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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
NORTHWESTERN MUTUAL INVESTMENT MANAGEME…group of 2 filers holding115,569,701$7.2B+3,274,789Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/67,787,878$4.22B0.39%+2,660,58213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp51,986,835$3.24B0.6%+3,773,42213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN51,247,964$3.19B0.77%+3,500,02313F-HRTimelineGroup
FMR LLCin group FMR LLC45,753,482$2.85B0.17%+4,402,71013F-HRTimelineGroup
LPL Financial LLC42,550,311$2.65B1.08%+1,373,39613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO38,961,128$2.43B0.19%+907,03813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY35,993,587$2.24B0.16%+1,437,38413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,598,511$2.22B0.82%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding29,028,933$1.81B+2,816,454Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA25,727,192$1.6B0.35%+4,222,99413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.24,672,647$1.54B0.03%+2,948,94113F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding23,740,948$1.48B-1,020,946Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP21,282,901$1.33B0.19%+1,084,39213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,401,493$1.08B0.21%+6,441,69313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16,591,359$1.03B0.69%+56,80013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC12,824,258$799M1.34%+413,55713F-HRTimelineGroup
First Command Advisory Services, Inc.10,855,319$676M6.41%-1,46813F-HRTimeline
Acorns Advisers, LLC10,726,481$668M6.48%+188,77313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,339,551$582M0.91%+1,899,51813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…9,240,107$576M2.21%+156,41713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,976,780$559M0.14%-543,83913F-HRTimelineGroup
Financial Engines Advisors L.L.C.8,285,690$516M1.09%-324,26713F-HRTimeline
Millburn Ridgefield LLC /DE/8,085,605$504M12.61%+492,13613F-HRTimeline
Catalyst Capital Advisors LLC8,085,605$504M10.73%+492,13613F-HRTimeline
Wealthspire Advisors, LLC7,606,982$474M4.71%+410,75413F-HRTimeline
HighTower Advisors, LLC7,326,920$457M0.62%+276,17913F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP7,171,577$447M3.28%+3,91813F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC7,002,675$436M1.93%-66,83213F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.6,639,763$415M10.02%+196,73813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/6,334,033$395M0.2%+301,13613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,236,493$389M0.57%+152,27413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding5,926,807$369M+9,956Timeline
Alesco Advisors, LLC, An ESL Co5,258,021$328M10.29%-27,07913F-HRTimeline
Creative Planningin group Creative Planning4,944,508$308M0.3%-59,75313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\4,910,376$306M0.4%+141,66813F-HRTimelineGroup
MAI Capital Management4,665,678$291M2.17%+508,27813F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,309,805$269M3.75%+113,19013F-HRTimeline
Circle Wealth Management, LLC4,289,155$267M5.72%013F-HRTimeline
Starboard Value LPin group Starboard Value LP3,965,268$247M4.47%new13F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,957,615$247M0.53%+564,19713F-HRTimelineGroup
Cresset Asset Management, LLC3,684,626$230M1.11%+612,77713F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management3,642,109$227M0.53%-2,600,15013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,598,079$224M0.21%+512,02713F-HRTimelineGroup
