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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

977 managers (993 13F filers) reported a position in IJK shares at 2026-06-30, 72,061,903 shares in all. 100 filers opened a position and 45 filers sold out during the quarter.

Managers
977
13F filers
993
New
100
Added
223
Reduced
325
Sold out
45
Shares held by filers
72,061,903

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY7,365,748$865M0.05%-423,84313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,894,027$693M0.12%+25,66313F-HRTimelineGroup
FMR LLCin group FMR LLC4,492,033$528M0.02%-108,53113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,677,630$432M0.03%+64,87113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,139,491$251M0.03%-23,17513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,081,631$245M+102,184Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,012,805$237M0.12%+78,75713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,916,326$225M-184,946Timeline
True Freedom Investing, LLC2,217,617$223M17.47%-38,69813F-HRTimeline
PINKERTON WEALTH, LLC1,835,243$185M15.86%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,520,276$179M0.05%+42,20713F-HRTimelineGroup
LPL Financial LLC1,476,497$173M0.04%+43,41613F-HRTimeline
D.A. DAVIDSON & CO.1,251,060$147M0.81%+24,99313F-HRTimeline
Financial Engines Advisors L.L.C.1,169,953$137M0.24%-61,39313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,146,816$135M0.07%+36,79513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,103,320$130M0.02%-21,15513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC989,033$117M0.02%+43,16813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp985,567$116M0.02%+35,99813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO956,027$111M0.01%+52,80413F-HRTimelineGroup
MAI Capital Management728,317$85.6M0.33%+5,56713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP696,600$80.4M0.03%+121,98113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA650,758$76.5M0.01%+98,85413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC590,043$69.3M0.09%-1,33813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…562,576$66.1M0.22%+3,86013F-HRTimelineGroup
Cerity Partners LLCgroup of 2 filers holding544,572$64M+6,505Timeline
HighTower Advisors, LLC505,886$59.4M0.06%-32,98413F-HRTimeline
Joel Isaacson & Co., LLC501,110$58.9M1.7%+5,08513F-HRTimeline
BOKF, NAin group BOKF, NA483,485$56.8M0.78%+91913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/468,196$55M0.02%-4,42913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding455,705$53.5M-9,836Timeline
Willis Johnson & Associates, Inc.455,280$53.5M2.98%-9,00313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP447,104$52.5M0.31%-15,07213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP417,243$49M0.06%+29,89513F-HRTimelineGroup
Steward Partners Investment Advisory, L…407,266$47.9M0.24%+100,98013F-HRTimeline
Pacific Life Fund Advisors LLC400,548$47.1M5.17%new13F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC398,575$46.8M2.2%-13,73213F-HRTimeline
Moment Partners, LLC396,412$46.6M8.39%+14,48913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS361,510$42.5M0.07%-11,03313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding359,764$42.3M-7,376Timeline
Cetera Investment Advisers350,476$41.2M0.04%+118,75013F-HRTimeline
Wilmington Savings Fund Society, FSB344,211$40.4M0.9%-23,92613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC338,768$39.8M0.14%+31,07213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC301,678$35.4M0.04%-20,39613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…277,858$32.6M0.05%-2,53713F-HRTimelineGroup
