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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

875 managers (884 13F filers) reported a position in IJK shares at 2025-09-30, 64,982,891 shares in all. 59 filers opened a position and 37 filers sold out during the quarter.

Managers
875
13F filers
884
New
59
Added
224
Reduced
285
Sold out
37
Shares held by filers
64,982,891

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,500$623K0.01%-94213F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.6,471$621K0.27%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,449$618K0.01%+16813F-HRTimeline
Legacy Private Trust Co.6,396$613K0.04%-413F-HRTimeline
Daner Wealth Management, LLC6,461$611K0.4%013F-HRTimeline
Washington Trust Bank6,371$611K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Keel Point, LLC6,361$610K0.04%+313F-HRTimeline
MSH Capital Advisors LLC6,340$608K0.16%013F-HRTimeline
MATHER GROUP, LLC.6,301$604K0.01%013F-HRTimeline
Signature Wealth Management Partners, L…6,300$604K0.32%013F-HRTimeline
Hershey Financial Advisers, LLC6,290$603K0.52%new13F-HRTimeline
Palisade Asset Management, LLC6,257$600K0.06%013F-HRTimeline
LexAurum Advisors, LLC6,246$599K0.08%-3413F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC6,239$598K0.09%-98,87813F-HRTimeline
Waldron Private Wealth LLC6,134$588K0.02%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…6,070$582K0.24%+513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,045$580K0.01%+113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,035$579K<0.01%+46313F-HRTimelineGroup
Royal Fund Management, LLC6,007$577K0.07%-1,15013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,019$577K0.28%-18113F-HRTimeline
Pinnacle Financial Group, LLC / IL5,998$575K0.17%+213F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,900$566K0.06%013F-HRTimeline
IFG Advisors, LLC5,882$564K0.09%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,860$562K0.45%013F-HRTimeline
Independent Wealth Network Inc.5,839$560K0.18%+4313F-HRTimeline
HAZLETT, BURT & WATSON, INC.5,832$558K0.2%+28813F-HRTimeline
Betterment LLC5,765$553K<0.01%-29013F-HRTimeline
VestGen Advisors, LLC5,757$552K0.02%013F-HRTimeline
Aviso Financial Inc.5,722$549K0.02%+32513F-HRTimeline
IBEX WEALTH ADVISORS5,721$549K0.05%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,655$542K0.09%+1,50013F-HRTimeline
WESBANCO BANK INC5,649$542K0.02%-4313F-HRTimeline
Plante Moran Financial Advisors, LLC5,629$540K0.03%013F-HRTimeline
Harbour Trust & Investment Management Co5,583$535K0.06%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,550$532K0.03%013F-HRTimelineGroup
Geometric Wealth Advisors5,537$531K0.07%013F-HRTimeline
Valeo Financial Advisors, LLC5,459$523K0.01%+61013F-HRTimeline
Sunpointe, LLC5,444$522K0.19%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,422$520K0.01%+7613F-HRTimeline
CRA Financial Services, LLC5,414$519K0.07%-7513F-HRTimeline
Robertson Stephens Wealth Management, L…5,408$519K0.02%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,406$518K0.26%013F-HRTimeline
21 West Wealth Management LLC5,404$518K0.49%013F-HRTimeline
626 Financial, LLC5,380$516K0.23%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,370$515K0.01%+24413F-HRTimeline
Net Worth Advisory Group5,362$514K0.15%-36,96713F-HRTimeline
Meridian Financial Advisors, LLC5,354$513K0.29%-59013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,314$510K0.03%013F-HRTimeline
Capital Investment Advisors, LLC5,311$509K0.01%+11113F-HRTimeline
Dentgroup LLC5,294$508K0.33%013F-HRTimeline
Pure Financial Advisors, LLC5,293$508K0.01%+3713F-HRTimeline
Gladstone Institutional Advisory LLC5,244$503K0.02%-1013F-HRTimeline
Montis Financial, LLC5,227$501K0.12%new13F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,188$501K<0.01%-19513F-HRTimeline
Mattern Wealth Management LLC5,161$495K0.1%-7513F-HRTimeline
HBK Sorce Advisory LLC5,083$486K0.01%013F-HR/ATimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,051$484K0.06%013F-HRTimeline
Merkkuri Wealth Advisors LLC4,990$479K0.35%+813F-HRTimeline
Haverford Trust Co4,976$477K<0.01%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,940$474K0.03%+1,72013F-HRTimeline
Mezzasalma Advisors, LLC4,903$470K0.12%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC4,901$470K0.27%013F-HRTimeline
