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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

861 managers (870 13F filers) reported a position in IJK shares at 2025-06-30, 67,232,247 shares in all. 67 filers opened a position and 55 filers sold out during the quarter.

Managers
861
13F filers
870
New
67
Added
206
Reduced
311
Sold out
55
Shares held by filers
67,232,247

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Avantax Planning Partners, Inc.21,457$1.95M0.06%-72613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.21,165$1.93M0.99%+513F-HRTimeline
Davis Investment Partners, LLC20,650$1.89M0.68%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,671$1.88M0.05%+3,29713F-HRTimelineGroup
Darrow Company, Inc.20,252$1.84M0.93%+313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources20,237$1.84M<0.01%-2,11913F-HRTimelineGroup
TIEMANN INVESTMENT ADVISORS, LLC19,908$1.81M0.74%+53513F-HRTimeline
C2C Wealth Management, LLC19,475$1.77M1.6%-11213F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…19,479$1.77M<0.01%-36913F-HRTimeline
Rehmann Capital Advisory Group19,139$1.74M0.11%-14413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC18,878$1.72M0.03%-2,60913F-HRTimelineGroup
Wellspring Financial Advisors, LLC18,853$1.72M0.17%-97713F-HRTimeline
WHITTIER TRUST CO18,700$1.7M0.02%+2,79213F-HRTimeline
Ritter Daniher Financial Advisory LLC /…18,614$1.69M0.42%-65113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.17,956$1.63M<0.01%-6513F-HRTimelineGroup
Financial Advocates Investment Manageme…17,832$1.62M0.13%-7,70613F-HRTimeline
Crestwood Advisors Group, LLC17,806$1.62M0.03%+18413F-HRTimeline
Columbia Bank17,489$1.62M0.49%-3,36613F-HRTimeline
MONECO ADVISORS, LLC17,743$1.61M0.15%-1,70013F-HRTimeline
Dana Investment Advisors, Inc.17,619$1.6M0.05%-1,81113F-HRTimeline
Peregrine Asset Advisers, Inc.17,374$1.58M0.49%-17913F-HRTimeline
Slow Capital, Inc.17,364$1.58M0.19%-1,40213F-HRTimeline
TRUST CO OF VERMONT17,184$1.56M0.07%013F-HRTimeline
Allegheny Financial Group16,883$1.54M0.34%-2,40513F-HRTimeline
NewEdge Advisors, LLC16,837$1.53M0.01%-12113F-HRTimeline
J.W. COLE ADVISORS, INC.16,666$1.52M0.03%+11,73913F-HRTimeline
Family Firm, Inc.16,624$1.51M0.36%+10413F-HRTimeline
Heck Capital Advisors, LLC16,590$1.51M0.13%+38313F-HRTimeline
ANDERSON HOAGLAND & CO16,582$1.51M0.14%013F-HRTimeline
TAGStone Capital, Inc.16,323$1.51M0.62%+613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16,520$1.5M0.04%new13F-HRTimelineGroup
First Horizon Advisors, Inc.16,338$1.49M0.04%-43913F-HRTimeline
Glenmede Investment Management, LP16,175$1.47M0.01%13F-HRTimeline
Future Fund LLC15,914$1.45M0.65%new13F-HRTimeline
River Wealth Advisors LLC15,714$1.43M0.18%-9113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.15,682$1.43M0.36%+2,07013F-HRTimeline
Watchman Group, Inc.15,411$1.4M0.37%-1,14113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,358$1.4M0.03%+3513F-HRTimelineGroup
Kozak & Associates, Inc.14,923$1.39M0.28%-31013F-HRTimeline
Verdence Capital Advisors LLC15,225$1.39M0.09%013F-HRTimeline
Grey Ledge Advisors, LLC15,173$1.38M0.34%-90513F-HRTimeline
Finley Financial, LLC15,037$1.37M0.69%013F-HRTimeline
Fulton Bank, N.A.14,774$1.34M0.05%-99013F-HRTimeline
AMG National Trust Bank14,622$1.33M0.03%-53513F-HRTimeline