Savant Capital, LLC260,429$30.6M0.09%+1,29813F-HRTimeline
COURIER CAPITAL LLC260,296$30.6M1.53%+3,92413F-HRTimeline
Arax Advisory Partners257,702$30.3M0.2%+80,06813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.245,585$28.9M0.04%-1,08213F-HRTimelineGroup
Kozak & Associates, Inc.230,502$26.8M4.64%+216,32313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.217,369$25.5M0.03%+54,46913F-HRTimelineGroup
Argent Trust Co213,832$25.1M0.73%+21,34213F-HRTimeline
Cassaday & Co Wealth Management LLC210,445$24.7M0.46%-1,79513F-HRTimeline
AlphaCore Capital LLC209,812$24.7M0.45%-6,92013F-HRTimeline
Capital Advisors, Ltd. LLC209,294$24.6M2.48%-3,29613F-HRTimeline
Creative Planningin group Creative Planning207,056$24.3M0.01%+2,26813F-HRTimelineGroup
Hudson Capital Management LLC202,922$23.8M5.76%-3,14813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP188,268$22.1M0.02%-1,26513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp183,426$21.6M0.36%-10,90413F-HRTimelineGroup
Sterling Financial Planning, Inc.182,653$21.5M5.84%-2,81413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding180,648$21.2M-6,317Timeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…170,893$20.1M0.17%+144,44113F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.164,447$19.3M0.19%-62613F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC166,148$19.3M2.21%-16,58013F-HRTimeline
Salomon & Ludwin, LLC165,410$19.2M1.58%-9,18613F-HRTimeline
Hilltop Partners LLC160,893$18.9M4.58%new13F-HRTimeline
Texas Yale Capital Corp.158,887$18.7M0.41%+34013F-HRTimeline
Integrated Wealth Concepts LLC156,243$18.4M0.09%-68813F-HRTimeline
Vestmark Advisory Solutions, Inc.152,013$17.9M0.17%+134,39413F-HRTimeline
1834 INVESTMENT ADVISORS CO150,402$17.7M2%-1,20913F-HRTimeline
Waverly Advisors, LLC144,718$17M0.1%-96313F-HRTimeline
GHP Investment Advisors, Inc.139,799$16.4M0.6%-23713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC133,319$15.7M0.12%+1,08213F-HRTimeline
Ifrah Financial Services, Inc.133,087$15.6M3.82%-7,58213F-HRTimeline
PW Nova Financial Services LLC122,533$14.4M3.09%+3,45613F-HRTimeline
FIRST MERCHANTS CORP118,600$13.9M0.49%-2,23713F-HRTimeline
Cambridge Investment Research Advisors,…118,009$13.9M0.03%-23,88613F-HR/ATimeline
AlTi Global, Inc.in group AlTi Global, Inc.111,329$13.1M0.27%-1,66913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC107,855$12.7M0.04%+74,84713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC107,553$12.6M0.26%+5,52813F-HRTimeline
NewEdge Advisors, LLC105,618$12.4M0.04%+88,06513F-HRTimeline
Onyx Bridge Wealth Group LLC105,580$12.4M1.12%new13F-HRTimeline
DDFG, Inc102,672$12.1M2.4%+2,69913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC102,173$12M0.01%+1,00013F-HRTimelineGroup
White Pine Investment CO101,317$11.9M2.54%+4213F-HRTimeline
Blue Edge Capital, LLC99,403$11.7M1.4%+1,20913F-HRTimeline
Private Advisor Group, LLC98,780$11.6M0.05%-1,08213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\95,167$11.2M0.01%-6,88813F-HRTimelineGroup
TritonPoint Partners, LLCgroup of 2 filers holding92,578$10.9M+42,584Timeline
JFS WEALTH ADVISORS, LLC92,285$10.8M0.54%-1,47013F-HRTimeline
Sanctuary Advisors, LLC92,160$10.8M0.05%+6,58413F-HRTimeline
Broadview Financial Management, LLC90,694$10.7M6.51%-2,02013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding90,998$10.3M+45,625Timeline
Associated Banc-Corpin group Associated Banc-Corp84,457$9.92M0.24%-3,18613F-HRTimelineGroup
