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Disclosery

IJJ ISHARES TR

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SHS (fund)

831 managers (841 13F filers) reported a position in IJJ shares at 2025-12-31, 43,115,362 shares in all. 41 filers opened a position and 47 filers sold out during the quarter.

Managers
831
13F filers
841
New
41
Added
226
Reduced
288
Sold out
47
Shares held by filers
43,115,362

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Allworth Financial LP17,891$2.35M0.01%+15813F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC17,866$2.35M0.56%-45513F-HRTimeline
Operose Advisors LLC17,756$2.34M0.54%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC17,425$2.29M0.05%+3,77013F-HRTimeline
Stordahl Capital Management, Inc.17,424$2.29M0.47%+18913F-HRTimeline
&PARTNERS17,338$2.28M0.01%+4,46113F-HRTimeline
OLD NATIONAL BANCORP /IN/17,207$2.26M0.04%-20613F-HRTimeline
CWM, LLCin group CWM, LLC17,149$2.26M0.01%+4,41613F-HRTimelineGroup
Almanack Investment Partners, LLC.17,145$2.26M0.38%013F-HRTimeline
Opes Wealth Management LLC16,971$2.23M0.38%013F-HRTimeline
POM Investment Strategies, LLC16,829$2.21M1.14%+88713F-HRTimeline
VANCE WEALTH, LLC16,746$2.2M0.65%-1,00013F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,553$2.18M0.01%-61,50913F-HRTimelineGroup
Avior Wealth Management, LLC16,459$2.17M0.07%+1313F-HRTimeline
Breakwater Capital Group16,396$2.16M0.3%+13313F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC16,228$2.14M0.48%-33313F-HRTimeline
SONATA CAPITAL GROUP INC16,200$2.13M0.77%-79013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO16,117$2.12M0.04%+74413F-HRTimeline
Sageworth Trust Co16,072$2.11M0.09%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.15,773$2.08M<0.01%+1,66513F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV15,734$2.07M0.79%-11813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC15,391$2.03M0.01%+5,24913F-HRTimeline
Sowell Financial Services LLC15,335$2.02M0.07%+2,10813F-HRTimeline
Kingsview Wealth Management, LLC15,249$2.01M0.03%-4813F-HRTimeline
Pinnacle Bancorp, Inc.14,124$1.86M0.54%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.14,110$1.86M<0.01%-1,61913F-HRTimelineGroup
Caldwell Trust Co14,036$1.85M0.16%-61113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,014$1.84M0.03%-96413F-HRTimelineGroup
Cornerstone Advisory, LLC14,000$1.84M0.18%013F-HRTimeline
C2C Wealth Management, LLC13,946$1.84M1.55%-2813F-HRTimeline
Turning Point Benefit Group, Inc.13,895$1.83M0.96%+3,14613F-HRTimeline
BLAIR WILLIAM & CO/IL13,891$1.83M<0.01%-8213F-HRTimeline
Rodgers & Associates, LTD13,859$1.82M0.18%+6513F-HRTimeline
Pure Financial Advisors, LLC13,855$1.82M0.03%-5413F-HRTimeline
Farther Finance Advisors, LLC13,748$1.81M0.02%+12,42113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…13,520$1.78M0.3%+1,21113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,516$1.78M<0.01%+4,86713F-HRTimelineGroup
Clearstead Advisors, LLC13,468$1.77M0.02%+1613F-HRTimeline
American Trust13,421$1.77M0.15%+73713F-HRTimeline
Quantinno Capital Management LP13,299$1.75M<0.01%+5,72813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,208$1.74M<0.01%013F-HRTimelineGroup
Corundum Trust Company, INC13,166$1.73M3.94%013F-HRTimeline
Novak & Powell Financial Services, Inc.13,121$1.73M0.9%-30813F-HRTimeline
