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Disclosery

IJJ ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 79 13F filers report a position in IJJ shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Independence Financial Advisors, LLC72,279$9.95M2.5%+5,95613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…77,210$7.02M0.01%+8,00913F-HRTimeline
First Citizens Financial Corp50,014$6.89M2.89%-7913F-HRTimeline
Ifrah Financial Services, Inc.38,125$5.25M1.33%-27213F-HRTimeline
NorthCrest Asset Manangement, LLC27,123$3.8M0.09%-31013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.26,987$3.72M0.61%-2,29613F-HRTimeline
ANB BANK25,936$3.57M1.27%+20113F-HRTimeline
Farther Finance Advisors, LLC23,317$3.21M0.02%+4,80213F-HRTimeline
Prosperity Planning, Inc.22,889$3.15M0.7%-48313F-HRTimeline
Cooke Wealth Management, LLC20,601$2.84M2.37%-31713F-HRTimeline
Gerald Baker Financial Group LLC18,597$2.56M0.72%+60513F-HRTimeline
Breakwater Capital Group16,463$2.27M0.27%+17513F-HRTimeline
Avior Wealth Management, LLC15,726$2.17M0.06%-58013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC13,429$1.85M0.13%-19013F-HRTimeline
Bangor Savings Bank12,083$1.66M0.13%013F-HRTimeline
DAVIDSON TRUST CO8,418$1.16M0.46%-9113F-HRTimeline
Venture Visionary Partners LLC6,772$933K0.02%+18313F-HRTimeline
MassMutual Private Wealth & Trust, FSB6,565$904K0.02%013F-HRTimeline
Matthew Goff Investment Advisor, LLC6,436$886K0.13%013F-HRTimeline
Harbour Capital Advisors, LLC6,080$837K0.15%013F-HRTimeline
Balefire, LLC5,955$820K0.13%new13F-HRTimeline
Krilogy Financial LLC5,749$807K0.02%+213F-HRTimeline
Cambridge Financial Group, LLC5,378$794K0.25%013F-HRTimeline
Connecticut Wealth Management, LLC5,572$767K0.03%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,374$740K0.01%+34013F-HRTimeline
Professional Financial Advisors, LLC4,903$675K0.11%+9813F-HRTimeline
FC Advisory LLC4,651$641K0.17%+1513F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …4,502$620K0.04%013F-HRTimeline
Montecito Bank & Trust4,490$618K0.09%013F-HRTimeline
BAILARD, INC.4,383$604K0.01%013F-HRTimeline
DOLIVER ADVISORS, LP3,589$494K0.11%-513F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,515$484K0.06%013F-HRTimeline
Atlas Brown,Inc.2,703$372K0.1%+913F-HRTimeline
Heartwood Wealth Advisors LLC2,645$364K0.03%013F-HRTimeline
EQUITABLE TRUST CO2,632$362K0.02%013F-HRTimeline
KWMG, LLC2,588$356K0.03%013F-HRTimeline
Clayton Financial Group LLC2,570$354K0.19%+1,03513F-HRTimeline
KLEIN PAVLIS & PEASLEY FINANCIAL, INC.2,557$352K0.18%new13F-HRTimeline
Fiduciary Alliance LLC2,244$309K0.02%-2,60413F-HRTimeline
Wedmont Private Capital2,134$299K0.01%-4213F-HRTimeline
Valeo Financial Advisors, LLC2,136$294K0.01%013F-HRTimeline
First Heartland Consultants, Inc.2,135$294K0.02%-5,47813F-HRTimeline
Vann Equity Management LLC2,130$293K0.17%+2913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,037$281K<0.01%+11213F-HRTimeline
B. Riley Wealth Advisors, Inc.2,014$277K0.01%new13F-HRTimeline
Apella Capital, LLC1,985$276K<0.01%-3913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,000$275K0.03%013F-HRTimeline
CHAPIN DAVIS, INC.1,949$268K0.05%013F-HRTimeline
SAPIENT CAPITAL LLC1,910$263K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.1,884$260K0.07%-813F-HRTimeline
Lee, Kelleher & Klein Wealth Management1,772$244K0.13%013F-HRTimeline
Friday Financial1,724$240K0.05%013F-HRTimeline
Hamilton Capital, LLC1,738$239K0.01%013F-HRTimeline
Decker Wealth Management LLC1,720$237K0.05%013F-HRTimeline
First County Bank /CT/1,696$234K0.11%013F-HRTimeline
Sound Income Strategies, LLC1,608$225K0.01%+413F-HRTimeline
Buttonwood Financial Advisors Inc.1,615$222K0.07%013F-HRTimeline
Hixon Zuercher, LLC1,600$220K0.06%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.1,516$209K0.02%+113F-HRTimeline
CoreCap Advisors, LLC1,250$172K<0.01%-4913F-HRTimeline
GAMMA Investing LLC1,174$162K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton1,131$156K0.03%013F-HRTimeline
EASTERN BANK990$136K<0.01%new13F-HRTimeline
S.A. Mason LLC880$121K0.04%013F-HRTimeline
Acropolis Investment Management, LLC790$109K<0.01%+213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC515$71K0.02%+213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC304$41.9K0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC253$34.8K<0.01%-25313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST240$33K<0.01%-11413F-HRTimeline
CX Institutional233$32K<0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP221$30.4K<0.01%013F-HRTimeline
Bullock Wealth Management Group187$26K0.01%-4913F-HRTimeline
Grove Bank & Trust126$17.4K<0.01%013F-HRTimeline
Pacifica Partners Inc.115$16K<0.01%013F-HRTimeline
STEPH & CO94$12.9K<0.01%-313F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP88$12.1K<0.01%013F-HRTimelineGroup
BEACON INVESTMENT ADVISORY SERVICES, IN…50$6.89K<0.01%013F-HRTimeline
Noble Wealth Management PBC45$6.2K<0.01%-3413F-HRTimeline
Bank of New Hampshire15$2.07K<0.01%013F-HRTimeline