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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

890 managers (901 13F filers) reported a position in IJK shares at 2024-12-31, 71,020,334 shares in all. 42 filers opened a position and 56 filers sold out during the quarter.

Managers
890
13F filers
901
New
42
Added
253
Reduced
274
Sold out
56
Shares held by filers
71,020,334

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Winthrop Capital Management, LLC3,036$276K0.07%new13F-HRTimeline
Institute for Wealth Management, LLC.3,032$276K0.03%013F-HRTimeline
Geneos Wealth Management Inc.3,031$276K0.01%013F-HRTimeline
Connecticut Wealth Management, LLC3,000$273K0.01%013F-HRTimeline
GARRISON POINT ADVISORS, LLC3,000$273K0.13%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,993$272K<0.01%013F-HRTimelineGroup
BENNETT SELBY INVESTMENTS LP2,985$271K0.11%013F-HRTimeline
SAPIENT CAPITAL LLC2,984$271K0.01%+50013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,980$271K0.01%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,968$270K0.08%013F-HRTimeline
Dakota Wealth Management2,967$270K0.01%new13F-HRTimeline
CFO4Life Group, LLC2,960$269K0.05%+1013F-HRTimeline
Private Portfolio Partners LLC2,957$269K0.05%+3713F-HRTimeline
Foundations Investment Advisors, LLC2,952$268K0.01%-6,77313F-HRTimeline
WEST BANCORPORATION INC2,930$266K0.18%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,917$265K0.02%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,900$264K0.01%013F-HRTimeline
Creekside Partners2,892$263K0.14%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,891$263K0.01%013F-HRTimeline
Cove Private Wealth, LLC2,890$263K0.16%new13F-HRTimeline
MOTCO2,886$262K0.03%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,875$261K0.02%013F-HRTimeline
Riverview Capital Advisers, LLC2,865$261K0.08%013F-HRTimeline
Confluence Wealth Services, Inc.2,705$260K0.02%013F-HRTimeline
Aufman Associates Inc2,859$260K0.18%013F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,846$259K<0.01%+41313F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,844$259K<0.01%013F-HRTimelineGroup
David Wealth Management LLC2,836$258K0.21%13F-HRTimeline
Farmers National Bank2,816$256K0.07%13F-HRTimeline
CHEMUNG CANAL TRUST CO2,809$255K0.05%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,808$255K<0.01%-15013F-HRTimelineGroup
VeraBank, N.A.2,807$255K0.07%013F-HRTimeline
INDEPENDENT INVESTORS INC2,800$255K0.05%013F-HRTimeline
Westmount Partners, LLC2,776$252K0.08%013F-HRTimeline
Sequoia Financial Advisors, LLC2,773$252K<0.01%+7913F-HR/ATimeline
LAZARI CAPITAL MANAGEMENT, INC.2,771$252K0.1%-1813F-HRTimeline
Horizon Wealth Management, LLC2,755$251K0.04%new13F-HRTimeline
CNB Bank2,737$249K0.12%013F-HRTimeline
First City Capital Management, Inc.2,732$248K0.13%013F-HRTimeline
Ironwood Investment Counsel, LLC2,728$248K0.04%013F-HRTimeline
Baker Avenue Asset Management, LP2,726$248K0.01%+4513F-HRTimeline
Greater Midwest Financial Group, LLC2,705$246K0.16%+613F-HRTimeline
High Net Worth Advisory Group LLC2,700$246K0.07%-38013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV2,672$243K0.06%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,670$243K0.09%013F-HRTimeline
Plotkin Financial Advisors, LLC2,644$240K0.14%013F-HRTimeline
Bremer Bank National Association2,637$240K0.05%013F-HRTimeline
Rockbridge Investment Management, LCC2,633$239K0.03%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,632$239K0.03%013F-HRTimeline
KICKSTAND VENTURES, LLC.2,617$238K0.06%+21213F-HRTimeline
Paragon Private Wealth Management, LLC2,592$236K0.11%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,572$234K0.01%+25013F-HRTimeline
Destiny Capital Corp/CO2,570$234K0.14%+9913F-HRTimeline
Fee-Only Financial Planning, L.C.2,560$233K0.15%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,411$232K0.01%-3413F-HRTimeline
Trifecta Capital Advisors, LLC2,540$231K0.05%013F-HRTimeline
Alamar Capital Management, LLC2,534$230K0.13%013F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC2,528$230K0.01%013F-HRTimeline
MONEYWISE, INC.2,524$230K0.12%+313F-HRTimeline
DT Investment Partners, LLC2,520$229K0.02%013F-HRTimeline
