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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

928 managers (939 13F filers) reported a position in IJK shares at 2026-03-31, 70,959,683 shares in all. 67 filers opened a position and 47 filers sold out during the quarter.

Managers
928
13F filers
939
New
67
Added
246
Reduced
286
Sold out
47
Shares held by filers
70,959,683

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Ullmann Wealth Partners Group, LLC24,592$2.47M0.26%-2,04613F-HRTimeline
Foundation Wealth Management, LLC24,515$2.47M1.67%+1,81613F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,280$2.44M0.04%+1,38113F-HRTimelineGroup
Transcendent Capital Group LLC23,695$2.38M1.09%-14,66813F-HRTimeline
Balboa Wealth Partners23,542$2.37M0.4%+19,96213F-HRTimeline
VANCE WEALTH, LLC23,347$2.35M0.68%-2,40113F-HRTimeline
Wealthspire Advisors, LLC23,105$2.32M0.02%-2613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22,759$2.29M0.06%013F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV22,744$2.29M1%-13313F-HRTimeline
Codex Capital Asset Management L.L.C.22,500$2.26M0.88%013F-HRTimeline
Quantinno Capital Management LP22,418$2.26M<0.01%+2,25713F-HRTimeline
Corundum Trust Company, INC22,354$2.25M5.14%+61013F-HRTimeline
ALLIANCEBERNSTEIN L.P.23,190$2.25M<0.01%-2,15113F-HRTimeline
Three Seasons Wealth, LLC22,216$2.24M0.85%new13F-HRTimeline
Operose Advisors LLC21,984$2.21M0.51%-513F-HRTimeline
Stenger Family Office, LLC21,981$2.21M0.39%013F-HRTimeline
RWA WEALTH PARTNERS, LLC21,980$2.21M0.02%-60613F-HRTimeline
Alesco Advisors, LLC, An ESL Co21,652$2.18M0.06%013F-HRTimeline
Glass Jacobson Investment Advisors llc21,581$2.17M0.75%-54413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC21,394$2.15M0.05%+90513F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.21,179$2.13M1%+213F-HRTimeline
Argent Advisors, Inc.21,116$2.12M0.58%+7,63213F-HRTimeline
Retirement Planning Group, LLC21,003$2.11M0.07%-2,28213F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC20,800$2.09M<0.01%new13F-HRTimeline
Davis Investment Partners, LLC20,650$2.08M0.73%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources20,482$2.06M<0.01%+1,56513F-HRTimelineGroup
Axis Wealth Partners, LLC20,157$2.03M1.08%-76913F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…20,816$2.02M<0.01%+1,79013F-HRTimeline
Darrow Company, Inc.20,082$2.02M0.91%+213F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC19,830$2M0.78%-13013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.19,792$1.99M0.92%new13F-HRTimeline
CONGRESS ASSET MANAGEMENT CO19,643$1.98M0.01%-45,33813F-HRTimeline
Avantax Planning Partners, Inc.19,606$1.97M0.05%-1113F-HRTimeline
C2C Wealth Management, LLC19,455$1.96M1.66%+2013F-HRTimeline
Royal Fund Management, LLC18,519$1.94M0.19%+5,38513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC19,290$1.94M<0.01%-3,95013F-HRTimelineGroup
Allegheny Financial Group19,169$1.93M0.26%+2,11813F-HRTimeline
WHITTIER TRUST CO18,642$1.9M0.02%-5813F-HRTimeline
Wellspring Financial Advisors, LLC18,876$1.9M0.14%+613F-HRTimeline
Crestwood Advisors Group, LLC18,625$1.87M0.03%013F-HRTimeline
Clear Creek Financial Management, LLC18,525$1.86M0.14%new13F-HRTimeline
Grey Ledge Advisors, LLC18,444$1.86M0.42%+2313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,392$1.85M0.15%+1,59013F-HRTimeline
