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Disclosery

IJJ ISHARES TR

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SHS (fund)

869 managers (883 13F filers) reported a position in IJJ shares at 2026-06-30, 42,900,462 shares in all. 69 filers opened a position and 37 filers sold out during the quarter.

Managers
869
13F filers
883
New
69
Added
216
Reduced
316
Sold out
37
Shares held by filers
42,900,462

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
AdvisorNet Financial, Inc1,785$264K0.01%-813F-HRTimeline
Lee, Kelleher & Klein Wealth Management1,772$262K0.14%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,770$261K<0.01%013F-HRTimelineGroup
HCR Wealth Advisors1,767$261K0.02%+2713F-HRTimeline
NWF Advisory Services Inc.1,766$261K0.02%013F-HRTimeline
Weil Company, Inc.1,764$261K0.05%013F-HRTimeline
Blue Trust, Inc.1,749$258K<0.01%-32713F-HRTimeline
Greenspring Advisors, LLC1,741$257K0.01%-40413F-HRTimeline
Hamilton Capital, LLC1,738$257K0.01%013F-HRTimeline
Advisors Capital Management, LLC1,732$256K<0.01%-25713F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC1,732$256K0.09%013F-HRTimeline
Investmark Advisory Group LLC1,729$255K0.1%+513F-HRTimeline
SWP FINANCIAL LLC1,728$255K0.12%013F-HRTimeline
Wealth Advisory Team LLC1,723$254K0.21%13F-HRTimeline
Madden Advisory Services, Inc.1,720$254K0.09%-12013F-HRTimeline
Decker Wealth Management LLC1,720$254K0.05%013F-HRTimeline
Friday Financial1,724$252K0.07%013F-HRTimeline
MBL Wealth, LLC1,700$251K0.02%-5013F-HRTimeline
Aufman Associates Inc1,699$251K0.1%-16513F-HRTimeline
First County Bank /CT/1,696$251K0.12%013F-HRTimeline
First City Capital Management, Inc.1,690$250K0.12%013F-HRTimeline
Clark Asset Management, LLC1,684$249K0.02%013F-HRTimeline
Veridan Wealth LLC1,677$248K0.09%-1,73313F-HRTimeline
MONEYWISE, INC.1,667$246K0.09%+413F-HRTimeline
WBH ADVISORY INC1,663$246K0.02%-14013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,663$246K0.02%+613F-HR/ATimeline
Noble Wealth Partners LLC1,661$245K0.21%13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC1,654$244K0.01%-17813F-HRTimeline
Independent Advisor Alliance1,652$244K0.01%-16,22613F-HRTimeline
Convergence Financial, LLC1,650$244K0.02%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC1,649$244K0.01%013F-HRTimeline
Elm Partners Management LLC1,636$242K0.01%-1513F-HR/ATimeline
Geneos Wealth Management Inc.1,634$241K<0.01%+32813F-HRTimeline
Baker Avenue Asset Management, LP1,629$241K<0.01%013F-HRTimeline
Holland Advisory Services, Inc.1,627$240K0.27%+113F-HRTimeline
Huntleigh Advisors, Inc.1,620$239K0.03%-37113F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,616$239K<0.01%-9913F-HRTimelineGroup
Buttonwood Financial Advisors Inc.1,615$239K0.07%-4413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,612$238K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC1,604$237K0.01%-12513F-HRTimeline
Hixon Zuercher, LLC1,600$236K0.07%013F-HRTimeline
OpenArc Corporate Advisory, LLC1,600$236K<0.01%-2413F-HRTimeline
Gateway Wealth Partners, LLC1,580$233K0.01%-1,57413F-HRTimeline
Cosner Financial Group, LLC1,578$233K0.12%013F-HRTimeline
ABLE Financial Group, LLC1,573$232K0.04%-913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,564$231K0.07%013F-HRTimeline
Align Financial, LLC1,548$229K0.11%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC1,546$228K0.01%013F-HRTimeline
Belpointe Asset Management LLC1,540$228K0.01%013F-HRTimeline
Fortis Capital Advisors, LLC1,540$228K0.03%013F-HRTimeline
Dynamic Financial Group1,538$227K0.17%013F-HRTimeline
Christensen, King & Associates Investme…1,535$227K0.09%013F-HRTimeline
Clayton Financial Group LLC1,535$227K0.13%+513F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,521$225K<0.01%new13F-HRTimeline
BlueChip Wealth Advisors LLC1,516$224K0.08%013F-HRTimeline
Dana Investment Advisors, Inc.1,516$224K0.01%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.1,515$224K0.03%013F-HRTimeline
Plan Group Financial, LLC1,510$223K0.05%new13F-HRTimeline
Simmons Bankin group Simmons Bank1,506$222K0.01%new13F-HRTimelineGroup
Virtus Wealth Solutions LLC1,505$222K0.03%new13F-HRTimeline
Wealth Preservation Advisors, LLC1,505$222K0.13%+53113F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,500$222K0.01%new13F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd1,496$221K0.02%013F-HRTimeline
