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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

914 managers (922 13F filers) reported a position in IJK shares at 2025-12-31, 65,909,166 shares in all. 53 filers opened a position and 48 filers sold out during the quarter.

Managers
914
13F filers
922
New
53
Added
247
Reduced
266
Sold out
48
Shares held by filers
65,909,166

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RWA WEALTH PARTNERS, LLC22,586$2.19M0.02%013F-HRTimeline
Codex Capital Asset Management L.L.C.22,500$2.18M0.79%013F-HRTimeline
Glass Jacobson Investment Advisors llc22,125$2.14M0.77%013F-HRTimeline
Operose Advisors LLC21,989$2.13M0.5%013F-HRTimeline
Stenger Family Office, LLC21,981$2.13M0.44%-2913F-HRTimeline
Corundum Trust Company, INC21,744$2.11M4.8%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co21,652$2.1M0.05%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.21,177$2.05M0.89%+713F-HRTimeline
Cresset Asset Management, LLC21,040$2.04M0.01%-1,38613F-HRTimeline
Davis Investment Partners, LLC20,650$2.03M0.71%013F-HRTimeline
Axis Wealth Partners, LLC20,926$2.03M1.12%+3,48913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,489$1.99M0.05%+1,16713F-HRTimelineGroup
Quantinno Capital Management LP20,161$1.95M<0.01%+11,62413F-HRTimeline
Advisory Services Network, LLC20,162$1.95M0.03%+34813F-HRTimeline
Darrow Company, Inc.20,080$1.95M0.87%+113F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC19,960$1.93M0.75%-3513F-HRTimeline
HANCOCK WHITNEY CORP19,897$1.93M0.03%+12,05413F-HRTimeline
Vestmark Advisory Solutions, Inc.19,748$1.91M0.03%+213F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/19,700$1.91M<0.01%+7,22513F-HRTimeline
Avantax Planning Partners, Inc.19,617$1.9M0.05%-1,66013F-HRTimeline
WHITTIER TRUST CO18,700$1.9M0.02%013F-HRTimeline
NewEdge Advisors, LLC19,555$1.89M0.01%+39313F-HRTimeline
C2C Wealth Management, LLC19,435$1.88M1.59%-4013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.19,341$1.87M<0.01%-2,18213F-HRTimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…19,026$1.86M<0.01%-51013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources18,917$1.83M<0.01%013F-HRTimelineGroup
Wellspring Financial Advisors, LLC18,870$1.83M0.15%+1013F-HRTimeline
Crestwood Advisors Group, LLC18,625$1.8M0.03%+81913F-HRTimeline
Grey Ledge Advisors, LLC18,421$1.78M0.4%+59413F-HRTimeline
Meridian Wealth Management, LLC18,398$1.78M0.06%+4813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…17,901$1.73M0.29%+8713F-HRTimeline
Columbia Bank17,870$1.73M0.48%-8413F-HRTimeline
OLD NATIONAL BANCORP /IN/17,595$1.7M0.03%-23513F-HRTimeline
Rehmann Capital Advisory Group17,587$1.7M0.09%-1,51813F-HRTimeline
Peregrine Asset Advisers, Inc.17,053$1.65M0.47%-20613F-HRTimeline
Allegheny Financial Group17,051$1.65M0.24%+613F-HRTimeline
Heck Capital Advisors, LLC16,933$1.64M0.12%+1,24813F-HRTimeline
TRUST CO OF VERMONT16,864$1.63M0.07%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC16,802$1.63M0.12%+9,49913F-HRTimeline
ANDERSON HOAGLAND & CO16,582$1.61M0.14%013F-HRTimeline
Godfrey Financial Associates, Inc.16,511$1.6M1.39%13F-HRTimeline
Novak & Powell Financial Services, Inc.16,242$1.57M0.82%-26413F-HRTimeline
Atria Investments, Inc16,189$1.57M0.02%+32013F-HRTimeline
