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Disclosery

IJJ ISHARES TR

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SHS (fund)

808 managers (817 13F filers) reported a position in IJJ shares at 2025-06-30, 44,132,024 shares in all. 50 filers opened a position and 53 filers sold out during the quarter.

Managers
808
13F filers
817
New
50
Added
205
Reduced
316
Sold out
53
Shares held by filers
44,132,024

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Breakwater Capital Group16,517$2.04M0.33%+24113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV16,514$2.04M0.89%-7,29313F-HRTimeline
Texas Capital Bank Wealth Management Se…16,473$2.04M0.19%-4,32513F-HRTimeline
CWM, LLCin group CWM, LLC15,760$1.95M0.01%+7,83213F-HRTimelineGroup
FIRST CITIZENS BANK & TRUST CO15,753$1.95M0.04%+97213F-HRTimeline
GC Wealth Management RIA, LLC15,731$1.94M0.16%-2,18113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC15,695$1.94M0.04%-5,94213F-HRTimelineGroup
Kingsview Wealth Management, LLC15,629$1.93M0.03%-43413F-HRTimeline
Pinnacle Bancorp, Inc.15,565$1.92M0.59%-1,26013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,502$1.92M0.48%-57613F-HRTimeline
OLD NATIONAL BANCORP /IN/14,958$1.85M0.03%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,919$1.84M<0.01%-11413F-HRTimelineGroup
&PARTNERS14,836$1.83M0.01%+1,08213F-HRTimeline
NorthCoast Asset Management LLC14,760$1.82M0.01%-1,46713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,760$1.82M<0.01%+5,70113F-HRTimelineGroup
Caldwell Trust Co14,647$1.81M0.18%-65013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,629$1.81M0.02%-14413F-HRTimeline
BLAIR WILLIAM & CO/IL14,278$1.76M<0.01%-1,42413F-HRTimeline
Pure Financial Advisors, LLC14,056$1.74M0.03%+1,55613F-HRTimeline
Cornerstone Advisory, LLC14,000$1.73M0.19%013F-HRTimeline
C2C Wealth Management, LLC13,974$1.73M1.56%-8213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13,869$1.71M0.04%-4,11913F-HRTimeline
SOA Wealth Advisors, LLC.13,762$1.7M0.32%-1,96513F-HRTimeline
Arkadios Wealth Advisors13,656$1.69M0.05%+7,47713F-HRTimeline
Rodgers & Associates, LTD13,586$1.68M0.18%-18213F-HRTimeline
RIK SAYLOR FINANCIAL, INC.13,398$1.66M1.27%-43413F-HRTimeline
Stenger Family Office, LLC13,128$1.65M0.43%13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…13,248$1.64M0.4%+40213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,208$1.63M<0.01%013F-HRTimelineGroup
Corundum Trust Company, INC13,166$1.63M4.3%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.13,115$1.62M<0.01%+3,22313F-HRTimeline
WHITTIER TRUST CO12,998$1.61M0.02%-5813F-HRTimeline
Prospera Financial Services Inc12,837$1.59M0.03%-46,27413F-HRTimeline
Shakespeare Wealth Management, LLC12,834$1.59M0.42%-613F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.12,792$1.58M0.4%+1,69013F-HRTimeline
AE Wealth Management LLC12,789$1.58M0.01%-34,76613F-HRTimeline
EP Wealth Advisors, LLC12,779$1.58M0.01%+30613F-HRTimeline
American Trust12,697$1.57M0.15%+3,83613F-HRTimeline
Clearstead Advisors, LLC12,667$1.57M0.02%-2,41013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP12,615$1.56M0.1%-2,07713F-HRTimeline
Chicago Partners Investment Group LLC12,070$1.56M0.04%+1813F-HRTimeline
Accurate Wealth Management, LLC11,858$1.52M0.23%new13F-HRTimeline
Valmark Advisers, Inc.12,145$1.5M0.02%-9313F-HRTimeline
