Skip to content

IJJ ISHARES TR

Follow

SHS (fund)

869 managers (883 13F filers) reported a position in IJJ shares at 2026-06-30, 42,900,462 shares in all. 69 filers opened a position and 37 filers sold out during the quarter.

Managers
869
13F filers
883
New
69
Added
216
Reduced
316
Sold out
37
Shares held by filers
42,900,462

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Oxler Private Wealth LLC16,382$2.42M0.69%-1,17913F-HRTimeline
Allworth Financial LP16,325$2.41M0.01%-89913F-HRTimeline
Avior Wealth Management, LLC16,306$2.41M0.06%-27813F-HRTimeline
SONATA CAPITAL GROUP INC16,290$2.41M0.78%+9013F-HRTimeline
Breakwater Capital Group16,288$2.41M0.29%-22513F-HRTimeline
Sowell Financial Services LLC16,257$2.4M0.08%+98713F-HRTimeline
One Capital Management, LLC18,082$2.4M0.07%013F-HRTimeline
Sageworth Trust Co16,072$2.37M0.09%013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV15,555$2.3M0.86%-8313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,374$2.27M0.45%-66113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO15,183$2.24M0.03%-44713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,691$2.17M0.01%-1,10813F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA14,574$2.15M0.01%-3,40413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.16,121$2.14M<0.01%+22613F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.14,403$2.13M0.86%+2,39413F-HRTimeline
Kingsview Wealth Management, LLC14,347$2.12M0.03%-94113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding14,337$2.12M+930Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC14,333$2.12M0.01%-1,75313F-HRTimeline
Wealth Care LLC14,271$2.11M1.71%+713F-HRTimeline
Pinnacle Bancorp, Inc.14,023$2.07M0.54%-10113F-HRTimeline
Caldwell Trust Co13,889$2.05M0.17%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.13,783$2.04M0.23%+60513F-HRTimeline
Alliance Private Wealth, LLC13,645$2.02M0.7%+4,25013F-HRTimeline
Rodgers & Associates, LTD13,622$2.01M0.18%-5013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,619$2.01M0.14%+96113F-HRTimeline
Cornerstone Advisory, LLC13,500$1.99M0.17%-50013F-HRTimeline
Pure Financial Advisors, LLC13,434$1.98M0.03%-39013F-HRTimeline
Clearstead Advisors, LLC13,248$1.96M0.02%-50913F-HRTimeline
BLAIR WILLIAM & CO/IL13,248$1.96M0.01%+1,28813F-HRTimeline
American Trust13,215$1.95M0.15%-5713F-HRTimeline
Corundum Trust Company, INC13,166$1.95M5.19%013F-HRTimeline
Novak & Powell Financial Services, Inc.13,126$1.94M0.91%+24513F-HRTimeline
C2C Wealth Management, LLC13,108$1.94M1.52%-86613F-HRTimeline
GC Wealth Management RIA, LLC12,998$1.92M0.11%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,911$1.91M0.02%-21213F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP12,874$1.9M0.02%+7,37313F-HRTimeline
Arax Advisory Partners12,873$1.9M0.01%+7,53413F-HRTimeline
Accurate Wealth Management, LLC12,771$1.87M0.18%+3513F-HRTimeline
Chicago Partners Investment Group LLC12,699$1.86M0.04%-6713F-HRTimeline
VANCE WEALTH, LLC12,576$1.86M0.42%-1,85513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,362$1.83M<0.01%+12313F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.12,303$1.82M<0.01%-72113F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.12,186$1.8M1.19%-37813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…12,144$1.79M0.27%-5613F-HRTimeline