GC Wealth Management RIA, LLC12,998$1.71M0.06%-1,15613F-HRTimeline
EP Wealth Advisors, LLC12,866$1.69M0.01%13F-HRTimeline
Shakespeare Wealth Management, LLC12,818$1.69M0.37%-1613F-HRTimeline
HAZLETT, BURT & WATSON, INC.12,803$1.68M0.54%+4,16913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.12,793$1.68M1.23%-7113F-HRTimeline
WHITTIER TRUST CO12,276$1.67M0.02%-66013F-HRTimeline
Berman McAleer LLC12,719$1.67M0.23%-30513F-HRTimeline
Chicago Partners Investment Group LLC12,114$1.67M0.04%+2613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC12,658$1.67M0.13%+6,39613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.12,418$1.63M0.2%+75913F-HRTimeline
Accurate Wealth Management, LLC11,850$1.63M0.21%-813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC12,394$1.63M0.01%-2,23513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP12,175$1.6M<0.01%+43313F-HRTimelineGroup
VICUS CAPITAL12,165$1.6M0.12%+12013F-HRTimeline
Hudson Oak Wealth Advisory LLC12,098$1.59M1.4%13F-HRTimeline
Bangor Savings Bank12,083$1.59M0.13%-5913F-HRTimeline
TRUST CO OF VERMONT11,997$1.58M0.07%+7,68013F-HRTimeline
SOA Wealth Advisors, LLC.11,890$1.56M0.26%-99513F-HRTimeline
Crescent Grove Advisors, LLC11,806$1.55M0.15%+11213F-HRTimeline
Stenger Family Office, LLC11,760$1.55M0.32%-1,30713F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC11,727$1.54M0.1%-2213F-HRTimeline
Valmark Advisers, Inc.11,717$1.54M0.02%-38513F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…11,638$1.53M0.04%-22913F-HRTimelineGroup
Peregrine Asset Advisers, Inc.11,299$1.49M0.42%-15013F-HRTimeline
PACIFIC FINANCIAL GROUP INC11,031$1.45M0.81%-26513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding10,959$1.44M+2,263Timeline
AE Wealth Management LLC10,777$1.42M0.01%-25313F-HRTimeline
Vise Technologies, Inc.10,748$1.41M0.03%+7,27013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.10,672$1.4M0.61%-14213F-HRTimeline
Keel Point, LLC10,657$1.4M0.08%013F-HRTimeline
MidAtlantic Capital Management, Inc.10,437$1.37M0.88%-413F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC10,415$1.37M0.25%+21513F-HRTimeline
Texas Capital Bank Wealth Management Se…9,844$1.3M0.07%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC9,801$1.29M0.04%+4,27113F-HRTimeline
NWAM LLC9,657$1.29M0.07%-14513F-HRTimeline
Alliance Private Wealth, LLC9,233$1.28M0.44%13F-HRTimeline
Fulton Bank, N.A.9,476$1.25M0.04%+75013F-HRTimeline
GENESIS PRIVATE WEALTH, LLC9,337$1.23M0.38%new13F-HRTimeline
Financial Partners Group, Inc8,951$1.23M0.14%-10613F-HRTimeline
HighMark Wealth Management LLC9,264$1.22M0.5%-2313F-HRTimeline
NewEdge Advisors, LLC9,263$1.22M<0.01%-48513F-HRTimeline
ANDERSON HOAGLAND & CO8,966$1.18M0.1%013F-HRTimeline
SIMON QUICK ADVISORS, LLC8,924$1.17M0.05%-1,50013F-HRTimeline
OneDigital Investment Advisors LLC8,849$1.16M0.01%-28213F-HRTimeline
CARDIFF PARK ADVISORS, LLC8,845$1.16M0.1%-12113F-HRTimeline
AMG National Trust Bank8,843$1.16M0.03%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC8,703$1.15M0.04%-11613F-HRTimeline
Compass Financial Group, Inc. (Ohio)8,614$1.13M0.83%13F-HRTimeline
FAS Wealth Partners, Inc.8,489$1.12M0.07%+5413F-HRTimeline
Essex LLC8,486$1.12M0.2%-8713F-HRTimeline
WealthShield Partners, LLC8,425$1.11M0.12%+77913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC8,394$1.1M0.03%-1,58413F-HR/ATimelineGroup