Dana Investment Advisors, Inc.15,733$1.52M0.04%-2,89913F-HRTimeline
MONECO ADVISORS, LLC15,719$1.52M0.12%-30313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.15,655$1.52M<0.01%+6,66513F-HRTimelineGroup
GENESIS PRIVATE WEALTH, LLC15,632$1.51M0.47%new13F-HRTimeline
Verdence Capital Advisors LLC15,540$1.51M0.09%-36913F-HRTimeline
River Wealth Advisors LLC15,452$1.5M0.17%-2,13713F-HRTimeline
Slow Capital, Inc.15,320$1.48M0.18%-63813F-HRTimeline
TAGStone Capital, Inc.15,121$1.46M0.55%+3213F-HRTimeline
Finley Financial, LLC15,037$1.46M0.67%013F-HRTimeline
Fulton Bank, N.A.15,013$1.45M0.05%+15013F-HRTimeline
Kozak & Associates, Inc.14,290$1.45M0.28%+3013F-HRTimeline
Kingsview Wealth Management, LLC14,857$1.44M0.02%+26913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,511$1.41M0.09%+913F-HRTimeline
VICUS CAPITAL14,424$1.4M0.1%+17513F-HRTimeline
Ellis Investment Partners, LLC14,031$1.36M0.24%-46913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC13,985$1.35M0.03%-3,93413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA13,825$1.34M0.01%13F-HRTimelineGroup
PITTENGER & ANDERSON INC13,800$1.34M0.05%013F-HRTimeline
CITY HOLDING CO13,646$1.32M0.16%+30013F-HRTimeline
YHB Investment Advisors, Inc.13,617$1.32M0.09%+23013F-HRTimeline
Pallas Capital Advisors LLC13,609$1.32M0.04%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,553$1.31M<0.01%-2,44413F-HRTimelineGroup
Private Wealth Asset Management, LLC13,553$1.31M0.14%-4713F-HRTimeline
Watchman Group, Inc.13,552$1.31M0.31%-54513F-HRTimeline
Argent Advisors, Inc.13,484$1.31M0.36%-913F-HRTimeline
IHT Wealth Management, LLC13,369$1.3M0.03%-15013F-HRTimeline
Allworth Financial LP13,312$1.29M0.01%+1,17313F-HRTimeline
Mowery & Schoenfeld Wealth Management, …13,200$1.28M1.85%013F-HRTimeline
Royal Fund Management, LLC13,134$1.27M0.12%+7,12713F-HRTimeline
FIRST HORIZON CORP12,821$1.24M0.06%-22713F-HRTimeline
FIRST CITIZENS BANK & TRUST CO12,749$1.24M0.03%+53613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,738$1.23M0.02%+5313F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB12,682$1.23M0.03%-1,22013F-HRTimeline
Moors & Cabot, Inc.12,652$1.23M0.05%+37213F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA11,997$1.18M0.03%new13F-HRTimelineGroup
Embree Financial Group12,090$1.17M0.14%+1013F-HRTimeline
Thayer Partners, LLC / MA12,016$1.16M0.57%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,879$1.15M<0.01%+19913F-HRTimelineGroup
Ruggaard & Associates LLC11,839$1.15M0.45%-54313F-HRTimeline
Bragg Financial Advisors, Inc11,821$1.15M0.04%-2213F-HRTimeline
AMG National Trust Bank11,792$1.14M0.03%-57913F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,778$1.14M0.04%-2,14213F-HRTimeline
Summit Financial, LLC11,732$1.14M0.02%+913F-HRTimeline
Fiduciary Alliance LLC11,703$1.13M0.07%+813F-HRTimeline
Aprio Wealth Management, LLC11,644$1.13M0.06%+413F-HRTimeline
Fortitude Family Office, LLC11,615$1.13M0.26%+17513F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,255$1.09M0.03%-44113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…11,223$1.09M0.01%-24713F-HRTimelineGroup
Marietta Wealth Management, LLC11,220$1.09M0.13%-3213F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC11,209$1.09M<0.01%+6313F-HRTimelineGroup
Bangor Savings Bank11,168$1.08M0.09%013F-HRTimeline
