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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

875 managers (884 13F filers) reported a position in IJK shares at 2025-09-30, 64,982,891 shares in all. 59 filers opened a position and 37 filers sold out during the quarter.

Managers
875
13F filers
884
New
59
Added
224
Reduced
285
Sold out
37
Shares held by filers
64,982,891

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
First PREMIER Bank296$28K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…288$27.6K0.01%013F-HRTimeline
Westside Investment Management, Inc.288$27.6K<0.01%013F-HRTimeline
Citizens National Bank Trust Department280$26.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC272$26.1K<0.01%013F-HRTimeline
Financial Connections Group, Inc.240$23K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department233$22.3K0.01%013F-HRTimelineGroup
TSFG, LLC232$22K<0.01%013F-HRTimeline
Larson Financial Group LLC216$20.7K<0.01%+13613F-HRTimeline
Archer Investment Corp214$20.5K<0.01%+113F-HRTimeline
Hemington Wealth Management211$20K<0.01%013F-HRTimeline
Bogart Wealth, LLC208$20K<0.01%013F-HRTimeline
Creative Capital Management Investments…204$19.6K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC203$19.5K0.03%new13F-HRTimeline
Creekmur Asset Management LLC203$19.5K<0.01%013F-HRTimeline
SYM FINANCIAL Corp200$19.2K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC180$17.3K<0.01%new13F-HRTimeline
North Star Investment Management Corp.174$16.7K<0.01%013F-HRTimeline
Imprint Wealth LLC173$16.6K0.05%13F-HRTimeline
Piscataqua Savings Bank160$15.3K0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC160$15.3K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC160$15.3K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC159$15.2K<0.01%013F-HRTimeline
Caldwell Trust Co159$15.2K<0.01%-52013F-HRTimeline
Gleason Group, Inc.154$14.8K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC150$14.4K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC147$14.1K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC145$13.9K<0.01%+113F-HRTimeline
Northwest Capital Management Inc141$13.5K0.01%013F-HRTimeline
CoreFirst Bank & Trust132$12.7K0.01%-3113F-HRTimeline
DiNuzzo Private Wealth, Inc.132$12.6K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD124$11.9K0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co115$11K0.01%013F-HRTimeline
Pacifica Partners Inc.112$10.8K<0.01%013F-HRTimeline
Bullock Wealth Management Group112$10.8K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…112$10.7K0.02%new13F-HRTimeline
ADIRONDACK TRUST CO112$10.7K<0.01%013F-HRTimeline
Rise Advisors, LLC107$10.3K<0.01%-8813F-HRTimeline
Bank of New Hampshire107$10.3K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.100$9.59K0.01%013F-HR/ATimeline
Chung Wu Investment Group, LLC100$9.59K0.01%013F-HRTimeline
Trust Co96$9.21K<0.01%-3913F-HRTimeline
Hughes Financial Services, LLC94$9.09K<0.01%013F-HRTimeline
Avion Wealth88$8K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC76$7.25K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC72$6.9K<0.01%013F-HRTimeline
EPG Wealth Management LLC72$6.9K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…67$6.34K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV64$6.17K<0.01%013F-HRTimeline
Sawyer & Company, Inc71$6K<0.01%013F-HRTimeline
New Millennium Group LLC60$5.75K<0.01%013F-HRTimeline
Robinswood Financial LLC58$5.61K<0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC52$5.02K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC48$4.6K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…48$4.6K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC47$4.46K<0.01%013F-HRTimeline
Integrity Financial Corp /WA43$4.12K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.39$4K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lowe Wealth Advisors, LLC40$3.84K<0.01%013F-HRTimeline
Versant Capital Management, Inc39$3.74K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC36$3.45K<0.01%013F-HRTimeline
HOWE & RUSLING INC31$2.95K<0.01%013F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC25$2.4K<0.01%-2,37313F-HRTimeline
Keener Financial Planning LLC29$2K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.20$1.92K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC16$1.53K<0.01%013F-HRTimeline
Tripletail Wealth Management, LLC13$1.26K<0.01%new13F-HRTimeline
Cloud Capital Management, LLC12$1K<0.01%new13F-HRTimeline
Investors Research Corp10$959<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.9$870<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC8$767<0.01%013F-HRTimeline
Signature Resources Capital Management,…1$96<0.01%-8413F-HRTimeline
Raleigh Capital Management Inc.1$92<0.01%013F-HRTimeline
Goodman Advisory Group, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Strategic Investment Advisors / MI218,195$29.1Knew13F-HR/ATimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.