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Disclosery

IJJ ISHARES TR

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SHS (fund)

805 managers (814 13F filers) reported a position in IJJ shares at 2025-09-30, 43,896,685 shares in all. 44 filers opened a position and 45 filers sold out during the quarter.

Managers
805
13F filers
814
New
44
Added
220
Reduced
274
Sold out
45
Shares held by filers
43,896,685

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Almanack Investment Partners, LLC.17,145$2.22M0.34%013F-HRTimeline
SONATA CAPITAL GROUP INC16,990$2.2M0.81%-15013F-HRTimeline
Opes Wealth Management LLC16,971$2.2M0.39%-29013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC16,561$2.15M0.5%+1,05913F-HRTimeline
Avior Wealth Management, LLC16,446$2.13M0.07%-21613F-HRTimeline
Breakwater Capital Group16,263$2.11M0.31%-25413F-HRTimeline
Sageworth Trust Co16,072$2.08M0.1%-3,82313F-HRTimeline
POM Investment Strategies, LLC15,942$2.07M1.12%-6,33313F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV15,852$2.06M0.79%-66213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.15,729$2.04M<0.01%+81013F-HRTimelineGroup
Axis Wealth Partners, LLC15,411$2M1.17%+3,81313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO15,373$1.99M0.04%-38013F-HRTimeline
Kingsview Wealth Management, LLC15,297$1.98M0.03%-33213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,978$1.94M0.03%-71713F-HRTimelineGroup
Caldwell Trust Co14,647$1.9M0.18%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC14,629$1.9M0.02%013F-HRTimeline
GC Wealth Management RIA, LLC14,154$1.84M0.06%-1,57713F-HRTimeline
Pinnacle Bancorp, Inc.14,124$1.83M0.54%-1,44113F-HRTimeline
ALLIANCEBERNSTEIN L.P.14,108$1.83M<0.01%+99313F-HRTimeline
Cornerstone Advisory, LLC14,000$1.82M0.18%013F-HRTimeline
C2C Wealth Management, LLC13,974$1.81M1.56%013F-HRTimeline
BLAIR WILLIAM & CO/IL13,973$1.81M<0.01%-30513F-HRTimeline
NorthCoast Asset Management LLC13,922$1.81M0.01%-83813F-HRTimeline
Caprock Group, LLC13,838$1.8M0.04%13F-HRTimeline
Pure Financial Advisors, LLC13,909$1.8M0.03%-14713F-HRTimeline
Rodgers & Associates, LTD13,794$1.79M0.18%+20813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13,655$1.77M0.04%-21413F-HRTimeline
Arkadios Wealth Advisors13,514$1.75M0.04%-14213F-HRTimeline
Clearstead Advisors, LLC13,452$1.74M0.03%+78513F-HRTimeline
Novak & Powell Financial Services, Inc.13,429$1.74M0.92%+7,62413F-HRTimeline
Sowell Financial Services LLC13,227$1.72M0.07%+1,40213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,208$1.71M<0.01%013F-HRTimelineGroup
Stenger Family Office, LLC13,067$1.71M0.35%-6113F-HRTimeline
Corundum Trust Company, INC13,166$1.71M3.7%013F-HRTimeline
WHITTIER TRUST CO12,936$1.7M0.02%-6213F-HRTimeline
Berman McAleer LLC13,024$1.69M0.24%13F-HRTimeline
SOA Wealth Advisors, LLC.12,885$1.67M0.29%-87713F-HRTimeline
&PARTNERS12,877$1.67M0.01%-1,95913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.12,864$1.67M1.22%-53413F-HRTimeline
Shakespeare Wealth Management, LLC12,834$1.66M0.38%013F-HRTimeline
CWM, LLCin group CWM, LLC12,733$1.65M<0.01%-3,02713F-HRTimelineGroup
American Trust12,684$1.65M0.14%-1313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…12,309$1.6M0.28%-93913F-HRTimeline
Bangor Savings Bank12,142$1.58M0.13%+34913F-HRTimeline
Valmark Advisers, Inc.12,102$1.57M0.02%-4313F-HRTimeline
