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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

914 managers (922 13F filers) reported a position in IJK shares at 2025-12-31, 65,909,166 shares in all. 53 filers opened a position and 48 filers sold out during the quarter.

Managers
914
13F filers
922
New
53
Added
247
Reduced
266
Sold out
48
Shares held by filers
65,909,166

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MMA ASSET MANAGEMENT LLC3,111$301K0.11%-513F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC3,050$295K0.11%new13F-HRTimeline
Clearwater Capital Advisors, LLC3,036$294K0.02%013F-HRTimeline
Thomasville National Bank3,033$294K0.02%013F-HRTimeline
Amplius Wealth Advisors, LLC3,031$294K0.02%013F-HRTimeline
SAGE FINANCIAL GROUP INC3,021$293K0.02%+7213F-HRTimeline
Insight Inv LLC3,014$292K0.16%-3013F-HRTimeline
BDFS Capital LLC3,009$291K0.15%13F-HRTimeline
BAILARD, INC.3,003$291K0.01%013F-HRTimeline
Connecticut Wealth Management, LLC3,000$291K0.01%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,993$290K<0.01%013F-HRTimelineGroup
ECLECTIC ASSOCIATES INC /ADV2,968$288K0.04%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,950$286K0.08%-54013F-HRTimeline
Creekside Partners2,931$284K0.12%013F-HRTimeline
Baker Avenue Asset Management, LP2,922$283K0.01%013F-HRTimeline
Huntleigh Advisors, Inc.2,911$282K0.05%+2813F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,908$282K0.02%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,902$281K0.01%-7513F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,900$281K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.2,899$281K0.03%-10913F-HRTimeline
MOTCO2,886$280K0.03%013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,875$279K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,836$278K0.02%+62613F-HRTimeline
Aufman Associates Inc2,859$277K0.14%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,854$277K0.02%+12713F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,844$276K<0.01%013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT2,804$272K<0.01%013F-HRTimeline
INDEPENDENT INVESTORS INC2,800$271K0.05%013F-HRTimeline
BBR PARTNERS, LLC2,800$271K0.01%013F-HRTimeline
VeraBank, N.A.2,798$271K0.05%013F-HRTimeline
CHEMUNG CANAL TRUST CO2,783$270K0.05%-2613F-HRTimeline
Westmount Partners, LLC2,776$269K0.07%013F-HRTimeline
GARRISON POINT ADVISORS, LLC2,770$268K0.12%+2013F-HRTimeline
Farmers National Bank2,766$268K0.06%013F-HRTimeline
Winthrop Capital Management, LLC2,758$267K0.06%+213F-HRTimeline
Horizon Wealth Management, LLC2,755$267K0.04%013F-HRTimeline
Benchmark Financial, LLC2,752$267K0.27%13F-HRTimeline
CNB Bank2,737$265K0.11%013F-HRTimeline
Savvy Advisors, Inc.2,734$265K0.01%new13F-HRTimeline
First City Capital Management, Inc.2,732$265K0.14%013F-HRTimeline
Ironwood Investment Counsel, LLC2,728$264K0.04%013F-HRTimeline
Greater Midwest Financial Group, LLC2,724$264K0.15%+613F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC2,713$263K0.12%-44213F-HRTimeline
High Net Worth Advisory Group LLC2,700$262K0.06%013F-HRTimeline
SB Capital Management Inc2,677$259K0.1%13F-HRTimeline
UPTICK PARTNERS, LLC2,662$258K0.05%-1,22613F-HRTimeline
Plotkin Financial Advisors, LLC2,644$256K0.12%013F-HRTimeline
Dakota Wealth Management2,595$251K<0.01%013F-HR/ATimeline
GENEVA CAPITAL MANAGEMENT LLC2,582$250K<0.01%new13F-HRTimeline
Cornerstone Wealth Management, LLC2,577$250K0.01%-8213F-HRTimeline
FIRST MANHATTAN CO. LLC.2,562$248K<0.01%new13F-HRTimeline
Fee-Only Financial Planning, L.C.2,560$248K0.14%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,560$248K0.08%013F-HR/ATimeline
Trivium Point Advisory, LLC2,545$247K0.02%new13F-HRTimeline
Trifecta Capital Advisors, LLC2,540$246K0.04%013F-HRTimeline
MONEYWISE, INC.2,535$246K0.1%+313F-HRTimeline
NWAM LLC2,466$245K0.01%+113F-HRTimeline
Csenge Advisory Group2,515$244K0.01%+3913F-HRTimeline
Sterling Investment Counsel, LLC2,504$243K0.07%013F-HRTimeline
Elyxium Wealth, LLC2,480$240K0.07%013F-HRTimeline
BIP Wealth, LLC2,467$239K0.01%013F-HRTimeline
Modern Wealth Management, LLC2,453$238K<0.01%-34913F-HRTimeline
