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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

928 managers (939 13F filers) reported a position in IJK shares at 2026-03-31, 70,959,683 shares in all. 67 filers opened a position and 47 filers sold out during the quarter.

Managers
928
13F filers
939
New
67
Added
246
Reduced
286
Sold out
47
Shares held by filers
70,959,683

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY7,789,591$784M0.05%+569,55813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,868,364$590M0.12%-68,20513F-HR/ATimelineGroup
FMR LLCin group FMR LLC4,600,564$463M0.02%+425,22113F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,612,759$364M0.03%-11,87813F-HRTimelineGroup
True Freedom Investing, LLC2,256,315$227M17.41%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC2,162,666$218M0.03%-111,38013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding2,101,272$211M-83,523Timeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,979,447$199M+66,280Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,934,048$195M0.11%-5,99613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,478,069$149M0.05%-358,51113F-HRTimelineGroup
LPL Financial LLC1,433,081$144M0.04%-5,44813F-HRTimeline
Financial Engines Advisors L.L.C.1,231,346$124M0.25%-79,30413F-HRTimeline
D.A. DAVIDSON & CO.1,226,067$123M0.75%+33,25913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP1,124,475$113M0.01%-8,64213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,110,021$112M0.07%+24,28513F-HRTimelineGroup
USA FINANCIAL FORMULAS1,041,989$105M19.76%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp949,569$95.5M0.02%+128,01113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC945,865$95.2M0.02%-30,13913F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO903,223$87.8M0.01%+18,11913F-HR/ATimelineGroup
MAI Capital Management722,750$72.7M0.41%-83313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC591,381$59.5M0.08%-16,58513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP574,619$56.8M0.03%+148,50413F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…558,716$56.2M0.21%-4,55413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA551,904$55.5M0.01%+17,05713F-HRTimelineGroup
HighTower Advisors, LLC538,870$54.2M0.06%-42,31813F-HRTimeline
Cerity Partners LLCgroup of 2 filers holding538,067$54.1M+37,268Timeline
Modern Wealth Management, LLC491,460$50M0.86%+489,00713F-HRTimeline
Joel Isaacson & Co., LLC496,025$49.9M1.65%-5,84113F-HRTimeline
BOKF, NAin group BOKF, NA482,566$48.6M0.74%+6,81313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/472,625$47.6M0.02%-44,57713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding465,541$46.8M-20,816Timeline
Willis Johnson & Associates, Inc.464,283$46.7M2.72%-10,79713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP462,176$46.5M0.3%-1,96313F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC412,307$41.5M2.14%-35,24713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP387,348$39M0.05%-9,29513F-HRTimelineGroup
Moment Partners, LLC381,923$38.4M6.86%+1,24613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS372,543$37.5M0.07%-13,54913F-HRTimeline
Wilmington Savings Fund Society, FSB368,137$37M0.88%-31,83913F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding367,140$36.9M+150,717Timeline
Mariner, LLCin group Mariner, LLC322,074$32.4M0.04%-27,70013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC307,696$31M0.12%+20,21013F-HRTimelineGroup
Steward Partners Investment Advisory, L…306,286$30.8M0.16%+6,59713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…280,395$28.2M0.05%+18,69313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC259,131$26.1M0.13%-2,58313F-HRTimelineGroup
