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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

845 managers (855 13F filers) reported a position in IJK shares at 2025-03-31, 71,130,587 shares in all. 34 filers opened a position and 75 filers sold out during the quarter.

Managers
845
13F filers
855
New
34
Added
253
Reduced
265
Sold out
75
Shares held by filers
71,130,587

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Washington Trust Bank6,601$550K0.06%-3513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COBBLESTONE CAPITAL ADVISORS LLC /NY/6,568$547K0.03%013F-HRTimeline
Allworth Financial LP6,615$545K<0.01%+6813F-HRTimeline
Pacific Sun Financial Corp6,532$544K0.31%+25213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.6,471$539K0.28%013F-HRTimeline
Legacy Private Trust Co.6,400$533K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.6,345$530K0.24%+1,60113F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,355$529K0.01%013F-HRTimeline
Keel Point, LLC6,355$529K0.04%+313F-HRTimeline
MATHER GROUP, LLC.6,351$529K0.01%+1,48613F-HRTimeline
MSH Capital Advisors LLC6,340$528K0.16%013F-HRTimeline
Signature Wealth Management Partners, L…6,300$525K0.34%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,279$523K0.37%-60113F-HRTimeline
LexAurum Advisors, LLC6,274$522K0.1%+513F-HRTimeline
Palisade Asset Management, LLC6,257$521K0.05%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,236$519K0.01%+12413F-HRTimelineGroup
RFG Advisory, LLC6,186$515K0.01%+14713F-HRTimeline
Waldron Private Wealth LLC6,134$511K0.02%013F-HRTimeline
Oxinas Partners, LLC6,110$509K0.3%-1,12513F-HRTimeline
Mine & Arao Wealth Creation & Managemen…6,059$505K0.25%+413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,050$504K0.01%+64913F-HRTimeline
Pinnacle Financial Group, LLC / IL5,994$499K0.18%+213F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,900$491K0.06%013F-HRTimeline
IFG Advisors, LLC5,882$490K0.09%013F-HRTimeline
Meridian Financial Advisors, LLC5,869$489K0.34%+22313F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,860$488K0.46%013F-HRTimeline
Independent Wealth Network Inc.5,829$485K0.19%-11013F-HRTimeline
VestGen Advisors, LLC5,757$479K0.02%13F-HRTimeline
Mattern Wealth Management LLC5,724$477K0.11%+20813F-HRTimeline
HBK Sorce Advisory LLC5,716$476K0.01%013F-HRTimeline
Harbour Trust & Investment Management Co5,704$475K0.06%-10013F-HRTimeline
Wealthstream Advisors, Inc.5,701$475K0.09%013F-HRTimeline
DAVIDSON TRUST CO5,699$475K0.23%+16713F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co5,645$470K0.01%+1,37313F-HRTimelineGroup
WESBANCO BANK INC5,624$468K0.02%+2,02713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC5,626$468K0.03%013F-HRTimeline
Arax Advisory Partners5,602$467K0.03%+813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,572$464K<0.01%-28813F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,550$462K0.03%-14513F-HRTimelineGroup
Geometric Wealth Advisors5,537$461K0.08%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,688$458K<0.01%-55013F-HRTimeline
CRA Financial Services, LLC5,494$458K0.08%+20013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,475$456K0.01%-43813F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC5,464$455K<0.01%+36613F-HRTimeline
Net Worth Advisory Group5,437$453K0.14%+61813F-HRTimeline
Schneider Downs Wealth Management Advis…5,432$452K0.08%013F-HRTimeline
Robertson Stephens Wealth Management, L…5,408$450K0.02%-1913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,406$450K0.24%013F-HRTimeline
Sunpointe, LLC5,400$450K0.24%013F-HRTimeline
Aviso Financial Inc.5,392$449K0.02%+1,36513F-HRTimeline
626 Financial, LLC5,380$448K0.23%013F-HRTimeline
Dentgroup LLC5,375$448K0.34%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,375$448K0.01%-5713F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,314$443K0.03%-4013F-HRTimeline
Capital Investment Advisors, LLC5,184$432K0.01%-61513F-HRTimeline
Betterment LLC5,167$430K<0.01%+42413F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,126$427K0.01%-7013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,051$421K0.06%013F-HRTimeline
Haverford Trust Co4,976$414K<0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.4,927$410K0.01%-18,38213F-HRTimeline
