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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

845 managers (855 13F filers) reported a position in IJK shares at 2025-03-31, 71,130,587 shares in all. 34 filers opened a position and 75 filers sold out during the quarter.

Managers
845
13F filers
855
New
34
Added
253
Reduced
265
Sold out
75
Shares held by filers
71,130,587

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY7,435,561$619M0.04%+258,59413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,282,338$523M0.13%-161,83613F-HRTimelineGroup
FMR LLCin group FMR LLC3,995,474$333M0.02%+314,21913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,666,775$305M0.03%+32,56513F-HRTimelineGroup
Main Management ETF Advisors, LLCgroup of 2 filers holding3,040,608$253M-115,618Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,093,318$174M0.03%+83,35213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,079,280$173M0.04%-111,35313F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,004,408$167M0.09%-10,63513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,926,927$160M0.4%+80,27313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,849,336$154M0.06%+48,23813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,773,144$148M+34,673Timeline
LPL Financial LLC1,405,306$117M0.05%+43,68013F-HRTimeline
Financial Engines Advisors L.L.C.1,333,856$111M0.24%-20,46513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,149,622$95.7M0.08%+52,49213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,143,746$95.1M0.03%-145,17013F-HRTimelineGroup
D.A. DAVIDSON & CO.1,058,274$88.1M0.71%+32,38013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,033,854$86.1M0.01%+42713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO872,809$72.7M0.01%+10,01513F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC868,457$72.3M4.26%+41,84713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp853,754$71.1M0.01%+75,18413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC744,124$62M0.09%+7,38613F-HRTimeline
MAI Capital Management741,086$61.7M0.47%-41,24613F-HRTimeline
Willis Johnson & Associates, Inc.647,630$53.9M4.08%+1,31213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…585,594$48.8M0.2%-10,81213F-HRTimelineGroup
HighTower Advisors, LLC562,451$46.8M0.06%+7,47713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA551,984$46M0.01%+17,51113F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC531,296$44.2M0.09%+22,92513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/522,075$43.5M0.02%-3,43613F-HRTimelineGroup
BOKF, NAin group BOKF, NA503,060$41.9M0.74%+79513F-HRTimelineGroup
Joel Isaacson & Co., LLC493,517$41.1M1.86%+9,48113F-HRTimeline
Wilmington Savings Fund Society, FSB473,833$39.5M0.74%-4,70613F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP438,829$36.5M0.27%-3,40513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP425,800$35.5M0.06%-28,22713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding403,302$33.6M+263,908Timeline
Moment Partners, LLC385,197$32.1M6.36%-4,33213F-HRTimeline
Steward Partners Investment Advisory, L…321,868$26.8M0.24%+51,83513F-HRTimeline
Mariner, LLCin group Mariner, LLC313,613$26.1M0.04%-59,37013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP310,433$25.8M0.02%+37,58913F-HR/ATimelineGroup
INSPIRION WEALTH ADVISORS, LLC300,562$25M3.48%+35,39513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC269,831$22.5M0.19%-2,01213F-HR/ATimelineGroup
COURIER CAPITAL LLC267,693$22.3M1.46%+4,28513F-HRTimeline