Meridian Wealth Management, LLC18,039$1.82M0.06%-35913F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.17,842$1.8M<0.01%13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.17,619$1.77M0.02%-2,12913F-HRTimeline
Rehmann Capital Advisory Group17,577$1.77M0.09%-1013F-HRTimeline
OLD NATIONAL BANCORP /IN/17,559$1.77M0.03%-3613F-HRTimeline
NewEdge Advisors, LLC17,553$1.77M0.01%-2,00213F-HR/ATimeline
StoneX Group Inc.in group StoneX Group Inc.17,076$1.72M0.09%-48,77513F-HRTimelineGroup
Peregrine Asset Advisers, Inc.16,980$1.71M0.46%-7313F-HRTimeline
Fulton Bank, N.A.16,804$1.69M0.06%+1,79113F-HRTimeline
Columbia Bank16,796$1.69M0.48%-1,07413F-HRTimeline
ANDERSON HOAGLAND & CO16,582$1.67M0.14%013F-HRTimeline
Novak & Powell Financial Services, Inc.15,927$1.6M0.86%-31513F-HRTimeline
Dana Investment Advisors, Inc.15,827$1.59M0.05%+9413F-HRTimeline
TAGStone Capital, Inc.15,753$1.59M0.56%+63213F-HRTimeline
GENESIS PRIVATE WEALTH, LLC15,632$1.57M0.5%013F-HRTimeline
Godfrey Financial Associates, Inc.15,612$1.57M1.35%-89913F-HRTimeline
Ritter Daniher Financial Advisory LLC /…15,490$1.56M0.26%-2,41113F-HRTimeline
Verdence Capital Advisors LLC15,274$1.54M0.09%-26613F-HRTimeline
MONECO ADVISORS, LLC15,133$1.52M0.12%-58613F-HRTimeline
River Wealth Advisors LLC15,078$1.52M0.17%-37413F-HRTimeline
Kozak & Associates, Inc.14,179$1.51M0.3%-11113F-HRTimeline
Finley Financial, LLC15,037$1.51M0.71%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC14,515$1.46M0.09%+413F-HRTimeline
Keenan, LLC14,245$1.43M1.21%-10,77213F-HRTimeline
Ellis Investment Partners, LLC14,036$1.41M0.25%+513F-HRTimeline
Summit Financial, LLC13,935$1.4M0.02%+2,20313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA13,825$1.39M0.01%013F-HRTimelineGroup
PITTENGER & ANDERSON INC13,800$1.39M0.06%013F-HRTimeline
YHB Investment Advisors, Inc.13,742$1.38M0.1%+12513F-HRTimeline
Cresset Asset Management, LLC13,631$1.37M0.01%-7,40913F-HRTimeline
Pallas Capital Advisors LLC13,609$1.37M0.05%013F-HRTimeline
CITY HOLDING CO13,573$1.37M0.17%-7313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…13,498$1.36M0.04%+3,34013F-HRTimelineGroup
VICUS CAPITAL13,292$1.34M0.1%-1,13213F-HRTimeline
VestGen Advisors, LLC11,897$1.33M0.04%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …13,200$1.33M2.03%013F-HRTimeline
Slow Capital, Inc.13,196$1.33M0.17%-2,12413F-HRTimeline
Allworth Financial LP13,080$1.32M0.01%-23213F-HRTimeline
FIRST HORIZON CORP12,964$1.3M0.05%+14313F-HRTimeline
New Age Alpha Advisors, LLC12,961$1.3M0.06%-10,90413F-HRTimeline
IHT Wealth Management, LLC12,918$1.3M0.03%-45113F-HRTimeline
Heck Capital Advisors, LLC12,907$1.3M0.1%-4,02613F-HRTimeline
Fiduciary Alliance LLC11,911$1.28M0.08%+20813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,690$1.28M0.02%-4813F-HRTimelineGroup
Moors & Cabot, Inc.12,652$1.27M0.05%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.12,571$1.27M0.4%+2,29613F-HRTimeline
Kingsview Wealth Management, LLC12,567$1.26M0.02%-2,29013F-HRTimeline
Watchman Group, Inc.12,537$1.26M0.31%-1,01513F-HRTimeline
AMG National Trust Bank12,500$1.26M0.03%+70813F-HRTimeline
EHRLICH FINANCIAL GROUP12,339$1.24M0.71%new13F-HRTimeline
Laurel Wealth Advisors LLC10,949$1.23M0.12%-12513F-HRTimeline
MassMutual Private Wealth & Trust, FSB12,107$1.22M0.03%-57513F-HRTimeline