COURIER CAPITAL LLC256,372$25.8M1.44%-28,49713F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.246,667$24.8M0.04%+1,28513F-HRTimelineGroup
Cetera Investment Advisers231,726$23.3M0.02%+5,05913F-HRTimeline
AlphaCore Capital LLC216,732$21.8M0.52%-5,58813F-HRTimeline
Capital Advisors, Ltd. LLC212,590$21.4M2.43%+58713F-HRTimeline
Cassaday & Co Wealth Management LLC212,240$21.4M0.45%+5,18413F-HRTimeline
Hudson Capital Management LLC206,070$20.7M5.36%+12,60013F-HRTimeline
Creative Planningin group Creative Planning204,788$20.6M0.01%+16,82113F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp194,330$19.6M0.38%-16,11813F-HRTimelineGroup
Argent Trust Co192,490$19.4M0.66%+24,62513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP189,533$19.1M0.02%-9,94313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding186,965$18.8M+6,737Timeline
Sterling Financial Planning, Inc.185,467$18.7M5.53%+1,65613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC182,728$18.4M2.29%-58,75313F-HRTimeline
Arax Advisory Partners177,634$17.9M0.5%-12,52813F-HRTimeline
Salomon & Ludwin, LLC174,596$17.8M1.59%-6,71013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.165,073$16.6M0.19%-3,41013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.162,900$16.4M0.02%-4,36213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…161,035$16.2M0.02%+120,40013F-HRTimelineGroup
Texas Yale Capital Corp.158,547$16M0.45%-95013F-HRTimeline
Integrated Wealth Concepts LLC156,931$15.8M0.13%+154,83713F-HRTimeline
1834 INVESTMENT ADVISORS CO151,611$15.3M1.9%-2,03713F-HRTimeline
CoreCap Advisors, LLC145,980$14.7M0.5%+141,66913F-HRTimeline
Waverly Advisors, LLC145,681$14.7M0.11%-1,67413F-HRTimeline
Cambridge Investment Research Advisors,…141,895$14.3M0.04%+34,26513F-HRTimeline
Ifrah Financial Services, Inc.140,669$14.2M3.74%-1,65613F-HRTimeline
GHP Investment Advisors, Inc.140,036$14.1M0.58%-64113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC132,237$13.3M0.1%+2,53913F-HRTimeline
CENTAURUS FINANCIAL, INC.122,134$12.3M0.58%new13F-HRTimeline
FIRST MERCHANTS CORP120,837$12.2M0.46%-3,43513F-HRTimeline
PW Nova Financial Services LLC119,077$12M3.01%+1,41713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.143,448$11.5M0.07%-55,07413F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.112,998$11.4M0.25%-71113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\102,055$10.3M0.01%-5,15313F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC102,025$10.3M0.24%+8,68613F-HRTimeline
White Pine Investment CO101,275$10.2M2.37%+29213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC101,173$10.2M0.01%-1,01013F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC100,594$10.1M0.23%+86,60913F-HR/ATimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,001$10.1M0.01%new13F-HRTimelineGroup
DDFG, Inc99,973$10.1M2.17%+24,02513F-HRTimeline
Private Advisor Group, LLC99,862$10M0.05%+21,54113F-HRTimeline
Blue Edge Capital, LLC98,194$9.88M1.31%+2,49313F-HRTimeline
JFS WEALTH ADVISORS, LLC93,755$9.43M0.53%-62213F-HRTimeline
Broadview Financial Management, LLC92,714$9.33M6.37%-1,00613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp87,643$8.82M0.23%+27813F-HRTimelineGroup
Sanctuary Advisors, LLC85,576$8.61M0.05%+1,10513F-HRTimeline
Bryn Mawr Trust Advisors, LLC83,841$8.44M0.41%-55313F-HRTimeline
OFS Enterprise LLC82,207$8.27M2.43%13F-HRTimeline
BUFFALO BUSINESS & ESTATE SERVICES LTD79,393$7.99M1.16%+41813F-HRTimeline
