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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
MORGAN STANLEYin group MORGAN STANLEY4,061,520$508M0.04%+33,52413F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,577,174$447M0.11%+49,93913F-HRTimelineGroup
FMR LLCin group FMR LLC3,366,491$421M0.03%+143,07713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,342,909$293M0.03%+35,97113F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,154,366$269M0.06%+225,61913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,950,100$244M+60,591Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,407,669$176M0.12%+48,13013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC987,732$123M0.03%+69,86813F-HRTimelineGroup
D.A. DAVIDSON & CO.897,864$112M0.91%+15,73913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC853,539$107M0.04%13F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.705,043$88.1M1.2%-36413F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP705,020$88.1M0.01%+22,07113F-HRTimelineGroup
Financial Engines Advisors L.L.C.690,371$86.3M0.18%-41,56313F-HRTimeline
LPL Financial LLC654,199$81.7M0.03%+48,66813F-HRTimeline
Evensky & Katz LLC636,764$79.6M5.21%-2,37613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…597,886$74.7M0.06%+90113F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC578,772$72.3M4.35%-5,88113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA524,708$65.6M0.01%+4,61213F-HRTimelineGroup
Willis Johnson & Associates, Inc.455,050$56.9M4.37%+10,04113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO425,183$53.1M<0.01%+34,01113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp417,899$52.2M0.01%-4,40113F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD419,405$51.8M2.97%-5,60813F-HRTimeline
HighTower Advisors, LLC390,496$48.8M0.07%+26,98413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.361,563$45.2M0.09%-2,68113F-HRTimelineGroup
MAI Capital Management357,959$44.7M0.33%+4,80813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC340,782$42.6M0.06%+55,66413F-HRTimeline
Wilmington Savings Fund Society, FSB325,109$40.6M0.73%-5,62213F-HRTimeline
BOKF, NAin group BOKF, NA323,532$39.9M0.67%-4,16913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP268,924$33.6M0.05%-8,24713F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC255,497$31.9M0.14%-13,29813F-HRTimelineGroup
Creative Planningin group Creative Planning242,620$30.3M0.03%+8,32113F-HRTimelineGroup
COURIER CAPITAL LLC237,137$29.6M2.04%+3,49813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC230,848$28.8M0.06%-2,58713F-HRTimelineGroup
Mesirow Financial Investment Management…217,027$27.1M0.54%+45213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…216,936$27.1M0.07%+94713F-HRTimelineGroup
Rehmann Capital Advisory Group198,670$24.8M1.57%-1,10613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC198,292$24.8M0.15%-176,03513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…177,352$22.2M0.09%+76413F-HRTimelineGroup
Arax Advisory Partners173,522$21.7M1.36%-3,00513F-HRTimeline
Mariner, LLCin group Mariner, LLC169,222$21.1M0.04%-67813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/166,682$20.8M0.01%+4,21213F-HRTimelineGroup
SPC Financial, Inc.163,982$20.5M1.79%+2,98613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.163,434$20.4M0.05%+31,93113F-HR/ATimelineGroup
