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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
Sunesis Advisors, LLC1,977$237K0.13%013F-HRTimeline
Ellevest, Inc.1,975$236K0.02%+113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,974$236K0.01%-7113F-HRTimeline
Mattern Wealth Management LLC1,953$234K0.05%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,954$234K<0.01%+14813F-HRTimelineGroup
Strategic Financial Concepts, LLC1,934$232K0.04%-4013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,927$231K0.02%+213F-HRTimeline
Summit Financial, LLC1,915$229K0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,912$229K<0.01%013F-HRTimeline
Bellwether Advisors, LLC1,918$229K0.05%+38613F-HRTimeline
SAPIENT CAPITAL LLC1,910$229K<0.01%-33613F-HRTimeline
Allied Investment Advisors, LLC1,909$229K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,906$228K0.01%-20613F-HRTimelineGroup
Meridian Wealth Management, LLC1,898$227K0.01%+2513F-HRTimeline
LaSalle St. Investment Advisors, LLC1,887$226K0.05%+513F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,883$225K0.01%-5513F-HRTimeline
CPC Advisors, LLC1,880$225K0.03%013F-HRTimeline
Tyche Wealth Partners LLC1,874$224K0.05%013F-HRTimeline
Aufman Associates Inc1,864$223K0.15%013F-HRTimeline
Gallacher Capital Management LLC1,860$223K0.11%013F-HRTimeline
Garde Capital, Inc.1,857$222K0.01%013F-HRTimeline
Accelerate Investment Advisors LLC1,849$221K0.19%+313F-HRTimeline
Sandy Spring Bank1,841$220K0.01%013F-HRTimeline
Empower Advisory Group, LLC1,840$220K<0.01%-59913F-HRTimeline
MB Generational Wealth, LLC1,814$217K0.16%013F-HRTimeline
Holland Advisory Services, Inc.1,801$216K0.33%+713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …1,800$216K<0.01%013F-HRTimelineGroup
V2 Financial group LLC1,800$216K0.14%013F-HRTimeline
Buttonwood Financial Advisors Inc.1,787$214K0.09%+1513F-HRTimeline
Hamilton Capital, LLC1,787$214K0.01%-23,59113F-HRTimeline
M1 Capital Management LLC1,779$213K0.13%-25,10613F-HRTimeline
MBL Wealth, LLC1,775$213K0.02%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,770$212K<0.01%013F-HRTimelineGroup
Madden Advisory Services, Inc.1,764$211K0.1%+513F-HRTimeline
Koss-Olinger Consulting, LLC1,751$210K0.02%new13F-HRTimeline
Friday Financial1,724$210K0.13%013F-HRTimeline
HCR Wealth Advisors1,737$208K0.03%013F-HRTimeline
Ruggaard & Associates LLC1,737$208K0.09%+113F-HRTimeline
NWF Advisory Services Inc.1,736$208K0.03%013F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC1,732$207K0.11%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,728$207K0.01%-30813F-HRTimelineGroup
SWP FINANCIAL LLC1,728$207K0.13%013F-HRTimeline
Valeo Financial Advisors, LLC1,723$206K0.01%013F-HRTimeline
Christensen, King & Associates Investme…1,676$204K0.1%-15013F-HRTimeline
First City Capital Management, Inc.1,690$202K0.12%013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,689$202K0.04%-68513F-HRTimeline
Clark Asset Management, LLC1,685$202K0.03%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,682$201K0.01%+6413F-HRTimeline
LANARK FINANCIAL, INC.1,681$201K0.02%+1,68013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,674$200K0.01%013F-HRTimelineGroup
Arete Wealth Advisors, LLC1,673$200K0.02%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,775$200K<0.01%-20013F-HRTimeline
NorthRock Partners, LLC1,613$193K0.01%013F-HRTimeline
Horizon Investments, LLC1,538$184K0.01%-4613F-HRTimeline
Key Financial Inc1,524$182K0.04%+4113F-HRTimeline
JTC Employer Solutions Trustee Ltd1,496$179K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,495$179K<0.01%-48213F-HRTimeline
Laurel Wealth Advisors LLC1,454$174K0.03%013F-HRTimeline
Smithfield Trust Co1,422$170K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,417$170K0.07%+513F-HRTimeline
PFS Partners, LLC1,390$166K0.09%+17513F-HRTimeline
HM PAYSON & CO1,367$164K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,352$162K0.01%013F-HRTimeline
