776K0.29%-713F-HRTimeline
Innovative Wealth Building LLC12,435$775K0.7%13F-HRTimeline
Quotient Wealth Partners, LLC12,420$774K0.03%-59013F-HRTimeline
Westmount Partners, LLC12,403$773K0.23%+2713F-HRTimeline
Executive Wealth Management, LLC12,367$771K0.06%+16113F-HRTimeline
ALERUS FINANCIAL NA12,350$770K0.06%013F-HRTimeline
Modern Wealth Management, LLC12,349$769K0.03%+3,18013F-HR/ATimeline
Red Door Wealth Management, LLC12,343$769K0.12%+2,78013F-HRTimeline
SHELTON WEALTH MANAGEMENT, LLC12,325$768K0.42%-11413F-HRTimeline
Apriem Advisors12,320$768K0.09%new13F-HRTimeline
Courage Miller Partners, LLC12,294$766K0.26%+2913F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding12,292$766K+7,536Timeline
RIVERCHASE WEALTH MANAGEMENT, LLC12,280$765K0.57%13F-HRTimeline
Eagle Ridge Investment Management12,269$764K0.07%-11613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ABLE Financial Group, LLC12,265$764K0.23%-8813F-HRTimeline
Stephens Consulting, LLC12,257$764K0.19%-19713F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC12,202$760K0.49%+1313F-HRTimeline
Prosperity Consulting Group, LLC12,158$758K0.06%-15513F-HRTimeline
Thomasville National Bank12,143$757K0.05%-2513F-HRTimeline
F/m Investments LLC12,142$757K0.03%+5,77713F-HRTimeline
Relyea Zuckerberg Hanson LLC12,139$756K0.1%+5113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC12,104$754K0.49%-58113F-HRTimeline
Global Wealth Strategies & Associates12,073$752K0.24%+213F-HRTimeline
Horizons Wealth Management12,069$752K0.58%013F-HRTimeline
Archvest Wealth Advisors, Inc.12,005$748K0.54%-1,89013F-HRTimeline
SECURITY BENEFIT LIFE INSURANCE CO /KS/in group SECURITY BENEFIT LIFE INSURAN…12,000$748K0.24%+2,30013F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC11,997$748K0.74%13F-HRTimeline
EagleClaw Capital Managment, LLC11,990$747K0.12%013F-HRTimeline
New Insight Wealth Advisors11,979$746K0.37%+5413F-HRTimeline
BKM Wealth Management, LLC11,963$745K0.31%+1013F-HRTimeline
WARNER FINANCIAL, INC11,925$743K0.32%+1,53813F-HRTimeline
SFG Wealth Management, LLC.11,923$743K0.39%+24313F-HRTimeline
Luminvest Wealth Management LLC11,914$742K0.3%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.11,892$741K0.32%-20313F-HRTimeline
NWK Group, Inc.11,887$741K0.29%+23313F-HRTimeline
Bison Wealth, LLC11,880$740K0.09%13F-HRTimeline
HILLTOP WEALTH ADVISORS, LLC11,863$739K0.37%-61413F-HRTimeline
Security National Bank11,850$738K0.11%+2,75013F-HRTimeline
Keystone Wealth Services, LLC11,810$736K0.19%+1,09313F-HRTimeline
CARDIFF PARK ADVISORS, LLC11,810$736K0.07%+2113F-HRTimeline
Falcon Wealth Planning11,788$735K0.08%+4,36613F-HRTimeline
Intergy Private Wealth, LLC11,746$732K0.27%+113F-HRTimeline
Emprise Bank11,731$731K0.41%+1,45613F-HRTimeline
GeoWealth Management, LLC11,720$730K0.02%+11,66213F-HRTimeline
Seneca House Advisors11,711$730K0.29%+10913F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC11,690$728K0.55%-513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,672$727K0.02%-69613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC11,671$727K0.07%+1113F-HRTimeline
NAVELLIER & ASSOCIATES INC11,650$726K0.09%-4,42513F-HRTimeline
M.E. ALLISON & CO., INC.11,635$725K0.8%13F-HRTimeline
Centricity Wealth Management, LLC11,632$725K0.68%13F-HRTimeline
MCRAE CAPITAL MANAGEMENT INC11,630$725K0.14%+6313F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…11,626$724K0.11%+40413F-HRTimelineGroup
Plancorp, LLC11,620$724K0.03%-29613F-HRTimeline
Trueblood Wealth Management, LLC11,598$723K0.36%+4,62213F-HRTimeline
B&D White Capital Company, LLC11,580$722K0.12%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS11,569$721K0.31%-613F-HRTimeline
Oakwell Private Wealth Management, LLC11,551$720K0.2%013F-HRTimeline
BridgePort Financial Solutions, LLC11,730$718K0.33%13F-HRTimeline
Central Pacific Bank - Trust Division11,525$718K0.09%+5,25813F-HRTimeline
Advisor Resource Council11,507$717K0.51%new13F-HRTimeline
Summit Asset Management, LLC11,438$713K0.13%-21713F-HRTimeline
Fusion Family Wealth, LLC11,431$712K0.07%+8013F-HRTimeline
American State Bank (Iowa)11,407$711K0.43%-313F-HRTimeline
Slow Capital, Inc.11,395$710K0.1%013F-HRTimeline
INNEALTA CAPITAL, LLC11,388$710K0.35%+4,65013F-HRTimeline
KFG WEALTH MANAGEMENT, LLC11,366$708K0.13%-27613F-HRTimeline
Strategies Wealth Advisors, LLC11,035$708K0.09%-1,51213F-HRTimeline
Truepoint, Inc.11,332$706K0.02%-1,52513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.11,329$706K0.48%-35913F-HRTimeline
KWMG, LLC11,317$705K0.07%-513F-HRTimeline
SHUFRO ROSE & CO LLC11,291$704K0.05%+2,95113F-HRTimeline
Prostatis Group LLC11,286$703K0.2%-4713F-HRTimeline
DAVIDSON TRUST CO11,264$702K0.36%-11913F-HRTimeline
Waterloo Capital, L.P.11,256$701K0.07%-8,47313F-HRTimeline
Trexquant Investment LP11,253$701K0.01%-2,59413F-HRTimeline
Key Financial Inc11,203$698K0.16%+16013F-HRTimeline
ADIRONDACK TRUST CO11,198$698K0.27%+30613F-HRTimeline
Maltin Wealth Management, Inc.11,143$694K0.34%+21513F-HRTimeline
Clarkston Capital Partners, LLC11,125$693K0.01%013F-HRTimeline