Skip to content
Disclosery

IJJ ISHARES TR

Follow

SHS (fund)

831 managers (841 13F filers) reported a position in IJJ shares at 2025-12-31, 43,115,362 shares in all. 41 filers opened a position and 47 filers sold out during the quarter.

Managers
831
13F filers
841
New
41
Added
226
Reduced
288
Sold out
47
Shares held by filers
43,115,362

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 STANLEY4,000,861$526M0.03%-27,22413F-HR/ATimelineGroup
FMR LLCin group FMR LLC3,810,605$501M0.03%+264,54013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,526,174$464M0.09%-113,63513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,372,659$312M0.02%+2,74613F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,143,028$282M-11,296Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,927,093$254M-108,334Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,340,643$176M0.1%+22,21513F-HRTimelineGroup
D.A. DAVIDSON & CO.1,053,108$139M0.85%+44,83613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.831,369$109M1.2%-3,49313F-HRTimelineGroup
LPL Financial LLC798,608$105M0.03%+10,17513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC796,195$105M0.03%-70,99413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC705,205$92.8M0.02%-109,09213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP672,413$88.5M0.01%-3,23013F-HRTimelineGroup
Financial Engines Advisors L.L.C.662,537$87.2M0.17%-13,00913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…633,518$83.4M0.05%+5,83013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA538,114$70.8M0.01%-7,73213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO432,938$57M<0.01%+3,78913F-HRTimelineGroup
HighTower Advisors, LLC423,207$55.7M0.06%+7,38713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp415,135$54.6M0.01%-5,73413F-HRTimelineGroup
Evensky & Katz LLC345,893$45.5M2.57%+1613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.344,298$45.3M0.07%-3,69713F-HRTimelineGroup
MAI Capital Management329,790$43.4M0.25%+3,24913F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC307,707$40.5M2.11%-28,02213F-HRTimeline
Wilmington Savings Fund Society, FSB296,166$39M0.91%-12,76313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP288,894$38M0.02%+34,68413F-HRTimelineGroup
BOKF, NAin group BOKF, NA268,394$35.3M0.54%-44,74113F-HRTimelineGroup
World Investment Advisors255,860$33.7M0.55%+40,81613F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC251,428$33.1M0.04%-11,02513F-HRTimeline
Willis Johnson & Associates, Inc.245,229$32.3M1.99%-91,90913F-HRTimeline
COURIER CAPITAL LLC243,878$32.1M1.8%+2,86713F-HRTimeline
Rehmann Capital Advisory Group237,719$31.5M1.64%+10,45313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC229,945$30.3M0.04%+97413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP223,421$29.4M0.04%-5,22013F-HRTimelineGroup
Creative Planningin group Creative Planning219,208$28.8M0.02%-2,48813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…218,225$28.7M0.05%+1,89113F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…181,526$23.9M0.09%-1,91213F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD181,178$23.8M1.15%-277,16613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/175,306$23.1M0.01%+81513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC171,956$22.6M0.03%+3,24213F-HRTimelineGroup
AlphaCore Capital LLC165,351$21.8M0.49%+162,25713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC164,394$21.4M0.08%+7,00113F-HRTimelineGroup
Sterling Financial Planning, Inc.152,975$20.1M6.07%+5,10713F-HRTimeline