Chicago Partners Investment Group LLC12,088$1.57M0.04%+1813F-HRTimeline
VICUS CAPITAL12,045$1.56M0.12%-7413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…11,867$1.54M0.04%+23013F-HRTimelineGroup
Accurate Wealth Management, LLC11,858$1.54M0.2%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC11,749$1.52M0.1%-12713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,742$1.52M<0.01%-9413F-HRTimelineGroup
Crescent Grove Advisors, LLC11,694$1.52M0.15%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.11,659$1.51M0.2%+90313F-HRTimeline
Peregrine Asset Advisers, Inc.11,449$1.49M0.45%-13713F-HRTimeline
PACIFIC FINANCIAL GROUP INC11,296$1.47M1.09%-6713F-HRTimeline
AE Wealth Management LLC11,030$1.43M0.01%-1,75913F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.10,830$1.4M0.69%+2,36513F-HRTimeline
AFT, FORSYTH & COMPANY, INC.10,814$1.4M0.67%+513F-HRTimeline
Turning Point Benefit Group, Inc.10,749$1.4M0.84%+7,25413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,660$1.38M0.02%+913F-HRTimelineGroup
Keel Point, LLC10,657$1.38M0.09%013F-HRTimeline
MidAtlantic Capital Management, Inc.10,441$1.35M0.92%013F-HRTimeline
SIMON QUICK ADVISORS, LLC10,424$1.35M0.06%-16013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,200$1.32M0.25%+28813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC10,142$1.32M0.01%+5,44613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,978$1.29M0.04%+3713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources9,859$1.28M<0.01%-4,90113F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…9,844$1.28M0.11%-6,62913F-HRTimeline
NWAM LLC9,802$1.27M0.07%013F-HR/ATimeline
Wellspring Financial Advisors, LLC9,785$1.27M0.12%013F-HRTimeline
NewEdge Advisors, LLC9,748$1.26M0.01%-34813F-HRTimeline
Beacon Pointe Advisors, LLC9,570$1.24M0.01%+1,51513F-HRTimeline
HighMark Wealth Management LLC9,287$1.2M0.53%-19913F-HRTimeline
OneDigital Investment Advisors LLC9,131$1.18M0.01%-1,62713F-HRTimeline
Financial Partners Group, Inc9,057$1.17M0.15%-1213F-HRTimeline
CARDIFF PARK ADVISORS, LLC8,966$1.16M0.09%013F-HRTimeline
ANDERSON HOAGLAND & CO8,966$1.16M0.1%013F-HRTimeline
AMG National Trust Bank8,843$1.15M0.03%-2,64013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,819$1.14M0.04%+5713F-HRTimeline
Fulton Bank, N.A.8,726$1.13M0.04%+1,72613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding8,696$1.13M-759Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC8,649$1.12M<0.01%+1,01713F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.8,634$1.12M0.4%+25313F-HRTimeline
Essex LLC8,573$1.11M0.2%-413F-HRTimeline
Park Place Capital Corp8,568$1.11M0.23%-1,19913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…8,527$1.11M0.02%+2713F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC8,485$1.1M0.07%013F-HRTimeline
FAS Wealth Partners, Inc.8,435$1.09M0.07%-33313F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management8,310$1.08M0.15%-36213F-HRTimelineGroup
TAGStone Capital, Inc.8,304$1.08M0.43%+3613F-HRTimeline
HRT FINANCIAL LP8,073$1.05M<0.01%+3,51913F-HRTimeline
Innovative Wealth Building LLC8,014$1.04M0.81%-3,79613F-HRTimeline
BANK OF STOCKTON7,914$1.03M0.29%-50113F-HRTimeline
SYNOVUS FINANCIAL CORP7,767$1.01M0.01%+11613F-HRTimeline
Private Wealth Asset Management, LLC7,768$1.01M0.12%-20013F-HRTimeline
