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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
MORGAN STANLEYin group MORGAN STANLEY7,166,220$687M0.04%-180,31013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6,057,639$581M0.12%-71,74713F-HRTimelineGroup
FMR LLCin group FMR LLC3,983,804$382M0.02%-136,75413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,578,326$343M0.03%-219,05513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,194,077$210M0.03%+36,02013F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,149,276$206M0.04%+101,02513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,946,602$187M0.11%-10,56813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,866,506$179M+66,005Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,837,151$176M0.06%-2,97813F-HRTimelineGroup
LPL Financial LLC1,450,581$139M0.04%-113,19213F-HRTimeline
Financial Engines Advisors L.L.C.1,343,538$129M0.25%-49,87213F-HRTimeline
D.A. DAVIDSON & CO.1,149,366$110M0.71%+52,05113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,138,071$109M0.07%-77,46513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,103,347$106M0.01%+6,29613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,005,722$96.5M0.02%-19,30413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO878,873$84.3M0.01%+16,65713F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp810,972$77.8M0.01%-55,49913F-HRTimelineGroup
MAI Capital Management731,628$70.2M0.44%+1,76113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC646,460$62M0.08%-155,12813F-HRTimeline
HighTower Advisors, LLC580,518$55.7M0.06%+17,59813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…564,752$54.2M0.19%-15,36713F-HRTimelineGroup
Willis Johnson & Associates, Inc.559,755$53.7M3.33%-123,62013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA541,621$51.9M0.01%-48,08113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/519,141$49.8M0.02%-3,27113F-HRTimelineGroup
Joel Isaacson & Co., LLC508,196$48.7M1.76%+1,26713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC498,874$47.8M0.08%-32,49313F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC489,566$46.9M2.51%-388,72613F-HRTimeline
BOKF, NAin group BOKF, NA482,994$46.3M0.7%-16,20413F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP482,834$46.3M0.3%+15,23213F-HR/ATimelineGroup
Focus Partners Wealthgroup of 2 filers holding445,526$42.7M+11,222Timeline
Wilmington Savings Fund Society, FSB438,557$42.1M1.01%-28,82113F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP406,954$39M0.05%-12,31313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS400,732$38.4M0.08%-31,05613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP392,314$37.7M0.03%+32,23213F-HRTimelineGroup
Moment Partners, LLC370,341$35.5M6.28%-4,69513F-HRTimeline
Mariner, LLCin group Mariner, LLC328,919$31.5M0.04%+10,26513F-HRTimelineGroup
Steward Partners Investment Advisory, L…304,031$29.2M0.17%-27,01313F-HRTimeline
COURIER CAPITAL LLC280,629$26.9M1.54%+2,62013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC275,004$26.4M0.11%+14,09113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC262,953$25.2M0.15%-3,48913F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…251,924$24.2M0.05%-1,06513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.249,384$23.9M0.04%+33,34713F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC244,174$22.4M3.14%-56,69813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp228,219$21.9M0.41%+1,10613F-HRTimelineGroup
