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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
MORGAN STANLEYin group MORGAN STANLEY4,137,135$495M0.04%+75,61513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,720,519$445M0.11%+143,34513F-HRTimelineGroup
FMR LLCin group FMR LLC3,215,922$385M0.02%-150,56913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,372,427$284M0.03%+29,51813F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,092,372$251M0.06%-61,99413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,066,601$247M+116,501Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,415,718$170M0.09%+8,04913F-HRTimelineGroup
D.A. DAVIDSON & CO.922,596$110M0.89%+24,73213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC921,333$110M0.03%-66,39913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC876,953$105M0.04%+23,41413F-HRTimelineGroup
LPL Financial LLC817,455$97.9M0.04%+163,25613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.741,779$88.8M1.24%+36,73613F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP713,470$85.4M0.01%+8,45013F-HRTimelineGroup
Financial Engines Advisors L.L.C.672,365$80.5M0.17%-18,00613F-HRTimeline
Evensky & Katz LLC592,199$70.9M4.76%-44,56513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…591,070$70.8M0.06%-6,81613F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC586,177$70.2M4.13%+7,40513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA542,879$65M0.01%+18,17113F-HR/ATimelineGroup
Willis Johnson & Associates, Inc.459,024$55M4.16%+3,97413F-HRTimeline
GW HENSSLER & ASSOCIATES LTD445,141$53.3M3.06%+25,73613F-HR/ATimeline
HighTower Advisors, LLC438,182$52.5M0.07%+47,68613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO429,104$51.4M<0.01%+3,92113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp410,290$49.1M0.01%-7,60913F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.341,094$40.8M0.08%-20,46913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC333,830$40M0.06%-6,95213F-HRTimeline
MAI Capital Management330,251$39.5M0.3%-27,70813F-HRTimeline
Wilmington Savings Fund Society, FSB322,838$38.7M0.72%-2,27113F-HRTimeline
BOKF, NAin group BOKF, NA321,739$38.5M0.68%-1,79313F-HRTimelineGroup
Wealthspire Advisors, LLC265,060$31.7M0.19%+146,26513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC253,309$30.3M0.13%-2,18813F-HRTimelineGroup
COURIER CAPITAL LLC237,682$28.5M1.86%+54513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP236,885$28.4M0.05%-32,03913F-HRTimelineGroup
Creative Planningin group Creative Planning234,996$28.1M0.03%-7,62413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC231,114$27.7M0.06%+26613F-HRTimelineGroup
World Investment Advisors222,382$26.6M0.69%+215,67113F-HRTimeline
Mesirow Financial Investment Management…215,184$25.8M0.5%-1,84313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…214,343$25.7M0.06%-2,59313F-HRTimelineGroup
Rehmann Capital Advisory Group211,159$25.3M1.59%+12,48913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC190,887$22.9M0.13%-7,40513F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…190,700$22.8M0.09%+13,34813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP181,060$21.6M0.02%+24,93613F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC171,719$20.6M0.03%+2,49713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.170,906$20.5M0.05%+7,47213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/167,512$20.1M0.01%+83013F-HRTimelineGroup
Cetera Investment Advisers164,884$19.7M0.04%+58,38613F-HRTimeline
