Skip to content
Disclosery

IJK ISHARES TR

Follow

S&P MC 400GR ETF (fund)

890 managers (901 13F filers) reported a position in IJK shares at 2024-12-31, 71,020,334 shares in all. 42 filers opened a position and 56 filers sold out during the quarter.

Managers
890
13F filers
901
New
42
Added
253
Reduced
274
Sold out
56
Shares held by filers
71,020,334

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Corundum Trust Company, INC21,744$1.98M5.94%-44013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,471$1.95M0.05%-188,17913F-HRTimelineGroup
One Capital Management, LLC21,464$1.95M0.06%-3,69913F-HRTimeline
Operose Advisors LLC21,454$1.95M0.67%+2,07013F-HRTimeline
PFG Advisors21,328$1.94M0.12%+12013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.21,156$1.92M0.94%+713F-HRTimeline
Park Place Capital Corp20,948$1.9M0.53%-97213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding20,849$1.9M-367Timeline
Davis Investment Partners, LLC20,650$1.87M0.79%013F-HRTimeline
Allegheny Financial Group20,224$1.84M0.47%+16813F-HRTimeline
Darrow Company, Inc.20,072$1.83M1.06%-9113F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…19,977$1.82M0.01%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,942$1.81M0.06%-2,18113F-HRTimeline
Wellspring Financial Advisors, LLC19,823$1.8M0.19%-4,24413F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC19,778$1.8M0.8%+2513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…19,723$1.79M0.51%-15713F-HRTimeline
C2C Wealth Management, LLC19,627$1.78M1.65%013F-HRTimeline
Heck Capital Advisors, LLC19,589$1.78M0.2%-12,90513F-HR/ATimeline
&PARTNERS19,275$1.78M0.02%+4,93413F-HRTimeline
Foundation Wealth Management, LLC19,402$1.76M1.37%+1313F-HRTimeline
Rehmann Capital Advisory Group19,386$1.76M0.11%+6013F-HRTimeline
Somerset Group LLC19,373$1.76M1.61%-32913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC19,290$1.75M<0.01%-1,60013F-HRTimelineGroup
Crestwood Advisors Group, LLC19,052$1.73M0.03%013F-HRTimeline
Novak & Powell Financial Services, Inc.18,414$1.67M1%-10313F-HRTimeline
MONECO ADVISORS, LLC18,338$1.67M0.18%+2013F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.18,305$1.66M<0.01%-66513F-HRTimeline
Peregrine Asset Advisers, Inc.18,088$1.64M0.61%-1213F-HRTimeline
First Horizon Advisors, Inc.18,050$1.64M0.05%013F-HRTimeline
Patten Group, Inc.17,799$1.62M0.36%+65413F-HRTimeline
ANDERSON HOAGLAND & CO16,582$1.57M0.16%013F-HRTimeline
Roberts Financial Services LLC17,261$1.57M0.3%-25413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC17,200$1.56M0.13%new13F-HR/ATimeline
TRUST CO OF VERMONT17,184$1.56M0.08%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,970$1.54M0.01%-6,17313F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC16,900$1.54M<0.01%new13F-HRTimeline
RENASANT BANK16,811$1.53M0.99%-1,19713F-HRTimeline
NewEdge Advisors, LLC16,740$1.52M0.01%+1,64013F-HRTimeline
Kingsview Wealth Management, LLC16,699$1.52M0.03%+35113F-HRTimeline
VICUS CAPITAL16,633$1.51M0.13%-28213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,488$1.5M0.04%-144,74613F-HRTimelineGroup
CWM, LLCin group CWM, LLC16,288$1.48M0.01%+4,28013F-HRTimelineGroup
TAGStone Capital, Inc.16,161$1.47M0.72%-8413F-HRTimeline
River Wealth Advisors LLC16,156$1.47M0.19%013F-HRTimeline
