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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

890 managers (901 13F filers) reported a position in IJK shares at 2024-12-31, 71,020,334 shares in all. 42 filers opened a position and 56 filers sold out during the quarter.

Managers
890
13F filers
901
New
42
Added
253
Reduced
274
Sold out
56
Shares held by filers
71,020,334

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
SouthState Bank Corpin group SouthState Bank Corp6,711$610K0.04%-32513F-HRTimelineGroup
Glen Eagle Advisors, LLC6,669$606K0.1%-7913F-HRTimeline
Washington Trust Bank6,636$603K0.06%-10513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Veracity Capital LLC6,623$602K0.22%+3013F-HRTimeline
Bonfire Financial6,614$601K0.54%13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,568$597K0.03%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC6,556$596K0.04%-3,38813F-HRTimeline
Everstar Asset Management, LLC6,552$596K0.42%-33013F-HRTimeline
Focus Financial Network, Inc.6,491$590K0.02%-413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.6,471$588K0.31%13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…6,238$587K0.01%+29613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,397$582K0.01%+2,04413F-HRTimelineGroup
Legacy Private Trust Co.6,400$582K0.04%-13613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,355$578K0.01%-59513F-HRTimeline
Keel Point, LLC6,352$578K0.05%+413F-HRTimeline
MSH Capital Advisors LLC6,340$576K0.18%013F-HRTimeline
Signature Wealth Management Partners, L…6,300$573K0.39%013F-HRTimeline
CW Advisors, LLC6,298$573K0.01%+4513F-HRTimeline
Pacific Sun Financial Corp6,280$571K0.31%-22013F-HRTimeline
LexAurum Advisors, LLC6,269$570K0.11%+913F-HRTimeline
Palisade Asset Management, LLC6,257$569K0.06%-27513F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.6,226$566K<0.01%-17,31113F-HRTimelineGroup
STAR Financial Bank6,206$564K0.41%-9,09013F-HRTimeline
Waldron Private Wealth LLC6,134$558K0.02%013F-HRTimeline
FineMark National Bank & Trust6,125$557K0.02%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,112$556K0.01%+413F-HRTimelineGroup
Mine & Arao Wealth Creation & Managemen…6,055$551K0.25%-79313F-HRTimeline
RFG Advisory, LLC6,039$549K0.02%+2,04413F-HRTimeline
Pinnacle Financial Group, LLC / IL5,992$545K0.21%+313F-HRTimeline
Independent Wealth Network Inc.5,939$540K0.22%-6513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,913$538K0.01%+2313F-HRTimelineGroup
Kohmann Bosshard Financial Services, LLC5,900$536K0.06%013F-HRTimeline
IFG Advisors, LLC5,882$535K0.11%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,860$533K<0.01%+1,08913F-HRTimelineGroup
STEPHEN J. GARRY & ASSOCIATES, LLC5,860$533K0.49%-46813F-HRTimeline
Harbour Trust & Investment Management Co5,804$528K0.06%-34013F-HRTimeline
Capital Investment Advisors, LLC5,799$527K0.01%-1,63813F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC5,761$524K0.03%-42113F-HRTimeline
HBK Sorce Advisory LLC5,716$520K0.02%013F-HRTimeline
Wealthstream Advisors, Inc.5,701$518K0.1%-4113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,695$518K0.03%-5013F-HRTimelineGroup
Meridian Financial Advisors, LLC5,646$513K0.35%+35713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,626$511K0.03%+113F-HRTimeline
Arax Advisory Partners5,594$509K0.03%-12013F-HRTimeline
Bleakley Financial Group, LLC5,563$506K0.02%013F-HRTimeline
Geometric Wealth Advisors5,537$503K0.09%013F-HRTimeline
DAVIDSON TRUST CO5,532$503K0.26%-14213F-HRTimeline
Mattern Wealth Management LLC5,516$502K0.11%-47213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,432$494K0.01%13F-HRTimeline
Schneider Downs Wealth Management Advis…5,432$494K0.09%013F-HRTimeline
American Trust5,429$494K0.04%new13F-HRTimeline
Robertson Stephens Wealth Management, L…5,427$493K0.02%-39013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,406$492K0.25%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP5,401$491K0.01%-20713F-HRTimeline
Sunpointe, LLC5,400$491K0.25%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,383$489K0.03%+2,68613F-HRTimeline
626 Financial, LLC5,380$489K0.26%013F-HRTimeline
Dentgroup LLC5,375$489K0.37%013F-HRTimeline
AE Wealth Management LLC5,370$488K<0.01%-74,87013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,354$487K0.03%013F-HRTimeline
