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Disclosery

IJS ISHARES TR

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SHS (fund)

816 managers (826 13F filers) reported a position in IJS shares at 2024-12-31, 40,785,897 shares in all. 49 filers opened a position and 40 filers sold out during the quarter.

Managers
816
13F filers
826
New
49
Added
277
Reduced
259
Sold out
40
Shares held by filers
40,785,897

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ARK & TLK INVESTMENTS, LLC22,936$2.49M0.87%013F-HRTimeline
SAPIENT CAPITAL LLC22,899$2.49M0.05%+2,06613F-HRTimeline
Larson Financial Group LLC22,360$2.43M0.13%-4,49413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC22,336$2.43M0.08%+16,39613F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC21,887$2.38M0.03%-52313F-HRTimeline
NWAM LLC21,814$2.37M0.15%-32213F-HRTimeline
PrairieView Partners, LLC21,634$2.35M0.25%-52213F-HRTimeline
Triangle Securities Wealth Management21,598$2.35M0.6%+5313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Heartland Consultants, Inc.21,352$2.32M0.24%-12,89913F-HRTimeline
WESBANCO BANK INC21,283$2.31M0.08%-8713F-HRTimeline
AtlasMark Financial, Inc21,040$2.29M2.1%+27513F-HRTimeline
Financial Advocates Investment Manageme…20,912$2.27M0.13%+2,48913F-HRTimeline
IFP Advisors, Inc20,411$2.22M0.07%+40413F-HRTimeline
Avior Wealth Management, LLC20,361$2.21M0.08%-14613F-HRTimeline
COREPATH WEALTH PARTNERS LLC20,399$2.2M2.15%+65313F-HRTimeline
Per Stirling Capital Management, LLC.20,198$2.19M0.31%+41313F-HRTimeline
INSPIRE TRUST CO, N.A.20,000$2.17M0.56%new13F-HRTimeline
Taylor Financial Group, Inc.19,660$2.14M1.48%+1,00513F-HRTimeline
LifeSteps Financial, Inc.19,495$2.12M1.62%+76713F-HRTimeline
Summit Financial, LLC19,083$2.07M0.07%-14113F-HRTimeline
Goelzer Investment Management, Inc.18,582$2.02M0.12%-1,63213F-HRTimeline
Sequent Asset Management, LLC18,402$2M0.98%013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK17,824$1.94M0.06%-2,08613F-HRTimelineGroup
Stillwater Capital Advisors, LLC17,804$1.93M0.24%-4813F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD17,625$1.91M0.01%-12513F-HRTimelineGroup
ROMAN BUTLER FULLERTON & CO16,996$1.9M0.6%new13F-HRTimeline
COUNTRY CLUB BANK17,000$1.84M0.12%-14613F-HRTimeline
Baring Financial LLC16,638$1.81M1.61%13F-HRTimeline
Ullmann Wealth Partners Group, LLC16,634$1.81M0.23%+14813F-HRTimeline
CWM, LLCin group CWM, LLC16,273$1.77M0.01%+83813F-HRTimelineGroup
Physician Wealth Advisors, Inc.15,744$1.71M0.29%-40213F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA15,699$1.7M0.01%+2013F-HRTimelineGroup
CM WEALTH ADVISORS LLC15,587$1.69M0.55%013F-HRTimeline
NewEdge Advisors, LLC15,424$1.68M0.01%+1,72313F-HRTimeline
King Wealth Management Group15,380$1.67M0.24%-3513F-HRTimeline
EWG Elevate Inc.15,331$1.67M0.51%new13F-HRTimeline
UNIONVIEW, LLC14,930$1.62M1.19%+62813F-HRTimeline
American Investment Services, Inc.14,893$1.62M0.29%+2,71413F-HR/ATimeline
Cassady Schiller Wealth Management, LLC14,703$1.6M0.59%-32613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.14,513$1.58M0.09%new13F-HR/ATimelineGroup
Wealthspire Advisors, LLC14,429$1.57M0.02%+5,98413F-HRTimeline
PACIFIC FINANCIAL GROUP INC14,406$1.56M1.16%-55413F-HRTimeline
Zhang Financial LLC14,350$1.56M0.09%+2,18413F-HRTimeline
Cranbrook Wealth Management, LLC14,349$1.56M0.36%-8413F-HRTimeline