&PARTNERS3,391,582$214M2.57%+977,38913F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,392,713$211M0.4%+190,15013F-HRTimelineGroup
Alaska Permanent Capital Management, LLCgroup of 2 filers holding3,269,954$204M+31,402Timeline
Franklin Resourcesgroup of 2 filers holding3,258,554$203M-20,064Timeline
Valeo Financial Advisors, LLC3,139,386$196M5.46%+282,86513F-HRTimeline
DAVIS R M INC3,084,140$192M3.75%+85,07613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…3,071,734$191M3.73%+17,21813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,894,482$180M0.62%+170,43113F-HRTimeline
COMERICA BANK2,876,437$179M0.72%+49,24213F-HR/ATimeline
FIL Ltdin group FIL Ltd2,806,546$175M0.16%+1,278,42813F-HRTimelineGroup
Accredited Investors Inc.2,677,120$167M9.78%+380,27513F-HRTimeline
First Financial Bankshares Inc2,637,609$164M3.56%-26,18913F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,634,865$164M3%-535,22013F-HRTimeline
Cetera Investment Advisers2,568,719$160M0.33%+56,03013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,553,107$159M0.17%-749,15313F-HRTimelineGroup
Haverford Trust Co2,539,454$158M1.57%+18,43613F-HRTimeline
Sandy Spring Bank2,451,890$153M6.19%+9,60613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,407,281$148M0.25%-726,22913F-HRTimelineGroup
UMB Bank, n.a.2,336,390$146M2.3%-58,92713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GREENLEAF TRUST2,329,616$145M1.32%-80,85513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,278,719$142M0.37%+468,62913F-HRTimelineGroup
Sand Hill Global Advisors, LLC2,199,537$137M5.8%+7,68813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,194,103$137M0.31%+202,59913F-HR/ATimelineGroup
BLB&B Advisors, LLC2,099,763$131M6.67%+110,58513F-HRTimeline
BOKF, NAin group BOKF, NA2,075,398$128M2.17%+48,73413F-HRTimelineGroup
TD Asset Management Inc2,056,618$128M0.11%+18,52213F-HRTimeline
STATE OF MICHIGAN RETIREMENT SYSTEM2,054,510$128M0.67%+73,50013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,050,653$128M7.5%+13,00013F-HRTimeline
Connecticut Wealth Management, LLC2,046,502$128M6.27%+107,69413F-HRTimeline
Municipal Employees' Retirement System …2,005,373$125M1.72%+113F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co1,863,042$116M1.53%+25,45513F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.1,849,285$115M9.54%+29,15413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,742,498$109M0.21%+159,45013F-HR/ATimeline
VOYA INVESTMENT MANAGEMENT LLCgroup of 2 filers holding1,721,343$107M+203,170Timeline
Kestra Advisory Services, LLCgroup of 3 filers holding1,716,924$107M+24,836Timeline
WHITTIER TRUST CO1,710,203$107M1.4%-5,34613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,650,622$103M0.29%-19,26913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding1,646,155$103M+1,043,801Timeline
Steward Partners Investment Advisory, L…1,595,993$99.4M0.88%+61,00113F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,587,884$98.9M2.31%-4,43113F-HRTimeline
Acropolis Investment Management, LLC1,576,888$98.3M5.8%-1,97813F-HRTimeline
Linscomb Wealth, Inc.1,564,400$97.5M4.85%+10,04913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp1,558,050$97.1M0.33%+176,54713F-HRTimelineGroup
Constellation Investments, Inc.1,549,000$96.5M4.39%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,534,329$95.6M3%+5,46013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,501,160$93.5M0.07%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,485,895$92.6M0.15%+28,08013F-HRTimelineGroup
First Interstate Bank1,468,976$91.5M5.54%+26,91313F-HRTimeline
Lutz Financial Services LLC1,445,080$90M7.28%-2,68113F-HRTimeline
Ensign Peak Advisors, Inc1,415,121$88.2M0.16%+294,84813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,391,022$86.7M-1,323Timeline