SPC Financial, Inc.164,688$19.7M1.73%+70613F-HRTimeline
Wealth Advisory Solutions, LLC152,746$18.3M4.84%-9,93613F-HRTimeline
Sterling Financial Planning, Inc.139,790$16.7M6.07%+4,65013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding123,670$14.8M+45,597Timeline
GREENUP STREET WEALTH MANAGEMENT LLC123,083$14.7M2.92%+14,55713F-HRTimeline
Lutz Financial Services LLC121,240$14.5M1.19%-90713F-HRTimeline
Capital Advisors, Ltd. LLC120,367$14.4M1.9%-2,79613F-HRTimeline
1834 INVESTMENT ADVISORS CO119,904$14.4M1.85%-16,98913F-HRTimeline
Blue Edge Capital, LLC118,831$14.2M2.28%-8,78513F-HRTimeline
FIRST MERCHANTS CORP118,596$14.2M0.57%-1,35813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP118,000$14.1M0.02%-4,45613F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding114,112$13.7M+14,350Timeline
Texas Yale Capital Corp.114,035$13.7M0.56%-1,95513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP109,127$13.1M0.01%-4513F-HRTimelineGroup
Salomon & Ludwin, LLC108,381$13M1.38%-3,89113F-HRTimeline
Steward Partners Investment Advisory, L…107,992$12.9M0.11%-2,01713F-HRTimeline
GHP Investment Advisors, Inc.106,554$12.8M0.61%-2,72813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding106,255$12.7M-5,609Timeline
Cambridge Investment Research Advisors,…103,970$12.4M0.04%+16,23413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…103,576$12.4M0.02%-7,26913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.101,713$12.2M0.12%-47,20513F-HRTimelineGroup
COMERICA BANK97,961$11.7M0.05%+2,85413F-HRTimeline
Flaharty Asset Management, LLC95,361$11.4M1.65%-6,91213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC94,641$11.3M0.16%+14813F-HRTimeline
Camarda Financial Advisors, LLC93,466$11.2M5.05%new13F-HRTimeline
Ellis Investment Partners, LLC93,034$11.1M2.3%-4,18513F-HRTimeline
Asset Management Group, Inc.90,278$10.8M2%-67913F-HRTimeline
Cassaday & Co Wealth Management LLC90,088$10.8M0.3%+3,40313F-HRTimeline
Omega Financial Group, LLC80,614$9.65M3.7%+11013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV79,515$9.52M0.73%-3,72313F-HRTimeline
MML INVESTORS SERVICES, LLC77,452$9.27M0.03%+22,00913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\77,053$9.23M0.01%-3,62213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,433$8.79M<0.01%+45,58913F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.72,938$8.73M0.11%-4,17413F-HRTimeline
Mill Creek Capital Advisors, LLC72,226$8.65M0.21%013F-HRTimeline
Causey Wealth LLC71,600$8.57M4.79%-8,34013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp71,243$8.53M0.03%-4,26013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers69,206$8.29M0.02%-2,72013F-HRTimelineGroup
Ascension Capital Advisors, Inc.68,103$8.15M3.72%new13F-HRTimeline
InvesTrust61,740$7.39M2.02%-85013F-HRTimeline
JMAC ENTERPRISES LLC61,641$7.38M1.75%-79,95713F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp60,755$7.27M0.22%+11013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS60,158$7.2M0.02%+1,67413F-HRTimeline
Prospera Financial Services Inc59,111$7.08M0.16%-15,29913F-HRTimeline
Ullmann Wealth Partners Group, LLC58,314$6.98M0.93%-4,01613F-HRTimeline
LMG Wealth Partners, LLC58,244$6.97M1.55%+41413F-HRTimeline
Whalen Wealth Management Inc.56,574$6.77M4.52%new13F-HRTimeline
Oldfather Financial Services, LLC54,086$6.48M2.46%+80813F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP53,920$6.46M0.05%-82713F-HRTimelineGroup
GREENLEAF TRUST52,742$6.31M0.06%-4,38513F-HRTimeline