Sanctuary Advisors, LLC13,878$1.55M0.01%-1,78913F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/14,156$1.54M<0.01%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management14,148$1.54M1.09%13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…14,080$1.53M0.14%+10813F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.14,015$1.52M0.31%+74413F-HRTimeline
CITY HOLDING CO13,955$1.52M0.21%+2,30013F-HRTimeline
Parkside Financial Bank & Trust13,930$1.51M0.2%-16913F-HRTimeline
IHT Wealth Management, LLC13,828$1.5M0.05%-17,66613F-HRTimeline
PKS Advisory Services, LLC13,806$1.5M0.38%13F-HRTimeline
GFS Advisors, LLC13,657$1.48M0.23%-3513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,638$1.48M<0.01%+2,73913F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC13,464$1.46M0.09%013F-HRTimeline
GC Wealth Management RIA, LLC13,458$1.46M0.26%-95713F-HRTimeline
Park Place Capital Corp13,175$1.43M0.4%-21213F-HRTimeline
Thomasville National Bank13,150$1.43M0.1%-22913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC12,905$1.4M0.03%-7013F-HRTimeline
Hurley Capital, LLC12,753$1.39M1.12%13F-HRTimeline
Operose Advisors LLC12,795$1.39M0.48%-1,22213F-HRTimeline
MATHER GROUP, LLC.12,777$1.39M0.02%+18613F-HRTimeline
Smith Anglin Financial, LLC12,740$1.38M0.13%+313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding12,335$1.34M-129Timeline
Commonwealth Financial Services, LLC12,334$1.34M0.26%-36013F-HRTimeline
Alesco Advisors, LLC, An ESL Co12,311$1.34M0.04%-23413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.12,308$1.33M<0.01%+10813F-HRTimelineGroup
FAS Wealth Partners, Inc.12,069$1.31M0.11%-78913F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP12,046$1.31M0.12%+88013F-HRTimelineGroup
MCF Advisors LLC11,937$1.3M0.09%+513F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.11,765$1.28M0.55%-58613F-HRTimeline
CHOREO, LLC11,780$1.28M0.02%-1,58713F-HRTimeline
Columbia Bank11,790$1.27M0.44%+2,97813F-HRTimeline
Bragg Financial Advisors, Inc11,350$1.23M0.05%-50713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,199$1.22M0.05%-18413F-HRTimelineGroup
Versant Capital Management, Inc11,146$1.21M0.26%+5313F-HRTimeline
EHRLICH FINANCIAL GROUP11,130$1.21M0.86%-13313F-HRTimeline
Dentgroup LLC11,007$1.2M0.91%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC10,982$1.19M0.44%-9313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,926$1.19M0.03%+29113F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION10,873$1.18M0.11%+6,03813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,844$1.18M0.03%+6813F-HRTimelineGroup
Campion Asset Management10,809$1.17M0.89%+11813F-HRTimeline
RENASANT BANK10,795$1.17M0.76%-34713F-HRTimeline
Orion Porfolio Solutions, LLC10,706$1.16M0.01%+6,42613F-HRTimeline
Orion Portfolio Solutions, LLC10,706$1.16M0.01%+6,42613F-HRTimeline
BLAIR WILLIAM & CO/IL10,618$1.15M<0.01%+4113F-HRTimeline
Roberts Financial Services LLC10,512$1.14M0.22%+62513F-HRTimeline
ACAS, LLC10,300$1.14M0.84%-7113F-HRTimeline
3Chopt Investment Partners, LLC10,329$1.12M0.39%013F-HRTimeline
THOMPSON SIEGEL & WALMSLEY LLC10,300$1.12M0.02%013F-HRTimeline
Everest Private Wealth10,283$1.12M0.98%13F-HRTimeline
PLANNING ALTERNATIVES LTD /ADV10,251$1.11M0.17%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC10,152$1.1M0.03%-17013F-HRTimeline
ALLIANCEBERNSTEIN L.P.10,103$1.1M<0.01%-9813F-HRTimeline
