Skip to content
Disclosery

IJK ISHARES TR

Follow

S&P MC 400GR ETF (fund)

928 managers (939 13F filers) reported a position in IJK shares at 2026-03-31, 70,959,683 shares in all. 67 filers opened a position and 47 filers sold out during the quarter.

Managers
928
13F filers
939
New
67
Added
246
Reduced
286
Sold out
47
Shares held by filers
70,959,683

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
First Heartland Consultants, Inc.7,106$715K0.05%-18413F-HRTimeline
Outlook Wealth Advisors, LLC7,077$712K0.17%-58313F-HRTimeline
Nicholas Hoffman & Company, LLC.7,056$710K0.02%013F-HRTimeline
Montis Financial, LLC7,024$707K0.15%+1,77813F-HRTimeline
Corundum Group, Inc.7,000$704K0.24%-20013F-HRTimeline
Prosperity Planning, Inc.6,910$695K0.18%-3413F-HRTimeline
CHOREO, LLC6,907$695K0.01%-94713F-HRTimeline
Hubbell Strickland Wealth Management, L…6,899$694K0.28%-32613F-HRTimeline
Pacific Sun Financial Corp6,892$693K0.34%+13013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp6,887$693K0.03%-50113F-HRTimelineGroup
Z3 Capital Partners, LLC6,884$693K0.18%-29313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC6,711$686K0.01%-45313F-HRTimeline
Compass Financial Group, Inc. (Ohio)6,808$685K0.5%-40013F-HRTimeline
ALERUS FINANCIAL NA6,787$683K0.03%-313F-HRTimeline
AE Wealth Management LLC6,745$679K<0.01%+1,68513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC6,703$674K0.01%+12413F-HRTimelineGroup
MATHER GROUP, LLC.6,655$670K0.01%+30313F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co6,644$669K<0.01%-2,60513F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.6,631$667K0.05%013F-HRTimeline
Glen Eagle Advisors, LLC6,625$667K0.09%+21613F-HRTimeline
Bonfire Financial6,619$666K0.5%+113F-HRTimeline
Octavia Wealth Advisors, LLC6,608$665K0.06%-9813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,596$663K<0.01%-12013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,551$659K0.01%-1913F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC6,449$649K0.01%013F-HRTimeline
Smith & Howard Wealth Management, LLC6,442$648K0.14%013F-HRTimeline
Washington Trust Bank6,371$641K0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Legacy Private Trust Co.6,370$641K0.04%-413F-HRTimeline
Keel Point, LLC6,366$641K0.04%+113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,365$641K0.02%-31013F-HRTimelineGroup
MSH Capital Advisors LLC6,340$638K0.14%013F-HRTimeline
Signature Wealth Management Partners, L…6,300$634K0.32%013F-HRTimeline
LexAurum Advisors, LLC6,258$630K0.08%13F-HRTimeline
Palisade Asset Management, LLC6,257$630K0.06%013F-HRTimeline
Confluence Wealth Services, Inc.6,254$629K0.02%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,207$625K0.04%new13F-HRTimeline
August Group Capital Ltd6,172$621K0.72%+613F-HRTimeline
GUERRA PAN ADVISORS, LLC6,162$620K0.38%-44713F-HRTimeline
Park Place Capital Corp6,162$620K0.12%-4,02513F-HRTimeline
Waldron Private Wealth LLC6,134$617K0.02%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…6,133$617K0.26%-4613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP6,103$614K0.01%+3013F-HRTimeline
Greenspring Advisors, LLC6,046$608K0.04%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,037$607K0.04%-40313F-HRTimeline
Pinnacle Financial Group, LLC / IL6,002$604K0.17%+213F-HRTimeline
Key Financial Inc5,979$602K0.11%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC5,904$594K0.06%013F-HR/ATimeline
IFG Advisors, LLC5,883$592K0.1%013F-HRTimeline
Independent Wealth Network Inc.5,702$574K0.17%-5513F-HRTimeline
Destiny Capital Corp/CO5,670$571K0.3%-16413F-HRTimeline
Sunpointe, LLC5,613$565K0.19%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,560$559K0.45%-30013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.5,550$558K0.05%013F-HRTimelineGroup
Geometric Wealth Advisors5,537$557K0.07%013F-HRTimeline
Crusonia Wealth Advisors LLC5,520$555K0.11%-12013F-HRTimeline
Vann Equity Management LLC5,519$555K0.4%13F-HRTimeline
Resonant Capital Advisors, LLC5,500$553K0.03%013F-HRTimeline
IEQ CAPITAL, LLC5,481$551K<0.01%-99213F-HRTimeline
Pure Financial Advisors, LLC5,457$549K0.01%+16413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.5,411$544K0.2%-1,06013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC5,406$544K0.26%013F-HRTimeline
CRA Financial Services, LLC5,404$544K0.07%-1013F-HRTimeline
