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Disclosery

IJH ISHARES TR

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Filings received so far for Q3 2026: 280 13F filers report a position in IJH shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Valeo Financial Advisors, LLC3,162,668$218M4.6%-36,20313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,086,559$144M0.22%+42,15913F-HRTimeline
Hamilton Capital, LLC1,868,621$134M7.55%+27,94613F-HRTimeline
Acropolis Investment Management, LLC1,715,181$123M4.96%-12,68213F-HRTimeline
Avidian Wealth Enterprises, LLC1,527,419$110M3.07%+17,29313F-HRTimeline
Connecticut Wealth Management, LLC1,263,080$90.9M3.33%-54,37513F-HRTimeline
Bangor Savings Bank866,844$62.4M4.75%-41,71313F-HRTimeline
WEST PACES ADVISORS INC.844,601$60.8M10.36%-8,05413F-HRTimeline
SAX WEALTH ADVISORS, LLC781,473$56.2M1.6%-73713F-HRTimeline
RTD Financial Advisors, Inc.642,209$46.2M5.06%+2,16413F-HRTimeline
MassMutual Private Wealth & Trust, FSB630,548$45.4M1.2%-28,85313F-HRTimeline
YHB Investment Advisors, Inc.618,796$44.5M2.81%+14,39913F-HRTimeline
Chesley Taft & Associates LLC601,627$43.3M1.69%-52713F-HRTimeline
Farther Finance Advisors, LLC599,209$43.1M0.31%+35,29013F-HRTimeline
Grove Bank & Trust596,153$42.9M4.27%-10,66913F-HRTimeline
Leverty Financial Group, LLC587,929$42.3M7.71%+75,72113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC559,621$40.3M2.61%+3,77013F-HRTimeline
Graves Light Lenhart Wealth, Inc.556,969$40.1M3.75%+26,06013F-HRTimeline
Coastline Trust Co480,770$34.6M3.23%-12,58013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Altus Wealth Management, LLC478,796$34.4M13.08%+14,74813F-HRTimeline
FORM Wealth Advisors, LLC469,724$33.8M3.77%-6,14113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC444,207$32M0.53%-21,06313F-HRTimeline
Apella Capital, LLC418,807$30.5M0.39%-60,05613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC393,203$28.9M4.15%+8,43013F-HRTimeline
Iowa State Bank392,508$28.2M4.77%+8,52613F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC389,558$28M3.35%+19713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Twele Capital Management, Inc.377,307$27.1M4.49%-1,61013F-HRTimeline
CGC Financial Services, LLC345,869$24.9M5.52%+8,65213F-HRTimeline
Whitcomb & Hess, Inc.342,645$24.7M5.28%+4,99813F-HRTimeline
LYNCH & ASSOCIATES/IN318,215$22.9M3.28%+4,51113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC304,795$21.9M0.4%+11,14113F-HRTimeline
BAILARD, INC.302,381$21.8M0.44%-2,06613F-HRTimeline
ANB BANK298,315$21.5M7.62%-12,68613F-HRTimeline
jvl associates llc289,574$20.8M6%-15,15613F-HRTimeline
Platt Investment Counsel, LLC283,339$20.4M14.03%-2,74613F-HRTimeline
ROCKLAND TRUST CO281,525$20.3M0.77%-8,14213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC266,233$19.2M5.78%+6,26713F-HRTimeline
MKD WEALTH COACHES, LLC264,748$19M15.75%+8,90913F-HRTimeline
Wedmont Private Capital258,464$18.9M0.45%+148,62313F-HRTimeline
Windsor Capital Management, LLC257,579$18.5M4.77%+14,46213F-HRTimeline
CoreCap Advisors, LLC256,419$18.4M0.53%+79213F-HRTimeline
COURIER CAPITAL LLC237,458$17.1M3.21%-451,71913F-HRTimeline
EQUITABLE TRUST CO232,477$16.7M0.7%-9,47113F-HRTimeline
DIVERSIFIED MANAGEMENT INC231,768$16.7M2.91%+2,23813F-HRTimeline
AtlasMark Financial, Inc222,046$16M7.81%+9,07213F-HRTimeline
