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Disclosery

IJJ ISHARES TR

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SHS (fund)

820 managers (828 13F filers) reported a position in IJJ shares at 2024-12-31, 44,247,938 shares in all. 55 filers opened a position and 25 filers sold out during the quarter.

Managers
820
13F filers
828
New
55
Added
228
Reduced
258
Sold out
25
Shares held by filers
44,247,938

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
Avior Wealth Management, LLC17,141$2.14M0.08%-16413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,138$2.14M<0.01%+8,74613F-HRTimelineGroup
Pinnacle Bancorp, Inc.17,121$2.14M0.7%+6513F-HRTimeline
Kingsview Wealth Management, LLC17,008$2.13M0.04%-2,46113F-HRTimeline
Stordahl Capital Management, Inc.16,671$2.08M0.49%-4913F-HRTimeline
NorthCoast Asset Management LLC16,600$2.07M0.01%+5,07313F-HR/ATimeline
Heritage Wealth Management, Inc. /CA/16,511$2.06M1.76%+3,78913F-HRTimeline
Heck Capital Advisors, LLC16,275$2.03M0.23%-3,60313F-HR/ATimeline
Opes Wealth Management LLC16,171$2.02M0.41%+31913F-HRTimeline
Breakwater Capital Group16,123$2.01M0.4%+13713F-HRTimeline
Allegheny Financial Group15,903$1.99M0.51%+113F-HRTimeline
SOA Wealth Advisors, LLC.15,700$1.96M0.36%-7413F-HR/ATimeline
Caldwell Trust Co15,535$1.94M0.2%013F-HRTimeline
BLAIR WILLIAM & CO/IL15,394$1.92M0.01%-48813F-HRTimeline
Clearstead Advisors, LLC15,063$1.88M0.03%+2013F-HRTimeline
Financial Advocates Investment Manageme…14,973$1.87M0.11%+5913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,919$1.87M<0.01%+53313F-HRTimelineGroup
Park Place Capital Corp14,871$1.86M0.52%-35613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,853$1.86M0.02%+14413F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC14,829$1.85M0.05%+12,40913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC14,810$1.85M0.54%13F-HRTimeline
Novak & Powell Financial Services, Inc.14,721$1.84M1.1%-5913F-HRTimeline
ROMAN BUTLER FULLERTON & CO13,787$1.8M0.57%new13F-HRTimeline
Cornerstone Advisory, LLC14,000$1.79M0.2%013F-HRTimeline
C2C Wealth Management, LLC14,084$1.76M1.63%013F-HRTimeline
PACIFIC FINANCIAL GROUP INC14,074$1.76M1.3%-28513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,073$1.76M0.04%+1,61713F-HRTimelineGroup
Columbia Bank13,932$1.76M0.61%+4,68913F-HRTimeline
Innovative Wealth Building LLC13,749$1.72M1.55%13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,676$1.71M1.58%13F-HRTimeline
Rodgers & Associates, LTD13,639$1.7M0.2%+1,97613F-HRTimeline
Chicago Partners Investment Group LLC13,463$1.69M0.06%+2213F-HRTimeline
Stenger Family Office, LLC13,379$1.67M0.57%13F-HRTimeline
Shakespeare Wealth Management, LLC13,266$1.66M0.45%-3113F-HRTimeline
Corundum Trust Company, INC13,166$1.65M4.94%-41813F-HRTimeline
American Trust13,155$1.64M0.13%+3,82213F-HRTimeline
WHITTIER TRUST CO13,056$1.63M0.02%+16813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…12,924$1.61M0.46%-45213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO12,745$1.59M0.03%+2,08013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,649$1.58M+4,524Timeline
VICUS CAPITAL12,598$1.57M0.14%-84613F-HRTimeline
Valmark Advisers, Inc.12,543$1.57M0.02%-1013F-HRTimeline
EP Wealth Advisors, LLC12,539$1.57M0.01%+5,86413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …12,468$1.56M0.13%new13F-HR/ATimeline