Klingman & Associates, LLC1,382,218$86.1M5.3%+22,49713F-HRTimeline
Legacy Wealth Management, LLC1,360,573$84.8M5.44%-48,68113F-HRTimeline
BOK Financial Private Wealth, Inc.1,337,829$83.4M6.05%+9,61913F-HRTimeline
Full Sail Capital, LLC1,295,807$80.7M5.14%+2,53813F-HRTimeline
Lee Financial Co1,286,049$80.1M11.25%+2,78713F-HRTimeline
VICUS CAPITAL1,285,202$80.1M7.11%+8,66713F-HRTimeline
SAGE FINANCIAL GROUP INC1,279,555$79.7M6.42%+22,15713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP1,277,273$79.6M<0.01%-137,88513F-HRTimelineGroup
Janney Montgomery Scott LLC1,272,938$79.3M0.22%-47,53913F-HRTimeline
Ally Invest Advisors Inc.1,249,541$77.9M6.75%+34,61113F-HRTimeline
Chandler Asset Management, Inc.1,248,248$77.8M14.86%-11,38013F-HRTimeline
TIAAgroup of 2 filers holding1,227,461$76.5M-15,974Timeline
RMR Wealth Builders1,215,359$75.7M7.83%+70,63213F-HR/ATimeline
Leonard Rickey Investment Advisors P.L.…1,214,275$75.7M17.42%+15,21913F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV1,190,768$74.2M11.41%+14,41413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,186,315$73.9M0.7%+57,23813F-HRTimelineGroup
RKL Wealth Management LLC1,160,849$72.3M6.44%+30,75613F-HRTimeline
Ballentine Partners, LLC1,143,921$71.3M1.22%+79,01513F-HRTimeline
DT Investment Partners, LLC1,141,396$71.1M6.02%-1,98613F-HRTimeline
Goelzer Investment Management, Inc.1,133,441$70.6M4.1%-47,61913F-HRTimeline
Tarbox Family Office, Inc.1,127,970$70.3M11.59%-28713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.1,100,806$68.6M11.08%-41,52013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC1,099,386$68.5M0.96%+19,85013F-HRTimeline
Avidian Wealth Enterprises, LLC1,099,267$68.5M3.08%+46,48913F-HRTimeline
Private Advisor Group, LLC1,092,806$68.1M0.38%+70,34313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,089,646$67.9M1.95%+66,02713F-HRTimeline
LVZ, Inc.1,069,019$66.6M8.54%-32,17613F-HRTimeline
Cambridge Investment Research Advisors,…1,055,918$65.8M0.22%+47,11213F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA1,043,500$65M0.11%013F-HR/ATimelineGroup
Integrated Wealth Concepts LLC1,041,507$64.9M0.75%+7,47213F-HRTimeline
ALLIANCEBERNSTEIN L.P.1,034,660$64.5M0.02%+69,46913F-HRTimeline
CAPE COD FIVE CENTS SAVINGS BANK1,033,266$64.4M5.73%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,009,491$62.9M2.53%+24113F-HRTimelineGroup
Destination Wealth Management994,720$62M1.94%-11,95213F-HRTimeline
First Horizon Advisors, Inc.992,224$61.8M1.73%+9,74013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC990,291$61.7M1.52%+11,01113F-HRTimeline
Clearstead Advisors, LLC963,484$60M0.91%+5,08913F-HRTimeline
CWM, LLCin group CWM, LLC956,089$59.6M0.25%+72,65913F-HRTimelineGroup
Horizon Investments, LLC954,126$59.5M1.71%+802,20613F-HRTimeline
Bangor Savings Bank953,172$59.4M5.57%+11,88913F-HRTimeline
MCF Advisors LLC946,056$58.9M4.14%-83,55813F-HRTimeline
Valmark Advisers, Inc.934,157$58.2M0.9%-15,03813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding933,624$58.2M+82,387Timeline
Pine Ridge Advisers LLC885,395$55.2M4.91%+10,68513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV881,908$55M0.13%-1,559,58513F-HRTimeline
Chicago Partners Investment Group LLC873,933$54.9M1.82%-50,40813F-HRTimeline
Modera Wealth Management, LLC880,076$54.8M0.66%+48,83413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC874,842$54.5M11%+187,41713F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp866,369$54M5.12%-18,89413F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB854,006$53.2M1.49%-66,98813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC833,829$52M4.09%-204,05013F-HRTimeline