Ellis Investment Partners, LLC14,592$1.33M0.26%+813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,495$1.32M0.09%+613F-HRTimeline
Patten Group, Inc.14,495$1.32M0.28%-2,91713F-HRTimeline
Park Place Capital Corp14,347$1.31M0.3%-5,39713F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,348$1.31M0.04%+9413F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC14,149$1.29M0.05%+2113F-HRTimeline
Kingsview Wealth Management, LLC13,967$1.27M0.02%-1,49913F-HRTimeline
MassMutual Private Wealth & Trust, FSB13,952$1.27M0.03%013F-HRTimeline
VICUS CAPITAL13,914$1.27M0.11%+1,82713F-HRTimeline
Argent Advisors, Inc.13,873$1.26M0.39%-16113F-HRTimeline
PITTENGER & ANDERSON INC13,800$1.26M0.05%013F-HRTimeline
Axis Wealth Partners, LLC13,778$1.25M0.82%+4,20213F-HRTimeline
Meridian Wealth Management, LLC13,773$1.25M0.05%-31113F-HRTimeline
Private Wealth Asset Management, LLC13,760$1.25M0.17%013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.14,976$1.25M0.7%013F-HRTimeline
IHT Wealth Management, LLC13,545$1.23M0.03%-93913F-HRTimeline
YHB Investment Advisors, Inc.13,412$1.22M0.09%-2513F-HRTimeline
CITY HOLDING CO13,386$1.22M0.16%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …13,200$1.2M1.94%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,126$1.19M0.02%-25713F-HRTimelineGroup
Pallas Capital Advisors LLC13,074$1.19M0.05%-19413F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp12,709$1.16M0.05%-1,91313F-HRTimelineGroup
SYNOVUS FINANCIAL CORP12,652$1.15M0.01%+3,40113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO12,490$1.14M0.02%-5,06513F-HRTimeline
BANK OF STOCKTON12,490$1.14M0.34%-53513F-HRTimeline
Ruggaard & Associates LLC12,395$1.13M0.45%+2,98013F-HRTimeline
Moors & Cabot, Inc.12,314$1.12M0.05%+44013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,246$1.11M<0.01%+53213F-HRTimelineGroup
Embree Financial Group12,072$1.1M0.17%-18,88413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,067$1.1M0.09%+63213F-HRTimeline
SCS Capital Management LLC11,994$1.09M0.01%+1413F-HRTimeline
EVOKE WEALTH, LLC11,946$1.09M0.03%new13F-HRTimeline
COUNTRY CLUB BANK11,922$1.08M0.07%013F-HRTimeline
Bragg Financial Advisors, Inc11,891$1.08M0.04%+10513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11,873$1.08M0.03%-6,87613F-HRTimeline
Allworth Financial LP11,746$1.07M0.01%+5,13113F-HRTimeline
Summit Financial, LLC11,722$1.07M0.02%-20113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,706$1.07M0.01%-1,20013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC11,696$1.06M0.01%+4,81813F-HRTimeline
Fiduciary Alliance LLC11,688$1.06M0.08%+11013F-HRTimeline
Aprio Wealth Management, LLC11,637$1.06M0.12%-7013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.11,505$1.05M<0.01%-11013F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding11,425$1.04M-8,891Timeline
Merit Financial Group, LLC11,402$1.04M0.01%+50713F-HRTimeline
Sather Financial Group Inc11,360$1.03M0.06%013F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC11,335$1.03M<0.01%+6913F-HRTimelineGroup
Breakwater Capital Group11,237$1.02M0.17%+71613F-HRTimeline
Marietta Wealth Management, LLC11,220$1.02M0.13%013F-HRTimeline
RENASANT BANK11,189$1.02M0.68%-4,81513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,154$1.01M0.07%-1013F-HRTimeline
MainStreet Investment Advisors LLC11,098$1.01M0.14%013F-HRTimeline
