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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

979 managers (995 13F filers) reported a position in IJK shares at 2026-06-30, 72,066,209 shares in all. 100 filers opened a position and 45 filers sold out during the quarter.

Managers
979
13F filers
995
New
100
Added
224
Reduced
326
Sold out
45
Shares held by filers
72,066,209

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
Spire Wealth Managementin group Spire Wealth Management25,151$2.96M0.09%-31513F-HRTimelineGroup
GC Wealth Management RIA, LLC24,939$2.93M0.17%+22613F-HRTimeline
Foundation Wealth Management, LLC24,932$2.93M1.73%+41713F-HRTimeline
Performance Wealth Partners, LLC24,898$2.93M0.07%-42413F-HRTimeline
Avior Wealth Management, LLC24,472$2.88M0.08%+15,61613F-HRTimeline
Quantinno Capital Management LP23,766$2.79M<0.01%+1,34813F-HRTimeline
VANCE WEALTH, LLC23,339$2.74M0.62%-813F-HRTimeline
DT Investment Partners, LLC23,118$2.72M0.2%+20,71813F-HRTimeline
ALLIANCEBERNSTEIN L.P.26,753$2.69M<0.01%+3,56313F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.22,839$2.68M1.09%+3,04713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22,758$2.67M0.06%-113F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV22,689$2.67M1%-5513F-HRTimeline
Corundum Trust Company, INC22,354$2.63M7.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,276$2.62M0.03%-2,00413F-HRTimelineGroup
Codex Capital Asset Management L.L.C.22,050$2.59M0.9%-45013F-HRTimeline
Alesco Advisors, LLC, An ESL Co21,652$2.54M0.06%013F-HRTimeline
Operose Advisors LLC21,624$2.54M0.49%-36013F-HRTimeline
Glass Jacobson Investment Advisors llc21,285$2.5M0.78%-29613F-HRTimeline
RWA WEALTH PARTNERS, LLC21,281$2.5M0.02%-69913F-HRTimeline
Grey Ledge Advisors, LLC21,144$2.48M0.5%+2,70013F-HRTimeline
Retirement Planning Group, LLC21,003$2.47M0.06%013F-HRTimeline
Argent Advisors, Inc.20,961$2.46M0.62%-15513F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…20,937$2.43M<0.01%+12113F-HRTimeline
Davis Investment Partners, LLC20,650$2.43M0.74%013F-HRTimeline
Darrow Company, Inc.20,084$2.36M0.91%+213F-HRTimeline
Stenger Family Office, LLC19,982$2.35M0.37%-1,99913F-HRTimeline
Axis Wealth Partners, LLC19,743$2.32M1.11%-41413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC19,735$2.32M0.84%-9513F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources19,682$2.31M<0.01%-80013F-HRTimelineGroup
Avantax Planning Partners, Inc.19,152$2.25M0.06%-45413F-HRTimeline
Wellspring Financial Advisors, LLC18,882$2.22M0.15%+613F-HRTimeline
Lifestyle Asset Management, Inc.18,872$2.22M0.6%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,588$2.18M0.04%-82,00613F-HRTimeline
Crestwood Advisors Group, LLC18,585$2.18M0.03%-4013F-HRTimeline
C2C Wealth Management, LLC18,561$2.18M1.71%-89413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,122$2.13M0.15%-27013F-HRTimeline
Meridian Wealth Management, LLC17,963$2.11M0.07%-7613F-HRTimeline
Allegheny Financial Group17,921$2.11M0.22%-1,24813F-HRTimeline
Royal Fund Management, LLC17,884$2.1M0.18%-63513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.17,612$2.07M<0.01%-23013F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/17,556$2.06M0.04%-313F-HRTimeline
Rehmann Capital Advisory Group17,202$2.02M0.09%-37513F-HRTimeline
Peregrine Asset Advisers, Inc.16,909$1.99M0.43%-7113F-HRTimeline
