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IJJ ISHARES TR

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SHS (fund)

812 managers (821 13F filers) reported a position in IJJ shares at 2025-03-31, 45,092,595 shares in all. 49 filers opened a position and 50 filers sold out during the quarter.

Managers
812
13F filers
821
New
49
Added
244
Reduced
269
Sold out
50
Shares held by filers
45,092,595

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Operose Advisors LLC17,695$2.12M0.7%-3013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC17,630$2.11M<0.01%+8,23913F-HRTimelineGroup
First Heartland Consultants, Inc.17,444$2.09M0.22%-10,18813F-HRTimeline
Farther Finance Advisors, LLC17,364$2.08M0.05%+16,31113F-HRTimeline
SONATA CAPITAL GROUP INC17,280$2.07M0.9%-20013F-HRTimeline
Heritage Wealth Management, Inc. /CA/17,248$2.07M1.76%+73713F-HRTimeline
IEQ CAPITAL, LLC17,148$2.05M0.02%new13F-HRTimeline
Almanack Investment Partners, LLC.17,145$2.05M0.41%013F-HRTimeline
Opes Wealth Management LLC16,971$2.03M0.41%+80013F-HRTimeline
Avior Wealth Management, LLC16,836$2.02M0.08%-30513F-HRTimeline
Pinnacle Bancorp, Inc.16,825$2.01M0.66%-29613F-HRTimeline
Stordahl Capital Management, Inc.16,668$2M0.47%-313F-HRTimeline
Allworth Financial LP17,389$1.99M0.01%-61013F-HRTimeline
Sigma Planning Corp16,353$1.96M0.06%-5,76213F-HRTimeline
Breakwater Capital Group16,276$1.95M0.35%+15313F-HRTimeline
NorthCoast Asset Management LLC16,227$1.94M0.01%-37313F-HR/ATimeline
Allegheny Financial Group16,175$1.94M0.5%+27213F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC16,078$1.93M0.54%+1,26813F-HRTimeline
Kingsview Wealth Management, LLC16,063$1.92M0.04%-94513F-HRTimeline
CoreCap Advisors, LLC16,020$1.92M0.08%+15,03113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC15,800$1.89M<0.01%+12,90013F-HRTimeline
SOA Wealth Advisors, LLC.15,727$1.88M0.39%+2713F-HRTimeline
BLAIR WILLIAM & CO/IL15,702$1.88M0.01%+30813F-HRTimeline
Belpointe Asset Management LLC15,413$1.85M0.1%+12,16813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC15,375$1.84M0.06%-3,76713F-HRTimeline
Caldwell Trust Co15,297$1.83M0.2%-23813F-HRTimeline
Clearstead Advisors, LLC15,077$1.81M0.03%+1413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC14,987$1.79M0.4%-3,95713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO14,781$1.77M0.04%+2,03613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,773$1.77M0.02%-8013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP14,692$1.76M0.13%new13F-HRTimeline
Harvest Investment Services, LLC14,658$1.76M0.49%new13F-HRTimeline
Modern Wealth Management, LLC14,482$1.73M0.06%new13F-HR/ATimeline
C2C Wealth Management, LLC14,056$1.68M1.58%-2813F-HRTimeline
Park Place Capital Corp14,017$1.68M0.45%-85413F-HRTimeline
Caprock Group, LLC13,838$1.66M0.05%new13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,832$1.66M1.46%+15613F-HRTimeline
PACIFIC FINANCIAL GROUP INC13,814$1.65M1.33%-26013F-HRTimeline
Rodgers & Associates, LTD13,768$1.65M0.2%+12913F-HRTimeline
&PARTNERS13,754$1.64M0.02%+7,20813F-HRTimeline
Cornerstone Advisory, LLC14,000$1.62M0.19%013F-HRTimeline
Innovative Wealth Building LLC13,206$1.58M1.46%-54313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,208$1.58M<0.01%+1,47013F-HRTimelineGroup
Corundum Trust Company, INC13,166$1.58M4.54%013F-HRTimeline
