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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
MORGAN STANLEYin group MORGAN STANLEY7,220,033$699M0.04%+53,81313F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,936,569$575M0.11%-121,07013F-HRTimelineGroup
FMR LLCin group FMR LLC4,175,343$405M0.02%+191,53913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,624,637$351M0.03%+46,31113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,274,046$220M0.03%+79,96913F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding2,184,795$212M+35,519Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,940,044$188M0.1%-6,55813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,913,167$185M+46,661Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,836,580$178M0.06%-57113F-HRTimelineGroup
LPL Financial LLC1,438,529$139M0.04%-12,05213F-HRTimeline
Financial Engines Advisors L.L.C.1,310,650$127M0.24%-32,88813F-HRTimeline
D.A. DAVIDSON & CO.1,192,808$116M0.71%+43,44213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,133,117$110M0.01%+29,77013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,085,736$105M0.07%-52,33513F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC976,004$94.6M0.02%-29,71813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO885,104$85.7M0.01%+6,23113F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp821,558$79.6M0.01%+10,58613F-HRTimelineGroup
MAI Capital Management723,583$70.1M0.41%-8,04513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC607,966$58.9M0.08%-38,49413F-HRTimeline
HighTower Advisors, LLC581,188$56.3M0.06%+67013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…563,270$54.6M0.2%-1,48213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA534,847$51.8M0.01%-6,77413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/517,202$50.1M0.02%-1,93913F-HRTimelineGroup
Joel Isaacson & Co., LLC501,866$48.6M1.61%-6,33013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC500,799$48.5M0.07%+1,92513F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding486,357$47.1M+40,831Timeline
BOKF, NAin group BOKF, NA475,753$46.1M0.71%-7,24113F-HRTimelineGroup
Willis Johnson & Associates, Inc.475,080$46M2.84%-84,67513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP464,139$45M0.29%-18,69513F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC447,554$43.4M2.26%-42,01213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP426,115$41.3M0.03%+33,80113F-HRTimelineGroup
Wilmington Savings Fund Society, FSB399,976$38.7M0.91%-38,58113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP396,643$38.4M0.05%-10,31113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS386,092$37.4M0.07%-14,64013F-HRTimeline
Moment Partners, LLC380,677$36.9M7.59%+10,33613F-HRTimeline
Mariner, LLCin group Mariner, LLC349,774$33.9M0.04%+20,85513F-HRTimelineGroup
Steward Partners Investment Advisory, L…299,689$29M0.16%-4,34213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC287,486$27.6M0.11%+12,48213F-HRTimelineGroup
COURIER CAPITAL LLC284,869$27.6M1.55%+4,24013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC261,714$25.4M0.14%-1,23913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…261,702$25.4M0.05%+9,77813F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.245,382$23.8M0.04%-4,00213F-HRTimelineGroup
INSPIRION WEALTH ADVISORS, LLC241,481$23.4M2.86%-2,69313F-HRTimeline
Cetera Investment Advisers226,667$22M0.02%+21,67913F-HRTimeline
AlphaCore Capital LLC222,320$21.5M0.48%+221,82413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding216,423$21M+133Timeline