Vestmark Advisory Solutions, Inc.143,493$18.9M0.25%+11,88413F-HRTimeline
Wealthspire Advisors, LLC140,040$18.4M0.15%-125,47213F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.3,409$18.4M0.06%new13F-HR/ATimeline
Focus Partners Wealthgroup of 2 filers holding135,940$17.9M+10,964Timeline
Balance Wealth Partners LLC124,851$16.4M5.27%-126,34013F-HRTimeline
Lutz Financial Services LLC120,056$15.8M1.07%-10413F-HRTimeline
Capital Advisors, Ltd. LLC112,512$14.8M1.67%-52813F-HRTimeline
Texas Yale Capital Corp.112,119$14.8M0.45%+113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111,314$14.7M0.02%+3,66513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP109,615$14.4M0.02%-82013F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…104,472$14.3M0.02%+44213F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding105,119$13.8M-981Timeline
MONETA GROUP INVESTMENT ADVISORS LLC104,605$13.8M0.1%+4,06513F-HRTimeline
Steward Partners Investment Advisory, L…104,345$13.7M0.08%-1,99213F-HRTimeline
GHP Investment Advisors, Inc.103,497$13.6M0.56%-1,45113F-HRTimeline
Salomon & Ludwin, LLC100,886$13.6M1.2%-2,31513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers101,575$13.4M0.02%-2,11513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding101,302$13.3M+2,079Timeline
1834 INVESTMENT ADVISORS CO99,470$13.1M1.64%-4,72613F-HRTimeline
Cassaday & Co Wealth Management LLC98,594$13M0.27%-19513F-HRTimeline
FIRST MERCHANTS CORP95,428$12.6M0.47%-10,53513F-HRTimeline
Cambridge Investment Research Advisors,…95,339$12.5M0.03%+3,80713F-HRTimeline
Cetera Investment Advisers95,150$12.5M0.01%-74413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP94,759$12.5M0.01%-4,89813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC92,716$12.2M0.03%+5,26113F-HRTimeline
Asset Management Group, Inc.89,675$11.8M1.91%+45513F-HRTimeline
Omega Financial Group, LLC89,034$11.7M3.9%+1,65313F-HRTimeline
COMERICA BANK88,866$11.7M0.05%-6,06313F-HRTimeline
Ellis Investment Partners, LLC86,651$11.4M1.99%-1,60813F-HRTimeline
PW Nova Financial Services LLC81,826$10.9M4.12%13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV82,020$10.8M0.57%+2,39013F-HRTimeline
Dakota Wealth Management80,696$10.6M0.19%+22,03213F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP77,375$10.2M0.07%-61713F-HRTimelineGroup
Blue Edge Capital, LLC74,511$9.8M1.31%-17,79313F-HRTimeline
Mill Creek Capital Advisors, LLC72,186$9.5M0.19%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\68,915$9.08M0.01%-2,19213F-HRTimelineGroup
Mesirow Financial Investment Management…66,540$8.76M0.18%-125,88713F-HRTimeline
Causey Wealth LLC66,140$8.7M3.95%+1,18113F-HRTimeline
Oldfather Financial Services, LLC63,185$8.31M2.48%+4,92913F-HRTimeline
LMG Wealth Partners, LLC62,459$8.22M1.53%+3,34813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS62,322$8.2M0.02%+1,50013F-HRTimeline
Flaharty Asset Management, LLC60,437$7.95M0.99%-43,01513F-HRTimeline
InvesTrust59,633$7.85M3.03%013F-HRTimeline
DDFG, Inc57,203$7.53M1.65%+1,11913F-HRTimeline
Arkadios Wealth Advisors55,822$7.35M0.15%+42,30813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …55,366$7.29M0.06%13F-HR/ATimelineGroup
MidFirst Bank54,993$7.24M0.58%13F-HRTimeline
IFP Advisors, Inc54,249$7.14M0.16%+1,67213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.53,350$7.02M<0.01%+6,83513F-HRTimelineGroup
Summit Financial, LLC53,001$6.97M0.1%+4,79713F-HRTimeline
Asset Dedication, LLC51,725$6.81M0.45%-46713F-HRTimeline