Family Firm, Inc.15,773$1.43M0.32%-61713F-HRTimeline
Merkkuri Wealth Advisors LLC15,748$1.43M1.13%+3713F-HRTimeline
Kozak & Associates, Inc.15,445$1.43M0.33%-18713F-HRTimeline
Horizon Family Wealth, Inc.15,534$1.41M0.94%+2,58213F-HRTimeline
Finley Financial, LLC15,037$1.41M0.73%13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,326$1.4M<0.01%-1,81313F-HRTimelineGroup
WHITTIER TRUST CO15,311$1.39M0.02%+1,48713F-HRTimeline
Verdence Capital Advisors LLC15,246$1.39M0.11%-513F-HRTimeline
RKL Wealth Management LLC15,216$1.38M0.12%+3,03213F-HRTimeline
Grey Ledge Advisors, LLC15,103$1.37M0.35%+73413F-HRTimeline
Ellis Investment Partners, LLC15,083$1.37M0.27%+1713F-HRTimeline
First Heartland Consultants, Inc.15,029$1.37M0.14%-18,44213F-HRTimeline
Teamwork Financial Advisors, LLC14,930$1.36M0.18%+1,57313F-HRTimeline
Fulton Bank, N.A.14,910$1.36M0.05%+1,07013F-HRTimeline
IHT Wealth Management, LLC14,608$1.33M0.04%-2,62413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,483$1.32M0.1%+913F-HRTimeline
AMG National Trust Bank14,307$1.3M0.04%013F-HRTimeline
PRIVATE TRUST CO NA14,311$1.3M0.13%+2,08413F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.14,252$1.3M0.73%+5,57113F-HRTimeline
MassMutual Private Wealth & Trust, FSB14,185$1.29M0.04%-7113F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,110$1.28M0.05%-1,07213F-HR/ATimeline
BANK OF STOCKTON14,025$1.28M0.39%-8513F-HRTimeline
Meridian Wealth Management, LLC13,898$1.26M0.06%+1413F-HRTimeline
YHB Investment Advisors, Inc.13,837$1.26M0.1%013F-HRTimeline
PITTENGER & ANDERSON INC13,800$1.25M0.05%013F-HRTimeline
Schechter Investment Advisors, LLC13,615$1.24M0.09%013F-HRTimeline
WealthShield Partners, LLC13,423$1.22M0.17%+8213F-HRTimeline
Pallas Capital Advisors LLC13,318$1.21M0.05%+5013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…13,317$1.21M0.02%-27813F-HRTimelineGroup
Mowery & Schoenfeld Wealth Management, …13,200$1.2M2.33%013F-HRTimeline
CITY HOLDING CO13,173$1.2M0.17%+2,32513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,764$1.16M0.03%-21013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,551$1.14M0.1%-1,283,63313F-HRTimeline
Independent Advisor Alliance12,567$1.14M0.02%new13F-HRTimeline
CX Institutional12,113$1.1M0.04%+1,31013F-HRTimeline
COUNTRY CLUB BANK12,072$1.1M0.07%013F-HRTimeline
Moors & Cabot, Inc.12,050$1.1M0.05%+61013F-HRTimeline
Bragg Financial Advisors, Inc11,864$1.08M0.04%-27313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,757$1.07M<0.01%+1713F-HRTimelineGroup
Prime Capital Investment Advisors, LLC11,738$1.07M0.02%-30413F-HRTimeline
ACAS, LLC11,103$1.05M0.78%-10313F-HRTimeline
Fiduciary Alliance LLC11,572$1.05M0.11%-8113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,548$1.05M<0.01%+2,43913F-HRTimelineGroup
Aprio Wealth Management, LLC11,547$1.05M0.15%+513F-HRTimeline
Perigon Wealth Management, LLC11,075$1.04M0.03%-14213F-HRTimeline
FIRST CITIZENS BANK & TRUST CO11,442$1.04M0.02%+1,14113F-HRTimeline
Laurel Wealth Advisors LLC11,409$1.04M0.16%-29913F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC11,366$1.03M<0.01%-23413F-HRTimelineGroup
Summit Financial, LLC11,363$1.03M0.04%013F-HRTimeline
Sather Financial Group Inc11,360$1.03M0.06%013F-HRTimeline
Front Row Advisors LLC11,336$1.03M0.36%-2013F-HRTimeline
