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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

979 managers (995 13F filers) reported a position in IJK shares at 2026-06-30, 72,066,209 shares in all. 100 filers opened a position and 45 filers sold out during the quarter.

Managers
979
13F filers
995
New
100
Added
224
Reduced
326
Sold out
45
Shares held by filers
72,066,209

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
WALLED LAKE PLANNING & WEALTH MANAGEMEN…3,231$380K0.1%-5313F-HRTimeline
Elm Partners Management LLC3,213$378K0.01%-613F-HR/ATimeline
Matthew Goff Investment Advisor, LLC3,205$377K0.06%013F-HRTimeline
IEQ CAPITAL, LLC3,178$373K<0.01%-2,30313F-HRTimeline
Strategic Blueprint, LLC3,176$373K0.02%+2513F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD3,200$371K<0.01%new13F-HRTimelineGroup
Balboa Wealth Partners3,151$370K0.05%-20,39113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management3,128$368K<0.01%-97313F-HRTimelineGroup
BUCKHEAD CAPITAL MANAGEMENT LLC3,050$358K0.12%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT3,004$353K0.03%+9613F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,993$352K<0.01%013F-HRTimelineGroup
Opus Financial Solutions LLC2,985$351K0.28%013F-HRTimeline
SAGE FINANCIAL GROUP INC2,971$349K0.02%-5013F-HRTimeline
Institute for Wealth Management, LLC.2,956$347K0.03%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,955$347K0.02%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,950$347K0.09%013F-HRTimeline
Thomasville National Bank2,933$345K0.02%13F-HRTimeline
BIP Wealth, LLC2,932$344K0.01%+13113F-HRTimeline
Creekside Partners2,931$344K0.12%013F-HRTimeline
Baker Avenue Asset Management, LP2,922$343K0.01%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,921$343K<0.01%new13F-HRTimeline
Clearwater Capital Advisors, LLC2,918$343K0.03%013F-HRTimeline
One Capital Management, LLC3,395$342K0.01%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,900$341K0.01%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,900$341K0.04%-6813F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.2,894$340K0.01%new13F-HRTimelineGroup
Amplius Wealth Advisors, LLC2,881$339K0.02%-15013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,875$338K0.02%013F-HRTimeline
Connecticut Wealth Management, LLC2,867$337K0.01%-31513F-HRTimeline
Modern Wealth Management, LLC2,846$334K<0.01%-488,61413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,844$334K<0.01%013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC2,831$333K0.21%-1,13313F-HRTimeline
TUDOR INVESTMENT CORP ET AL2,822$332K<0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,804$329K<0.01%013F-HR/ATimeline
Forvis Mazars Wealth Advisors, LLC2,803$329K0.01%-9913F-HRTimeline
INDEPENDENT INVESTORS INC2,800$329K0.06%013F-HRTimeline
VeraBank, N.A.2,798$329K0.05%013F-HRTimeline
MOTCO2,789$328K0.03%013F-HRTimeline
Krilogy Financial LLC2,786$327K0.01%+113F-HRTimeline
Westmount Partners, LLC2,776$326K0.07%013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,770$325K0.13%013F-HRTimeline
Value Investment Professionals, LLC2,767$325K0.27%new13F-HRTimeline
Farmers National Bank2,766$325K0.07%013F-HRTimeline
CHEMUNG CANAL TRUST CO2,761$324K0.06%-1113F-HRTimeline
Winthrop Capital Management, LLC2,758$324K0.08%013F-HRTimeline
Horizon Wealth Management, LLC2,755$324K0.04%013F-HRTimeline
Fisher Asset Management, LLC2,737$322K<0.01%-58213F-HRTimeline
CNB Bank2,737$322K0.13%013F-HRTimeline
First City Capital Management, Inc.2,732$321K0.16%013F-HRTimeline
Greater Midwest Financial Group, LLC2,730$321K0.16%+313F-HRTimeline
Ironwood Investment Counsel, LLC2,728$321K0.04%013F-HRTimeline
Fortis Capital Advisors, LLC2,713$319K0.04%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC2,713$319K0.11%013F-HRTimeline
High Net Worth Advisory Group LLC2,700$317K0.07%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,688$316K0.05%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,670$314K0.1%013F-HRTimeline
UPTICK PARTNERS, LLC2,662$313K0.05%013F-HRTimeline
Valmark Advisers, Inc.2,650$311K<0.01%-4013F-HRTimeline
Accredited Investors Inc.2,649$311K0.01%-2713F-HRTimeline
SMITH, MOORE & CO.2,640$310K0.02%+1113F-HRTimeline
DOVER ADVISORS, LLC3,188$309K0.13%-56313F-HRTimeline