Cetera Investment Advisers260,381$21.7M0.04%-3,58413F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.257,549$21.4M0.56%-2,68213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…254,469$21.2M0.05%-15,88913F-HRTimelineGroup
Capital Advisors, Ltd. LLC224,967$18.7M2.47%-8,45113F-HRTimeline
SPC Financial, Inc.224,166$18.7M1.64%+2,70113F-HRTimeline
Sandy Spring Bank224,095$18.7M0.78%+55,61613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.221,820$18.5M0.18%+81,84413F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding221,275$18.4M+10,146Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP212,800$17.7M0.02%+1,28513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.212,661$17.7M0.03%+1,82413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC201,574$16.8M0.1%-73,73613F-HRTimelineGroup
Creative Planningin group Creative Planning196,434$16.4M0.02%+5,35813F-HRTimelineGroup
Cassaday & Co Wealth Management LLC195,533$16.3M0.46%+14,36113F-HRTimeline
Salomon & Ludwin, LLC193,442$16.1M1.72%-5,95913F-HRTimeline
Hudson Capital Management LLC184,447$15.4M4.68%+3,32613F-HRTimeline
Sterling Financial Planning, Inc.174,554$14.5M5.27%+8,32413F-HRTimeline
1834 INVESTMENT ADVISORS CO174,179$14.5M1.87%-11,91513F-HRTimeline
COMERICA BANK171,244$14.3M0.06%+1,31813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding163,525$13.6M-3,845Timeline
Integrated Wealth Concepts LLC162,251$13.5M0.16%-74213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.160,118$13.3M0.03%-46213F-HRTimelineGroup
Texas Yale Capital Corp.159,703$13.3M0.55%013F-HRTimeline
FIRST MERCHANTS CORP146,613$12.2M0.49%-1,25913F-HRTimeline
Waverly Advisors, LLC144,763$12.1M0.15%+2,60813F-HRTimeline
GHP Investment Advisors, Inc.143,956$12M0.58%-2,71313F-HRTimeline
Ifrah Financial Services, Inc.142,893$11.9M3.42%-3,25713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.142,686$11.9M0.17%-2,67413F-HRTimelineGroup
Blue Edge Capital, LLC136,204$11.3M1.82%-25,90813F-HRTimeline
SOA Wealth Advisors, LLC.122,260$10.2M2.13%+2,76213F-HRTimeline
Argent Trust Co120,991$10.1M0.41%+38,68913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\118,205$9.84M0.01%-3,32913F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC116,036$9.66M0.13%+1,15713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC107,576$8.96M0.01%+1,37513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC107,183$8.93M0.01%013F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC101,423$8.45M1.67%-3,40813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,300$8.35M0.01%new13F-HRTimelineGroup
IFP Advisors, Inc99,647$8.3M0.26%+82313F-HRTimeline
White Pine Investment CO99,328$8.27M2.23%+3,63113F-HRTimeline
Broadview Financial Management, LLC97,536$8.12M6.06%-1,14413F-HRTimeline
JFS WEALTH ADVISORS, LLC93,542$7.79M0.53%-19513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp92,747$7.72M0.24%-21613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP92,226$7.68M0.01%+32,18313F-HRTimelineGroup
JMAC ENTERPRISES LLC91,917$7.65M1.82%-116,33313F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC90,657$7.55M0.57%013F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC89,930$7.49M0.29%+39,01913F-HRTimeline
Mill Creek Capital Advisors, LLC87,652$7.3M0.18%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.87,514$7.29M0.04%+4,32013F-HRTimeline
Private Advisor Group, LLC85,463$7.12M0.04%-5,16913F-HRTimeline
Bryn Mawr Trust Advisors, LLC84,789$7.06M0.42%+33313F-HRTimeline
Rodgers & Associates, LTD84,103$7M0.85%+2,43513F-HRTimeline
Mechanics Bank Trust Department81,506$6.79M0.93%-2,62013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.79,996$6.66M0.37%-4,80413F-HR/ATimelineGroup