TRUST CO OF VERMONT16,895$1.99M0.07%13F-HRTimeline
Fulton Bank, N.A.16,804$1.97M0.06%013F-HRTimeline
ANDERSON HOAGLAND & CO16,582$1.95M0.15%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC16,354$1.92M<0.01%+4,51213F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,323$1.92M0.01%+2,49813F-HRTimelineGroup
WHITTIER TRUST CO16,518$1.92M0.02%-2,12413F-HRTimeline
Novak & Powell Financial Services, Inc.16,244$1.91M0.9%+31713F-HRTimeline
Columbia Bank15,868$1.86M0.42%-92813F-HRTimeline
GENESIS PRIVATE WEALTH, LLC15,632$1.84M0.52%013F-HRTimeline
Harvest Investment Services, LLC15,578$1.83M0.28%new13F-HRTimeline
TAGStone Capital, Inc.15,542$1.83M0.58%-21113F-HRTimeline
Godfrey Financial Associates, Inc.15,414$1.81M1.39%-19813F-HRTimeline
Verdence Capital Advisors LLC15,274$1.79M0.09%013F-HRTimeline
River Wealth Advisors LLC15,266$1.79M0.19%+18813F-HR/ATimeline
CONGRESS ASSET MANAGEMENT CO15,059$1.77M0.01%-4,58413F-HRTimeline
Finley Financial, LLC15,037$1.77M0.71%013F-HRTimeline
Atria Investments, Inc14,882$1.75M0.02%+6,92213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,849$1.74M0.07%-2,22713F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…14,820$1.74M0.27%-67013F-HRTimeline
MONECO ADVISORS, LLC14,624$1.72M0.11%-50913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,519$1.71M0.09%+413F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA14,001$1.65M0.85%new13F-HRTimeline
Ellis Investment Partners, LLC13,949$1.64M0.25%-8713F-HRTimeline
Dana Investment Advisors, Inc.13,902$1.63M0.04%-1,92513F-HRTimeline
Summit Financial, LLC13,895$1.63M0.02%-4013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.13,823$1.62M0.78%-7,35613F-HRTimeline
YHB Investment Advisors, Inc.13,822$1.62M0.1%+8013F-HRTimeline
PITTENGER & ANDERSON INC13,800$1.62M0.06%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,667$1.61M0.02%+97713F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.13,631$1.6M0.43%+1,06013F-HRTimeline
Pallas Capital Advisors LLC13,609$1.6M0.05%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …13,200$1.55M2.11%013F-HRTimeline
Cresset Asset Management, LLC13,179$1.55M0.01%-45213F-HRTimeline
Fairscale Capital, LLC13,096$1.54M0.92%+2,67113F-HRTimeline
Keystone Financial Group13,066$1.54M0.09%new13F-HRTimeline
PKS Advisory Services, LLC13,029$1.53M0.24%+2,56013F-HRTimeline
J.W. COLE ADVISORS, INC.12,968$1.52M0.03%new13F-HRTimeline
FIRST HORIZON CORP12,964$1.52M0.06%013F-HRTimeline
Heck Capital Advisors, LLC12,835$1.51M0.09%-7213F-HRTimeline
CITY HOLDING CO12,773$1.5M0.17%-80013F-HRTimeline
Moors & Cabot, Inc.12,652$1.49M0.06%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding12,611$1.48M+597Timeline
Bleakley Financial Group, LLC12,588$1.48M0.02%+2,05213F-HRTimeline
Kingsview Wealth Management, LLC12,487$1.47M0.02%-8013F-HRTimeline
Watchman Group, Inc.12,426$1.46M0.33%-11113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,245$1.44M0.02%+81313F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC12,198$1.43M0.03%+2,75313F-HRTimeline
Allworth Financial LP12,159$1.43M0.01%-92113F-HRTimeline
MassMutual Private Wealth & Trust, FSB12,097$1.42M0.04%-1013F-HRTimeline
Thayer Partners, LLC / MA12,023$1.41M0.58%+413F-HRTimeline
Embree Financial Group11,875$1.4M0.14%-22013F-HRTimeline
