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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
MORGAN STANLEYin group MORGAN STANLEY7,176,967$653M0.05%+397,82613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,444,174$586M0.14%-312,39613F-HRTimelineGroup
FMR LLCin group FMR LLC3,681,255$335M0.02%-73,49813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,634,210$330M0.03%-73,84313F-HRTimelineGroup
Main Management ETF Advisors, LLCgroup of 2 filers holding3,156,226$287M-707,179Timeline
UBS Group AGin group UBS Group AG2,190,633$199M0.04%-31,02113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,015,043$183M0.12%+56,58013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,009,966$183M0.04%-40,81013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,846,654$168M0.48%+135,93513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,801,098$164M0.06%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,738,471$158M-32,424Timeline
LPL Financial LLC1,361,626$124M0.05%+102,43113F-HRTimeline
Financial Engines Advisors L.L.C.1,354,321$123M0.26%-70,46113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,288,916$117M0.03%-173,93413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,097,130$99.8M0.08%+62,50713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,033,427$94M0.01%+53,85213F-HRTimelineGroup
D.A. DAVIDSON & CO.1,025,894$93.3M0.76%+18,75013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO862,794$78.5M0.01%+174,90213F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC826,610$75.2M4.52%-7,75213F-HRTimeline
MAI Capital Management782,332$71.1M0.53%+32,32713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp778,570$70.8M0.01%+73,54813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC736,738$67M0.1%-48,52913F-HRTimeline
Willis Johnson & Associates, Inc.646,318$58.8M4.51%+14,00313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…596,406$54.2M0.21%-5,73813F-HRTimelineGroup
HighTower Advisors, LLC554,974$50.5M0.07%+23,79713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA534,473$48.6M0.01%-35,15213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/525,511$47.8M0.02%-21013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC508,371$46.2M0.1%+13,32213F-HRTimelineGroup
BOKF, NAin group BOKF, NA502,265$45.6M0.77%+9,59113F-HRTimelineGroup
Joel Isaacson & Co., LLC484,036$44M1.98%-58113F-HRTimeline
Wilmington Savings Fund Society, FSB478,539$43.5M0.78%-11,40113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP454,027$41.3M0.06%-13,21713F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP442,234$40.2M0.3%-65213F-HRTimelineGroup
World Investment Advisors414,157$37.7M1.03%+387,23813F-HRTimeline
Moment Partners, LLC389,529$35.4M6.75%13F-HRTimeline
Mariner, LLCin group Mariner, LLC372,983$33.9M0.06%+44,95213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC275,310$25M0.16%-250,59613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP272,844$24.8M0.02%+64,50213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC271,843$24.7M0.19%-2,43513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…270,358$24.6M0.06%+3,54913F-HRTimelineGroup
Steward Partners Investment Advisory, L…270,033$24.6M0.22%+70013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC265,167$24.3M3.39%+20,99313F-HRTimeline
Cetera Investment Advisers263,965$24M0.05%-118,96113F-HRTimeline
COURIER CAPITAL LLC263,408$24M1.65%+5,33813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.260,231$23.7M0.57%-17,72313F-HRTimelineGroup
