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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
Tyche Wealth Partners LLC1,874$234K0.05%+113F-HRTimeline
Meridian Wealth Management, LLC1,873$234K0.01%+113F-HRTimeline
Aufman Associates Inc1,864$233K0.16%013F-HRTimeline
Gallacher Capital Management LLC1,860$232K0.12%013F-HRTimeline
Garde Capital, Inc.1,857$232K0.02%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,778$231K0.01%013F-HRTimeline
Accelerate Investment Advisors LLC1,846$231K0.2%+913F-HRTimeline
Sandy Spring Bank1,841$230K0.01%-15313F-HRTimeline
Christensen, King & Associates Investme…1,826$230K0.11%+14013F-HRTimeline
Penobscot Investment Management Company…1,821$228K0.02%-10013F-HRTimeline
HTLF Bank1,819$227K0.03%+17013F-HRTimeline
MB Generational Wealth, LLC1,814$227K0.17%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,806$226K<0.01%+713F-HRTimelineGroup
Ausdal Financial Partners, Inc.1,803$225K0.02%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …1,800$225K<0.01%013F-HRTimelineGroup
V2 Financial group LLC1,800$225K0.14%013F-HRTimeline
Holland Advisory Services, Inc.1,794$224K0.29%+913F-HRTimeline
HARBOUR INVESTMENTS, INC.1,788$223K0.01%+113F-HRTimeline
MBL Wealth, LLC1,775$222K0.02%-7513F-HRTimeline
Buttonwood Financial Advisors Inc.1,772$221K0.1%+4313F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,770$221K<0.01%013F-HRTimelineGroup
Madden Advisory Services, Inc.1,759$220K0.1%+213F-HRTimeline
HCR Wealth Advisors1,737$217K0.03%013F-HRTimeline
Ruggaard & Associates LLC1,736$217K0.1%-20913F-HRTimeline
NWF Advisory Services Inc.1,736$217K0.03%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC1,732$216K0.11%013F-HRTimeline
SWP FINANCIAL LLC1,728$216K0.13%013F-HRTimeline
Friday Financial1,724$215K0.15%13F-HRTimeline
Valeo Financial Advisors, LLC1,723$215K0.01%new13F-HRTimeline
Revolve Wealth Partners, LLC1,712$214K0.03%013F-HR/ATimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC1,710$214K0.01%+6813F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC1,709$214K0.02%new13F-HRTimeline
First City Capital Management, Inc.1,690$211K0.11%013F-HRTimeline
Hobbs Group Advisors, LLC1,684$210K0.08%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,674$209K0.01%013F-HRTimelineGroup
BOSTON FINANCIAL MANGEMENT LLC1,670$209K0.01%-27813F-HRTimeline
Dynamic Advisor Solutions LLC1,655$207K0.01%-45613F-HRTimeline
Alamar Capital Management, LLC1,642$205K0.11%013F-HRTimeline
MONEYWISE, INC.1,639$205K0.1%+613F-HRTimeline
MMA ASSET MANAGEMENT LLC1,638$205K0.09%-3,62113F-HRTimeline
New Century Financial Group, LLC1,629$204K0.09%-6813F-HRTimeline
Paragon Private Wealth Management, LLC1,620$202K0.09%013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,618$202K0.01%013F-HRTimeline
FineMark National Bank & Trust1,618$202K0.01%013F-HRTimeline
NorthRock Partners, LLC1,613$202K0.01%+1013F-HR/ATimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,612$201K<0.01%new13F-HRTimelineGroup
Horizon Investments, LLC1,584$198K0.01%new13F-HRTimeline
Bellwether Advisors, LLC1,532$191K0.03%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd1,496$186K0.01%013F-HRTimeline
Key Financial Inc1,483$185K0.04%013F-HRTimeline
Menard Financial Group LLC1,456$182K0.11%new13F-HRTimeline
Laurel Wealth Advisors LLC1,454$182K0.03%-20013F-HRTimeline
Smithfield Trust Co1,422$178K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,412$176K0.07%+713F-HRTimeline
HM PAYSON & CO1,367$171K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,352$169K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Grove Bank & Trust1,305$163K0.02%013F-HRTimeline
Mascoma Wealth Management LLC1,293$162K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,271$159K<0.01%+4113F-HRTimelineGroup
OAKWORTH CAPITAL, INC.1,248$156K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,230$154K0.03%013F-HRTimeline
PFS Partners, LLC1,215$152K0.08%013F-HRTimeline
TFC Financial Management, Inc.1,199$150K0.02%+113F-HRTimeline
Bogart Wealth, LLC1,193$149K0.01%013F-HRTimeline
