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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

845 managers (855 13F filers) reported a position in IJK shares at 2025-03-31, 71,130,587 shares in all. 34 filers opened a position and 75 filers sold out during the quarter.

Managers
845
13F filers
855
New
34
Added
253
Reduced
265
Sold out
75
Shares held by filers
71,130,587

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Columbia Bank20,855$1.74M0.6%-2,18413F-HRTimeline
Darrow Company, Inc.20,249$1.69M0.94%+17713F-HRTimeline
Wellspring Financial Advisors, LLC19,830$1.65M0.18%+713F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…19,848$1.65M<0.01%-12913F-HRTimeline
Davis Investment Partners, LLC20,650$1.65M0.73%013F-HRTimeline
Park Place Capital Corp19,744$1.64M0.45%-1,20413F-HRTimeline
C2C Wealth Management, LLC19,587$1.63M1.53%-4013F-HRTimeline
MONECO ADVISORS, LLC19,443$1.62M0.17%+1,10513F-HR/ATimeline
Dana Investment Advisors, Inc.19,430$1.62M0.06%-4,28713F-HRTimeline
Foundation Wealth Management, LLC19,385$1.61M1.26%-1713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC19,373$1.61M0.73%-40513F-HRTimeline
Allegheny Financial Group19,288$1.61M0.41%-93613F-HRTimeline
Rehmann Capital Advisory Group19,283$1.61M0.1%-10313F-HRTimeline
Ritter Daniher Financial Advisory LLC /…19,265$1.6M0.44%-45813F-HRTimeline
Slow Capital, Inc.18,766$1.56M0.21%-8,87813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC18,749$1.56M0.04%-18,93313F-HRTimeline
ALLIANCEBERNSTEIN L.P.18,117$1.51M<0.01%-18813F-HRTimeline
Crestwood Advisors Group, LLC17,622$1.47M0.03%-1,43013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO17,555$1.46M0.04%+6,11313F-HRTimeline
Peregrine Asset Advisers, Inc.17,553$1.46M0.55%-53513F-HRTimeline
Patten Group, Inc.17,412$1.45M0.33%-38713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,374$1.45M0.04%-8,67813F-HRTimelineGroup
TRUST CO OF VERMONT17,184$1.43M0.07%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA16,970$1.41M0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC16,958$1.41M0.01%+21813F-HRTimeline
First Horizon Advisors, Inc.16,777$1.4M0.04%-1,27313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…14,326$1.4M<0.01%013F-HR/ATimelineGroup
CX Institutional16,663$1.39M0.05%+4,55013F-HRTimeline
Novak & Powell Financial Services, Inc.16,638$1.39M0.86%-1,77613F-HRTimeline
Watchman Group, Inc.16,552$1.38M0.39%-11,60713F-HRTimeline
Family Firm, Inc.16,520$1.38M0.31%+74713F-HRTimeline
TAGStone Capital, Inc.16,317$1.36M0.67%+15613F-HRTimeline
Heck Capital Advisors, LLC16,207$1.35M0.15%-3,38213F-HRTimeline
Grey Ledge Advisors, LLC16,078$1.34M0.35%+97513F-HRTimeline
RENASANT BANK16,004$1.33M0.88%-80713F-HRTimeline
Roberts Financial Services LLC15,952$1.33M0.26%-1,30913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.18,021$1.33M<0.01%-7,16413F-HRTimelineGroup
CWM, LLCin group CWM, LLC15,949$1.33M0.01%-33913F-HRTimelineGroup
WHITTIER TRUST CO15,908$1.32M0.02%+59713F-HRTimeline
Horizon Family Wealth, Inc.15,835$1.32M0.88%+30113F-HRTimeline
River Wealth Advisors LLC15,805$1.32M0.18%-35113F-HRTimeline
Fulton Bank, N.A.15,764$1.31M0.05%+85413F-HRTimeline
Kingsview Wealth Management, LLC15,466$1.29M0.02%-1,23313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,323$1.28M0.03%-1,16513F-HRTimelineGroup