Bangor Savings Bank12,083$1.79M0.13%013F-HRTimeline
Vise Technologies, Inc.12,040$1.78M0.02%+1,29213F-HRTimeline
Sigma Planning Corp12,036$1.78M0.04%-58813F-HRTimeline
TRUST CO OF VERMONT12,012$1.77M0.07%13F-HRTimeline
Hudson Oak Wealth Advisory LLC11,906$1.76M1.36%-19213F-HRTimeline
Crescent Grove Advisors, LLC11,806$1.74M0.15%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,738$1.73M<0.01%013F-HRTimelineGroup
Valmark Advisers, Inc.11,692$1.73M0.02%-7313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…11,637$1.72M0.04%-113F-HRTimelineGroup
SOA Wealth Advisors, LLC.11,586$1.71M0.29%-27913F-HRTimeline
Berman McAleer LLC11,569$1.71M0.2%-20013F-HRTimeline
Peregrine Asset Advisers, Inc.11,196$1.65M0.36%-4913F-HRTimeline
JMAC ENTERPRISES LLC11,149$1.65M0.28%-11,20313F-HRTimeline
WHITTIER TRUST CO11,113$1.63M0.02%-1,16313F-HRTimeline
Stenger Family Office, LLC10,909$1.61M0.26%-85113F-HRTimeline
Keel Point, LLC10,638$1.57M0.09%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC10,614$1.57M0.01%-1,71113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,394$1.54M0.24%-30913F-HRTimeline
Ramiah Investment Group10,374$1.53M1.17%+2,72913F-HRTimeline
VICUS CAPITAL10,283$1.52M0.1%-73913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…10,192$1.51M0.02%+2,23513F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC10,082$1.49M0.11%013F-HRTimeline
Clear Creek Financial Management, LLC10,032$1.48M0.1%new13F-HRTimeline
HighMark Wealth Management LLC9,998$1.48M0.49%+72413F-HRTimeline
OneDigital Investment Advisors LLC9,972$1.47M0.01%-7213F-HRTimeline
Keystone Financial Group9,449$1.4M0.08%new13F-HRTimeline
Fulton Bank, N.A.9,431$1.39M0.04%-11013F-HRTimeline
NWAM LLC9,391$1.39M0.07%013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC9,337$1.38M0.39%013F-HRTimeline
NewEdge Advisors, LLC9,185$1.36M<0.01%+79413F-HRTimeline
PACIFIC FINANCIAL GROUP INC9,054$1.34M0.64%-10313F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC8,944$1.33M<0.01%+2,20213F-HRTimelineGroup
ANDERSON HOAGLAND & CO8,966$1.32M0.1%013F-HRTimeline
SIMON QUICK ADVISORS, LLC8,925$1.32M0.05%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC8,845$1.31M0.1%013F-HRTimeline
Financial Partners Group, Inc8,844$1.31M0.13%-513F-HRTimeline
AMG National Trust Bank8,843$1.31M0.03%-48213F-HRTimeline
FAS Wealth Partners, Inc.8,548$1.26M0.07%+3113F-HRTimeline
DAVIDSON TRUST CO8,509$1.26M0.49%+77813F-HRTimeline
WESBANCO BANK INC8,471$1.25M0.03%+22213F-HRTimeline
Aspire Growth Partners LLC8,436$1.25M0.72%+34213F-HRTimeline
TAGStone Capital, Inc.8,413$1.24M0.4%+2913F-HRTimeline
Essex LLC8,306$1.23M0.19%-3713F-HRTimeline
Compass Financial Group, Inc. (Ohio)8,306$1.23M0.82%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,173$1.21M<0.01%-53713F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC8,146$1.2M0.03%-9013F-HRTimelineGroup
Schneider Downs Wealth Management Advis…8,058$1.19M0.11%013F-HRTimeline
AssuredPartners Investment Advisors, LLC8,000$1.18M0.11%+16613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources7,993$1.18M<0.01%013F-HRTimelineGroup
Keenan, LLC7,976$1.18M0.83%-2,72913F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management7,910$1.17M0.15%013F-HRTimelineGroup
Wellspring Financial Advisors, LLC7,795$1.15M0.08%+1013F-HRTimeline
JMG Financial Group, Ltd.7,771$1.15M0.03%013F-HRTimeline
