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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

914 managers (922 13F filers) reported a position in IJK shares at 2025-12-31, 65,909,166 shares in all. 53 filers opened a position and 48 filers sold out during the quarter.

Managers
914
13F filers
922
New
53
Added
247
Reduced
266
Sold out
48
Shares held by filers
65,909,166

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
GREAT LAKES ADVISORS, LLC6,907$669K0.01%013F-HRTimeline
FineMark National Bank & Trust6,795$658K0.02%013F-HRTimeline
ALERUS FINANCIAL NA6,790$658K0.03%013F-HRTimeline
Pacific Sun Financial Corp6,762$655K0.32%+10013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,716$651K<0.01%+68113F-HRTimelineGroup
Octavia Wealth Advisors, LLC6,706$650K0.06%-13113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,675$647K0.02%-8,32513F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.6,631$642K0.04%+113F-HRTimeline
Bonfire Financial6,618$641K0.48%+113F-HRTimeline
GUERRA PAN ADVISORS, LLC6,609$640K0.38%-413F-HRTimeline
HMS Capital Management, LLC6,582$638K0.26%+2,80913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC6,579$637K0.01%-94313F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,570$637K0.01%-51313F-HRTimelineGroup
Veracity Capital LLC6,524$632K0.19%-4713F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…6,522$632K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC6,473$627K<0.01%+3,30613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.6,471$627K0.24%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,449$625K0.01%013F-HRTimeline
Smith & Howard Wealth Management, LLC6,442$624K0.14%-6813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,440$624K0.04%new13F-HRTimeline
Glen Eagle Advisors, LLC6,409$621K0.08%-13913F-HRTimeline
Legacy Private Trust Co.6,374$618K0.04%-2213F-HRTimeline
Washington Trust Bank6,371$617K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Keel Point, LLC6,365$617K0.04%+413F-HRTimeline
MATHER GROUP, LLC.6,352$615K0.01%+5113F-HRTimeline
MSH Capital Advisors LLC6,340$614K0.13%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…6,326$612K0.01%-17413F-HRTimelineGroup
Signature Wealth Management Partners, L…6,300$610K0.3%013F-HRTimeline
Palisade Asset Management, LLC6,257$606K0.06%013F-HRTimeline
Confluence Wealth Services, Inc.6,254$606K0.03%+3,58013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…6,179$599K0.23%+10913F-HRTimeline
August Group Capital Ltd6,166$597K0.66%13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich6,143$595K<0.01%new13F-HRTimeline
Waldron Private Wealth LLC6,134$594K0.02%013F-HRTimeline
Summit Trail Advisors, LLC6,130$594K0.01%-7,07513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,073$588K0.01%+2813F-HRTimeline
Greenspring Advisors, LLC6,046$586K0.04%new13F-HRTimeline
Pinnacle Financial Group, LLC / IL6,000$581K0.17%+213F-HRTimeline
Key Financial Inc5,979$579K0.11%-63813F-HRTimeline
RPS ADVISORY SOLUTIONS LLC5,929$574K0.27%-9013F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,904$572K0.05%+413F-HRTimeline
IFG Advisors, LLC5,883$570K0.09%+113F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,860$568K0.45%013F-HRTimeline
Destiny Capital Corp/CO5,834$565K0.29%+2,29213F-HRTimeline
Independent Wealth Network Inc.5,757$558K0.17%-8213F-HRTimeline
OneAscent Family Office, LLCin group OneAscent Financial Services …5,753$557K0.38%-5,10813F-HRTimelineGroup
Crusonia Wealth Advisors LLC5,640$546K0.12%13F-HRTimeline
Sunpointe, LLC5,613$544K0.18%+16913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,550$538K0.03%013F-HRTimelineGroup
Geometric Wealth Advisors5,537$536K0.07%013F-HRTimeline
Resonant Capital Advisors, LLC5,500$533K0.03%new13F-HRTimeline
HBK Sorce Advisory LLC5,083$532K0.01%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC5,483$531K0.08%-75613F-HR/ATimeline
CRA Financial Services, LLC5,414$525K0.07%013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,406$524K0.26%013F-HRTimeline
21 West Wealth Management LLC5,404$524K0.48%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,083$523K<0.01%-10513F-HRTimeline
626 Financial, LLC5,380$521K0.23%013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,370$520K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,367$520K0.01%-5513F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,314$515K0.03%013F-HRTimeline