Embree Financial Group12,095$1.22M0.14%+513F-HRTimeline
Thayer Partners, LLC / MA12,019$1.21M0.58%+313F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding12,014$1.21MnewTimeline
Private Wealth Asset Management, LLC11,990$1.21M0.13%-1,56313F-HRTimeline
Bragg Financial Advisors, Inc11,854$1.19M0.04%+3313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC11,842$1.19M<0.01%-3713F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/11,830$1.19M<0.01%-7,87013F-HRTimeline
Mutual Advisors, LLC11,799$1.19M0.03%+1,84713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC11,789$1.19M0.04%+1113F-HRTimeline
OneDigital Investment Advisors LLC11,759$1.18M0.01%+1,52613F-HRTimeline
Aprio Wealth Management, LLC11,647$1.17M0.06%+313F-HRTimeline
Fortitude Family Office, LLC11,539$1.16M0.26%-7613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA11,937$1.16M0.04%-6013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…11,432$1.15M0.01%+20913F-HRTimelineGroup
Western Wealth Management, LLC11,388$1.15M0.04%+29113F-HR/ATimeline
Marietta Wealth Management, LLC11,220$1.13M0.13%013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO11,211$1.13M0.02%-1,53813F-HRTimeline
BRIGHTON JONES LLC11,189$1.13M0.02%new13F-HR/ATimeline
Bangor Savings Bank11,168$1.12M0.09%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,108$1.12M0.03%-14713F-HRTimeline
Summit Trail Advisors, LLC11,024$1.11M0.02%+4,89413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,862$1.1M0.03%013F-HRTimelineGroup
Harbour Capital Advisors, LLC10,055$1.1M0.21%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC10,812$1.09M0.01%013F-HRTimeline
Chicago Partners Investment Group LLC9,949$1.09M0.02%+45413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…10,687$1.08M0.02%-25413F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.10,644$1.07M0.26%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,627$1.07M0.06%+17813F-HRTimeline
Plante Moran Financial Advisors, LLC10,609$1.07M0.07%+77213F-HRTimeline
Schneider Downs Wealth Management Advis…10,589$1.07M0.12%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,448$1.06M0.07%-59613F-HRTimeline
Bleakley Financial Group, LLC10,536$1.06M0.02%new13F-HRTimeline
Front Row Advisors LLC10,486$1.06M0.36%-20013F-HRTimeline
PKS Advisory Services, LLC10,469$1.05M0.24%-28413F-HRTimeline
Fairscale Capital, LLC10,425$1.05M0.73%+44413F-HRTimeline
Cordoba Advisory Partners LLC10,476$1.05M0.29%+91713F-HRTimeline
Patten Group, Inc.10,369$1.04M0.18%+2613F-HRTimeline
MainStreet Investment Advisors LLC10,273$1.03M0.16%-57513F-HRTimeline
Heartwood Wealth Advisors LLC10,065$1.01M0.09%+613F-HRTimeline
Breakwater Capital Group10,062$1.01M0.14%+18313F-HRTimeline
Ballentine Partners, LLC9,976$1M0.01%013F-HRTimeline
Hyundai Investments Co., Ltd.10,233$995K1.12%+2,77213F-HRTimeline
WealthShield Partners, LLC9,662$972K0.11%-10013F-HRTimeline
Prime Capital Investment Advisors, LLC9,659$972K0.01%-35613F-HRTimeline
Atlas Brown,Inc.9,550$961K0.29%-14713F-HRTimeline
DEARBORN PARTNERS LLC9,505$956K0.05%-1,00013F-HRTimeline
Parallel Advisors, LLC9,456$951K0.02%013F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC9,445$950K0.02%-1,14013F-HRTimeline
PRIVATE TRUST CO NA9,402$946K0.08%-4813F-HRTimeline
Prospera Financial Services Inc9,387$946K0.02%-54,04013F-HRTimeline