MainStreet Investment Advisors LLC11,331$1.03M0.14%+12913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,315$1.03M0.08%+27613F-HRTimeline
Marietta Wealth Management, LLC11,220$1.02M0.15%013F-HRTimeline
Pinnacle Financial Partners Inc11,074$1.01M0.02%013F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.11,004$1M0.29%-4,74613F-HRTimeline
DEARBORN PARTNERS LLC10,971$998K0.04%013F-HRTimeline
NTV Asset Management LLC10,920$993K0.13%-1,50013F-HRTimeline
Global Financial Private Client, LLC10,866$988K0.37%+55013F-HRTimeline
Merit Financial Group, LLC10,797$982K0.02%+6,44613F-HRTimeline
Cadence Bank10,796$982K0.07%-59413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,735$976K0.04%013F-HRTimelineGroup
OneDigital Investment Advisors LLC10,722$975K0.01%-3,72713F-HRTimeline
OLD NATIONAL BANCORP /IN/10,691$972K0.02%+8,25813F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.10,644$968K0.29%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,527$957K0.03%+4,67113F-HRTimeline
Argent Advisors, Inc.10,516$956K0.35%new13F-HRTimeline
MARQUETTE ASSOCIATES, INC.10,502$955K0.79%013F-HRTimeline
AdvisorNet Financial, Inc10,347$941K0.08%-18313F-HRTimeline
Ballentine Partners, LLC10,290$936K0.02%+31413F-HRTimeline
Harbour Capital Advisors, LLC10,055$928K0.21%-12513F-HRTimeline
Venture Visionary Partners LLC10,184$926K0.04%+60213F-HR/ATimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10,097$918K<0.01%+1413F-HR/ATimeline
Heartwood Wealth Advisors LLC10,069$916K0.1%013F-HRTimeline
Bangor Savings Bank9,985$908K0.09%-2213F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co9,949$905K<0.01%+5,26913F-HRTimelineGroup
Crewe Advisors LLC9,945$904K0.12%-4113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC9,854$896K0.21%-1413F-HRTimeline
Texas Capital Bank Wealth Management Se…9,780$889K0.09%013F-HRTimeline
SOL Capital Management CO9,710$883K0.1%+1,80013F-HRTimeline
ROMAN BUTLER FULLERTON & CO9,383$882K0.28%-92013F-HRTimeline
Beacon Pointe Advisors, LLC9,658$878K0.01%+1,28113F-HRTimeline
Atlas Brown,Inc.9,628$875K0.3%-47113F-HRTimeline
Avior Wealth Management, LLC9,621$875K0.03%+513F-HRTimeline
Modera Wealth Management, LLC9,574$871K0.01%+45913F-HRTimeline
Chicago Partners Investment Group LLC9,436$868K0.03%+713F-HRTimeline
SageView Advisory Group, LLC9,481$862K0.04%+61413F-HRTimeline
SYNOVUS FINANCIAL CORP9,452$860K0.01%+32213F-HRTimeline
Ruggaard & Associates LLC9,415$856K0.38%-40013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.9,388$854K0.1%+29913F-HRTimeline
HANCOCK WHITNEY CORP9,354$851K0.03%-3,13313F-HRTimeline
Financial Alternatives, Inc9,084$826K0.58%013F-HRTimeline
Breakwater Capital Group9,074$825K0.16%-67213F-HRTimeline
OAKWORTH CAPITAL, INC.9,040$822K0.06%-5413F-HRTimeline
Truepoint, Inc.9,021$820K0.02%-913F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC8,928$812K0.08%-20913F-HRTimeline
EWG Elevate Inc.8,923$811K0.25%new13F-HRTimeline
Outlook Wealth Advisors, LLC8,888$808K0.23%013F-HRTimeline
TCV Trust & Wealth Management, Inc.8,824$802K0.07%013F-HRTimeline
Harvest Investment Services, LLC8,792$799K0.2%-14,75813F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,789$799K0.07%013F-HRTimeline
PKS Advisory Services, LLC8,647$786K0.2%13F-HRTimeline
Graypoint LLC8,638$785K0.05%-83313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC8,630$785K0.01%-8013F-HRTimeline