Western Wealth Management, LLC11,097$1.08M0.05%+39413F-HRTimeline
Laurel Wealth Advisors LLC11,074$1.07M0.14%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,044$1.07M0.07%-1,02313F-HRTimeline
ORLEANS CAPITAL MANAGEMENT CORP/LA11,001$1.07M0.66%new13F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…10,941$1.06M0.02%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC10,862$1.05M0.03%013F-HR/ATimelineGroup
MainStreet Investment Advisors LLC10,848$1.05M0.15%-24513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,812$1.05M0.01%013F-HRTimeline
PKS Advisory Services, LLC10,753$1.04M0.24%+30813F-HRTimeline
Front Row Advisors LLC10,686$1.04M0.35%-40013F-HRTimeline
BANK OF STOCKTON10,655$1.03M0.3%-1,31013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.10,644$1.03M0.25%013F-HRTimeline
Merit Financial Group, LLC10,639$1.03M0.01%-11113F-HRTimeline
Schneider Downs Wealth Management Advis…10,589$1.03M0.12%+12513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,585$1.03M0.02%-1,01813F-HRTimeline
DEARBORN PARTNERS LLC10,505$1.02M0.05%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,449$1.01M0.05%-20813F-HRTimeline
Patten Group, Inc.10,343$1M0.19%-3,37413F-HRTimeline
HAZLETT, BURT & WATSON, INC.10,275$995K0.32%+4,44313F-HRTimeline
OneDigital Investment Advisors LLC10,233$991K0.01%-1613F-HRTimeline
Harbour Capital Advisors, LLC10,055$989K0.2%013F-HRTimeline
Park Place Capital Corp10,187$987K0.21%-2,63213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,161$984K<0.01%+2813F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding10,158$984K-953Timeline
Chicago Partners Investment Group LLC9,495$975K0.02%+4813F-HRTimeline
Heartwood Wealth Advisors LLC10,059$975K0.09%013F-HRTimeline
Prime Capital Investment Advisors, LLC10,015$970K0.01%-91913F-HRTimeline
Fairscale Capital, LLC9,981$967K0.64%+1,25613F-HRTimeline
Ballentine Partners, LLC9,976$966K0.01%-28413F-HRTimeline
Mutual Advisors, LLC9,952$964K0.02%+5,58513F-HRTimeline
Breakwater Capital Group9,879$957K0.13%-1,60613F-HRTimeline
Plante Moran Financial Advisors, LLC9,837$953K0.06%+4,20813F-HRTimeline
WealthShield Partners, LLC9,762$946K0.1%+213F-HRTimeline
Atlas Brown,Inc.9,697$939K0.28%-613F-HRTimeline
Tannin Capital LLC9,689$939K0.84%13F-HRTimeline
Cadence Bank9,586$929K0.05%-24413F-HRTimeline
Cordoba Advisory Partners LLC9,559$927K0.23%13F-HRTimeline
RKL Wealth Management LLC9,486$919K0.08%-99513F-HRTimeline
Parallel Advisors, LLC9,456$916K0.02%+2,09013F-HRTimeline
PRIVATE TRUST CO NA9,450$916K0.08%-38013F-HRTimeline
Modera Wealth Management, LLC9,311$902K0.01%-25513F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.9,276$899K0.1%-38913F-HRTimeline
Venture Visionary Partners LLC9,252$896K0.03%013F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co9,249$896K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc9,175$889K0.05%+20313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,137$885K0.01%+23813F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL9,104$882K<0.01%new13F-HRTimeline
Financial Alternatives, Inc9,084$880K0.51%013F-HRTimeline
OAKWORTH CAPITAL, INC.9,040$876K0.05%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …8,890$875K<0.01%+4,53313F-HRTimelineGroup
CHILTON INVESTMENT CO INC.9,020$874K0.02%013F-HRTimeline
Avior Wealth Management, LLC8,972$869K0.03%-713F-HRTimeline
