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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

979 managers (995 13F filers) reported a position in IJK shares at 2026-06-30, 72,066,209 shares in all. 100 filers opened a position and 45 filers sold out during the quarter.

Managers
979
13F filers
995
New
100
Added
224
Reduced
326
Sold out
45
Shares held by filers
72,066,209

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Montis Financial, LLC7,024$825K0.17%013F-HRTimeline
Tannin Capital LLC6,931$814K0.54%-28913F-HRTimeline
Prospera Financial Services Inc6,899$812K0.01%-2,48813F-HRTimeline
Hubbell Strickland Wealth Management, L…6,902$811K0.29%+313F-HRTimeline
MATHER GROUP, LLC.6,856$806K0.01%+20113F-HRTimeline
ALERUS FINANCIAL NA6,787$797K0.03%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,779$797K<0.01%+22813F-HRTimelineGroup
Pacific Sun Financial Corp6,762$795K0.33%-13013F-HRTimeline
Compass Financial Group, Inc. (Ohio)6,695$787K0.53%-11313F-HRTimeline
Prosperity Planning, Inc.6,686$786K0.18%-22413F-HRTimeline
CHOREO, LLC6,666$783K0.01%-24113F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co6,644$781K<0.01%013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,624$778K<0.01%+2813F-HRTimelineGroup
Bonfire Financial6,620$778K0.5%+113F-HRTimeline
Glen Eagle Advisors, LLC6,596$775K0.1%-2913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.6,587$774K0.05%-4413F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC6,571$772K0.01%-13213F-HRTimelineGroup
Daner Wealth Management, LLC6,461$766K0.42%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,712$764K0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,462$759K0.03%-42513F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC6,449$758K0.01%013F-HRTimeline
Smith & Howard Wealth Management, LLC6,442$757K0.16%013F-HRTimeline
Destiny Capital Corp/CO6,391$751K0.35%+72113F-HRTimeline
Washington Trust Bank6,371$749K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Private Trust Co.6,370$748K0.04%013F-HRTimeline
Keel Point, LLC6,369$748K0.04%+313F-HRTimeline
Vise Technologies, Inc.6,361$747K0.01%new13F-HRTimeline
MSH Capital Advisors LLC6,340$745K0.13%013F-HRTimeline
Z3 Capital Partners, LLC6,324$743K0.16%-56013F-HRTimeline
Signature Wealth Management Partners, L…6,300$740K0.35%013F-HRTimeline
Corundum Group, Inc.6,265$736K0.22%-73513F-HRTimeline
Palisade Asset Management, LLC6,257$735K0.07%013F-HRTimeline
Confluence Wealth Services, Inc.6,254$735K0.02%013F-HRTimeline
August Group Capital Ltd6,180$726K0.8%+813F-HRTimeline
VestGen Advisors, LLC6,140$721K0.02%-5,75713F-HRTimeline
Mine & Arao Wealth Creation & Managemen…6,138$721K0.26%+513F-HRTimeline
Waldron Private Wealth LLC6,134$721K0.02%013F-HRTimeline
AE Wealth Management LLC6,113$718K<0.01%-63213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,037$709K0.03%013F-HRTimeline
LexAurum Advisors, LLC6,033$709K0.08%-22513F-HRTimeline
Pinnacle Financial Group, LLC / IL6,003$705K0.17%+113F-HRTimeline
Octavia Wealth Advisors, LLC5,919$695K0.06%-68913F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,900$693K0.06%-413F-HRTimeline
IFG Advisors, LLC5,884$691K0.1%+113F-HRTimeline
GUERRA PAN ADVISORS, LLC5,836$686K0.38%-32613F-HRTimeline
KINTRA WEALTH, LLC5,780$686K0.04%+1,87713F-HRTimeline
Independent Wealth Network Inc.5,738$674K0.17%+3613F-HRTimeline
Greenspring Advisors, LLC5,738$674K0.04%-30813F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,719$672K0.1%+33913F-HRTimeline
Nova Wealth Management, Inc.5,678$667K0.37%new13F-HRTimeline
Pure Financial Advisors, LLC5,656$665K0.01%+19913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…5,650$664K0.02%-71513F-HRTimelineGroup
Sunpointe, LLC5,613$660K0.19%013F-HRTimeline
Vienna Asset Management LLC5,607$659K0.47%new13F-HRTimeline
Net Worth Advisory Group5,598$658K0.17%-37,75613F-HRTimeline
Slow Capital, Inc.5,590$657K0.08%-7,60613F-HRTimeline
SAPIENT CAPITAL LLC5,547$652K0.01%+1,35913F-HR/ATimeline
Geometric Wealth Advisors5,537$651K0.07%013F-HRTimeline
Resonant Capital Advisors, LLC5,500$646K0.03%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,475$643K0.05%-7513F-HRTimelineGroup
WESBANCO BANK INC5,428$638K0.02%+70313F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.5,411$636K0.2%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,410$636K0.46%-15013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,406$635K0.29%013F-HRTimeline