Strategies Wealth Advisors, LLC2,416$227K0.03%013F-HRTimeline
FIRST NATIONAL BANK & TRUST CO OF NEWTO…2,495$227K0.05%-76013F-HRTimeline
Quadcap Wealth Management, LLC2,480$226K0.03%013F-HRTimeline
Elyxium Wealth, LLC2,480$226K0.14%013F-HRTimeline
CHAPIN DAVIS, INC.2,446$225K0.07%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,456$223K0.02%+5113F-HRTimelineGroup
LaFleur & Godfrey LLC2,452$223K0.03%013F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.2,423$220K<0.01%-31413F-HRTimeline
SMITH, MOORE & CO.2,423$220K0.02%+20013F-HRTimeline
IMS Capital Management2,408$219K0.1%013F-HRTimeline
Strategic Blueprint, LLC2,403$219K0.01%-1,88713F-HRTimeline
Benchmark Wealth Management, LLC2,398$218K0.11%013F-HRTimeline
NWAM LLC2,391$217K0.01%+113F-HRTimeline
Prospera Financial Services Inc2,383$217K0.01%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,376$216K0.02%013F-HRTimeline
JTC Employer Solutions Trustee Ltd2,360$215K0.02%013F-HRTimeline
NewEdge Wealth, LLC2,363$215K<0.01%013F-HRTimeline
Intergy Private Wealth, LLC2,356$214K0.08%013F-HRTimeline
Radnor Capital Management, LLC2,352$214K0.04%013F-HRTimeline
TFG Advisers LLC2,350$214K0.08%+413F-HRTimeline
SteelPeak Wealth, LLC2,347$213K0.01%013F-HRTimeline
Royal Fund Management, LLC2,338$213K0.02%+5213F-HRTimeline
EAGLE GLOBAL ADVISORS LLC2,340$213K0.01%new13F-HRTimeline
Sightline Wealth Advisors, LLC2,328$212K0.11%013F-HRTimeline
Procyon Advisors, LLC2,318$211K0.01%+5213F-HRTimeline
New Insight Wealth Advisors2,311$210K0.11%013F-HRTimeline
Revolve Wealth Partners, LLC2,291$208K0.03%013F-HR/ATimeline
Alpha Omega Wealth Management LLC2,290$208K0.04%013F-HRTimeline
2UniFi Bank2,290$208K0.14%13F-HRTimeline
First Interstate Bank2,288$208K0.01%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,286$208K0.03%+213F-HRTimeline
WOLFF WIESE MAGANA LLC2,285$208K0.14%013F-HRTimeline
Orion Porfolio Solutions, LLC2,264$206K<0.01%+6213F-HRTimeline
Orion Portfolio Solutions, LLC2,264$206K<0.01%+6213F-HRTimeline
Summit Investment Advisory Services, LLC2,246$204K0.11%+313F-HRTimeline
Granite Bay Wealth Management, LLC2,247$204K0.08%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,240$204K0.11%013F-HRTimeline
First Western Trust Bank2,240$204K0.01%013F-HRTimeline
Hidden Cove Wealth Management, LLC2,240$204K0.17%13F-HRTimeline
Klingman & Associates, LLC2,239$204K0.01%-6013F-HRTimeline
Fragasso Financial Advisors Inc2,237$203K0.02%-44213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,217$202K0.01%013F-HRTimeline
Register Financial Advisors LLC2,213$201K0.1%+39313F-HRTimeline
Grant/GrossMendelsohn, LLC2,210$201K0.11%new13F-HRTimeline
Colorado Capital Management, Inc.2,199$200K0.1%013F-HRTimeline
Asset Dedication, LLC2,111$192K0.02%-32013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,995$181K0.01%-5013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,993$181K0.01%+38313F-HRTimelineGroup
Security National Bank1,951$177K0.03%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,894$172K<0.01%-30513F-HRTimeline
NorthRock Partners, LLC1,890$172K0.01%-36013F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC1,842$167K0.03%013F-HRTimeline
Peachtree Investment Partners, LLC1,807$164K0.06%+213F-HRTimeline
CVA Family Office, LLC1,804$164K0.03%013F-HRTimeline
Noble Wealth Management PBC1,737$158K0.11%13F-HRTimeline
Legacy Bridge, LLC1,727$157K0.08%+20513F-HRTimeline
Sage Mountain Advisors LLC1,724$157K0.01%013F-HRTimeline
HM PAYSON & CO1,712$156K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.1,681$153K0.04%013F-HRTimeline
Midwest Capital Advisors, LLC1,631$148K0.11%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,615$147K0.03%+15713F-HRTimeline
West Branch Capital LLC1,603$146K0.05%+313F-HRTimeline
DUNCKER STREETT & CO INC1,580$144K0.03%013F-HRTimeline
SIGNATUREFD, LLC1,579$144K<0.01%-20713F-HRTimeline
Pinnacle Bancorp, Inc.1,572$143K0.05%+28013F-HRTimeline
Synergy Investment Management, LLC1,572$143K0.06%13F-HRTimeline
Clearstead Trust, LLC1,560$142K0.03%013F-HRTimeline
Kentucky Trust Co1,560$142K0.08%13F-HRTimeline
Rosenberg Matthew Hamilton1,554$141K0.04%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,532$139K0.05%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,503$137K0.01%-33,38413F-HRTimeline