Wealth Advisory Solutions, LLC162,682$20.3M5.7%-413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP156,124$19.5M0.02%+19,86813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.148,918$18.6M0.18%-3,07113F-HRTimelineGroup
JMAC ENTERPRISES LLC141,598$17.7M2.78%+19813F-HRTimeline
1834 INVESTMENT ADVISORS CO136,893$17.1M2.17%-22,84613F-HRTimeline
Sterling Financial Planning, Inc.135,140$16.9M6.21%-1,59913F-HRTimeline
Blue Edge Capital, LLC127,616$15.9M2.51%+15,55013F-HRTimeline
Capital Advisors, Ltd. LLC123,163$15.4M1.94%-21713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP122,456$15.3M0.03%-25,12113F-HRTimelineGroup
Lutz Financial Services LLC122,147$15.3M1.23%-72013F-HRTimeline
FIRST MERCHANTS CORP119,954$15M0.58%-1,35713F-HRTimeline
Wealthspire Advisors, LLC118,795$14.8M0.15%+5,27113F-HRTimeline
Texas Yale Capital Corp.115,990$14.5M0.58%+1,59513F-HRTimeline
Salomon & Ludwin, LLC112,272$14M1.49%-7,13013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding111,864$14M+3,377Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…110,845$13.9M0.03%+14,29413F-HR/ATimeline
Steward Partners Investment Advisory, L…110,009$13.7M0.12%-87513F-HRTimeline
GHP Investment Advisors, Inc.109,282$13.7M0.64%-53113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP109,172$13.6M0.01%-5,94013F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC108,526$13.6M2.69%+22,61913F-HRTimeline
Cetera Investment Advisers106,498$13.3M0.03%-1,39713F-HRTimeline
Flaharty Asset Management, LLC102,273$12.8M1.87%-1,69113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding99,762$12.5M-3,611Timeline
Ellis Investment Partners, LLC97,219$12.1M2.39%-19813F-HRTimeline
ETF Portfolio Partners, Inc.95,450$11.9M3.58%-33,38513F-HRTimeline
COMERICA BANK95,107$11.9M0.05%-25,80413F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC94,493$11.8M0.17%-6,58013F-HRTimeline
Asset Management Group, Inc.90,957$11.4M2.02%+12713F-HRTimeline
Cambridge Investment Research Advisors,…87,736$11M0.04%+3,62013F-HRTimeline
Cassaday & Co Wealth Management LLC86,685$10.8M0.3%+38213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV83,238$10.4M0.76%-9813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\80,675$10.1M0.01%-19413F-HRTimelineGroup
Omega Financial Group, LLC80,504$10.1M3.81%+1,63813F-HRTimeline
Causey Wealth LLC79,940$9.99M5.82%13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding78,073$9.76M+49,621Timeline
Atria Wealth Solutions, Inc.77,112$9.64M0.11%+3,20813F-HRTimeline
M&T Bank Corpin group M&T Bank Corp75,503$9.43M0.03%-7,60513F-HRTimelineGroup
Prospera Financial Services Inc74,410$9.3M0.22%+16,22013F-HRTimeline
Mill Creek Capital Advisors, LLC72,226$9.03M0.22%013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers71,926$8.99M0.02%-1,80813F-HRTimelineGroup
GREAT LAKES ADVISORS, LLC65,921$8.24M0.07%-4,64313F-HRTimeline
Ullmann Wealth Partners Group, LLC62,330$7.79M1.01%-1,93213F-HRTimeline
InvesTrust62,590$7.77M2.16%13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp60,645$7.58M0.23%+3213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS58,484$7.31M0.02%-54913F-HRTimeline
LMG Wealth Partners, LLC57,830$7.23M1.58%+11813F-HRTimeline
GREENLEAF TRUST57,127$7.14M0.06%-21613F-HRTimeline
MML INVESTORS SERVICES, LLC55,443$6.93M0.02%+3,95713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP54,747$6.84M0.05%+1,19313F-HRTimelineGroup
Merriman Wealth Management, LLC53,843$6.73M0.28%-2,61713F-HRTimeline
Oldfather Financial Services, LLC53,278$6.66M2.54%+53013F-HRTimeline
Sequoia Financial Advisors, LLC49,975$6.24M0.06%+16,19513F-HR/ATimeline
