Skip to content

IJJ ISHARES TR

Follow

SHS (fund)

838 managers (851 13F filers) reported a position in IJJ shares at 2026-03-31, 43,506,934 shares in all. 55 filers opened a position and 45 filers sold out during the quarter.

Managers
838
13F filers
851
New
55
Added
216
Reduced
293
Sold out
45
Shares held by filers
43,506,934

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Financial Solutions Advisory Group, Inc.1,810$240K0.03%13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …1,800$238K<0.01%013F-HRTimelineGroup
V2 Financial group LLC1,800$238K0.11%013F-HRTimeline
Bogart Wealth, LLC1,799$238K0.01%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,799$238K0.18%013F-HRTimeline
AdvisorNet Financial, Inc1,793$238K0.01%+213F-HRTimeline
Lee, Kelleher & Klein Wealth Management1,772$235K0.14%-34013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,770$235K<0.01%013F-HRTimelineGroup
Callan Family Office, LLC1,770$235K0.01%-1,33213F-HRTimeline
NWF Advisory Services Inc.1,766$234K0.03%013F-HRTimeline
Weil Company, Inc.1,764$234K0.05%+513F-HRTimeline
HBK Sorce Advisory LLC1,647$233K<0.01%+9713F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,753$232K0.03%+6513F-HRTimeline
MBL Wealth, LLC1,750$232K0.02%013F-HRTimeline
NorthRock Partners, LLC1,747$232K<0.01%-413F-HRTimeline
HCR Wealth Advisors1,740$231K0.02%013F-HRTimeline
Hamilton Capital, LLC1,738$230K0.01%-24313F-HRTimeline
Sound Income Strategies, LLC1,729$230K0.01%-33413F-HRTimeline
DOPKINS WEALTH MANAGEMENT, LLC1,732$229K0.09%013F-HRTimeline
SWP FINANCIAL LLC1,728$229K0.12%013F-HRTimeline
Friday Financial1,724$228K0.08%013F-HRTimeline
Investmark Advisory Group LLC1,724$228K0.1%+513F-HRTimeline
Decker Wealth Management LLC1,720$228K0.05%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,721$228K<0.01%+3913F-HRTimeline
Garde Capital, Inc.1,719$228K0.01%013F-HRTimeline
Florida Trust Wealth Management Co1,715$227K0.01%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,715$227K<0.01%-19713F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,650$227K<0.01%013F-HRTimeline
First County Bank /CT/1,696$225K0.12%-27313F-HRTimeline
First City Capital Management, Inc.1,690$224K0.12%013F-HRTimeline
Clark Asset Management, LLC1,684$223K0.02%013F-HRTimeline
Sunbelt Securities, Inc.1,673$222K0.01%013F-HRTimeline
MONEYWISE, INC.1,663$220K0.1%+413F-HRTimeline
Buttonwood Financial Advisors Inc.1,659$220K0.07%013F-HRTimeline
Relyea Zuckerberg Hanson LLC1,657$220K0.02%+613F-HRTimeline
KCM INVESTMENT ADVISORS LLC1,649$218K0.01%new13F-HRTimeline
Baker Avenue Asset Management, LP1,629$216K<0.01%013F-HRTimeline
Holland Advisory Services, Inc.1,626$215K0.29%+113F-HRTimeline
OpenArc Corporate Advisory, LLC1,624$215K<0.01%new13F-HRTimeline
EARNEST PARTNERS LLC1,619$215K<0.01%-4,28013F-HRTimeline
Elm Partners Management LLC1,651$214K0.01%+613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,612$214K<0.01%013F-HRTimelineGroup
Hixon Zuercher, LLC1,600$212K0.07%013F-HRTimeline
Foundations Investment Advisors, LLC1,598$212K<0.01%new13F-HRTimeline
Richmond Investment Services, LLC1,587$210K0.03%+213F-HRTimeline
ABLE Financial Group, LLC1,582$210K0.04%new13F-HRTimeline
Cosner Financial Group, LLC1,578$209K0.11%-53413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,564$207K0.08%-1,50013F-HRTimeline
Align Financial, LLC1,548$205K0.12%-202,15313F-HRTimeline
PRIVATE MANAGEMENT GROUP INC1,546$205K0.01%013F-HRTimeline
Belpointe Asset Management LLC1,540$204K0.01%-1,70513F-HRTimeline
Fortis Capital Advisors, LLC1,540$204K0.03%new13F-HRTimeline
Dynamic Financial Group1,538$204K0.17%013F-HRTimeline
Christensen, King & Associates Investme…1,535$203K0.09%-14113F-HRTimeline
PFS Partners, LLC1,533$203K0.09%+613F-HRTimeline
Clayton Financial Group LLC1,530$203K0.1%+313F-HRTimeline
BlueChip Wealth Advisors LLC1,516$201K0.09%new13F-HRTimeline
Dana Investment Advisors, Inc.1,516$201K0.01%new13F-HRTimeline
McGlone Suttner Wealth Management, Inc.1,515$201K0.03%new13F-HRTimeline
JTC Employer Solutions Trustee Ltd1,496$198K0.02%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,443$191K0.06%+513F-HRTimeline
Smithfield Trust Co1,422$188K0.01%013F-HRTimeline