Capital Advisors, Ltd. LLC212,003$20.5M2.32%-3,16913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp210,448$20.4M0.38%-17,77113F-HRTimelineGroup
Cassaday & Co Wealth Management LLC207,056$20.1M0.42%-1113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP199,476$19.3M0.02%-6,86513F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.198,522$19.2M0.13%+15,01413F-HRTimelineGroup
Hudson Capital Management LLC193,470$18.7M4.7%+5,37213F-HRTimeline
Arax Advisory Partners190,162$18.4M0.54%new13F-HRTimeline
Creative Planningin group Creative Planning187,967$18.2M0.01%+1,34113F-HRTimelineGroup
Salomon & Ludwin, LLC181,306$18.1M1.6%-3,87113F-HRTimeline
Sterling Financial Planning, Inc.183,811$17.8M5.37%+3,59813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding180,228$17.5M+3,650Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.168,483$16.3M0.18%+25,52313F-HRTimelineGroup
Argent Trust Co167,865$16.3M0.56%+16,83813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.167,262$16.2M0.02%+21,17413F-HRTimelineGroup
Texas Yale Capital Corp.159,497$15.5M0.47%013F-HRTimeline
1834 INVESTMENT ADVISORS CO153,648$14.9M1.87%-4,30413F-HRTimeline
COMERICA BANK151,345$14.7M0.06%-12,66313F-HRTimeline
Waverly Advisors, LLC147,355$14.3M0.12%+5,19713F-HRTimeline
Ifrah Financial Services, Inc.142,325$13.8M3.54%-66913F-HRTimeline
GHP Investment Advisors, Inc.140,677$13.6M0.56%-1,35213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC129,698$12.6M0.1%+3,32513F-HRTimeline
FIRST MERCHANTS CORP124,272$12M0.45%-14,30013F-HRTimeline
PW Nova Financial Services LLC117,660$11.6M4.38%13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.113,709$11M0.24%+4,63413F-HRTimelineGroup
Cambridge Investment Research Advisors,…107,630$10.4M0.03%+26,13313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\107,208$10.4M0.01%-4,39113F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC102,183$9.9M0.01%new13F-HR/ATimelineGroup
White Pine Investment CO100,983$9.78M2.31%+84313F-HRTimeline
Blue Edge Capital, LLC95,701$9.27M1.24%-4,02713F-HRTimeline
JFS WEALTH ADVISORS, LLC94,377$9.14M0.52%-64813F-HRTimeline
Broadview Financial Management, LLC93,720$9.08M6.08%-23313F-HRTimeline
Ashton Thomas Private Wealth, LLC93,339$9.04M0.22%+3,78213F-HRTimeline
Mill Creek Capital Advisors, LLC87,592$8.49M0.17%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp87,365$8.46M0.22%-13313F-HRTimelineGroup
Sanctuary Advisors, LLC84,471$8.18M0.04%+16,24513F-HRTimeline
Bryn Mawr Trust Advisors, LLC84,394$8.18M0.39%-15613F-HRTimeline
SOA Wealth Advisors, LLC.80,388$7.79M1.32%-4,19813F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD78,975$7.65M1.1%13F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC78,708$7.63M0.16%+53713F-HRTimelineGroup
Oldfather Financial Services, LLC78,565$7.61M2.27%+49713F-HRTimeline
Private Advisor Group, LLC78,321$7.59M0.04%+2,85413F-HRTimeline
Rodgers & Associates, LTD77,330$7.49M0.76%-95713F-HRTimeline
Denver PWM, LLC81,628$7.43M2.48%013F-HRTimeline
GREENLEAF TRUST76,401$7.4M0.07%-14213F-HRTimeline
DDFG, Inc75,948$7.36M1.61%+1,05313F-HRTimeline
First Citizens Financial Corp73,549$7.13M3.52%-97413F-HRTimeline
Mechanics Bank Trust Department71,010$6.88M0.9%-2,28513F-HRTimeline
Heritage Trust Co70,907$6.87M0.7%-4,71313F-HRTimeline
JNBA Financial Advisors68,709$6.66M0.58%-1,27413F-HRTimeline
Goelzer Investment Management, Inc.67,589$6.55M0.3%+1,25813F-HRTimeline
Farther Finance Advisors, LLC67,100$6.5M0.07%+14,01713F-HRTimeline
