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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

845 managers (855 13F filers) reported a position in IJK shares at 2025-03-31, 71,130,587 shares in all. 34 filers opened a position and 75 filers sold out during the quarter.

Managers
845
13F filers
855
New
34
Added
253
Reduced
265
Sold out
75
Shares held by filers
71,130,587

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Creekside Partners2,892$241K0.13%013F-HRTimeline
MOTCO2,886$240K0.03%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,875$239K0.02%013F-HRTimeline
Riverview Capital Advisers, LLC2,865$239K0.07%013F-HRTimeline
Modern Wealth Management, LLC2,863$238K0.01%new13F-HR/ATimeline
Aufman Associates Inc2,859$238K0.16%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,844$237K<0.01%013F-HRTimelineGroup
David Wealth Management LLC2,840$237K0.2%+413F-HRTimeline
Eagle Bay Advisors LLC2,820$235K0.2%-31313F-HRTimeline
CHEMUNG CANAL TRUST CO2,809$234K0.05%013F-HRTimeline
VeraBank, N.A.2,807$234K0.07%013F-HRTimeline
WEST BANCORPORATION INC2,801$233K0.16%-12913F-HRTimeline
INDEPENDENT INVESTORS INC2,800$233K0.05%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC2,800$233K0.01%+46013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,800$233K0.11%-20013F-HRTimeline
Highview Capital Management LLC/DE/2,796$233K0.1%-1,08813F-HRTimeline
Farmers National Bank2,791$232K0.07%-2513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,787$232K<0.01%-2113F-HRTimelineGroup
Westmount Partners, LLC2,776$231K0.07%013F-HRTimeline
Winthrop Capital Management, LLC2,756$230K0.06%-28013F-HRTimeline
Foundations Investment Advisors, LLC2,761$230K<0.01%-19113F-HRTimeline
Horizon Wealth Management, LLC2,755$229K0.04%013F-HRTimeline
CNB Bank2,737$228K0.12%013F-HRTimeline
First City Capital Management, Inc.2,732$228K0.14%013F-HRTimeline
Strategic Blueprint, LLC2,731$227K0.01%+32813F-HRTimeline
Ironwood Investment Counsel, LLC2,728$227K0.04%013F-HRTimeline
Teamwork Financial Advisors, LLC2,725$227K0.03%-12,20513F-HRTimeline
Greater Midwest Financial Group, LLC2,709$226K0.16%+413F-HRTimeline
High Net Worth Advisory Group LLC2,700$225K0.06%013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV2,672$223K0.05%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,670$222K0.09%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,651$221K0.09%-12013F-HRTimeline
Plotkin Financial Advisors, LLC2,644$220K0.14%013F-HRTimeline
Bremer Bank National Association2,637$220K0.04%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,614$218K0.02%+15813F-HRTimelineGroup
Prospera Financial Services Inc2,592$216K<0.01%+20913F-HRTimeline
Paragon Private Wealth Management, LLC2,592$216K0.1%013F-HRTimeline
Confluence Wealth Services, Inc.2,674$215K0.01%-3113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,572$214K0.01%013F-HRTimeline
Fee-Only Financial Planning, L.C.2,560$213K0.15%013F-HRTimeline
New Covenant Trust Company, N.A.2,552$212K0.22%new13F-HRTimeline
Trifecta Capital Advisors, LLC2,540$212K0.04%013F-HRTimeline
MONEYWISE, INC.2,527$210K0.11%+313F-HRTimeline
DT Investment Partners, LLC2,520$210K0.02%013F-HRTimeline
BENNETT SELBY INVESTMENTS LP2,510$209K0.08%-47513F-HRTimeline
Strive Asset Management, LLC2,501$208K0.14%-69813F-HR/ATimeline
Sterling Investment Counsel, LLC2,485$207K0.07%new13F-HRTimeline
Elyxium Wealth, LLC2,480$207K0.09%013F-HRTimeline
Rockbridge Investment Management, LCC2,468$206K0.02%-16513F-HRTimeline
LaFleur & Godfrey LLC2,452$204K0.03%013F-HRTimeline
2UniFi Bank2,290$204K0.13%013F-HRTimeline
CHAPIN DAVIS, INC.2,446$204K0.07%013F-HRTimeline
Orion Porfolio Solutions, LLC2,429$202K<0.01%+16513F-HRTimeline
Orion Portfolio Solutions, LLC2,429$202K<0.01%+16513F-HR/ATimeline
SMITH, MOORE & CO.2,423$202K0.02%013F-HRTimeline
Strategies Wealth Advisors, LLC2,416$201K0.02%013F-HRTimeline
IMS Capital Management2,408$201K0.1%013F-HRTimeline
JTC Employer Solutions Trustee Ltd2,360$196K0.02%013F-HRTimeline
Clearstead Trust, LLC2,307$192K0.04%+74713F-HRTimeline
WOLFF WIESE MAGANA LLC2,285$190K0.13%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,240$187K0.1%013F-HRTimeline