Capital Advisors, Ltd. LLC233,418$21.2M2.68%+55113F-HRTimeline
SPC Financial, Inc.221,465$20.1M1.76%+4,60013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP211,515$19.2M0.02%-49,91013F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding211,129$19.2M+1,250Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.210,837$19.2M0.04%+7,22613F-HRTimelineGroup
JMAC ENTERPRISES LLC208,250$18.9M2.97%+42713F-HRTimeline
Salomon & Ludwin, LLC199,401$18.1M1.92%-12,32313F-HRTimeline
Creative Planningin group Creative Planning191,076$17.4M0.02%+21,56113F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO186,094$16.9M2.14%-23,51313F-HRTimeline
Cassaday & Co Wealth Management LLC181,172$16.5M0.45%+2,14513F-HRTimeline
Hudson Capital Management LLC181,121$16.5M5.12%-5,28113F-HRTimeline
COMERICA BANK169,926$15.5M0.06%-30,27213F-HR/ATimeline
Sandy Spring Bank168,479$15.3M0.62%+56,67913F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding167,370$15.2M-5,677Timeline
Sterling Financial Planning, Inc.166,230$15.1M5.56%+2,13113F-HRTimeline
Integrated Wealth Concepts LLC162,993$14.8M0.17%+3,65313F-HRTimeline
Blue Edge Capital, LLC162,112$14.7M2.32%+1,56213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.160,580$14.6M0.03%-105,67213F-HR/ATimelineGroup
Texas Yale Capital Corp.159,703$14.5M0.58%-1,00013F-HRTimeline
FIRST MERCHANTS CORP147,872$13.4M0.52%-2,61013F-HRTimeline
GHP Investment Advisors, Inc.146,669$13.3M0.62%-64613F-HRTimeline
Ifrah Financial Services, Inc.146,150$13.3M3.67%-1,98513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.145,360$13.2M0.18%+3,97013F-HRTimelineGroup
Waverly Advisors, LLC142,155$12.9M0.2%+44,84113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.139,976$12.7M0.12%+46,55413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding139,394$12.7M+79,036Timeline
US BANCORP \DE\in group US BANCORP \DE\121,534$11.1M0.01%-2,25213F-HRTimelineGroup
SOA Wealth Advisors, LLC.119,498$10.9M2%+1,47813F-HR/ATimeline
MONETA GROUP INVESTMENT ADVISORS LLC114,879$10.4M0.15%+17513F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC107,183$9.75M0.01%-2,66013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC106,201$9.66M0.01%-21,63213F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC104,831$9.53M1.89%-28,84013F-HRTimeline
Cambridge Investment Research Advisors,…98,849$8.99M0.03%-125,12313F-HRTimeline
IFP Advisors, Inc98,824$8.99M0.29%+3,36613F-HRTimeline
Broadview Financial Management, LLC98,680$8.97M6.42%-5,86113F-HRTimeline
White Pine Investment CO95,697$8.7M2.35%+35,48013F-HRTimeline
JFS WEALTH ADVISORS, LLC93,737$8.52M0.58%+1,89313F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp92,963$8.45M0.25%+42613F-HRTimelineGroup
MGO ONE SEVEN LLC91,016$8.28M0.32%+53413F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC90,657$8.24M0.52%-1,20013F-HRTimelineGroup
Private Advisor Group, LLC90,632$8.24M0.05%-8,47413F-HRTimeline
GREAT LAKES ADVISORS, LLC88,145$8.01M0.07%-6,07313F-HRTimeline
Mill Creek Capital Advisors, LLC87,652$7.97M0.19%013F-HRTimeline
GREENLEAF TRUST85,691$7.79M0.07%-30913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.84,800$7.71M0.42%+76,41813F-HR/ATimelineGroup
Bryn Mawr Trust Advisors, LLC84,456$7.68M0.41%-1,61913F-HR/ATimeline
Mechanics Bank Trust Department84,126$7.65M1.02%-41013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.83,194$7.56M0.05%+19,75713F-HRTimeline
Argent Trust Co82,302$7.48M0.31%+79,46213F-HRTimeline
Rodgers & Associates, LTD81,668$7.43M0.88%+1,75413F-HRTimeline
Atria Wealth Solutions, Inc.79,597$7.24M0.08%-26,29613F-HRTimeline