BECKER CAPITAL MANAGEMENT INC48,804$6.1M0.2%013F-HRTimeline
First Citizens Financial Corp47,222$5.9M3.2%-60513F-HRTimeline
Dakota Wealth Management45,899$5.74M0.13%+5,07213F-HRTimeline
PITTENGER & ANDERSON INC44,390$5.55M0.2%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.44,228$5.53M0.3%new13F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV44,159$5.52M0.01%-68313F-HRTimeline
Patriot Financial Group Insurance Agenc…43,956$5.49M0.74%+1,52813F-HRTimeline
Broadview Financial Management, LLC43,553$5.44M3.89%-1,71013F-HRTimeline
One Capital Management, LLC43,459$5.43M0.18%-4,29113F-HRTimeline
CIBC WORLD MARKET INC.43,397$5.42M0.01%-4,25513F-HRTimeline
Hudson Capital Management LLC42,845$5.35M1.66%-2,24313F-HRTimeline
Asset Dedication, LLC42,577$5.32M0.42%-7,87513F-HRTimeline
Ironwood Financial, llc42,106$5.26M1.1%-3,64413F-HRTimeline
Janney Montgomery Scott LLC41,935$5.24M0.01%+1,39513F-HRTimeline
JFS WEALTH ADVISORS, LLC41,776$5.22M0.36%-96913F-HRTimeline
Idaho Trust Co41,692$5.21M2.62%+6,74013F-HRTimeline
BKM Wealth Management, LLC41,647$5.2M2.14%-59413F-HRTimeline
Cordatus Wealth Management LLC41,190$5.15M1.36%-7913F-HRTimeline
Ifrah Financial Services, Inc.40,505$5.06M1.4%-60713F-HRTimeline
Bryn Mawr Trust Advisors, LLC40,288$5.03M0.27%-1,12113F-HR/ATimeline
Private Advisor Group, LLC39,876$4.98M0.03%-1,80713F-HRTimeline
Foundation Wealth Management, LLC39,740$4.97M3.86%-74313F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …39,049$4.88M0.28%-80813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…38,955$4.87M0.01%+12,90113F-HRTimelineGroup
NorthCrest Asset Manangement, LLC38,628$4.83M0.14%-1,37613F-HR/ATimeline
Waverly Advisors, LLC37,820$4.73M0.07%+26,39013F-HRTimeline
JNBA Financial Advisors37,327$4.66M0.48%-20613F-HRTimeline
Astra Wealth Partners LLC37,165$4.64M4.38%13F-HRTimeline
NOVEM GROUP36,704$4.59M0.68%13F-HRTimeline
King Wealth Management Group36,493$4.56M0.67%+53113F-HRTimeline
Csenge Advisory Group35,741$4.47M0.24%+1,96613F-HRTimeline
Sierra Capital LLC35,531$4.44M0.53%+2413F-HRTimeline
CFS Investment Advisory Services, LLC35,150$4.39M0.39%-14813F-HRTimeline
Centerpoint Advisors, LLC34,898$4.36M1.53%-1,40413F-HRTimeline
Goelzer Investment Management, Inc.34,699$4.34M0.25%+613F-HRTimeline
Bleakley Financial Group, LLC34,476$4.31M0.13%+20713F-HRTimeline
ANB BANK34,269$4.28M1.88%13F-HRTimeline
Brightwater Advisory LLC33,645$4.2M3.3%-15113F-HRTimeline
SOL Capital Management CO33,331$4.17M0.46%+28013F-HRTimeline
Per Stirling Capital Management, LLC.33,325$4.16M0.59%+49413F-HRTimeline
LTG Capital LLC32,855$4.11M3.44%-55913F-HRTimeline
FINANCIAL COUNSELORS INC32,810$4.1M0.06%-13013F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding32,775$4.1M-4,817Timeline
IFP Advisors, Inc32,595$4.07M0.13%+21513F-HRTimeline
Heritage Wealth Advisors37,748$4M0.2%013F-HRTimeline
Cranbrook Wealth Management, LLC31,558$3.94M0.91%-58813F-HRTimeline
Trail Ridge Investment Advisors, LLC31,443$3.93M1.87%+1,01613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…31,421$3.93M0.16%+2,68313F-HRTimelineGroup
Pinnacle Financial Partners Inc30,703$3.84M0.08%+5,49413F-HRTimeline
Factorial Partners, LLC30,500$3.81M2.19%013F-HRTimeline
Glass Jacobson Investment Advisors llc30,276$3.78M1.24%-61813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
River Wealth Advisors LLC30,234$3.78M0.5%-88513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK30,222$3.78M0.12%-3,00413F-HRTimelineGroup