TAGStone Capital, Inc.8,355$1.1M0.41%+5113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management8,310$1.09M0.15%013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…7,938$1.04M0.01%-58913F-HRTimelineGroup
Aspire Growth Partners LLC7,926$1.04M0.73%+32213F-HRTimeline
WESBANCO BANK INC7,884$1.04M0.03%+2,48513F-HRTimeline
Houlihan Financial Resource Group, Ltd.7,727$1.03M0.39%+4,28013F-HRTimeline
AssuredPartners Investment Advisors, LLC7,839$1.03M0.15%+4,83513F-HRTimeline
Schneider Downs Wealth Management Advis…7,815$1.03M0.12%+7213F-HRTimeline
JMG Financial Group, Ltd.7,771$1.02M0.03%+55513F-HRTimeline
Finley Financial, LLC7,760$1.02M0.47%013F-HRTimeline
Innovative Wealth Building LLC7,741$1.02M0.74%-27313F-HRTimeline
KLCM Advisors, Inc.7,698$1.01M0.09%new13F-HRTimeline
BANK OF STOCKTON7,674$1.01M0.29%-24013F-HRTimeline
Compound Planning, Inc.7,619$1M0.03%+23113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,614$1M<0.01%-14,49213F-HRTimelineGroup
Private Wealth Asset Management, LLC7,400$974K0.11%-36813F-HRTimeline
Park Place Capital Corp7,273$957K0.2%-1,29513F-HRTimeline
Atlantic Edge Private Wealth Management…7,185$945K0.24%-11013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC7,116$936K0.01%-22213F-HRTimelineGroup
Wellspring Financial Advisors, LLC7,096$934K0.07%-2,68913F-HRTimeline
DAVIDSON TRUST CO7,047$928K0.39%+14713F-HRTimeline
Mystic Asset Management, Inc.7,000$921K0.21%013F-HRTimeline
Narwhal Capital Management6,923$911K0.07%013F-HRTimeline
SCS Capital Management LLC6,834$899K0.01%-71213F-HRTimeline
Prospera Financial Services Inc6,719$886K0.01%-43,47713F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC6,727$885K<0.01%+10213F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.6,716$884K0.01%+83513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.6,648$875K0.21%013F-HRTimeline
Global Retirement Partners, LLC6,615$870K0.02%-3113F-HRTimeline
Venture Visionary Partners LLC6,580$866K0.03%+813F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,580$866K0.02%-76613F-HRTimeline
MainStreet Investment Advisors LLC6,580$866K0.12%-813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,567$864K0.02%+1,82513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …6,482$863K<0.01%+5,17113F-HRTimelineGroup
Meridian Financial Advisors, LLC6,487$854K0.46%-15013F-HRTimeline
Cambridge Financial Group, LLC6,734$849K0.3%+35013F-HRTimeline
Matthew Goff Investment Advisor, LLC6,436$847K0.15%-21913F-HRTimeline
StoneCrest Wealth Management, Inc.6,393$841K0.34%-5013F-HRTimeline
Beirne Wealth Consulting Services, LLC6,386$840K0.24%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC6,350$836K0.07%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,325$832K0.01%+42913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources6,311$830K<0.01%-3,54813F-HRTimelineGroup
Cresset Asset Management, LLC6,289$828K<0.01%+4713F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.6,252$823K0.09%-26113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC6,247$822K0.02%+32513F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC6,230$820K0.12%-1,04713F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC6,176$813K0.02%-13713F-HRTimeline
Harbour Capital Advisors, LLC6,080$809K0.16%013F-HRTimeline
Elwood & Goetz Wealth Advisory Group, L…6,109$804K0.14%013F-HRTimeline