Finley Financial, LLC7,760$1.15M0.46%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.7,727$1.14M0.41%013F-HRTimeline
KLCM Advisors, Inc.7,698$1.14M0.09%013F-HRTimeline
Global Retirement Partners, LLC7,692$1.14M0.02%13F-HRTimeline
First Heartland Consultants, Inc.7,613$1.12M0.07%+5,44813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,587$1.12M0.02%-4613F-HRTimelineGroup
Compound Planning, Inc.7,300$1.08M0.03%-31913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC7,269$1.07M0.03%+2213F-HRTimeline
Atlantic Edge Private Wealth Management…7,155$1.06M0.22%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding7,126$1.05M-70Timeline
Private Wealth Asset Management, LLC7,099$1.05M0.1%+70113F-HRTimeline
Mystic Asset Management, Inc.7,000$1.03M0.22%013F-HRTimeline
SCS Capital Management LLC6,971$1.03M0.01%+2213F-HRTimeline
Y-Intercept (Hong Kong) Ltd6,931$1.02M0.02%+2,37813F-HRTimeline
Narwhal Capital Management6,923$1.02M0.07%013F-HRTimeline
BRIGHTON JONES LLC6,905$1.02M0.02%-3813F-HRTimeline
Innovative Wealth Building LLC6,870$1.01M0.59%-36713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,862$1.01M0.01%+84213F-HR/ATimeline
ANCHOR CAPITAL ADVISORS LLC6,828$1.01M0.03%+2,73713F-HR/ATimeline
GLR Partners, LLC6,808$1.01M0.47%-19213F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,763$998K0.01%+43513F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.6,648$982K0.21%013F-HRTimeline
Venture Visionary Partners LLC6,589$973K0.03%+513F-HRTimeline
MainStreet Investment Advisors LLC6,573$971K0.13%+313F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,565$970K0.03%-513F-HRTimeline
Prospera Financial Services Inc6,523$966K0.01%-39,82813F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding6,511$962K-1,217Timeline
AFT, FORSYTH & COMPANY, INC.6,500$960K0.46%-3,87513F-HRTimeline
Matthew Goff Investment Advisor, LLC6,436$951K0.16%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,350$938K0.08%013F-HRTimeline
Atria Investments, Inc6,343$937K0.01%new13F-HRTimeline
Beirne Wealth Consulting Services, LLC6,282$928K0.18%-10413F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.6,221$919K0.1%+3613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK6,210$917K<0.01%+8813F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …6,205$911K<0.01%+3,33513F-HRTimelineGroup
StoneCrest Wealth Management, Inc.6,162$910K0.29%-8213F-HRTimeline
Meridian Financial Advisors, LLC6,152$909K0.44%-15013F-HRTimeline
RFG Advisory, LLC6,142$907K0.01%+19013F-HRTimeline
Harbour Capital Advisors, LLC6,080$891K0.16%013F-HRTimeline
Brand Asset Management Group, Inc.5,864$866K0.19%+2113F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…5,830$861K0.13%013F-HRTimeline
Independence Bank of Kentucky5,828$861K0.1%013F-HRTimeline
Bay Capital Advisors, LLC5,797$856K0.46%013F-HRTimeline
Krilogy Financial LLC5,747$849K0.03%+213F-HRTimeline
Texas Capital Bank Wealth Management Se…5,634$832K0.04%-2,17513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,607$828K<0.01%new13F-HRTimelineGroup
Connecticut Wealth Management, LLC5,572$823K0.03%013F-HRTimeline
Robertson Stephens Wealth Management, L…5,557$821K0.02%-913F-HRTimeline
IFG Advisory, LLC5,486$810K0.03%new13F-HRTimeline
PRIVATE TRUST CO NA5,483$810K0.06%-2513F-HRTimeline
Thomasville National Bank5,414$800K0.04%13F-HRTimeline
