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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

861 managers (870 13F filers) reported a position in IJK shares at 2025-06-30, 67,232,247 shares in all. 67 filers opened a position and 55 filers sold out during the quarter.

Managers
861
13F filers
870
New
67
Added
206
Reduced
311
Sold out
55
Shares held by filers
67,232,247

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Huntleigh Advisors, Inc.2,883$262K0.05%-10213F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,875$262K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,874$261K<0.01%+1,21913F-HRTimelineGroup
Aufman Associates Inc2,859$260K0.16%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,844$259K<0.01%013F-HRTimelineGroup
CHEMUNG CANAL TRUST CO2,809$256K0.05%013F-HRTimeline
Modern Wealth Management, LLC2,805$255K0.01%-5813F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT2,804$255K0.01%new13F-HRTimeline
WEST BANCORPORATION INC2,801$255K0.16%013F-HRTimeline
INDEPENDENT INVESTORS INC2,800$255K0.06%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC2,800$255K0.01%013F-HRTimeline
VeraBank, N.A.2,798$255K0.05%-913F-HRTimeline
Nilsine Partners, LLC2,776$253K0.03%new13F-HRTimeline
Westmount Partners, LLC2,776$253K0.07%013F-HRTimeline
Farmers National Bank2,766$252K0.07%-2513F-HRTimeline
Winthrop Capital Management, LLC2,756$251K0.06%013F-HRTimeline
Horizon Wealth Management, LLC2,755$251K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,749$250K<0.01%-3813F-HRTimelineGroup
Eagle Bay Advisors LLC2,747$250K0.21%-7313F-HRTimeline
CNB Bank2,737$249K0.12%013F-HRTimeline
First City Capital Management, Inc.2,732$249K0.14%013F-HRTimeline
Ironwood Investment Counsel, LLC2,728$248K0.04%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,726$248K0.02%+11213F-HRTimelineGroup
Greater Midwest Financial Group, LLC2,713$247K0.19%+413F-HRTimeline
GARRISON POINT ADVISORS, LLC2,700$246K0.11%-10013F-HRTimeline
High Net Worth Advisory Group LLC2,700$246K0.07%013F-HRTimeline
Confluence Wealth Services, Inc.2,674$243K0.01%013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV2,672$243K0.05%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,670$243K0.09%013F-HRTimeline
Plotkin Financial Advisors, LLC2,644$241K0.13%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,608$237K<0.01%-50013F-HRTimeline
Paragon Private Wealth Management, LLC2,592$236K0.09%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,572$234K0.01%013F-HRTimeline
Traynor Capital Management, Inc.2,550$234K0.02%new13F-HRTimeline
Fee-Only Financial Planning, L.C.2,560$233K0.14%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,560$233K0.09%-9113F-HRTimeline
Trifecta Capital Advisors, LLC2,540$231K0.04%013F-HRTimeline
MONEYWISE, INC.2,529$230K0.11%+213F-HRTimeline
DT Investment Partners, LLC2,520$229K0.02%013F-HRTimeline
Teamwork Financial Advisors, LLC2,515$229K0.03%-21013F-HRTimeline
NWAM LLC2,465$226K0.01%new13F-HR/ATimeline
Elyxium Wealth, LLC2,480$226K0.08%013F-HRTimeline
BIP Wealth, LLC2,467$224K0.01%new13F-HRTimeline
FSM Wealth Advisors, LLC2,424$223K0.04%new13F-HRTimeline
Park Capital Management, LLC / WI2,451$223K0.21%-1,28513F-HRTimeline
TWO SIGMA SECURITIES, LLC2,449$223K0.03%new13F-HRTimeline
Highview Capital Management LLC/DE/2,446$223K0.09%-35013F-HRTimeline
Relyea Zuckerberg Hanson LLC2,436$222K0.03%-98913F-HRTimeline
Csenge Advisory Group2,514$221K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC2,426$221K<0.01%-313F-HR/ATimeline
SMITH, MOORE & CO.2,423$220K0.02%013F-HRTimeline
Financial Life Planners2,418$220K0.18%-82013F-HRTimeline
Strategies Wealth Advisors, LLC2,416$220K0.02%013F-HRTimeline
IMS Capital Management2,408$219K0.1%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC2,398$218K<0.01%new13F-HRTimeline
Benchmark Wealth Management, LLC2,398$218K0.1%new13F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,376$216K0.01%new13F-HRTimeline
CHAPIN DAVIS, INC.2,376$216K0.06%-7013F-HRTimeline
JTC Employer Solutions Trustee Ltd2,360$215K0.02%013F-HRTimeline
Intergy Private Wealth, LLC2,356$214K0.07%new13F-HRTimeline
Radnor Capital Management, LLC2,352$214K0.03%new13F-HRTimeline
