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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
TRUST CO OF VERMONT4,317$539K0.03%+94113F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co4,276$534K<0.01%+2,21613F-HRTimelineGroup
Main Street Financial Solutions, LLC4,256$532K0.05%+33613F-HRTimeline
FWG Investments, LLC.4,249$531K0.41%-41713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,216$527K0.05%+113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,205$525K0.6%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,182$523K0.01%-11813F-HRTimelineGroup
IHT Wealth Management, LLC4,147$518K0.02%-1,42413F-HRTimeline
Beaumont Financial Advisors, LLC4,123$515K0.04%-3513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …4,032$504K<0.01%+3,46513F-HRTimelineGroup
IFG Advisors, LLC4,005$500K0.1%013F-HRTimeline
Wolff Financial Management LLC4,000$500K0.14%013F-HRTimeline
Ironsides Asset Advisors, LLC4,000$500K0.14%013F-HRTimeline
Riverbend Wealth Management, LLC4,000$500K0.45%13F-HRTimeline
Gladstone Institutional Advisory LLC3,949$493K0.02%+31813F-HRTimeline
Maia Wealth LLC3,782$493K0.11%new13F-HRTimeline
FRG Family Wealth Advisors LLC3,888$486K0.09%013F-HRTimeline
Insight Inv LLC3,849$481K0.33%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC3,839$480K0.03%-20513F-HRTimeline
Schneider Downs Wealth Management Advis…3,828$478K0.09%013F-HRTimeline
Financial Alternatives, Inc3,806$476K0.34%013F-HRTimeline
COUNTRY CLUB BANK3,805$472K0.03%013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,777$472K0.02%-84013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,756$469K0.01%-25413F-HRTimelineGroup
PFG Advisors3,752$469K0.03%-22613F-HRTimeline
Cornerstone Wealth Management, LLC3,743$468K0.03%-6313F-HRTimeline
TrinityBridge Ltd3,741$467K0.01%013F-HRTimeline
Dana Investment Advisors, Inc.3,688$461K0.02%+11013F-HRTimeline
CHOREO, LLC3,693$460K0.01%-49313F-HRTimeline
Perigon Wealth Management, LLC3,574$460K0.01%-11813F-HRTimeline
Topsail Wealth Management, LLC3,678$460K0.1%13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,673$459K0.08%+1913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,629$453K0.01%+1,15413F-HRTimelineGroup
Reynders McVeigh Capital Management, LLC3,600$450K0.02%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,601$450K0.05%013F-HRTimeline
Veridan Wealth LLC3,487$446K0.21%13F-HRTimeline
FOSTER & MOTLEY INC3,540$442K0.03%013F-HRTimeline
WESBANCO BANK INC3,527$441K0.02%+19813F-HRTimeline
Prime Capital Investment Advisors, LLC3,508$438K0.01%+18913F-HRTimeline
Relyea Zuckerberg Hanson LLC3,502$438K0.06%+1913F-HRTimeline
EQUITABLE TRUST CO3,486$436K0.02%-11913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,481$435K0.1%013F-HRTimeline
Goldstein Advisors, LLC3,420$427K0.06%013F-HRTimeline
Eagle Strategies LLC3,411$426K0.07%+713F-HRTimeline
Crestwood Advisors Group, LLC3,404$425K0.01%-75913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,430$423K0.09%+9813F-HRTimeline
Orion Porfolio Solutions, LLC3,380$422K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC3,380$422K<0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,370$421K<0.01%+66613F-HRTimeline
SAGE FINANCIAL GROUP INC3,348$418K0.03%+27613F-HRTimeline
DAVENPORT & Co LLC3,327$416K<0.01%+20613F-HRTimeline
Argent Trust Co3,316$414K0.02%013F-HRTimeline
Sensible Money, LLC3,311$414K0.18%-11213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,285$410K0.03%013F-HRTimelineGroup
RFG Advisory, LLC3,280$410K0.01%+1,42313F-HRTimeline
Strive Asset Management, LLC3,271$409K0.31%13F-HRTimeline
Washington Trust Bank3,264$408K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Graypoint LLC3,263$408K0.02%-26013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,198$400K0.09%013F-HRTimelineGroup
Fulton Bank, N.A.3,197$399K0.02%new13F-HRTimeline
Belpointe Asset Management LLC3,245$399K0.02%013F-HRTimeline
Alpha Financial Advisors, LLC3,184$398K0.18%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,184$398K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC3,183$398K0.02%+2,59313F-HRTimeline
Heartwood Wealth Advisors LLC3,180$397K0.04%013F-HRTimeline