Dakota Wealth Management51,389$6.15M0.14%+5,49013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC48,804$5.84M0.19%013F-HRTimeline
AE Wealth Management LLC47,555$5.69M0.05%+45,23913F-HRTimeline
First Citizens Financial Corp47,385$5.67M3.21%+16313F-HRTimeline
Asset Dedication, LLC47,057$5.63M0.46%+4,48013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…44,422$5.32M0.14%+14,54713F-HRTimelineGroup
PITTENGER & ANDERSON INC44,390$5.31M0.19%013F-HRTimeline
Summit Financial Consulting LLC44,238$5.3M4.91%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV43,947$5.26M0.01%-21213F-HRTimeline
Hudson Capital Management LLC43,492$5.21M1.59%+64713F-HRTimeline
Broadview Financial Management, LLC43,074$5.16M3.85%-47913F-HRTimeline
ETF Portfolio Partners, Inc.43,061$5.16M1.55%-52,38913F-HRTimeline
Cordatus Wealth Management LLC42,936$5.14M1.41%+1,74613F-HRTimeline
One Capital Management, LLC42,407$5.08M0.17%-1,05213F-HRTimeline
CIBC WORLD MARKET INC.42,232$5.06M0.01%-1,16513F-HRTimeline
JFS WEALTH ADVISORS, LLC42,088$5.04M0.34%+31213F-HRTimeline
Ironwood Financial, llc41,474$4.97M1.06%-63213F-HRTimeline
BKM Wealth Management, LLC41,273$4.94M2.03%-37413F-HRTimeline
DDFG, Inc41,141$4.93M1.37%+16,99913F-HRTimeline
Private Advisor Group, LLC40,993$4.91M0.03%+1,11713F-HRTimeline
Janney Montgomery Scott LLC40,855$4.89M0.01%-1,08013F-HRTimeline
Waverly Advisors, LLC40,193$4.81M0.06%+2,37313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.39,891$4.78M0.26%-4,33713F-HR/ATimelineGroup
Bryn Mawr Trust Advisors, LLC39,751$4.76M0.29%-53713F-HRTimeline
Ifrah Financial Services, Inc.39,485$4.73M1.36%-1,02013F-HRTimeline
Idaho Trust Co39,476$4.73M1.93%-2,21613F-HRTimeline
Foundation Wealth Management, LLC38,900$4.66M3.65%-84013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…38,445$4.6M0.01%-51013F-HR/ATimelineGroup
NOVEM GROUP38,095$4.56M0.64%+1,39113F-HRTimeline
Patriot Financial Group Insurance Agenc…38,093$4.56M0.61%-5,86313F-HRTimeline
Astra Wealth Partners LLC37,545$4.5M4.29%+38013F-HRTimeline
Pinnacle Financial Partners Inc37,530$4.49M0.09%+6,82713F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …37,477$4.49M0.26%-1,57213F-HRTimelineGroup
USA FINANCIAL FORMULAS36,877$4.42M0.73%new13F-HRTimeline
JNBA Financial Advisors36,420$4.36M0.45%-90713F-HRTimeline
King Wealth Management Group36,179$4.33M0.66%-31413F-HRTimeline
Sierra Capital LLC35,548$4.26M0.51%+1713F-HRTimeline
Sequoia Financial Advisors, LLC34,811$4.17M0.03%-15,16413F-HRTimeline
NorthCrest Asset Manangement, LLC34,695$4.15M0.13%-3,93313F-HRTimeline
Goelzer Investment Management, Inc.34,489$4.13M0.24%-21013F-HR/ATimeline
ANB BANK34,471$4.13M1.84%+20213F-HRTimeline
Bleakley Financial Group, LLC34,119$4.09M0.13%-35713F-HRTimeline
IFP Advisors, Inc34,036$4.08M0.13%+1,44113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,973$4.07M0.01%+31,78013F-HR/ATimelineGroup
Centerpoint Advisors, LLC33,958$4.07M1.5%-94013F-HRTimeline
Brightwater Advisory LLC33,614$4.02M3.18%-3113F-HR/ATimeline
CFS Investment Advisory Services, LLC33,424$4M0.36%-1,72613F-HRTimeline
Csenge Advisory Group36,050$4M0.23%+30913F-HRTimeline
SOL Capital Management CO33,206$3.98M0.44%-12513F-HRTimeline
FINANCIAL COUNSELORS INC32,941$3.94M0.06%+13113F-HRTimeline
Clear Creek Financial Management, LLC32,785$3.93M0.41%new13F-HRTimeline
Factorial Partners, LLC32,700$3.92M2.41%+2,20013F-HRTimeline
Trail Ridge Investment Advisors, LLC32,483$3.89M2%+1,04013F-HRTimeline