VICUS CAPITAL12,119$1.5M0.12%+36613F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC11,876$1.47M0.11%-44213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,836$1.46M<0.01%+49413F-HRTimelineGroup
Sowell Financial Services LLC11,825$1.46M0.06%+1,35013F-HRTimeline
Innovative Wealth Building LLC11,810$1.46M1.21%-1,39613F-HRTimeline
Bangor Savings Bank11,793$1.46M0.13%013F-HRTimeline
Crescent Grove Advisors, LLC11,694$1.45M0.14%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…11,637$1.44M0.04%-113F-HRTimelineGroup
Axis Wealth Partners, LLC11,598$1.43M0.94%+4,09413F-HRTimeline
Peregrine Asset Advisers, Inc.11,586$1.43M0.45%-6413F-HRTimeline
AMG National Trust Bank11,483$1.42M0.04%-2613F-HRTimeline
PACIFIC FINANCIAL GROUP INC11,363$1.4M1.1%-2,45113F-HRTimeline
AFT, FORSYTH & COMPANY, INC.10,809$1.34M0.68%+513F-HRTimeline
OneDigital Investment Advisors LLC10,758$1.33M0.01%-15913F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.10,756$1.33M0.19%+45113F-HRTimeline
ACAS, LLC10,289$1.32M0.89%-18513F-HRTimeline
Keel Point, LLC10,657$1.32M0.09%-9013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,651$1.32M0.03%-1713F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC10,584$1.31M0.07%-12513F-HR/ATimeline
MidAtlantic Capital Management, Inc.10,441$1.29M0.92%-14713F-HRTimeline
NewEdge Advisors, LLC10,096$1.25M0.01%+99313F-HRTimeline
Financial Advocates Investment Manageme…9,992$1.23M0.1%-2,25213F-HRTimeline
Park Place Capital Corp9,767$1.23M0.28%-4,25013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,941$1.23M0.04%-73013F-HRTimelineGroup
PRESILIUM PRIVATE WEALTH, LLC9,912$1.22M0.25%-5,07513F-HRTimeline
NWAM LLC9,802$1.21M0.07%+6,73613F-HR/ATimeline
First Horizon Advisors, Inc.9,826$1.21M0.03%-1,02013F-HRTimeline
Wellspring Financial Advisors, LLC9,785$1.21M0.12%-2,13413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,620$1.19M<0.01%-8,01013F-HRTimelineGroup
HighMark Wealth Management LLC9,486$1.17M0.57%+9,14713F-HRTimeline
CW Advisors, LLC9,469$1.17M0.01%-1013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding9,455$1.17M-95Timeline
Sather Financial Group Inc9,190$1.14M0.07%013F-HRTimeline
Financial Partners Group, Inc9,069$1.12M0.15%-24013F-HRTimeline
CARDIFF PARK ADVISORS, LLC8,966$1.11M0.1%013F-HRTimeline
ANDERSON HOAGLAND & CO8,966$1.11M0.11%013F-HRTimeline
FAS Wealth Partners, Inc.8,768$1.08M0.08%+8613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,762$1.08M0.04%+3613F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management8,672$1.07M0.16%013F-HRTimelineGroup
Ramiah Investment Group8,671$1.07M1.15%new13F-HRTimeline
Essex LLC8,577$1.06M0.21%-10213F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,500$1.05M0.02%-11413F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC8,485$1.05M0.08%013F-HRTimeline
BANK OF STOCKTON8,415$1.04M0.31%-83413F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,381$1.04M0.42%-56713F-HRTimeline
TAGStone Capital, Inc.8,268$1.02M0.42%+3513F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.8,465$1.01M0.57%013F-HRTimeline
Beacon Pointe Advisors, LLC8,055$995K0.01%-26613F-HRTimeline
Private Wealth Asset Management, LLC7,968$985K0.13%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,964$984K0.03%+5113F-HRTimeline
EVOKE WEALTH, LLC7,900$976K0.02%new13F-HRTimeline
WealthShield Partners, LLC7,826$967K0.12%-1,84613F-HRTimeline
