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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
PINKERTON WEALTH, LLC5,626$611K0.09%new13F-HRTimeline
Meredith Wealth Planning5,606$609K0.27%+1613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,573$605K0.05%+33013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC5,504$598K0.03%-1,12913F-HR/ATimeline
PANORAMIC INVESTMENT ADVISORS, LLC5,480$595K0.39%+50013F-HRTimeline
Richwood Investment Advisors, LLC5,443$591K0.49%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,426$589K<0.01%-26213F-HRTimelineGroup
Leo Wealth, LLC5,417$588K0.05%+1913F-HRTimeline
COZAD ASSET MANAGEMENT INC5,401$587K0.05%+413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.5,389$585K0.04%-92113F-HRTimelineGroup
Accelerate Investment Advisors LLC5,383$585K0.52%+28913F-HRTimeline
Global Retirement Partners, LLC5,351$581K0.02%-25,59213F-HRTimeline
TAP Consulting, LLC5,346$581K0.12%+2713F-HRTimeline
Sage Mountain Advisors LLC5,344$580K0.04%013F-HRTimeline
Cornerstone Wealth Management, LLC5,339$580K0.04%+68913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC5,328$579K0.12%-28813F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…5,316$577K<0.01%+75613F-HRTimelineGroup
Snowden Capital Advisors LLC5,316$577K0.02%013F-HRTimeline
Finley Financial, LLC5,250$576K0.3%13F-HRTimeline
AWM CAPITAL, LLC5,266$572K0.07%-313F-HRTimeline
Quadrant Private Wealth Management, LLC5,235$569K0.14%+1,03313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5,230$568K<0.01%+5,12113F-HR/ATimeline
CW Advisors, LLC5,210$566K0.01%+3,19213F-HRTimeline
NorthRock Partners, LLC5,208$566K0.02%+1613F-HR/ATimeline
Capital Investment Advisory Services, L…5,130$557K0.05%-7913F-HRTimeline
Cottage Street Advisors LLC5,114$555K0.29%013F-HRTimeline
BARRETT & COMPANY, INC.5,107$555K0.23%+913F-HRTimeline
First Horizon Advisors, Inc.5,058$549K0.02%+17913F-HRTimeline
SAGE FINANCIAL GROUP INC5,043$548K0.04%+61613F-HRTimeline
CONNING INC.in group CONNING INC.5,041$548K0.02%-2,32413F-HRTimelineGroup
Quotient Wealth Partners, LLC5,016$545K0.02%-113F-HRTimeline
Pure Financial Advisors, LLC4,962$539K0.01%-9013F-HRTimeline
RWA WEALTH PARTNERS, LLC4,944$537K0.01%+1,97613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,934$536K<0.01%-8613F-HRTimelineGroup
CYPRESS FINANCIAL PLANNING LLC4,926$535K0.2%+413F-HRTimeline
Betterment LLC4,926$535K<0.01%+25713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,916$534K0.01%+63413F-HRTimelineGroup
SkyOak Wealth, LLC4,911$533K0.11%+38613F-HRTimeline
Financial Strategies Group, Inc.5,038$533K0.13%+3313F-HRTimeline
J.W. COLE ADVISORS, INC.4,892$531K0.02%+22513F-HRTimeline
Key Financial Inc4,842$526K0.12%-5013F-HRTimeline
Robertson Stephens Wealth Management, L…4,763$517K0.02%+1313F-HRTimeline
Retirement Planning Co of New England, …4,753$516K0.25%013F-HRTimeline
Schneider Downs Wealth Management Advis…4,720$513K0.1%+1913F-HRTimeline
Financial Advisory Corp4,676$508K0.09%13F-HRTimeline
Modern Wealth Management, LLC4,648$505K0.02%+1,25013F-HR/ATimeline
Woodward Financial Advisors, Inc.4,645$504K0.25%-4413F-HRTimeline
IFG Advisors, LLC4,635$503K0.1%+3813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,613$501K0.04%+1,07013F-HRTimeline
BFSG, LLC4,585$498K0.06%-8513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC4,551$494K<0.01%+81613F-HRTimeline
Shoker Investment Counsel, Inc.4,543$494K0.17%013F-HRTimeline
NorthLanding Financial Partners, LLC4,484$487K0.49%+1413F-HRTimeline
Breakwater Capital Group4,462$485K0.1%-7913F-HRTimeline
Arkadios Wealth Advisors4,461$484K0.03%+11513F-HRTimeline
Greenspring Advisors, LLC4,450$483K0.11%013F-HRTimeline
Dynamic Advisor Solutions LLC4,435$482K0.02%-75213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC4,427$481K0.18%+3513F-HRTimeline
Trail Ridge Investment Advisors, LLC4,376$475K0.23%-1213F-HRTimeline
SOL Capital Management CO4,365$474K0.05%-24013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,320$469K0.04%+34813F-HRTimeline
Uptown Financial Advisors LLC4,291$466K0.5%13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,284$465K0.05%+30413F-HRTimeline