First Citizens Financial Corp50,993$6.71M3.31%-28913F-HRTimeline
GREENLEAF TRUST50,933$6.7M0.06%-37113F-HRTimeline
Ullmann Wealth Partners Group, LLC52,272$6.68M0.7%-75913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,300$6.62M<0.01%-49,70013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…49,700$6.54M0.01%+3,86313F-HRTimelineGroup
MFA WEALTH ADVISORS, LLC49,543$6.52M1.38%+2,64413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp49,323$6.49M0.02%-8,28113F-HR/ATimelineGroup
BECKER CAPITAL MANAGEMENT INC48,804$6.42M0.18%013F-HRTimeline
JFS WEALTH ADVISORS, LLC48,175$6.34M0.36%-79713F-HRTimeline
Foundation Wealth Management, LLC47,753$6.29M4.14%-1,36013F-HRTimeline
Leeward Investments, LLC - MA47,028$6.19M0.31%-7,16813F-HRTimeline
D.B. Root & Company, LLC45,255$5.96M1.45%+41,21613F-HRTimeline
Hudson Capital Management LLC44,774$5.89M1.48%+52113F-HRTimeline
PITTENGER & ANDERSON INC44,662$5.88M0.23%+27213F-HRTimeline
Broadview Financial Management, LLC44,432$5.85M3.91%+16213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp44,191$5.82M0.15%-5,50913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV43,298$5.7M0.01%-2,10813F-HRTimeline
Janney Montgomery Scott LLC42,875$5.64M0.01%-40313F-HRTimeline
Ironwood Financial, llc40,911$5.62M0.95%-2,02213F-HRTimeline
SOL Capital Management CO42,689$5.62M0.5%-8,26513F-HRTimeline
BKM Wealth Management, LLC41,977$5.52M2.02%+53513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC41,509$5.46M0.02%-226,82013F-HRTimelineGroup
Betterment LLC41,298$5.43M0.01%-50113F-HRTimeline
NOVEM GROUP40,386$5.31M0.62%+72113F-HRTimeline
ETF Portfolio Partners, Inc.40,244$5.3M1.37%+1,52213F-HRTimeline
CIBC WORLD MARKET INC.40,090$5.28M0.01%-1,31013F-HRTimeline
Waverly Advisors, LLC39,706$5.22M0.04%-113F-HRTimeline
Ifrah Financial Services, Inc.39,380$5.18M1.33%-2113F-HRTimeline
Bryn Mawr Trust Advisors, LLC38,896$5.12M0.25%-41813F-HRTimeline
Csenge Advisory Group37,968$5M0.23%-1,06713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…36,272$4.77M0.1%-72413F-HRTimelineGroup
Bleakley Financial Group, LLC35,990$4.74M0.08%+90713F-HRTimeline
Private Advisor Group, LLC35,423$4.66M0.02%+2,23413F-HRTimeline
JNBA Financial Advisors35,375$4.66M0.41%+24413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…34,637$4.56M0.15%+95413F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …34,630$4.56M0.24%+3,03813F-HRTimelineGroup
Net Worth Advisory Group34,004$4.47M0.9%+30,09313F-HRTimeline
King Wealth Management Group33,834$4.45M0.54%-76413F-HRTimeline
CFS Investment Advisory Services, LLC33,398$4.39M0.32%-2613F-HRTimeline
Brightwater Advisory LLC32,989$4.34M2.93%-7613F-HRTimeline
Sierra Capital LLC32,744$4.31M0.46%+2613F-HRTimeline
Trail Ridge Investment Advisors, LLC32,636$4.29M1.85%+1,03113F-HRTimeline
Centerpoint Advisors, LLC32,279$4.25M1.31%-35513F-HRTimeline
Heritage Wealth Advisors37,748$4.24M0.16%013F-HRTimeline
Sanctuary Advisors, LLC31,733$4.18M0.02%+4,86413F-HRTimeline
Sequoia Financial Advisors, LLC31,680$4.17M0.02%-1213F-HRTimeline
Idaho Trust Co31,178$4.1M1.36%-5,08413F-HRTimeline
NorthCrest Asset Manangement, LLC30,332$4.09M0.09%-94313F-HRTimeline
Goelzer Investment Management, Inc.31,027$4.08M0.19%-3,54313F-HRTimeline
Astra Wealth Partners LLC30,063$3.96M2.42%+40413F-HRTimeline
Modera Wealth Management, LLC29,946$3.94M0.05%013F-HRTimeline
Cranbrook Wealth Management, LLC29,946$3.94M0.78%-45713F-HRTimeline
Midwest Trust Co29,651$3.9M0.05%-86713F-HRTimeline
TIAAgroup of 2 filers holding29,359$3.86M+651Timeline