Strategic Blueprint, LLC12,445$1.56M0.09%-33613F-HRTimeline
Pure Financial Advisors, LLC12,442$1.55M0.04%-39313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,318$1.54M0.12%-1813F-HRTimeline
RENASANT BANK12,239$1.53M0.99%-51113F-HRTimeline
NWAM LLC12,211$1.53M0.09%-7713F-HRTimeline
BANK OF STOCKTON12,186$1.52M0.46%-44213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,991$1.5M<0.01%+8513F-HRTimelineGroup
Independent Advisor Alliance11,980$1.5M0.02%new13F-HRTimeline
Crescent Grove Advisors, LLC11,976$1.5M0.15%+31613F-HRTimeline
Peregrine Asset Advisers, Inc.11,943$1.49M0.55%-1613F-HRTimeline
Wellspring Financial Advisors, LLC11,919$1.49M0.16%-2,66013F-HRTimeline
AlphaCore Capital LLC11,819$1.48M0.32%+10,73013F-HRTimeline
Bangor Savings Bank11,793$1.47M0.14%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC11,738$1.47M<0.01%-53713F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…11,638$1.45M0.05%013F-HRTimelineGroup
BlueChip Wealth Advisors LLC11,553$1.44M0.8%-39213F-HRTimeline
ACAS, LLC10,983$1.42M1.05%-10013F-HRTimeline
Advisory Services Network, LLC11,324$1.42M0.03%-1,62113F-HRTimeline
AMG National Trust Bank11,363$1.42M0.04%-6013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,219$1.4M0.06%-48513F-HRTimelineGroup
First Horizon Advisors, Inc.11,113$1.39M0.04%-6613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…11,075$1.38M0.04%+20113F-HRTimelineGroup
OneDigital Investment Advisors LLC11,061$1.38M0.02%-90813F-HRTimeline
Claro Advisors Inc.10,961$1.37M0.19%-59713F-HRTimeline
AFT, FORSYTH & COMPANY, INC.10,799$1.35M0.66%-14413F-HRTimeline
Keel Point, LLC10,795$1.35M0.11%-41113F-HRTimeline
SIMON QUICK ADVISORS, LLC10,709$1.34M0.08%013F-HRTimeline
OLD NATIONAL BANCORP /IN/10,394$1.3M0.03%new13F-HRTimeline
MidAtlantic Capital Management, Inc.10,190$1.27M0.93%+28813F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.10,005$1.25M0.18%+33513F-HRTimeline
Blackston Financial Advisory Group, LLC9,889$1.24M0.62%-36513F-HRTimeline
FAS Wealth Partners, Inc.9,773$1.22M0.1%+2813F-HRTimeline
WealthShield Partners, LLC9,672$1.21M0.17%-15813F-HRTimeline
ALLIANCEBERNSTEIN L.P.9,568$1.2M<0.01%+8013F-HRTimeline
Financial Partners Group, Inc9,487$1.19M0.17%-5013F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,466$1.18M0.04%+2,89613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.9,408$1.18M0.34%-3,90313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,391$1.17M<0.01%-3,01613F-HRTimelineGroup
CW Advisors, LLC9,379$1.17M0.02%-33613F-HRTimeline
AssuredPartners Investment Advisors, LLC9,335$1.17M0.23%13F-HRTimeline
ANDERSON HOAGLAND & CO8,966$1.16M0.12%013F-HRTimeline
Composition Wealth, LLC9,225$1.15M0.02%-55413F-HRTimeline
Sather Financial Group Inc9,190$1.15M0.07%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC8,966$1.12M0.11%013F-HRTimeline
Essex LLC8,824$1.1M0.23%-18213F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,695$1.09M0.05%-31213F-HR/ATimeline
Bremer Bank National Association8,588$1.07M0.21%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources8,473$1.06M<0.01%+1,20013F-HRTimelineGroup
Beacon Pointe Advisors, LLC8,472$1.06M0.01%+2,99713F-HRTimeline
Cresset Asset Management, LLC8,473$1.06M0.01%-7,22813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,461$1.06M0.09%+14613F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,452$1.06M0.02%+26513F-HRTimelineGroup