Park Capital Management, LLC / WI2,451$237K0.17%013F-HRTimeline
Relyea Zuckerberg Hanson LLC2,445$237K0.02%+513F-HRTimeline
Stanich Group LLC2,435$236K0.18%013F-HRTimeline
Clear Trail Advisors, LLC2,428$235K0.05%13F-HRTimeline
SMITH, MOORE & CO.2,424$235K0.02%013F-HRTimeline
Strategies Wealth Advisors, LLC2,416$234K0.02%013F-HRTimeline
DT Investment Partners, LLC2,400$233K0.02%013F-HRTimeline
Legacy Financial Group LLC2,293$232K0.03%013F-HRTimeline
New Insight Wealth Advisors2,380$231K0.08%+8013F-HRTimeline
CHAPIN DAVIS, INC.2,376$230K0.05%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,376$230K0.01%013F-HRTimeline
JTC Employer Solutions Trustee Ltd2,360$229K0.02%013F-HRTimeline
Blue Trust, Inc.2,357$228K<0.01%+1,41713F-HRTimeline
Intergy Private Wealth, LLC2,356$228K0.07%013F-HRTimeline
Financial Life Planners2,354$228K0.16%+513F-HRTimeline
Radnor Capital Management, LLC2,352$228K0.03%013F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC2,345$227K0.09%13F-HRTimeline
Traynor Capital Management, Inc.2,344$227K0.01%-12313F-HRTimeline
Pine Valley Investments Ltd Liability Co2,340$227K0.01%+4013F-HRTimeline
Sightline Wealth Advisors, LLC2,328$226K0.1%013F-HRTimeline
MGO ONE SEVEN LLC2,326$225K<0.01%013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV2,320$225K0.04%-35213F-HRTimeline
Rockwood Wealth Management, LLC2,320$225K0.02%new13F-HRTimeline
ROMAN BUTLER FULLERTON & CO2,153$223K0.06%+313F-HRTimeline
EAGLE GLOBAL ADVISORS LLC2,300$223K0.01%-50013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,292$222K0.03%+213F-HRTimeline
First Interstate Bank2,288$222K0.01%013F-HRTimeline
LaFleur & Godfrey LLC2,287$222K0.03%013F-HRTimeline
Pacific Park Financial, Inc.2,286$221K0.14%13F-HRTimeline
WOLFF WIESE MAGANA LLC2,285$221K0.12%013F-HRTimeline
Orion Porfolio Solutions, LLC2,252$218K<0.01%-21213F-HRTimeline
CFO4Life Group, LLC2,250$218K0.03%013F-HRTimeline
Granite Bay Wealth Management, LLC2,247$218K0.05%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,240$217K0.1%013F-HRTimeline
Hidden Cove Wealth Management, LLC2,240$217K0.14%013F-HRTimeline
Klingman & Associates, LLC2,239$217K0.01%013F-HRTimeline
North Capital, Inc.2,228$216K0.19%-113F-HR/ATimeline
Highview Capital Management LLC/DE/2,216$215K0.08%-12013F-HRTimeline
Gateway Wealth Partners, LLC2,212$214K0.02%+213F-HRTimeline
Colorado Capital Management, Inc.2,199$213K0.08%013F-HRTimeline
Parkshore Wealth Management, Inc.2,188$212K0.08%+413F-HRTimeline
N.E.W. Advisory Services LLC2,179$211K0.02%013F-HRTimeline
Freedom Day Solutions, LLC2,179$211K0.06%013F-HRTimeline
Midwest Capital Advisors, LLC2,172$210K0.1%+513F-HRTimeline
W ADVISORS, LLC2,170$210K0.11%013F-HRTimeline
Alpha Omega Wealth Management LLC2,170$210K0.03%013F-HRTimeline
Shakespeare Wealth Management, LLC2,160$209K0.05%013F-HRTimeline
STEVENS CAPITAL PARTNERS2,158$209K0.05%+4713F-HRTimeline
Revolve Wealth Partners, LLC2,150$208K0.02%-2813F-HRTimeline
WEST BANCORPORATION INC2,140$207K0.11%-51613F-HRTimeline
FSA Advisors, Inc.2,140$207K0.14%new13F-HRTimeline
TFB Advisors LLC2,132$207K0.06%+313F-HRTimeline
Eagle Bay Advisors LLC2,131$206K0.15%-50713F-HRTimeline
Wealth Preservation Advisors, LLC2,131$206K0.1%013F-HRTimeline
Nilsine Partners, LLC2,102$204K0.02%-19813F-HRTimeline
Integrated Wealth Concepts LLC2,094$203K<0.01%-158,70313F-HRTimeline
Quadcap Wealth Management, LLC2,093$203K0.02%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC2,092$203K0.04%013F-HRTimeline
Procyon Advisors, LLC2,092$203K0.01%013F-HRTimeline
Plan A Wealth LLC2,091$203K0.1%013F-HRTimeline
Summit Investment Advisory Services, LLC2,086$202K0.08%-2713F-HRTimeline
Asset Dedication, LLC2,082$202K0.01%+7113F-HRTimeline
Wealthspire Retirement, LLC2,074$201K0.01%new13F-HRTimeline
CWS Financial Advisors, LLC2,071$201K0.05%new13F-HRTimeline
Harvest Investment Services, LLC2,065$200K0.04%new13F-HRTimeline
Legacy Bridge, LLC2,047$198K0.08%+14313F-HRTimeline
Noble Wealth Management PBC1,952$189K0.1%+5413F-HRTimeline
Security National Bank1,951$189K0.03%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,916$186K0.13%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,894$183K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,842$178K0.02%new13F-HRTimeline