CoreCap Advisors, LLC1,399$185K0.01%-413F-HRTimeline
Key Financial Inc1,370$182K0.03%013F-HRTimeline
HM PAYSON & CO1,367$181K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,352$179K0.01%new13F-HR/ATimeline
Sage Mountain Advisors LLC1,338$177K0.01%013F-HRTimeline
Meramec Financial Planners, LLC1,235$176K0.07%+1013F-HRTimeline
Silicon Valley Capital Partners1,308$173K0.02%+413F-HRTimeline
Geneos Wealth Management Inc.1,306$173K<0.01%013F-HRTimeline
ALERUS FINANCIAL NA1,256$166K0.01%013F-HRTimeline
OAKWORTH CAPITAL, INC.1,248$165K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,234$164K<0.01%-54513F-HR/ATimeline
Acropolis Investment Management, LLC1,230$163K0.01%new13F-HRTimeline
United Community Bankin group United Community Bank1,191$158K0.05%-1,02413F-HRTimelineGroup
Legacy Bridge, LLC1,185$157K0.06%013F-HRTimeline
LRI Investments, LLC1,180$156K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.1,171$155K0.02%013F-HRTimeline
Larson Financial Group LLC1,166$155K<0.01%-1,21813F-HRTimeline
TFC Financial Management, Inc.1,138$151K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC1,135$150K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton1,131$150K0.03%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC1,090$144K0.01%new13F-HRTimeline
Main Street Group, LTD1,085$144K0.04%new13F-HRTimeline
Smartleaf Asset Management LLC1,098$142K0.01%+31813F-HRTimeline
Towne Trust Company, N.A1,062$141K0.05%013F-HRTimeline
Prosperity Bancshares Inc1,022$135K0.11%013F-HRTimeline
Mechanics Financial Corp1,004$133K0.06%-413F-HRTimeline
Wealth Preservation Advisors, LLC974$129K0.11%-1,50513F-HRTimeline
CENTRAL TRUST Co934$124K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC918$123K0.06%013F-HRTimeline
Clearstead Trust, LLC920$122K0.02%013F-HRTimeline
Front Row Advisors LLC915$121K0.04%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding912$121K0Timeline
S.A. Mason LLC880$117K0.04%013F-HRTimeline
Mascoma Wealth Management LLC873$116K0.02%013F-HRTimeline
High Note Wealth, LLC851$113K0.02%013F-HRTimeline
Kentucky Trust Co850$113K0.06%013F-HRTimeline
CITY HOLDING CO825$109K0.01%-1913F-HRTimeline
Medallion Wealth Advisors, LLC811$107K0.04%013F-HRTimeline
Rice Partnership, LLC807$107K0.01%013F-HRTimeline
Walsh & Associates, LLC803$106K0.11%013F-HRTimeline
DHJJ Financial Advisors, Ltd.798$106K0.04%013F-HRTimeline
Owl Creek Wealth Partners LLC797$106K0.04%13F-HRTimeline
BOK Financial Private Wealth, Inc.795$105K0.01%+26213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC791$105K<0.01%-39313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC780$103K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT775$103K0.01%013F-HRTimeline
Millstone Evans Group, LLC753$99.8K0.06%013F-HRTimeline
POM Investment Strategies, LLC732$96.9K0.12%-16,09713F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV725$96.1K0.03%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC684$90.6K<0.01%013F-HRTimeline
Milestone Investment Advisors LLC669$88.6K0.02%013F-HRTimeline
Western Pacific Wealth Management, LP668$88.5K0.09%013F-HRTimeline
Center for Financial Planning, Inc.660$87.5K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.655$86.8K0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…647$85.7K0.01%013F-HRTimeline
Financial Life Planners630$83.5K0.06%new13F-HRTimeline
SIMA Wealth Partners, LLC620$82.2K0.06%-7513F-HRTimeline
Indiana Trust & Investment Management Co600$79.5K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO585$77.5K<0.01%new13F-HRTimelineGroup
Legend Capital Advisors LLC564$74.7K0.05%new13F-HRTimeline
GAMMA Investing LLC563$74.6K<0.01%+18113F-HRTimeline
Founders Financial Alliance, LLC547$72.5K0.01%+13813F-HRTimeline
Provenance Wealth Advisors, LLC516$68.4K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC515$68.2K<0.01%-73613F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC511$67.8K0.02%+213F-HRTimeline
TOTH FINANCIAL ADVISORY CORP511$67.7K0.01%+29013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC506$67K<0.01%013F-HRTimeline
Napier Financial, LLC490$64.9K0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC488$64.7K<0.01%013F-HRTimeline