CRA Financial Services, LLC5,404$635K0.07%013F-HRTimeline
21 West Wealth Management LLC5,404$635K0.54%013F-HRTimeline
626 Financial, LLC5,380$632K0.25%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,371$631K0.01%+113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,370$631K0.01%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,352$629K<0.01%+18513F-HRTimelineGroup
Turtle Creek Wealth Advisors, LLC5,344$628K0.03%new13F-HRTimeline
Crusonia Wealth Advisors LLC5,295$622K0.1%-22513F-HRTimeline
MidAtlantic Capital Management, Inc.5,279$620K0.39%-4813F-HRTimeline
Key Financial Inc5,257$618K0.1%-72213F-HRTimeline
Capital Investment Advisors, LLC5,246$616K0.01%-5413F-HRTimeline
Geneos Wealth Management Inc.5,244$616K0.01%+72513F-HRTimeline
Hyundai Investments Co., Ltd.5,267$611K0.66%-4,96613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,108$600K0.04%+113F-HRTimeline
KLCM Advisors, Inc.5,104$600K0.05%013F-HRTimeline
Haverford Trust Co4,976$585K0.01%013F-HRTimeline
Mezzasalma Advisors, LLC4,903$576K0.12%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC4,901$576K0.27%013F-HRTimeline
Hershey Financial Advisers, LLC4,894$575K0.41%-13513F-HRTimeline
Wagner Wealth Management, Corp4,842$569K0.46%new13F-HRTimeline
Gladstone Institutional Advisory LLC4,825$567K0.02%+45213F-HRTimeline
Destination Wealth Management4,819$566K0.01%013F-HRTimeline
Jacobi Capital Management LLC4,811$565K0.03%013F-HRTimeline
IBEX WEALTH ADVISORS4,799$564K0.04%-9913F-HRTimeline
Rothschild Wealth LLC4,745$558K0.04%+513F-HRTimeline
Harbour Trust & Investment Management Co4,738$557K0.05%013F-HRTimeline
SAXON INTERESTS, INC.4,734$556K0.15%013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,721$555K0.07%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC4,718$554K0.07%-40013F-HRTimeline
Aptus Capital Advisors, LLC4,691$551K<0.01%+3,78113F-HRTimeline
Biltmore Family Office, LLC4,674$549K0.07%013F-HRTimeline
Park Place Capital Corp4,662$548K0.09%-1,50013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,645$546K0.01%-33313F-HRTimelineGroup
Glassman Wealth Services4,640$545K0.07%+1,00413F-HRTimeline
EFG International AGin group EFG International AG4,640$545K0.01%013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…4,587$539K0.01%-24013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC4,578$538K0.35%-26013F-HRTimeline
CoreCap Advisors, LLC4,569$537K0.02%-141,41113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,524$532K0.03%013F-HRTimeline
Navigate Wealth Management, LLC4,721$531K0.33%-3713F-HRTimeline
Friday Financial4,638$528K0.14%013F-HRTimeline
KPP Advisory Services LLC4,464$525K0.07%013F-HRTimeline
Crewe Advisors LLC4,458$524K0.04%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,445$522K0.06%013F-HRTimeline
Meridian Financial Advisors, LLC4,423$520K0.25%-6313F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,404$517K0.02%-11813F-HRTimeline
Milestones Private Investment Advisors …4,396$517K0.41%-26013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,385$515K0.02%+25113F-HRTimeline
Mutual Advisors, LLC4,377$514K0.01%-7,42213F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,353$511K0.08%013F-HRTimeline
Clientfirst Wealth Management, LLC4,324$508K0.42%013F-HRTimeline
IFG Advisory, LLC4,320$508K0.02%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,300$505K0.01%-11013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4,292$504K<0.01%+59413F-HRTimelineGroup
Mattern Wealth Management LLC4,249$499K0.08%-10813F-HRTimeline
HighPoint Advisor Group LLC4,247$499K0.02%+40213F-HRTimeline
NCM Capital Management, LLC4,187$492K0.15%+113F-HRTimeline
Carnegie Investment Counsel4,186$492K0.01%+9013F-HRTimeline
United Community Bankin group United Community Bank4,183$492K0.15%-86313F-HRTimelineGroup
Vickerman Investment Advisors, Inc.4,154$488K0.09%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC4,147$487K0.07%+49613F-HRTimeline
Ally Invest Advisors Inc.4,140$486K0.03%-2113F-HRTimeline
EQUITABLE TRUST CO4,138$486K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,117$484K0.03%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI4,116$484K0.02%+20013F-HRTimeline