Bragg Financial Advisors, Inc11,806$1.39M0.04%-4813F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,800$1.39M0.03%+1113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA11,937$1.38M0.04%013F-HRTimelineGroup
OneDigital Investment Advisors LLC11,684$1.37M0.01%-7513F-HRTimeline
AMG National Trust Bank11,652$1.37M0.03%-84813F-HRTimeline
Aprio Wealth Management, LLC11,649$1.37M0.07%+213F-HRTimeline
Private Wealth Asset Management, LLC11,565$1.36M0.13%-42513F-HRTimeline
Fortitude Family Office, LLC11,539$1.36M0.26%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO11,449$1.35M0.02%+23813F-HRTimeline
Western Wealth Management, LLC11,409$1.34M0.04%+2113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP11,369$1.34M<0.01%+3,04813F-HRTimelineGroup
Marietta Wealth Management, LLC11,220$1.32M0.14%013F-HRTimeline
Bangor Savings Bank11,168$1.31M0.1%013F-HRTimeline
VICUS CAPITAL11,123$1.31M0.08%-2,16913F-HRTimeline
Cordoba Advisory Partners LLC11,129$1.3M0.28%+65313F-HRTimeline
BRIGHTON JONES LLC11,067$1.3M0.02%-12213F-HRTimeline
IHT Wealth Management, LLC11,047$1.3M0.03%-1,87113F-HRTimeline
Laurel Wealth Advisors LLC10,909$1.28M0.12%-4013F-HRTimeline
Buck Wealth Strategies, LLC10,890$1.28M0.13%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,867$1.28M0.03%+513F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC10,812$1.27M0.01%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…10,687$1.26M0.02%013F-HRTimelineGroup
Summit Trail Advisors, LLC10,669$1.25M0.02%-35513F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.10,644$1.25M0.27%013F-HRTimeline
Schneider Downs Wealth Management Advis…10,589$1.24M0.12%013F-HRTimeline
Keenan, LLC10,554$1.24M0.88%-3,69113F-HRTimeline
MainStreet Investment Advisors LLC10,463$1.23M0.17%+19013F-HRTimeline
Plante Moran Financial Advisors, LLC10,248$1.2M0.06%-36113F-HRTimeline
Merit Financial Group, LLC10,193$1.2M0.01%-42,02913F-HR/ATimeline
Patten Group, Inc.10,178$1.2M0.19%-19113F-HRTimeline
Front Row Advisors LLC10,082$1.18M0.34%-40413F-HRTimeline
Ballentine Partners, LLC9,976$1.17M0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,067$1.17M0.07%-38113F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,919$1.17M0.06%-70813F-HRTimeline
Harbour Capital Advisors, LLC10,055$1.15M0.21%013F-HRTimeline
Chicago Partners Investment Group LLC10,077$1.14M0.02%+12813F-HRTimeline
Fiduciary Alliance LLC9,595$1.13M0.08%-2,31613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.9,567$1.12M<0.01%+1,70913F-HRTimelineGroup
Breakwater Capital Group9,531$1.12M0.13%-53113F-HRTimeline
DEARBORN PARTNERS LLC9,505$1.12M0.06%013F-HR/ATimeline
Prime Capital Investment Advisors, LLC9,481$1.11M0.01%-17813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,455$1.11M0.01%+20913F-HRTimelineGroup
Atlas Brown,Inc.9,392$1.1M0.3%-15813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC9,381$1.1M0.02%-12,01313F-HRTimelineGroup
RKL Wealth Management LLC9,352$1.1M0.09%+613F-HRTimeline
Tudor Financial Inc.9,342$1.1M0.49%+1,10013F-HR/ATimeline
PRIVATE TRUST CO NA9,327$1.1M0.09%-7513F-HRTimeline
Parallel Advisors, LLC9,263$1.09M0.02%-19313F-HRTimeline
Heartwood Wealth Advisors LLC9,234$1.08M0.08%-83113F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK9,177$1.08M0.01%+19513F-HRTimelineGroup
Venture Visionary Partners LLC9,153$1.08M0.03%+113F-HRTimeline
Veratis Advisors, Inc.9,117$1.07M0.76%13F-HRTimeline
Financial Alternatives, Inc9,084$1.07M0.53%013F-HRTimeline