Legacy Bridge, LLC1,185$148K0.08%013F-HRTimeline
LRI Investments, LLC1,180$147K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,171$146K0.02%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,134$142K<0.01%-28113F-HRTimelineGroup
Rosenberg Matthew Hamilton1,131$141K0.04%013F-HRTimeline
Mechanics Financial Corp1,098$137K0.06%013F-HRTimeline
Main Street Group, LTD1,085$136K0.05%013F-HRTimeline
Continuum Advisory, LLC1,070$134K0.02%013F-HRTimeline
Towne Trust Company, N.A1,062$133K0.05%new13F-HRTimeline
Farther Finance Advisors, LLC1,053$132K<0.01%-6313F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,035$129K0.02%+513F-HRTimelineGroup
Kentucky Trust Co1,000$125K0.07%13F-HRTimeline
CoreCap Advisors, LLC989$124K0.01%-89913F-HRTimeline
Blue Trust, Inc.986$123K<0.01%013F-HR/ATimeline
Financial Life Planners980$122K0.1%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.916$119K0.01%-53013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC940$117K0.01%013F-HRTimeline
Clearstead Trust, LLC920$115K0.02%013F-HRTimeline
Bear Mountain Capital, Inc.883$115K0.04%-9913F-HRTimeline
Holos Integrated Wealth LLC918$115K0.08%13F-HRTimeline
Front Row Advisors LLC915$114K0.04%013F-HRTimeline
S.A. Mason LLC880$110K0.06%013F-HRTimeline
Stonebridge Financial Group, LLC858$107K0.01%13F-HRTimeline
High Note Wealth, LLC851$106K0.03%new13F-HRTimeline
Bank of New Hampshire848$106K0.03%013F-HRTimeline
BOK Financial Private Wealth, Inc.813$102K0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.798$99.7K0.04%013F-HRTimeline
ALBION FINANCIAL GROUP /UT775$96.8K0.01%013F-HRTimeline
Synergy Investment Management, LLC769$96.1K0.04%13F-HRTimeline
Morling Financial Advisors, LLC761$95.1K0.03%new13F-HRTimeline
Millstone Evans Group, LLC753$94.1K0.06%13F-HRTimeline
Lindbrook Capital, LLC751$93.8K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC745$93.1K0.08%013F-HRTimeline
GPS Wealth Strategies Group, LLC744$93K0.01%+113F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV725$90.6K0.03%013F-HRTimeline
Smartleaf Asset Management LLC722$89.7K0.01%+5913F-HRTimeline
Evergreen Private Wealth LLC712$89K0.04%-3413F-HRTimeline
CITY HOLDING CO690$86.2K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/675$84.3K0.04%013F-HRTimelineGroup
Capital Investment Advisory Services, L…669$83.6K0.01%+4613F-HRTimeline
Milestone Investment Advisors LLC669$83.6K0.02%013F-HRTimeline
Western Pacific Wealth Management, LP668$83.5K0.07%013F-HRTimeline
Center for Financial Planning, Inc.660$82.5K0.01%013F-HRTimeline
Tortoise Investment Management, LLC656$82K0.01%013F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.650$81.2K0.01%+12513F-HRTimelineGroup
Geneos Wealth Management Inc.605$75.6K<0.01%-30413F-HRTimeline
Indiana Trust & Investment Management Co600$75K0.03%013F-HRTimeline
Quent Capital, LLC600$75K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC582$72.7K0.04%13F-HRTimeline
Future Financial Wealth Managment LLC581$72.6K0.05%013F-HRTimeline
Venturi Wealth Management, LLC553$69.1K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC545$68K0.02%+113F-HRTimeline
Provenance Wealth Advisors, LLC516$64.5K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC515$64.4K0.01%-3313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST510$63.7K0.01%-6713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC506$63.2K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC500$62.5K0.03%+213F-HRTimeline
WINTRUST INVESTMENTS LLC481$60K0.05%-1,07213F-HRTimeline
Piscataqua Savings Bank474$59.2K0.05%013F-HRTimeline
WOLFF WIESE MAGANA LLC470$58.7K0.04%013F-HRTimeline
Abound Wealth Management468$58.5K0.02%013F-HRTimeline
EASTERN BANK465$58.1K<0.01%013F-HRTimeline
Breakwater Investment Management463$57.9K0.02%013F-HR/ATimeline
Tidemark, LLC462$57.7K0.02%013F-HRTimeline
HighMark Wealth Management LLC448$56K0.03%-5,84213F-HRTimeline
TSFG, LLC424$53K0.01%-17513F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC409$51.1K<0.01%-29513F-HRTimeline