All Terrain Financial Advisors, LLC4,086$480K0.1%013F-HRTimeline
Savvy Advisors, Inc.4,074$479K0.01%+66513F-HRTimeline
Indiana Trust & Investment Management Co4,067$478K0.13%013F-HRTimeline
Community Bank, N.A.4,045$475K0.05%013F-HRTimeline
Highland Investment Advisors LLC4,042$475K0.21%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,042$475K0.01%013F-HRTimelineGroup
STEVENS CAPITAL PARTNERS4,021$472K0.09%+17713F-HRTimeline
INTRUST BANK NA3,991$469K0.03%013F-HRTimeline
DOLIVER ADVISORS, LP3,980$468K0.11%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,978$467K0.03%013F-HRTimelineGroup
HCR Wealth Advisors3,942$463K0.04%+2913F-HRTimeline
PCG Wealth Advisors, LLC3,933$462K0.1%013F-HRTimeline
American Wealth Advisors, LLC3,902$458K0.43%-3613F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,900$458K0.03%013F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT3,896$458K0.01%013F-HRTimeline
Asset Dedication, LLC3,888$457K0.03%+1,47313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,863$454K<0.01%-11113F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC3,854$453K0.02%-1,45013F-HRTimeline
TD Waterhouse Canada Inc.3,900$453K<0.01%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,830$450K0.05%+113F-HRTimeline
Navigation Group, LLC3,817$448K0.09%+15713F-HRTimeline
Bay Capital Advisors, LLC3,815$448K0.24%+9313F-HRTimeline
Koshinski Asset Management, Inc.3,813$448K0.02%013F-HRTimeline
Cove Private Wealth, LLC3,810$448K0.09%+50013F-HRTimeline
Independence Bank of Kentucky3,760$442K0.05%013F-HRTimeline
Linscomb Wealth, Inc.3,757$441K0.02%013F-HRTimeline
MKT Advisors LLC3,874$441K0.14%013F-HRTimeline
Goldenstone Wealth Management LLC3,750$441K0.29%-13613F-HRTimeline
Gerald Baker Financial Group LLC3,740$440K0.13%+213F-HRTimeline
Johnson Financial Group, LLC3,695$434K0.02%013F-HRTimeline
Carl P. Sherr & Co., LLC3,665$431K0.18%013F-HRTimeline
Veracity Capital LLC3,652$429K0.12%013F-HRTimeline
Trueblood Wealth Management, LLC3,642$428K0.15%+313F-HRTimeline
Integrated Investment Consultants, LLC3,633$427K0.08%-32813F-HRTimeline
BAILARD, INC.3,626$426K0.01%-70013F-HRTimeline
Breachway Investments LLC3,618$425K0.64%+8013F-HRTimeline
Parcion Private Wealth LLC3,603$423K0.02%-62613F-HRTimeline
Insight Advisors, LLC/ PA3,603$423K0.07%+313F-HRTimeline
Delta Investment Management, LLC3,602$423K0.07%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …3,600$423K0.05%013F-HRTimeline
MMA ASSET MANAGEMENT LLC3,562$419K0.13%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,550$417K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC3,527$414K<0.01%+4513F-HRTimeline
Parkside Financial Bank & Trust3,514$413K0.03%+1013F-HRTimeline
Everstar Asset Management, LLC3,512$413K0.2%013F-HRTimeline
Vann Equity Management LLC3,508$412K0.25%-2,01113F-HRTimeline
Bensler, LLC3,504$412K0.04%-3013F-HRTimeline
RENASANT BANK3,500$411K0.26%-1,50013F-HRTimeline
FAS Wealth Partners, Inc.3,465$407K0.02%-5713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,464$407K0.01%+42913F-HRTimelineGroup
American Trust3,448$405K0.03%+6613F-HRTimeline
Sandy Cove Advisors, LLC3,437$404K0.1%+213F-HRTimeline
Wick Capital Partners, LLC3,425$402K0.06%013F-HRTimeline
Meramec Financial Planners, LLC3,539$402K0.15%-8313F-HRTimeline
DAVENPORT & Co LLC3,422$402K<0.01%+1113F-HRTimeline
Composition Wealth, LLC3,410$401K<0.01%+19113F-HRTimeline
Terril Brothers, Inc.3,406$400K0.1%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT3,402$400K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,400$400K0.02%+1,31913F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…3,398$399K<0.01%-1,68513F-HRTimeline
NBH Bank3,390$398K0.17%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,385$398K0.01%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,368$396K0.02%+53313F-HRTimelineGroup
Benchmark Financial, LLC3,327$391K0.32%+42513F-HRTimeline
SCS Capital Management LLC3,319$390K<0.01%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,274$385K0.04%013F-HRTimeline
Probity Advisors, Inc.3,260$383K0.05%013F-HRTimeline
Capital Investment Advisory Services, L…3,251$382K0.02%+2,48013F-HRTimeline
Clayton Financial Group LLC3,248$382K0.21%+113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,236$380K0.03%013F-HR/ATimeline
WEDBUSH SECURITIES INC3,234$380K0.01%+2613F-HRTimeline