CRA Financial Services, LLC5,294$481K0.08%-29613F-HRTimeline
MOLLER WEALTH PARTNERS5,280$480K0.13%+61213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,196$472K0.02%-25313F-HRTimeline
TOWNSQUARE CAPITAL LLC5,098$464K0.01%-67,34913F-HRTimeline
Hershey Financial Advisers, LLC5,073$461K0.41%13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,051$459K0.07%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,980$453K0.03%-11113F-HRTimelineGroup
Haverford Trust Co4,976$452K<0.01%013F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC4,968$452K0.01%new13F-HRTimeline
MidAtlantic Capital Management, Inc.4,967$452K0.33%-613F-HRTimeline
Mezzasalma Advisors, LLC4,903$446K0.14%new13F-HRTimeline
PETRA FINANCIAL ADVISORS INC4,901$446K0.3%013F-HRTimeline
MATHER GROUP, LLC.4,865$442K0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,858$442K0.04%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,852$441K<0.01%+1,33613F-HRTimeline
Net Worth Advisory Group4,819$438K0.13%+42813F-HRTimeline
Jacobi Capital Management LLC4,811$437K0.03%new13F-HRTimeline
River Street Advisors LLC4,781$435K0.22%-3,92613F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,780$435K0.09%013F-HRTimeline
Clayton Financial Group LLC4,746$432K0.16%-4113F-HRTimeline
HAZLETT, BURT & WATSON, INC.4,744$431K0.19%+17913F-HRTimeline
Betterment LLC4,743$431K<0.01%-5613F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC4,732$430K0.08%013F-HRTimeline
Pure Financial Advisors, LLC4,731$430K0.01%013F-HRTimeline
CoreCap Advisors, LLC4,727$430K0.02%-48,85613F-HRTimeline
Delta Investment Management, LLC4,724$430K0.08%+313F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,721$429K0.05%013F-HRTimeline
Biltmore Family Office, LLC4,674$425K0.07%-90413F-HRTimeline
Gladstone Institutional Advisory LLC4,659$424K0.02%-48813F-HRTimeline
Friday Financial4,638$422K0.29%13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd4,611$420K0.01%new13F-HRTimelineGroup
Ocean Park Asset Management, LLC4,612$419K0.01%013F-HRTimeline
IFG Advisory, LLC4,605$419K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.4,592$418K0.01%-29413F-HRTimeline
Smith Anglin Financial, LLC4,564$415K0.04%-81313F-HRTimeline
SAXON INTERESTS, INC.4,548$414K0.18%-313F-HRTimeline
Glenview Trust Co4,520$411K0.01%+513F-HRTimeline
PCG Wealth Advisors, LLC4,517$411K0.15%+1313F-HRTimeline
Valeo Financial Advisors, LLC4,514$410K0.01%+93913F-HRTimeline
UPTICK PARTNERS, LLC4,493$409K0.15%-35013F-HRTimeline
Sheaff Brock Investment Advisors, LLC4,427$403K0.04%013F-HRTimeline
Perritt Capital Management Inc4,421$402K0.21%+20113F-HRTimeline
Spectrum Wealth Counsel, LLC4,411$401K0.05%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,410$401K0.01%013F-HRTimelineGroup
NCM Capital Management, LLC4,378$398K0.18%-20013F-HRTimeline
Oakwell Private Wealth Management, LLC4,361$397K0.11%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,209$393K0.04%013F-HRTimeline
Clientfirst Wealth Management, LLC4,324$393K0.4%13F-HRTimeline
All Terrain Financial Advisors, LLC4,311$392K0.15%-1013F-HRTimeline
SeaCrest Wealth Management, LLC4,291$390K0.04%-813F-HRTimeline
DOLIVER ADVISORS, LP4,288$390K0.11%-45013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,272$388K0.01%013F-HRTimelineGroup
Vertex Planning Partners, LLC4,272$388K0.09%013F-HRTimeline
Integrated Investment Consultants, LLC4,172$379K0.08%+413F-HR/ATimeline
MKT Advisors LLC4,000$379K0.17%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI4,161$378K0.03%-1713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,155$377K0.08%013F-HRTimeline
Aaron Wealth Advisors LLC4,143$377K0.04%-65613F-HRTimeline
Indiana Trust & Investment Management Co4,139$376K0.13%013F-HRTimeline
EQUITABLE TRUST CO4,138$376K0.02%new13F-HRTimeline
Carnegie Investment Counsel4,137$376K0.01%+14113F-HRTimeline
Total Wealth Planning, LLC4,131$376K0.06%-2913F-HRTimeline
Vickerman Investment Advisors, Inc.4,126$375K0.1%013F-HRTimeline
Linscomb Wealth, Inc.4,110$374K0.02%013F-HRTimeline
Bensler, LLC4,103$373K0.04%-27913F-HRTimeline
Northeast Financial Consultants Inc4,064$370K0.02%013F-HRTimeline
Insight Advisors, LLC/ PA4,050$369K0.06%-1,09313F-HRTimeline
Community Bank, N.A.4,045$368K0.05%013F-HRTimeline
Aviso Financial Inc.4,027$366K0.02%+78513F-HRTimeline
INTRUST BANK NA3,991$363K0.04%013F-HRTimeline