North Capital, Inc.2,228$186K0.18%13F-HRTimeline
N.E.W. Advisory Services LLC2,179$181K0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC2,176$181K0.15%13F-HRTimeline
Midwest Capital Advisors, LLC2,164$180K0.11%+53313F-HRTimeline
Wealth Preservation Advisors, LLC2,131$177K0.13%13F-HRTimeline
SIGNATUREFD, LLC2,129$177K<0.01%+55013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,998$166K0.01%+313F-HRTimeline
Asset Dedication, LLC1,983$165K0.01%-12813F-HRTimeline
Gryphon Financial Partners LLC1,976$165K0.02%new13F-HRTimeline
Security National Bank1,951$162K0.03%013F-HRTimeline
Legacy Bridge, LLC1,907$159K0.09%+18013F-HRTimeline
Federation des caisses Desjardins du Qu…1,894$158K<0.01%013F-HRTimeline
NorthRock Partners, LLC1,890$157K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,842$153K0.03%013F-HRTimeline
CVA Family Office, LLC1,804$150K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,795$149K0.01%-19813F-HRTimelineGroup
Sage Mountain Advisors LLC1,724$144K0.01%013F-HRTimeline
HM PAYSON & CO1,712$143K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.1,681$140K0.03%013F-HRTimeline
Noble Wealth Management PBC1,660$138K0.09%-7713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,655$138K<0.01%-2,25513F-HRTimelineGroup
DUNCKER STREETT & CO INC1,580$132K0.03%013F-HRTimeline
Pinnacle Bancorp, Inc.1,564$130K0.04%-813F-HRTimeline
Kentucky Trust Co1,560$130K0.08%013F-HRTimeline
Rosenberg Matthew Hamilton1,554$129K0.03%013F-HRTimeline
Register Financial Advisors LLC1,525$127K0.07%-68813F-HRTimeline
Peachtree Investment Partners, LLC1,512$126K0.05%-29513F-HRTimeline
Grove Bank & Trust1,472$123K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,446$120K0.05%-8613F-HRTimeline
Gen-Wealth Partners Inc1,440$120K0.05%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,411$118K0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,361$113K0.02%013F-HRTimeline
S.A. Mason LLC1,336$111K0.06%013F-HRTimeline
PFS Partners, LLC1,332$111K0.06%013F-HRTimeline
Bank of New Hampshire1,304$109K0.03%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,248$104K0.01%-1,64313F-HRTimeline
Horrell Capital Management, Inc.1,220$102K0.04%013F-HRTimeline
Synergy Investment Management, LLC1,216$101K0.04%-35613F-HRTimeline
Bear Mountain Capital, Inc.1,207$100K0.04%013F-HRTimeline
Mill Capital Management, LLC1,200$99.9K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,200$99.9K0.01%013F-HRTimeline
Tidemark, LLC1,199$99.9K0.04%+113F-HRTimeline
SIMA Wealth Partners, LLC1,193$99.3K0.08%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,167$97.2K<0.01%-19113F-HRTimeline
Northwest Capital Management Inc1,161$96.7K0.04%013F-HRTimeline
Main Street Group, LTD1,133$94.4K0.04%013F-HRTimeline
Founders Capital Management1,126$93.8K0.06%013F-HRTimeline
GKV Capital Management Co., Inc.1,100$91.6K0.05%-30013F-HR/ATimeline
Morling Financial Advisors, LLC1,082$90.1K0.03%013F-HRTimeline
Flaharty Asset Management, LLC1,080$89.9K0.01%new13F-HRTimeline
Windsor Advisory Group, LLC1,076$89.6K0.12%013F-HRTimeline
Dunhill Financial, LLC1,005$83.7K0.04%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,000$83.3K<0.01%-5,55613F-HRTimeline
West Branch Capital LLC995$82.9K0.03%-60813F-HRTimeline
Evergreen Private Wealth LLC966$80.4K0.04%-20513F-HRTimeline
BOK Financial Private Wealth, Inc.960$79.9K0.01%013F-HRTimeline
FSA Wealth Management LLC950$79.1K0.03%013F-HRTimeline
Blue Trust, Inc.940$78.3K<0.01%013F-HRTimeline
HWG Holdings LP937$78K0.03%new13F-HRTimeline
Smithfield Trust Co914$76K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC906$75.5K<0.01%-9513F-HRTimeline
Moser Wealth Advisors, LLC840$70K0.04%013F-HRTimeline
Kings Path Partners LLC840$70K0.03%013F-HRTimeline
Kathleen S. Wright Associates Inc.832$69.3K0.03%013F-HRTimeline
Millstone Evans Group, LLC827$68.9K0.05%013F-HRTimeline
Financial Perspectives, Inc814$67.8K0.02%-23813F-HRTimeline
Capital Investment Advisory Services, L…771$64.2K0.01%013F-HRTimeline
Founders Financial Alliance, LLC756$62.9K0.02%+113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.718$59.8K0.02%+113F-HRTimeline
Rice Partnership, LLC694$57.8K0.01%013F-HRTimeline