SPC Financial, Inc.225,286$21.6M1.69%+36313F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding216,290$20.7M+3,636Timeline
Capital Advisors, Ltd. LLC215,172$20.6M2.33%-80713F-HRTimeline
Cassaday & Co Wealth Management LLC207,067$19.9M0.46%-1,54313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP206,341$19.8M0.02%-3,20213F-HRTimelineGroup
Cetera Investment Advisers204,988$19.7M0.02%+23,23513F-HRTimeline
Hudson Capital Management LLC188,098$18M4.79%+2,90213F-HRTimeline
Creative Planningin group Creative Planning186,626$17.9M0.01%-2,37613F-HRTimelineGroup
Salomon & Ludwin, LLC185,177$17.9M1.61%-3,16213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.183,508$17.6M0.13%+34,75613F-HRTimelineGroup
Sterling Financial Planning, Inc.180,213$17.3M5.45%+1,97913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding176,578$16.9M+209Timeline
COMERICA BANK164,008$15.7M0.06%-3,72613F-HRTimeline
Integrated Wealth Concepts LLC160,797$15.4M0.14%+1613F-HRTimeline
Texas Yale Capital Corp.159,497$15.3M0.48%-10013F-HRTimeline
1834 INVESTMENT ADVISORS CO157,952$15.1M1.86%-8,25713F-HRTimeline
Argent Trust Co151,027$14.5M0.51%+6,59413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.146,088$14M0.02%-1,15713F-HRTimelineGroup
Ifrah Financial Services, Inc.142,994$13.7M3.55%-68713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.142,960$13.7M0.16%-3,27413F-HRTimelineGroup
Waverly Advisors, LLC142,158$13.6M0.14%-1,29613F-HRTimeline
GHP Investment Advisors, Inc.142,029$13.6M0.57%-90413F-HRTimeline
FIRST MERCHANTS CORP138,572$13.3M0.5%-4,32713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC126,373$12.1M0.1%+1,93813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\111,599$10.7M0.01%-2,74813F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.109,075$10.5M0.25%-45,40613F-HRTimelineGroup
White Pine Investment CO100,140$9.6M2.28%+96813F-HRTimeline
Blue Edge Capital, LLC99,728$9.56M1.36%+11713F-HRTimeline
JFS WEALTH ADVISORS, LLC95,025$9.11M0.53%+3,06513F-HRTimeline
Broadview Financial Management, LLC93,953$9.01M6.08%-3,77813F-HRTimeline
Ashton Thomas Private Wealth, LLC89,557$8.59M0.22%-2,53113F-HRTimeline
Mill Creek Capital Advisors, LLC87,592$8.4M0.17%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp87,498$8.39M0.22%-1,45013F-HRTimelineGroup
SOA Wealth Advisors, LLC.84,586$8.11M1.39%-13,69313F-HRTimeline
Bryn Mawr Trust Advisors, LLC84,550$8.11M0.4%-13313F-HRTimeline
Cambridge Investment Research Advisors,…81,497$7.82M0.02%-23,16913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.79,351$7.61M0.33%+11113F-HRTimelineGroup
Rodgers & Associates, LTD78,287$7.51M0.77%-4,48013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC78,171$7.5M0.24%-6,47013F-HRTimelineGroup
Oldfather Financial Services, LLC78,068$7.49M2.33%+3,42513F-HRTimeline
Denver PWM, LLC81,628$7.43M2.32%013F-HRTimeline
GREENLEAF TRUST76,543$7.34M0.07%-49913F-HRTimeline
Heritage Trust Co75,620$7.25M0.77%-1213F-HRTimeline
Private Advisor Group, LLC75,467$7.24M0.04%-2,80613F-HRTimeline
DDFG, Inc74,895$7.18M1.66%+14,31813F-HRTimeline
First Citizens Financial Corp74,523$7.15M3.53%+1,65813F-HRTimeline
Mechanics Bank Trust Department73,295$7.03M0.99%-48013F-HRTimeline
JNBA Financial Advisors69,983$6.71M0.61%-2,47313F-HRTimeline
Sanctuary Advisors, LLC68,226$6.54M0.04%+3,50413F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC66,832$6.41M<0.01%+22,10713F-HRTimelineGroup
HB Wealth Management, LLC66,518$6.38M0.04%+2,26113F-HRTimeline
Goelzer Investment Management, Inc.66,331$6.36M0.34%-2,01313F-HRTimeline
Centerpoint Advisors, LLC63,636$6.1M1.89%-30913F-HRTimeline