Capital Investment Advisors, LLC5,310$514K0.01%-113F-HRTimeline
Dentgroup LLC5,294$513K0.35%013F-HRTimeline
Pure Financial Advisors, LLC5,293$513K0.01%013F-HRTimeline
Montis Financial, LLC5,246$508K0.1%+1913F-HRTimeline
Sowell Financial Services LLC5,236$507K0.02%+34413F-HRTimeline
Harbour Trust & Investment Management Co5,208$505K0.05%-37513F-HRTimeline
Mattern Wealth Management LLC5,161$500K0.1%013F-HRTimeline
Texas Capital Bank Wealth Management Se…5,120$496K0.03%+1,64013F-HRTimeline
KLCM Advisors, Inc.5,104$494K0.04%new13F-HRTimeline
AE Wealth Management LLC5,060$490K<0.01%+82613F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,051$489K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC5,039$488K0.02%-20513F-HRTimeline
Mezzasalma Advisors, LLC4,903$482K0.12%013F-HRTimeline
Haverford Trust Co4,976$482K<0.01%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC4,901$475K0.28%013F-HRTimeline
MidAtlantic Capital Management, Inc.4,883$473K0.3%+14413F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4,858$471K0.04%013F-HRTimelineGroup
Betterment LLC4,845$469K<0.01%-92013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,839$469K0.02%-10113F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC4,838$469K0.37%013F-HRTimeline
Robertson Stephens Wealth Management, L…4,826$468K0.01%-58213F-HRTimeline
Jacobi Capital Management LLC4,811$466K0.03%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO4,809$466K<0.01%new13F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC4,800$465K0.02%+413F-HRTimeline
Clarity Financial LLC4,784$463K0.04%013F-HRTimeline
SAXON INTERESTS, INC.4,773$462K0.16%+413F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,721$457K0.06%013F-HRTimeline
Biltmore Family Office, LLC4,674$453K0.06%013F-HRTimeline
EFG International AGin group EFG International AG4,640$450K0.01%13F-HRTimelineGroup
Friday Financial4,638$449K0.16%013F-HRTimeline
Meridian Financial Advisors, LLC4,633$449K0.24%-72113F-HRTimeline
HARBOUR INVESTMENTS, INC.4,580$444K0.01%+15313F-HRTimeline
PCG Wealth Advisors, LLC4,571$443K0.13%+513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,524$438K0.03%+62013F-HRTimeline
Belpointe Asset Management LLC4,515$437K0.02%+13213F-HRTimeline
KPP Advisory Services LLC4,464$432K0.06%013F-HRTimeline
Crewe Advisors LLC4,458$432K0.04%013F-HRTimeline
Rothschild Wealth LLC4,452$431K0.04%new13F-HR/ATimeline
Valeo Financial Advisors, LLC4,448$431K0.01%-1,01113F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,445$431K0.06%-1,21013F-HRTimeline
IFG Advisory, LLC4,410$427K0.02%-2513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,410$427K0.01%013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC4,335$420K0.07%13F-HRTimeline
Clientfirst Wealth Management, LLC4,324$419K0.34%013F-HRTimeline
CoreCap Advisors, LLC4,311$418K0.01%+16913F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,242$411K<0.01%-19113F-HRTimelineGroup
WESBANCO BANK INC4,235$410K0.01%-1,41413F-HRTimeline
Meramec Financial Planners, LLC3,913$410K0.16%13F-HRTimeline
Parcion Private Wealth LLC4,229$410K0.02%-2,57513F-HRTimeline
NCM Capital Management, LLC4,185$405K0.15%+313F-HRTimeline
Vickerman Investment Advisors, Inc.4,154$402K0.08%+14213F-HRTimeline
EQUITABLE TRUST CO4,138$401K0.02%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA4,119$399K0.08%013F-HRTimeline
Carnegie Investment Counsel4,096$397K0.01%013F-HRTimeline
All Terrain Financial Advisors, LLC4,086$396K0.12%013F-HRTimeline
Indiana Trust & Investment Management Co4,067$394K0.12%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,068$394K0.02%-58513F-HRTimeline
Sequoia Financial Advisors, LLC4,059$393K<0.01%-2813F-HRTimeline
Community Bank, N.A.4,045$392K0.05%013F-HRTimeline
INTRUST BANK NA3,991$387K0.03%013F-HRTimeline
MKT Advisors LLC3,874$386K0.13%-12613F-HRTimeline
DOLIVER ADVISORS, LP3,980$386K0.1%-10013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,978$385K0.02%-3913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,974$385K<0.01%-713F-HRTimelineGroup
Financial Partners Group, Inc3,810$384K0.04%+113F-HRTimeline
Merkkuri Wealth Advisors LLC3,960$384K0.26%-1,03013F-HRTimeline
American Wealth Advisors, LLC3,934$381K0.37%+813F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,916$379K0.03%013F-HRTimeline