HB Wealth Management, LLC66,310$6.42M0.04%-20813F-HRTimeline
Independence Financial Advisors, LLC65,970$6.39M1.76%+2,33513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.65,851$6.38M0.28%-13,50013F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO64,981$6.3M0.04%+61,17813F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC63,519$6.15M0.03%new13F-HRTimelineGroup
Prospera Financial Services Inc63,427$6.15M0.1%+56,48713F-HRTimeline
Centerpoint Advisors, LLC62,956$6.1M1.88%-68013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP61,549$5.97M0.01%+7,79213F-HR/ATimelineGroup
Arkadios Wealth Advisors61,362$5.94M0.12%+53,77913F-HRTimeline
InvesTrust60,384$5.85M2.26%013F-HRTimeline
Guidance Point Advisors, LLC59,616$5.78M1.34%-7913F-HRTimeline
Cordatus Wealth Management LLC58,897$5.71M1.32%new13F-HRTimeline
Sunbelt Securities, Inc.57,677$5.59M0.37%-1,65813F-HRTimeline
Asset Management Group, Inc.57,336$5.55M0.9%+10913F-HRTimeline
EP Wealth Advisors, LLC57,188$5.54M0.03%13F-HRTimeline
Causey Wealth LLC54,433$5.27M2.39%+3,36113F-HRTimeline
Berman McAleer LLC54,251$5.26M0.72%+4,48013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…51,575$5.23M0.01%+81913F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…53,641$5.2M0.07%-44113F-HRTimelineGroup
&PARTNERS52,625$5.09M0.03%+20,25813F-HRTimeline
Idaho Trust Co51,660$5M1.66%-11,07913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC50,403$4.88M0.06%+33513F-HRTimeline
BECKER CAPITAL MANAGEMENT INC49,947$4.84M0.14%013F-HRTimeline
World Investment Advisors49,816$4.83M0.08%-11,84413F-HR/ATimeline
FULTON BREAKEFIELD BROENNIMAN LLC49,170$4.76M0.3%-27813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC48,796$4.73M0.48%+35413F-HRTimelineGroup
Janney Montgomery Scott LLC48,678$4.72M0.01%+50413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp48,418$4.69M0.02%+1,69413F-HR/ATimelineGroup
Brightwater Advisory LLC46,138$4.47M3.02%-15513F-HRTimeline
Perkins Coie Trust Co44,495$4.31M0.8%-16613F-HRTimeline
Neumann Capital Management, LLC44,245$4.29M1.24%-1,05013F-HRTimeline
Circle Wealth Management, LLC44,000$4.26M0.07%013F-HRTimeline
BKM Wealth Management, LLC43,668$4.23M1.55%+24313F-HRTimeline
Net Worth Advisory Group43,432$4.21M0.85%+38,07013F-HRTimeline
Soltis Investment Advisors LLC43,287$4.19M0.28%+1,79413F-HR/ATimeline
Weinberger Asset Management, Inc42,748$4.14M1.49%-49013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC42,376$4.11M<0.01%-24,45613F-HRTimelineGroup
JMAC ENTERPRISES LLC42,054$4.07M0.78%-3413F-HRTimeline
UMB Bank, n.a.41,660$4.04M0.05%+2,39113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewEdge Wealth, LLC41,308$4M0.05%+38,24913F-HRTimeline
MML INVESTORS SERVICES, LLC41,307$4M0.01%+2,41113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,635$3.94M0.01%+13,92813F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …39,594$3.84M0.03%13F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV38,940$3.77M0.01%-1,94913F-HRTimeline
Cranbrook Wealth Management, LLC38,890$3.77M0.74%+37113F-HRTimeline
Lee, Kelleher & Klein Wealth Management38,748$3.75M2.24%-11513F-HRTimeline
Trail Ridge Investment Advisors, LLC38,620$3.74M1.61%+1,37413F-HRTimeline
Transcendent Capital Group LLC38,363$3.72M1.68%+57613F-HRTimeline
Global Retirement Partners, LLC37,970$3.68M0.07%-29013F-HRTimeline
Triangle Securities Wealth Management37,661$3.65M0.77%+4,79813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CFS Investment Advisory Services, LLC37,583$3.64M0.27%-3713F-HRTimeline