TAGStone Capital, Inc.8,202$1.02M0.5%+4213F-HRTimeline
Houlihan Financial Resource Group, Ltd.7,955$994K0.42%+113F-HRTimeline
Finley Financial, LLC7,760$992K0.52%13F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.7,933$991K0.56%+4,12513F-HRTimeline
NewEdge Advisors, LLC7,861$982K0.01%+58813F-HRTimeline
HAZLETT, BURT & WATSON, INC.7,777$971K0.43%+10013F-HRTimeline
CWM, LLCin group CWM, LLC7,731$966K<0.01%+2,87913F-HRTimelineGroup
Hirtle & Co., LLC7,700$962K0.04%013F-HRTimeline
SYNOVUS FINANCIAL CORP7,494$937K0.01%+2813F-HRTimeline
Venture Visionary Partners LLC7,484$935K0.04%+14713F-HR/ATimeline
MassMutual Private Wealth & Trust, FSB7,431$929K0.03%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,428$928K0.01%-19013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…7,330$916K0.28%013F-HRTimeline
Objective Capital Management, LLC7,299$912K0.61%-57213F-HRTimeline
Aspire Growth Partners LLC7,258$907K0.89%13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.7,222$902K0.11%+21313F-HRTimeline
Smith Anglin Financial, LLC7,195$899K0.08%-27313F-HRTimeline
Meridian Financial Advisors, LLC7,138$892K0.62%+1313F-HRTimeline
Alexis Investment Partners, LLC7,128$891K0.44%13F-HRTimeline
Mystic Asset Management, Inc.7,000$875K0.23%013F-HRTimeline
StoneCrest Wealth Management, Inc.6,924$865K0.56%-13513F-HRTimeline
Narwhal Capital Management6,923$865K0.08%013F-HRTimeline
JMG Financial Group, Ltd.6,784$848K0.03%013F-HRTimeline
Nemes Rush Group LLC6,765$845K0.1%013F-HRTimeline
World Investment Advisors6,711$839K0.02%-171,09813F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO6,689$836K0.02%+6413F-HRTimeline
Matthew Goff Investment Advisor, LLC6,655$832K0.15%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,648$831K0.25%013F-HRTimeline
MainStreet Investment Advisors LLC6,633$829K0.12%013F-HRTimeline
Connecticut Wealth Management, LLC6,594$824K0.04%-37213F-HRTimeline
Cambridge Financial Group, LLC6,588$823K0.35%+413F-HRTimeline
&PARTNERS6,546$821K0.01%-1613F-HRTimeline
Global Retirement Partners, LLC6,518$814K0.02%-55613F-HRTimeline
Texas Capital Bank Wealth Management Se…6,500$812K0.08%013F-HRTimeline
First Command Advisory Services, Inc.6,465$808K0.01%-66913F-HRTimeline
Cadence Bank6,394$799K0.05%-12613F-HRTimeline
Thomasville National Bank6,381$797K0.06%+30913F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,350$793K0.1%013F-HRTimeline
Global Trust Asset Management, LLC6,339$792K0.3%-4013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,307$788K<0.01%+2013F-HRTimelineGroup
Harbour Capital Advisors, LLC6,120$768K0.17%-13013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…6,109$763K0.19%013F-HRTimeline
MONECO ADVISORS, LLC5,996$749K0.08%-1113F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC5,935$742K0.48%013F-HRTimeline
Axis Wealth Partners, LLC5,881$735K0.62%13F-HRTimeline
Weinberger Asset Management, Inc5,869$733K0.31%-16813F-HRTimeline
HRT FINANCIAL LP5,872$733K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,865$733K0.07%+3713F-HRTimeline
Independence Bank of Kentucky5,828$728K0.11%013F-HRTimeline
Bay Capital Advisors, LLC5,797$724K0.58%13F-HRTimeline
BRIGHTON JONES LLC5,797$724K0.02%+1,98813F-HR/ATimeline