GREENLEAF TRUST79,125$6.59M0.06%-6,56613F-HRTimeline
Cambridge Investment Research Advisors,…77,651$6.47M0.02%-21,19813F-HRTimeline
Denver PWM, LLC76,646$6.38M2.3%+12,93213F-HRTimeline
JNBA Financial Advisors73,118$6.09M0.63%-1,81213F-HRTimeline
Oldfather Financial Services, LLC71,525$5.96M2.26%+57713F-HRTimeline
McAlister, Sweet & Associates, Inc.69,061$5.75M4.35%new13F-HRTimeline
First Citizens Financial Corp68,829$5.73M3.24%+33213F-HRTimeline
Goelzer Investment Management, Inc.68,576$5.71M0.33%-9513F-HR/ATimeline
HB Wealth Management, LLC66,517$5.54M0.05%+6,98513F-HRTimeline
Centerpoint Advisors, LLC66,460$5.54M2.04%-3,08513F-HRTimeline
Atria Wealth Solutions, Inc.65,597$5.46M0.07%-14,00013F-HRTimeline
Sanctuary Advisors, LLC64,674$5.39M0.04%+1,38613F-HRTimeline
InvesTrust62,968$5.24M1.43%-77513F-HRTimeline
Guidance Point Advisors, LLC62,353$5.19M1.48%+17213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp62,008$5.16M0.02%-11013F-HRTimelineGroup
Heritage Trust Co60,937$5.07M0.62%+10,85713F-HRTimeline
DDFG, Inc58,562$4.88M1.35%+24,01313F-HRTimeline
Sunbelt Securities, Inc.58,126$4.84M0.43%+1,11813F-HRTimeline
Asset Management Group, Inc.57,958$4.83M0.89%-1,07413F-HRTimeline
MJT & Associates Financial Advisory Gro…56,389$4.7M4.51%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC56,007$4.66M0.1%-1,49313F-HRTimeline
EP Wealth Advisors, LLC55,238$4.6M0.04%+113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC52,102$4.34M0.41%-9613F-HRTimelineGroup
Causey Wealth LLC51,815$4.32M2.41%+5,24913F-HRTimeline
Farther Finance Advisors, LLC50,979$4.28M0.11%+3,78713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC51,184$4.26M0.31%-69713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…50,122$4.17M0.08%+30113F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC49,947$4.16M0.14%013F-HRTimeline
ANB BANK49,719$4.14M1.85%+59013F-HRTimeline
Wealthspire Advisors, LLC48,514$4.04M0.02%+25,38113F-HRTimeline
Janney Montgomery Scott LLC47,952$3.99M0.01%new13F-HRTimeline
Brightwater Advisory LLC47,559$3.96M3.13%-1,40213F-HR/ATimeline
Weinberger Asset Management, Inc46,214$3.85M1.65%-1,07413F-HRTimeline
Perkins Coie Trust Co46,000$3.83M0.87%-1,60913F-HRTimeline
Transcendent Capital Group LLC44,065$3.67M2.06%+51613F-HRTimeline
Circle Wealth Management, LLC44,000$3.66M0.08%013F-HRTimeline
Idaho Trust Co43,821$3.65M1.49%+34813F-HRTimeline
B&D White Capital Company, LLC43,736$3.64M0.54%+40,50013F-HRTimeline
BKM Wealth Management, LLC43,723$3.64M1.5%-25413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV42,703$3.56M0.01%-44813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…42,589$3.55M0.01%-1,95213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…42,444$3.53M0.15%+11,91513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding42,204$3.51M-3,712Timeline
Neumann Capital Management, LLC42,170$3.51M1.21%+1,33013F-HRTimeline
NorthCoast Asset Management LLC42,062$3.5M0.02%+60513F-HR/ATimeline
CFS Investment Advisory Services, LLC42,045$3.5M0.31%-3,09313F-HRTimeline
Sigma Planning Corp41,936$3.49M0.11%-14,34113F-HRTimeline
Cranbrook Wealth Management, LLC41,506$3.46M0.8%-63813F-HRTimeline
UMB Bank, n.a.41,032$3.42M0.06%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LTG Capital LLC40,917$3.41M3.11%-2,65113F-HRTimeline
Clearstead Advisors, LLC39,008$3.25M0.05%+2,31713F-HRTimeline
Lee, Kelleher & Klein Wealth Management38,748$3.23M2.37%-4213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK38,381$3.2M0.47%-2,44513F-HR/ATimelineGroup
Trail Ridge Investment Advisors, LLC38,013$3.17M1.63%+92613F-HRTimeline
Soltis Investment Advisors LLC36,419$3.03M0.27%+3,37813F-HRTimeline