Mezzasalma Advisors, LLC4,903$408K0.14%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC4,901$408K0.33%013F-HRTimeline
Sowell Financial Services LLC4,881$406K0.02%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,858$405K0.04%013F-HRTimelineGroup
ALLIUM FINANCIAL ADVISORS, LLC4,838$403K0.37%13F-HRTimeline
Jacobi Capital Management LLC4,811$401K0.03%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,780$398K0.08%013F-HRTimeline
MidAtlantic Capital Management, Inc.4,778$398K0.31%-18913F-HRTimeline
Friday Financial4,638$396K0.24%013F-HRTimeline
SAXON INTERESTS, INC.4,747$395K0.18%+19913F-HRTimeline
Clayton Financial Group LLC4,736$394K0.14%-1013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC4,732$394K0.08%013F-HRTimeline
Pure Financial Advisors, LLC4,731$394K0.01%013F-HRTimeline
Delta Investment Management, LLC4,726$394K0.08%+213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,721$393K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC4,709$392K0.02%+5013F-HRTimeline
GWN SECURITIES INC.4,595$391K0.02%new13F-HRTimeline
IFG Advisory, LLC4,684$390K0.02%+7913F-HRTimeline
Biltmore Family Office, LLC4,674$389K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,651$387K0.01%+5913F-HRTimeline
KPP Advisory Services LLC4,639$386K0.07%new13F-HRTimeline
PCG Wealth Advisors, LLC4,622$385K0.13%+10513F-HRTimeline
Everstar Asset Management, LLC4,609$384K0.25%-1,94313F-HR/ATimeline
PRICE T ROWE ASSOCIATES INC /MD/4,575$382K<0.01%new13F-HRTimeline
Mutual Advisors, LLC4,594$377K0.01%-18,94213F-HRTimeline
Valeo Financial Advisors, LLC4,514$376K0.01%013F-HRTimeline
CoreCap Advisors, LLC4,440$370K0.02%-28713F-HRTimeline
Perritt Capital Management Inc4,427$369K0.2%+613F-HRTimeline
Sheaff Brock Investment Advisors, LLC4,427$369K0.03%013F-HRTimeline
MGO ONE SEVEN LLC4,424$368K0.01%-86,59213F-HRTimeline
Spectrum Wealth Counsel, LLC4,411$367K0.04%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,410$367K0.01%013F-HRTimelineGroup
River Street Advisors LLC4,405$367K0.18%-37613F-HRTimeline
NCM Capital Management, LLC4,378$365K0.16%013F-HRTimeline
Johnson Financial Group, LLC4,342$362K0.04%new13F-HRTimeline
Clientfirst Wealth Management, LLC4,324$360K0.41%013F-HRTimeline
UPTICK PARTNERS, LLC4,323$360K0.12%-17013F-HRTimeline
SeaCrest Wealth Management, LLC4,293$358K0.04%+213F-HRTimeline
Vertex Planning Partners, LLC4,272$356K0.08%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,271$356K0.02%-70913F-HRTimelineGroup
Smith Anglin Financial, LLC4,239$353K0.04%-32513F-HRTimeline
DOLIVER ADVISORS, LP4,198$350K0.1%-9013F-HRTimeline
AE Wealth Management LLC4,177$348K<0.01%-1,19313F-HRTimeline
Integrated Investment Consultants, LLC4,176$348K0.07%+413F-HR/ATimeline
EQUITABLE TRUST CO4,159$346K0.02%+2113F-HRTimeline
DOVER ADVISORS, LLC4,155$346K0.15%+96713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,209$345K0.04%013F-HRTimeline
Indiana Trust & Investment Management Co4,139$345K0.12%013F-HRTimeline
Total Wealth Planning, LLC4,132$344K0.05%+113F-HRTimeline
Vickerman Investment Advisors, Inc.4,126$344K0.08%013F-HRTimeline
Linscomb Wealth, Inc.4,110$342K0.02%013F-HRTimeline
Bensler, LLC4,103$342K0.04%013F-HRTimeline
All Terrain Financial Advisors, LLC4,086$340K0.13%-22513F-HRTimeline
Accredited Investors Inc.4,082$340K0.02%+93213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,078$340K0.01%+15813F-HRTimelineGroup
Royal Fund Management, LLC4,067$340K0.04%+1,72913F-HRTimeline
Northeast Financial Consultants Inc4,064$338K0.02%013F-HRTimeline
Insight Advisors, LLC/ PA4,053$337K0.06%+313F-HRTimeline
Community Bank, N.A.4,045$337K0.05%013F-HRTimeline
STEVENS CAPITAL PARTNERS4,028$335K0.16%+84313F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC4,000$333K<0.01%new13F-HRTimelineGroup
INTRUST BANK NA3,991$332K0.03%013F-HRTimeline
HCR Wealth Advisors3,991$332K0.04%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA3,978$331K0.08%013F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,928$327K0.02%-23313F-HRTimeline
Terril Brothers, Inc.3,906$325K0.12%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,890$324K0.02%013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC4,155$324K0.07%013F-HRTimeline
STAR Financial Bank3,846$320K0.23%-2,36013F-HRTimeline
Financial Partners Group, Inc3,807$317K0.05%+10013F-HRTimeline
Koshinski Asset Management, Inc.3,801$317K0.03%013F-HRTimeline