HCR Wealth Advisors3,913$379K0.04%013F-HRTimeline
Everstar Asset Management, LLC3,912$379K0.2%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,900$378K0.03%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.16,937$378K0.01%-1,17013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,893$377K0.01%new13F-HRTimelineGroup
Fisher Asset Management, LLC3,887$377K<0.01%+11113F-HRTimeline
Goldenstone Wealth Management LLC3,886$376K0.28%13F-HRTimeline
One Capital Management, LLC3,847$373K0.01%-16,86413F-HRTimeline
HighPoint Advisor Group LLC3,843$372K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,828$371K0.04%+113F-HRTimeline
Koshinski Asset Management, Inc.3,813$369K0.02%013F-HRTimeline
Integrated Investment Consultants, LLC3,812$369K0.07%-13013F-HR/ATimeline
Carl P. Sherr & Co., LLC3,665$369K0.16%-5213F-HRTimeline
Geneos Wealth Management Inc.3,809$369K0.01%013F-HRTimeline
Linscomb Wealth, Inc.3,794$368K0.02%013F-HRTimeline
Independence Bank of Kentucky3,760$364K0.05%013F-HRTimeline
DOVER ADVISORS, LLC3,751$363K0.14%-8713F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,750$363K0.1%013F-HRTimeline
SAPIENT CAPITAL LLC3,685$361K0.01%+70013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,724$361K<0.01%+1,09513F-HRTimelineGroup
Bay Capital Advisors, LLC3,722$361K0.22%013F-HRTimeline
Johnson Financial Group, LLC3,695$358K0.02%013F-HRTimeline
Breachway Investments LLC3,658$354K0.37%13F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,651$354K0.06%new13F-HRTimeline
Delta Investment Management, LLC3,638$352K0.06%013F-HRTimeline
Glassman Wealth Services3,636$352K0.05%013F-HRTimeline
Trueblood Wealth Management, LLC3,636$352K0.14%+713F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …3,600$349K0.05%-14013F-HRTimeline
Insight Advisors, LLC/ PA3,600$349K0.05%-12013F-HRTimeline
Balboa Wealth Partners3,580$347K0.06%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,574$346K<0.01%+58013F-HRTimelineGroup
KCM INVESTMENT ADVISORS LLC3,550$344K0.01%013F-HRTimeline
Bensler, LLC3,504$339K0.03%-20013F-HRTimeline
FAS Wealth Partners, Inc.3,500$339K0.02%-1313F-HRTimeline
Ally Invest Advisors Inc.3,480$337K0.02%+1213F-HRTimeline
Accredited Investors Inc.3,469$336K0.02%-13713F-HRTimeline
Parkside Financial Bank & Trust3,453$335K0.03%013F-HRTimeline
DAVENPORT & Co LLC3,451$334K<0.01%-66513F-HRTimeline
WEDBUSH SECURITIES INC3,435$333K0.01%+1,00613F-HRTimeline
Sandy Cove Advisors, LLC3,434$333K0.1%+313F-HRTimeline
Terril Brothers, Inc.3,406$330K0.09%-50013F-HRTimeline
Mayflower Financial Advisors, LLC3,405$330K0.04%-18613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,221$330K0.02%+8713F-HRTimelineGroup
NORTHEAST INVESTMENT MANAGEMENT3,402$330K0.01%013F-HRTimeline
2UniFi Bank3,390$328K0.16%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,385$328K0.01%013F-HRTimelineGroup
Wick Capital Partners, LLC3,383$328K0.06%013F-HR/ATimeline
MLP3, LLC3,348$324K0.35%13F-HRTimeline
American Trust3,337$323K0.03%+4113F-HRTimeline
LANARK FINANCIAL, INC.3,329$323K0.02%+22813F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,301$320K0.05%+413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,296$319K<0.01%013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…3,291$319K0.1%-5813F-HRTimeline
Cove Private Wealth, LLC3,290$319K0.09%013F-HRTimeline
Opus Financial Solutions LLC3,280$318K0.3%13F-HRTimeline
Old Peak Finance LLC3,280$318K0.2%13F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,273$317K0.03%+113F-HRTimeline
Probity Advisors, Inc.3,260$316K0.05%013F-HRTimeline
Richmond Investment Services, LLC3,247$315K0.05%+213F-HRTimeline
STAR Financial Bank3,246$314K0.16%013F-HRTimeline
Clayton Financial Group LLC3,246$314K0.16%+38413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.3,236$314K0.03%-24513F-HRTimeline
Composition Wealth, LLC3,218$312K<0.01%+113F-HRTimeline
Elm Partners Management LLC3,215$312K0.01%+613F-HR/ATimeline
SCS Capital Management LLC3,201$310K<0.01%-8,80813F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK3,200$310K0.15%013F-HRTimeline
High Falls Advisors, Inc3,200$310K0.06%013F-HRTimeline
Matthew Goff Investment Advisor, LLC3,199$310K0.05%013F-HRTimeline
FARMERS TRUST CO3,168$307K0.05%013F-HRTimeline
Strategic Blueprint, LLC3,150$305K0.02%+113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,129$303K0.01%-15713F-HRTimelineGroup