JNBA Financial Advisors74,930$6.81M0.7%-23013F-HRTimeline
Estate Counselors, LLC73,115$6.65M0.71%new13F-HRTimeline
Oldfather Financial Services, LLC70,948$6.45M2.46%+84913F-HRTimeline
Centerpoint Advisors, LLC69,545$6.32M2.21%-1,75013F-HRTimeline
Goelzer Investment Management, Inc.68,671$6.24M0.36%-3,39613F-HRTimeline
First Citizens Financial Corp68,497$6.23M3.38%-73313F-HRTimeline
Sanctuary Advisors, LLC63,288$6.01M0.04%-1,84213F-HRTimeline
InvesTrust63,743$5.81M1.61%13F-HRTimeline
Denver PWM, LLC63,714$5.79M2.24%+58,55213F-HRTimeline
Guidance Point Advisors, LLC62,181$5.65M1.59%+25713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp62,118$5.65M0.02%-18313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP60,043$5.46M0.01%-20,09413F-HRTimelineGroup
HB Wealth Management, LLC59,532$5.41M0.06%013F-HRTimeline
Asset Management Group, Inc.59,032$5.37M0.95%-15913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC57,500$5.23M0.11%-12,37913F-HRTimeline
Sunbelt Securities, Inc.57,008$5.19M0.46%-5913F-HRTimeline
Sigma Planning Corp56,277$5.12M0.16%+35813F-HRTimeline
EP Wealth Advisors, LLC55,237$5.02M0.04%-1,91513F-HRTimeline
Eagle Strategies LLC52,779$4.8M0.83%+4,93513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC52,198$4.75M0.43%-15613F-HRTimelineGroup
FULTON BREAKEFIELD BROENNIMAN LLC51,881$4.72M0.34%-52213F-HRTimeline
Ashton Thomas Private Wealth, LLC50,911$4.63M0.18%+68013F-HRTimeline
Heritage Trust Co50,080$4.55M0.54%13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC49,947$4.54M0.15%-3,82513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…49,821$4.53M0.09%+25013F-HRTimelineGroup
ANB BANK49,129$4.47M1.96%13F-HRTimeline
Brightwater Advisory LLC48,961$4.45M3.49%-53813F-HRTimeline
M1 Capital Management LLC48,827$4.44M2.4%13F-HRTimeline
CONGRESS ASSET MANAGEMENT CO48,279$4.39M0.03%+34,38813F-HRTimeline
Perkins Coie Trust Co47,609$4.33M0.95%-1,75713F-HRTimeline
Weinberger Asset Management, Inc47,288$4.3M1.8%-1,50813F-HRTimeline
Farther Finance Advisors, LLC47,192$4.29M0.16%+5,21913F-HRTimeline
Causey Wealth LLC46,566$4.23M2.47%13F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding45,916$4.18M-2,555Timeline
CFS Investment Advisory Services, LLC45,138$4.1M0.37%-26713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…44,541$4.05M0.01%+3,26313F-HR/ATimeline
Circle Wealth Management, LLC44,000$4M0.09%013F-HRTimeline
BKM Wealth Management, LLC43,977$4M1.64%-41513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,621$3.97M0.01%-615,89113F-HRTimelineGroup
LTG Capital LLC43,568$3.96M3.32%-48613F-HRTimeline
Transcendent Capital Group LLC43,549$3.96M2.05%+5,26213F-HRTimeline
Idaho Trust Co43,473$3.95M1.99%-10,65913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV43,151$3.92M0.01%+5,98213F-HRTimeline
Cranbrook Wealth Management, LLC42,144$3.83M0.89%-73813F-HRTimeline
NorthCoast Asset Management LLC41,457$3.77M0.02%+1,90413F-HR/ATimeline
Global Retirement Partners, LLC41,212$3.75M0.11%-29,13613F-HRTimeline
UMB Bank, n.a.41,032$3.73M0.06%-5,61513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Neumann Capital Management, LLC40,840$3.71M1.23%-60013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK40,826$3.71M0.12%-4,05313F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…40,211$3.66M0.09%+4,80313F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management38,790$3.53M2.51%13F-HRTimeline
Atria Investments, Inc37,730$3.43M0.04%+2013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC37,682$3.43M0.1%-1,36113F-HRTimeline