PKS Advisory Services, LLC5,382$795K0.13%+65413F-HRTimeline
Cambridge Financial Group, LLC5,378$794K0.25%-19213F-HRTimeline
J.W. COLE ADVISORS, INC.5,340$789K0.01%new13F-HRTimeline
Cannon Financial Strategists, Inc.5,302$783K0.09%new13F-HRTimeline
MONECO ADVISORS, LLC5,252$776K0.05%+3713F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC5,251$776K0.09%-47613F-HRTimeline
Fairscale Capital, LLC5,181$765K0.46%+20413F-HRTimeline
SAXON INTERESTS, INC.5,174$764K0.21%013F-HRTimeline
Composition Wealth, LLC5,144$760K0.01%+11513F-HRTimeline
Pinnacle Family Advisors, LLC5,130$758K0.32%-1713F-HRTimeline
Cambridge Advisors Inc.5,127$757K0.13%013F-HRTimeline
apricus wealth, LLC5,114$755K0.36%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,040$745K0.01%+1,15813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC5,034$744K0.01%-39413F-HRTimeline
Parallel Advisors, LLC5,009$740K0.01%-9013F-HRTimeline
AE Wealth Management LLC4,949$731K<0.01%-6,09713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC4,923$727K0.05%-13013F-HRTimeline
Destiny Capital Corp/CO4,895$723K0.34%+57413F-HRTimeline
Main Street Financial Solutions, LLC4,885$722K0.05%+11213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC4,881$721K0.33%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,872$720K0.01%-1713F-HRTimelineGroup
Fiduciary Alliance LLC4,848$716K0.05%+613F-HRTimeline
AWM CAPITAL, LLC4,822$712K0.06%013F-HRTimeline
Crestwood Advisors Group, LLC4,821$712K0.01%+67213F-HRTimeline
Professional Financial Advisors, LLC4,805$710K0.12%+19913F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,797$709K0.06%-33613F-HRTimeline
Strategic Blueprint, LLC4,796$709K0.04%-21413F-HRTimeline
Purkiss Capital Advisors LLC4,760$703K0.27%+84913F-HRTimeline
Dakota Wealth Management4,757$703K0.01%-79,21013F-HRTimeline
MSH Capital Advisors LLC4,725$698K0.12%013F-HRTimeline
Performance Wealth Partners, LLC4,649$687K0.02%013F-HRTimeline
FC Advisory LLC4,636$685K0.18%-8113F-HRTimeline
Nicholas Hoffman & Company, LLC.4,630$684K0.01%013F-HRTimeline
SageView Advisory Group, LLC4,623$683K0.02%+2513F-HRTimeline
Meridian Wealth Management, LLC4,618$682K0.02%-1213F-HRTimeline
GW HENSSLER & ASSOCIATES LTD4,588$678K0.03%-1,08813F-HRTimeline
Rockbridge Investment Management, LCC4,566$675K0.05%013F-HRTimeline
EPG Wealth Management LLC4,540$671K0.16%-4313F-HRTimeline
Flaharty Asset Management, LLC4,553$668K0.96%-54,77513F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …4,502$665K0.04%013F-HRTimeline
Montecito Bank & Trust4,490$663K0.1%013F-HRTimeline
American Wealth Advisors, LLC4,428$654K0.61%-14613F-HRTimeline
Avantax Planning Partners, Inc.4,422$653K0.02%-2413F-HRTimeline
Yanni & Associates Investment Advisors,…4,400$650K0.6%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,394$649K0.64%013F-HRTimeline
BAILARD, INC.4,383$648K0.01%013F-HRTimeline
Triangle Securities Wealth Management4,292$634K0.13%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COOKSON PEIRCE & CO INC4,274$631K0.02%+10813F-HRTimeline
Weinberger Asset Management, Inc4,250$628K0.2%-19213F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,179$617K0.04%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,175$617K0.01%013F-HRTimelineGroup
First Citizens Asset Management, Inc.4,151$613K0.2%-1,19213F-HRTimeline