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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
Centennial Bank/AR/in group Centennial Bank/AR/400$36.4K0.02%013F-HRTimelineGroup
Hanson & Doremus Investment Management396$36K0.01%013F-HRTimeline
Capital Investment Counsel, Inc392$35.6K0.01%013F-HRTimeline
Palouse Capital Management, Inc.368$33.5K0.02%new13F-HRTimeline
Financial Freedom, LLC368$33.5K0.02%013F-HRTimeline
ATWOOD & PALMER INC365$33.2K<0.01%-12313F-HRTimeline
Continuum Advisory, LLC348$31.6K<0.01%013F-HRTimeline
Atala Financial Inc340$30.9K0.02%13F-HRTimeline
Stonebridge Financial Group, LLC338$30.7K<0.01%13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC322$29.3K<0.01%+4613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT320$29.1K<0.01%013F-HRTimeline
Pacific Center for Financial Services308$28K0.01%013F-HRTimeline
Smartleaf Asset Management LLC306$27.9K<0.01%013F-HRTimeline
Kimelman & Baird, LLC300$27.3K<0.01%013F-HRTimeline
First PREMIER Bank296$27K0.01%013F-HRTimeline
Westside Investment Management, Inc.288$26.2K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…288$26.2K0.01%013F-HRTimeline
Citizens National Bank Trust Department280$25.5K0.01%013F-HRTimeline
Briaud Financial Planning Inc259$23K0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department233$21.2K0.01%13F-HRTimelineGroup
Financial Connections Group, Inc.240$21K0.01%013F-HRTimeline
TSFG, LLC232$21K<0.01%013F-HRTimeline
Creekmur Asset Management LLC213$19.4K<0.01%013F-HRTimeline
Archer Investment Corp213$19.3K0.01%+113F-HRTimeline
OARSMAN CAPITAL, INC.210$19.1K<0.01%013F-HRTimeline
Hemington Wealth Management211$19K<0.01%new13F-HRTimeline
Bogart Wealth, LLC208$18.9K<0.01%013F-HRTimeline
Creative Capital Management Investments…204$18.6K0.01%013F-HRTimeline
Bristlecone Advisors, LLC198$18K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC188$17.1K0.01%013F-HRTimeline
Tortoise Investment Management, LLC180$16.4K<0.01%013F-HR/ATimeline
North Star Investment Management Corp.174$15.8K<0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.172$15.6K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC166$15.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.159$15K0.01%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC160$14.5K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC160$14.5K0.01%13F-HRTimeline
Piscataqua Savings Bank160$14.5K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC159$14.5K<0.01%+11913F-HRTimeline
Gleason Group, Inc.154$14K<0.01%+113F-HRTimeline
CENTRAL TRUST Co142$12.9K<0.01%013F-HRTimeline
Atlatl Advisers LLC138$12.5K0.01%13F-HRTimeline
POM Investment Strategies, LLC137$12.5K0.01%013F-HRTimeline
HOWE & RUSLING INC136$12.4K<0.01%+10513F-HRTimeline
Stephens Consulting, LLC136$12.4K<0.01%013F-HRTimeline
Trust Co135$12.3K<0.01%+3913F-HRTimeline
CoreFirst Bank & Trust132$12K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.132$12K<0.01%013F-HRTimeline
Northwest Bank & Trust Co115$11.4K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD124$11.3K0.01%013F-HRTimeline
Mechanics Financial Corp120$10.9K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC114$10.4K<0.01%new13F-HRTimeline
Pacifica Partners Inc.112$10.2K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO112$10.2K<0.01%013F-HRTimeline
Bullock Wealth Management Group112$10.2K0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.111$10.1K0.01%013F-HRTimeline
BALLAST ADVISORS LLC100$9.09K<0.01%013F-HRTimeline
Transce3nd, LLC98$8.91K<0.01%13F-HRTimeline
Abound Wealth Management94$8.55K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC93$8.46K<0.01%013F-HRTimeline
GeoWealth Management, LLC89$8.11K<0.01%new13F-HRTimeline
Householder Group Estate & Retirement S…94$8K0.01%013F-HRTimeline
Avion Wealth88$8K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC84$7.65K<0.01%013F-HRTimeline
Larson Financial Group LLC80$7.27K<0.01%+6013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC72$7K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC76$6.87K<0.01%013F-HRTimeline
EPG Wealth Management LLC72$6.55K<0.01%013F-HRTimeline
Sawyer & Company, Inc1$6K<0.01%-7013F-HRTimeline
Mascoma Wealth Management LLC65$5.91K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC62$5.64K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC60$5.46K<0.01%-24213F-HRTimeline
New Millennium Group LLC60$5.46K<0.01%013F-HRTimeline
Robinswood Financial LLC58$5.3K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC48$4.37K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC42$3.83K<0.01%+2713F-HRTimeline
Lowe Wealth Advisors, LLC40$3.64K<0.01%013F-HRTimeline
WealthTrak Capital Management LLC38$3.46K<0.01%13F-HRTimeline
Keener Financial Planning LLC29$2K<0.01%013F-HRTimeline
Fairman Group, LLC22$2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.20$1.82K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC14$1.27K<0.01%13F-HRTimeline
Christopher J. Hasenberg, Inc11$1K<0.01%-28513F-HRTimeline
Investors Research Corp10$909<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.9$821<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC4$364<0.01%13F-HRTimeline
LANARK FINANCIAL, INC.3$2810.03%-3,24213F-HRTimeline
Ransom Advisory, Ltd2$182<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$87<0.01%new13F-HRTimeline
Legacy Financial Group LLC2,293$209Mnew13F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.