SOA Wealth Advisors, LLC.78,860$7.93M1.5%-1,52813F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC78,813$7.93M0.18%+10513F-HRTimelineGroup
Mill Creek Capital Advisors, LLC77,366$7.78M0.16%-10,22613F-HRTimeline
Rodgers & Associates, LTD77,150$7.76M0.79%-18013F-HRTimeline
First Citizens Financial Corp73,432$7.39M3.49%-11713F-HRTimeline
Heritage Trust Co73,272$7.37M0.74%+2,36513F-HRTimeline
Denver PWM, LLC65,240$7.35M2.53%-16,38813F-HRTimeline
GREENLEAF TRUST71,845$7.23M0.07%-4,55613F-HRTimeline
Mechanics Bank Trust Department71,228$7.17M0.99%+21813F-HRTimeline
Independent Advisor Alliance70,740$7.12M0.08%new13F-HRTimeline
Arkadios Wealth Advisors69,863$7.03M0.12%+8,50113F-HRTimeline
Farther Finance Advisors, LLC67,659$6.88M0.07%+55913F-HRTimeline
HB Wealth Management, LLC68,061$6.85M0.04%+1,75113F-HRTimeline
Goelzer Investment Management, Inc.67,318$6.77M0.33%-27113F-HRTimeline
Independence Financial Advisors, LLC67,012$6.74M2.02%+1,04213F-HRTimeline
Ausdal Financial Partners, Inc.66,811$6.72M0.3%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV65,418$6.58M0.01%+26,47813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …64,569$6.5M0.85%new13F-HRTimeline
JNBA Financial Advisors63,759$6.42M0.53%-4,95013F-HRTimeline
Centerpoint Advisors, LLC62,308$6.27M2.04%-64813F-HRTimeline
InvesTrust60,384$6.08M2.55%013F-HRTimeline
Guidance Point Advisors, LLC59,470$5.99M1.42%-14613F-HRTimeline
World Investment Advisors58,736$5.91M0.1%+8,92013F-HRTimeline
Sunbelt Securities, Inc.58,050$5.84M0.37%+37313F-HRTimeline
Asset Management Group, Inc.57,388$5.77M0.93%+5213F-HRTimeline
Causey Wealth LLC56,777$5.71M2.43%+2,34413F-HRTimeline
&PARTNERS56,000$5.63M0.03%+3,37513F-HRTimeline
EP Wealth Advisors, LLC54,868$5.52M0.03%-2,32013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC53,530$5.39M0.07%+3,12713F-HRTimeline
Merit Financial Group, LLC52,222$5.25M0.04%+41,58313F-HRTimeline
NewEdge Wealth, LLC52,188$5.25M0.06%+10,88013F-HRTimeline
Berman McAleer LLC51,376$5.17M0.71%-2,87513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP51,539$5.17M0.01%-10,01013F-HRTimelineGroup
Integrated Advisors Network LLC50,002$5.03M0.26%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC49,994$5.03M0.54%+1,19813F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC49,947$5.03M0.15%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp49,670$5M0.02%+1,25213F-HR/ATimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…48,971$4.93M0.07%-4,67013F-HRTimelineGroup
Janney Montgomery Scott LLC48,775$4.91M0.01%+9713F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC48,459$4.88M0.32%-71113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …45,373$4.85M0.09%+42,15213F-HRTimelineGroup
TIAAgroup of 4 filers holding47,280$4.76M+9,829Timeline
Soltis Investment Advisors LLC45,246$4.55M0.3%+1,95913F-HRTimeline
Brightwater Advisory LLC44,574$4.49M2.97%-1,56413F-HRTimeline
Perkins Coie Trust Co44,429$4.47M0.86%-6613F-HRTimeline
Circle Wealth Management, LLC44,000$4.43M0.06%013F-HRTimeline
Neumann Capital Management, LLC43,785$4.41M1.3%-46013F-HRTimeline
Net Worth Advisory Group43,354$4.36M0.9%-7813F-HRTimeline
BKM Wealth Management, LLC43,084$4.34M1.58%-58413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC42,349$4.26M<0.01%-2713F-HRTimelineGroup
HANCOCK WHITNEY CORP39,054$4.24M0.07%+19,15713F-HRTimeline
JMAC ENTERPRISES LLC42,054$4.23M0.81%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …41,360$4.16M0.03%+1,76613F-HRTimelineGroup
CFS Investment Advisory Services, LLC37,045$4.07M0.28%-53813F-HRTimeline
MML INVESTORS SERVICES, LLC40,245$4.05M0.01%-1,06213F-HRTimeline