OFS Enterprise LLC82,646$9.71M2.48%+43913F-HRTimeline
Bryn Mawr Trust Advisors, LLC81,018$9.52M0.42%-2,82313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC78,333$9.2M0.18%-48013F-HRTimelineGroup
Heritage Trust Co77,416$9.1M0.79%+4,14413F-HRTimeline
Farther Finance Advisors, LLC74,498$8.75M0.07%+6,83913F-HRTimeline
Rodgers & Associates, LTD73,635$8.65M0.79%-3,51513F-HRTimeline
First Citizens Financial Corp72,538$8.52M3.56%-89413F-HRTimeline
GREENLEAF TRUST71,058$8.35M0.08%-78713F-HRTimeline
Mechanics Bank Trust Department70,649$8.3M1.03%-57913F-HRTimeline
HB Wealth Management, LLC68,061$8M0.04%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …67,391$7.92M0.94%+2,82213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV66,939$7.87M0.01%+1,52113F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP66,800$7.85M0.01%new13F-HRTimelineGroup
Denver PWM, LLC64,609$7.69M2.52%-63113F-HRTimeline
SOA Wealth Advisors, LLC.63,642$7.48M1.26%-15,21813F-HRTimeline
Arkadios Wealth Advisors62,244$7.31M0.11%-7,61913F-HRTimeline
Ausdal Financial Partners, Inc.61,723$7.25M0.28%-5,08813F-HRTimeline
JNBA Financial Advisors61,696$7.25M0.55%-2,06313F-HRTimeline
Centerpoint Advisors, LLC61,174$7.19M2.04%-1,13413F-HRTimeline
Goelzer Investment Management, Inc.60,578$7.12M0.31%-6,74013F-HRTimeline
Camarda Financial Advisors, LLC59,837$7.03M2.13%new13F-HRTimeline
Guidance Point Advisors, LLC59,348$6.98M1.47%-12213F-HRTimeline
NewEdge Wealth, LLC59,026$6.94M0.07%+6,83813F-HRTimeline
&PARTNERS57,927$6.8M0.03%+1,92713F-HRTimeline
InvesTrust57,284$6.73M2.59%-3,10013F-HRTimeline
Asset Management Group, Inc.57,034$6.7M0.98%-35413F-HRTimeline
Causey Wealth LLC56,781$6.67M2.61%+413F-HRTimeline
EP Wealth Advisors, LLC56,120$6.59M0.03%+1,25213F-HRTimeline
First Heartland Consultants, Inc.52,297$6.14M0.4%+45,19113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC52,290$6.14M0.08%-1,24013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp51,670$6.07M0.02%+2,00013F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…51,380$6.04M0.07%+2,40913F-HRTimelineGroup
Berman McAleer LLC50,031$5.88M0.68%-1,34513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC49,947$5.87M0.16%013F-HRTimeline
MML INVESTORS SERVICES, LLC49,871$5.86M0.01%+9,62613F-HRTimeline
Janney Montgomery Scott LLC49,065$5.76M0.01%+29013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC48,756$5.73M0.34%+29713F-HRTimeline
TIAAgroup of 4 filers holding47,204$5.55M-76Timeline
Soltis Investment Advisors LLC47,071$5.53M0.32%+1,82513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP46,937$5.51M0.01%-4,60213F-HR/ATimelineGroup
World Investment Advisors54,596$5.49M0.09%-4,14013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …45,403$5.33M0.04%+4,04313F-HRTimelineGroup
Strategic Financial Partners, Ltd.45,209$5.31M2%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…44,788$5.26M<0.01%-116,24713F-HRTimelineGroup
Brightwater Advisory LLC44,493$5.23M3.3%-8113F-HRTimeline
Perkins Coie Trust Co44,168$5.19M0.86%-26113F-HRTimeline
Circle Wealth Management, LLC44,000$5.17M0.06%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC43,993$5.17M<0.01%+1,64413F-HRTimelineGroup
Independence Financial Advisors, LLC43,969$5.17M1.34%-23,04313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers43,936$5.16M0.01%+4,89513F-HRTimelineGroup
Neumann Capital Management, LLC43,670$5.13M3.39%-11513F-HRTimeline
Global Retirement Partners, LLC43,567$5.12M0.08%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding43,280$5.09M+18,594Timeline
UNITED BANK42,637$5.01M0.59%+11,56113F-HRTimeline