Novak & Powell Financial Services, Inc.13,157$1.58M0.98%-1,56413F-HRTimeline
Columbia Bank13,074$1.57M0.54%-85813F-HRTimeline
WHITTIER TRUST CO13,056$1.56M0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,033$1.56M<0.01%+11413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,916$1.55M0.05%+9,28713F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…12,846$1.54M0.42%-7813F-HRTimeline
Shakespeare Wealth Management, LLC12,840$1.54M0.41%-42613F-HRTimeline
Pure Financial Advisors, LLC12,500$1.5M0.03%+5813F-HRTimeline
EP Wealth Advisors, LLC12,473$1.49M0.01%-6613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC12,318$1.47M0.11%013F-HRTimeline
Advisory Services Network, LLC12,257$1.47M0.03%+93313F-HRTimeline
Financial Advocates Investment Manageme…12,244$1.47M0.1%-2,72913F-HRTimeline
Valmark Advisers, Inc.12,238$1.47M0.02%-30513F-HRTimeline
Prime Capital Investment Advisors, LLC12,209$1.46M0.02%+8,70113F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP12,100$1.45M<0.01%new13F-HRTimelineGroup
Wellspring Financial Advisors, LLC11,919$1.43M0.16%013F-HRTimeline
Bangor Savings Bank11,793$1.41M0.13%013F-HRTimeline
VICUS CAPITAL11,753$1.41M0.13%-84513F-HRTimeline
Chicago Partners Investment Group LLC12,052$1.4M0.05%-1,41113F-HRTimeline
Crescent Grove Advisors, LLC11,694$1.4M0.15%-28213F-HRTimeline
RENASANT BANK11,674$1.4M0.93%-56513F-HRTimeline
Peregrine Asset Advisers, Inc.11,650$1.39M0.52%-29313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…11,638$1.39M0.04%013F-HRTimelineGroup
AMG National Trust Bank11,509$1.38M0.04%+14613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,342$1.36M<0.01%-64913F-HRTimelineGroup
Whitaker-Myers Wealth Managers, LTD.11,102$1.33M0.37%+1,69413F-HRTimeline
Independent Solutions Wealth Management…10,994$1.32M0.29%new13F-HRTimeline
OneDigital Investment Advisors LLC10,917$1.31M0.02%-14413F-HRTimeline
First Horizon Advisors, Inc.10,846$1.3M0.04%-26713F-HRTimeline
AFT, FORSYTH & COMPANY, INC.10,804$1.29M0.7%+513F-HRTimeline
Keel Point, LLC10,747$1.29M0.1%-4813F-HRTimeline
SIMON QUICK ADVISORS, LLC10,709$1.28M0.07%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,671$1.28M0.05%-54813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,668$1.28M0.03%-40713F-HRTimelineGroup
Claro Advisors Inc.10,599$1.27M0.17%-36213F-HRTimeline
MidAtlantic Capital Management, Inc.10,588$1.27M1%+39813F-HRTimeline
Sowell Financial Services LLC10,475$1.25M0.06%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.10,305$1.23M0.18%+30013F-HRTimeline
ACAS, LLC10,474$1.2M0.92%-50913F-HRTimeline
ALLIANCEBERNSTEIN L.P.9,892$1.18M<0.01%+32413F-HRTimeline
WealthShield Partners, LLC9,672$1.16M0.15%013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,550$1.15M-3,099Timeline
CW Advisors, LLC9,479$1.14M0.01%+10013F-HRTimeline
AssuredPartners Investment Advisors, LLC9,383$1.12M0.22%+4813F-HRTimeline
FLOW TRADERS U.S. LLC9,362$1.12M0.05%new13F-HRTimeline
Financial Partners Group, Inc9,309$1.11M0.17%-17813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,300$1.11M<0.01%new13F-HRTimelineGroup
BANK OF STOCKTON9,249$1.11M0.35%-2,93713F-HRTimeline
Blackston Financial Advisory Group, LLC9,217$1.1M0.75%-67213F-HR/ATimeline
Sather Financial Group Inc9,190$1.1M0.07%013F-HRTimeline