Modera Wealth Management, LLC30,029$3.75M0.05%+29313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…29,875$3.73M0.09%+15,89913F-HRTimelineGroup
Nikulski Financial, Inc.29,684$3.71M1.09%-43313F-HRTimeline
Alesco Advisors, LLC, An ESL Co28,424$3.55M0.11%-1,28413F-HRTimeline
Campion Asset Management28,194$3.52M2.66%-2,44413F-HRTimeline
LVZ, Inc.28,096$3.51M0.45%+3,30013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC27,844$3.48M<0.01%-88,13813F-HRTimelineGroup
First Heartland Consultants, Inc.27,632$3.45M0.35%+23,87813F-HRTimeline
Sanctuary Advisors, LLC26,259$3.44M0.02%-1,12913F-HRTimeline
M1 Capital Management LLC26,885$3.36M1.81%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC26,583$3.32M0.07%-6,73213F-HRTimeline
Neumann Capital Management, LLC26,430$3.3M1.1%013F-HRTimeline
Ashton Thomas Private Wealth, LLC25,622$3.2M0.12%+49113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK25,584$3.2M0.02%+34913F-HRTimelineGroup
Hamilton Capital, LLC25,378$3.17M0.24%+3,05813F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC25,044$3.13M0.05%+23,12513F-HRTimeline
Betterment LLC24,856$3.11M0.01%+1,03813F-HRTimeline
VANCE WEALTH, LLC24,605$3.07M1.19%-35913F-HRTimeline
Bluespring Wealth Management, LLC24,437$3.05M0.31%-1,47713F-HRTimeline
DDFG, Inc24,142$3.02M0.87%+4213F-HRTimeline
Prosperity Planning, Inc.23,721$2.96M0.95%-2,18413F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV23,588$2.95M1.3%+32213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC23,332$2.92M0.07%-10513F-HRTimeline
TIAAgroup of 2 filers holding23,199$2.9M-3,156Timeline
BlackRock, Inc.in group BlackRock, Inc.23,114$2.89M<0.01%+22,67813F-HRTimelineGroup
Quadrant Private Wealth Management, LLC22,314$2.79M0.69%013F-HRTimeline
Sigma Planning Corp22,115$2.76M0.09%-9313F-HRTimeline
UMB Bank, n.a.21,904$2.74M0.04%-17413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HB Wealth Management, LLC21,326$2.66M0.03%+1,36113F-HRTimeline
Soltis Investment Advisors LLC21,185$2.65M0.25%-9,89313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.20,418$2.55M0.02%+88013F-HRTimeline
Oxler Private Wealth LLC20,340$2.54M0.84%-1,16313F-HRTimeline
Stokes Family Office, LLC20,043$2.5M0.27%+11513F-HRTimeline
Family Firm, Inc.19,958$2.49M0.55%+8813F-HRTimeline
Guidance Point Advisors, LLC19,844$2.48M0.7%+6313F-HRTimeline
Bragg Financial Advisors, Inc19,815$2.48M0.1%-57313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC19,431$2.43M0.07%-79713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,142$2.39M0.08%+13,57413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,132$2.39M0.04%+17613F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA19,015$2.38M0.01%-2,21713F-HRTimelineGroup
PRESILIUM PRIVATE WEALTH, LLC18,944$2.37M0.54%-3413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC18,871$2.36M1.05%-97513F-HRTimeline
EWG Elevate Inc.18,829$2.35M0.72%new13F-HRTimeline
Allworth Financial LP17,999$2.34M0.01%-2,06513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC18,500$2.31M0.62%-18913F-HRTimeline
GTS SECURITIES LLC18,367$2.3M0.11%new13F-HRTimeline
GC Wealth Management RIA, LLC18,168$2.27M0.4%-13613F-HRTimeline
COZAD ASSET MANAGEMENT INC17,760$2.22M0.21%+9,14613F-HRTimeline
Operose Advisors LLC17,725$2.21M0.76%+1,04213F-HRTimeline
SONATA CAPITAL GROUP INC17,480$2.18M0.9%013F-HRTimeline
Mutual Advisors, LLC16,664$2.14M0.06%+14,19013F-HRTimeline
Almanack Investment Partners, LLC.17,145$2.14M0.33%013F-HRTimeline