Wescott Financial Advisory Group, LLC3,176$397K0.04%+113F-HRTimeline
River Street Advisors LLC3,172$396K0.2%-2,70713F-HRTimeline
SlateStone Wealth, LLC3,164$395K0.04%+213F-HRTimeline
Quantinno Capital Management LP3,141$392K<0.01%new13F-HRTimeline
Royal Fund Management, LLC3,126$391K0.04%-6,23113F-HRTimeline
Capital Square, LLC2,969$386K0.22%+513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,064$383K0.2%13F-HRTimeline
Fairscale Capital, LLC3,050$381K0.33%013F-HRTimeline
Compass Investment Advisers LLC3,045$381K1.1%13F-HRTimeline
Parkside Financial Bank & Trust3,043$380K0.05%+6513F-HRTimeline
Gryphon Financial Partners LLC2,999$375K0.05%013F-HRTimeline
Net Worth Advisory Group2,993$374K0.11%-3513F-HRTimeline
Mayflower Financial Advisors, LLC2,922$365K0.05%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,900$362K<0.01%new13F-HRTimeline
Triangle Securities Wealth Management2,894$362K0.09%-3113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Planning, LLC2,877$360K0.14%13F-HRTimeline
KWMG, LLC2,872$359K0.04%013F-HRTimeline
Nilsine Partners, LLC2,870$359K0.04%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,825$353K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.2,842$353K0.03%+113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,801$350K0.03%new13F-HRTimeline
Inlight Wealth Management, LLC2,800$350K0.23%13F-HRTimeline
Sepio Capital, LP2,799$350K0.03%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,795$349K<0.01%+92613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,790$349K0.02%013F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC2,789$349K<0.01%013F-HRTimeline
Callan Family Office, LLC2,774$347K0.02%-1,11213F-HRTimeline
Integrated Wealth Concepts LLC2,756$344K<0.01%+27413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,759$344K0.02%+113F-HRTimeline
Mechanics Bank Trust Department2,750$344K0.05%013F-HRTimeline
NUANCE INVESTMENTS, LLC2,735$342K0.01%new13F-HRTimeline
Mezzasalma Advisors, LLC2,727$341K0.11%new13F-HRTimeline
CRA Financial Services, LLC2,727$341K0.06%-5913F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,710$339K0.08%-63113F-HRTimeline
Zhang Financial LLC2,690$336K0.02%+213F-HRTimeline
MKT Advisors LLC2,600$336K0.15%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,686$336K0.01%+4213F-HRTimelineGroup
Aptus Capital Advisors, LLC2,682$335K<0.01%+2,03113F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV2,670$334K0.08%013F-HRTimeline
Atlas Brown,Inc.2,665$333K0.11%+1013F-HRTimeline
PBMares Wealth Management LLC2,656$332K0.07%+513F-HRTimeline
MOTCO2,641$330K0.03%+58713F-HRTimeline
Busey Bank2,636$329K0.01%+8713F-HRTimeline
Haverford Trust Co2,635$329K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank2,628$328K0.13%013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…2,603$325K<0.01%-3213F-HRTimelineGroup
Confluence Wealth Services, Inc.2,478$322K0.02%013F-HRTimeline
Boston Partnersin group Boston Trust Walden Corp2,575$322K<0.01%new13F-HRTimelineGroup
WILLNER & HELLER, LLC2,571$321K0.28%+1313F-HRTimeline
Florida Trust Wealth Management Co2,571$321K0.01%013F-HRTimeline
Retirement Planning Co of New England, …2,570$321K0.16%013F-HRTimeline
Weil Company, Inc.2,517$315K0.11%-44413F-HRTimeline
Bonfire Financial2,515$314K0.28%13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,500$312K0.06%-35013F-HRTimeline
Destiny Capital Corp/CO2,497$312K0.19%+6213F-HRTimeline
Empower Advisory Group, LLC2,439$305K<0.01%013F-HRTimeline
Frank, Rimerman Advisors LLC2,412$301K0.02%013F-HRTimeline
Root Financial Partners, LLC2,406$301K0.04%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY2,405$301K0.04%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,396$299K0.02%-14413F-HRTimelineGroup
Clarity Asset Management, Inc.2,389$299K0.19%-3813F-HRTimeline
Mullaney, Keating & Wright, Inc.2,383$298K0.2%-98113F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,380$297K0.01%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…2,374$297K0.05%013F-HRTimeline
Bravias Capital Group, LLC2,279$296K0.24%13F-HRTimeline
Transform Wealth, LLC2,361$295K0.02%-4113F-HRTimeline
Independent Family Office, LLC2,350$294K0.15%-75013F-HRTimeline