Independence Financial Advisors, LLC63,635$6.1M1.86%+3,27613F-HRTimeline
Idaho Trust Co62,739$6.02M2.03%+11,09013F-HRTimeline
World Investment Advisors61,660$5.91M0.12%-424,25713F-HRTimeline
InvesTrust60,384$5.79M2.12%-8413F-HRTimeline
Guidance Point Advisors, LLC59,695$5.73M1.38%-2,76013F-HRTimeline
Sunbelt Securities, Inc.59,335$5.69M0.39%+2,27213F-HRTimeline
Asset Management Group, Inc.57,227$5.49M0.9%-81913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…54,082$5.19M0.07%-1,11613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP53,757$5.15M0.01%+3,96213F-HRTimelineGroup
Farther Finance Advisors, LLC53,083$5.09M0.08%+2,02013F-HRTimeline
Causey Wealth LLC51,072$4.9M2.39%+1,98113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…50,756$4.85M0.01%+17013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC50,068$4.8M0.06%-4,32713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,004$4.79M<0.01%+50,00013F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC49,947$4.79M0.14%-1513F-HRTimeline
Berman McAleer LLC49,771$4.77M0.67%13F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC49,448$4.74M0.31%-1,27613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC48,442$4.65M0.4%-3,32713F-HRTimelineGroup
Janney Montgomery Scott LLC48,174$4.62M0.01%-44713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp46,724$4.48M0.02%-15,11813F-HRTimelineGroup
Brightwater Advisory LLC46,293$4.44M3.05%-94213F-HRTimeline
Wealthspire Advisors, LLC45,644$4.38M0.02%-88413F-HRTimeline
Neumann Capital Management, LLC45,295$4.34M1.27%+1,45513F-HRTimeline
Perkins Coie Trust Co44,661$4.28M0.81%-64013F-HRTimeline
Circle Wealth Management, LLC44,000$4.22M0.08%013F-HRTimeline
BKM Wealth Management, LLC43,425$4.16M1.54%-24013F-HRTimeline
Weinberger Asset Management, Inc43,238$4.15M1.5%-2,08813F-HRTimeline
JMAC ENTERPRISES LLC42,088$4.04M0.8%+14513F-HRTimeline
Soltis Investment Advisors LLC41,493$3.98M0.28%+2,20813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV40,889$3.92M0.01%+3,71613F-HRTimeline
UMB Bank, n.a.39,269$3.77M0.06%-1,64213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MML INVESTORS SERVICES, LLC38,896$3.73M0.01%-4,36913F-HRTimeline
Lee, Kelleher & Klein Wealth Management38,863$3.73M2.3%+17513F-HRTimeline
Cranbrook Wealth Management, LLC38,519$3.69M0.74%-2,50313F-HRTimeline
Global Retirement Partners, LLC38,260$3.67M0.08%-55113F-HRTimeline
CFS Investment Advisory Services, LLC37,620$3.66M0.27%-413F-HRTimeline
LTG Capital LLC37,978$3.64M2.87%-56213F-HRTimeline
Transcendent Capital Group LLC37,787$3.62M1.62%-6,28713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC37,693$3.61M0.01%+3,18713F-HRTimelineGroup
ANB BANK37,374$3.58M1.45%-2,27613F-HRTimeline
Trail Ridge Investment Advisors, LLC37,246$3.57M1.6%+61613F-HRTimeline
TIAAgroup of 2 filers holding37,067$3.55M+79Timeline
M1 Capital Management LLC36,986$3.55M1.53%-2,42513F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK36,473$3.5M0.45%-1,17513F-HRTimelineGroup
Midwest Trust Co36,395$3.49M0.05%-87113F-HRTimeline
Clearstead Advisors, LLC35,881$3.44M0.05%-94713F-HRTimeline
Maltin Wealth Management, Inc.34,480$3.31M1.37%+71313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…34,411$3.3M0.07%+82513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding34,373$3.3M-21Timeline
SOL Capital Management CO34,023$3.26M0.29%+6,11313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers33,757$3.24M<0.01%+1,40913F-HRTimelineGroup
NorthCoast Asset Management LLC33,735$3.23M0.01%-1,79713F-HRTimeline