21 West Wealth Management LLC5,404$544K0.51%013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,380$541K0.09%+1,04513F-HRTimeline
626 Financial, LLC5,380$541K0.24%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,370$540K0.01%+313F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC5,370$540K0.01%013F-HRTimeline
MidAtlantic Capital Management, Inc.5,327$536K0.37%+44413F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…5,083$535K0.01%013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC5,304$534K0.03%-1013F-HRTimeline
Capital Investment Advisors, LLC5,300$533K0.01%-1013F-HR/ATimeline
Navigate Wealth Management, LLC4,758$522K0.37%13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO5,167$520K<0.01%+35813F-HRTimelineGroup
Texas Capital Bank Wealth Management Se…5,120$515K0.03%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC5,118$515K0.07%-36513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC5,107$514K0.05%+5613F-HRTimeline
KLCM Advisors, Inc.5,104$514K0.04%013F-HRTimeline
United Community Bankin group United Community Bank5,046$508K0.17%-2,35613F-HRTimelineGroup
Hershey Financial Advisers, LLC5,029$506K0.44%new13F-HRTimeline
RENASANT BANK5,000$503K0.36%-3,39313F-HRTimeline
Belpointe Asset Management LLC4,991$502K0.02%+47613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,978$501K0.01%-1,34813F-HRTimelineGroup
Haverford Trust Co4,976$501K<0.01%013F-HRTimeline
WESTFIELD CAPITAL MANAGEMENT CO LP4,905$494K<0.01%new13F-HRTimeline
Mezzasalma Advisors, LLC4,903$493K0.13%013F-HRTimeline
PETRA FINANCIAL ADVISORS INC4,901$493K0.31%013F-HRTimeline
IBEX WEALTH ADVISORS4,898$493K0.05%new13F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC4,838$487K0.39%013F-HRTimeline
Robertson Stephens Wealth Management, L…4,827$486K0.01%+113F-HRTimeline
Destination Wealth Management4,819$485K0.01%new13F-HRTimeline
Jacobi Capital Management LLC4,811$484K0.03%013F-HRTimeline
Rothschild Wealth LLC4,740$477K0.04%+28813F-HRTimeline
Harbour Trust & Investment Management Co4,738$477K0.05%-47013F-HRTimeline
SAXON INTERESTS, INC.4,734$476K0.16%-3913F-HRTimeline
WESBANCO BANK INC4,725$475K0.01%+49013F-HRTimeline
SAWGRASS ASSET MANAGEMENT LLC4,721$475K0.07%013F-HRTimeline
Biltmore Family Office, LLC4,674$470K0.07%013F-HRTimeline
Milestones Private Investment Advisors …4,656$468K0.41%-3,15513F-HRTimeline
EFG International AGin group EFG International AG4,640$467K0.01%013F-HRTimelineGroup
Friday Financial4,638$467K0.16%013F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC4,524$455K0.03%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,522$455K0.02%-31713F-HRTimeline
Geneos Wealth Management Inc.4,519$455K0.01%+71013F-HRTimeline
Meridian Financial Advisors, LLC4,486$451K0.25%-14713F-HRTimeline
KPP Advisory Services LLC4,464$449K0.07%013F-HRTimeline
Crewe Advisors LLC4,458$449K0.04%013F-HRTimeline
Valeo Financial Advisors, LLC4,448$448K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,445$447K0.06%013F-HRTimeline
Gateway Wealth Partners, LLC4,426$445K0.02%+2,21413F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,410$444K0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,373$440K0.02%-66613F-HRTimeline
Mattern Wealth Management LLC4,357$438K0.09%-80413F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC4,353$438K0.08%new13F-HRTimeline
BAILARD, INC.4,326$435K0.01%+1,32313F-HRTimeline
Clientfirst Wealth Management, LLC4,324$435K0.37%013F-HRTimeline
Cordatus Wealth Management LLC4,306$433K0.1%-54,59113F-HRTimeline
Parcion Private Wealth LLC4,229$426K0.03%013F-HRTimeline
SAPIENT CAPITAL LLC4,188$421K0.01%+50313F-HR/ATimeline
NCM Capital Management, LLC4,186$421K0.15%+113F-HRTimeline
Ally Invest Advisors Inc.4,161$419K0.03%+68113F-HRTimeline
Vickerman Investment Advisors, Inc.4,154$418K0.09%013F-HRTimeline
EQUITABLE TRUST CO4,138$416K0.02%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC4,134$416K0.02%+6613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,117$414K0.03%-2,80013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,101$413K<0.01%+37713F-HRTimelineGroup
Carnegie Investment Counsel4,096$412K0.01%013F-HRTimeline
All Terrain Financial Advisors, LLC4,086$411K0.13%013F-HRTimeline
Indiana Trust & Investment Management Co4,067$409K0.13%013F-HRTimeline