Front Row Advisors LLC11,086$1.01M0.35%013F-HRTimeline
Laurel Wealth Advisors LLC11,073$1.01M0.15%-29913F-HR/ATimeline
Prime Capital Investment Advisors, LLC10,888$991K0.01%-14,47313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,862$988K0.03%+12713F-HRTimelineGroup
OneAscent Family Office, LLCin group OneAscent Financial Services …10,861$988K0.93%013F-HRTimelineGroup
PKS Advisory Services, LLC10,849$987K0.25%+17613F-HRTimeline
ACAS, LLC10,386$987K0.66%-20413F-HRTimeline
DEARBORN PARTNERS LLC10,820$984K0.05%-15113F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,812$984K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,648$969K<0.01%-42713F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.10,644$968K0.26%013F-HRTimeline
OLD NATIONAL BANCORP /IN/10,548$960K0.02%new13F-HRTimeline
RKL Wealth Management LLC10,470$953K0.08%-4,75413F-HRTimeline
Schneider Downs Wealth Management Advis…10,450$951K0.14%+5,01813F-HRTimeline
Western Wealth Management, LLC10,437$950K0.06%+58013F-HRTimeline
OneDigital Investment Advisors LLC10,312$938K0.01%-22413F-HRTimeline
Ballentine Partners, LLC10,260$933K0.01%-3013F-HRTimeline
Perigon Wealth Management, LLC10,208$929K0.02%-62913F-HRTimeline
Harbour Capital Advisors, LLC10,055$928K0.2%013F-HRTimeline
AdvisorNet Financial, Inc10,160$924K0.06%-25513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,086$918K<0.01%new13F-HRTimelineGroup
Heartwood Wealth Advisors LLC10,059$915K0.1%013F-HRTimeline
Modera Wealth Management, LLC10,010$911K0.01%-16913F-HRTimeline
Bangor Savings Bank9,985$908K0.08%013F-HRTimeline
Atlas Brown,Inc.9,960$906K0.29%+36113F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.9,929$903K0.11%+55613F-HRTimeline
Crewe Advisors LLC9,908$901K0.13%-15113F-HRTimeline
Cadence Bank9,858$897K0.06%-16313F-HRTimeline
WealthShield Partners, LLC9,833$895K0.11%-3,42513F-HRTimeline
PRIVATE TRUST CO NA9,809$892K0.08%-1,79513F-HRTimeline
Chicago Partners Investment Group LLC9,442$887K0.03%+513F-HRTimeline
Beacon Pointe Advisors, LLC9,668$880K0.01%-4313F-HRTimeline
SageView Advisory Group, LLC9,107$860K0.03%-22813F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/9,435$859K<0.01%+4,86013F-HRTimeline
Pinnacle Financial Partners Inc9,360$852K0.02%-1,71413F-HRTimeline
NTV Asset Management LLC9,320$848K0.1%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co9,249$841K<0.01%013F-HRTimelineGroup
Financial Alternatives, Inc9,084$826K0.54%013F-HRTimeline
Venture Visionary Partners LLC9,081$826K0.03%-1,10413F-HRTimeline
OAKWORTH CAPITAL, INC.9,040$822K0.05%013F-HRTimeline
Avior Wealth Management, LLC8,954$815K0.03%-54313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC8,928$812K0.08%013F-HRTimeline
Fairscale Capital, LLC8,725$812K0.59%+65813F-HRTimeline
Truepoint, Inc.8,919$811K0.02%-18613F-HRTimeline
EHRLICH FINANCIAL GROUP8,916$811K0.53%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC8,855$806K0.06%013F-HRTimeline
Topsail Wealth Management, LLC8,703$792K0.14%013F-HRTimeline
Parallel Advisors, LLC8,611$783K0.02%+1,36013F-HRTimeline
Atlantic Edge Private Wealth Management…8,583$781K0.21%013F-HRTimeline
TCV Trust & Wealth Management, Inc.8,549$778K0.07%-27513F-HRTimeline
Graypoint LLC8,475$771K0.04%-8513F-HRTimeline
Tudor Financial Inc.8,472$771K0.44%013F-HRTimeline
