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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
NAPA WEALTH MANAGEMENT11,110$692K0.3%new13F-HRTimeline
Keystone Financial Services, LLC11,100$692K0.63%13F-HRTimeline
DAGCO, INC.11,060$689K0.23%+3,59513F-HRTimeline
Ironwood Investment Counsel, LLC11,035$688K0.12%-53513F-HRTimeline
Marathon Strategic Advisors, LLC11,009$686K0.74%-14513F-HRTimeline
J. W. Coons Advisors, LLC11,007$686K0.18%-48313F-HRTimeline
Clarity Capital Advisors, LLC10,981$684K0.46%013F-HRTimeline
Tennessee Valley Asset Management Partn…10,925$681K0.11%+41413F-HRTimeline
Planned Solutions, Inc.10,923$681K0.28%+3313F-HRTimeline
Bragg Financial Advisors, Inc10,913$680K0.03%-2,20113F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.10,887$678K0.6%13F-HRTimeline
Clark Capital Management Group, Inc.10,842$676K<0.01%+1,58013F-HRTimeline
Windsor Advisory Group, LLC10,825$675K0.78%-1,05013F-HRTimeline
Mill Creek Capital Advisors, LLC10,802$673K0.02%+88113F-HRTimeline
Austin Private Wealth, LLC10,795$673K0.06%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…10,776$671K0.03%+22113F-HRTimeline
Olde Wealth Management, LLC10,776$671K0.24%013F-HRTimeline
Private Wealth Partners, LLC10,767$671K0.05%+1,41213F-HRTimeline
UPTICK PARTNERS, LLC10,755$670K0.24%-67513F-HRTimeline
SIMA Wealth Partners, LLC10,738$669K0.57%-27313F-HRTimeline
Next Level Wealth Planning, LLC10,737$669K0.53%13F-HRTimeline
Carl P. Sherr & Co., LLC10,704$667K0.35%-11413F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.10,677$665K0.06%013F-HRTimeline
FourThought Financial Partners, LLC10,645$663K0.07%-25813F-HRTimeline
Checchi Capital Advisers, LLC10,635$663K0.05%013F-HRTimeline
SeaCrest Wealth Management, LLC10,634$663K0.07%+413F-HRTimeline
HHM Wealth Advisors, LLC10,623$662K0.09%013F-HRTimeline
Elk River Wealth Management LLC10,615$661K0.12%-56513F-HRTimeline
Opus Capital Group, LLC10,603$661K0.08%-10313F-HRTimeline
MMBG INVESTMENT ADVISORS CO.10,590$660K0.07%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …10,556$658K0.01%+30613F-HRTimelineGroup
Tyche Wealth Partners LLC10,526$656K0.14%+20813F-HRTimeline
Williams Jones Wealth Management, LLC.10,520$656K0.01%013F-HRTimeline
Financial Insights, Inc.10,483$653K0.24%-2,88013F-HRTimeline
Paladin Advisory Group, LLC10,482$653K0.5%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO10,372$646K0.11%+18213F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC10,372$646K0.35%-1513F-HRTimeline
FIRST MANHATTAN CO. LLC.10,347$645K<0.01%+92713F-HRTimeline
Bath Savings Trust Co10,343$644K0.07%+1513F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC10,324$643K0.24%+79813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.10,311$642K0.26%+95513F-HRTimeline
American Money Management, LLC10,290$641K0.13%-62513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC10,285$641K0.08%+40313F-HRTimelineGroup
Terril Brothers, Inc.10,260$639K0.18%013F-HRTimeline
Oak Asset Management, LLC10,260$639K0.24%+2513F-HRTimeline
Jackson Hole Capital Partners, LLC10,214$636K0.13%+913F-HRTimeline