Sowell Financial Services LLC4,892$469K0.02%+613F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,858$466K0.04%013F-HRTimelineGroup
ALLIUM FINANCIAL ADVISORS, LLC4,838$464K0.38%013F-HRTimeline
Jacobi Capital Management LLC4,811$461K0.03%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC4,796$460K0.02%-30213F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC4,791$459K0.08%+1113F-HRTimeline
Clarity Financial LLC4,784$459K0.05%new13F-HRTimeline
MidAtlantic Capital Management, Inc.4,739$454K0.31%013F-HRTimeline
SAXON INTERESTS, INC.4,769$454K0.18%+2213F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,721$453K0.06%013F-HRTimeline
Biltmore Family Office, LLC4,674$448K0.06%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,653$446K0.03%-9613F-HRTimeline
Friday Financial4,638$445K0.19%013F-HRTimeline
PCG Wealth Advisors, LLC4,566$438K0.13%-6013F-HRTimeline
KPP Advisory Services LLC4,464$428K0.06%013F-HRTimeline
Crewe Advisors LLC4,458$427K0.04%-5,45013F-HRTimeline
Perritt Capital Management Inc4,442$426K0.2%+813F-HRTimeline
IFG Advisory, LLC4,435$425K0.02%-6513F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,433$425K<0.01%-3013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,427$424K0.01%+79013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,410$423K0.01%013F-HRTimelineGroup
Mutual Advisors, LLC4,367$422K0.01%+6813F-HRTimeline
Belpointe Asset Management LLC4,383$420K0.02%+2,11513F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …4,357$419K<0.01%+43013F-HRTimelineGroup
Clientfirst Wealth Management, LLC4,324$415K0.33%013F-HRTimeline
Vertex Planning Partners, LLC4,272$410K0.08%013F-HRTimeline
AE Wealth Management LLC4,234$406K<0.01%+43313F-HRTimeline
NCM Capital Management, LLC4,182$401K0.16%+213F-HRTimeline
CoreCap Advisors, LLC4,142$397K0.01%-26413F-HRTimeline
EQUITABLE TRUST CO4,138$397K0.02%-2113F-HRTimeline
Total Wealth Planning, LLC4,134$396K0.05%+113F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA4,119$395K0.08%-4113F-HRTimeline
DAVENPORT & Co LLC4,116$395K<0.01%+77513F-HRTimeline
Carnegie Investment Counsel4,096$393K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC4,087$392K<0.01%-10313F-HRTimeline
All Terrain Financial Advisors, LLC4,086$392K0.13%013F-HRTimeline
DOLIVER ADVISORS, LP4,080$391K0.1%013F-HRTimeline
Indiana Trust & Investment Management Co4,067$390K0.12%013F-HRTimeline
Community Bank, N.A.4,045$388K0.05%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT4,017$385K0.02%-8213F-HRTimelineGroup
Vickerman Investment Advisors, Inc.4,012$385K0.08%013F-HRTimeline
MKT Advisors LLC4,000$384K0.14%013F-HRTimeline
Wealthstream Advisors, Inc.4,000$384K0.06%-1,61113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,994$383K0.01%-12,52613F-HRTimelineGroup
INTRUST BANK NA3,991$383K0.03%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,981$382K<0.01%new13F-HRTimelineGroup
Integrated Investment Consultants, LLC3,942$378K0.06%-15013F-HRTimeline
HCR Wealth Advisors3,913$377K0.04%013F-HRTimeline
American Wealth Advisors, LLC3,926$376K0.37%13F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,916$376K0.03%013F-HRTimeline
Everstar Asset Management, LLC3,912$375K0.21%013F-HRTimeline
Terril Brothers, Inc.3,906$375K0.11%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC3,904$374K0.03%-30513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,900$374K0.03%+1013F-HRTimelineGroup
UPTICK PARTNERS, LLC3,888$373K0.1%-36413F-HRTimeline
DOVER ADVISORS, LLC3,838$368K0.15%+1113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,827$367K0.04%+34513F-HRTimeline
Koshinski Asset Management, Inc.3,813$366K0.02%013F-HRTimeline
Geneos Wealth Management Inc.3,809$365K0.01%-26813F-HRTimeline
Financial Partners Group, Inc3,809$365K0.05%+113F-HRTimeline
CONGRESS ASSET MANAGEMENT CO3,803$365K<0.01%-37813F-HRTimeline
Linscomb Wealth, Inc.3,794$364K0.02%-16113F-HRTimeline
Fisher Asset Management, LLC3,776$362K<0.01%new13F-HRTimeline
HMS Capital Management, LLC3,773$362K0.15%-1,52113F-HRTimeline
Independence Bank of Kentucky3,760$361K0.05%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,750$360K0.11%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …3,740$359K0.06%013F-HRTimeline
Insight Advisors, LLC/ PA3,720$357K0.05%013F-HRTimeline
