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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
GAMMA Investing LLC571$55.3K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates562$54.4K0.01%013F-HRTimeline
STEPH & CO560$54.3K0.02%013F-HRTimeline
Wealth Watch Advisors, INC554$53.7K0.02%+5813F-HRTimeline
Cornerstone Planning Group LLC512$52.6K0.01%+113F-HRTimeline
Tidemark, LLC520$50.4K0.01%-14613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST504$48.8K<0.01%-713F-HRTimeline
Fortis Group Advisors, LLC500$48.5K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors495$48K<0.01%013F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC471$45.7K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp464$45K0.03%013F-HRTimeline
High Note Wealth, LLC452$43.8K0.01%013F-HRTimeline
Armor Investment Advisors, LLC440$42.6K0.02%013F-HRTimeline
First Command Advisory Services, Inc.439$42.5K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc410$39.7K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.408$39.5K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\404$39.1K<0.01%new13F-HRTimelineGroup
Abound Wealth Management393$38.1K0.01%013F-HRTimeline
Hanson & Doremus Investment Management396$38K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC385$37.3K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…379$36.8K0.02%013F-HRTimeline
Bear Mountain Capital, Inc.347$36K0.01%-513F-HRTimeline
Palouse Capital Management, Inc.368$35.7K0.02%013F-HRTimeline
Rossmore Private Capital366$35.5K<0.01%013F-HRTimeline
ATWOOD & PALMER INC365$35.4K<0.01%013F-HRTimeline
SHP Wealth Management361$35K<0.01%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/350$33.9K0.01%013F-HRTimelineGroup
Planning Project LLC343$33.3K0.01%13F-HRTimeline
Align Financial, LLC32,552$32.6K0.02%13F-HRTimeline
Sankala Group LLC298$31.8K0.03%13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT320$31K<0.01%013F-HRTimeline
Pacific Center for Financial Services308$29.5K0.01%013F-HRTimeline
First PREMIER Bank296$29K0.01%013F-HRTimeline
Nemes Rush Group LLC293$28.4K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…288$27.9K0.01%013F-HRTimeline
Westside Investment Management, Inc.288$27.9K<0.01%013F-HRTimeline
SYM FINANCIAL Corp281$27.2K<0.01%+8113F-HRTimeline
Citizens National Bank Trust Department280$27.1K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC272$26.4K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd257$24.9K<0.01%-11013F-HRTimeline
Litman Gregory Wealth Management LLC256$24.8K<0.01%new13F-HRTimeline
Keating Financial Advisory Services, In…247$23.9K<0.01%13F-HRTimeline
Financial Connections Group, Inc.240$23K0.01%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department233$22.6K0.01%013F-HRTimelineGroup
Piedmont Capital Management, LLC/NC233$22.6K0.01%13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC230$22.3K0.01%+7013F-HRTimeline
TSFG, LLC232$22K<0.01%013F-HRTimeline
Creative Capital Management Investments…204$19.8K0.01%013F-HRTimeline
1015 Capital Partners, LLC200$19.4K0.02%13F-HRTimeline
GODSEY & GIBB, INC185$18K<0.01%new13F-HRTimeline
Archer Investment Corp184$17.9K<0.01%-3013F-HRTimeline
North Star Investment Management Corp.174$16.9K<0.01%013F-HRTimeline
Imprint Wealth LLC173$16.8K0.08%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC160$15.5K0.01%013F-HRTimeline
Piscataqua Savings Bank160$15.5K0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC159$15.4K<0.01%013F-HRTimeline
Caldwell Trust Co159$15.4K<0.01%013F-HRTimeline
Larson Financial Group LLC158$15.3K<0.01%-5813F-HRTimeline
Beacon Financial Strategies CORP156$15.1K0.01%new13F-HRTimeline
Gleason Group, Inc.155$15K<0.01%+113F-HRTimeline
BALLAST ADVISORS LLC150$14.5K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC147$14.2K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC145$14K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.132$12.8K<0.01%013F-HRTimeline
CoreFirst Bank & Trust132$12.8K0.01%013F-HRTimeline
NorthAvenue LLC128$12.4K0.01%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD124$12K0.01%013F-HRTimeline
Rossby Financial, LCC121$11.7K<0.01%-28013F-HRTimeline
West Branch Capital LLC114$11.1K<0.01%-30013F-HRTimeline
Pacifica Partners Inc.112$11K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC112$10.9K<0.01%-75813F-HRTimeline
Bullock Wealth Management Group112$10.9K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…112$10.8K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO112$10.8K<0.01%013F-HRTimeline
Bank of New Hampshire107$10.4K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC100$9.69K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.100$9.69K0.01%new13F-HRTimeline
Trust Co96$9.3K<0.01%013F-HRTimeline
Hughes Financial Services, LLC94$9.11K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC72$8K0.01%013F-HRTimeline
Strive Financial Group ,LLC82$7.94K<0.01%13F-HR/ATimeline
Essential Investment Partners LLC80$7.75K0.01%13F-HRTimeline
Provenance Wealth Advisors, LLC76$7.32K<0.01%013F-HRTimeline
TOWER TRUST & INVESTMENT Co75$7.27K<0.01%-4013F-HRTimeline
EPG Wealth Management LLC72$6.97K<0.01%013F-HRTimeline
Sawyer & Company, Inc71$6.88K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV65$6.25K<0.01%+113F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC64$6.2K<0.01%new13F-HRTimeline
RMG Wealth Management LLC47$5.86K<0.01%-45713F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC60$5.81K<0.01%13F-HRTimeline
Robinswood Financial LLC58$5.67K<0.01%013F-HRTimeline
BAYBAN56$5.42K<0.01%13F-HRTimeline
SITTNER & NELSON, LLC48$5.03K<0.01%013F-HRTimeline
New Millennium Group LLC51$4.94K<0.01%-913F-HRTimeline
Smallwood Wealth Investment Management,…48$4.65K<0.01%013F-HRTimeline
Integrity Financial Corp /WA43$4.17K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC42$4.07K<0.01%-67213F-HRTimeline
Avion Wealth48$4K<0.01%-4013F-HRTimeline
Golden State Wealth Management, LLC36$3.49K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.27$3K<0.01%-1213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HOWE & RUSLING INC31$2.99K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC30$2.91K<0.01%-1713F-HRTimeline
Cape Investment Advisory, Inc.20$1.94K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC16$1.55K<0.01%013F-HRTimeline
Investors Research Corp10$969<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.9$880<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC8$775<0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7$645<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC5$484<0.01%-2013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…4$388<0.01%new13F-HRTimelineGroup
Ransom Advisory, Ltd2$194<0.01%new13F-HRTimeline
Networth Advisors, LLC1$97<0.01%13F-HRTimeline
Raleigh Capital Management Inc.1$93<0.01%013F-HRTimeline
Kimelman & Baird, LLC0$30<0.01%-30013F-HRTimelineAmount filed as zero, left out of ratios.