Finley Financial, LLC7,760$1.01M0.47%013F-HRTimeline
Schneider Downs Wealth Management Advis…7,743$1M0.12%013F-HRTimeline
WealthShield Partners, LLC7,646$992K0.11%-18013F-HRTimeline
Aspire Growth Partners LLC7,604$986K0.72%+15913F-HRTimeline
Quantinno Capital Management LP7,571$982K<0.01%+2,01413F-HRTimeline
SCS Capital Management LLC7,546$979K0.01%+2713F-HRTimeline
Compound Planning, Inc.7,388$958K0.03%-2013F-HRTimeline
MassMutual Private Wealth & Trust, FSB7,346$953K0.02%-8513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,338$952K0.01%+10613F-HR/ATimelineGroup
Atlantic Edge Private Wealth Management…7,295$946K0.24%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC7,277$944K0.15%-130,83113F-HRTimeline
JMG Financial Group, Ltd.7,216$936K0.03%+74513F-HRTimeline
RENASANT BANK7,190$933K0.59%-48913F-HRTimeline
Mystic Asset Management, Inc.7,000$908K0.21%013F-HRTimeline
Narwhal Capital Management6,923$898K0.07%013F-HRTimeline
DAVIDSON TRUST CO6,900$895K0.37%+58313F-HRTimeline
BRIGHTON JONES LLC6,715$871K0.02%+1,67313F-HRTimeline
Matthew Goff Investment Advisor, LLC6,655$863K0.15%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,648$862K0.21%013F-HRTimeline
Global Retirement Partners, LLC6,646$862K0.02%+213F-HRTimeline
Meridian Financial Advisors, LLC6,637$861K0.48%-37413F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,625$859K<0.01%+1913F-HRTimelineGroup
MainStreet Investment Advisors LLC6,588$855K0.11%-4513F-HRTimeline
Venture Visionary Partners LLC6,572$853K0.03%-92013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.6,513$845K0.09%-41413F-HRTimeline
StoneCrest Wealth Management, Inc.6,443$836K0.37%-5113F-HRTimeline
Beirne Wealth Consulting Services, LLC6,386$828K0.2%013F-HRTimeline
Cambridge Financial Group, LLC6,384$828K0.27%-28013F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,350$824K0.08%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC6,313$819K0.02%-1,65113F-HRTimeline
Composition Wealth, LLC6,307$818K0.01%-65113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,262$812K0.07%-60313F-HRTimeline
Cresset Asset Management, LLC6,242$810K<0.01%-7113F-HR/ATimeline
Cadence Bank6,136$796K0.05%-3313F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…6,109$792K0.15%013F-HRTimeline
Harbour Capital Advisors, LLC6,080$789K0.16%-4013F-HRTimeline
Claro Advisors Inc.6,039$783K0.11%-72713F-HRTimeline
RFG Advisory, LLC6,037$783K0.02%+1,96813F-HRTimeline
EVOKE WEALTH, LLC6,018$781K0.02%-1,88213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,922$768K0.02%+25713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,896$765K0.01%+26413F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.5,881$763K0.01%+3,62013F-HRTimeline
PRIVATE TRUST CO NA5,847$758K0.07%+95813F-HRTimeline
Independence Bank of Kentucky5,828$756K0.1%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,827$756K0.02%-36213F-HRTimeline
Bay Capital Advisors, LLC5,797$752K0.49%013F-HRTimeline
J.W. COLE ADVISORS, INC.5,663$735K0.01%+6613F-HRTimeline
Krilogy Financial LLC5,740$735K0.03%new13F-HRTimeline
Blackston Financial Advisory Group, LLC5,574$723K0.43%-2,25213F-HR/ATimeline
Connecticut Wealth Management, LLC5,572$723K0.03%-38513F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC5,530$717K0.02%+3,74913F-HRTimeline
IFG Advisory, LLC5,509$715K0.03%+1,00613F-HRTimeline