BOSTON FAMILY OFFICE LLC5,789$723K0.05%-46313F-HRTimeline
Pinnacle Family Advisors, LLC5,745$718K0.35%-1413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,683$710K0.02%+44713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,626$703K0.01%-20613F-HRTimelineGroup
Beirne Wealth Consulting Services, LLC5,587$698K0.25%-2,60013F-HRTimeline
Turning Point Benefit Group, Inc.5,548$693K0.66%13F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC5,536$692K0.05%+11613F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…5,503$688K0.24%+2813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,500$687K0.02%-24813F-HRTimeline
Robertson Stephens Wealth Management, L…5,484$685K0.02%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,460$682K0.02%-27913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,417$676K0.02%+513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,292$661K<0.01%+3,56813F-HRTimelineGroup
Cambridge Advisors Inc.5,179$647K0.14%013F-HRTimeline
First Citizens Asset Management, Inc.5,169$646K0.24%-30713F-HR/ATimeline
SAXON INTERESTS, INC.5,155$644K0.28%-513F-HRTimeline
HANCOCK WHITNEY CORP5,126$641K0.02%+11713F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,048$631K0.01%+17013F-HRTimeline
DAVIDSON TRUST CO5,042$630K0.32%-20513F-HRTimeline
SageView Advisory Group, LLC4,915$614K0.03%new13F-HRTimeline
Integras Partners LLC4,891$611K0.52%13F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC4,881$610K0.32%013F-HRTimeline
EARNEST PARTNERS LLC4,856$607K<0.01%new13F-HRTimeline
Total Wealth Planning, LLC4,830$604K0.09%013F-HRTimeline
AWM CAPITAL, LLC4,822$603K0.07%013F-HRTimeline
Avantax Planning Partners, Inc.4,819$602K0.02%+79313F-HRTimeline
Compound Planning, Inc.4,766$596K0.03%+1,96013F-HRTimeline
Roberts Financial Services LLC4,749$593K0.11%-20213F-HRTimeline
MSH Capital Advisors LLC4,725$590K0.19%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,709$588K0.07%-7613F-HRTimeline
EPG Wealth Management LLC4,678$585K0.15%+1913F-HRTimeline
ASPIRIANT, LLC4,664$583K0.02%-113F-HRTimeline
Rockbridge Investment Management, LCC4,659$582K0.07%+1,36013F-HRTimeline
Performance Wealth Partners, LLC4,625$578K0.02%013F-HRTimeline
FC Advisory LLC4,596$574K0.19%-2013F-HRTimeline
WEDBUSH SECURITIES INC4,573$571K0.02%-8413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,549$568K0.03%+10513F-HRTimeline
J.W. COLE ADVISORS, INC.4,547$568K0.02%+1013F-HRTimeline
BAILARD, INC.4,506$563K0.01%013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …4,502$563K0.05%013F-HRTimeline
Montecito Bank & Trust4,490$561K0.1%013F-HRTimeline
COOKSON PEIRCE & CO INC4,481$560K0.03%-25413F-HRTimeline
PRIVATE TRUST CO NA4,472$559K0.06%+2,14313F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…4,471$559K0.11%-15013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,470$559K0.02%-11713F-HRTimeline
IFG Advisory, LLC4,461$557K0.03%new13F-HRTimeline
Professional Financial Advisors, LLC4,436$554K0.14%+15513F-HRTimeline
UPTICK PARTNERS, LLC4,430$554K0.2%-47713F-HRTimeline
Fiduciary Alliance LLC4,424$553K0.06%+913F-HRTimeline
SeaCrest Wealth Management, LLC4,388$548K0.06%-4613F-HRTimeline
QUADRANT CAPITAL GROUP LLC4,342$543K0.04%-1,98713F-HRTimeline
PKS Advisory Services, LLC4,325$540K0.14%13F-HRTimeline
Capital Investment Advisors, LLC4,318$540K0.01%-91213F-HRTimeline