Triangle Securities Wealth Management41,885$4.92M0.98%+3,15313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,110$4.69M0.01%+3,28113F-HRTimeline
BKM Wealth Management, LLC39,900$4.69M1.66%-3,18413F-HRTimeline
Maltin Wealth Management, Inc.39,385$4.63M1.55%+1,40213F-HRTimeline
Lee, Kelleher & Klein Wealth Management39,184$4.6M2.41%+70413F-HRTimeline
HANCOCK WHITNEY CORP38,951$4.58M0.08%-10313F-HRTimeline
ANB BANK37,998$4.46M1.67%-36613F-HRTimeline
Cranbrook Wealth Management, LLC37,386$4.39M0.82%-94013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.36,899$4.34M0.72%+1,47413F-HRTimeline
UMB Bank, n.a.36,415$4.28M0.05%-3,19813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Idaho Trust Co36,205$4.25M1.24%-2,73313F-HRTimeline
CFS Investment Advisory Services, LLC36,413$4.19M0.28%-63213F-HRTimeline
LTG Capital LLC35,611$4.18M2.8%-78613F-HRTimeline
Trail Ridge Investment Advisors, LLC35,164$4.13M1.74%-3,36813F-HRTimeline
Weinberger Asset Management, Inc35,531$3.98M1.27%-90013F-HRTimeline
Midwest Trust Co33,726$3.96M0.04%-14213F-HRTimeline
Clearstead Advisors, LLC33,388$3.92M0.04%-2,71813F-HRTimeline
BlueStem Wealth Partners, LLC32,951$3.87M0.39%-1,62313F-HRTimeline
BLAIR WILLIAM & CO/IL32,847$3.86M0.01%+49713F-HRTimeline
Ironwood Financial, llc33,861$3.82M0.6%-913F-HRTimeline
M1 Capital Management LLC32,444$3.81M1.41%-1,73913F-HRTimeline
Segment Wealth Management, LLC31,700$3.72M0.19%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK31,447$3.7M0.02%-69113F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC31,071$3.65M0.82%+53313F-HRTimeline
Advisory Services Network, LLC30,968$3.64M0.04%+3,76913F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK30,941$3.64M0.46%-1,04713F-HRTimelineGroup
Beacon Pointe Advisors, LLC30,765$3.61M0.02%-2,36913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…30,305$3.56M0.01%-30613F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…30,144$3.54M0.24%-98713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,016$3.53M0.02%-113,43213F-HRTimelineGroup
USA FINANCIAL FORMULAS29,982$3.52M0.64%13F-HRTimeline
Bluespring Wealth Management, LLC29,760$3.5M0.07%new13F-HRTimeline
Private Advisory Group LLC29,544$3.47M0.19%+3,01313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,431$3.46M0.04%-46013F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO29,297$3.44M0.28%-6813F-HRTimeline
MidFirst Bank29,240$3.44M0.24%-73213F-HRTimeline
Horizon Family Wealth, Inc.29,064$3.42M1.56%+65913F-HRTimeline
Sigma Planning Corp28,292$3.32M0.08%-75413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,247$3.32M<0.01%-72713F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC28,159$3.31M0.66%-8113F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT27,977$3.29M3.54%+2,02913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding27,293$3.21M+13,795Timeline
Summit Financial Consulting LLC27,175$3.19M2.17%new13F-HRTimeline
Stordahl Capital Management, Inc.27,080$3.18M0.58%-43513F-HRTimeline
Somerset Group LLC27,827$3.18M2.23%-24713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC27,002$3.17M0.01%-5,66213F-HRTimeline
Ullmann Wealth Partners Group, LLC26,789$3.15M0.29%+2,19713F-HRTimeline
Transcendent Capital Group LLC26,738$3.14M1.22%+3,04313F-HRTimeline
JMAC ENTERPRISES LLC26,353$3.1M0.52%-15,70113F-HRTimeline
Wealthspire Advisors, LLC25,894$3.04M0.02%+2,78913F-HRTimeline
CX Institutional25,811$3.03M0.09%+59013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management25,605$3.01M0.39%-74513F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC25,578$3.01M1.44%-25613F-HRTimeline