Dorsey & Whitney Trust CO LLC4,243$461K0.03%013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC4,239$460K0.13%13F-HRTimeline
LJI Wealth Management, LLC4,202$456K0.09%-2,38613F-HRTimeline
Lane & Associates LLC4,087$452K0.23%+1713F-HRTimeline
Wedmont Private Capital4,265$451K0.02%-60613F-HRTimeline
Index Fund Advisors, Inc.4,127$448K0.02%+913F-HRTimeline
Beckerman Institutional, LLC4,114$447K0.36%-1513F-HRTimeline
Moloney Securities Asset Management, LLC4,080$443K0.06%-38413F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,045$439K0.18%+3,89513F-HRTimeline
Rehmann Capital Advisory Group4,016$436K0.03%+40913F-HRTimeline
Maple Capital Management, Inc.3,995$434K0.03%013F-HRTimeline
SYM FINANCIAL Corp3,968$431K0.06%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,962$430K0.08%013F-HRTimeline
FIDUCIARY ADVISORS, INC.3,959$430K0.43%13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,863$420K0.02%-16513F-HRTimelineGroup
MONOGRAPH WEALTH ADVISORS, LLC3,842$417K0.06%013F-HRTimeline
HANCOCK WHITNEY CORP3,826$416K0.01%new13F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,806$413K0.07%013F-HRTimeline
STOCK YARDS BANK & TRUST CO3,732$405K0.01%013F-HRTimeline
WEDBUSH SECURITIES INC3,717$404K0.01%-9913F-HRTimeline
JSF Financial, LLC3,719$404K0.11%-9513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,708$402K0.02%013F-HRTimeline
Valmark Advisers, Inc.3,680$400K0.01%013F-HRTimeline
Quantinno Capital Management LP3,680$400K<0.01%-1,26213F-HRTimeline
Pacific Sun Financial Corp3,670$399K0.22%-6013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,662$398K0.01%13F-HRTimeline
Savvy Advisors, Inc.3,639$395K0.05%-68613F-HRTimeline
OLD NATIONAL BANCORP /IN/3,601$391K0.01%new13F-HRTimeline
Keystone Wealth Services, LLC3,589$390K0.1%-7213F-HRTimeline
MAYPORT, LLC3,573$388K0.11%+113F-HRTimeline
Dakota Wealth Management3,570$388K0.01%+1713F-HRTimeline
Sage Capital Management, LLC3,563$387K0.2%+1413F-HRTimeline
Fulton Bank, N.A.3,546$385K0.01%new13F-HRTimeline
Smart Portfolios, LLC3,533$384K0.4%+56313F-HRTimeline
Mill Creek Capital Advisors, LLC3,530$383K0.01%-31613F-HRTimeline
Inlight Wealth Management, LLC3,528$383K0.25%13F-HRTimeline
WHITTIER TRUST CO3,482$378K<0.01%+14313F-HRTimeline
Altiora Financial Group, LLC3,466$376K0.08%013F-HRTimeline
Ausdal Financial Partners, Inc.3,456$375K0.03%+19913F-HRTimeline
Marion Wealth Management3,449$375K0.1%013F-HRTimeline
Stonebridge Financial Planning Group, L…3,436$373K0.17%+9313F-HRTimeline
JMAC ENTERPRISES LLC3,399$369K0.06%013F-HRTimeline
Insight Inv LLC3,371$366K0.25%+2,93313F-HRTimeline
WILLNER & HELLER, LLC3,338$362K0.32%+13513F-HRTimeline
Montecito Bank & Trust3,325$361K0.06%013F-HRTimeline
Curated Wealth Partners LLC3,301$359K0.04%+1,29313F-HRTimeline
Wealth Dimensions Group, Ltd.3,301$358K0.09%-21413F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,278$356K0.04%+113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,235$351K0.01%-2513F-HRTimeline
CIM, LLC3,234$351K0.05%+30813F-HRTimeline
Compass Ion Advisors, LLC3,211$349K0.04%+13013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,132$340K0.07%+21013F-HRTimeline
AMARA FINANCIAL, LLC.3,121$339K0.31%+1513F-HRTimeline
Capital Investment Advisors, LLC3,096$336K0.01%-87213F-HRTimeline
Lester Murray Antman dba SimplyRich3,102$336K0.1%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,085$335K0.02%013F-HRTimelineGroup
Element Wealth, LLC3,065$333K0.17%+1213F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC3,060$332K<0.01%new13F-HRTimelineGroup
FIDUCIENT ADVISORS LLC3,055$332K0.04%-1,14313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,983$332K0.02%-4713F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,020$328K0.02%013F-HRTimelineGroup
HOWE & RUSLING INC3,017$328K0.03%013F-HRTimeline
Moors & Cabot, Inc.3,007$327K0.02%-9113F-HRTimeline
Global Trust Asset Management, LLC2,971$323K0.12%013F-HRTimeline
Hilltop National Bank2,964$322K0.1%-98513F-HRTimeline
DAVENPORT & Co LLC2,945$320K<0.01%-2813F-HRTimeline
GWN SECURITIES INC.2,896$319K0.09%13F-HRTimeline
TrueWealth Advisors, LLC2,933$319K0.11%013F-HRTimeline
Aegis Wealth Management LLC2,925$318K0.21%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,916$316K<0.01%-67513F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC2,907$316K0.14%-2,58013F-HRTimeline