Grove Bank & Trust1,305$156K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,248$149K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,230$147K0.02%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,217$146K<0.01%-2,81513F-HRTimelineGroup
Bogart Wealth, LLC1,193$143K0.01%013F-HRTimeline
Legacy Bridge, LLC1,185$142K0.08%013F-HRTimeline
LRI Investments, LLC1,180$141K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,171$140K0.02%013F-HRTimeline
TFC Financial Management, Inc.1,138$136K0.02%-6113F-HRTimeline
Blue Trust, Inc.1,134$136K<0.01%+14813F-HRTimeline
Rosenberg Matthew Hamilton1,131$135K0.03%013F-HRTimeline
Mechanics Financial Corp1,098$131K0.06%013F-HRTimeline
Mascoma Wealth Management LLC1,093$131K0.03%-20013F-HRTimeline
Main Street Group, LTD1,085$130K0.05%013F-HRTimeline
POM Investment Strategies, LLC1,071$128K0.15%new13F-HRTimeline
Continuum Advisory, LLC1,070$128K0.02%013F-HRTimeline
Towne Trust Company, N.A1,062$127K0.04%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners1,039$124K0.02%+413F-HRTimelineGroup
Kentucky Trust Co1,000$120K0.07%013F-HRTimeline
Financial Life Planners941$113K0.11%-3913F-HRTimeline
ROTHSCHILD INVESTMENT LLC940$113K0.01%013F-HRTimeline
Clearstead Trust, LLC920$110K0.02%013F-HRTimeline
Holos Integrated Wealth LLC918$110K0.07%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.916$110K0.01%013F-HRTimelineGroup
Front Row Advisors LLC915$110K0.04%013F-HRTimeline
S.A. Mason LLC880$105K0.06%013F-HRTimeline
Stonebridge Financial Group, LLC858$103K0.01%013F-HRTimeline
High Note Wealth, LLC851$102K0.03%013F-HRTimeline
Bank of New Hampshire848$102K0.03%013F-HRTimeline
Bear Mountain Capital, Inc.883$101K0.04%013F-HRTimeline
Lindbrook Capital, LLC815$97.6K0.01%+6413F-HRTimeline
DHJJ Financial Advisors, Ltd.798$95.5K0.04%013F-HRTimeline
ALBION FINANCIAL GROUP /UT775$92.8K0.01%013F-HRTimeline
Morling Financial Advisors, LLC761$91.1K0.03%013F-HRTimeline
Millstone Evans Group, LLC753$90.2K0.06%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC750$89.8K<0.01%-3,59213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding747$89.4K+458Timeline
GPS Wealth Strategies Group, LLC745$89.3K0.01%+113F-HRTimeline
SIMA Wealth Partners, LLC745$89.2K0.07%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV725$86.8K0.03%013F-HRTimeline
Smartleaf Asset Management LLC726$86.6K0.01%+413F-HRTimeline
Geneos Wealth Management Inc.704$84.3K<0.01%+9913F-HRTimeline
CITY HOLDING CO690$82.6K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…669$80.1K0.01%013F-HRTimeline
Milestone Investment Advisors LLC669$80.1K0.02%013F-HRTimeline
Western Pacific Wealth Management, LP668$80K0.07%013F-HRTimeline
Center for Financial Planning, Inc.660$79K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.655$78.4K0.01%+513F-HRTimelineGroup
Evergreen Private Wealth LLC631$75.5K0.04%-8113F-HRTimeline
BOK Financial Private Wealth, Inc.610$73K0.01%-20313F-HRTimeline
Indiana Trust & Investment Management Co600$71.8K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC582$69.9K0.03%013F-HRTimeline
Future Financial Wealth Managment LLC581$69.6K0.05%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/578$69.2K0.03%-9713F-HRTimelineGroup
Founders Financial Alliance, LLC545$65.3K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC506$63.2K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC516$61.8K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC515$61.7K0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC502$60.1K0.02%+213F-HRTimeline
N.E.W. Advisory Services LLC488$58.4K<0.01%new13F-HRTimeline
Piscataqua Savings Bank474$56.8K0.05%013F-HRTimeline
WOLFF WIESE MAGANA LLC470$56.3K0.04%013F-HRTimeline
Abound Wealth Management469$56.1K0.02%+113F-HRTimeline
EASTERN BANK465$55.7K<0.01%013F-HRTimeline
Breakwater Investment Management463$55.4K0.02%013F-HRTimeline
Tidemark, LLC462$55.3K0.02%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST460$55.1K0.01%-5013F-HRTimeline
TSFG, LLC424$51K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC409$49K<0.01%013F-HRTimeline
North Capital, Inc.408$48.9K0.05%13F-HRTimeline