Blackston Financial Advisory Group, LLC7,826$967K0.6%-1,39113F-HR/ATimeline
RENAISSANCE TECHNOLOGIES LLC7,800$964K<0.01%-8,00013F-HRTimeline
Houlihan Financial Resource Group, Ltd.7,727$959K0.4%+113F-HRTimeline
Finley Financial, LLC7,760$959K0.48%013F-HRTimeline
Schneider Downs Wealth Management Advis…7,743$957K0.14%+3,91513F-HRTimeline
RENASANT BANK7,679$949K0.63%-3,99513F-HRTimeline
SYNOVUS FINANCIAL CORP7,651$946K0.01%+12713F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,632$943K<0.01%-11,86913F-HRTimelineGroup
SCS Capital Management LLC7,519$929K0.01%+2613F-HRTimeline
Venture Visionary Partners LLC7,492$926K0.03%-9613F-HRTimeline
Aspire Growth Partners LLC7,445$920K0.75%+21313F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,431$918K0.02%013F-HRTimeline
Compound Planning, Inc.7,408$915K0.03%-2313F-HRTimeline
Atlantic Edge Private Wealth Management…7,295$902K0.25%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,232$894K0.01%+3013F-HR/ATimelineGroup
Summit Financial, LLC7,096$877K0.02%+5,18113F-HRTimeline
Meridian Financial Advisors, LLC7,011$866K0.56%-12813F-HRTimeline
Fulton Bank, N.A.7,000$865K0.03%+1,77013F-HRTimeline
Mystic Asset Management, Inc.7,000$865K0.21%013F-HRTimeline
Composition Wealth, LLC6,958$860K0.01%+47913F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.6,927$856K0.1%-27913F-HRTimeline
Narwhal Capital Management6,923$856K0.07%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,865$848K0.08%+1,00013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,856$847K0.04%-55013F-HRTimelineGroup
Claro Advisors Inc.6,766$836K0.14%-3,83313F-HRTimeline
New Age Alpha Advisors, LLC6,740$833K0.04%-20613F-HRTimeline
Cambridge Financial Group, LLC6,664$823K0.31%+413F-HRTimeline
Matthew Goff Investment Advisor, LLC6,655$822K0.15%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,648$822K0.22%013F-HRTimeline
Global Retirement Partners, LLC6,644$821K0.02%13F-HRTimeline
MainStreet Investment Advisors LLC6,633$820K0.11%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,606$816K<0.01%-6513F-HRTimelineGroup
StoneCrest Wealth Management, Inc.6,494$803K0.38%-16313F-HRTimeline
JMG Financial Group, Ltd.6,471$800K0.02%-21113F-HRTimeline
Beirne Wealth Consulting Services, LLC6,386$789K0.26%-36813F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,350$785K0.09%013F-HRTimeline
DAVIDSON TRUST CO6,317$781K0.36%+1,28513F-HRTimeline
Cresset Asset Management, LLC6,313$780K<0.01%-1,60313F-HR/ATimeline
Harbour Capital Advisors, LLC6,120$780K0.16%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,189$765K0.02%-9,18613F-HRTimeline
Cadence Bank6,169$762K0.05%-2013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…6,109$755K0.16%013F-HRTimeline
MONECO ADVISORS, LLC6,081$751K0.07%-53113F-HRTimeline
Connecticut Wealth Management, LLC5,957$736K0.04%013F-HRTimeline
Independence Bank of Kentucky5,828$720K0.1%013F-HRTimeline
Novak & Powell Financial Services, Inc.5,805$717K0.5%-7,35213F-HRTimeline
Bay Capital Advisors, LLC5,797$716K0.55%013F-HRTimeline
Weinberger Asset Management, Inc5,691$703K0.27%+1213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,665$700K0.02%-113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,632$696K0.01%-33713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,597$692K0.01%+2,23513F-HRTimeline
Global Trust Asset Management, LLC5,564$688K0.37%-76013F-HRTimeline
