Skip to content
Disclosery

IJK ISHARES TR

Follow

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
MORGAN STANLEYin group MORGAN STANLEY7,346,530$668M0.04%-89,03113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,129,386$558M0.12%-152,95213F-HRTimelineGroup
FMR LLCin group FMR LLC4,120,558$375M0.02%+125,08413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,797,381$345M0.03%+130,60613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,158,057$196M0.03%+64,73913F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,048,251$186M0.04%-31,02913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,957,170$178M0.11%-47,23813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,840,129$167M0.06%-9,20713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,800,501$164M+27,357Timeline
LPL Financial LLC1,563,773$142M0.05%+158,46713F-HRTimeline
Financial Engines Advisors L.L.C.1,393,410$127M0.25%+59,55413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,215,536$111M0.08%+65,91413F-HRTimelineGroup
D.A. DAVIDSON & CO.1,097,315$99.8M0.7%+39,04113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,097,051$99.8M0.01%+63,19713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,025,026$94.6M0.02%-118,72013F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC878,292$79.9M4.42%+9,83513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp866,471$78.8M0.01%+12,71713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO862,216$78.4M0.01%-10,59313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC801,588$72.9M0.1%+57,46413F-HRTimeline
MAI Capital Management729,867$66.4M0.46%-11,21913F-HRTimeline
Willis Johnson & Associates, Inc.683,375$62.2M4.23%+35,74513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA589,702$53.6M0.01%+37,71813F-HR/ATimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…580,119$52.8M0.2%-5,47513F-HRTimelineGroup
HighTower Advisors, LLC562,920$51.2M0.06%+46913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC531,367$48.3M0.09%+7113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/522,412$47.5M0.02%+33713F-HRTimelineGroup
Joel Isaacson & Co., LLC506,929$46.1M1.88%+13,41213F-HRTimeline
BOKF, NAin group BOKF, NA499,198$45.4M0.74%-3,86213F-HRTimelineGroup
World Investment Advisors485,917$44.2M1%+452,39113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP467,602$42.5M0.29%+28,77313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB467,378$42.5M0.76%-6,45513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding434,304$39.5M+31,002Timeline
CAPTRUST FINANCIAL ADVISORS431,788$39.3M0.09%-1,495,13913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP419,267$38.1M0.06%-6,53313F-HRTimelineGroup
Moment Partners, LLC375,036$34.1M6.4%-10,16113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP360,082$32.7M0.02%+49,64913F-HRTimelineGroup
Steward Partners Investment Advisory, L…331,044$30.1M0.24%+9,17613F-HRTimeline
Mariner, LLCin group Mariner, LLC318,654$29M0.04%+5,04113F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC300,872$27.4M3.62%+31013F-HRTimeline
COURIER CAPITAL LLC278,009$25.3M1.54%+10,31613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC266,442$24.2M0.17%-3,38913F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC260,913$23.7M0.12%+59,33913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…252,989$23M0.05%-1,48013F-HR/ATimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp227,113$20.7M0.47%new13F-HRTimelineGroup
SPC Financial, Inc.224,923$20.5M1.71%+75713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.216,037$19.7M0.03%+3,37613F-HRTimelineGroup