Murphy & Mullick Capital Management Corp386$48.2K0.04%13F-HRTimeline
Perkins Coie Trust Co385$48.1K0.01%+30013F-HRTimeline
Rialto Wealth Management, LLC384$48K0.02%13F-HRTimeline
Transcendent Capital Group LLC381$47.6K0.02%-1513F-HRTimeline
HOWE & RUSLING INC380$47.5K<0.01%+33713F-HRTimeline
GeoWealth Management, LLC372$46.5K<0.01%new13F-HRTimeline
Mendota Financial Group, LLC360$45K0.03%013F-HRTimeline
Register Financial Advisors LLC359$44.9K0.02%new13F-HRTimeline
Rice Partnership, LLC352$44K0.01%013F-HRTimeline
GAMMA Investing LLC338$42.2K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.336$41.9K0.03%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV330$41.2K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC304$38K0.02%013F-HRTimeline
Princeton Global Asset Management LLC300$37.5K0.01%013F-HRTimeline
Golden State Wealth Management, LLC300$37.5K0.01%13F-HRTimeline
Mainstream Capital Management LLC300$37.5K0.03%new13F-HRTimeline
Runnymede Capital Advisors, Inc.300$37.5K0.03%13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors289$36.1K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…286$35.8K0.03%13F-HRTimeline
WealthCollab, LLC284$35.5K0.02%013F-HRTimeline
Capital Investment Counsel, Inc266$33.2K0.01%013F-HRTimeline
Financial Perspectives, Inc262$32.7K0.01%013F-HRTimeline
Qube Research & Technologies Ltd256$32K<0.01%-29013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department246$30.7K0.01%13F-HRTimelineGroup
Palouse Capital Management, Inc.244$30.5K0.02%new13F-HRTimeline
Bullock Wealth Management Group230$28.8K0.02%-19113F-HRTimeline
Pacific Center for Financial Services220$27.5K0.01%013F-HRTimeline
North Star Investment Management Corp.217$27.1K<0.01%013F-HRTimeline
Caitlin John, LLC217$27.1K0.02%013F-HRTimeline
Pineridge Advisors LLC211$26.4K0.01%013F-HRTimeline
PSI Advisors, LLC202$25.2K0.01%+113F-HRTimeline
Orion Capital Management LLC200$25K0.01%new13F-HRTimeline
Stuart Chaussee & Associates, Inc.192$24K0.01%013F-HRTimeline
Dunhill Financial, LLC183$22.9K0.01%+113F-HRTimeline
Midwest Capital Advisors, LLC183$22.9K0.02%13F-HRTimeline
UNION SAVINGS BANK176$22K0.01%-31413F-HRTimeline
Sugarloaf Wealth Management, LLC160$20K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC155$19.4K<0.01%new13F-HR/ATimeline
Northwest Capital Management Inc154$19.2K0.01%013F-HRTimeline
Bristlecone Advisors, LLC141$17.6K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC139$17.4K0.01%013F-HRTimeline
Darwin Wealth Management, LLC138$17.2K0.01%013F-HR/ATimeline
Cape Investment Advisory, Inc.136$17K0.01%013F-HRTimeline
Creekmur Asset Management LLC136$17K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC136$16.8K<0.01%new13F-HRTimelineGroup
FULLER & THALER ASSET MANAGEMENT, INC.131$16.4K<0.01%new13F-HRTimeline
Coppell Advisory Solutions LLC132$16.4K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC129$16.1K<0.01%013F-HRTimeline
STEPH & CO120$15K0.01%-313F-HRTimeline
Archer Investment Corp118$14.7K<0.01%+113F-HRTimeline
Pacifica Partners Inc.115$14.3K0.01%013F-HRTimeline
Noble Wealth Management PBC108$13.5K0.01%13F-HRTimeline
Perritt Capital Management Inc104$13K0.01%013F-HRTimeline
CENTRAL TRUST Co104$13K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC94$11.7K<0.01%new13F-HRTimeline
Zions Bancorporation, N.A.92$11.5K<0.01%013F-HRTimeline
Stephens Consulting, LLC90$11.2K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP88$11K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…88$11K<0.01%013F-HRTimelineGroup
CoreFirst Bank & Trust84$10.5K0.01%013F-HRTimeline
Northwest Bank & Trust Co75$10.1K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC78$9.75K<0.01%013F-HRTimeline
Atlatl Advisers LLC73$9.12K0.01%13F-HRTimeline
Sawyer & Company, Inc71$9K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…66$8K0.01%-59013F-HRTimeline
CNB Bank61$7.62K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.61$7.62K<0.01%013F-HRTimeline
Briaud Financial Planning Inc60$7K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC56$7K<0.01%013F-HRTimeline