Community Bank, N.A.4,045$407K0.05%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co4,042$407K<0.01%-20013F-HRTimelineGroup
INTRUST BANK NA3,991$402K0.03%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …3,941$401K<0.01%-4,94913F-HRTimelineGroup
DOLIVER ADVISORS, LP3,980$400K0.09%013F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT3,978$400K0.02%013F-HRTimelineGroup
Meramec Financial Planners, LLC3,622$400K0.16%-29113F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,974$400K<0.01%013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC3,964$399K0.26%+413F-HRTimeline
Integrated Investment Consultants, LLC3,961$399K0.08%+14913F-HRTimeline
TD Waterhouse Canada Inc.3,900$397K<0.01%new13F-HRTimeline
MKT Advisors LLC3,874$396K0.13%013F-HRTimeline
American Wealth Advisors, LLC3,938$396K0.41%+413F-HRTimeline
PCG Wealth Advisors, LLC3,933$396K0.1%-63813F-HRTimeline
NORRIS PERNE & FRENCH LLP/MI3,916$394K0.02%013F-HRTimeline
HCR Wealth Advisors3,913$394K0.04%013F-HRTimeline
KINTRA WEALTH, LLC3,903$393K0.03%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,900$392K0.03%013F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT3,896$392K0.01%+60013F-HR/ATimeline
Goldenstone Wealth Management LLC3,886$391K0.28%013F-HRTimeline
HighPoint Advisor Group LLC3,845$387K0.02%+213F-HRTimeline
STEVENS CAPITAL PARTNERS3,844$387K0.09%+1,68613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,829$385K0.05%+113F-HRTimeline
Koshinski Asset Management, Inc.3,813$384K0.02%013F-HRTimeline
Independence Bank of Kentucky3,760$378K0.05%013F-HRTimeline
Linscomb Wealth, Inc.3,757$378K0.02%-3713F-HRTimeline
DOVER ADVISORS, LLC3,751$377K0.16%013F-HRTimeline
Gerald Baker Financial Group LLC3,738$376K0.12%13F-HR/ATimeline
Bay Capital Advisors, LLC3,722$375K0.23%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…3,698$372K<0.01%+12413F-HRTimelineGroup
Johnson Financial Group, LLC3,695$372K0.02%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC3,688$371K0.07%-6213F-HRTimeline
Carl P. Sherr & Co., LLC3,665$369K0.17%013F-HRTimeline
Navigation Group, LLC3,660$368K0.09%13F-HRTimeline
Veracity Capital LLC3,652$367K0.13%-2,87213F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC3,651$367K0.06%013F-HRTimeline
Trueblood Wealth Management, LLC3,639$366K0.14%+313F-HRTimeline
Glassman Wealth Services3,636$366K0.05%013F-HRTimeline
Delta Investment Management, LLC3,602$362K0.06%-3613F-HRTimeline
Insight Advisors, LLC/ PA3,600$362K0.07%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …3,600$362K0.05%013F-HRTimeline
Breachway Investments LLC3,538$360K0.35%-12013F-HRTimeline
MMA ASSET MANAGEMENT LLC3,562$358K0.13%+45113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,557$358K0.05%+25613F-HRTimeline
KCM INVESTMENT ADVISORS LLC3,550$357K0.01%013F-HRTimeline
Bensler, LLC3,534$356K0.04%+3013F-HRTimeline
FAS Wealth Partners, Inc.3,522$354K0.02%+2213F-HRTimeline
Everstar Asset Management, LLC3,512$353K0.19%-40013F-HRTimeline
Parkside Financial Bank & Trust3,504$353K0.03%+5113F-HRTimeline
Sequoia Financial Advisors, LLC3,482$350K<0.01%-57713F-HRTimeline
Sandy Cove Advisors, LLC3,435$346K0.1%+113F-HRTimeline
Wick Capital Partners, LLC3,425$345K0.06%+4213F-HRTimeline
DAVENPORT & Co LLC3,411$343K<0.01%-4013F-HRTimeline
Savvy Advisors, Inc.3,409$343K0.01%+67513F-HRTimeline
Terril Brothers, Inc.3,406$343K0.09%013F-HRTimeline
Mayflower Financial Advisors, LLC3,405$343K0.04%013F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT3,402$342K0.01%013F-HRTimeline
One Capital Management, LLC3,395$342K0.01%-45213F-HRTimeline
2UniFi Bank3,390$341K0.17%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC3,385$341K0.01%013F-HRTimelineGroup
American Trust3,382$340K0.03%+4513F-HRTimeline
MLP3, LLC3,349$337K0.37%+113F-HRTimeline
SCS Capital Management LLC3,319$334K<0.01%+11813F-HRTimeline
Fisher Asset Management, LLC3,319$334K<0.01%-56813F-HRTimeline
HBK Sorce Advisory LLC2,956$333K0.01%-2,12713F-HRTimeline
Cove Private Wealth, LLC3,310$333K0.08%+2013F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…3,284$330K0.1%-713F-HRTimeline
Old Peak Finance LLC3,280$330K0.19%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC3,274$329K0.04%+113F-HRTimeline
Probity Advisors, Inc.3,260$328K0.05%013F-HRTimeline
Richmond Investment Services, LLC3,248$327K0.05%+113F-HRTimeline
Clayton Financial Group LLC3,247$327K0.17%+113F-HRTimeline