Capital Advisors, Ltd. LLC215,979$19.6M2.42%-8,98813F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding212,654$19.3M-8,621Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP209,543$19.1M0.02%-3,25713F-HRTimelineGroup
Cassaday & Co Wealth Management LLC208,610$19M0.48%+13,07713F-HRTimeline
Arax Advisory Partners207,986$18.9M0.87%+202,38413F-HRTimeline
Salomon & Ludwin, LLC188,339$17.4M1.72%-5,10313F-HRTimeline
Creative Planningin group Creative Planning189,002$17.2M0.01%-7,43213F-HRTimelineGroup
Hudson Capital Management LLC185,196$16.8M4.78%+74913F-HRTimeline
Cetera Investment Advisers181,753$16.5M0.03%-78,62813F-HRTimeline
Sterling Financial Planning, Inc.178,234$16.2M5.42%+3,68013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding176,369$16M+12,844Timeline
COMERICA BANK167,734$15.3M0.06%-3,51013F-HRTimeline
1834 INVESTMENT ADVISORS CO166,209$15.1M1.91%-7,97013F-HRTimeline
Integrated Wealth Concepts LLC160,781$14.6M0.15%-1,47013F-HRTimeline
Texas Yale Capital Corp.159,597$14.5M0.48%-10613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.154,481$14.1M0.35%-103,06813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.148,752$13.5M0.11%-73,06813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.147,245$13.4M0.02%-12,87313F-HR/ATimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.146,234$13.3M0.17%+3,54813F-HRTimelineGroup
Argent Trust Co144,433$13.1M0.5%+23,44213F-HRTimeline
Ifrah Financial Services, Inc.143,681$13.1M3.57%+78813F-HRTimeline
Waverly Advisors, LLC143,454$13.1M0.14%-1,30913F-HRTimeline
GHP Investment Advisors, Inc.142,933$13M0.58%-1,02313F-HRTimeline
FIRST MERCHANTS CORP142,899$13M0.5%-3,71413F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC124,435$11.3M0.13%+8,39913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\114,347$10.4M0.01%-3,85813F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC107,183$9.75M0.01%013F-HRTimelineGroup
GREENUP STREET WEALTH MANAGEMENT LLC105,117$9.56M1.66%+3,69413F-HRTimeline
Cambridge Investment Research Advisors,…104,666$9.52M0.03%+27,01513F-HRTimeline
Blue Edge Capital, LLC99,611$9.06M1.35%-36,59313F-HRTimeline
White Pine Investment CO99,172$9.02M2.25%-15613F-HRTimeline
SOA Wealth Advisors, LLC.98,279$8.94M1.68%-23,98113F-HRTimeline
Broadview Financial Management, LLC97,731$8.89M6.04%+19513F-HRTimeline
Ashton Thomas Private Wealth, LLC92,088$8.38M0.3%+2,15813F-HRTimeline
JFS WEALTH ADVISORS, LLC91,960$8.37M0.53%-1,58213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp88,948$8.09M0.23%-3,79913F-HRTimelineGroup
Mill Creek Capital Advisors, LLC87,592$7.97M0.18%-6013F-HRTimeline
Bryn Mawr Trust Advisors, LLC84,683$7.7M0.42%-10613F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC84,641$7.7M0.24%-6,01613F-HRTimelineGroup
Rodgers & Associates, LTD82,767$7.53M0.83%-1,33613F-HRTimeline
Denver PWM, LLC81,628$7.43M2.32%+4,98213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.79,240$7.21M0.35%-75613F-HRTimelineGroup
Private Advisor Group, LLC78,273$7.12M0.04%-7,19013F-HRTimeline
GREENLEAF TRUST77,042$7.01M0.06%-2,08313F-HRTimeline
Heritage Trust Co75,632$6.88M0.79%+14,69513F-HRTimeline
Oldfather Financial Services, LLC74,643$6.79M2.33%+3,11813F-HRTimeline
Mechanics Bank Trust Department73,775$6.71M0.96%-7,73113F-HRTimeline
First Citizens Financial Corp72,865$6.63M3.65%+4,03613F-HRTimeline
JNBA Financial Advisors72,456$6.59M0.63%-66213F-HRTimeline
