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Disclosery

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
Performance Wealth Partners, LLC4,625$554K0.02%013F-HRTimeline
Roberts Financial Services LLC4,624$554K0.11%-12513F-HRTimeline
ASPIRIANT, LLC4,589$549K0.02%-7513F-HRTimeline
Rockbridge Investment Management, LCC4,566$547K0.06%-9313F-HRTimeline
BOSTON FAMILY OFFICE LLC4,536$543K0.04%-1,25313F-HRTimeline
Avantax Planning Partners, Inc.4,509$540K0.02%-31013F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …4,502$539K0.04%013F-HRTimeline
IFG Advisory, LLC4,498$538K0.03%+3713F-HRTimeline
FC Advisory LLC4,496$538K0.18%-10013F-HRTimeline
Montecito Bank & Trust4,460$534K0.09%-3013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/4,444$532K0.03%-10513F-HRTimeline
Fiduciary Alliance LLC4,431$530K0.05%+713F-HRTimeline
Professional Financial Advisors, LLC4,428$530K0.13%-813F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC4,363$522K0.02%-10713F-HRTimeline
WEDBUSH SECURITIES INC4,354$521K0.02%-21913F-HRTimeline
UPTICK PARTNERS, LLC4,344$520K0.18%-8613F-HRTimeline
SeaCrest Wealth Management, LLC4,329$518K0.06%-5913F-HRTimeline
COOKSON PEIRCE & CO INC4,306$516K0.03%-17513F-HRTimeline
Clark Capital Management Group, Inc.4,279$512K<0.01%new13F-HRTimeline
BRIGHTON JONES LLC4,265$511K0.02%-1,53213F-HRTimeline
Main Street Financial Solutions, LLC4,256$510K0.04%013F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC4,216$505K0.05%013F-HRTimeline
BlueChip Wealth Advisors LLC4,215$505K0.25%-7,33813F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,208$504K0.01%-84013F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC4,205$503K0.57%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC4,182$501K0.01%013F-HRTimelineGroup
DOLIVER ADVISORS, LP4,135$495K0.14%new13F-HRTimeline
Beaumont Financial Advisors, LLC4,123$494K0.04%013F-HRTimeline
B. Riley Wealth Advisors, Inc.4,108$492K0.01%+33113F-HRTimeline
IFG Advisors, LLC4,005$480K0.09%013F-HRTimeline
Wolff Financial Management LLC4,000$479K0.13%013F-HRTimeline
Ironsides Asset Advisors, LLC4,000$479K0.14%013F-HRTimeline
Riverbend Wealth Management, LLC4,000$479K0.43%013F-HRTimeline
Capital Investment Advisors, LLC3,999$479K0.01%-31913F-HRTimeline
BAILARD, INC.3,926$470K0.01%-58013F-HRTimeline
FRG Family Wealth Advisors LLC3,888$466K0.09%013F-HRTimeline
Sound Income Strategies, LLC3,884$465K0.03%+3,88413F-HRTimeline
Insight Inv LLC3,849$461K0.32%013F-HRTimeline
Schneider Downs Wealth Management Advis…3,828$458K0.08%013F-HRTimeline
PFG Advisors3,821$458K0.03%+6913F-HRTimeline
Financial Alternatives, Inc3,806$456K0.32%013F-HRTimeline
COUNTRY CLUB BANK3,805$454K0.03%013F-HRTimeline
TrinityBridge Ltd3,741$448K0.01%013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC3,733$447K0.01%-11,09613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,716$445K<0.01%+2,58213F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,708$444K0.01%-4813F-HRTimelineGroup
Gladstone Institutional Advisory LLC3,689$442K0.02%-26013F-HRTimeline
Dana Investment Advisors, Inc.3,688$442K0.02%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC3,686$441K0.08%+1313F-HR/ATimeline
Topsail Wealth Management, LLC3,678$440K0.09%013F-HRTimeline
Reynders McVeigh Capital Management, LLC3,600$431K0.02%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co3,595$430K0.01%+77013F-HRTimelineGroup
Perigon Wealth Management, LLC3,575$428K0.01%+113F-HRTimeline
IHT Wealth Management, LLC3,570$427K0.01%-57713F-HRTimeline
Net Worth Advisory Group3,558$426K0.13%+56513F-HRTimeline
Cornerstone Wealth Management, LLC3,552$425K0.03%-19113F-HRTimeline
FOSTER & MOTLEY INC3,540$424K0.03%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co3,526$422K<0.01%-75013F-HRTimelineGroup
Relyea Zuckerberg Hanson LLC3,515$421K0.06%+1313F-HRTimeline
EQUITABLE TRUST CO3,501$419K0.02%+1513F-HRTimeline
Eagle Strategies LLC3,498$419K0.07%+8713F-HRTimeline
WESBANCO BANK INC3,487$417K0.01%-4013F-HRTimeline
Fairscale Capital, LLC3,483$417K0.38%+43313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,481$417K0.1%013F-HRTimeline
CHOREO, LLC3,475$416K0.01%-21813F-HRTimeline
RFG Advisory, LLC3,454$414K0.01%+17413F-HRTimeline