Atlantic Edge Private Wealth Management…8,623$784K0.24%013F-HRTimeline
HMS Capital Management, LLC8,614$783K0.38%-10113F-HRTimeline
Hubbell Strickland Wealth Management, L…8,581$780K0.37%+1113F-HRTimeline
Tudor Financial Inc.8,472$770K0.45%+1,53713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …8,403$768K<0.01%+5,50013F-HRTimelineGroup
Welch & Forbes LLC8,423$766K0.01%013F-HRTimeline
Crescent Grove Advisors, LLC8,309$756K0.07%013F-HRTimeline
Compton Wealth Advisory Group, LLC8,294$754K0.19%+4013F-HRTimeline
Texas Bank & Trust Co8,285$753K0.31%13F-HRTimeline
Quantinno Capital Management LP8,284$753K0.01%+81713F-HRTimeline
PCA Investment Advisory Services Inc.8,210$747K0.35%-1,87413F-HRTimeline
RWA WEALTH PARTNERS, LLC8,171$743K0.01%+313F-HRTimeline
Montecito Bank & Trust8,137$740K0.13%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC8,075$734K0.06%+1813F-HRTimeline
Octavia Wealth Advisors, LLC8,023$729K0.09%+113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.8,016$729K0.35%013F-HRTimeline
Axis Wealth Partners, LLC7,930$721K0.61%13F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC7,924$721K0.01%+1613F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…7,911$719K0.14%013F-HRTimeline
Parallel Advisors, LLC7,910$719K0.02%+3,31013F-HRTimeline
Peterson Wealth Advisors, LLC7,771$717K0.13%+1713F-HRTimeline
DSG Capital Advisors, LLC7,852$714K0.13%13F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.7,833$712K0.15%new13F-HRTimeline
Parcion Private Wealth LLC7,676$698K0.05%-80813F-HRTimeline
Topsail Wealth Management, LLC7,583$690K0.15%13F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC7,556$687K0.01%013F-HRTimelineGroup
Fairscale Capital, LLC7,432$676K0.58%+113F-HRTimeline
ProVise Management Group, LLC7,385$672K0.06%-6813F-HRTimeline
Amplius Wealth Advisors, LLC7,339$667K0.07%+3,96513F-HRTimeline
Key Financial Inc7,306$664K0.15%-5213F-HRTimeline
BRIGHTON JONES LLC7,269$661K0.02%+1,28513F-HR/ATimeline
CHOREO, LLC7,255$660K0.01%-26813F-HRTimeline
Oxinas Partners, LLC7,235$658K0.39%-11213F-HRTimeline
AWM CAPITAL, LLC7,224$657K0.08%013F-HRTimeline
Hickory Point Bank & Trust7,181$653K0.58%13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,165$652K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,164$651K0.02%013F-HRTimeline
Arkadios Wealth Advisors7,104$646K0.04%-2413F-HRTimeline
GUERRA PAN ADVISORS, LLC7,076$643K0.47%+1,43113F-HRTimeline
WMS Partners, LLC7,060$642K0.04%013F-HRTimeline
Prosperity Planning, Inc.7,029$639K0.2%-5113F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,022$639K0.06%013F-HRTimeline
Corundum Group, Inc.7,000$637K0.24%013F-HRTimeline
Busey Bank6,969$634K0.02%+1313F-HRTimeline
Allworth Financial LP6,547$631K<0.01%+1,51313F-HRTimeline
Dale Q Rice Investment Management Ltd6,890$627K0.28%13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,880$626K0.39%-30,22813F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.6,870$625K0.05%-17313F-HRTimeline
United Community Bankin group United Community Bank6,861$624K0.24%013F-HRTimelineGroup
Saxony Capital Management, LLC6,850$623K0.55%-17,52713F-HRTimeline
ALERUS FINANCIAL NA6,790$617K0.05%+613F-HRTimeline
Daner Wealth Management, LLC6,461$614K0.45%13F-HRTimeline