RFG - Bristol Wealth Advisors, LLC204,261$14.7M3.5%+7,00613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC198,726$14.3M2.84%+54,36713F-HRTimeline
ACIMA PRIVATE WEALTH, LLC198,529$14.3M4.15%-92813F-HRTimeline
Gallagher Capital Advisors, LLC190,014$13.7M7.33%-76413F-HRTimeline
Dynamic Advisor Solutions LLC184,979$13.3M0.38%-2,04813F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC183,798$13.2M3.1%+11,65313F-HRTimeline
PCA Investment Advisory Services Inc.182,616$13.1M3.57%+79713F-HRTimeline
CX Institutional174,261$12.5M0.34%+5,38513F-HRTimeline
Lee, Kelleher & Klein Wealth Management172,035$12.4M6.37%+6,16713F-HRTimeline
Affinity Capital Advisors, LLC166,350$12.2M1.43%+3,97113F-HRTimeline
Montecito Bank & Trust168,726$12.1M1.84%+1,71413F-HRTimeline
Hiley Hunt Wealth Management164,451$11.8M4.6%+4,53613F-HRTimeline
Partnership Wealth Management, LLC154,625$11.1M7.94%-9,20613F-HRTimeline
KFA Private Wealth Group, LLC153,371$11M2.6%+1413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP152,425$11M0.77%+1,57413F-HRTimelineGroup
CENTRAL BANK & TRUST CO147,166$10.6M1.51%+69,37913F-HRTimeline
EASTERN BANK141,508$10.2M0.15%-2,95813F-HRTimeline
David J Yvars Group139,418$10M4.61%+1,64713F-HRTimeline
Clarus Wealth Advisors134,694$9.89M3.6%+4,45713F-HRTimeline
Boltwood Capital Management117,430$8.45M1.91%-50513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD116,605$8.39M5.94%-77013F-HRTimeline
NorthCrest Asset Manangement, LLC109,994$8.03M0.19%-43113F-HRTimeline
Venture Visionary Partners LLC111,043$7.99M0.21%+4,60013F-HRTimeline
HWG Holdings LP110,736$7.97M1.84%+31,84513F-HRTimeline
Bigelow Investment Advisors, LLC106,909$7.69M2.74%+3,97413F-HRTimeline
Pettinga Financial Advisors LLC105,609$7.6M1.25%-6,84513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST104,547$7.52M0.69%-65013F-HRTimeline
Great Diamond Partners, LLC98,254$7.07M1.19%+5,35913F-HRTimeline
Kaydan Wealth Management, Inc.92,135$6.63M2.28%-5,52513F-HRTimeline
Avior Wealth Management, LLC88,341$6.36M0.17%-11213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC86,152$6.2M0.42%+1,08013F-HRTimeline
Greenfield Savings Bank85,406$6.14M2.32%-21313F-HRTimeline
Versant Capital Management, Inc83,159$5.98M0.51%-13,70913F-HRTimeline
FC Advisory LLC81,765$5.88M1.54%+43413F-HRTimeline
American National Bank of Texas81,290$5.85M5.34%-10913F-HRTimeline
Delta Wealth Advisors LLC76,495$5.5M3.78%-97113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC73,442$5.28M0.06%-71713F-HRTimeline
Vilga Financial Planning LLC72,192$5.19M3.1%-36613F-HRTimeline
Breakwater Capital Group71,389$5.14M0.61%+1,87013F-HRTimeline
Councilor Wealth, LLC69,006$4.97M2.05%-4,39613F-HRTimeline
Madson Wealth Advisors Inc68,843$4.95M3.46%+4,54313F-HRTimeline
TICINO WEALTH67,792$4.88M1.51%+2,38813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC65,438$4.71M2.83%+1,19513F-HRTimeline
Bricktown Capital, LLC63,970$4.6M0.84%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.58,502$4.21M0.49%+1,52613F-HRTimeline
Legacy Private Trust Co.58,155$4.18M0.23%-70913F-HRTimeline
Fluent Financial, LLC57,797$4.16M1.42%-17813F-HRTimeline
Clay Northam Wealth Management, LLC57,380$4.13M1.93%-35013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC54,678$3.93M0.06%+1,69913F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.53,771$3.87M0.15%+10,70113F-HRTimeline