EVOKE WEALTH, LLC6,091$802K0.02%+7313F-HRTimeline
RFG Advisory, LLC6,068$798K0.02%+3113F-HRTimeline
Cadence Bank6,066$798K0.05%-7013F-HRTimeline
Krilogy Financial LLC5,743$792K0.03%+313F-HRTimeline
RENASANT BANK5,994$789K0.53%-1,19613F-HRTimeline
EARNEST PARTNERS LLC5,899$776K<0.01%new13F-HRTimeline
Independence Bank of Kentucky5,828$767K0.1%013F-HRTimeline
Composition Wealth, LLC5,808$764K0.01%-49913F-HRTimeline
Bay Capital Advisors, LLC5,797$763K0.47%013F-HRTimeline
Connecticut Wealth Management, LLC5,572$733K0.03%013F-HRTimeline
PRIVATE TRUST CO NA5,570$733K0.06%-27713F-HRTimeline
Robertson Stephens Wealth Management, L…5,564$732K0.02%+7913F-HRTimeline
IFG Advisory, LLC5,471$720K0.03%-3813F-HRTimeline
Thomasville National Bank5,454$718K0.04%013F-HRTimeline
GREAT LAKES ADVISORS, LLC5,418$713K0.01%013F-HRTimeline
Arax Advisory Partners5,406$711K0.02%new13F-HRTimeline
First Citizens Asset Management, Inc.5,358$705K0.25%+1313F-HRTimeline
FC Advisory LLC5,302$698K0.2%+2313F-HRTimeline
Claro Advisors Inc.5,275$694K0.09%-76413F-HRTimeline
MONECO ADVISORS, LLC5,251$691K0.05%+2413F-HRTimeline
Weinberger Asset Management, Inc5,231$688K0.25%-19113F-HRTimeline
Pinnacle Family Advisors, LLC5,203$685K0.3%-2913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,197$684K0.02%-63013F-HRTimeline
SAXON INTERESTS, INC.5,174$681K0.24%-1513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,161$679K0.01%-7313F-HRTimelineGroup
Cambridge Advisors Inc.5,127$675K0.13%-2013F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC5,127$675K0.07%-313F-HRTimeline
apricus wealth, LLC5,114$673K0.34%+2,19013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC5,053$665K0.05%-22613F-HRTimeline
Strategic Blueprint, LLC4,999$658K0.04%-10413F-HRTimeline
Niles Investment Management, LLC4,999$658K0.55%13F-HRTimeline
PKS Advisory Services, LLC4,929$649K0.15%-27813F-HRTimeline
Meridian Wealth Management, LLC4,925$648K0.02%-1013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC4,881$642K0.32%013F-HRTimeline
Park Capital Management, LLC / WI4,859$639K0.46%new13F-HRTimeline
BAILARD, INC.4,857$639K0.01%013F-HRTimeline
Fairscale Capital, LLC4,842$637K0.42%+92913F-HRTimeline
AWM CAPITAL, LLC4,822$635K0.06%013F-HRTimeline
Fiduciary Alliance LLC4,769$628K0.04%+13513F-HRTimeline
Blackston Financial Advisory Group, LLC4,749$625K0.38%-82513F-HRTimeline
MSH Capital Advisors LLC4,725$622K0.13%013F-HRTimeline
Performance Wealth Partners, LLC4,649$612K0.02%+2413F-HRTimeline
NUANCE INVESTMENTS, LLC4,639$610K0.07%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.4,630$609K0.01%013F-HRTimeline
Hyundai Investments Co., Ltd.4,586$609K0.59%new13F-HRTimeline
Professional Financial Advisors, LLC4,622$608K0.12%-3113F-HRTimeline
SageView Advisory Group, LLC4,599$605K0.02%-31413F-HRTimeline
EPG Wealth Management LLC4,571$601K0.16%+2213F-HRTimeline
Rockbridge Investment Management, LCC4,566$601K0.06%013F-HRTimeline
American Wealth Advisors, LLC4,559$600K0.59%-4213F-HRTimeline
Destiny Capital Corp/CO4,549$599K0.31%+1,71013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …4,502$592K0.04%013F-HRTimeline
Clark Capital Management Group, Inc.4,500$592K<0.01%013F-HRTimeline
Montecito Bank & Trust4,490$591K0.09%-3013F-HRTimeline
Avantax Planning Partners, Inc.4,446$585K0.02%-3113F-HRTimeline
FIRST HORIZON CORP4,425$582K0.03%-113F-HRTimeline