FINANCIAL COUNSELORS INC36,025$3M0.05%+3213F-HRTimeline
Atria Investments, Inc35,390$2.95M0.04%-2,34013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC34,506$2.87M0.01%-49213F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC34,336$2.86M2.31%-54813F-HRTimeline
World Investment Advisors33,526$2.79M0.07%-380,63113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV33,227$2.77M1.27%+27613F-HRTimeline
BLAIR WILLIAM & CO/IL32,635$2.72M0.01%-4713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC32,014$2.67M0.75%-113F-HRTimeline
MML INVESTORS SERVICES, LLC31,914$2.66M0.01%+5,32313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…31,876$2.65M0.07%-8,33513F-HRTimelineGroup
Segment Wealth Management, LLC31,700$2.64M0.18%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management31,700$2.64M0.42%13F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC31,601$2.63M0.73%+1,99313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,573$2.63M<0.01%-12,04813F-HRTimelineGroup
Maltin Wealth Management, Inc.31,287$2.61M1.22%+1,29613F-HRTimeline
Triangle Securities Wealth Management31,023$2.58M0.66%+2,05813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Embree Financial Group30,956$2.58M0.43%-15413F-HRTimeline
Ironwood Financial, llc30,768$2.56M0.55%+71413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers30,399$2.53M<0.01%-1,46513F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK29,922$2.49M0.02%-25513F-HRTimelineGroup
GC Wealth Management RIA, LLC29,523$2.46M0.45%-86713F-HRTimeline
CONGRESS ASSET MANAGEMENT CO29,499$2.46M0.02%-18,78013F-HRTimeline
UNITED BANK29,091$2.42M0.31%+19813F-HRTimeline
Performance Wealth Partners, LLC28,823$2.4M0.09%-5,45813F-HRTimeline
TIAAgroup of 2 filers holding28,587$2.38M-79Timeline
Stordahl Capital Management, Inc.28,354$2.36M0.56%+69013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,048$2.34M0.04%-4,54713F-HRTimelineGroup
VANCE WEALTH, LLC26,892$2.24M0.84%-54313F-HRTimeline
Ullmann Wealth Partners Group, LLC26,806$2.23M0.3%+313F-HRTimeline
Retirement Planning Group, LLC25,968$2.16M0.1%-53113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management25,729$2.14M0.07%-62613F-HRTimelineGroup
Financial Advocates Investment Manageme…25,538$2.13M0.15%-9,02713F-HRTimeline
Prime Capital Investment Advisors, LLC25,361$2.11M0.02%+13,62313F-HRTimeline
Glass Jacobson Investment Advisors llc22,819$2.07M0.68%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC23,264$1.94M<0.01%+3,97413F-HRTimelineGroup
One Capital Management, LLC22,814$1.9M0.06%+1,35013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22,792$1.9M0.06%-613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC22,519$1.88M0.02%+14,34813F-HRTimeline
Codex Capital Asset Management L.L.C.22,500$1.87M0.88%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources22,356$1.86M<0.01%013F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co22,352$1.86M0.06%013F-HRTimeline
Avantax Planning Partners, Inc.22,183$1.85M0.07%-1,62713F-HRTimeline
Cresset Asset Management, LLC22,072$1.84M0.01%-67013F-HRTimeline
&PARTNERS21,993$1.83M0.02%+2,71813F-HRTimeline
Corundum Trust Company, INC21,744$1.81M5.22%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,487$1.79M0.04%+1613F-HRTimelineGroup
Operose Advisors LLC21,424$1.78M0.59%-3013F-HRTimeline
PFG Advisors21,371$1.78M0.1%+4313F-HRTimeline
Advisory Services Network, LLC21,361$1.78M0.03%-4,71413F-HRTimeline
Somerset Group LLC21,327$1.78M1.62%+1,95413F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding20,316$1.77M-533Timeline
AFT, FORSYTH & COMPANY, INC.21,160$1.76M0.95%+413F-HRTimeline