Indiana Trust & Investment Management Co10,170$634K0.22%013F-HRTimeline
ROMANO BROTHERS AND COMPANY10,149$632K0.08%013F-HRTimeline
Valued Retirements, Inc.10,134$631K0.85%+96113F-HRTimeline
CVFG LLC10,124$631K0.58%13F-HRTimeline
Ballast, Inc.10,123$631K0.18%-7013F-HRTimeline
TriaGen Wealth Management LLC10,093$629K0.21%+1,80813F-HRTimeline
Aviance Capital Partners, LLC10,085$628K0.09%013F-HRTimeline
Wallace Advisory Group, LLC9,937$619K0.43%013F-HRTimeline
EQ LLC9,925$618K0.29%-54813F-HRTimeline
United Advisor Group, LLC9,907$617K0.12%-47413F-HRTimeline
High Falls Advisors, Inc9,890$616K0.14%-47413F-HRTimeline
Alta Wealth Advisors LLC9,845$613K0.27%+1,56313F-HRTimeline
Gen-Wealth Partners Inc9,830$613K0.26%013F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC9,820$612K0.04%+1,98513F-HRTimeline
Hobbs Group Advisors, LLC9,779$609K0.23%+1113F-HRTimeline
Delta Financial Group, Inc.9,756$608K0.14%new13F-HRTimeline
Gateway Wealth Partners, LLC9,751$608K0.16%+79113F-HRTimeline
Geller Advisors LLC9,730$606K0.04%+80013F-HRTimeline
Zullo Investment Group, Inc.9,712$605K0.24%-17613F-HRTimeline
Stanley-Laman Group, Ltd.9,711$605K0.08%+31213F-HRTimeline
Insight Inv LLC9,680$603K0.42%new13F-HRTimeline
Melone Private Wealth, LLC9,653$601K0.31%+1213F-HRTimeline
Athena Investment Management9,646$601K0.35%-513F-HRTimeline
Johnson Bixby & Associates, LLC9,621$599K0.09%-2,30413F-HRTimeline
BCS Wealth Management9,588$597K0.15%new13F-HRTimeline
EARNEST PARTNERS LLC9,562$596K<0.01%new13F-HRTimeline
Fort Point Capital Partners LLC9,552$595K0.07%-17913F-HRTimeline
ABSOLUTE CAPITAL MANAGEMENT, LLC9,546$595K0.33%+5,27013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC9,469$590K0.43%new13F-HRTimeline
LM Advisors LLC9,455$589K0.11%-2,84513F-HR/ATimeline
Legacy Financial Advisors, Inc.9,436$588K0.1%-2,76013F-HRTimeline
TME FINANCIAL, INC.9,433$588K0.55%13F-HRTimeline
Nicholas Hoffman & Company, LLC.9,348$582K0.02%+1113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
MERIDIAN INVESTMENT COUNSEL INC.9,315$580K0.17%013F-HRTimeline
Founders Financial Alliance, LLC9,289$579K0.16%+15113F-HRTimeline
SIERRA SUMMIT ADVISORS LLC9,263$577K0.12%+31313F-HRTimeline
Peterson Wealth Advisors, LLC9,166$577K0.1%-35513F-HRTimeline
LAM GROUP, INC.9,250$576K0.41%013F-HRTimeline
Blue Trust, Inc.9,232$575K0.01%+63113F-HR/ATimeline
Clear Harbor Asset Management, LLC9,213$574K0.05%+34313F-HRTimeline
Farmers National Bank9,204$574K0.17%13F-HRTimeline
180 WEALTH ADVISORS, LLC9,192$573K0.09%+1,06113F-HRTimeline
Running Point Capital Advisors, LLC9,185$572K0.2%013F-HRTimeline
Prasad Wealth Partners, LLC9,173$572K0.18%13F-HRTimeline
Goodman Financial Corp9,165$571K0.12%013F-HRTimeline
STEVENS CAPITAL PARTNERS9,150$570K0.26%+1,12513F-HRTimeline
Canandaigua National Trust Co of Florida9,140$570K0.44%013F-HRTimeline
Stonebrook Private Inc.9,126$569K0.15%-73513F-HRTimeline
Peachtree Investment Partners, LLC9,098$567K0.21%-23613F-HRTimeline
Operose Advisors LLC9,095$567K0.19%+1713F-HRTimeline
Adaptive Financial Consulting, LLC9,086$566K0.23%+2113F-HRTimeline
K.J. Harrison & Partners Inc9,100$566K0.09%new13F-HRTimeline