Quent Capital, LLC401$48K0.01%-19913F-HRTimeline
Murphy & Mullick Capital Management Corp386$46.2K0.04%013F-HRTimeline
Rialto Wealth Management, LLC384$46K0.01%013F-HRTimeline
Synergy Investment Management, LLC379$45.4K0.02%-39013F-HRTimeline
GeoWealth Management, LLC373$44.6K<0.01%+113F-HRTimeline
Mendota Financial Group, LLC360$43.1K0.05%013F-HRTimeline
Rice Partnership, LLC352$42.1K0.01%013F-HRTimeline
HighMark Wealth Management LLC339$40.6K0.02%-10913F-HRTimeline
GAMMA Investing LLC338$40.5K<0.01%013F-HR/ATimeline
IMA Advisory Services, Inc.338$40.5K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.337$40.3K0.03%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV330$39.5K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC304$36.4K0.02%013F-HRTimeline
Princeton Global Asset Management LLC300$35.9K0.01%013F-HRTimeline
Golden State Wealth Management, LLC300$35.9K0.01%013F-HR/ATimeline
WealthCollab, LLC284$34K0.02%013F-HRTimeline
MorganRosel Wealth Management, LLC277$33.2K0.01%new13F-HRTimeline
Runnymede Capital Advisors, Inc.270$32.3K0.03%-3013F-HRTimeline
Capital Investment Counsel, Inc266$31.8K<0.01%013F-HRTimeline
Financial Perspectives, Inc262$31.4K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department246$29.5K0.01%013F-HRTimelineGroup
Palouse Capital Management, Inc.244$29.2K0.02%013F-HRTimeline
ORG Partners LLC241$28.9K0.01%new13F-HRTimeline
Bullock Wealth Management Group231$27.8K0.02%+113F-HRTimeline
CX Institutional229$27K<0.01%new13F-HRTimeline
von Borstel & Associates, Inc.226$27K0.01%new13F-HRTimeline
Pacific Center for Financial Services220$26.3K0.01%013F-HRTimeline
North Star Investment Management Corp.217$26K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…208$25K0.02%-7813F-HRTimeline
Orion Capital Management LLC200$23.9K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC198$23.7K0.01%+1513F-HRTimeline
Stuart Chaussee & Associates, Inc.192$23K0.01%013F-HRTimeline
Signature Resources Capital Management,…192$23K0.02%+14413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC188$22.5K<0.01%+3313F-HRTimeline
Dunhill Financial, LLC184$22K0.01%+113F-HRTimeline
UNION SAVINGS BANK176$21.1K0.01%013F-HRTimeline
Northwest Capital Management Inc154$18.4K0.01%013F-HRTimeline
Darwin Wealth Management, LLC138$17.2K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC144$17.2K0.01%new13F-HRTimeline
Bristlecone Advisors, LLC141$16.9K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC139$16.6K0.01%013F-HRTimeline
Creekmur Asset Management LLC136$16.3K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC129$15.4K<0.01%013F-HRTimeline
STEPH & CO120$14.4K0.01%013F-HRTimeline
Archer Investment Corp118$14.2K<0.01%013F-HRTimeline
Pacifica Partners Inc.115$13K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC108$12.9K<0.01%+1413F-HRTimeline
Perritt Capital Management Inc104$12.5K0.01%013F-HRTimeline
CENTRAL TRUST Co104$12.5K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…100$12K<0.01%new13F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…92$11K<0.01%13F-HRTimeline
Stephens Consulting, LLC90$10.8K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP88$10.5K<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…88$10.5K<0.01%013F-HRTimelineGroup
Perkins Coie Trust Co85$10.2K<0.01%-30013F-HRTimeline
Noble Wealth Management PBC79$9.46K0.01%-2913F-HRTimeline
Moisand Fitzgerald Tamayo, LLC78$9.34K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.76$9.1K<0.01%+3013F-HRTimeline
Sawyer & Company, Inc71$9K<0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co75$8.56K0.01%13F-HRTimeline
CNB Bank61$7.3K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.61$7.3K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC56$6.71K<0.01%-60013F-HR/ATimeline
Morton Brown Family Wealth, LLC56$6.71K<0.01%013F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV50$6K<0.01%013F-HRTimeline
HOWE & RUSLING INC43$5.17K<0.01%-33713F-HRTimeline
Hemington Wealth Management47$5K<0.01%013F-HRTimeline