Clear Creek Financial Management, LLC9,049$1.06M0.07%-9,47613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,043$1.06M<0.01%+6,81413F-HRTimelineGroup
DAVIDSON TRUST CO9,002$1.06M0.41%+1,08913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,976$1.05M0.01%+2,87313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …8,970$1.05M0.05%+2,76313F-HRTimeline
OAKWORTH CAPITAL, INC.8,952$1.05M0.05%013F-HRTimeline
CHILTON INVESTMENT CO INC.8,875$1.04M0.03%-27013F-HRTimeline
Truepoint, Inc.8,787$1.03M0.02%-14513F-HRTimeline
Busey Bank8,713$1.02M0.02%013F-HRTimeline
Topsail Wealth Management, LLC8,691$1.02M0.13%013F-HRTimeline
NTV Asset Management LLC8,670$1.02M0.1%-20013F-HRTimeline
AdvisorNet Financial, Inc8,622$1.01M0.05%-11813F-HRTimeline
Ruggaard & Associates LLC8,598$1.01M0.36%-13313F-HRTimeline
Atlantic Edge Private Wealth Management…8,583$1.01M0.21%013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,560$1.01M0.42%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.8,558$1.01M0.11%+2013F-HRTimeline
Belpointe Asset Management LLC8,528$1M0.03%+3,53713F-HRTimeline
BANK OF STOCKTON8,503$999K0.28%-12513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC8,414$989K0.08%013F-HRTimeline
Welch & Forbes LLC8,373$984K0.01%013F-HRTimeline
HMS Capital Management, LLC8,337$980K0.37%-58713F-HRTimeline
SageView Advisory Group, LLC8,329$979K0.03%+413F-HRTimeline
Wagner Wealth Management, LLC8,280$973K0.18%013F-HRTimeline
IFP Advisors, Inc8,194$963K0.02%+18213F-HRTimeline
MONEY CONCEPTS CAPITAL CORP8,151$958K0.04%new13F-HRTimeline
Peterson Wealth Advisors, LLC8,114$953K0.11%+47413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.8,016$942K0.34%013F-HRTimeline
RFG Advisory, LLC7,975$937K0.01%+24913F-HRTimeline
Montecito Bank & Trust7,937$933K0.14%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC7,926$931K0.01%013F-HRTimeline
Integrated Advisors Network LLC7,908$929K0.04%-42,09413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …8,003$929K<0.01%+4,06213F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.7,836$921K<0.01%new13F-HRTimelineGroup
Glenview Trust Co7,780$914K0.01%013F-HR/ATimeline
TCV Trust & Wealth Management, Inc.7,689$903K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.7,631$897K0.01%-17,71913F-HRTimeline
Valeo Financial Advisors, LLC7,594$892K0.02%+3,14613F-HRTimeline
DSG Capital Advisors, LLC7,852$892K0.13%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC7,556$888K0.01%013F-HRTimelineGroup
Texas Bank & Trust Co7,529$885K0.29%-1513F-HRTimeline
Perigon Wealth Management, LLC7,515$883K0.01%-6913F-HRTimeline
Modera Wealth Management, LLC7,457$876K0.01%-43713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,401$869K<0.01%-5313F-HRTimeline
ProVise Management Group, LLC7,272$854K0.06%-4913F-HRTimeline
Crescent Grove Advisors, LLC7,255$852K0.07%-61113F-HRTimeline
AWM CAPITAL, LLC7,224$849K0.07%013F-HRTimeline
Hickory Point Bank & Trust7,181$844K0.51%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,165$842K0.02%013F-HRTimeline
River Street Advisors LLC7,124$837K0.25%-33313F-HRTimeline
Focus Financial Network, Inc.7,105$835K0.03%-4313F-HRTimeline
Outlook Wealth Advisors, LLC7,077$832K0.18%013F-HRTimeline
Nicholas Hoffman & Company, LLC.7,056$829K0.02%013F-HRTimeline
Compton Wealth Advisory Group, LLC7,134$828K0.17%-96513F-HRTimeline