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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

861 managers (870 13F filers) reported a position in IJK shares at 2025-06-30, 67,232,247 shares in all. 67 filers opened a position and 55 filers sold out during the quarter.

Managers
861
13F filers
870
New
67
Added
206
Reduced
311
Sold out
55
Shares held by filers
67,232,247

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CAHABA WEALTH MANAGEMENT, INC.6,630$603K0.05%-24013F-HRTimeline
Bonfire Financial6,616$602K0.49%+113F-HRTimeline
GUERRA PAN ADVISORS, LLC6,613$602K0.4%013F-HRTimeline
Veracity Capital LLC6,575$598K0.21%-4813F-HRTimeline
Glen Eagle Advisors, LLC6,571$598K0.09%-9913F-HRTimeline
Prospera Financial Services Inc6,504$593K0.01%+3,91213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.6,471$589K0.28%013F-HRTimeline
Legacy Private Trust Co.6,400$582K0.04%013F-HRTimeline
Washington Trust Bank6,371$580K0.05%-23013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Keel Point, LLC6,358$578K0.04%+313F-HRTimeline
MSH Capital Advisors LLC6,340$577K0.17%013F-HRTimeline
Quantinno Capital Management LP6,329$576K<0.01%-1,91913F-HRTimeline
MATHER GROUP, LLC.6,301$573K0.01%-5013F-HRTimeline
Signature Wealth Management Partners, L…6,300$573K0.33%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,281$571K0.01%-7413F-HRTimeline
LexAurum Advisors, LLC6,280$571K0.09%+613F-HRTimeline
Palisade Asset Management, LLC6,257$569K0.06%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,200$564K0.31%-7913F-HRTimeline
IFP Advisors, Inc6,172$562K0.02%-93,47513F-HRTimeline
Novak & Powell Financial Services, Inc.6,148$559K0.39%-10,49013F-HRTimeline
Waldron Private Wealth LLC6,134$558K0.02%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…6,065$552K0.25%+613F-HRTimeline
Betterment LLC6,055$551K<0.01%+88813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,044$550K0.01%-613F-HRTimeline
Pinnacle Financial Group, LLC / IL5,996$545K0.18%+213F-HRTimeline
Meridian Financial Advisors, LLC5,944$541K0.35%+7513F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,900$537K0.06%013F-HRTimeline
IFG Advisors, LLC5,882$535K0.09%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,860$533K0.46%013F-HRTimeline
Independent Wealth Network Inc.5,796$527K0.19%-3313F-HRTimeline
VestGen Advisors, LLC5,757$524K0.02%013F-HRTimeline
WESBANCO BANK INC5,692$518K0.02%+6813F-HRTimeline
Plante Moran Financial Advisors, LLC5,629$512K0.04%+2,50413F-HRTimeline
Wealthstream Advisors, Inc.5,611$510K0.08%-9013F-HRTimeline
Harbour Trust & Investment Management Co5,583$508K0.06%-12113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,572$507K<0.01%013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,550$505K0.03%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.5,544$504K0.21%-80113F-HRTimeline
Geometric Wealth Advisors5,537$504K0.08%013F-HRTimeline
CRA Financial Services, LLC5,489$499K0.08%-513F-HRTimeline
Sunpointe, LLC5,444$495K0.2%+4413F-HRTimeline
Robertson Stephens Wealth Management, L…5,408$492K0.02%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,406$492K0.25%013F-HRTimeline
21 West Wealth Management LLC5,404$492K0.5%13F-HRTimeline
Aviso Financial Inc.5,397$491K0.02%+513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,383$490K<0.01%-30513F-HRTimeline
626 Financial, LLC5,380$489K0.23%013F-HR/ATimeline
SAGESPRING WEALTH PARTNERS, LLC5,346$486K0.01%-2913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,314$483K0.03%013F-HRTimeline
Dentgroup LLC5,294$482K0.33%-8113F-HRTimeline
HMS Capital Management, LLC5,294$482K0.22%-2,79113F-HRTimeline
Pure Financial Advisors, LLC5,256$478K0.01%+52513F-HRTimeline
Gladstone Institutional Advisory LLC5,254$478K0.02%+54513F-HRTimeline
Amplius Wealth Advisors, LLC5,240$477K0.04%-3,43513F-HRTimeline
Mattern Wealth Management LLC5,236$476K0.1%-48813F-HRTimeline
Capital Investment Advisors, LLC5,200$473K0.01%+1613F-HR/ATimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,126$466K0.01%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC5,098$464K0.03%new13F-HRTimeline
HBK Sorce Advisory LLC5,083$462K0.01%-63313F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,051$460K0.06%013F-HRTimeline
Tradewinds, LLC.4,982$453K0.34%new13F-HRTimeline
