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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

928 managers (939 13F filers) reported a position in IJK shares at 2026-03-31, 70,959,683 shares in all. 67 filers opened a position and 47 filers sold out during the quarter.

Managers
928
13F filers
939
New
67
Added
246
Reduced
286
Sold out
47
Shares held by filers
70,959,683

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MV CAPITAL MANAGEMENT, INC.3,236$326K0.03%013F-HRTimeline
Composition Wealth, LLC3,219$324K<0.01%+113F-HRTimeline
WEDBUSH SECURITIES INC3,208$323K0.01%-22713F-HRTimeline
Matthew Goff Investment Advisor, LLC3,205$322K0.05%+613F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK3,200$322K0.16%013F-HRTimeline
Connecticut Wealth Management, LLC3,182$320K0.01%+18213F-HRTimeline
FARMERS TRUST CO3,168$319K0.05%013F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,015$318K0.09%+86213F-HRTimeline
Strategic Blueprint, LLC3,151$317K0.02%+113F-HRTimeline
Elm Partners Management LLC3,219$313K0.01%+413F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC3,050$307K0.12%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,035$305K0.01%-30,80113F-HRTimelineGroup
Amplius Wealth Advisors, LLC3,031$305K0.03%013F-HRTimeline
SAGE FINANCIAL GROUP INC3,021$304K0.02%013F-HRTimeline
BDFS Capital LLC2,996$301K0.15%-1313F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC2,993$301K<0.01%013F-HRTimelineGroup
Opus Financial Solutions LLC2,985$300K0.28%-29513F-HRTimeline
Krilogy Financial LLC2,785$299K0.01%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,968$299K0.04%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,958$298K0.01%-17113F-HRTimelineGroup
Institute for Wealth Management, LLC.2,956$297K0.03%+5713F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,955$297K0.02%-1,84513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,950$297K0.08%013F-HRTimeline
Creekside Partners2,931$295K0.12%013F-HRTimeline
Baker Avenue Asset Management, LP2,922$294K0.01%013F-HRTimeline
Clearwater Capital Advisors, LLC2,918$294K0.02%-11813F-HRTimeline
Huntleigh Advisors, Inc.2,911$293K0.05%013F-HRTimeline
CONDOR CAPITAL MANAGEMENT2,908$293K0.02%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,902$292K0.01%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,900$292K0.01%013F-HRTimeline
Benchmark Financial, LLC2,902$292K0.26%+15013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP2,875$289K0.02%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,844$286K<0.01%013F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,835$285K0.02%-1913F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT2,804$282K<0.01%013F-HRTimeline
BIP Wealth, LLC2,801$282K0.01%+33413F-HRTimeline
INDEPENDENT INVESTORS INC2,800$282K0.06%013F-HRTimeline
VeraBank, N.A.2,798$282K0.05%013F-HRTimeline
MOTCO2,789$281K0.03%-9713F-HRTimeline
Westmount Partners, LLC2,776$279K0.07%013F-HRTimeline
CHEMUNG CANAL TRUST CO2,772$279K0.06%-1113F-HRTimeline
GARRISON POINT ADVISORS, LLC2,770$279K0.13%013F-HRTimeline
Farmers National Bank2,766$278K0.06%013F-HRTimeline
Winthrop Capital Management, LLC2,758$278K0.07%013F-HRTimeline
Horizon Wealth Management, LLC2,755$277K0.04%013F-HRTimeline
CNB Bank2,737$275K0.12%013F-HRTimeline
First City Capital Management, Inc.2,732$275K0.15%013F-HRTimeline
Ironwood Investment Counsel, LLC2,728$274K0.04%013F-HRTimeline
Greater Midwest Financial Group, LLC2,727$274K0.15%+313F-HRTimeline
Fortis Capital Advisors, LLC2,713$273K0.04%new13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC2,713$273K0.12%013F-HRTimeline
High Net Worth Advisory Group LLC2,700$272K0.06%013F-HRTimeline
Valmark Advisers, Inc.2,690$271K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…2,688$270K0.04%+2,40013F-HRTimeline
Accredited Investors Inc.2,676$269K0.01%-79313F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2,670$269K0.1%+1,84013F-HRTimeline
UPTICK PARTNERS, LLC2,662$268K0.05%013F-HRTimeline
SMITH, MOORE & CO.2,629$264K0.02%+20513F-HRTimeline
Csenge Advisory Group2,596$261K0.01%+8113F-HRTimeline
Dakota Wealth Management2,595$261K0.01%013F-HR/ATimeline
Sterling Investment Counsel, LLC2,581$260K0.07%+7713F-HRTimeline