Csenge Advisory Group2,626$309K0.01%+3013F-HRTimeline
Noble Wealth Management PBC2,611$307K0.14%+76213F-HRTimeline
Huntleigh Advisors, Inc.2,603$306K0.04%-30813F-HRTimeline
Dakota Wealth Management2,595$305K0.01%013F-HRTimeline
Sterling Investment Counsel, LLC2,576$303K0.07%-513F-HRTimeline
FIRST MANHATTAN CO. LLC.2,562$301K<0.01%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,560$301K0.09%013F-HRTimeline
New Age Alpha Advisors, LLC2,545$299K0.01%-10,41613F-HRTimeline
Trivium Point Advisory, LLC2,545$299K0.03%013F-HRTimeline
Trifecta Capital Advisors, LLC2,540$298K0.04%013F-HRTimeline
MONEYWISE, INC.2,539$298K0.11%+213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…2,532$298K0.03%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,523$296K0.01%-119,61113F-HRTimeline
Insight Inv LLC2,509$295K0.14%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,501$294K0.02%013F-HRTimelineGroup
Freedom Day Solutions, LLC2,494$293K0.06%+31513F-HRTimeline
Elyxium Wealth, LLC2,480$291K0.03%013F-HRTimeline
Mayflower Financial Advisors, LLC2,469$290K0.03%-93613F-HRTimeline
Fee-Only Financial Planning, L.C.2,460$289K0.15%-10013F-HRTimeline
Park Capital Management, LLC / WI2,451$288K0.17%013F-HRTimeline
Relyea Zuckerberg Hanson LLC2,451$288K0.02%+313F-HR/ATimeline
Sequent Asset Management, LLC2,446$287K0.12%new13F-HRTimeline
Stanich Group LLC2,437$286K0.18%+213F-HRTimeline
Strategies Wealth Advisors, LLC2,416$284K0.03%013F-HRTimeline
HUB Investment Partners, LLC2,410$283K0.01%new13F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK2,400$282K0.13%-80013F-HRTimeline
NWAM LLC2,392$281K0.01%-7413F-HRTimeline
CHAPIN DAVIS, INC.2,376$279K0.05%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,376$279K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,360$277K<0.01%+2513F-HRTimelineGroup
JTC Employer Solutions Trustee Ltd2,360$277K0.02%013F-HRTimeline
Intergy Private Wealth, LLC2,356$277K0.06%013F-HRTimeline
New Insight Wealth Advisors2,355$277K0.08%013F-HRTimeline
Sowell Financial Services LLC2,355$277K0.01%new13F-HRTimeline
Radnor Capital Management, LLC2,352$276K0.04%013F-HRTimeline
HBK Sorce Advisory LLC2,395$276K0.01%-56113F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC2,345$276K0.09%013F-HRTimeline
Pine Valley Investments Ltd Liability Co2,340$275K0.01%013F-HRTimeline
Sightline Wealth Advisors, LLC2,328$274K0.1%013F-HRTimeline
Procyon Advisors, LLC2,325$273K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC2,323$273K<0.01%+5113F-HRTimeline
Rockwood Wealth Management, LLC2,320$273K0.02%013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV2,320$272K0.05%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,310$271K0.02%new13F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC2,300$270K0.01%013F-HRTimeline
Legacy Financial Group LLC2,293$269K0.03%013F-HRTimeline
First Interstate Bank2,288$269K0.01%013F-HRTimeline
LaFleur & Godfrey LLC2,287$269K0.03%013F-HRTimeline
WOLFF WIESE MAGANA LLC2,285$268K0.12%013F-HRTimeline
Legacy Bridge, LLC2,266$266K0.08%+10413F-HRTimeline
Financial Life Planners2,260$266K0.17%-9613F-HRTimeline
Stelac Advisory Services LLC2,250$264K0.05%013F-HRTimeline
Granite Bay Wealth Management, LLC2,247$264K0.02%013F-HRTimeline
Plotkin Financial Advisors, LLC2,244$264K0.11%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,243$264K<0.01%-71513F-HRTimelineGroup
Hidden Cove Wealth Management, LLC2,240$263K0.14%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,240$263K0.11%013F-HRTimeline
North Capital, Inc.2,228$262K0.2%013F-HRTimeline
Highview Capital Management LLC/DE/2,216$260K0.07%013F-HRTimeline
Gateway Wealth Partners, LLC2,214$260K0.02%-2,21213F-HRTimeline
FSA Advisors, Inc.2,213$260K0.12%new13F-HR/ATimeline
Cornerstone Wealth Management, LLC2,174$255K0.01%-613F-HRTimeline
W ADVISORS, LLC2,170$255K0.12%013F-HRTimeline
Alpha Omega Wealth Management LLC2,170$255K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.2,162$254K0.02%-113F-HRTimeline
Foundations Investment Advisors, LLC2,154$253K<0.01%-8213F-HRTimeline
Blue Trust, Inc.2,148$252K<0.01%-5113F-HRTimeline
WEST BANCORPORATION INC2,140$251K0.11%013F-HRTimeline
Nilsine Partners, LLC2,102$247K0.02%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,097$246K0.05%-9313F-HRTimeline