Merkkuri Wealth Advisors LLC4,982$453K0.34%-5,55013F-HRTimeline
Haverford Trust Co4,976$453K<0.01%013F-HRTimeline
Mezzasalma Advisors, LLC4,903$446K0.13%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC4,901$446K0.28%013F-HRTimeline
Sowell Financial Services LLC4,886$445K0.02%+513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,858$442K0.04%013F-HRTimelineGroup
Valeo Financial Advisors, LLC4,849$441K0.01%+33513F-HR/ATimeline
ALLIUM FINANCIAL ADVISORS, LLC4,838$440K0.38%013F-HR/ATimeline
Jacobi Capital Management LLC4,811$438K0.03%013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,780$435K0.08%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,749$432K0.03%-87713F-HRTimeline
MidAtlantic Capital Management, Inc.4,739$431K0.31%-3913F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,721$430K0.05%013F-HRTimeline
Biltmore Family Office, LLC4,674$425K0.07%013F-HRTimeline
Friday Financial4,638$422K0.21%013F-HRTimeline
PCG Wealth Advisors, LLC4,626$421K0.22%+413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,577$416K<0.01%-2,80113F-HRTimelineGroup
IFG Advisory, LLC4,500$409K0.02%-18413F-HRTimeline
Mutual Advisors, LLC4,299$407K0.01%-29513F-HRTimeline
KPP Advisory Services LLC4,464$406K0.07%-17513F-HR/ATimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,463$406K<0.01%-1,18213F-HRTimelineGroup
Perritt Capital Management Inc4,434$403K0.21%+713F-HR/ATimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,410$401K0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC4,406$401K0.02%-3413F-HRTimeline
SAXON INTERESTS, INC.4,747$395K0.18%013F-HRTimeline
Clientfirst Wealth Management, LLC4,324$393K0.4%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,209$390K0.04%013F-HRTimeline
Vertex Planning Partners, LLC4,272$389K0.08%013F-HRTimeline
MGO ONE SEVEN LLC4,266$388K0.01%-15813F-HRTimeline
UPTICK PARTNERS, LLC4,252$387K0.11%-7113F-HRTimeline
Sequoia Financial Advisors, LLC4,190$381K<0.01%+78713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,155$381K0.07%013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO4,181$380K<0.01%-25,31813F-HRTimeline
NCM Capital Management, LLC4,180$380K0.16%-19813F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA4,160$378K0.08%+18213F-HRTimeline
EQUITABLE TRUST CO4,159$378K0.02%013F-HRTimeline
Total Wealth Planning, LLC4,133$376K0.05%+113F-HRTimeline
Bensler, LLC4,103$373K0.04%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,099$373K0.02%-17213F-HRTimelineGroup
Carnegie Investment Counsel4,096$373K0.01%-113F-HRTimeline
Integrated Investment Consultants, LLC4,092$372K0.07%-8413F-HRTimeline
All Terrain Financial Advisors, LLC4,086$372K0.13%013F-HRTimeline
DOLIVER ADVISORS, LP4,080$371K0.1%-11813F-HRTimeline
Geneos Wealth Management Inc.4,077$371K0.01%-2,93113F-HRTimeline
Indiana Trust & Investment Management Co4,067$370K0.12%-7213F-HRTimeline
Northeast Financial Consultants Inc4,064$370K0.02%013F-HRTimeline
Community Bank, N.A.4,045$368K0.05%013F-HRTimeline
MKT Advisors LLC4,000$366K0.15%013F-HRTimeline
Vickerman Investment Advisors, Inc.4,012$365K0.08%-11413F-HRTimeline
INTRUST BANK NA3,991$363K0.03%013F-HRTimeline
RFG Advisory, LLC3,986$363K0.01%-2,20013F-HRTimeline
Linscomb Wealth, Inc.3,955$360K0.02%-15513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,927$360K<0.01%+85113F-HRTimelineGroup
NORRIS PERNE & FRENCH LLP/MI3,916$356K0.02%-1213F-HRTimeline
HCR Wealth Advisors3,913$356K0.04%-7813F-HRTimeline
Everstar Asset Management, LLC3,912$356K0.22%-69713F-HRTimeline
Terril Brothers, Inc.3,906$355K0.13%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,890$354K0.02%013F-HRTimelineGroup
Richmond Investment Services, LLC3,880$353K0.07%new13F-HRTimeline
Accredited Investors Inc.3,854$351K0.02%-22813F-HRTimeline
DOVER ADVISORS, LLC3,827$348K0.15%-32813F-HRTimeline
Koshinski Asset Management, Inc.3,813$347K0.03%+1213F-HRTimeline
Financial Partners Group, Inc3,808$346K0.05%+113F-HRTimeline
AE Wealth Management LLC3,801$346K<0.01%-37613F-HRTimeline
Carl P. Sherr & Co., LLC3,782$344K0.17%013F-HRTimeline
Independence Bank of Kentucky3,760$342K0.05%013F-HRTimeline
Smith Anglin Financial, LLC3,742$340K0.03%-49713F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …3,740$340K0.06%013F-HRTimeline
Bay Capital Advisors, LLC3,722$339K0.26%013F-HRTimeline
