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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
Running Point Capital Advisors, LLC201$18.3K0.01%013F-HRTimeline
SYM FINANCIAL Corp200$18.2K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC198$18K<0.01%013F-HRTimeline
Rise Advisors, LLC195$17.7K0.01%-26113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC188$17.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.174$15.8K<0.01%013F-HRTimeline
CoreFirst Bank & Trust163$14.8K0.01%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC160$14.6K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC160$14.6K0.01%013F-HRTimeline
Piscataqua Savings Bank160$14.6K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC159$14.5K<0.01%013F-HRTimeline
Gleason Group, Inc.154$14K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC150$13.6K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC147$13.4K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC144$13.1K<0.01%013F-HRTimeline
Northwest Capital Management Inc141$12.8K0.01%-1,02013F-HRTimeline
Stephens Consulting, LLC136$12.4K<0.01%013F-HRTimeline
Trust Co135$12.3K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.132$12K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD124$11.3K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC123$11.2K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…120$11K<0.01%new13F-HRTimeline
TOWER TRUST & INVESTMENT Co115$10.5K0.01%013F-HRTimeline
Bullock Wealth Management Group112$10.3K0.01%013F-HRTimeline
ADIRONDACK TRUST CO112$10.2K<0.01%013F-HRTimeline
Pacifica Partners Inc.112$10.2K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.111$10.2K0.01%013F-HRTimeline
Bank of New Hampshire107$9.73K<0.01%-1,19713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.100$9.1K0.01%13F-HRTimeline
Chung Wu Investment Group, LLC100$9.1K0.01%new13F-HRTimeline
Transce3nd, LLC98$8.92K<0.01%013F-HRTimeline
Hughes Financial Services, LLC94$8.71K<0.01%-4213F-HRTimeline
EASTERN BANK94$8.55K<0.01%new13F-HRTimeline
Sawyer & Company, Inc71$8.34K<0.01%013F-HR/ATimeline
Avion Wealth88$8K<0.01%013F-HR/ATimeline
GeoWealth Management, LLC86$7.87K<0.01%-313F-HRTimeline
Signature Resources Capital Management,…85$7.73K<0.01%new13F-HRTimeline
Larson Financial Group LLC80$7.28K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC76$6.88K<0.01%013F-HRTimeline
EPG Wealth Management LLC72$6.55K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV64$5.85K<0.01%-1,93413F-HRTimeline
New Millennium Group LLC60$5.46K<0.01%013F-HRTimeline
Robinswood Financial LLC58$5.32K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC72$5K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC48$4.37K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…48$4.37K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC47$4.24K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC40$3.64K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC36$3.28K<0.01%013F-HRTimeline
HOWE & RUSLING INC31$2.79K<0.01%-13513F-HRTimeline
Fairman Group, LLC22$2K<0.01%013F-HRTimeline
Keener Financial Planning LLC29$2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.20$1.82K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC16$1.46K<0.01%-7713F-HRTimeline
Investors Research Corp10$910<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.9$824<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC8$728<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS4$364<0.01%-100,29613F-HRTimelineGroup
Rialto Wealth Management, LLC4$364<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$87<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.