Ironwood Financial, llc33,656$3.23M0.57%+2,88813F-HRTimeline
Triangle Securities Wealth Management32,863$3.15M0.71%+3413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CWM, LLCin group CWM, LLC32,527$3.12M0.01%-37513F-HRTimelineGroup
&PARTNERS32,367$3.1M0.02%+10,70913F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC32,163$3.08M0.75%+9813F-HRTimeline
Segment Wealth Management, LLC31,700$3.04M0.18%013F-HRTimeline
Sigma Planning Corp31,258$3M0.09%-1,98913F-HRTimeline
BLAIR WILLIAM & CO/IL29,934$2.87M0.01%+6913F-HRTimeline
UNITED BANK29,877$2.86M0.34%+78613F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…29,707$2.85M0.21%-3,79113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,677$2.85M0.03%+1,88913F-HRTimelineGroup
Stordahl Capital Management, Inc.29,051$2.79M0.59%-2113F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC28,864$2.77M0.65%-2,25713F-HRTimeline
COMMERCE BANKin group COMMERCE BANK28,475$2.73M0.02%-63713F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC28,452$2.73M2.02%-30313F-HRTimeline
Somerset Group LLC28,419$2.73M2.16%+4,48213F-HRTimeline
Performance Wealth Partners, LLC27,484$2.64M0.07%-1,09213F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management27,450$2.63M0.37%013F-HRTimelineGroup
GC Wealth Management RIA, LLC26,789$2.57M0.08%-1,30013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management26,742$2.56M0.09%-47513F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC26,710$2.56M0.28%-14913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,707$2.56M<0.01%-36,70113F-HRTimelineGroup
Horizon Family Wealth, Inc.25,197$2.42M1.39%+1,31613F-HRTimeline
VANCE WEALTH, LLC24,949$2.39M0.74%-79113F-HRTimeline
CX Institutional24,316$2.33M0.07%+96513F-HRTimeline
Retirement Planning Group, LLC24,252$2.33M0.08%-87313F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.23,927$2.29M0.5%+8,24513F-HRTimeline
New Age Alpha Advisors, LLC23,927$2.29M0.1%-3,13613F-HRTimeline
ALLIANCEBERNSTEIN L.P.23,436$2.25M<0.01%+11213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC23,240$2.23M<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,179$2.22M<0.01%+13,09313F-HRTimelineGroup
Foundation Wealth Management, LLC23,062$2.21M1.41%+1,09113F-HRTimeline
SMITH SHELLNUT WILSON LLC /ADV23,028$2.21M0.85%-30813F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22,938$2.2M0.06%+14713F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC22,586$2.17M0.02%+15913F-HRTimeline
Codex Capital Asset Management L.L.C.22,500$2.16M0.81%013F-HRTimeline
Stenger Family Office, LLC22,010$2.15M0.44%-13413F-HRTimeline
Cresset Asset Management, LLC22,426$2.15M0.01%+34313F-HR/ATimeline
PFG Advisors22,331$2.14M0.09%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC22,196$2.13M0.01%+10,50013F-HRTimeline
Glass Jacobson Investment Advisors llc22,125$2.12M0.77%-19313F-HRTimeline
Operose Advisors LLC21,989$2.11M0.53%+513F-HRTimeline
Corundum Trust Company, INC21,744$2.09M4.52%013F-HRTimeline
Alesco Advisors, LLC, An ESL Co21,652$2.08M0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.21,523$2.06M<0.01%+3,56713F-HRTimelineGroup
POM Investment Strategies, LLC21,511$2.06M1.12%-3,24913F-HRTimeline
Avantax Planning Partners, Inc.21,277$2.04M0.06%-18013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.21,170$2.03M0.97%+513F-HRTimeline
One Capital Management, LLC20,711$1.99M0.06%-1,13813F-HRTimeline
Davis Investment Partners, LLC20,650$1.98M0.68%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC19,995$1.92M0.73%+8713F-HRTimeline