HCR Wealth Advisors3,991$363K0.05%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,978$362K0.08%-92413F-HRTimeline
Compass Investment Advisers LLC3,951$359K1.04%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,920$356K0.01%+413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3,910$356K<0.01%+2,08713F-HRTimelineGroup
Terril Brothers, Inc.3,906$355K0.1%013F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC3,892$354K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,890$354K0.02%+8413F-HRTimelineGroup
Highview Capital Management LLC/DE/3,884$353K0.14%013F-HR/ATimeline
Bay Capital Advisors, LLC3,822$348K0.28%13F-HRTimeline
Koshinski Asset Management, Inc.3,801$346K0.03%-10,80913F-HRTimeline
High Falls Advisors, Inc3,800$346K0.08%-10013F-HRTimeline
Carl P. Sherr & Co., LLC3,782$344K0.18%+6513F-HRTimeline
Independence Bank of Kentucky3,760$342K0.05%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,750$341K0.13%-9213F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …3,740$340K0.05%013F-HRTimeline
Park Capital Management, LLC / WI3,736$340K0.41%13F-HRTimeline
Financial Partners Group, Inc3,707$337K0.05%+22313F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,658$333K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust3,653$332K0.04%+20013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,643$331K<0.01%-27,33813F-HRTimelineGroup
Glassman Wealth Services3,636$331K0.06%013F-HRTimeline
DAVENPORT & Co LLC3,630$330K<0.01%-8413F-HRTimeline
Trueblood Wealth Management, LLC3,619$329K0.16%-813F-HRTimeline
WESBANCO BANK INC3,597$327K0.01%+26813F-HRTimeline
Mayflower Financial Advisors, LLC3,591$327K0.05%-11513F-HRTimeline
Financial Life Planners3,574$325K0.27%13F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…3,571$325K0.12%-5413F-HRTimeline
Annex Advisory Services, LLC3,556$323K0.01%013F-HRTimeline
Stanich Group LLC3,550$323K0.24%13F-HRTimeline
Western Wealth Management, LLC3,548$323K0.02%+1913F-HR/ATimeline
Probity Advisors, Inc.3,544$322K0.06%-10013F-HRTimeline
Thomasville National Bank3,542$322K0.02%+11313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,490$317K0.08%013F-HRTimeline
FAS Wealth Partners, Inc.3,483$317K0.03%-51113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,480$316K0.05%+213F-HRTimeline
Transform Wealth, LLC3,450$314K0.02%-3313F-HRTimeline
Sandy Cove Advisors, LLC3,424$311K0.12%+313F-HRTimeline
FARMERS TRUST CO3,424$311K0.06%013F-HRTimeline
Relyea Zuckerberg Hanson LLC3,421$311K0.04%+813F-HRTimeline
Smith & Howard Wealth Management, LLC3,416$311K0.09%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT3,402$309K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,394$309K0.01%+1,72913F-HRTimelineGroup
Wick Capital Partners, LLC3,383$308K0.09%-10913F-HR/ATimeline
Insight Inv LLC3,368$306K0.21%+2,59613F-HRTimeline
BlueChip Wealth Advisors LLC3,351$305K0.17%013F-HRTimeline
HTLF Bank3,338$304K0.03%+26213F-HRTimeline
BAILARD, INC.3,323$302K0.01%013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,286$299K0.06%+513F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,270$297K0.04%+113F-HRTimeline
Cornerstone Wealth Management, LLC3,268$297K0.02%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,260$296K0.01%013F-HRTimeline
B&D White Capital Company, LLC3,236$294K0.05%-10,85213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,230$294K<0.01%-60713F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT3,208$292K<0.01%+80013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK3,200$291K0.16%013F-HRTimeline
Matthew Goff Investment Advisor, LLC3,199$291K0.05%013F-HRTimeline
Strive Asset Management, LLC3,199$291K0.22%13F-HRTimeline
DOVER ADVISORS, LLC3,188$290K0.17%-96713F-HRTimeline
STEVENS CAPITAL PARTNERS3,185$290K0.13%+10613F-HRTimeline
IEQ CAPITAL, LLC3,156$287K<0.01%+50413F-HRTimeline
Accredited Investors Inc.3,150$286K0.02%+1513F-HRTimeline
Eagle Bay Advisors LLC3,133$285K0.18%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,133$284K0.02%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,125$284K0.02%-4713F-HRTimeline
MMA ASSET MANAGEMENT LLC3,116$283K0.12%-7,19413F-HRTimeline
Huntleigh Advisors, Inc.3,093$281K0.06%13F-HRTimeline
SAGE FINANCIAL GROUP INC3,049$277K0.02%013F-HRTimeline
Heritage Financial Services, LLC3,040$276K0.04%013F-HRTimeline
Clearwater Capital Advisors, LLC3,036$276K0.03%-12013F-HRTimeline