TRUE Private Wealth Advisors1,490$220K0.02%new13F-HRTimeline
Perissos Private Wealth Management, LLC1,489$220K0.15%new13F-HRTimeline
Glen Eagle Advisors, LLC1,485$219K0.03%+35013F-HRTimeline
PFS Partners, LLC1,483$219K0.09%-5013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…1,482$219K<0.01%new13F-HRTimelineGroup
Hidden Cove Wealth Management, LLC1,477$218K0.12%new13F-HRTimeline
Foundations Investment Advisors, LLC1,464$216K<0.01%-13413F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,448$214K0.07%+513F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC1,447$214K0.07%new13F-HRTimeline
Fee-Only Financial Planning, L.C.1,440$213K0.11%new13F-HRTimeline
Smithfield Trust Co1,422$210K0.01%013F-HRTimeline
Horizon Investments, LLC1,420$210K<0.01%-1,42013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC1,419$210K0.04%new13F-HRTimeline
Strategies Wealth Advisors, LLC1,409$208K0.02%new13F-HRTimeline
BEARING POINT CAPITAL, LLC1,409$208K0.03%new13F-HRTimeline
Milestones Private Investment Advisors …1,406$208K0.17%new13F-HRTimeline
FOSTER & MOTLEY INC1,400$207K0.01%-2,14013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC1,400$207K0.07%new13F-HRTimeline
Grant Street Asset Management, Inc.1,395$206K0.03%new13F-HRTimeline
Wealth Architects, LLC1,389$205K0.02%new13F-HRTimeline
Investment Advisory Group, LLC1,387$205K0.04%new13F-HRTimeline
Independent Wealth Advisors LLC1,385$205K0.19%new13F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,383$204K<0.01%new13F-HRTimeline
Glenview Trust Co1,373$203K<0.01%new13F-HR/ATimeline
Summit Asset Management, LLC1,372$203K0.03%new13F-HRTimeline
Garde Capital, Inc.1,371$203K0.01%-34813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC1,369$202K<0.01%new13F-HRTimelineGroup
HM PAYSON & CO1,367$202K<0.01%013F-HRTimeline
Summit Trail Advisors, LLC1,365$202K<0.01%new13F-HRTimeline
Koss-Olinger Consulting, LLC1,357$201K0.02%new13F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.1,355$200K0.01%new13F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC1,352$200K<0.01%013F-HRTimeline
Sage Mountain Advisors LLC1,338$198K0.01%013F-HRTimeline
Silicon Valley Capital Partners1,313$194K0.02%+513F-HRTimeline
CoreCap Advisors, LLC1,299$192K0.01%-10013F-HRTimeline
ALERUS FINANCIAL NA1,256$186K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,248$184K0.01%013F-HRTimeline
Meramec Financial Planners, LLC1,240$184K0.07%+513F-HRTimeline
Key Financial Inc1,190$176K0.03%-18013F-HRTimeline
Legacy Bridge, LLC1,185$175K0.05%013F-HRTimeline
LRI Investments, LLC1,180$174K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,174$173K0.02%+313F-HRTimeline
GAMMA Investing LLC1,174$173K0.01%+61113F-HRTimeline
Larson Financial Group LLC1,167$172K<0.01%+113F-HRTimeline
IMA Advisory Services, Inc.1,143$169K0.01%+80513F-HRTimeline
TFC Financial Management, Inc.1,138$168K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton1,131$167K0.03%013F-HRTimeline
Smartleaf Asset Management LLC1,098$162K0.01%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,090$161K0.01%013F-HRTimeline
Continuum Advisory, LLC1,070$158K0.01%new13F-HRTimeline
Towne Trust Company, N.A1,062$157K0.05%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,062$157K0.02%new13F-HRTimelineGroup
CENTRAL TRUST Co1,037$153K<0.01%+10313F-HRTimeline
Prosperity Bancshares Inc1,030$152K0.1%+813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,014$150K<0.01%+22313F-HRTimelineGroup
Mechanics Financial Corp1,004$148K0.05%013F-HRTimeline
Main Street Group, LTD952$141K0.03%-13313F-HRTimeline
MCDONALD PARTNERS LLC932$138K0.03%new13F-HRTimeline
Front Row Advisors LLC915$138K0.04%013F-HRTimeline
Clearstead Trust, LLC920$136K0.02%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding912$135K0Timeline
Holos Integrated Wealth LLC918$134K0.06%013F-HRTimeline
S.A. Mason LLC880$130K0.04%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…870$129K<0.01%-78013F-HRTimeline
High Note Wealth, LLC851$126K0.02%013F-HRTimeline
Kentucky Trust Co850$126K0.06%013F-HRTimeline
CITY HOLDING CO825$122K0.01%013F-HRTimeline
Mascoma Wealth Management LLC825$122K0.02%-4813F-HRTimeline