Rockbridge Investment Management, LCC2,336$213K0.02%-13213F-HRTimeline
Sightline Wealth Advisors, LLC2,328$212K0.1%new13F-HRTimeline
New Insight Wealth Advisors2,311$210K0.09%new13F-HRTimeline
Koss-Olinger Consulting, LLC2,303$209K0.02%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,300$209K<0.01%new13F-HRTimeline
Legacy Financial Group LLC2,293$209K0.03%new13F-HRTimeline
TFG Advisers LLC2,292$208K0.07%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,289$208K0.03%new13F-HRTimeline
First Interstate Bank2,288$208K0.01%new13F-HRTimeline
LaFleur & Godfrey LLC2,287$208K0.03%-16513F-HRTimeline
WOLFF WIESE MAGANA LLC2,285$208K0.13%013F-HRTimeline
Belpointe Asset Management LLC2,268$206K0.01%new13F-HRTimeline
Good Life Advisors, LLC2,263$206K0.01%new13F-HRTimeline
CFO4Life Group, LLC2,250$205K0.03%-70013F-HRTimeline
Granite Bay Wealth Management, LLC2,247$204K0.07%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,240$204K0.11%013F-HRTimeline
Hidden Cove Wealth Management, LLC2,240$204K0.15%new13F-HRTimeline
Klingman & Associates, LLC2,239$204K0.01%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,148$203K0.06%new13F-HRTimeline
North Capital, Inc.2,228$203K0.17%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC2,217$202K0.01%new13F-HRTimeline
Revolve Wealth Partners, LLC2,215$202K0.03%new13F-HRTimeline
BENNETT SELBY INVESTMENTS LP2,210$201K0.07%-30013F-HRTimeline
Gateway Wealth Partners, LLC2,210$201K0.04%new13F-HRTimeline
Colorado Capital Management, Inc.2,199$200K0.09%new13F-HRTimeline
N.E.W. Advisory Services LLC2,179$198K0.02%013F-HRTimeline
Nalls Sherbakoff Group, LLC2,176$198K0.14%013F-HRTimeline
Midwest Capital Advisors, LLC2,164$197K0.1%013F-HRTimeline
Wealth Preservation Advisors, LLC2,131$194K0.12%013F-HRTimeline
Asset Dedication, LLC1,983$180K0.01%013F-HRTimeline
Security National Bank1,951$178K0.03%013F-HRTimeline
Legacy Bridge, LLC1,904$173K0.08%-313F-HRTimeline
Federation des caisses Desjardins du Qu…1,894$172K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.1,843$168K0.04%+16213F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,842$167K0.03%013F-HRTimeline
CVA Family Office, LLC1,804$164K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,795$163K0.01%013F-HRTimelineGroup
HM PAYSON & CO1,712$156K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,564$142K0.04%013F-HRTimeline
Clearstead Trust, LLC1,560$142K0.03%-74713F-HRTimeline
Kentucky Trust Co1,560$142K0.08%013F-HRTimeline
Rosenberg Matthew Hamilton1,554$141K0.03%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,520$138K0.02%new13F-HRTimeline
Peachtree Investment Partners, LLC1,513$138K0.05%+113F-HRTimeline
DUNCKER STREETT & CO INC1,500$136K0.02%-8013F-HRTimeline
Grove Bank & Trust1,472$134K0.02%013F-HRTimeline
Gen-Wealth Partners Inc1,440$131K0.05%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,411$128K0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC1,360$124K<0.01%-76913F-HRTimeline
WEBSTER BANK, N. A.1,352$123K0.01%new13F-HRTimeline
S.A. Mason LLC1,336$122K0.06%013F-HRTimeline
PFS Partners, LLC1,332$121K0.06%013F-HRTimeline
Register Financial Advisors LLC1,300$118K0.05%-22513F-HRTimeline
DHJJ Financial Advisors, Ltd.1,271$116K0.04%-17513F-HRTimeline
MONTAG A & ASSOCIATES INC1,248$114K0.01%013F-HRTimeline
Main Street Group, LTD1,244$113K0.04%+11113F-HRTimeline
Horrell Capital Management, Inc.1,220$111K0.05%013F-HRTimeline
Blue Trust, Inc.1,212$110K<0.01%+27213F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,200$109K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC1,193$109K0.09%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,170$106K0.01%13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,167$106K<0.01%013F-HR/ATimeline
Founders Capital Management1,126$102K0.06%013F-HRTimeline
Windsor Advisory Group, LLC1,076$97.9K0.14%013F-HRTimeline
Aptus Capital Advisors, LLC1,014$92.2K<0.01%+10813F-HRTimeline
Financial Perspectives, Inc1,010$91.9K0.03%+19613F-HRTimeline
Dunhill Financial, LLC1,004$91.4K0.03%-113F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC984$89.5K0.01%new13F-HRTimeline
Evergreen Private Wealth LLC966$87.9K0.04%013F-HRTimeline