Independent Family Office, LLC10,080$1.09M0.57%013F-HRTimeline
PBMares Wealth Management LLC10,074$1.09M0.22%-413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,000$1.09M<0.01%new13F-HRTimeline
CoreCap Advisors, LLC9,954$1.08M0.05%+3,45713F-HRTimeline
Argent Trust Co9,925$1.08M0.04%013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding9,862$1.07M+3,622Timeline
Wealth Management Partners, LLC9,854$1.07M0.46%-20613F-HRTimeline
Bangor Savings Bank9,845$1.07M0.1%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST9,800$1.06M0.12%-20013F-HRTimeline
Crestwood Advisors Group, LLC9,741$1.06M0.02%+6,82613F-HRTimeline
Independent Advisor Alliance9,683$1.05M0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC9,707$1.05M0.08%+3,73513F-HRTimelineGroup
Strategic Blueprint, LLC9,613$1.04M0.06%+19713F-HRTimeline
Peregrine Asset Advisers, Inc.9,581$1.04M0.38%-1413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…9,522$1.03M0.29%-24613F-HRTimeline
MARQUETTE ASSOCIATES, INC.9,514$1.03M0.86%+4713F-HRTimeline
Willow Creek Wealth Management Inc.9,496$1.03M0.11%-5113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK9,221$1M0.01%013F-HRTimelineGroup
Intergy Private Wealth, LLC8,875$964K0.36%+16613F-HRTimeline
Regal Investment Advisors LLC8,796$955K0.07%+69413F-HRTimeline
&PARTNERS8,691$948K0.01%+3,64813F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,715$947K0.03%+3,37713F-HRTimeline
Integras Partners LLC8,712$946K0.81%13F-HRTimeline
Mandatum Life Insurance Co Ltd8,712$946K0.28%013F-HRTimeline
VAUGHAN & Co SECURITIES, INC.8,703$945K0.57%013F-HRTimeline
Squire Investment Management Company, L…8,693$944K0.42%+91513F-HRTimeline
Claro Advisors Inc.8,638$938K0.13%-48413F-HRTimeline
SigFig Wealth Management, LLC8,652$936K0.03%+83013F-HRTimeline
EQUITABLE TRUST CO8,588$933K0.05%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,567$930K0.01%013F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,517$925K-1,044Timeline
Carlton Hofferkamp & Jenks Wealth Manag…8,326$921K0.34%+87913F-HRTimeline
Blackston Financial Advisory Group, LLC8,337$905K0.45%-27613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC8,294$901K0.2%-77613F-HRTimeline
Christensen, King & Associates Investme…8,214$898K0.42%-72313F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…8,256$897K0.07%-33713F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC8,249$896K0.24%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.8,235$895K0.4%+53313F-HRTimeline
Enclave Advisors LLC8,218$893K0.15%-1,03513F-HRTimeline
Y-Intercept (Hong Kong) Ltd8,172$888K0.06%new13F-HRTimeline
Novak & Powell Financial Services, Inc.8,119$882K0.53%-10,81313F-HRTimeline
Bruce G. Allen Investments, LLC8,082$878K0.71%+1,40713F-HRTimeline
SageView Advisory Group, LLC8,044$874K0.04%+2,60813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,009$870K0.01%+1613F-HRTimelineGroup
Main Street Financial Solutions, LLC8,003$869K0.09%-9313F-HRTimeline
WealthShield Partners, LLC7,959$864K0.12%-13213F-HRTimeline
High Net Worth Advisory Group LLC7,900$858K0.24%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.7,821$849K0.12%+10613F-HRTimeline
Sprinkle Financial Consultants LLC7,800$847K0.58%+2213F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,709$837K0.11%-44613F-HRTimeline
Forum Private Client Group LLC7,701$836K0.37%-19813F-HRTimeline