GEM Asset Management, LLC51,298$3.69M1.47%-3,85513F-HRTimeline
Crumly & Associates Inc.49,193$3.54M0.63%013F-HRTimeline
General Partner, Inc.48,296$3.47M1.86%013F-HRTimeline
GAMMA Investing LLC44,851$3.23M0.11%+1,90313F-HRTimeline
Bank of New Hampshire44,534$3.2M0.69%-1,51613F-HRTimeline
Pacific Park Financial, Inc.43,814$3.15M1.87%-28513F-HRTimeline
Mechanics Bank Trust Department43,571$3.13M0.39%+88613F-HRTimeline
Galvin, Gaustad & Stein, LLC43,384$3.12M0.24%-2,36513F-HRTimeline
SAPIENT CAPITAL LLC43,084$3.1M0.04%+1,03213F-HRTimeline
First Heartland Consultants, Inc.43,006$3.09M0.21%+2,51013F-HRTimeline
Lakeshore Financial Planning, Inc.41,751$3M0.93%+5,66713F-HRTimeline
Ballew Advisors, Inc40,516$2.97M1.48%-1,38313F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.40,510$2.91M1.01%-1,14113F-HRTimeline
Wealth Group Ltd38,413$2.82M0.52%-49913F-HRTimeline
Adirondack Capital Advisors, LLC39,098$2.81M1.45%-90513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…38,705$2.78M0.24%-16,49013F-HRTimelineGroup
SigFig Wealth Management, LLC38,186$2.75M0.07%-15,51213F-HRTimeline
BayBridge Capital Group, LLC38,166$2.75M1.45%-62,45413F-HRTimeline
Towerpoint Wealth, LLC37,323$2.69M0.95%-18813F-HRTimeline
Bison Wealth, LLC36,041$2.64M0.22%+3,00613F-HRTimeline
Antonelli Financial Advisors, LLC35,540$2.56M1.85%+613F-HRTimeline
4WEALTH ADVISORS, INC.35,104$2.54M1.76%+29,29713F-HRTimeline
Trinity Financial Advisors LLC34,750$2.5M0.64%+66013F-HRTimeline
Gerald Baker Financial Group LLC33,817$2.43M0.69%+7413F-HRTimeline
Exchange Bank32,725$2.35M1.46%-13613F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC32,682$2.35M0.02%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC31,756$2.28M0.95%013F-HRTimeline
Harbour Capital Advisors, LLC31,690$2.28M0.42%+8513F-HRTimeline
St. Clair Advisors, LLC31,571$2.27M0.56%+2213F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.30,478$2.19M1.19%-47213F-HRTimeline
Dale Q Rice Investment Management Ltd30,329$2.18M1.19%+39513F-HRTimeline
FORTE ASSET MANAGEMENT LLC29,367$2.11M0.85%-7213F-HRTimeline
CHAPIN DAVIS, INC.29,368$2.11M0.41%+2,80313F-HRTimeline
Factor Wealth Management LTD28,647$2.06M0.32%-5,57013F-HRTimeline
Weaver Consulting Group27,096$1.95M0.38%+10,98613F-HRTimeline
Cooper Financial Group27,073$1.95M0.16%+21213F-HRTimeline
S.E.E.D. Planning Group LLC26,206$1.89M0.46%+11,93113F-HRTimeline
Noble Wealth Management PBC24,799$1.78M0.82%-28213F-HRTimeline
Gainplan LLC24,719$1.78M0.69%+99913F-HRTimeline
Baron Financial Group, LLC24,422$1.76M0.86%+1,08513F-HRTimeline
Taylor & Morgan Wealth Management, LLC24,404$1.76M0.84%+52713F-HRTimeline
BigSur Wealth Management LLC23,750$1.71M0.4%013F-HRTimeline
21 West Wealth Management LLC23,636$1.7M1.48%-28013F-HRTimeline
Peterson Wealth Advisors, LLC23,342$1.68M0.19%-1,56413F-HRTimeline
S.A. Mason LLC23,127$1.66M0.49%+5313F-HRTimeline
First County Bank /CT/22,296$1.6M0.74%+1,17713F-HRTimeline
Portus Wealth Advisors, LLC21,210$1.53M1.25%+48613F-HRTimeline
Lincoln Capital LLC20,221$1.46M0.26%-113F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC20,088$1.45M0.09%+1113F-HRTimeline
Box Hill Private Wealth LLC19,733$1.42M1.03%+4,28613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION19,725$1.42M0.1%+5,10613F-HRTimeline