Patton Albertson Miller Group, LLC9,060$565K0.08%013F-HRTimeline
Rise Advisors, LLC9,057$564K0.27%-88213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.9,063$563K0.4%-98213F-HRTimeline
Lazard Freres Gestion S.A.S.9,050$563K0.01%013F-HRTimeline
William Howard & Co Financial Advisors …9,039$563K0.51%+1813F-HRTimeline
FWG Holdings, LLC8,766$560K0.27%013F-HRTimeline
Hemington Wealth Management9,003$560K0.14%+32113F-HRTimeline
WMS Partners, LLC8,986$560K0.03%+65913F-HRTimeline
Wynn Capital, LLC8,985$560K0.35%013F-HRTimeline
Balboa Wealth Partners8,969$559K0.13%+5,41113F-HRTimeline
MRWM Advisors, LLC8,966$559K0.44%13F-HRTimeline
Syntegra Private Wealth Group, LLC8,957$558K0.06%+73113F-HRTimeline
Sterling Investment Advisors, Ltd.8,955$558K0.14%013F-HRTimeline
FWG Investments, LLC.8,946$557K0.43%-13813F-HRTimeline
Fortis Capital Advisors, LLC8,969$555K0.19%-24,21613F-HRTimeline
Prosperity Planning, Inc.8,908$555K0.18%-13413F-HRTimeline
Safeguard Financial, LLC8,908$555K0.12%-18613F-HRTimeline
Redhawk Wealth Advisors, Inc.8,902$555K0.07%-5713F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC8,900$555K0.33%13F-HRTimeline
ARS Investment Partners, LLC8,863$552K0.05%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…8,812$549K0.21%13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY8,803$549K0.11%+59713F-HRTimeline
EVERETT HARRIS & CO /CA/8,781$547K0.01%013F-HRTimeline
Sound View Wealth Advisors Group, LLC8,776$547K0.04%013F-HRTimeline
Rollins Financial Advisors, LLC8,772$547K0.09%+1,44513F-HRTimeline
Centurion Wealth Management LLC8,745$545K0.17%-27213F-HRTimeline
Wick Capital Partners, LLC8,713$543K0.16%+313F-HR/ATimeline
Pacifica Partners Inc.8,716$542K0.23%+1,39613F-HRTimeline
Oxinas Partners, LLC8,685$541K0.32%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC8,620$537K0.2%013F-HR/ATimeline
EIGHT 31 FINANCIAL, LLC8,563$534K0.4%+22813F-HRTimeline
AMERIFLEX GROUP, INC.8,251$533K0.24%13F-HRTimeline
Breed's Hill Capital LLC8,550$533K0.28%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …8,545$532K0.13%+50013F-HRTimelineGroup
NORTHSTAR ASSET MANAGEMENT Co8,525$531K0.12%013F-HRTimeline
Sandhill Capital Partners LLC8,476$528K0.04%+24713F-HRTimeline
Financial Futures Ltd Liability Co.8,470$528K0.3%013F-HRTimeline
Vise Technologies, Inc.8,449$526K0.04%new13F-HRTimeline
CUTLER INVESTMENT COUNSEL LLC8,425$525K0.07%-26513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…8,100$524K<0.01%+30513F-HRTimeline
SAGE RHINO CAPITAL LLC8,400$523K0.11%013F-HRTimeline
City State Bank8,400$523K0.18%-7013F-HRTimeline
McIlrath & Eck, LLC8,396$523K0.07%-21213F-HRTimeline
BURNEY CO/8,392$523K0.02%+813F-HRTimeline
NWF Advisory Services Inc.8,376$522K0.08%+4,85513F-HRTimeline
SEVEN MILE ADVISORY8,374$522K0.33%-5013F-HRTimeline
Cassady Schiller Wealth Management, LLC8,358$521K0.19%+1013F-HRTimeline
49 WEALTH MANAGEMENT, LLC8,337$519K0.07%+1,14813F-HRTimeline
Code Waechter LLC8,320$518K0.45%-2,08713F-HRTimeline
Towerpoint Wealth, LLC8,278$516K0.25%-2813F-HRTimeline
Bill Few Associates, Inc.8,256$514K0.18%-2,12513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…8,249$514K0.08%+1,00013F-HRTimeline