BRIGHTON JONES LLC7,688$835K0.02%+43613F-HR/ATimeline
Financial Partners Group, Inc7,619$827K0.12%+24013F-HRTimeline
Vickerman Investment Advisors, Inc.7,567$822K0.22%-3513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,451$809K0.03%-113F-HRTimelineGroup
Nikulski Financial, Inc.7,435$808K0.24%-7513F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC7,318$795K0.18%-2113F-HRTimeline
AFT, FORSYTH & COMPANY, INC.7,278$790K0.39%+1213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,236$786K<0.01%-19,73913F-HRTimelineGroup
Apella Capital, LLC7,089$770K0.03%-35213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding7,079$769K0Timeline
Camarda Financial Advisors, LLC6,938$754K0.28%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC6,890$748K0.5%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…6,885$748K0.01%+2513F-HRTimelineGroup
IEQ CAPITAL, LLC6,820$741K0.01%+1013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…6,779$736K0.12%-6313F-HRTimeline
World Investment Advisors6,757$734K0.02%-356,32113F-HRTimeline
ATLAS CAPITAL ADVISORS INC.6,756$734K0.09%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,714$729K0.01%+1,12113F-HRTimelineGroup
Mystic Asset Management, Inc.6,705$728K0.2%013F-HRTimeline
Clearstead Advisors, LLC6,669$724K0.01%+49613F-HRTimeline
VICUS CAPITAL6,664$724K0.06%-2,09013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,662$724K+226Timeline
Journey Advisory Group, LLC7,380$718K0.09%013F-HRTimeline
SACHEM HILL LLC6,582$715K0.15%-87313F-HRTimeline
Watts Gwilliam & Co., LLC6,501$704K0.15%-44213F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC6,456$701K0.45%-4,81713F-HRTimeline
TAGStone Capital, Inc.6,349$690K0.34%+3113F-HRTimeline
Heritage Wealth Advisors6,270$681K0.03%013F-HRTimeline
Center for Financial Planning, Inc.6,242$678K0.09%-33013F-HRTimeline
OneDigital Investment Advisors LLC6,217$675K0.01%-35113F-HRTimeline
TrinityBridge Ltd6,201$674K0.02%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,167$670K0.05%+1813F-HRTimelineGroup
Anchor Investment Management, LLC6,164$669K0.06%013F-HRTimeline
JMG Financial Group, Ltd.6,140$667K0.02%+1913F-HRTimeline
Beacon Pointe Advisors, LLC6,138$667K0.01%+45413F-HRTimeline
JNBA Financial Advisors6,116$664K0.07%-38613F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,060$658K0.01%013F-HRTimeline
Newton One Investments LLC6,041$656K0.25%+2913F-HRTimeline
Busey Bank6,037$656K0.02%013F-HRTimeline
Hubbell Strickland Wealth Management, L…6,019$654K0.31%+17213F-HRTimeline
Patton Albertson Miller Group, LLC5,990$651K0.09%013F-HRTimeline
Financial Alternatives, Inc5,970$648K0.46%013F-HRTimeline
Beaird Harris Wealth Management, LLC5,968$648K0.06%+10913F-HRTimeline
Kendall Capital Management5,951$646K0.19%+17913F-HRTimeline
Spectrum Wealth Counsel, LLC5,855$636K0.07%+33413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,836$634K0.01%+1,18413F-HRTimeline
Gladstone Institutional Advisory LLC5,818$632K0.03%+2,03413F-HRTimeline
VESTIA PERSONAL WEALTH ADVISORS5,813$631K0.52%+6513F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…5,724$622K0.21%-1,14313F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC5,717$621K0.26%+2513F-HRTimeline
Sand Hill Global Advisors, LLC5,670$616K0.03%013F-HRTimeline
Dana Investment Advisors, Inc.5,664$615K0.02%+34013F-HRTimeline
D.A. DAVIDSON & CO.5,651$614K<0.01%+213F-HRTimeline