Bay Capital Advisors, LLC3,722$357K0.23%013F-HRTimeline
Carl P. Sherr & Co., LLC3,717$356K0.17%-6513F-HRTimeline
Bensler, LLC3,704$355K0.04%-39913F-HRTimeline
Johnson Financial Group, LLC3,695$354K0.03%013F-HRTimeline
Delta Investment Management, LLC3,638$349K0.06%+113F-HRTimeline
Glassman Wealth Services3,636$349K0.05%013F-HRTimeline
Trueblood Wealth Management, LLC3,629$348K0.14%+513F-HRTimeline
Accredited Investors Inc.3,606$346K0.02%-24813F-HRTimeline
Mayflower Financial Advisors, LLC3,591$344K0.04%013F-HRTimeline
Balboa Wealth Partners3,580$343K0.06%new13F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,550$340K0.01%013F-HRTimeline
Destiny Capital Corp/CO3,542$340K0.19%+20713F-HRTimeline
FAS Wealth Partners, Inc.3,513$337K0.02%+5813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,490$335K0.07%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,481$334K0.03%013F-HRTimeline
Texas Capital Bank Wealth Management Se…3,480$334K0.03%013F-HRTimeline
Ally Invest Advisors Inc.3,468$333K0.02%-9313F-HRTimeline
Parkside Financial Bank & Trust3,453$331K0.03%013F-HRTimeline
Sandy Cove Advisors, LLC3,431$329K0.11%+213F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT3,402$326K0.01%013F-HRTimeline
2UniFi Bank3,390$325K0.16%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,385$325K0.01%-913F-HRTimelineGroup
Wick Capital Partners, LLC3,383$324K0.08%-21,78413F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…3,349$321K0.11%-7613F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,297$316K0.06%+413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,296$316K<0.01%+68813F-HRTimeline
American Trust3,296$316K0.03%-9413F-HRTimeline
Cove Private Wealth, LLC3,290$315K0.1%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,286$315K0.01%-14913F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC3,272$314K0.04%013F-HRTimeline
Probity Advisors, Inc.3,260$313K0.05%013F-HRTimeline
STAR Financial Bank3,246$311K0.18%-27513F-HRTimeline
Richmond Investment Services, LLC3,245$311K0.06%-63513F-HRTimeline
Composition Wealth, LLC3,217$309K<0.01%-21413F-HRTimeline
Elm Partners Management LLC3,209$308K0.01%new13F-HR/ATimeline
SECURITY NATIONAL BANK OF SO DAK3,200$307K0.15%013F-HRTimeline
High Falls Advisors, Inc3,200$307K0.06%013F-HRTimeline
Matthew Goff Investment Advisor, LLC3,199$307K0.05%013F-HRTimeline
FARMERS TRUST CO3,168$304K0.05%013F-HRTimeline
IEQ CAPITAL, LLC3,167$304K<0.01%+413F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,155$303K0.15%013F-HRTimeline
Strategic Blueprint, LLC3,149$302K0.01%-5613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,134$301K0.02%013F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC3,116$299K0.1%013F-HRTimeline
LANARK FINANCIAL, INC.3,101$297K0.02%013F-HRTimeline
NewEdge Wealth, LLC3,059$293K<0.01%013F-HRTimeline
Insight Inv LLC3,044$292K0.17%-26813F-HRTimeline
Clearwater Capital Advisors, LLC3,036$291K0.02%013F-HRTimeline
Thomasville National Bank3,033$291K0.02%-10013F-HRTimeline
Amplius Wealth Advisors, LLC3,031$291K0.03%-2,20913F-HRTimeline
Institute for Wealth Management, LLC.3,008$288K0.03%-2413F-HRTimeline
BAILARD, INC.3,003$288K0.01%013F-HRTimeline
Connecticut Wealth Management, LLC3,000$288K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,994$287K<0.01%+24513F-HRTimelineGroup
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,993$287K<0.01%013F-HRTimelineGroup
SAPIENT CAPITAL LLC2,985$286K<0.01%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,977$285K0.01%-5313F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,968$285K0.05%013F-HRTimeline
SAGE FINANCIAL GROUP INC2,949$283K0.02%013F-HRTimeline
Creekside Partners2,931$281K0.12%+3913F-HRTimeline
Baker Avenue Asset Management, LP2,922$280K0.01%-2013F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,908$279K0.02%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,900$278K0.01%013F-HRTimeline
MOTCO2,886$277K0.03%013F-HRTimeline
Huntleigh Advisors, Inc.2,883$276K0.05%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,875$276K0.02%013F-HRTimeline
Clayton Financial Group LLC2,862$274K0.2%new13F-HRTimeline
Aufman Associates Inc2,859$274K0.15%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,844$273K<0.01%013F-HRTimelineGroup
CHEMUNG CANAL TRUST CO2,809$269K0.05%013F-HRTimeline