Carl P. Sherr & Co., LLC3,782$315K0.17%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,776$314K0.03%+1,14413F-HRTimeline
Independence Bank of Kentucky3,760$313K0.05%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,750$312K0.12%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …3,740$311K0.05%013F-HRTimeline
Park Capital Management, LLC / WI3,736$311K0.36%013F-HRTimeline
Bay Capital Advisors, LLC3,722$310K0.26%-10013F-HRTimeline
Carnegie Investment Counsel4,097$308K0.01%-4013F-HRTimeline
Glassman Wealth Services3,636$303K0.05%013F-HRTimeline
Trueblood Wealth Management, LLC3,619$301K0.14%013F-HRTimeline
MKT Advisors LLC4,000$301K0.14%013F-HRTimeline
High Falls Advisors, Inc3,600$300K0.07%-20013F-HRTimeline
Mayflower Financial Advisors, LLC3,591$299K0.05%013F-HRTimeline
Annex Advisory Services, LLC3,556$296K0.01%013F-HRTimeline
Stanich Group LLC3,556$296K0.22%+613F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,550$296K0.01%+29013F-HRTimeline
Probity Advisors, Inc.3,544$295K0.06%013F-HRTimeline
Thomasville National Bank3,539$295K0.02%-313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,490$291K0.07%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,481$290K0.04%+113F-HRTimeline
FAS Wealth Partners, Inc.3,473$289K0.02%-1013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…3,461$288K0.1%-11013F-HRTimeline
Parkside Financial Bank & Trust3,453$288K0.04%-20013F-HRTimeline
DAVENPORT & Co LLC3,442$287K<0.01%-18813F-HRTimeline
Sandy Cove Advisors, LLC3,426$285K0.11%+213F-HRTimeline
Relyea Zuckerberg Hanson LLC3,425$285K0.04%+413F-HRTimeline
FARMERS TRUST CO3,424$285K0.05%013F-HRTimeline
Smith & Howard Wealth Management, LLC3,416$284K0.08%013F-HRTimeline
Transform Wealth, LLC3,413$284K0.02%-3713F-HRTimeline
Sequoia Financial Advisors, LLC3,403$283K<0.01%+63013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT3,402$283K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,394$283K0.01%013F-HRTimelineGroup
Wick Capital Partners, LLC3,383$282K0.08%013F-HRTimeline
Insight Inv LLC3,368$280K0.19%013F-HRTimeline
BlueChip Wealth Advisors LLC3,351$279K0.14%013F-HRTimeline
Armstrong, Fleming & Moore, Inc3,342$278K0.34%new13F-HRTimeline
Cove Private Wealth, LLC3,290$274K0.14%+40013F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,289$274K0.06%+313F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,271$272K0.04%+113F-HRTimeline
Cornerstone Wealth Management, LLC3,268$272K0.02%013F-HRTimeline
Financial Life Planners3,238$270K0.26%-33613F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,220$268K0.02%new13F-HR/ATimeline
SECURITY NATIONAL BANK OF SO DAK3,200$266K0.15%013F-HRTimeline
Matthew Goff Investment Advisor, LLC3,199$266K0.05%013F-HRTimeline
IEQ CAPITAL, LLC3,160$263K<0.01%+413F-HRTimeline
Destiny Capital Corp/CO3,125$260K0.18%+55513F-HRTimeline
Plante Moran Financial Advisors, LLC3,125$260K0.02%013F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,134$260K0.02%+113F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC3,116$260K0.11%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,108$259K<0.01%-10013F-HRTimeline
LANARK FINANCIAL, INC.3,101$258K0.02%+3,09813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,076$258K<0.01%-5,32713F-HRTimelineGroup
BAILARD, INC.3,072$256K0.01%-25113F-HRTimeline
Clearwater Capital Advisors, LLC3,036$253K0.02%013F-HRTimeline
Institute for Wealth Management, LLC.3,032$253K0.03%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,030$252K0.01%+5013F-HRTimeline
Connecticut Wealth Management, LLC3,000$250K0.01%013F-HRTimeline
Baker Avenue Asset Management, LP2,995$249K0.01%+26913F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,993$249K<0.01%013F-HRTimelineGroup
Huntleigh Advisors, Inc.2,985$249K0.06%-10813F-HR/ATimeline
SAPIENT CAPITAL LLC2,985$249K<0.01%+113F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,968$247K0.07%013F-HRTimeline
Dakota Wealth Management2,967$247K0.01%013F-HRTimeline
CFO4Life Group, LLC2,950$246K0.04%-1013F-HRTimeline
SAGE FINANCIAL GROUP INC2,949$246K0.02%-10013F-HRTimeline
Advisors Capital Management, LLC2,934$244K<0.01%new13F-HRTimeline
NewEdge Wealth, LLC2,933$244K<0.01%+57013F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,908$242K0.02%-913F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,900$242K0.01%013F-HRTimeline