FIRST MANHATTAN CO. LLC.2,562$258K<0.01%013F-HRTimeline
Fee-Only Financial Planning, L.C.2,560$258K0.16%013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.2,560$258K0.09%013F-HRTimeline
Trivium Point Advisory, LLC2,545$256K0.05%013F-HRTimeline
Trifecta Capital Advisors, LLC2,540$256K0.04%013F-HRTimeline
MONEYWISE, INC.2,537$255K0.11%+213F-HRTimeline
Insight Inv LLC2,509$252K0.14%-50513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,501$252K0.02%-2,35713F-HRTimelineGroup
Elyxium Wealth, LLC2,480$250K0.08%013F-HRTimeline
NWAM LLC2,466$248K0.01%013F-HRTimeline
Park Capital Management, LLC / WI2,451$247K0.24%013F-HRTimeline
Relyea Zuckerberg Hanson LLC2,448$246K0.02%+313F-HRTimeline
Stanich Group LLC2,435$245K0.19%013F-HRTimeline
Strategies Wealth Advisors, LLC2,416$243K0.02%013F-HRTimeline
Asset Dedication, LLC2,415$243K0.02%+33313F-HRTimeline
DT Investment Partners, LLC2,400$241K0.02%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,376$239K0.02%013F-HRTimeline
CHAPIN DAVIS, INC.2,376$239K0.05%013F-HRTimeline
GLR Partners, LLC2,370$238K0.13%13F-HRTimeline
Intergy Private Wealth, LLC2,356$237K0.07%013F-HRTimeline
Financial Life Planners2,356$237K0.18%+213F-HRTimeline
JTC Employer Solutions Trustee Ltd2,360$237K0.02%013F-HRTimeline
New Insight Wealth Advisors2,355$237K0.08%-2513F-HRTimeline
Radnor Capital Management, LLC2,352$237K0.04%013F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC2,345$236K0.09%013F-HRTimeline
Clear Trail Advisors, LLC2,343$236K0.04%-8513F-HRTimeline
Pine Valley Investments Ltd Liability Co2,340$235K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,335$235K<0.01%+79413F-HRTimelineGroup
Sightline Wealth Advisors, LLC2,328$234K0.1%013F-HRTimeline
Rockwood Wealth Management, LLC2,320$233K0.02%013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV2,320$233K0.04%013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC2,300$231K0.01%013F-HRTimeline
Legacy Financial Group LLC2,293$231K0.03%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC2,293$231K0.03%+113F-HRTimeline
First Interstate Bank2,288$230K0.01%013F-HRTimeline
LaFleur & Godfrey LLC2,287$230K0.03%013F-HRTimeline
WOLFF WIESE MAGANA LLC2,285$230K0.13%013F-HRTimeline
Nilsine Partners, LLC2,102$230K0.02%013F-HRTimeline
Orion Porfolio Solutions, LLC2,272$229K<0.01%+2013F-HRTimeline
Stelac Advisory Services LLC2,250$226K0.05%new13F-HRTimeline
Granite Bay Wealth Management, LLC2,247$226K0.05%013F-HRTimeline
Plotkin Financial Advisors, LLC2,244$226K0.11%-40013F-HRTimeline
Hidden Cove Wealth Management, LLC2,240$225K0.14%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,240$225K0.11%013F-HRTimeline
Foundations Investment Advisors, LLC2,236$225K<0.01%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,229$224K<0.01%new13F-HRTimelineGroup
North Capital, Inc.2,228$224K0.19%013F-HRTimeline
Highview Capital Management LLC/DE/2,216$223K0.08%013F-HRTimeline
Blue Trust, Inc.2,199$221K<0.01%-15813F-HRTimeline
MGO ONE SEVEN LLC2,196$221K<0.01%-13013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA2,190$220K0.05%-1,92913F-HRTimeline
Cornerstone Wealth Management, LLC2,180$219K0.01%-39713F-HRTimeline
N.E.W. Advisory Services LLC2,179$219K0.02%013F-HRTimeline
Freedom Day Solutions, LLC2,179$219K0.06%013F-HRTimeline
Eagle Bay Advisors LLC2,173$219K0.19%+4213F-HRTimeline
Midwest Capital Advisors, LLC2,172$219K0.1%013F-HRTimeline
W ADVISORS, LLC2,170$218K0.11%013F-HRTimeline
Alpha Omega Wealth Management LLC2,170$218K0.04%013F-HRTimeline
LANARK FINANCIAL, INC.2,163$218K0.02%-1,16613F-HRTimeline
Legacy Bridge, LLC2,162$218K0.08%+11513F-HRTimeline
WEST BANCORPORATION INC2,140$215K0.11%013F-HRTimeline
Curi Capital, LLC2,113$213K<0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.2,097$211K0.04%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…2,093$211K<0.01%new13F-HRTimeline
Quadcap Wealth Management, LLC2,093$211K0.02%013F-HRTimeline
FFT WEALTH MANAGEMENT LLC2,092$210K0.04%013F-HRTimeline
Plan A Wealth LLC2,091$210K0.1%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,081$209K0.02%-75513F-HRTimeline
Advisors Capital Management, LLC2,079$209K<0.01%new13F-HRTimeline