River Wealth Advisors LLC29,058$3.82M0.43%-29813F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding28,968$3.81M-784Timeline
Beacon Pointe Advisors, LLC28,916$3.81M0.03%+19,34613F-HRTimeline
HB Wealth Management, LLC28,804$3.79M0.02%+213F-HRTimeline
Soltis Investment Advisors LLC28,769$3.79M0.25%+3,50413F-HR/ATimeline
LTG Capital LLC28,545$3.76M2.93%-27413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC27,471$3.75M0.08%-113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC28,260$3.72M<0.01%-1,13513F-HR/ATimelineGroup
StoneX Group Inc.in group StoneX Group Inc.27,929$3.68M0.16%-13,72313F-HRTimelineGroup
Glass Jacobson Investment Advisors llc27,711$3.65M1.31%-39813F-HRTimeline
Alesco Advisors, LLC, An ESL Co27,633$3.64M0.09%+3713F-HRTimeline
Ashton Thomas Private Wealth, LLC27,358$3.6M0.09%+97213F-HRTimeline
Neumann Capital Management, LLC26,924$3.54M1.02%-18613F-HRTimeline
Gallagher Capital Advisors, LLC28,883$3.51M2.27%new13F-HRTimeline
ANB BANK25,967$3.42M1.36%-17513F-HRTimeline
M1 Capital Management LLC25,847$3.4M1.42%-1,47713F-HRTimeline
Campion Asset Management25,271$3.33M2.31%-91513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC24,232$3.19M0.04%+30313F-HRTimeline
Ramiah Investment Group24,201$3.18M2.76%-2,59713F-HRTimeline
Members Trust Co24,069$3.17M0.1%-1,49113F-HRTimeline
Prosperity Planning, Inc.23,837$3.14M0.82%+91213F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.23,694$3.12M0.65%+5,05413F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK23,683$3.12M0.41%-2,99513F-HRTimelineGroup
Nikulski Financial, Inc.23,078$3.04M0.73%-1,95013F-HRTimeline
JMAC ENTERPRISES LLC22,352$2.94M0.56%-2513F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC22,306$2.94M0.05%+19,16813F-HRTimeline
Bluespring Wealth Management, LLC22,081$2.91M0.25%-49013F-HRTimeline
Cooke Wealth Management, LLC20,940$2.89M2.52%13F-HRTimeline
Heck Capital Advisors, LLC21,901$2.88M0.21%-2,72113F-HRTimeline
UMB Bank, n.a.21,334$2.81M0.04%+1,02213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMMERCE BANKin group COMMERCE BANK20,735$2.73M0.02%-87013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC20,379$2.68M0.03%+31613F-HRTimeline
Guidance Point Advisors, LLC20,164$2.65M0.62%+16413F-HRTimeline
COZAD ASSET MANAGEMENT INC19,976$2.63M0.2%-69213F-HRTimeline
Bragg Financial Advisors, Inc19,885$2.62M0.09%+7013F-HRTimeline
Columbia Bank19,816$2.61M0.72%+83013F-HRTimeline
Heritage Wealth Management, Inc. /CA/19,710$2.59M1.68%+1,02113F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,478$2.56M0.04%-37813F-HRTimelineGroup
Stokes Family Office, LLC19,433$2.56M0.23%-70613F-HRTimeline
Axis Wealth Partners, LLC19,414$2.55M1.41%+4,00313F-HRTimeline
SB Capital Management Inc19,318$2.54M0.93%13F-HRTimeline
One Capital Management, LLC19,260$2.53M0.08%-22,53113F-HRTimeline
Advisory Services Network, LLC19,244$2.53M0.04%+10513F-HRTimeline
Allegheny Financial Group19,160$2.52M0.37%+7513F-HRTimeline
Sigma Planning Corp19,079$2.51M0.07%-82913F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC18,931$2.49M0.97%-4513F-HRTimeline
Factorial Partners, LLC18,900$2.49M1.64%013F-HRTimeline
Keenan, LLC18,365$2.42M2.12%13F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,184$2.39M0.03%+7,52413F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA18,148$2.39M0.01%13F-HRTimelineGroup
Wealth Advisory Solutions, LLC18,100$2.38M0.56%-24413F-HRTimeline
Oxler Private Wealth LLC18,039$2.37M0.69%-7913F-HRTimeline
Quadrant Private Wealth Management, LLC18,014$2.37M0.39%013F-HRTimeline