CVA Family Office, LLC1,804$175K0.02%013F-HRTimeline
IFC & Insurance Marketing, Inc.1,798$174K0.17%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,795$174K0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,761$171K0.01%new13F-HRTimeline
HM PAYSON & CO1,712$166K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.1,681$163K0.03%013F-HRTimeline
Prosperity Bancshares Inc1,595$155K0.14%13F-HRTimeline
Pinnacle Bancorp, Inc.1,564$152K0.04%013F-HRTimeline
Financial Perspectives, Inc1,563$151K0.04%+27413F-HRTimeline
Clearstead Trust, LLC1,560$151K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton1,554$151K0.03%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,541$149K<0.01%+55513F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/1,520$147K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,500$145K0.03%013F-HRTimeline
Peachtree Investment Partners, LLC1,495$145K0.05%-1913F-HRTimeline
Grove Bank & Trust1,472$143K0.02%013F-HRTimeline
Strategic Advocates LLC1,431$140K0.04%013F-HRTimeline
Gen-Wealth Partners Inc1,440$140K0.04%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,408$136K<0.01%new13F-HRTimeline
Titan Wealth (CI) Ltdin group Titan Investment Solutions Ltd1,400$136K0.05%13F-HRTimelineGroup
Rice Partnership, LLC1,389$135K0.02%013F-HRTimeline
SIGNATUREFD, LLC1,360$132K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.1,352$131K0.01%013F-HRTimeline
CENTRAL TRUST Co1,342$130K<0.01%013F-HRTimeline
S.A. Mason LLC1,336$129K0.05%013F-HRTimeline
PFS Partners, LLC1,332$129K0.06%013F-HRTimeline
Walsh & Associates, LLC1,326$128K0.13%13F-HRTimeline
Horrell Capital Management, Inc.1,220$118K0.05%013F-HRTimeline
Kentucky Trust Co1,220$118K0.06%-34013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,200$116K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,170$113K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,168$113K0.01%-8013F-HRTimeline
SIMA Wealth Partners, LLC1,138$110K0.08%013F-HRTimeline
Founders Capital Management1,126$109K0.06%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,074$108K0.1%13F-HRTimeline
Windsor Advisory Group, LLC1,076$104K0.09%013F-HRTimeline
DHJJ Financial Advisors, Ltd.1,068$103K0.03%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,034$100K0.01%013F-HRTimeline
Dunhill Financial, LLC1,005$97.4K0.02%013F-HRTimeline
Register Financial Advisors LLC1,000$96.9K0.04%013F-HRTimeline
Sound Income Strategies, LLC936$96.8K<0.01%+54013F-HRTimeline
Aviso Financial Inc.941$91.2K<0.01%-4,78113F-HRTimeline
Basepoint Wealth LLC922$89.4K0.05%new13F-HRTimeline
Smithfield Trust Co914$89K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC910$88.1K<0.01%-10513F-HRTimeline
Mill Capital Management, LLC900$87.2K0.01%013F-HRTimeline
ESL Trust Services, LLC898$87K0.02%new13F-HRTimeline
Rialto Wealth Management, LLC880$85.3K0.02%new13F-HRTimeline
Kings Path Partners LLC840$81.4K0.03%013F-HRTimeline
Smartleaf Asset Management LLC826$80.9K<0.01%+34013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV830$80.4K0.03%013F-HRTimeline
Millstone Evans Group, LLC827$80.1K0.05%013F-HRTimeline
Capital Investment Advisory Services, L…771$74.7K0.01%013F-HRTimeline
Modus Advisors, LLC764$74K0.02%new13F-HRTimeline
Glassy Mountain Advisors, Inc.751$72.7K0.02%+213F-HRTimeline
Root Financial Partners, LLC737$71.4K<0.01%-21513F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.726$70.3K<0.01%+16113F-HRTimelineGroup
Sage Mountain Advisors LLC725$70.2K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.722$70K0.02%+113F-HRTimeline
Hilltop National Bank700$67.8K0.02%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd680$65.9K<0.01%013F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.656$63.6K0.01%013F-HRTimeline
KELLEHER FINANCIAL ADVISORS620$60.1K0.01%013F-HRTimeline
Milestone Investment Advisors LLC608$58.9K0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC600$58.1K<0.01%013F-HRTimeline
Merited Wealth, LLC596$57.7K0.05%13F-HRTimeline
Quent Capital, LLC578$56K<0.01%013F-HRTimeline