Carnegie Investment Counsel2,338$292K0.01%013F-HRTimeline
Rockwood Wealth Management, LLC2,337$290K0.03%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,321$290K0.06%013F-HRTimeline
AE Wealth Management LLC2,316$289K<0.01%+1713F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,320$289K0.05%013F-HRTimeline
Portland Global Advisors LLC2,312$289K0.04%013F-HRTimeline
Moloney Securities Asset Management, LLC2,267$283K0.04%+5713F-HRTimeline
STOCK YARDS BANK & TRUST CO2,264$283K0.01%-10713F-HRTimeline
Clientfirst Wealth Management, LLC2,258$282K0.29%13F-HRTimeline
SAPIENT CAPITAL LLC2,246$281K0.01%new13F-HRTimeline
ENZI WEALTH2,160$281K0.11%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,245$281K0.02%013F-HRTimeline
apricus wealth, LLC2,236$279K0.18%new13F-HRTimeline
Heritage Family Offices, LLP2,229$279K0.14%+1113F-HRTimeline
Waldron Private Wealth LLC2,218$277K0.01%013F-HRTimeline
Heritage Financial Services, LLC2,218$277K0.04%+27813F-HRTimeline
Gen-Wealth Partners Inc2,215$277K0.12%013F-HRTimeline
Vickerman Investment Advisors, Inc.2,207$276K0.07%013F-HRTimeline
Quadcap Wealth Management, LLC2,204$275K0.04%-88713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,193$274K<0.01%-7,70113F-HRTimelineGroup
Huntleigh Advisors, Inc.2,188$273K0.06%13F-HRTimeline
Cosner Financial Group, LLC2,151$269K0.17%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC2,150$269K0.18%013F-HRTimeline
LexAurum Advisors, LLC2,149$269K0.05%013F-HRTimeline
VSM Wealth Advisory, LLC2,148$268K0.1%13F-HRTimeline
IMS Capital Management2,146$268K0.12%013F-HRTimeline
AdvisorNet Financial, Inc2,138$267K0.02%-12113F-HRTimeline
First County Bank /CT/2,125$266K0.15%013F-HRTimeline
Insight Advisors, LLC/ PA2,138$265K0.05%-41813F-HRTimeline
Hilltop National Bank2,116$264K0.08%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,112$264K0.19%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,112$264K0.01%-1813F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC2,108$263K<0.01%-3413F-HRTimeline
Community Bank & Trust, Waco, Texas2,098$262K0.06%013F-HRTimeline
Parallel Advisors, LLC2,087$261K0.01%013F-HRTimeline
Clayton Financial Group LLC2,085$261K0.09%-7013F-HRTimeline
Aprio Wealth Management, LLC2,069$259K0.04%+113F-HRTimeline
Horizon Wealth Management, LLC2,068$258K0.04%new13F-HRTimeline
Wick Capital Partners, LLC2,061$258K0.08%+3513F-HR/ATimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,975$257K<0.01%-33013F-HRTimeline
Sage Mountain Advisors LLC2,055$257K0.02%013F-HRTimeline
MATHER GROUP, LLC.2,054$257K<0.01%-9213F-HRTimeline
JPL Wealth Management, LLC2,053$257K0.07%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,051$256K<0.01%+18713F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV2,046$256K0.08%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,045$256K0.01%+113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT2,036$254K0.02%-413F-HRTimelineGroup
TME FINANCIAL, INC.2,055$254K0.24%13F-HRTimeline
Western Wealth Management, LLC2,025$253K0.02%013F-HR/ATimeline
FIDELIS CAPITAL PARTNERS, LLC1,975$253K0.03%-7813F-HRTimeline
B&D White Capital Company, LLC2,007$251K0.04%-8,09213F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,000$250K<0.01%013F-HRTimeline
DT Investment Partners, LLC2,000$250K0.02%013F-HRTimeline
Sunesis Advisors, LLC1,977$247K0.15%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,977$247K<0.01%+1,03613F-HR/ATimeline
Strategic Financial Concepts, LLC1,974$247K0.05%new13F-HR/ATimeline
Ellevest, Inc.1,974$247K0.01%-72213F-HRTimeline
CHAPIN DAVIS, INC.1,992$246K0.08%013F-HRTimeline
NewEdge Wealth, LLC1,970$246K<0.01%013F-HRTimeline
Mattern Wealth Management LLC1,953$244K0.05%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,938$242K0.01%-1,29813F-HRTimeline
Journey Advisory Group, LLC2,113$240K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,925$239K0.02%-235,70913F-HRTimeline
SIGNATUREFD, LLC1,912$239K<0.01%-4913F-HRTimeline
Allied Investment Advisors, LLC1,909$239K0.05%013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…1,902$238K0.05%-24013F-HRTimeline
LaSalle St. Investment Advisors, LLC1,882$235K0.07%new13F-HRTimeline
CPC Advisors, LLC1,880$235K0.03%-21013F-HRTimeline