Welch & Forbes LLC8,423$766K0.01%013F-HRTimeline
Hubbell Strickland Wealth Management, L…8,340$759K0.33%-24713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC8,215$747K0.01%-15513F-HRTimeline
First Heartland Consultants, Inc.8,193$745K0.07%-25813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,087$736K0.01%+1,85113F-HRTimelineGroup
Outlook Wealth Advisors, LLC8,064$734K0.19%-82413F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.8,016$729K0.34%013F-HRTimeline
Compton Wealth Advisory Group, LLC8,004$728K0.18%-33513F-HRTimeline
HANCOCK WHITNEY CORP7,918$720K0.01%-9013F-HRTimeline
Crescent Grove Advisors, LLC7,916$720K0.07%-33813F-HRTimeline
DSG Capital Advisors, LLC7,852$714K0.13%013F-HRTimeline
CHOREO, LLC7,839$713K0.01%+10913F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.7,833$713K0.14%013F-HR/ATimeline
Milestones Private Investment Advisors …7,811$711K0.53%13F-HRTimeline
MARQUETTE ASSOCIATES, INC.7,709$701K0.69%-2,79313F-HRTimeline
Texas Bank & Trust Co7,707$701K0.28%-51713F-HRTimeline
CHILTON INVESTMENT CO INC.7,700$701K0.02%new13F-HRTimeline
Peterson Wealth Advisors, LLC7,563$688K0.11%-71013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC7,556$687K0.01%013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC7,552$687K0.01%-50413F-HRTimelineGroup
Glenview Trust Co7,537$686K0.01%+55713F-HRTimeline
BRIGHTON JONES LLC7,469$680K0.02%+11913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,442$677K0.02%+19513F-HRTimelineGroup
Arkadios Wealth Advisors7,442$677K0.02%+26513F-HRTimeline
United Community Bankin group United Community Bank7,402$673K0.23%+55113F-HRTimelineGroup
ProVise Management Group, LLC7,385$672K0.05%013F-HRTimeline
CW Advisors, LLC7,303$665K0.01%+10113F-HRTimeline
Busey Bank7,265$661K0.02%+29613F-HRTimeline
Octavia Wealth Advisors, LLC7,240$659K0.07%-79113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,226$658K<0.01%+38113F-HRTimeline
AWM CAPITAL, LLC7,224$657K0.07%013F-HRTimeline
Hickory Point Bank & Trust7,181$653K0.53%013F-HRTimeline
Royal Fund Management, LLC7,157$653K0.07%+3,09013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,165$652K0.02%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,164$652K0.01%013F-HRTimeline
Summit Trail Advisors, LLC7,084$644K0.01%new13F-HRTimeline
Nicholas Hoffman & Company, LLC.7,056$642K0.02%new13F-HRTimeline
River Street Advisors LLC7,053$642K0.28%+2,64813F-HRTimeline
Vestmark Advisory Solutions, Inc.7,043$641K0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC7,033$640K0.06%013F-HRTimeline
Prosperity Planning, Inc.7,019$639K0.18%+2413F-HRTimeline
Corundum Group, Inc.7,000$637K0.28%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,963$633K0.03%+39513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,921$630K0.05%-1,15413F-HRTimeline
Focus Financial Network, Inc.6,917$629K0.02%+23713F-HRTimeline
GREAT LAKES ADVISORS, LLC6,907$628K0.01%-5613F-HRTimeline
Parcion Private Wealth LLC6,804$619K0.04%013F-HRTimeline
FineMark National Bank & Trust6,797$618K0.02%-12813F-HRTimeline
ALERUS FINANCIAL NA6,790$618K0.04%013F-HRTimeline
Key Financial Inc6,777$617K0.12%-53813F-HRTimeline
DAVIDSON TRUST CO6,700$609K0.28%+1,00113F-HRTimeline
Daner Wealth Management, LLC6,461$607K0.42%13F-HRTimeline
Pacific Sun Financial Corp6,662$606K0.32%+13013F-HRTimeline