WASHINGTON TRUST Co680$56.6K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd680$56.6K<0.01%013F-HRTimelineGroup
Caldwell Trust Co679$56.5K0.01%+15913F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.656$54.6K0.01%013F-HRTimeline
First Command Advisory Services, Inc.638$53.1K<0.01%-48913F-HRTimeline
Milestone Investment Advisors LLC608$50.7K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC600$50K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST581$48.4K0.01%-6913F-HRTimeline
Quent Capital, LLC578$48.1K0.01%-28213F-HRTimeline
GAMMA Investing LLC571$47.6K<0.01%013F-HR/ATimeline
STEPH & CO560$46.6K0.02%013F-HRTimeline
Rossby Financial, LCC514$42.2K0.02%new13F-HRTimeline
Fortis Group Advisors, LLC500$41.7K0.01%013F-HRTimeline
AlphaCore Capital LLC496$41.3K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors495$41.2K<0.01%013F-HRTimelineGroup
Cornerstone Planning Group LLC509$41K0.01%+3213F-HRTimeline
Smartleaf Asset Management LLC491$40.8K<0.01%+18513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC469$39.1K0.02%+113F-HRTimeline
Murphy & Mullick Capital Management Corp464$38.6K0.04%013F-HRTimeline
Rise Advisors, LLC456$37.9K0.02%+113F-HRTimeline
High Note Wealth, LLC452$37.6K0.01%013F-HRTimeline
Armor Investment Advisors, LLC440$36.6K0.02%013F-HRTimeline
Sound Income Strategies, LLC421$35K<0.01%-613F-HRTimeline
IMA Advisory Services, Inc.408$34K<0.01%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/400$33.3K0.02%013F-HRTimelineGroup
Hanson & Doremus Investment Management396$33K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc392$32.6K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…377$31.5K0.03%-11213F-HRTimeline
Garde Capital, Inc.368$30.6K<0.01%new13F-HRTimeline
Palouse Capital Management, Inc.368$30.6K0.02%013F-HRTimeline
Financial Freedom, LLC368$30.6K0.02%013F-HRTimeline
ATWOOD & PALMER INC365$30.4K<0.01%013F-HRTimeline
Continuum Advisory, LLC348$29K<0.01%013F-HRTimeline
Atala Financial Inc340$28.3K0.02%013F-HRTimeline
Abound Wealth Management339$28.2K0.01%+24513F-HRTimeline
Stonebridge Financial Group, LLC338$28.1K<0.01%013F-HRTimeline
Financial Connections Group, Inc.378$28K0.01%+13813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT320$26.6K<0.01%013F-HRTimeline
Pacific Center for Financial Services308$25.7K0.01%013F-HRTimeline
Kimelman & Baird, LLC300$25K<0.01%013F-HRTimeline
First PREMIER Bank296$25K0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.300$25K0.02%-16013F-HRTimeline
AMERIFLEX GROUP, INC.292$24.3K0.01%+13313F-HRTimeline
Westside Investment Management, Inc.288$24K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…288$24K0.01%013F-HRTimeline
ORG Partners LLC284$23.8K0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC281$23.4K<0.01%-4113F-HRTimeline
Citizens National Bank Trust Department280$23.3K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC272$22.7K<0.01%-22913F-HRTimeline
POM Investment Strategies, LLC244$20.3K0.02%+10713F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department233$19.4K0.01%013F-HRTimelineGroup
von Borstel & Associates, Inc.240$19K0.01%new13F-HRTimeline
TSFG, LLC232$19K<0.01%013F-HRTimeline
Creekmur Asset Management LLC213$17.7K<0.01%013F-HRTimeline
Archer Investment Corp213$17.7K<0.01%013F-HRTimeline
Bogart Wealth, LLC208$17.3K<0.01%013F-HRTimeline
Hemington Wealth Management211$17K<0.01%013F-HRTimeline
Creative Capital Management Investments…204$17K0.01%013F-HRTimeline
Running Point Capital Advisors, LLC201$16.7K0.01%new13F-HRTimeline
Bristlecone Advisors, LLC198$16.5K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC188$15.7K0.01%013F-HRTimeline
Qube Research & Technologies Ltd178$14.8K<0.01%-44113F-HRTimeline
North Star Investment Management Corp.174$14.5K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.172$14.3K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC166$13.8K<0.01%013F-HRTimeline
HOWE & RUSLING INC166$13.8K<0.01%+3013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC160$13.3K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC160$13.3K0.01%013F-HRTimeline
Piscataqua Savings Bank160$13.3K0.01%013F-HRTimeline