Piscataqua Savings Bank474$62.8K0.04%013F-HRTimeline
Abound Wealth Management469$62.2K0.01%013F-HRTimeline
Breakwater Investment Management463$61.3K0.02%013F-HRTimeline
Tidemark, LLC462$61.2K0.02%013F-HRTimeline
Birchwood Financial Partners, Inc.460$60.9K0.06%+213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/450$59.6K0.02%-2513F-HRTimelineGroup
Longview Financial Advisors, Inc.441$58.5K0.04%new13F-HRTimeline
WOLFF WIESE MAGANA LLC440$58.3K0.03%013F-HRTimeline
Greykasell Wealth Strategies, Inc.430$57K0.02%013F-HRTimeline
Triumph Capital Management430$56.9K0.01%+213F-HRTimeline
Strategic Wealth Partners, Ltd.426$56.4K<0.01%013F-HRTimeline
TSFG, LLC424$56K0.01%013F-HRTimeline
Cornerstone Financial Management LLC410$54.3K0.05%013F-HR/ATimeline
AMERICAN NATIONAL BANK & TRUST402$53.3K0.01%013F-HRTimeline
Quent Capital, LLC401$53.1K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.401$53K<0.01%-1613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
True Link Financial Advisors, LLC400$53K<0.01%new13F-HR/ATimeline
Murphy & Mullick Capital Management Corp386$51.1K0.04%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.385$51K<0.01%-30713F-HRTimelineGroup
Rialto Wealth Management, LLC382$50.6K0.01%013F-HRTimeline
Synergy Investment Management, LLC367$48.6K0.02%new13F-HRTimeline
IMA Advisory Services, Inc.338$44.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV313$41.5K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC304$40.3K0.01%013F-HRTimeline
Golden State Wealth Management, LLC300$39.8K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC300$39.8K0.01%013F-HRTimeline
WealthCollab, LLC284$37.6K0.02%013F-HRTimeline
ADVISORTRUST PARTNERS, LLC268$35.5K0.01%new13F-HRTimeline
Bear Mountain Capital, Inc.249$35.4K0.01%-713F-HRTimeline
Capital Investment Counsel, Inc266$35.2K<0.01%013F-HRTimeline
Financial Perspectives, Inc262$34.7K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department246$32.6K0.01%013F-HRTimelineGroup
Signature Equity Partners, LLC246$32.6K0.02%013F-HRTimeline
Palouse Capital Management, Inc.244$32.3K0.02%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.237$31.3K0.02%013F-HRTimeline
Bullock Wealth Management Group235$31.3K0.02%013F-HRTimeline
CX Institutional231$31K<0.01%-13413F-HRTimeline
Quaker Wealth Management, LLC220$29.1K0.01%+113F-HRTimeline
Caitlin John, LLC217$28.8K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…212$28.2K0.02%+113F-HRTimeline
Gunpowder Capital Management, LLC dba O…206$27.3K0.02%013F-HRTimeline
Cedar Mountain Advisors, LLC202$26.8K0.01%new13F-HRTimeline
Orion Capital Management LLC200$26.5K0.01%013F-HRTimeline
Sankala Group LLC200$26.2K0.02%013F-HRTimeline
Merrithew & Thorsten Inc203$26K0.02%+113F-HRTimeline
Signature Resources Capital Management,…192$25.4K0.01%013F-HRTimeline
North Star Investment Management Corp.187$24.8K<0.01%013F-HRTimeline
Dunhill Financial, LLC184$24.4K0.01%-313F-HRTimeline
3 FACTOR INDEXING, LLC180$23.9K0.02%13F-HRTimeline
HOWE & RUSLING INC176$23.4K<0.01%+613F-HRTimeline
UNION SAVINGS BANK176$23.3K0.01%013F-HRTimeline
Key Capital Management, INC172$22.8K0.02%new13F-HRTimeline
Anchor Investment Management, LLC165$21.9K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC155$20.5K<0.01%013F-HRTimeline
Piedmont Capital Management, LLC/NC152$20.1K0.01%013F-HRTimeline
Pacific Center for Financial Services148$19.6K<0.01%-7213F-HRTimeline
SITTNER & NELSON, LLC139$18.4K0.01%013F-HRTimeline
Darwin Wealth Management, LLC138$18.3K0.01%013F-HRTimeline
Imprint Wealth LLC138$18.3K0.08%013F-HRTimeline
Sterling Capital Management LLC137$18.2K<0.01%-13113F-HRTimeline
Team Financial Group, LLC136$18K0.01%013F-HRTimeline
SHP Wealth Management136$18K<0.01%+213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…128$17K0.01%new13F-HRTimeline
Grove Bank & Trust126$16.7K<0.01%013F-HRTimeline
Pacifica Partners Inc.115$15.2K0.01%013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC106$14K<0.01%new13F-HRTimeline
Monetary Solutions, Ltd105$13.9K0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC102$13.5K<0.01%013F-HRTimeline
RHUMBLINE ADVISERS100$13.2K<0.01%new13F-HRTimeline