BOK Financial Private Wealth, Inc.960$87.3K0.01%013F-HRTimeline
FSA Wealth Management LLC950$86.4K0.03%013F-HRTimeline
Tidemark, LLC924$84.1K0.03%-27513F-HRTimeline
Smithfield Trust Co914$83K<0.01%013F-HRTimeline
Mill Capital Management, LLC900$81.9K0.01%-30013F-HRTimeline
AMERIFLEX GROUP, INC.904$81.7K0.04%+61213F-HRTimeline
Kings Path Partners LLC853$77.6K0.03%+1313F-HRTimeline
GPS Wealth Strategies Group, LLC837$76.2K0.01%-52413F-HRTimeline
Kathleen S. Wright Associates Inc.832$75.7K0.03%013F-HRTimeline
Millstone Evans Group, LLC827$75.2K0.05%013F-HRTimeline
Capital Investment Advisory Services, L…771$70.1K0.01%013F-HRTimeline
Sage Mountain Advisors LLC725$66K<0.01%-99913F-HRTimeline
Jackson, Grant Investment Advisers, Inc.719$65.4K0.02%+113F-HRTimeline
Hilltop National Bank700$63.7K0.02%13F-HRTimeline
Rice Partnership, LLC694$63.1K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd680$61.9K<0.01%013F-HRTimelineGroup
Caldwell Trust Co679$61.8K0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.656$59.7K0.01%013F-HRTimeline
Milestone Investment Advisors LLC608$55.3K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC600$54.6K<0.01%013F-HRTimeline
Moser Wealth Advisors, LLC600$54.6K0.03%-24013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST584$53.1K0.01%+313F-HRTimeline
GAMMA Investing LLC571$52K<0.01%013F-HRTimeline
STEPH & CO560$50.9K0.02%013F-HRTimeline
Cornerstone Planning Group LLC510$47.3K0.01%+113F-HRTimeline
RMG Wealth Management LLC504$46.8K0.01%13F-HRTimeline
Fortis Group Advisors, LLC500$45.5K0.01%013F-HRTimeline
AlphaCore Capital LLC496$45.1K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors495$45K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC486$44.2K<0.01%-513F-HRTimeline
Murphy & Mullick Capital Management Corp464$43.2K0.04%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC470$42.8K0.02%+113F-HRTimeline
High Note Wealth, LLC452$41.1K0.01%013F-HRTimeline
Armor Investment Advisors, LLC440$40K0.02%013F-HRTimeline
First Command Advisory Services, Inc.439$39.9K<0.01%-19913F-HRTimeline
West Branch Capital LLC413$37.6K0.01%-58213F-HRTimeline
Rossby Financial, LCC413$37.6K0.01%-10113F-HRTimeline
Capital Investment Counsel, Inc410$37.3K<0.01%+1813F-HRTimeline
IMA Advisory Services, Inc.408$37.1K<0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/400$36.4K0.02%013F-HR/ATimelineGroup
Qube Research & Technologies Ltd398$36.2K<0.01%+22013F-HRTimeline
Sound Income Strategies, LLC396$36.1K<0.01%-2513F-HRTimeline
Hanson & Doremus Investment Management396$36K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC384$34.9K0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…378$34.4K0.03%+113F-HRTimeline
Palouse Capital Management, Inc.368$33.5K0.02%013F-HRTimeline
Garde Capital, Inc.368$33.5K<0.01%013F-HRTimeline
ATWOOD & PALMER INC365$33.2K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.352$32.7K0.01%-85513F-HRTimeline
Abound Wealth Management339$30.8K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT320$29.1K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC318$28.9K<0.01%new13F-HR/ATimeline
Pacific Center for Financial Services308$28K0.01%013F-HRTimeline
Kimelman & Baird, LLC300$27.3K<0.01%013F-HRTimeline
First PREMIER Bank296$27K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…288$26.2K0.01%013F-HRTimeline
Westside Investment Management, Inc.288$26.2K<0.01%013F-HRTimeline
CENTRAL TRUST Co287$26.1K<0.01%+14513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC281$25.6K<0.01%013F-HRTimeline
Citizens National Bank Trust Department280$25.5K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC272$24.7K<0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department233$21.2K0.01%013F-HRTimelineGroup
Financial Connections Group, Inc.240$21K0.01%-13813F-HRTimeline
TSFG, LLC232$21K<0.01%013F-HRTimeline
Archer Investment Corp213$19.4K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…210$19K0.02%-56,17913F-HR/ATimeline
Hemington Wealth Management211$19K<0.01%013F-HRTimeline
Bogart Wealth, LLC208$18.9K<0.01%013F-HRTimeline
Creative Capital Management Investments…204$18.6K0.01%013F-HRTimeline
Creekmur Asset Management LLC203$18.5K<0.01%-1013F-HRTimeline