United Community Bankin group United Community Bank818$121K0.04%-37313F-HRTimelineGroup
Medallion Wealth Advisors, LLC811$120K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.798$118K0.03%013F-HRTimeline
BOK Financial Private Wealth, Inc.795$117K0.01%013F-HRTimeline
Acropolis Investment Management, LLC788$116K<0.01%-44213F-HR/ATimeline
WealthShield Partners, LLC778$115K0.02%-7,64713F-HRTimeline
Walsh & Associates, LLC778$115K0.09%-2513F-HRTimeline
ALBION FINANCIAL GROUP /UT775$114K0.01%013F-HRTimeline
POM Investment Strategies, LLC766$113K0.13%+3413F-HRTimeline
Rice Partnership, LLC765$113K0.01%-4213F-HRTimeline
Millstone Evans Group, LLC753$111K0.06%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV725$107K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.685$101K0.01%+3013F-HRTimelineGroup
Milestone Investment Advisors LLC669$98.8K0.02%013F-HRTimeline
Western Pacific Wealth Management, LP668$98.7K0.09%013F-HRTimeline
Center for Financial Planning, Inc.660$97.5K0.01%013F-HRTimeline
Financial Life Planners632$93.4K0.06%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC630$93.1K<0.01%-15013F-HRTimeline
Indiana Trust & Investment Management Co600$88.6K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…599$88.5K0.01%-4813F-HRTimeline
SIMA Wealth Partners, LLC590$87.2K0.06%-3013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO585$86.4K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC516$76.2K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC515$76.1K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC513$75.8K0.02%+213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC506$74.8K<0.01%013F-HRTimeline
Napier Financial, LLC493$72.8K0.02%+313F-HRTimeline
Piscataqua Savings Bank474$70K0.05%013F-HRTimeline
Glassman Wealth Services472$69.7K0.01%new13F-HRTimeline
Abound Wealth Management469$69.3K0.01%013F-HRTimeline
Breakwater Investment Management463$68.4K0.02%013F-HRTimeline
Tidemark, LLC462$68.3K0.02%013F-HRTimeline
Birchwood Financial Partners, Inc.462$68.2K0.06%+213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC450$66.5K<0.01%new13F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/450$66.5K0.02%013F-HRTimelineGroup
WOLFF WIESE MAGANA LLC440$65K0.03%013F-HRTimeline
Strategic Wealth Partners, Ltd.432$63.8K<0.01%+613F-HRTimeline
Triumph Capital Management431$63.7K0.01%+113F-HRTimeline
Greykasell Wealth Strategies, Inc.430$63.5K0.02%013F-HRTimeline
TSFG, LLC424$63K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.415$61.3K<0.01%+3013F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC409$60.4K<0.01%-27513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.404$60K<0.01%+313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quent Capital, LLC401$59.2K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp386$57K0.04%013F-HRTimeline
Rialto Wealth Management, LLC382$56.4K0.01%013F-HRTimeline
Cornerstone Financial Management LLC380$56.1K0.05%-3013F-HR/ATimeline
Synergy Investment Management, LLC360$53.2K0.01%-713F-HRTimeline
AMERICAN NATIONAL BANK & TRUST354$52.3K<0.01%-4813F-HRTimeline
Founders Financial Alliance, LLC348$51.4K0.01%-19913F-HRTimeline
HOWE & RUSLING INC342$50.5K<0.01%+16613F-HRTimeline
N.E.W. Advisory Services LLC340$50.2K<0.01%-14813F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC304$44.9K0.01%013F-HRTimeline
Golden State Wealth Management, LLC300$44.3K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC286$42.3K0.01%-3,19013F-HRTimeline
WealthCollab, LLC284$42K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV272$40.2K<0.01%-4113F-HRTimeline
Capital Investment Counsel, Inc266$39.3K<0.01%013F-HRTimeline
Financial Perspectives, Inc262$38.7K0.01%013F-HRTimeline
Bear Mountain Capital, Inc.249$36.5K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department246$36.3K0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC246$36.3K0.02%013F-HRTimeline
Palouse Capital Management, Inc.244$36K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.237$35K0.02%013F-HRTimeline
Bullock Wealth Management Group236$34.7K0.02%+113F-HRTimeline
CX Institutional232$34K<0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP221$32.6K<0.01%-29013F-HRTimeline
Quaker Wealth Management, LLC220$32.6K0.01%013F-HRTimeline
Caitlin John, LLC217$32.1K0.02%013F-HRTimeline