Grove Bank & Trust1,472$134K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,411$133K0.01%-84613F-HRTimelineGroup
Gen-Wealth Partners Inc1,440$131K0.06%013F-HRTimeline
GKV Capital Management Co., Inc.1,400$127K0.05%13F-HRTimeline
GPS Wealth Strategies Group, LLC1,361$124K0.02%-5413F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,358$123K<0.01%+19113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
S.A. Mason LLC1,336$121K0.06%013F-HRTimeline
PFS Partners, LLC1,332$121K0.07%013F-HRTimeline
Bank of New Hampshire1,304$119K0.03%013F-HRTimeline
Bear Mountain Capital, Inc.1,207$116K0.05%-6913F-HRTimeline
Horrell Capital Management, Inc.1,220$111K0.03%013F-HRTimeline
Mill Capital Management, LLC1,200$109K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,200$109K0.01%013F-HRTimeline
Tidemark, LLC1,198$109K0.04%+15013F-HRTimeline
SIMA Wealth Partners, LLC1,193$108K0.09%013F-HRTimeline
Evergreen Private Wealth LLC1,171$107K0.05%013F-HRTimeline
Northwest Capital Management Inc1,161$106K0.05%013F-HRTimeline
Venturi Wealth Management, LLC1,157$105K0.01%013F-HRTimeline
Main Street Group, LTD1,133$103K0.04%013F-HRTimeline
First Command Advisory Services, Inc.1,127$102K<0.01%013F-HRTimeline
Founders Capital Management1,126$102K0.06%013F-HRTimeline
Morling Financial Advisors, LLC1,082$98.4K0.03%new13F-HRTimeline
Windsor Advisory Group, LLC1,076$97.8K0.11%013F-HRTimeline
Menard Financial Group LLC1,065$96.8K0.06%new13F-HRTimeline
Financial Perspectives, Inc1,052$95.6K0.03%013F-HRTimeline
Dunhill Financial, LLC1,005$91.4K0.04%013F-HRTimeline
Aptus Capital Advisors, LLC1,001$91K<0.01%+3413F-HRTimeline
BOK Financial Private Wealth, Inc.960$87.3K0.01%+9413F-HRTimeline
FSA Wealth Management LLC950$86.4K0.04%013F-HRTimeline
Blue Trust, Inc.940$85.5K<0.01%013F-HR/ATimeline
Smithfield Trust Co914$83K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC888$80.7K0.02%013F-HRTimeline
Quent Capital, LLC860$78.2K0.01%013F-HRTimeline
Moser Wealth Advisors, LLC840$76.4K0.04%013F-HRTimeline
Kings Path Partners LLC840$76.4K0.03%013F-HRTimeline
Kathleen S. Wright Associates Inc.832$75.7K0.03%013F-HRTimeline
Millstone Evans Group, LLC827$75.2K0.05%13F-HRTimeline
Capital Investment Advisory Services, L…771$70.1K0.01%+5113F-HRTimeline
Modus Advisors, LLC764$69.5K0.02%new13F-HRTimeline
Founders Financial Alliance, LLC755$68.6K0.02%+213F-HRTimeline
Jackson, Grant Investment Advisers, Inc.717$65.2K0.03%+213F-HRTimeline
Hilltop National Bank700$63.7K0.02%013F-HRTimeline
Rice Partnership, LLC694$63.1K0.01%013F-HRTimeline
WASHINGTON TRUST Co680$61.8K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd680$61.8K0.01%-12013F-HRTimelineGroup
PSI Advisors, LLC676$61.4K0.02%+213F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.656$59.6K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST650$59.1K0.01%-8713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC650$59.1K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd619$56.3K<0.01%-1,71113F-HRTimeline
Milestone Investment Advisors LLC608$55.3K0.02%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC600$54.6K<0.01%013F-HRTimeline
Mainstream Capital Management LLC600$54.6K0.04%new13F-HRTimeline
GAMMA Investing LLC571$51.9K<0.01%013F-HRTimeline
STEPH & CO560$50.9K0.02%013F-HRTimeline
Caldwell Trust Co520$47.3K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC501$45.6K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC500$45.5K0.01%013F-HRTimeline
AlphaCore Capital LLC496$45.1K0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors495$45K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC477$44.9K0.01%+113F-HRTimeline
Comprehensive Financial Planning, Inc./…489$44.5K0.04%13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC468$42.6K0.02%+113F-HRTimeline
Murphy & Mullick Capital Management Corp464$42.2K0.04%13F-HRTimeline
Runnymede Capital Advisors, Inc.460$41.8K0.04%13F-HRTimeline
Rise Advisors, LLC455$41.4K0.02%+113F-HRTimeline
High Note Wealth, LLC452$41.1K0.01%new13F-HRTimeline
Armor Investment Advisors, LLC440$40K0.02%013F-HRTimeline
Sound Income Strategies, LLC427$38.8K<0.01%-31,43813F-HRTimeline