FELL CAPITAL MANAGEMENT /ADV19,205$1.38M1.19%013F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC19,127$1.38M0.07%+7,50513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC18,747$1.35M0.91%-13613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC18,209$1.31M0.03%-13613F-HRTimeline
Stonebridge Financial Group, LLC16,812$1.21M0.09%-4,37213F-HRTimeline
Thrive Wealth Management, LLC16,613$1.2M0.15%-47913F-HRTimeline
Buttonwood Financial Advisors Inc.16,386$1.18M0.36%-26513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC15,998$1.15M0.24%-89413F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.15,400$1.11M0.46%-10013F-HRTimeline
Roan Capital Partners15,361$1.11M0.81%+1,40613F-HRTimeline
Wealth Enhancement Trust Services, Inc.15,278$1.1M0.12%+6,20913F-HRTimeline
Worth Asset Management, LLC15,112$1.09M0.32%new13F-HRTimeline
Ipswich Investment Management Co., Inc.15,080$1.09M0.23%+7713F-HRTimeline
Central Pacific Bank - Trust Division15,044$1.08M0.11%+1,58413F-HRTimeline
Balefire, LLC14,309$1.03M0.16%-2,94013F-HRTimeline
Retirement Wealth Solutions LLC14,271$1.03M0.54%+3413F-HRTimeline
1900 WEALTH MANAGEMENT LLC13,791$992K0.05%-42713F-HRTimeline
TL Private Wealth13,214$967K0.35%-41113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…13,287$956K0.02%+2113F-HRTimelineGroup
Maltin Wealth Management, Inc.13,081$941K0.31%-9313F-HRTimeline
Aaron Wealth Advisors LLC12,915$929K0.05%-26413F-HRTimeline
Sage Capital Advisors,llc12,880$927K0.19%+3813F-HRTimeline
Emprise Bank12,867$926K0.35%013F-HRTimeline
Bath Savings Trust Co12,590$906K0.09%+2,14213F-HRTimeline
KWMG, LLC12,560$904K0.07%-4013F-HRTimeline
M.E. ALLISON & CO., INC.12,508$900K0.5%013F-HRTimeline
OMNI 360 Wealth, Inc.12,321$886K0.4%+5713F-HRTimeline
Capital Advisors Wealth Management, LLC11,899$856K0.1%-47113F-HRTimeline
Adelphi Trust Co11,855$853K0.56%+2,93513F-HRTimeline
Sound Income Strategies, LLC11,554$844K0.04%-31613F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS11,569$832K0.25%-69013F-HRTimeline
Fjell Capital, LLC11,547$831K0.47%new13F-HRTimeline
O'Keefe Stevens Advisory, Inc.11,375$818K0.17%-5713F-HRTimeline
Objective Capital Management, LLC10,969$789K0.71%+1613F-HRTimeline
Oak Asset Management, LLC10,565$760K0.24%+7513F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.10,362$746K0.34%-35413F-HR/ATimeline
Vertrix Wealth Management, LLC10,329$743K0.25%-1,29013F-HRTimeline
Asset Allocation & Management Company, …10,295$741K0.23%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…10,122$728K0.03%013F-HRTimeline
CapWealth Advisors, LLC9,701$698K0.05%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC9,349$673K0.17%+43413F-HRTimeline
Pearl Planning LLC9,191$661K0.27%-23213F-HRTimeline
Horizons Wealth Management9,170$660K0.42%13F-HRTimeline
Syntegra Private Wealth Group, LLC9,146$658K0.05%+48513F-HRTimeline
Canandaigua National Trust Co of Florida9,045$651K0.36%13F-HRTimeline
Asempa Wealth Advisors8,934$650K0.51%-4313F-HRTimeline
Krilogy Financial LLC8,741$639K0.02%-98313F-HRTimeline
Centurion Wealth Management LLC8,816$634K0.15%013F-HRTimeline
Montz Harcus Wealth Management LLC8,741$629K0.22%+1,80713F-HRTimeline
Hummer Financial Advisory Services Inc8,625$621K0.41%+8013F-HRTimeline
FIRST COMMUNITY TRUST NA8,411$605K0.2%+8,29013F-HRTimeline
EPIQ PARTNERS, LLC8,407$605K0.26%+53413F-HRTimeline
JGP Wealth Management, LLC8,375$603K0.05%+32613F-HRTimeline
Gilman Hill Asset Management, LLC8,350$601K0.08%013F-HRTimeline