Granite Bay Wealth Management, LLC2,900$315K0.12%new13F-HRTimeline
Confluence Wealth Services, Inc.2,815$314K0.02%+213F-HRTimeline
Bensler, LLC2,862$311K0.04%-14913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,832$308K0.03%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,824$307K0.03%013F-HRTimeline
AE Wealth Management LLC2,822$307K<0.01%new13F-HRTimeline
Destiny Capital Corp/CO2,821$306K0.19%+6513F-HRTimeline
BOSTON FAMILY OFFICE LLC2,790$303K0.02%-48213F-HRTimeline
Fort Sheridan Advisors LLC2,788$303K0.04%013F-HRTimeline
Avion Wealth2,771$300K0.08%+7813F-HRTimeline
Venture Visionary Partners LLC2,761$300K0.01%+31313F-HR/ATimeline
Richard P Slaughter Associates Inc2,750$299K0.07%+13213F-HRTimeline
Mullaney, Keating & Wright, Inc.2,742$298K0.2%+5313F-HRTimeline
Dynamic Financial Group2,724$296K0.3%13F-HRTimeline
AdvisorNet Financial, Inc2,724$296K0.02%-13813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,721$296K0.06%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,702$293K0.02%-10013F-HRTimeline
WARNER FINANCIAL, INC2,693$292K0.13%+16913F-HRTimeline
Financial Perspectives, Inc2,657$289K0.1%+613F-HRTimeline
MEANS INVESTMENT CO., INC.2,610$283K0.03%+913F-HRTimeline
Life Planning Partners, Inc2,596$282K0.26%013F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC2,592$282K0.02%new13F-HRTimeline
Cornerstone Planning, LLC2,583$281K0.11%13F-HRTimeline
Mechanics Financial Corp2,576$280K0.13%013F-HRTimeline
Atlantic Edge Private Wealth Management…2,566$279K0.09%013F-HRTimeline
Sterling Wealth Management, Inc.2,560$278K0.1%+113F-HRTimeline
HBK Sorce Advisory LLC2,556$278K0.01%new13F-HRTimeline
Foundry Financial Group, Inc.2,526$274K0.17%-31,39713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,526$273K0.04%013F-HRTimeline
Parcion Private Wealth LLC2,509$272K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,500$272K0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,500$272K<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,491$271K0.01%-20613F-HRTimelineGroup
First Western Trust Bank2,489$270K0.01%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,458$267K<0.01%-19813F-HRTimeline
MidAtlantic Capital Management, Inc.2,432$264K0.19%-1013F-HRTimeline
TOWNSQUARE CAPITAL LLC2,404$261K<0.01%+41913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,391$260K<0.01%+1,11413F-HRTimelineGroup
American Financial Advisors, LLC2,377$258K0.04%-1013F-HRTimeline
Hardin Capital Partners, LLC2,361$256K0.15%013F-HRTimeline
Weil Company, Inc.2,333$253K0.09%+213F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,330$253K0.02%-1,83313F-HRTimeline
HB Wealth Management, LLC2,329$253K<0.01%new13F-HRTimeline
Cannon Financial Strategists, Inc.2,309$251K0.04%013F-HRTimeline
Morton Brown Family Wealth, LLC2,304$250K0.09%013F-HRTimeline
Sandy Spring Bank2,300$250K0.01%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC2,292$249K0.02%013F-HRTimeline
Team Hewins, LLC2,280$248K0.1%013F-HR/ATimeline
CGC Financial Services, LLC2,273$247K0.1%-32613F-HRTimeline
Philip James Wealth Mangement, LLC2,256$245K0.03%+1013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,250$244K0.01%013F-HRTimeline
Cosner Financial Group, LLC2,243$244K0.15%013F-HRTimeline
CogentBlue Wealth Advisors, LLC2,242$244K0.21%13F-HRTimeline
FOSTER & MOTLEY INC2,240$243K0.02%+213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,233$243K0.06%13F-HRTimeline
Keener Financial Planning LLC2,225$241K0.14%013F-HRTimeline
Peak Asset Management, LLC2,200$239K0.04%013F-HRTimeline
Sharp Wealth Advisory, LLC2,200$239K0.18%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,197$239K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…2,183$237K<0.01%013F-HRTimeline
Foundation Wealth Management, LLC\PA2,164$235K0.11%13F-HRTimeline
EVOKE WEALTH, LLC2,163$235K0.01%013F-HRTimeline
Perigon Wealth Management, LLC2,135$235K0.01%+9513F-HRTimeline
Bedel Financial Consulting, Inc.2,122$235K0.03%new13F-HRTimeline
Gen-Wealth Partners Inc2,156$234K0.1%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP2,155$234K<0.01%new13F-HR/ATimelineGroup