Quantinno Capital Management LP5,557$687K<0.01%-10213F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…5,547$686K0.22%+2313F-HRTimeline
Robertson Stephens Wealth Management, L…5,485$678K0.02%+113F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC5,479$677K0.05%-6413F-HRTimeline
Crestwood Advisors Group, LLC5,434$672K0.01%+76213F-HRTimeline
Pinnacle Family Advisors, LLC5,433$671K0.33%-16113F-HRTimeline
Thomasville National Bank5,431$671K0.05%-95013F-HRTimeline
GREAT LAKES ADVISORS, LLC5,418$670K0.01%-3413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,418$670K0.01%-1313F-HRTimeline
Arax Advisory Partners5,330$665K0.03%-1,46813F-HRTimeline
Fund Evaluation Group, LLC5,300$655K0.03%013F-HRTimeline
FC Advisory LLC5,263$650K0.2%+76713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,209$643K0.01%-55813F-HRTimelineGroup
Cambridge Advisors Inc.5,179$640K0.13%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5,163$638K0.02%-7,75313F-HRTimelineGroup
Smith Anglin Financial, LLC5,093$629K0.06%-1,91513F-HRTimeline
Alexis Investment Partners, LLC5,093$629K0.27%-1,36713F-HRTimeline
SageView Advisory Group, LLC4,913$626K0.02%013F-HRTimeline
PKS Advisory Services, LLC5,045$623K0.16%-9613F-HRTimeline
BRIGHTON JONES LLC5,042$623K0.02%+77713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,040$623K0.07%+31813F-HRTimeline
SAXON INTERESTS, INC.5,195$622K0.29%013F-HRTimeline
First Citizens Asset Management, Inc.4,950$612K0.22%+3813F-HR/ATimeline
First Command Advisory Services, Inc.4,933$610K0.01%-36013F-HRTimeline
PRIVATE TRUST CO NA4,889$604K0.06%-52913F-HRTimeline
Professional Financial Advisors, LLC4,884$604K0.14%+45613F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC4,881$603K0.31%013F-HRTimeline
BAILARD, INC.4,857$600K0.01%+93113F-HRTimeline
Total Wealth Planning, LLC4,830$597K0.08%013F-HRTimeline
AWM CAPITAL, LLC4,822$596K0.06%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,748$587K0.02%-28313F-HRTimelineGroup
EPG Wealth Management LLC4,744$586K0.18%+1613F-HRTimeline
MSH Capital Advisors LLC4,725$584K0.17%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,696$580K<0.01%+1,32713F-HRTimeline
World Investment Advisors4,648$574K0.01%-217,73413F-HRTimeline
Orion Porfolio Solutions, LLC4,633$572K<0.01%-25513F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,627$572K0.01%+44513F-HRTimelineGroup
Fiduciary Alliance LLC4,627$572K0.04%+19613F-HRTimeline
Performance Wealth Partners, LLC4,625$572K0.02%013F-HRTimeline
Rockbridge Investment Management, LCC4,566$564K0.06%013F-HRTimeline
HRT FINANCIAL LP4,554$562K<0.01%new13F-HRTimeline
IFG Advisory, LLC4,503$557K0.03%+513F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …4,502$556K0.04%013F-HRTimeline
Avantax Planning Partners, Inc.4,495$556K0.02%-1413F-HRTimeline
BOSTON FAMILY OFFICE LLC4,370$540K0.04%-16613F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,363$539K0.02%013F-HRTimeline
UPTICK PARTNERS, LLC4,344$537K0.15%013F-HRTimeline
TRUST CO OF VERMONT4,317$533K0.03%-37413F-HRTimeline
Nicholas Hoffman & Company, LLC.4,310$533K0.01%new13F-HRTimeline
Clark Capital Management Group, Inc.4,279$529K<0.01%013F-HRTimeline
Main Street Financial Solutions, LLC4,256$526K0.04%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,179$516K0.03%-26513F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,177$516K0.04%-3913F-HRTimeline