UMB Bank, n.a.39,613$3.99M0.06%-2,04713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NATIXIS ADVISORS, LLCin group Natixis Investment Managers39,041$3.93M0.01%+2,86413F-HRTimelineGroup
Idaho Trust Co38,938$3.92M1.27%-12,72213F-HRTimeline
Triangle Securities Wealth Management38,732$3.9M0.88%+1,07113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trail Ridge Investment Advisors, LLC38,532$3.88M1.69%-8813F-HRTimeline
Lee, Kelleher & Klein Wealth Management38,480$3.87M2.3%-26813F-HRTimeline
ANB BANK38,364$3.86M1.56%+1,19813F-HRTimeline
Cranbrook Wealth Management, LLC38,326$3.86M0.78%-56413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…37,829$3.85M0.01%-13,74613F-HRTimeline
Maltin Wealth Management, Inc.37,983$3.82M1.46%+1,56713F-HRTimeline
Weinberger Asset Management, Inc36,431$3.67M1.37%-6,31713F-HRTimeline
LTG Capital LLC36,397$3.66M2.8%-44013F-HRTimeline
Clearstead Advisors, LLC36,106$3.63M0.03%-28713F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.35,425$3.56M0.71%+4,67513F-HRTimeline
CWM, LLCin group CWM, LLC35,090$3.53M0.01%+41713F-HRTimelineGroup
BlueStem Wealth Partners, LLC34,574$3.48M0.39%new13F-HRTimeline
M1 Capital Management LLC34,183$3.44M1.59%-1,02913F-HRTimeline
Ironwood Financial, llc33,870$3.41M0.6%+46613F-HRTimeline
Midwest Trust Co33,868$3.41M0.04%-89413F-HRTimeline
Beacon Pointe Advisors, LLC33,134$3.33M0.02%+1,40113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,008$3.32M0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32,664$3.29M0.02%+2,31513F-HRTimeline
BLAIR WILLIAM & CO/IL32,350$3.26M0.01%-1,69613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK32,138$3.23M0.02%+4,98313F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK31,988$3.22M0.45%-60813F-HRTimelineGroup
Segment Wealth Management, LLC31,700$3.19M0.19%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…31,287$3.15M0.08%new13F-HRTimelineGroup
Main Management LLCin group Main Management ETF Advisors,…31,131$3.13M0.23%+5,91713F-HRTimelineGroup
UNITED BANK31,076$3.13M0.4%+27513F-HRTimeline
Somerset Group LLC28,074$3.08M2.29%-15113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…30,611$3.08M0.01%new13F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC30,538$3.07M0.77%-1,13513F-HRTimeline
MidFirst Bank29,972$3.02M0.25%-49613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …29,891$3.01M0.04%+96113F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO29,365$2.95M0.31%+1,74713F-HRTimeline
Sigma Planning Corp29,046$2.92M0.08%-1,45813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,974$2.92M<0.01%+15,42113F-HRTimelineGroup
Horizon Family Wealth, Inc.28,405$2.86M1.51%+1,51913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC28,240$2.84M0.65%-21513F-HRTimeline
Stordahl Capital Management, Inc.27,515$2.77M0.57%-1,92113F-HRTimeline
Advisory Services Network, LLC27,199$2.74M0.04%+7,03713F-HRTimeline
Private Advisory Group LLC26,531$2.67M0.19%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…26,452$2.66M0.03%+59113F-HRTimelineGroup
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management26,350$2.65M0.39%-1,10013F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC25,834$2.6M1.4%-1,89113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management25,466$2.56M0.09%-69513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.25,350$2.55M0.04%+20,77013F-HRTimeline
Performance Wealth Partners, LLC25,322$2.55M0.07%-73913F-HRTimeline
CX Institutional25,221$2.54M0.08%+29613F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT25,948$2.51M3.19%13F-HRTimeline
GC Wealth Management RIA, LLC24,713$2.49M0.1%-5013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding24,686$2.48M-2,310Timeline