Verdence Capital Advisors LLC15,225$1.27M0.1%-2113F-HRTimeline
RKL Wealth Management LLC15,224$1.27M0.12%+813F-HRTimeline
AMG National Trust Bank15,157$1.26M0.04%+85013F-HRTimeline
Finley Financial, LLC15,037$1.25M0.7%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.14,976$1.25M0.7%+72413F-HRTimeline
ANDERSON HOAGLAND & CO16,582$1.22M0.14%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp14,622$1.22M0.06%+7,91113F-HRTimelineGroup
Kozak & Associates, Inc.15,233$1.22M0.3%-21213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,383$1.22M0.03%+61913F-HRTimelineGroup
Ellis Investment Partners, LLC14,584$1.21M0.25%-49913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,489$1.21M0.09%+613F-HRTimeline
IHT Wealth Management, LLC14,484$1.21M0.04%-12413F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,254$1.19M0.04%+3,72713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,128$1.18M0.05%+1813F-HR/ATimeline
Meridian Wealth Management, LLC14,084$1.17M0.06%+18613F-HRTimeline
Argent Advisors, Inc.14,034$1.17M0.39%+3,51813F-HRTimeline
MassMutual Private Wealth & Trust, FSB13,952$1.16M0.03%-23313F-HRTimeline
PITTENGER & ANDERSON INC13,800$1.15M0.04%013F-HRTimeline
Private Wealth Asset Management, LLC13,760$1.15M0.16%13F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.13,612$1.13M0.32%+2,60813F-HRTimeline
New Age Alpha Advisors, LLC13,542$1.13M0.05%new13F-HRTimeline
YHB Investment Advisors, Inc.13,437$1.12M0.09%-40013F-HRTimeline
CITY HOLDING CO13,386$1.11M0.16%+21313F-HRTimeline
Pallas Capital Advisors LLC13,268$1.1M0.05%-5013F-HRTimeline
WealthShield Partners, LLC13,258$1.1M0.14%-16513F-HRTimeline
Mowery & Schoenfeld Wealth Management, …13,200$1.1M2.15%013F-HRTimeline
BANK OF STOCKTON13,025$1.08M0.35%-1,00013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…12,906$1.07M0.02%-41113F-HRTimelineGroup
VICUS CAPITAL12,087$1.01M0.09%-4,54613F-HRTimeline
SCS Capital Management LLC11,980$998K0.01%new13F-HR/ATimeline
Summit Financial, LLC11,923$993K0.03%+56013F-HRTimeline
COUNTRY CLUB BANK11,922$992K0.07%-15013F-HRTimeline
Moors & Cabot, Inc.11,874$989K0.05%-17613F-HRTimeline
Bragg Financial Advisors, Inc11,786$982K0.04%-7813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,714$976K<0.01%-4313F-HRTimelineGroup
Aprio Wealth Management, LLC11,707$975K0.12%+16013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,615$967K<0.01%+6713F-HRTimelineGroup
PRIVATE TRUST CO NA11,604$966K0.1%-2,70713F-HRTimeline
Fiduciary Alliance LLC11,578$964K0.09%+613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,435$952K0.08%-1,11613F-HRTimeline
Laurel Wealth Advisors LLC11,372$947K0.15%-3713F-HRTimeline
Sather Financial Group Inc11,360$946K0.06%013F-HRTimeline
FLOW TRADERS U.S. LLC11,343$945K0.04%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd11,301$941K0.06%+5,91813F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC11,266$938K<0.01%-10013F-HRTimelineGroup
Marietta Wealth Management, LLC11,220$934K0.14%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,164$930K0.07%-15113F-HRTimeline
MainStreet Investment Advisors LLC11,098$924K0.13%-23313F-HRTimeline
Front Row Advisors LLC11,086$923K0.35%-25013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,075$922K<0.01%+7,84513F-HRTimelineGroup
