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Disclosery

IJK ISHARES TR

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S&P MC 400GR ETF (fund)

Filings received so far for Q3 2026: 73 13F filers report a position in IJK shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
INSPIRION WEALTH ADVISORS, LLC141,784$15.5M1.77%-24,36413F-HRTimeline
Farther Finance Advisors, LLC76,873$8.43M0.06%+2,37513F-HRTimeline
First Citizens Financial Corp72,411$7.94M3.34%-12713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…50,324$5.58M0.01%+9,21413F-HRTimeline
Independence Financial Advisors, LLC45,543$4.99M1.25%+1,57413F-HRTimeline
Lee, Kelleher & Klein Wealth Management40,792$4.47M2.3%+1,60813F-HRTimeline
ANB BANK37,917$4.16M1.48%-8113F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.34,945$3.83M0.62%-1,95413F-HRTimeline
Plan A Wealth LLC32,176$3.53M1.26%+30,10713F-HRTimeline
CX Institutional26,577$2.91M0.08%+76613F-HRTimeline
Avior Wealth Management, LLC20,309$2.23M0.06%-4,16313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC18,497$2.03M0.14%+37513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,504$1.92M0.03%-1,08413F-HRTimeline
YHB Investment Advisors, Inc.13,822$1.52M0.1%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB12,401$1.36M0.04%+30413F-HRTimeline
Bangor Savings Bank11,168$1.22M0.09%013F-HRTimeline
Harbour Capital Advisors, LLC10,055$1.1M0.2%013F-HRTimeline
Breakwater Capital Group9,725$1.07M0.13%+19413F-HRTimeline
Venture Visionary Partners LLC9,367$1.03M0.03%+21413F-HRTimeline
Atlas Brown,Inc.9,284$1.02M0.27%-10813F-HRTimeline
First Heartland Consultants, Inc.9,236$1.01M0.07%-43,06113F-HRTimeline
Heartwood Wealth Advisors LLC9,234$1.01M0.08%013F-HRTimeline
DAVIDSON TRUST CO8,944$981K0.39%-5813F-HRTimeline
Peterson Wealth Advisors, LLC8,679$951K0.11%+56513F-HRTimeline
Montecito Bank & Trust7,919$868K0.13%-1813F-HRTimeline
Valeo Financial Advisors, LLC7,700$844K0.02%+10613F-HRTimeline
Compton Wealth Advisory Group, LLC7,134$791K0.16%013F-HRTimeline
Hickory Point Bank & Trust7,181$787K0.47%013F-HRTimeline
Legacy Private Trust Co.6,370$698K0.04%013F-HRTimeline
Prosperity Planning, Inc.6,342$695K0.15%-34413F-HRTimeline
Friday Financial6,177$685K0.14%+1,53913F-HRTimeline
Fiduciary Alliance LLC5,789$635K0.05%-3,80613F-HRTimeline
SAPIENT CAPITAL LLC5,760$631K0.01%+21313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,445$487K0.06%013F-HRTimeline
CONGRESS ASSET MANAGEMENT CO4,373$479K<0.01%-10,68613F-HRTimeline
EQUITABLE TRUST CO4,138$454K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC4,134$453K0.03%+1713F-HRTimeline
CoreCap Advisors, LLC4,121$452K0.01%-44813F-HRTimeline
DOLIVER ADVISORS, LP3,980$436K0.1%013F-HRTimeline
Gerald Baker Financial Group LLC3,744$410K0.12%+413F-HRTimeline
Veracity Capital LLC3,652$400K0.11%013F-HRTimeline
BAILARD, INC.3,626$397K0.01%013F-HRTimeline
Vann Equity Management LLC3,550$389K0.23%+4213F-HRTimeline
Clayton Financial Group LLC3,250$356K0.19%+213F-HRTimeline
Matthew Goff Investment Advisor, LLC3,205$351K0.05%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,921$320K<0.01%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV2,900$318K0.04%013F-HRTimeline
Noble Wealth Management PBC2,737$300K0.14%+12613F-HRTimeline
Greater Midwest Financial Group, LLC2,735$300K0.14%+513F-HRTimeline
Connecticut Wealth Management, LLC2,552$280K0.01%-31513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP2,501$274K0.02%013F-HRTimelineGroup
Park Capital Management, LLC / WI2,451$269K0.14%013F-HRTimeline
CHAPIN DAVIS, INC.2,376$260K0.05%013F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC2,240$246K0.1%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…1,935$212K<0.01%-1,52913F-HRTimelineGroup
FC Advisory LLC1,928$211K0.06%+213F-HRTimeline
KWMG, LLC1,880$206K0.01%013F-HRTimeline
Mengis Capital Management, Inc.1,848$203K0.03%new13F-HRTimeline
GAMMA Investing LLC1,652$181K0.01%013F-HRTimeline
EASTERN BANK1,476$162K<0.01%new13F-HRTimeline
Grove Bank & Trust1,472$161K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton1,472$161K0.03%-8213F-HRTimeline
WEST PACES ADVISORS INC.1,441$158K0.03%013F-HRTimeline
S.A. Mason LLC1,336$146K0.04%013F-HRTimeline
Horrell Capital Management, Inc.1,220$134K0.07%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC473$51.9K0.02%+113F-HRTimeline
ATWOOD & PALMER INC365$40K<0.01%013F-HRTimeline
STEPH & CO347$38K0.01%-21313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST333$36.5K<0.01%-11013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP220$24.1K<0.01%013F-HRTimeline
Bullock Wealth Management Group112$12.4K0.01%013F-HRTimeline
Pacifica Partners Inc.112$12.4K<0.01%013F-HRTimeline
Trust Co48$5.26K<0.01%-4813F-HRTimeline