Eagle Bay Advisors LLC2,097$246K0.18%-7613F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,093$246K<0.01%013F-HRTimeline
Quadcap Wealth Management, LLC2,093$246K0.02%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC2,092$246K0.04%013F-HRTimeline
Parkshore Wealth Management, Inc.2,077$244K0.07%+113F-HRTimeline
Wealthspire Retirement, LLC2,075$244K0.01%013F-HRTimeline
CWS Financial Advisors, LLC2,072$243K0.05%+113F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,155$243K0.06%-86013F-HRTimeline
Plan A Wealth LLC2,069$243K0.1%-2213F-HRTimeline
Azimuth Capital Investment Management L…2,024$238K0.01%013F-HRTimeline
Lewis Asset Management, LLC2,021$237K0.08%013F-HRTimeline
Tradewinds, LLC.27,442$235K0.06%new13F-HRTimeline
Aufman Associates Inc1,988$234K0.09%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,977$232K0.01%new13F-HRTimeline
Simmons Bankin group Simmons Bank1,964$231K0.01%new13F-HRTimelineGroup
Winthrop Advisory Group LLC1,964$231K0.02%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,293$231K0.03%013F-HRTimeline
SC&H Financial Advisors, Inc.1,960$230K0.03%new13F-HRTimeline
GLR Partners, LLC1,957$230K0.11%-41313F-HRTimeline
FSM Wealth Advisors, LLC1,951$229K0.02%new13F-HRTimeline
Security National Bank1,951$229K0.03%013F-HRTimeline
Cannon Wealth Management Services, LLC1,934$227K0.12%new13F-HRTimeline
MEANS INVESTMENT CO., INC.1,934$227K0.02%new13F-HRTimeline
Oakwell Private Wealth Management, LLC1,932$227K0.04%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gemmer Asset Management LLC1,929$227K0.02%new13F-HRTimeline
STAR Financial Bank1,926$226K0.09%new13F-HRTimeline
FC Advisory LLC1,926$226K0.06%new13F-HRTimeline
Nalls Sherbakoff Group, LLC1,916$225K0.16%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC1,906$224K0.01%new13F-HRTimeline
Saxony Capital Management, LLC1,903$224K0.1%new13F-HRTimeline
First National Bank of Hutchinson1,900$223K0.12%new13F-HRTimeline
KWMG, LLC1,880$221K0.02%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY1,868$219K0.02%new13F-HRTimeline
Penobscot Investment Management Company…1,850$217K0.01%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,842$216K0.02%013F-HRTimeline
Capstone Wealth Management, Inc.1,840$215K0.16%new13F-HRTimeline
Mountain Capital Investment Advisors In…1,829$215K0.03%new13F-HRTimeline
Main Street Financial Solutions, LLC1,827$215K0.01%new13F-HRTimeline
SteelPeak Wealth, LLC1,808$212K0.01%new13F-HRTimeline
Park Edge Advisors, LLC1,781$209K0.04%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,769$208K0.01%new13F-HRTimeline
Red Door Wealth Management, LLC1,765$207K0.02%new13F-HRTimeline
Cordatus Wealth Management LLC1,764$207K0.05%-2,54213F-HRTimeline
United Advisor Group, LLC1,761$207K0.02%new13F-HRTimeline
Summit Financial Strategies, Inc.1,753$206K0.01%new13F-HRTimeline
Parkwoods Wealth Partners, LLC1,750$206K0.03%new13F-HRTimeline
Financial Advisory Corp1,744$205K0.03%new13F-HRTimeline
M3 Advisory Group, LLC1,744$205K0.11%new13F-HRTimeline
IFC Advisors LLC1,741$205K0.03%new13F-HRTimeline
Richmond Investment Services, LLC1,741$205K0.06%-1,50713F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC1,733$204K0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.1,733$204K0.03%-36413F-HRTimeline
Charter Capital Management, LLC\DE1,732$204K0.09%new13F-HRTimeline
Advisors Capital Management, LLC1,722$202K<0.01%-35713F-HRTimeline
BENNETT SELBY INVESTMENTS LP1,720$202K0.06%new13F-HRTimeline
King Wealth Management Group1,723$202K0.02%new13F-HRTimeline
Christensen, King & Associates Investme…1,716$202K0.08%new13F-HRTimeline
HM PAYSON & CO1,712$201K<0.01%013F-HRTimeline
Insight Wealth Partners, LLC1,706$200K0.03%new13F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.1,704$200K0.04%new13F-HRTimeline
MCDONALD PARTNERS LLC1,676$197K0.05%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,654$194K<0.01%-16513F-HRTimeline
GAMMA Investing LLC1,652$194K0.01%+1,08113F-HRTimeline
Midwest Capital Advisors, LLC1,632$192K0.08%-54013F-HRTimeline
Prosperity Bancshares Inc1,595$187K0.12%013F-HRTimeline
Pinnacle Bancorp, Inc.1,564$184K0.05%013F-HRTimeline
Financial Perspectives, Inc1,564$184K0.04%+113F-HRTimeline
Clearstead Trust, LLC1,560$183K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton1,554$183K0.03%013F-HRTimeline