Parkshore Wealth Management, Inc.2,076$209K0.07%-11213F-HRTimeline
Wealthspire Retirement, LLC2,075$209K0.01%+113F-HRTimeline
CWS Financial Advisors, LLC2,071$208K0.05%013F-HRTimeline
Azimuth Capital Investment Management L…2,024$204K0.01%new13F-HRTimeline
Lewis Asset Management, LLC2,021$203K0.08%new13F-HRTimeline
NorthRock Partners, LLC1,989$200K<0.01%new13F-HRTimeline
Aufman Associates Inc1,988$200K0.1%-87113F-HRTimeline
Security National Bank1,951$196K0.03%013F-HRTimeline
Nalls Sherbakoff Group, LLC1,916$193K0.14%013F-HRTimeline
Noble Wealth Management PBC1,849$186K0.1%-10313F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,842$185K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,819$183K<0.01%-7513F-HRTimeline
CVA Family Office, LLC1,804$182K0.02%013F-HRTimeline
HM PAYSON & CO1,712$172K<0.01%013F-HRTimeline
Prosperity Bancshares Inc1,595$160K0.13%013F-HRTimeline
Pinnacle Bancorp, Inc.1,564$157K0.05%013F-HRTimeline
Financial Perspectives, Inc1,563$157K0.04%013F-HRTimeline
Clearstead Trust, LLC1,560$157K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton1,554$156K0.03%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,520$153K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,500$151K0.03%013F-HRTimeline
Peachtree Investment Partners, LLC1,496$151K0.06%+113F-HRTimeline
Grove Bank & Trust1,472$148K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,450$146K<0.01%-34513F-HR/ATimelineGroup
WEST PACES ADVISORS INC.1,441$145K0.03%-24013F-HRTimeline
Gen-Wealth Partners Inc1,440$145K0.05%013F-HRTimeline
Synergy Investment Management, LLC1,439$145K0.05%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,408$142K<0.01%013F-HR/ATimeline
Titan Wealth (CI) Ltdin group Titan Investment Solutions Ltd1,400$141K0.06%013F-HRTimelineGroup
Rice Partnership, LLC1,389$140K0.02%013F-HRTimeline
Strategic Investment Advisors / MI1,386$139K0.01%new13F-HRTimeline
Acropolis Investment Management, LLC1,372$138K0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,360$137K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.1,352$136K0.01%013F-HRTimeline
CENTRAL TRUST Co1,342$135K<0.01%013F-HRTimeline
S.A. Mason LLC1,336$134K0.05%013F-HRTimeline
PFS Partners, LLC1,332$134K0.06%013F-HRTimeline
Walsh & Associates, LLC1,326$133K0.13%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,322$133K0.01%+28813F-HRTimeline
Horrell Capital Management, Inc.1,220$123K0.06%013F-HRTimeline
Kentucky Trust Co1,220$123K0.06%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,200$121K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1,170$118K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,168$118K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,167$117K<0.01%new13F-HR/ATimeline
SIMA Wealth Partners, LLC1,138$114K0.09%013F-HRTimeline
Founders Capital Management1,126$113K0.06%013F-HRTimeline
Main Street Group, LTD1,100$111K0.03%new13F-HRTimeline
Dunhill Financial, LLC1,085$109K0.03%+8013F-HRTimeline
Windsor Advisory Group, LLC1,076$108K0.09%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.1,074$108K0.1%013F-HRTimeline
Owl Creek Wealth Partners LLC1,071$108K0.04%13F-HRTimeline
DHJJ Financial Advisors, Ltd.1,068$107K0.04%013F-HRTimeline
Register Financial Advisors LLC1,053$106K0.04%+5313F-HRTimeline
Evergreen Private Wealth LLC1,030$104K0.04%new13F-HRTimeline
POM Investment Strategies, LLC991$99.7K0.12%-21,72313F-HRTimeline
Legend Capital Advisors LLC940$94.6K0.06%new13F-HRTimeline
Aptus Capital Advisors, LLC910$91.6K<0.01%013F-HRTimeline
Smithfield Trust Co914$91K<0.01%013F-HRTimeline
Mill Capital Management, LLC900$90.6K0.01%013F-HRTimeline
ESL Trust Services, LLC898$90.4K0.02%013F-HRTimeline
Rialto Wealth Management, LLC880$88.5K0.02%013F-HRTimeline
Founders Financial Alliance, LLC872$87.7K0.02%+76013F-HRTimeline
Kings Path Partners LLC840$84.5K0.03%013F-HR/ATimeline
Millstone Evans Group, LLC827$83.2K0.05%013F-HRTimeline
Capital Investment Advisory Services, L…771$77.6K0.01%013F-HRTimeline
Glassy Mountain Advisors, Inc.752$75.6K0.02%+113F-HRTimeline
Root Financial Partners, LLC750$75.5K<0.01%+1313F-HRTimeline
Sage Mountain Advisors LLC725$73K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.723$72.7K0.02%+113F-HRTimeline