Washington Trust Bank3,433$411K0.04%+16913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BROWN ADVISORY INCin group BROWN ADVISORY INC3,426$410K<0.01%+24213F-HRTimelineGroup
Goldstein Advisors, LLC3,420$409K0.06%013F-HRTimeline
Veridan Wealth LLC3,385$405K0.18%-10213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,369$403K<0.01%+57413F-HRTimeline
J.W. COLE ADVISORS, INC.3,362$403K0.01%-1,18513F-HRTimeline
SAGE FINANCIAL GROUP INC3,329$399K0.03%-1913F-HRTimeline
Argent Trust Co3,316$397K0.02%013F-HRTimeline
Sensible Money, LLC3,311$396K0.17%013F-HRTimeline
DAVENPORT & Co LLC3,305$396K<0.01%-2213F-HRTimeline
Graypoint LLC3,263$391K0.02%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,198$383K0.09%013F-HRTimelineGroup
Alpha Financial Advisors, LLC3,184$381K0.17%013F-HRTimeline
Larson Financial Group LLC3,183$381K0.02%013F-HRTimeline
AlphaCore Capital LLC3,183$381K0.03%-8,63613F-HRTimeline
Wescott Financial Advisory Group, LLC3,177$380K0.04%+113F-HRTimeline
Heartwood Wealth Advisors LLC3,176$380K0.04%-413F-HRTimeline
SlateStone Wealth, LLC3,165$379K0.04%+113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,430$371K0.08%013F-HRTimeline
NWAM LLC3,066$367K0.03%-9,14513F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,064$367K0.19%013F-HRTimeline
Royal Fund Management, LLC3,044$365K0.04%-8213F-HRTimeline
Parkside Financial Bank & Trust3,043$364K0.05%013F-HRTimeline
Gryphon Financial Partners LLC2,999$359K0.05%013F-HRTimeline
KPP Advisory Services LLC2,979$357K0.07%new13F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC2,969$355K0.01%+18013F-HRTimeline
Mayflower Financial Advisors, LLC2,922$350K0.05%013F-HRTimeline
Integrated Wealth Concepts LLC2,910$348K<0.01%+15413F-HRTimeline
River Street Advisors LLC2,907$348K0.17%-26513F-HRTimeline
Triangle Securities Wealth Management2,887$346K0.09%-713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
KWMG, LLC2,872$344K0.03%013F-HRTimeline
Nilsine Partners, LLC2,870$344K0.04%013F-HRTimeline
Sunbelt Securities, Inc.2,843$340K0.03%+113F-HRTimeline
Sepio Capital, LP2,816$337K0.03%+1713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,686$336K0.01%013F-HRTimelineGroup
Inlight Wealth Management, LLC2,800$335K0.21%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC2,787$334K<0.01%new13F-HRTimelineGroup
ALLIUM FINANCIAL ADVISORS, LLC2,778$333K0.3%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,759$330K0.02%013F-HRTimeline
Mechanics Bank Trust Department2,750$329K0.04%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,730$327K0.02%-6013F-HRTimelineGroup
Mezzasalma Advisors, LLC2,727$327K0.11%013F-HRTimeline
CRA Financial Services, LLC2,727$326K0.06%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,710$324K0.08%013F-HRTimeline
Zhang Financial LLC2,692$322K0.02%+213F-HRTimeline
Aptus Capital Advisors, LLC2,684$321K<0.01%+213F-HRTimeline
PBMares Wealth Management LLC2,679$321K0.06%+2313F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV2,670$320K0.07%013F-HRTimeline
Atlas Brown,Inc.2,651$317K0.11%-1413F-HRTimeline
Capital Square, LLC2,644$317K0.19%-32513F-HRTimeline
Busey Bank2,636$316K0.01%013F-HRTimeline
Haverford Trust Co2,635$315K<0.01%013F-HRTimeline
Moloney Securities Asset Management, LLC2,623$314K0.04%+35613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,740$314K0.03%-6113F-HRTimeline
Advisors Capital Management, LLC2,617$313K<0.01%new13F-HRTimeline
Destiny Capital Corp/CO2,594$311K0.21%+9713F-HRTimeline
WILLNER & HELLER, LLC2,581$309K0.29%+1013F-HRTimeline
Callan Family Office, LLC2,580$309K0.02%-19413F-HRTimeline
Florida Trust Wealth Management Co2,571$308K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.2,545$305K0.12%+2,40913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.2,542$304K<0.01%-82813F-HRTimeline
Bonfire Financial2,515$301K0.28%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,500$299K0.06%013F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,496$299K0.01%+78613F-HRTimelineGroup
Wealth Preservation Advisors, LLC2,489$298K0.21%13F-HRTimeline
Weil Company, Inc.2,439$292K0.09%-7813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…2,431$291K<0.01%-17213F-HRTimelineGroup