NewEdge Advisors, LLC9,103$1.09M0.01%+1,24213F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources9,059$1.08M<0.01%+58613F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd8,978$1.07M0.02%new13F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC8,966$1.07M0.1%013F-HRTimeline
Bremer Bank National Association8,962$1.07M0.19%+37413F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,948$1.07M0.48%+1,17113F-HRTimeline
American Trust8,861$1.06M0.26%-4,29413F-HRTimeline
PINKERTON WEALTH, LLC8,827$1.06M0.14%new13F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,726$1.04M0.04%+3113F-HR/ATimeline
FAS Wealth Partners, Inc.8,682$1.04M0.08%-1,09113F-HRTimeline
Essex LLC8,679$1.04M0.23%-14513F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management8,672$1.04M0.17%13F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,614$1.03M0.02%+16213F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC8,485$1.02M0.08%+2413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.8,465$1.01M0.57%+53213F-HRTimeline
Beacon Pointe Advisors, LLC8,321$996K0.01%-15113F-HRTimeline
TAGStone Capital, Inc.8,233$986K0.49%+3113F-HRTimeline
Private Wealth Asset Management, LLC7,968$954K0.14%13F-HRTimeline
EARNEST PARTNERS LLC7,948$952K<0.01%+3,09213F-HRTimeline
CWM, LLCin group CWM, LLC7,928$949K<0.01%+19713F-HRTimelineGroup
Cresset Asset Management, LLC7,916$948K<0.01%-55713F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,913$947K0.03%-1,55313F-HRTimeline
MFA WEALTH ADVISORS, LLC7,901$946K0.23%new13F-HRTimeline
Atria Investments, Inc7,835$938K0.01%new13F-HRTimeline
ANDERSON HOAGLAND & CO8,966$931K0.11%013F-HRTimeline
Houlihan Financial Resource Group, Ltd.7,726$925K0.42%-22913F-HRTimeline
Venture Visionary Partners LLC7,588$909K0.04%+10413F-HRTimeline
Strategic Blueprint, LLC7,586$908K0.05%-4,85913F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC7,535$902K0.02%-17,50913F-HRTimeline
SYNOVUS FINANCIAL CORP7,524$901K0.01%+3013F-HRTimeline
Axis Wealth Partners, LLC7,504$898K0.66%+1,62313F-HRTimeline
SCS Capital Management LLC7,493$897K0.01%new13F-HR/ATimeline
Finley Financial, LLC7,760$890K0.5%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,431$890K0.03%013F-HRTimeline
Compound Planning, Inc.7,431$890K0.04%+2,66513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp7,406$887K0.04%+4,12113F-HRTimelineGroup
Atlantic Edge Private Wealth Management…7,295$873K0.27%-3513F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.7,206$863K0.11%-1613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,202$862K0.01%-22613F-HR/ATimelineGroup
Meridian Financial Advisors, LLC7,139$855K0.6%+113F-HRTimeline
Aspire Growth Partners LLC7,232$841K0.75%-2613F-HRTimeline
Smith Anglin Financial, LLC7,008$839K0.09%-18713F-HRTimeline
Mystic Asset Management, Inc.7,000$838K0.22%013F-HRTimeline
New Age Alpha Advisors, LLC6,946$832K0.04%new13F-HRTimeline
Narwhal Capital Management6,923$829K0.07%013F-HRTimeline
Arax Advisory Partners6,798$814K0.05%-166,72413F-HRTimeline
Nemes Rush Group LLC6,765$810K0.1%013F-HRTimeline
Beirne Wealth Consulting Services, LLC6,754$809K0.29%+1,16713F-HRTimeline
JMG Financial Group, Ltd.6,682$800K0.03%-10213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,671$799K<0.01%+36413F-HRTimelineGroup
StoneCrest Wealth Management, Inc.6,657$797K0.51%-26713F-HRTimeline
Cambridge Financial Group, LLC6,660$797K0.34%+7213F-HRTimeline
Matthew Goff Investment Advisor, LLC6,655$797K0.15%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,648$796K0.23%013F-HRTimeline