Pinnacle Financial Partners Inc11,074$922K0.02%013F-HRTimeline
DEARBORN PARTNERS LLC10,971$914K0.04%013F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …10,861$911K0.85%new13F-HRTimelineGroup
Merit Financial Group, LLC10,895$907K0.01%+9813F-HRTimeline
Perigon Wealth Management, LLC10,837$902K0.02%-23813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,812$900K0.01%+7,96613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,735$894K0.03%013F-HRTimelineGroup
PKS Advisory Services, LLC10,673$889K0.24%+2,02613F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.10,644$886K0.26%013F-HRTimeline
ACAS, LLC10,590$885K0.67%-51313F-HRTimeline
OneDigital Investment Advisors LLC10,536$877K0.01%-18613F-HRTimeline
Merkkuri Wealth Advisors LLC10,532$877K0.75%-5,21613F-HRTimeline
Breakwater Capital Group10,521$876K0.16%+1,44713F-HRTimeline
MARQUETTE ASSOCIATES, INC.10,502$875K0.88%013F-HRTimeline
AdvisorNet Financial, Inc10,415$867K0.06%+6813F-HRTimeline
Ballentine Partners, LLC10,290$857K0.01%013F-HRTimeline
Global Financial Private Client, LLC10,193$849K0.32%-67313F-HRTimeline
Venture Visionary Partners LLC10,185$848K0.04%+113F-HRTimeline
Modera Wealth Management, LLC10,179$848K0.01%+60513F-HRTimeline
Crewe Advisors LLC10,059$838K0.12%+11413F-HRTimeline
Heartwood Wealth Advisors LLC10,059$838K0.1%-1013F-HRTimeline
Cadence Bank10,021$835K0.06%-77513F-HRTimeline
Bangor Savings Bank9,985$832K0.08%013F-HRTimeline
Western Wealth Management, LLC9,857$821K0.05%+6,30913F-HRTimeline
Texas Capital Bank Wealth Management Se…9,780$814K0.08%013F-HRTimeline
SOL Capital Management CO9,710$809K0.09%013F-HRTimeline
Beacon Pointe Advisors, LLC9,711$809K0.01%+5313F-HRTimeline
Chicago Partners Investment Group LLC9,437$805K0.03%+113F-HRTimeline
Harbour Capital Advisors, LLC10,055$803K0.2%013F-HRTimeline
Atlas Brown,Inc.9,599$799K0.28%-2913F-HRTimeline
Axis Wealth Partners, LLC9,576$798K0.59%+1,64613F-HRTimeline
Avior Wealth Management, LLC9,497$791K0.03%-12413F-HRTimeline
Ruggaard & Associates LLC9,415$784K0.34%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.9,373$781K0.1%-1513F-HRTimeline
SageView Advisory Group, LLC9,335$777K0.03%-14613F-HRTimeline
NTV Asset Management LLC9,320$776K0.1%-1,60013F-HRTimeline
SYNOVUS FINANCIAL CORP9,251$770K0.01%-20113F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co9,249$770K<0.01%-70013F-HRTimelineGroup
Truepoint, Inc.9,105$758K0.02%+8413F-HRTimeline
Financial Alternatives, Inc9,084$757K0.54%013F-HRTimeline
OAKWORTH CAPITAL, INC.9,040$753K0.05%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC8,928$744K0.07%013F-HRTimeline
Outlook Wealth Advisors, LLC8,888$740K0.21%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,855$737K0.06%+6613F-HRTimeline
TCV Trust & Wealth Management, Inc.8,824$735K0.07%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC8,075$734K0.06%013F-HRTimeline
Topsail Wealth Management, LLC8,703$725K0.15%+1,12013F-HRTimeline
Amplius Wealth Advisors, LLC8,675$722K0.08%+1,33613F-HRTimeline
Hubbell Strickland Wealth Management, L…8,587$715K0.34%+613F-HRTimeline
Atlantic Edge Private Wealth Management…8,583$715K0.22%-4013F-HRTimeline
Graypoint LLC8,560$713K0.04%-7813F-HRTimeline
Tudor Financial Inc.8,472$706K0.42%013F-HRTimeline
First Heartland Consultants, Inc.8,451$704K0.07%-6,57813F-HRTimeline