Insight Advisors, LLC/ PA3,720$338K0.05%-33313F-HRTimeline
Johnson Financial Group, LLC3,695$336K0.03%-64713F-HRTimeline
Delta Investment Management, LLC3,637$331K0.06%-1,08913F-HRTimeline
HARBOUR INVESTMENTS, INC.3,637$331K0.01%-1,01413F-HRTimeline
Glassman Wealth Services3,636$331K0.05%013F-HRTimeline
Trueblood Wealth Management, LLC3,624$330K0.14%+513F-HRTimeline
Mayflower Financial Advisors, LLC3,591$327K0.05%013F-HRTimeline
Ally Invest Advisors Inc.3,561$324K0.03%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,550$323K0.01%013F-HRTimeline
STAR Financial Bank3,521$320K0.2%-32513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,490$318K0.07%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,482$317K0.04%+113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,481$317K0.03%-29513F-HRTimeline
Texas Capital Bank Wealth Management Se…3,480$317K0.03%-6,30013F-HRTimeline
FAS Wealth Partners, Inc.3,455$314K0.02%-1813F-HRTimeline
Parkside Financial Bank & Trust3,453$314K0.03%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,435$313K0.01%-64313F-HRTimelineGroup
ARQ WEALTH ADVISORS, LLC3,750$312K0.11%013F-HRTimeline
Composition Wealth, LLC3,431$312K0.01%new13F-HRTimeline
Sandy Cove Advisors, LLC3,429$312K0.11%+313F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…3,425$312K0.1%-3613F-HRTimeline
Smith & Howard Wealth Management, LLC3,420$311K0.08%+413F-HRTimeline
Annex Advisory Services, LLC3,416$311K0.01%-14013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT3,402$310K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,394$309K0.01%013F-HRTimelineGroup
2UniFi Bank3,390$308K0.18%+1,10013F-HRTimeline
American Trust3,390$308K0.03%new13F-HRTimeline
Wick Capital Partners, LLC25,167$308K0.08%+21,78413F-HRTimeline
BlueChip Wealth Advisors LLC3,351$305K0.14%013F-HRTimeline
DAVENPORT & Co LLC3,341$304K<0.01%-10113F-HRTimeline
Destiny Capital Corp/CO3,335$303K0.18%+21013F-HRTimeline
Insight Inv LLC3,312$301K0.2%-5613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,293$300K0.06%+413F-HRTimeline
Foundations Investment Advisors, LLC3,291$299K<0.01%+53013F-HRTimeline
Cove Private Wealth, LLC3,290$299K0.11%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,272$298K0.04%+113F-HRTimeline
Cornerstone Wealth Management, LLC3,264$297K0.02%-413F-HRTimeline
Probity Advisors, Inc.3,260$297K0.05%-28413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,134$294K0.02%013F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC3,220$293K0.02%013F-HRTimeline
Strategic Blueprint, LLC3,205$292K0.01%+47413F-HRTimeline
David Wealth Management LLC3,202$291K0.22%+36213F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK3,200$291K0.16%013F-HRTimeline
High Falls Advisors, Inc3,200$291K0.06%-40013F-HRTimeline
Matthew Goff Investment Advisor, LLC3,199$291K0.05%013F-HRTimeline
FARMERS TRUST CO3,168$288K0.05%-25613F-HRTimeline
IEQ CAPITAL, LLC3,163$288K<0.01%+313F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,155$287K0.16%new13F-HRTimeline
Thomasville National Bank3,133$285K0.02%-40613F-HRTimeline
MMA ASSET MANAGEMENT LLC3,116$283K0.11%013F-HRTimeline
NewEdge Wealth, LLC3,059$282K<0.01%+12613F-HRTimeline
LANARK FINANCIAL, INC.3,101$282K0.02%013F-HRTimeline
Alpha Cubed Investments, LLC3,054$278K0.01%new13F-HRTimeline
Clearwater Capital Advisors, LLC3,036$276K0.03%013F-HRTimeline
Institute for Wealth Management, LLC.3,032$276K0.03%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC3,030$276K0.01%013F-HRTimeline
BAILARD, INC.3,003$273K0.01%-6913F-HRTimeline
Connecticut Wealth Management, LLC3,000$273K0.01%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,993$272K<0.01%013F-HR/ATimelineGroup
SAPIENT CAPITAL LLC2,985$272K<0.01%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,968$270K0.06%013F-HRTimeline
Dakota Wealth Management2,967$270K0.01%013F-HRTimeline
MOTCO2,886$268K0.03%013F-HRTimeline
SAGE FINANCIAL GROUP INC2,949$268K0.02%013F-HRTimeline
HRT FINANCIAL LP2,949$268K<0.01%new13F-HRTimeline
Baker Avenue Asset Management, LP2,942$268K0.01%-5313F-HRTimeline
Stanich Group LLC2,875$267K0.24%-68113F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,908$265K0.02%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,900$264K0.01%013F-HRTimeline
Creekside Partners2,892$263K0.12%013F-HRTimeline