MainStreet Investment Advisors LLC6,633$794K0.12%013F-HRTimeline
MONECO ADVISORS, LLC6,612$792K0.08%+61613F-HR/ATimeline
Composition Wealth, LLC6,479$776K0.02%-2,74613F-HRTimeline
Alexis Investment Partners, LLC6,460$773K0.37%-66813F-HRTimeline
Thomasville National Bank6,381$764K0.06%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,350$760K0.09%013F-HRTimeline
Global Trust Asset Management, LLC6,324$757K0.46%-1513F-HRTimeline
Cadence Bank6,189$741K0.05%-20513F-HRTimeline
Arkadios Wealth Advisors6,179$740K0.03%new13F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…6,109$731K0.18%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,969$715K0.01%+34313F-HRTimelineGroup
Connecticut Wealth Management, LLC5,957$713K0.04%-63713F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC5,935$711K0.48%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,865$702K0.07%013F-HRTimeline
Independence Bank of Kentucky5,828$698K0.11%013F-HRTimeline
Bay Capital Advisors, LLC5,797$694K0.58%013F-HRTimeline
Harbour Capital Advisors, LLC6,120$693K0.17%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,767$690K0.01%+35013F-HRTimelineGroup
Weinberger Asset Management, Inc5,679$680K0.29%-19013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,666$678K0.02%-1713F-HRTimelineGroup
Quantinno Capital Management LP5,659$678K<0.01%+2,51813F-HRTimeline
Pinnacle Family Advisors, LLC5,594$670K0.36%-15113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC5,543$664K0.05%+713F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…5,524$661K0.24%+2113F-HRTimeline
HANCOCK WHITNEY CORP5,499$658K0.02%+37313F-HRTimeline
Robertson Stephens Wealth Management, L…5,484$657K0.02%013F-HRTimeline
GREAT LAKES ADVISORS, LLC5,452$653K0.01%-60,46913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,431$650K0.02%-6913F-HRTimeline
PRIVATE TRUST CO NA5,418$649K0.07%+94613F-HRTimeline
Fund Evaluation Group, LLC5,300$635K0.03%new13F-HRTimeline
First Command Advisory Services, Inc.5,293$634K0.01%-1,17213F-HRTimeline
NUANCE INVESTMENTS, LLC5,247$628K0.04%+2,51213F-HRTimeline
Fulton Bank, N.A.5,230$626K0.03%+2,03313F-HRTimeline
SAXON INTERESTS, INC.5,195$622K0.29%+4013F-HRTimeline
Cambridge Advisors Inc.5,179$620K0.14%013F-HRTimeline
PKS Advisory Services, LLC5,141$616K0.17%+81613F-HRTimeline
DAVIDSON TRUST CO5,032$602K0.29%-1013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,031$602K0.02%-42913F-HRTimelineGroup
SageView Advisory Group, LLC4,913$588K0.03%-213F-HRTimeline
First Citizens Asset Management, Inc.4,912$588K0.23%-25713F-HR/ATimeline
Orion Porfolio Solutions, LLC4,888$585K0.01%+1,50813F-HRTimeline
Orion Portfolio Solutions, LLC4,888$585K0.01%+1,50813F-HR/ATimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC4,881$584K0.31%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4,833$579K0.06%+1,23213F-HRTimeline
Total Wealth Planning, LLC4,830$578K0.09%013F-HRTimeline
AWM CAPITAL, LLC4,822$577K0.07%013F-HRTimeline
Integras Partners LLC4,740$567K0.51%-15113F-HRTimeline
EPG Wealth Management LLC4,728$566K0.16%+5013F-HRTimeline
MSH Capital Advisors LLC4,725$566K0.17%013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC4,722$565K0.07%+1313F-HRTimeline
TRUST CO OF VERMONT4,691$562K0.03%+37413F-HRTimeline
Crestwood Advisors Group, LLC4,672$559K0.01%+1,26813F-HRTimeline