Robertson Stephens Wealth Management, L…5,485$712K0.02%013F-HRTimeline
Thomasville National Bank5,454$707K0.04%+2313F-HRTimeline
Weinberger Asset Management, Inc5,422$703K0.25%-26913F-HRTimeline
GREAT LAKES ADVISORS, LLC5,418$703K0.01%013F-HRTimeline
WESBANCO BANK INC5,399$700K0.02%+1,31913F-HRTimeline
First Citizens Asset Management, Inc.5,345$693K0.25%+39513F-HR/ATimeline
FC Advisory LLC5,279$685K0.2%+1613F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC5,279$685K0.05%-20013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,234$679K0.01%+2513F-HRTimelineGroup
Pinnacle Family Advisors, LLC5,232$679K0.3%-20113F-HRTimeline
MONECO ADVISORS, LLC5,227$678K0.06%-85413F-HRTimeline
SAXON INTERESTS, INC.5,189$677K0.26%-613F-HRTimeline
PKS Advisory Services, LLC5,207$675K0.14%+16213F-HRTimeline
Cambridge Advisors Inc.5,147$668K0.13%-3213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,130$665K0.07%+9013F-HRTimeline
Strategic Blueprint, LLC5,103$662K0.03%+3,25113F-HRTimeline
Alexis Investment Partners, LLC5,043$654K0.26%-5013F-HRTimeline
Global Trust Asset Management, LLC4,960$643K0.29%-60413F-HRTimeline
Meridian Wealth Management, LLC4,935$640K0.02%+3,03613F-HRTimeline
SageView Advisory Group, LLC4,913$637K0.02%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC4,881$633K0.32%013F-HRTimeline
BAILARD, INC.4,857$630K0.01%013F-HRTimeline
Total Wealth Planning, LLC4,830$627K0.07%013F-HRTimeline
AWM CAPITAL, LLC4,822$626K0.06%013F-HRTimeline
Crestwood Advisors Group, LLC4,781$620K0.01%-65313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,742$615K0.01%-67613F-HRTimeline
MSH Capital Advisors LLC4,725$613K0.16%013F-HRTimeline
Professional Financial Advisors, LLC4,653$604K0.13%-23113F-HRTimeline
Fiduciary Alliance LLC4,634$601K0.04%+713F-HRTimeline
Nicholas Hoffman & Company, LLC.4,630$601K0.01%+32013F-HRTimeline
Performance Wealth Partners, LLC4,625$600K0.02%013F-HRTimeline
First Command Advisory Services, Inc.4,612$598K<0.01%-32113F-HRTimeline
American Wealth Advisors, LLC4,601$597K0.59%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,587$595K0.02%-16113F-HRTimelineGroup
Rockbridge Investment Management, LCC4,566$592K0.06%013F-HRTimeline
EPG Wealth Management LLC4,549$590K0.16%-19513F-HRTimeline
Montecito Bank & Trust4,520$586K0.09%13F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …4,502$584K0.04%013F-HRTimeline
Clark Capital Management Group, Inc.4,500$584K<0.01%+22113F-HRTimeline
Avantax Planning Partners, Inc.4,477$581K0.02%-1813F-HRTimeline
FIRST HORIZON CORP4,426$574K0.03%13F-HRTimeline
Purkiss Capital Advisors LLC4,386$569K0.27%+1,00613F-HRTimeline
PFG Advisors4,372$567K0.02%new13F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,363$566K0.02%013F-HRTimeline
TRUST CO OF VERMONT4,317$560K0.02%013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,294$557K0.55%+8913F-HRTimeline
Main Street Financial Solutions, LLC4,256$552K0.04%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,177$542K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,175$542K0.01%-45213F-HRTimelineGroup
Triangle Securities Wealth Management4,140$537K0.12%+25513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beaumont Financial Advisors, LLC4,123$535K0.04%013F-HRTimeline
Capital Investment Advisors, LLC4,072$528K0.01%+5313F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,069$528K0.03%-11013F-HRTimeline