Intelligence Driven Advisers, LLC8,240$513K0.1%-3,45013F-HRTimeline
Financial Life Planners8,236$513K0.43%13F-HRTimeline
KELLEHER FINANCIAL ADVISORS8,225$512K0.19%013F-HRTimeline
Florida Trust Wealth Management Co8,211$512K0.02%+1,01013F-HRTimeline
Hummer Financial Advisory Services Inc8,210$512K0.4%013F-HRTimeline
Consilium Wealth Advisory, LLC8,160$508K0.24%+4,52513F-HRTimeline
Fort Sheridan Advisors LLC8,159$508K0.07%013F-HRTimeline
Aurora Private Wealth, Inc.8,156$508K0.38%-19913F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.8,149$508K0.34%+12613F-HRTimeline
CATHY PARETO & ASSOCIATES, INC8,144$507K0.47%13F-HRTimeline
Collar Capital Management, LLC8,125$506K0.42%13F-HRTimeline
Strategic Financial Partners, Ltd.8,115$506K0.26%013F-HRTimeline
Envision Financial LLC8,086$504K0.4%13F-HR/ATimeline
CFM WEALTH PARTNERS LLC8,072$503K0.08%-1,85813F-HRTimeline
Equita Financial Network, Inc.8,039$501K0.18%+2,35513F-HRTimeline
Global Strategic Investment Solutions, …8,025$500K0.06%+3113F-HRTimeline
Icon Wealth Advisors, LLC8,021$500K0.04%+2,16613F-HRTimeline
Powell Investment Advisors, LLC8,019$500K0.23%+2913F-HRTimeline
LVW Advisors, LLC8,012$499K0.06%+2,43713F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC8,010$499K0.13%013F-HRTimeline
Haverford Financial Services, Inc.8,000$498K0.15%013F-HRTimeline
IAG Wealth Partners, LLC7,988$498K0.09%-4813F-HRTimeline
Martin Capital Advisors, LLP7,975$497K0.32%013F-HRTimeline
SGL Investment Advisors, Inc.7,841$497K0.25%-2413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC7,971$497K0.05%-3,12313F-HRTimeline
Southland Equity Partners LLC7,967$496K0.12%-10913F-HRTimeline
Stokes Family Office, LLC7,961$496K0.05%-15513F-HRTimeline
Larson Financial Group LLC7,895$492K0.03%+3,51213F-HRTimeline
Lewis Asset Management, LLC7,874$491K0.37%-31013F-HRTimeline
Eagle Bay Advisors LLC7,865$490K0.31%+7,73513F-HRTimeline
BIP Wealth, LLC7,801$486K0.03%+4,52813F-HRTimeline
ALBION FINANCIAL GROUP /UT7,759$483K0.03%-913F-HRTimeline
Drexel Morgan & Co.7,755$483K0.1%013F-HRTimeline
Peak Asset Management, LLC7,750$483K0.09%013F-HRTimeline
Apella Capital, LLC7,733$482K0.02%+1,24313F-HRTimeline
Stone House Investment Management, LLC7,719$481K0.12%-1,66113F-HRTimeline
Wealth Management Associates, Inc.7,711$480K0.21%-3513F-HRTimeline
SP Asset Management LLC7,701$480K0.04%+1113F-HRTimeline
Clear Point Advisors Inc.7,674$478K0.41%+3813F-HRTimeline
HAZLETT, BURT & WATSON, INC.7,650$477K0.21%+9813F-HRTimeline
Fourth Dimension Wealth, LLC7,628$475K0.25%13F-HRTimeline
INSPIRE TRUST CO, N.A.7,627$475K0.12%013F-HRTimeline
Collaborative Wealth Managment Inc.7,625$475K0.22%-94913F-HRTimeline
Smith Salley Wealth Management7,620$475K0.03%+25013F-HRTimeline
Friedenthal Financial7,602$474K0.28%-2113F-HRTimeline
CERTUITY, LLC7,477$473K0.05%-7,88513F-HRTimeline
Paulson Wealth Management Inc.7,529$469K0.13%-13513F-HRTimeline
NORDEN GROUP LLC7,505$468K0.05%-18613F-HRTimeline
Prime Buchholz LLC7,488$467K0.15%13F-HRTimeline
Northwest Capital Management Inc7,445$464K0.2%013F-HRTimeline