WEST PACES ADVISORS INC.830,743$51.8M12.64%+6,38313F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …827,547$51.6M0.04%+17,55913F-HRTimelineGroup
BlueStem Wealth Partners, LLC823,773$51.3M6.74%13F-HRTimeline
CKW FINANCIAL GROUP816,009$50.8M6.26%+1,33213F-HRTimeline
Crewe Advisors LLC814,395$50.7M7%+59,12113F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.785,849$49M0.37%+39,09913F-HRTimeline
CW Advisors, LLC784,512$48.9M0.67%+6,25513F-HRTimeline
MainStreet Investment Advisors LLC782,522$48.8M6.83%-22,25013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC775,999$48.4M0.03%-30,48713F-HRTimelineGroup
JNBA Financial Advisors771,486$48.1M4.91%+16,09913F-HRTimeline
QUADRANT CAPITAL GROUP LLC769,343$47.9M3.3%+38,95113F-HRTimeline
Waverly Advisors, LLC768,953$47.9M0.74%+95,43313F-HRTimeline
HBC Financial Services, PLLC764,313$47.6M29.18%-6,50813F-HRTimeline
Marcum Wealth, LLC760,513$47.4M4.11%+714,24613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC756,269$47.1M1.17%+22,28213F-HRTimeline
MBL Wealth, LLC756,127$47.1M4.73%+14,15513F-HRTimeline
First Business Financial Services, Inc.754,722$47M4.65%+5,07713F-HRTimeline
Grove Bank & Trust754,124$47M6.52%+96,64413F-HRTimeline
TRUEFG, LLC751,012$46.8M15.28%+6,97413F-HRTimeline
BANK OF STOCKTON750,462$46.8M14.21%+5,87613F-HRTimeline
American Trust747,614$46.6M3.55%-259,84613F-HRTimeline
Magnus Financial Group LLC744,607$46.4M4.48%+19,21713F-HRTimeline
RTD Financial Advisors, Inc.731,040$45.6M5.84%+237,37513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC728,729$45.4M1.2%13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK719,564$44.8M1.45%-65,10713F-HRTimelineGroup
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD703,394$43.8M0.05%+112,62113F-HRTimelineGroup
Journey Advisory Group, LLC746,894$43.7M5.23%013F-HRTimeline
Wealthquest Corp700,527$43.6M3.55%+20,77213F-HRTimeline
JFS WEALTH ADVISORS, LLC698,601$43.5M2.97%+10,04013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp693,605$43.2M0.14%+1,36213F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC691,479$43.1M6.53%-17,66513F-HRTimeline
Single Point Partners, LLC691,416$43.1M9.92%new13F-HRTimeline
Madison Asset Management, LLCgroup of 2 filers holding687,862$42.9M+346,343Timeline
Portland Global Advisors LLC683,771$42.6M5.39%+7,76613F-HRTimeline
Chesley Taft & Associates LLC682,763$42.5M1.97%+22,05213F-HRTimeline
Atria Wealth Solutions, Inc.679,945$42.4M0.46%+12,64713F-HRTimeline
Capital Asset Advisory Services LLC671,473$42.2M2.08%+9,89213F-HRTimeline
BLAIR WILLIAM & CO/IL674,080$42M0.12%+20,26213F-HRTimeline
Resonant Capital Advisors, LLC665,466$41.5M3.03%+7,90513F-HRTimeline
NorthCoast Asset Management LLC658,319$41M0.2%+54,71713F-HR/ATimeline
Nadler Financial Group, Inc.653,608$40.7M4.29%+12,34913F-HRTimeline
Graypoint LLC639,130$39.8M2.41%+38,60813F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC629,045$39.2M0.06%-33513F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC627,044$39.1M2.5%-11,30913F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC624,675$38.9M2.78%+1,94913F-HRTimeline
INTRUST BANK NA621,293$38.7M3.92%+17,19013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.621,087$38.7M0.24%+33,70313F-HRTimeline
SAX WEALTH ADVISORS, LLC621,042$38.7M3.03%-14,33213F-HRTimeline
New England Professional Planning Group…616,386$38.4M19.13%+11,28613F-HRTimeline
FineMark National Bank & Trust612,866$38.2M1.33%+5,58913F-HRTimeline
ESL Trust Services, LLC612,466$38.2M8.5%+45013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC611,745$38.1M0.37%+4,78613F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding610,994$38.1M+94,409Timeline
BARTLETT & CO. WEALTH MANAGEMENT LLC609,290$38M0.55%+38,24813F-HRTimeline