TIAAgroup of 2 filers holding37,451$3.63M+384Timeline
ANB BANK37,166$3.6M1.43%-20813F-HRTimeline
LTG Capital LLC36,837$3.57M2.78%-1,14113F-HRTimeline
Maltin Wealth Management, Inc.36,416$3.53M1.4%+1,93613F-HRTimeline
Clearstead Advisors, LLC36,393$3.53M0.04%+51213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers36,177$3.5M<0.01%+2,42013F-HRTimelineGroup
M1 Capital Management LLC35,212$3.41M1.42%-1,77413F-HRTimeline
Ironwood Financial, llc33,404$3.4M0.58%-25213F-HRTimeline
Midwest Trust Co34,762$3.37M0.04%-1,63313F-HRTimeline
CWM, LLCin group CWM, LLC34,673$3.36M0.01%+2,14613F-HRTimelineGroup
BLAIR WILLIAM & CO/IL34,046$3.3M0.01%+4,11213F-HRTimeline
SOL Capital Management CO34,023$3.3M0.3%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…33,836$3.28M0.07%-57513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,008$3.2M0.01%-4,68513F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK32,596$3.16M0.42%-3,87713F-HRTimelineGroup
Beacon Pointe Advisors, LLC31,733$3.07M0.02%+20,25913F-HRTimeline
Segment Wealth Management, LLC31,700$3.07M0.18%013F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC31,673$3.07M0.74%-49013F-HRTimeline
UNITED BANK30,801$2.98M0.39%+92413F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.30,750$2.98M0.62%+6,82313F-HRTimeline
Sigma Planning Corp30,504$2.96M0.08%-75413F-HRTimeline
MidFirst Bank30,468$2.95M0.24%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC30,349$2.94M0.02%+8,15313F-HRTimeline
Stordahl Capital Management, Inc.29,436$2.85M0.59%+38513F-HRTimeline
Somerset Group LLC28,225$2.85M2.15%-19413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …28,930$2.8M0.04%-74713F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC28,455$2.76M0.62%-40913F-HRTimeline
PACIFIC FINANCIAL GROUP INC27,725$2.69M1.49%-72713F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO27,618$2.68M0.35%new13F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management27,450$2.66M0.38%013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK27,155$2.63M0.01%-1,32013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 3 filers holding26,996$2.62M-7,377Timeline
Horizon Family Wealth, Inc.26,886$2.6M1.39%+1,68913F-HRTimeline
Ullmann Wealth Partners Group, LLC26,638$2.56M0.27%-7213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management26,161$2.53M0.08%-58113F-HRTimelineGroup
Performance Wealth Partners, LLC26,061$2.52M0.07%-1,42313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…25,861$2.51M0.03%+10,75213F-HRTimelineGroup
VANCE WEALTH, LLC25,748$2.49M0.74%+79913F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.25,341$2.46M<0.01%+1,90513F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…25,214$2.44M0.18%-4,49313F-HRTimelineGroup
Keenan, LLC25,017$2.42M2.13%13F-HR/ATimeline
CX Institutional24,925$2.42M0.07%+60913F-HRTimeline
GC Wealth Management RIA, LLC24,763$2.4M0.09%-2,02613F-HRTimeline
New Age Alpha Advisors, LLC23,865$2.31M0.1%-6213F-HRTimeline
Retirement Planning Group, LLC23,285$2.26M0.07%-96713F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC23,240$2.25M<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC23,131$2.24M0.02%-22,51313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,899$2.22M0.04%+3,90213F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV22,877$2.22M0.85%-15113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22,759$2.2M0.06%-17913F-HRTimelineGroup
Foundation Wealth Management, LLC22,699$2.2M1.45%-36313F-HRTimeline
POM Investment Strategies, LLC22,714$2.2M1.13%+1,20313F-HRTimeline