Per Stirling Capital Management, LLC.32,359$3.87M0.56%-96613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding32,232$3.86M-543Timeline
Glass Jacobson Investment Advisors llc30,276$3.78M1.24%013F-HRTimeline
B&D White Capital Company, LLC31,423$3.76M0.55%+29,41613F-HRTimeline
Cranbrook Wealth Management, LLC31,386$3.76M0.87%-17213F-HRTimeline
Heritage Wealth Advisors37,748$3.76M0.19%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,992$3.71M0.15%-42913F-HRTimelineGroup
LTG Capital LLC30,847$3.69M3.37%-2,00813F-HRTimeline
Ashton Thomas Private Wealth, LLC30,553$3.66M0.14%+4,93113F-HRTimeline
Modera Wealth Management, LLC30,491$3.65M0.05%+46213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,253$3.62M0.01%+13,11513F-HRTimelineGroup
River Wealth Advisors LLC29,833$3.57M0.5%-40113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,765$3.56M<0.01%new13F-HRTimelineGroup
Nikulski Financial, Inc.28,643$3.43M1.04%-1,04113F-HRTimeline
Alesco Advisors, LLC, An ESL Co28,114$3.37M0.11%-31013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK28,010$3.35M0.49%-2,21213F-HR/ATimelineGroup
Campion Asset Management27,966$3.35M2.59%-22813F-HRTimeline
Neumann Capital Management, LLC26,730$3.2M1.11%+30013F-HRTimeline
Members Trust Co26,590$3.18M0.11%-12013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC26,372$3.16M0.07%-21113F-HRTimeline
Betterment LLC26,312$3.15M0.01%+1,45613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25,828$3.09M0.08%+2,49613F-HRTimeline
Sanctuary Advisors, LLC25,635$3.07M0.02%-62413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK25,507$3.05M0.02%-7713F-HRTimelineGroup
Bluespring Wealth Management, LLC23,977$2.87M0.29%-46013F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV23,807$2.85M1.31%+21913F-HRTimeline
Prosperity Planning, Inc.23,356$2.8M0.88%-36513F-HRTimeline
TIAAgroup of 2 filers holding23,140$2.77M-59Timeline
BlackRock, Inc.in group BlackRock, Inc.22,878$2.74M<0.01%-23613F-HRTimelineGroup
Heck Capital Advisors, LLC22,654$2.71M0.31%+6,37913F-HRTimeline
VANCE WEALTH, LLC22,596$2.71M1.02%-2,00913F-HRTimeline
Quadrant Private Wealth Management, LLC22,314$2.67M0.67%013F-HRTimeline
Soltis Investment Advisors LLC21,946$2.63M0.23%+76113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.21,869$2.62M0.02%+1,45113F-HRTimeline
UMB Bank, n.a.21,750$2.6M0.04%-15413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,637$2.59M0.06%+7,56413F-HRTimelineGroup
HB Wealth Management, LLC21,475$2.57M0.02%+14913F-HRTimeline
Texas Capital Bank Wealth Management Se…20,798$2.49M0.25%+14,29813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,351$2.44M0.04%+1,21913F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC20,131$2.41M0.03%+18,02313F-HRTimeline
Stokes Family Office, LLC20,044$2.4M0.27%+113F-HRTimeline
Guidance Point Advisors, LLC20,023$2.4M0.68%+17913F-HRTimeline
Bragg Financial Advisors, Inc19,863$2.38M0.1%+4813F-HRTimeline
Oxler Private Wealth LLC19,789$2.37M0.83%-55113F-HRTimeline
Family Firm, Inc.19,634$2.35M0.53%-32413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,501$2.33M<0.01%+14,20913F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA19,015$2.28M0.01%013F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC18,798$2.25M0.22%+1,03813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC18,541$2.22M1.01%-33013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC18,519$2.22M0.62%+1913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC17,988$2.15M0.06%-1,44313F-HRTimeline
GC Wealth Management RIA, LLC17,912$2.14M0.39%-25613F-HRTimeline