Goelzer Investment Management, Inc.68,344$6.22M0.34%-23213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.67,030$6.1M0.03%-20,48413F-HRTimeline
Sanctuary Advisors, LLC64,722$5.89M0.04%+4813F-HRTimeline
HB Wealth Management, LLC64,257$5.85M0.05%-2,26013F-HRTimeline
Centerpoint Advisors, LLC63,945$5.82M1.97%-2,51513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,408$5.77M0.01%+31,83513F-HRTimelineGroup
Guidance Point Advisors, LLC62,455$5.68M1.46%+10213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp61,842$5.63M0.02%-16613F-HRTimelineGroup
DDFG, Inc60,577$5.51M1.39%+2,01513F-HRTimeline
InvesTrust60,468$5.5M2.12%-2,50013F-HRTimeline
Independence Financial Advisors, LLC60,359$5.49M2.14%new13F-HRTimeline
Asset Management Group, Inc.58,046$5.28M0.92%+8813F-HRTimeline
Sunbelt Securities, Inc.57,063$5.19M0.46%-1,06313F-HRTimeline
EP Wealth Advisors, LLC55,796$5.08M0.03%+55813F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…55,198$5.02M0.08%+5,07613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC54,395$4.95M0.08%-1,61213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC51,769$4.71M0.44%-33313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…50,586$4.71M0.01%+7,99713F-HRTimeline
Idaho Trust Co51,649$4.7M1.68%+7,82813F-HRTimeline
Farther Finance Advisors, LLC51,063$4.65M0.09%+8413F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC50,724$4.61M0.31%-46013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC49,962$4.55M0.14%+1513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP49,795$4.53M0.01%-42,43113F-HR/ATimelineGroup
Causey Wealth LLC49,091$4.47M2.3%-2,72413F-HRTimeline
Janney Montgomery Scott LLC48,621$4.42M0.01%+66913F-HRTimeline
Brightwater Advisory LLC47,235$4.3M3.09%-32413F-HR/ATimeline
Wealthspire Advisors, LLC46,528$4.23M0.02%-1,98613F-HRTimeline
Weinberger Asset Management, Inc45,326$4.12M1.59%-88813F-HRTimeline
Perkins Coie Trust Co45,301$4.12M0.7%-69913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC44,725$4.07M<0.01%-62,85113F-HRTimelineGroup
Transcendent Capital Group LLC44,074$4.01M2.06%+913F-HRTimeline
Circle Wealth Management, LLC44,000$4M0.09%013F-HRTimeline
Neumann Capital Management, LLC43,840$3.99M1.25%+1,67013F-HRTimeline
BKM Wealth Management, LLC43,665$3.97M1.55%-5813F-HRTimeline
MML INVESTORS SERVICES, LLC43,265$3.94M0.01%+11,35113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…43,074$3.92M0.14%+63013F-HRTimelineGroup
Net Worth Advisory Group42,329$3.85M0.85%+36,89213F-HRTimeline
JMAC ENTERPRISES LLC41,943$3.82M0.82%-49,97413F-HRTimeline
Cranbrook Wealth Management, LLC41,022$3.73M0.8%-48413F-HRTimeline
UMB Bank, n.a.40,911$3.72M0.06%-12113F-HR/ATimeline
ANB BANK39,650$3.61M1.62%-10,06913F-HRTimeline
M1 Capital Management LLC39,411$3.59M1.81%new13F-HRTimeline
Soltis Investment Advisors LLC39,285$3.57M0.28%+2,86613F-HRTimeline
Global Retirement Partners, LLC38,811$3.53M0.09%13F-HRTimeline
Lee, Kelleher & Klein Wealth Management38,688$3.52M2.34%-6013F-HRTimeline
LTG Capital LLC38,540$3.51M3%-2,37713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK37,648$3.43M0.46%-73313F-HRTimelineGroup
CFS Investment Advisory Services, LLC37,624$3.42M0.28%-4,42113F-HRTimeline
Trail Ridge Investment Advisors, LLC36,630$3.41M1.64%-1,38313F-HRTimeline
Midwest Trust Co37,266$3.39M0.05%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV37,173$3.38M0.01%-5,53013F-HRTimeline
TIAAgroup of 2 filers holding36,988$3.37M+8,401Timeline
Clearstead Advisors, LLC36,828$3.35M0.05%-2,18013F-HRTimeline
NorthCoast Asset Management LLC35,532$3.23M0.01%-6,53013F-HRTimeline