Trail Ridge Investment Advisors, LLC37,087$3.37M1.6%+1,37413F-HRTimeline
Financial Advocates Investment Manageme…34,565$3.35M0.19%-76713F-HRTimeline
Clearstead Advisors, LLC36,691$3.34M0.05%+3213F-HRTimeline
FINANCIAL COUNSELORS INC35,993$3.27M0.05%-28413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC34,998$3.18M0.01%-2,25013F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC34,884$3.17M2.35%-83613F-HRTimeline
DDFG, Inc34,549$3.14M0.91%+10113F-HRTimeline
Performance Wealth Partners, LLC34,281$3.12M0.1%-2,16913F-HRTimeline
Belpointe Asset Management LLC33,972$3.09M0.19%+54113F-HRTimeline
Soltis Investment Advisors LLC33,041$3M0.28%-4,34213F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV32,951$3M1.33%+5513F-HRTimeline
BLAIR WILLIAM & CO/IL32,682$2.97M0.01%+87713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …32,595$2.96M0.04%+46913F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC32,015$2.91M0.78%-16913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers31,864$2.9M0.01%+6,68713F-HRTimelineGroup
Segment Wealth Management, LLC31,700$2.88M0.2%013F-HRTimeline
Embree Financial Group31,110$2.83M0.48%-8913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…30,529$2.78M0.11%+3,29513F-HRTimelineGroup
GC Wealth Management RIA, LLC30,390$2.76M0.49%-90013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK30,177$2.74M0.02%-45513F-HRTimelineGroup
Ironwood Financial, llc30,054$2.73M0.57%-82213F-HRTimeline
Maltin Wealth Management, Inc.29,991$2.73M1.34%+2,41913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC29,608$2.69M0.78%13F-HRTimeline
Triangle Securities Wealth Management28,965$2.63M0.68%+1,59013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNITED BANK28,893$2.63M0.31%-1,09413F-HRTimeline
TIAAgroup of 2 filers holding28,666$2.61M+6,033Timeline
Watchman Group, Inc.28,159$2.56M0.67%-9,41913F-HRTimeline
Stordahl Capital Management, Inc.27,664$2.52M0.6%-20313F-HRTimeline
Slow Capital, Inc.27,644$2.51M0.36%-42213F-HRTimeline
VANCE WEALTH, LLC27,435$2.49M0.96%-44813F-HRTimeline
Ullmann Wealth Partners Group, LLC26,803$2.44M0.31%+513F-HRTimeline
MML INVESTORS SERVICES, LLC26,591$2.42M0.01%-13,36713F-HRTimeline
Retirement Planning Group, LLC26,499$2.41M0.12%-19313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management26,355$2.4M0.07%+4213F-HRTimelineGroup
Advisory Services Network, LLC26,075$2.37M0.04%-95513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,052$2.37M0.07%+9,41813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.25,185$2.32M<0.01%-73713F-HRTimelineGroup
Mutual Advisors, LLC23,536$2.22M0.06%-92413F-HRTimeline
Avantax Planning Partners, Inc.23,810$2.17M0.08%-49313F-HRTimeline
Dana Investment Advisors, Inc.23,717$2.16M0.07%+4,09213F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC23,529$2.15M0.17%+15,65813F-HRTimelineGroup
Columbia Bank23,039$2.13M0.74%+5,81913F-HRTimeline
J.W. COLE ADVISORS, INC.23,309$2.12M0.09%+82213F-HRTimeline
Wealthspire Advisors, LLC23,133$2.1M0.02%+2,88913F-HRTimeline
Stenger Family Office, LLC23,061$2.1M0.71%13F-HRTimeline
Glass Jacobson Investment Advisors llc22,819$2.07M0.68%+25713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22,798$2.07M0.06%-2913F-HRTimelineGroup
Cresset Asset Management, LLC22,742$2.07M0.01%-20,05813F-HRTimeline
Codex Capital Asset Management L.L.C.22,500$2.05M0.91%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources22,356$2.03M<0.01%+69313F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co22,352$2.03M0.06%013F-HRTimeline