Frank, Rimerman Advisors LLC2,412$289K0.02%013F-HRTimeline
Root Financial Partners, LLC2,406$288K0.03%013F-HRTimeline
ROMANO BROTHERS AND COMPANY2,405$288K0.04%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,404$288K0.03%+69513F-HR/ATimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,398$287K0.02%+213F-HRTimelineGroup
Clarity Asset Management, Inc.2,398$287K0.18%+913F-HRTimeline
Mullaney, Keating & Wright, Inc.2,383$285K0.19%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,380$285K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC2,376$285K0.06%+5513F-HRTimeline
Gen-Wealth Partners Inc2,365$283K0.12%+15013F-HRTimeline
Independent Family Office, LLC2,350$281K0.15%013F-HRTimeline
Rockwood Wealth Management, LLC2,337$280K0.03%013F-HRTimeline
apricus wealth, LLC2,334$279K0.17%+9813F-HRTimeline
Confluence Wealth Services, Inc.2,478$279K0.02%013F-HRTimeline
Ausdal Financial Partners, Inc.2,316$277K0.02%+51313F-HRTimeline
MKT Advisors LLC2,600$277K0.13%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC2,320$277K0.05%013F-HRTimeline
Portland Global Advisors LLC2,312$277K0.03%013F-HRTimeline
Transform Wealth, LLC2,299$275K0.02%-6213F-HRTimeline
Bravias Capital Group, LLC2,281$273K0.22%+213F-HRTimeline
United Community Bankin group United Community Bank2,275$272K0.1%-35313F-HRTimelineGroup
Nalls Sherbakoff Group, LLC2,264$271K0.22%13F-HRTimeline
Clientfirst Wealth Management, LLC2,258$270K0.31%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,245$269K0.02%013F-HRTimeline
Heritage Family Offices, LLP2,237$268K0.14%+813F-HRTimeline
Foundations Investment Advisors, LLC2,228$267K<0.01%new13F-HRTimeline
Waldron Private Wealth LLC2,218$266K0.01%013F-HRTimeline
Vickerman Investment Advisors, Inc.2,207$264K0.06%013F-HRTimeline
Retirement Planning Co of New England, …2,195$263K0.13%-37513F-HR/ATimeline
AdvisorNet Financial, Inc2,180$261K0.02%+4213F-HRTimeline
STOCK YARDS BANK & TRUST CO2,170$260K0.01%-9413F-HRTimeline
Accredited Investors Inc.2,167$259K0.02%new13F-HRTimeline
Cosner Financial Group, LLC2,151$258K0.16%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC2,150$257K0.21%013F-HRTimeline
LexAurum Advisors, LLC2,149$257K0.05%013F-HRTimeline
VSM Wealth Advisory, LLC2,148$257K0.09%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management2,146$257K<0.01%+9513F-HRTimelineGroup
Insight Advisors, LLC/ PA2,139$256K0.04%+113F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,127$255K0.02%-1,71213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,126$255K<0.01%-4,56313F-HRTimeline
First County Bank /CT/2,125$254K0.14%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,225$254K0.03%+25013F-HRTimeline
Lee, Kelleher & Klein Wealth Management2,112$253K0.19%013F-HRTimeline
Parallel Advisors, LLC2,097$251K0.01%+1013F-HRTimeline
Community Bank & Trust, Waco, Texas2,098$251K0.06%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,093$251K0.01%+30513F-HRTimeline
FineMark National Bank & Trust2,087$250K0.01%+46913F-HRTimeline
Carnegie Investment Counsel2,338$249K0.01%013F-HRTimeline
Aprio Wealth Management, LLC2,070$248K0.03%+113F-HRTimeline
ENZI WEALTH2,160$248K0.1%013F-HRTimeline
Horizon Wealth Management, LLC2,068$248K0.04%013F-HRTimeline
Wick Capital Partners, LLC2,061$247K0.07%013F-HRTimeline
Sage Mountain Advisors LLC2,055$246K0.02%013F-HRTimeline
MOTCO2,054$246K0.03%-58713F-HRTimeline
MATHER GROUP, LLC.2,054$246K<0.01%013F-HRTimeline
Clayton Financial Group LLC2,053$246K0.09%-3213F-HRTimeline
JPL Wealth Management, LLC2,053$246K0.07%013F-HR/ATimeline
ECLECTIC ASSOCIATES INC /ADV2,046$245K0.07%013F-HRTimeline
FSA Advisors, Inc.2,032$243K0.19%new13F-HRTimeline
Western Wealth Management, LLC2,022$242K0.02%-313F-HRTimeline
Turning Point Benefit Group, Inc.2,253$240K0.22%-3,29513F-HRTimeline
Quadcap Wealth Management, LLC2,004$240K0.03%-20013F-HRTimeline
DT Investment Partners, LLC2,000$239K0.02%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,000$239K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,995$239K<0.01%+72413F-HRTimelineGroup
CHAPIN DAVIS, INC.1,992$239K0.08%013F-HRTimeline
Huntleigh Advisors, Inc.1,991$238K0.06%-19713F-HR/ATimeline