Truepoint, Inc.8,927$865K0.02%+413F-HRTimeline
NTV Asset Management LLC8,870$859K0.09%-5013F-HRTimeline
Veratis Advisors, Inc.8,190$856K0.68%13F-HRTimeline
Topsail Wealth Management, LLC8,691$842K0.12%013F-HRTimeline
Atlantic Edge Private Wealth Management…8,583$832K0.21%013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,560$829K0.38%13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC8,414$815K0.07%013F-HRTimeline
DSG Capital Advisors, LLC7,852$814K0.12%new13F-HRTimeline
RENASANT BANK8,393$813K0.55%-2,18513F-HRTimeline
Welch & Forbes LLC8,373$811K0.01%-3013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…8,332$807K<0.01%+1,46813F-HRTimeline
SageView Advisory Group, LLC8,325$807K0.03%-75013F-HRTimeline
Tudor Financial Inc.8,302$804K0.41%-17013F-HRTimeline
Wagner Wealth Management, LLC8,264$801K0.17%new13F-HRTimeline
IFP Advisors, Inc8,101$785K0.02%+1,43513F-HRTimeline
Compton Wealth Advisory Group, LLC8,099$785K0.17%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.8,016$777K0.33%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC8,010$776K0.01%-20513F-HRTimeline
Montecito Bank & Trust7,962$771K0.12%013F-HRTimeline
CHOREO, LLC7,854$769K0.01%+813F-HRTimeline
Crescent Grove Advisors, LLC7,866$762K0.07%-5013F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.7,833$759K0.13%013F-HRTimeline
Milestones Private Investment Advisors …7,811$757K0.52%013F-HRTimeline
Glenview Trust Co7,780$754K0.01%+58613F-HRTimeline
TCV Trust & Wealth Management, Inc.7,689$745K0.06%013F-HRTimeline
Outlook Wealth Advisors, LLC7,660$742K0.17%013F-HRTimeline
RFG Advisory, LLC7,653$741K0.01%+5413F-HRTimeline
Peterson Wealth Advisors, LLC7,596$736K0.1%+1613F-HRTimeline
Perigon Wealth Management, LLC7,584$735K0.01%-50113F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC7,556$732K0.01%013F-HRTimelineGroup
DAVIDSON TRUST CO7,554$732K0.31%+43613F-HRTimeline
Hyundai Investments Co., Ltd.7,461$731K0.71%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,164$727K0.02%013F-HRTimeline
Focus Financial Network, Inc.7,499$726K0.03%+39713F-HRTimeline
EVOKE WEALTH, LLC7,462$723K0.01%+8213F-HRTimeline
United Community Bankin group United Community Bank7,402$717K0.27%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp7,388$716K0.03%-60513F-HRTimelineGroup
PFG Advisors7,331$710K0.03%-15,00013F-HRTimeline
ProVise Management Group, LLC7,321$709K0.05%013F-HRTimeline
First Heartland Consultants, Inc.7,290$706K0.05%-77813F-HRTimeline
Busey Bank7,265$704K0.02%-2113F-HRTimeline
Hubbell Strickland Wealth Management, L…7,225$700K0.28%+1013F-HRTimeline
AWM CAPITAL, LLC7,224$700K0.06%013F-HRTimeline
Compass Financial Group, Inc. (Ohio)7,208$698K0.51%13F-HRTimeline
Corundum Group, Inc.7,200$698K0.23%+20013F-HRTimeline
Hickory Point Bank & Trust7,181$696K0.5%013F-HRTimeline
Z3 Capital Partners, LLC7,177$695K0.17%13F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,165$694K0.02%013F-HRTimeline
River Street Advisors LLC7,090$687K0.26%013F-HRTimeline
Nicholas Hoffman & Company, LLC.7,056$684K0.02%013F-HRTimeline
Texas Bank & Trust Co6,969$675K0.25%-15013F-HRTimeline
Prosperity Planning, Inc.6,944$673K0.18%+2813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC6,917$670K0.05%-413F-HRTimeline
Daner Wealth Management, LLC6,372$670K0.41%-8913F-HRTimeline