Atria Investments, Inc35,486$3.23M0.04%+9613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC34,506$3.14M0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding34,394$3.13M-7,810Timeline
Maltin Wealth Management, Inc.33,767$3.07M1.38%+2,48013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…33,586$3.06M0.07%+1,71013F-HRTimelineGroup
Main Management ETF Advisors, LLCgroup of 2 filers holding33,498$3.05M-3,007,110Timeline
Sigma Planning Corp33,247$3.02M0.09%-8,68913F-HRTimeline
CWM, LLCin group CWM, LLC32,902$2.99M0.01%+16,95313F-HRTimelineGroup
Triangle Securities Wealth Management32,829$2.99M0.73%+1,80613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NATIXIS ADVISORS, LLCin group Natixis Investment Managers32,348$2.94M<0.01%+1,94913F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC32,065$2.92M0.76%+5113F-HRTimeline
Segment Wealth Management, LLC31,700$2.88M0.18%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC31,121$2.83M0.71%-48013F-HRTimeline
BLAIR WILLIAM & CO/IL29,865$2.72M0.01%-2,77013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK29,112$2.65M0.02%-81013F-HRTimelineGroup
UNITED BANK29,091$2.65M0.32%013F-HRTimeline
Stordahl Capital Management, Inc.29,072$2.64M0.59%+71813F-HRTimeline
PACIFIC FINANCIAL GROUP INC28,755$2.62M2.04%-5,58113F-HRTimeline
Performance Wealth Partners, LLC28,576$2.6M0.08%-24713F-HRTimeline
Ironwood Financial, llc30,768$2.56M0.55%013F-HRTimeline
GC Wealth Management RIA, LLC28,089$2.56M0.21%-1,43413F-HRTimeline
SOL Capital Management CO27,910$2.54M0.25%+18,20013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …27,788$2.53M0.03%-26013F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO27,734$2.52M0.63%13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management27,450$2.5M0.38%-4,25013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management27,217$2.48M0.09%+1,48813F-HRTimelineGroup
New Age Alpha Advisors, LLC27,063$2.46M0.11%+13,52113F-HRTimeline
Ullmann Wealth Partners Group, LLC26,859$2.44M0.29%+5313F-HRTimeline
VANCE WEALTH, LLC25,740$2.34M0.79%-1,15213F-HRTimeline
Retirement Planning Group, LLC25,125$2.29M0.1%-84313F-HRTimeline
POM Investment Strategies, LLC24,760$2.25M1.61%+24,51613F-HRTimeline
Somerset Group LLC23,937$2.18M1.84%+2,61013F-HRTimeline
Advisory Services Network, LLC23,358$2.17M0.03%+1,99713F-HRTimeline
Horizon Family Wealth, Inc.23,881$2.17M1.33%+8,04613F-HRTimeline
CX Institutional23,351$2.12M0.07%+6,68813F-HR/ATimeline
SMITH SHELLNUT WILSON LLC /ADV23,336$2.12M0.92%-9,89113F-HRTimeline
ALLIANCEBERNSTEIN L.P.23,324$2.12M<0.01%+5,20713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC23,240$2.11M<0.01%-2413F-HRTimelineGroup
Stenger Family Office, LLC22,144$2.09M0.54%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22,791$2.07M0.06%-113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC22,544$2.05M0.06%+14,62713F-HRTimeline
Codex Capital Asset Management L.L.C.22,500$2.05M0.82%013F-HRTimeline
RWA WEALTH PARTNERS, LLC22,427$2.04M0.03%-9213F-HRTimeline
Glass Jacobson Investment Advisors llc22,318$2.03M0.78%-50113F-HRTimeline
Cresset Asset Management, LLC22,083$2.01M0.01%+1113F-HR/ATimeline
Operose Advisors LLC21,984$2M0.56%+56013F-HRTimeline
Foundation Wealth Management, LLC21,971$2M1.39%+2,58613F-HRTimeline
One Capital Management, LLC21,849$1.99M0.07%-96513F-HRTimeline
Corundum Trust Company, INC21,744$1.98M5.22%013F-HRTimeline
&PARTNERS21,658$1.97M0.02%-33513F-HRTimeline
Alesco Advisors, LLC, An ESL Co21,652$1.97M0.06%-70013F-HRTimeline