Welch & Forbes LLC8,423$701K0.01%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC8,370$697K0.01%-26013F-HRTimeline
Compton Wealth Advisory Group, LLC8,339$694K0.19%+4513F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC8,275$689K0.15%-1,57913F-HRTimeline
Crescent Grove Advisors, LLC8,254$687K0.07%-5513F-HRTimeline
Quantinno Capital Management LP8,248$687K<0.01%-3613F-HRTimeline
Texas Bank & Trust Co8,224$685K0.29%-6113F-HRTimeline
Montecito Bank & Trust8,137$678K0.12%013F-HRTimeline
Fairscale Capital, LLC8,067$672K0.61%+63513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC8,056$671K0.02%+13213F-HRTimelineGroup
Octavia Wealth Advisors, LLC8,031$669K0.08%+813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.8,016$668K0.33%013F-HRTimeline
HANCOCK WHITNEY CORP8,008$667K0.02%-1,34613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,917$659K0.02%-12,02513F-HRTimeline
Coppell Advisory Solutions LLC3,616$658K0.09%+3,53213F-HRTimeline
DSG Capital Advisors, LLC7,852$654K0.13%013F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.7,833$652K0.17%013F-HR/ATimeline
CHOREO, LLC7,730$644K0.01%+47513F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC7,556$629K0.01%013F-HRTimelineGroup
Peterson Wealth Advisors, LLC8,273$622K0.12%+50213F-HRTimeline
ProVise Management Group, LLC7,385$615K0.05%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,378$614K<0.01%+3,73513F-HRTimelineGroup
BRIGHTON JONES LLC7,350$612K0.02%+8113F-HRTimeline
Key Financial Inc7,315$609K0.13%+913F-HRTimeline
HMS Capital Management, LLC8,085$608K0.34%-52913F-HRTimeline
Parallel Advisors, LLC7,251$604K0.01%-65913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,247$603K0.01%+85013F-HRTimelineGroup
AWM CAPITAL, LLC7,224$602K0.07%013F-HRTimeline
CW Advisors, LLC7,202$601K0.01%+90413F-HRTimeline
Hickory Point Bank & Trust7,181$598K0.53%013F-HRTimeline
Arkadios Wealth Advisors7,177$598K0.02%+7313F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,165$597K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,164$597K0.02%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,033$586K0.06%+1113F-HRTimeline
Geneos Wealth Management Inc.7,008$584K0.01%+3,97713F-HRTimeline
Corundum Group, Inc.7,000$583K0.28%013F-HRTimeline
Prosperity Planning, Inc.6,995$583K0.18%-3413F-HRTimeline
Glenview Trust Co6,980$581K0.01%+2,46013F-HR/ATimeline
Busey Bank6,969$580K0.02%013F-HRTimeline
GREAT LAKES ADVISORS, LLC6,963$580K0.01%-81,18213F-HRTimeline
FineMark National Bank & Trust6,925$577K0.02%+80013F-HRTimeline
Dale Q Rice Investment Management Ltd6,890$574K0.3%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,878$573K<0.01%+2,02613F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.6,870$572K0.05%013F-HRTimeline
United Community Bankin group United Community Bank6,851$571K0.21%-1013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…6,845$570K<0.01%-3,25213F-HRTimeline
Parcion Private Wealth LLC6,804$567K0.05%-87213F-HRTimeline
ALERUS FINANCIAL NA6,790$565K0.05%013F-HRTimeline
Focus Financial Network, Inc.6,680$556K0.02%+18913F-HRTimeline
Glen Eagle Advisors, LLC6,670$555K0.09%+113F-HRTimeline
Veracity Capital LLC6,623$552K0.22%013F-HRTimeline
Bonfire Financial6,615$551K0.51%+113F-HRTimeline
GUERRA PAN ADVISORS, LLC6,613$551K0.43%-46313F-HRTimeline