RKL Wealth Management LLC9,346$940K0.08%-14013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC9,246$930K0.01%+10913F-HRTimelineGroup
Venture Visionary Partners LLC9,152$921K0.03%-10013F-HRTimeline
CHILTON INVESTMENT CO INC.9,145$920K0.02%+12513F-HRTimeline
Financial Alternatives, Inc9,084$914K0.49%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK8,982$904K<0.01%new13F-HRTimelineGroup
OAKWORTH CAPITAL, INC.8,952$901K0.05%-8813F-HRTimeline
Truepoint, Inc.8,932$899K0.02%+513F-HRTimeline
HMS Capital Management, LLC8,924$898K0.35%+2,34213F-HRTimeline
NTV Asset Management LLC8,870$892K0.1%013F-HRTimeline
Avior Wealth Management, LLC8,856$891K0.03%-11613F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,772$883K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc8,740$879K0.05%-43513F-HRTimeline
Ruggaard & Associates LLC8,731$879K0.35%-3,10813F-HRTimeline
Busey Bank8,713$877K0.02%+1,44813F-HRTimeline
Topsail Wealth Management, LLC8,691$874K0.13%013F-HRTimeline
BANK OF STOCKTON8,628$868K0.27%-2,02713F-HRTimeline
Atlantic Edge Private Wealth Management…8,583$864K0.21%013F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC8,560$861K0.4%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.8,538$859K0.1%-73813F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC8,414$847K0.07%013F-HRTimeline
Welch & Forbes LLC8,373$842K0.01%013F-HRTimeline
SageView Advisory Group, LLC8,325$838K0.03%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,321$837K<0.01%-1,84013F-HRTimelineGroup
Wagner Wealth Management, LLC8,280$833K0.17%+1613F-HRTimeline
Tudor Financial Inc.8,242$829K0.42%-6013F-HR/ATimeline
Compton Wealth Advisory Group, LLC8,099$824K0.18%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.8,016$807K0.34%013F-HRTimeline
IFP Advisors, Inc8,012$806K0.02%-8913F-HRTimeline
Atria Investments, Inc7,960$801K0.01%-8,22913F-HRTimeline
Montecito Bank & Trust7,937$799K0.13%-2513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC7,926$798K0.01%-8413F-HRTimeline
DAVIDSON TRUST CO7,913$796K0.34%+35913F-HRTimeline
Modera Wealth Management, LLC7,894$794K0.01%-1,41713F-HRTimeline
Crescent Grove Advisors, LLC7,866$791K0.08%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,858$791K<0.01%-7,79713F-HRTimelineGroup
DSG Capital Advisors, LLC7,852$790K0.13%013F-HRTimeline
Glenview Trust Co7,780$783K0.01%013F-HRTimeline
RFG Advisory, LLC7,726$777K0.01%+7313F-HRTimeline
TCV Trust & Wealth Management, Inc.7,689$774K0.06%013F-HRTimeline
Peterson Wealth Advisors, LLC7,640$769K0.1%+4413F-HRTimeline
Perigon Wealth Management, LLC7,584$763K0.01%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC7,556$760K0.01%013F-HRTimelineGroup
Texas Bank & Trust Co7,544$759K0.29%+57513F-HRTimeline
River Street Advisors LLC7,457$750K0.25%+36713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…7,454$750K<0.01%-87813F-HRTimeline
PFG Advisors7,421$747K0.04%+9013F-HRTimeline
EVOKE WEALTH, LLC7,403$745K0.01%-5913F-HRTimeline
ProVise Management Group, LLC7,321$737K0.05%013F-HRTimeline
AWM CAPITAL, LLC7,224$727K0.07%013F-HRTimeline
Tannin Capital LLC7,220$726K0.53%-2,46913F-HRTimeline
Daner Wealth Management, LLC6,461$724K0.43%+8913F-HRTimeline
Hickory Point Bank & Trust7,181$723K0.48%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC7,165$721K0.02%013F-HRTimeline
Focus Financial Network, Inc.7,148$719K0.03%-35113F-HRTimeline