Skip to content
Disclosery

IJS ISHARES TR

Follow

SHS (fund)

796 managers (805 13F filers) reported a position in IJS shares at 2025-03-31, 39,846,156 shares in all. 58 filers opened a position and 71 filers sold out during the quarter.

Managers
796
13F filers
805
New
58
Added
243
Reduced
283
Sold out
71
Shares held by filers
39,846,156

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Hubbell Strickland Wealth Management, L…5,676$553K0.26%-34313F-HRTimeline
Mutual Advisors, LLC6,016$550K0.02%-44,60913F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,606$546K0.04%+3313F-HRTimeline
Enclave Advisors LLC5,583$544K0.09%-2,63513F-HRTimeline
Meredith Wealth Planning5,565$542K0.24%-4113F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC5,480$534K0.36%013F-HRTimeline
Leo Wealth, LLC5,430$529K0.08%+1313F-HRTimeline
Strategic Blueprint, LLC5,426$529K0.03%-4,18713F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,410$527K<0.01%+47613F-HRTimelineGroup
Accelerate Investment Advisors LLC5,401$527K0.44%+1813F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co5,386$525K<0.01%-4013F-HR/ATimelineGroup
Sage Mountain Advisors LLC5,344$521K0.04%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC5,334$520K0.1%+613F-HRTimeline
Snowden Capital Advisors LLC5,295$516K0.02%-2113F-HRTimeline
AWM CAPITAL, LLC5,266$513K0.06%013F-HRTimeline
Ground Swell Capital, LLC5,257$512K1.17%new13F-HRTimeline
Betterment LLC5,250$512K<0.01%+32413F-HRTimeline
COZAD ASSET MANAGEMENT INC5,241$511K0.05%-16013F-HRTimeline
Dana Investment Advisors, Inc.5,239$511K0.02%-42513F-HRTimeline
BARRETT & COMPANY, INC.5,192$506K0.22%+8513F-HRTimeline
SAGE FINANCIAL GROUP INC5,169$504K0.04%+12613F-HRTimeline
Pure Financial Advisors, LLC5,157$503K0.01%+19513F-HRTimeline
Gladstone Institutional Advisory LLC5,134$500K0.02%-68413F-HRTimeline
Cottage Street Advisors LLC5,114$498K0.25%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC5,089$496K0.11%-2,22913F-HRTimeline
Finley Financial, LLC5,340$494K0.27%+9013F-HRTimeline
Richwood Investment Advisors, LLC5,043$492K0.42%-40013F-HRTimeline
CONNING INC.in group CONNING INC.5,041$491K0.02%013F-HRTimelineGroup
Quantinno Capital Management LP5,014$489K<0.01%+1,33413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.4,946$482K0.04%-44313F-HRTimelineGroup
First Horizon Advisors, Inc.4,937$481K0.01%-12113F-HRTimeline
Quotient Wealth Partners, LLC4,933$481K0.02%-8313F-HRTimeline
SkyOak Wealth, LLC4,911$479K0.1%013F-HRTimeline
Integras Partners LLC4,877$475K0.43%-3,83513F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC4,861$474K0.17%-6513F-HRTimeline
Woodward Financial Advisors, Inc.4,807$469K0.22%+16213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,780$466K0.01%-13613F-HRTimelineGroup
SILVERCREST ASSET MANAGEMENT GROUP LLC4,767$465K<0.01%+21613F-HRTimeline
Retirement Planning Co of New England, …4,753$463K0.23%013F-HR/ATimeline
Beckerman Institutional, LLC4,752$463K0.34%+63813F-HRTimeline
Schneider Downs Wealth Management Advis…4,734$461K0.08%+1413F-HRTimeline
Key Financial Inc4,728$461K0.1%-11413F-HRTimeline
Financial Advisory Corp4,679$456K0.08%+313F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.4,655$454K<0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.4,636$452K<0.01%-1,01513F-HRTimeline
BFSG, LLC4,585$447K0.05%013F-HRTimeline
Breakwater Capital Group4,559$444K0.08%+9713F-HRTimeline
Quadrant Private Wealth Management, LLC4,557$444K0.11%-67813F-HRTimeline
Shoker Investment Counsel, Inc.4,543$443K0.15%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,477$436K0.02%-1,02713F-HR/ATimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC4,470$436K0.12%+23113F-HRTimeline
Moloney Securities Asset Management, LLC4,461$435K0.06%+38113F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC4,457$435K0.16%+3013F-HRTimeline
JMG Financial Group, Ltd.4,442$433K0.01%-1,69813F-HRTimeline
IFG Advisors, LLC4,414$430K0.08%-22113F-HRTimeline
SOL Capital Management CO4,365$426K0.05%013F-HRTimeline
Trail Ridge Investment Advisors, LLC4,363$425K0.22%-1313F-HRTimeline
NorthLanding Financial Partners, LLC4,356$425K0.42%-12813F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION4,336$423K0.04%-6,53713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,321$421K0.03%+113F-HRTimeline
Uptown Financial Advisors LLC4,291$418K0.43%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,284$418K0.05%013F-HRTimeline
Tarbox Family Office, Inc.4,281$417K0.07%new13F-HRTimeline
Robertson Stephens Wealth Management, L…4,275$417K0.02%-48813F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…4,247$414K<0.01%-1,06913F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC4,243$414K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC4,223$412K0.01%-21213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,195$409K0.15%+15013F-HRTimeline
Sand Hill Global Advisors, LLC4,182$408K0.02%-1,48813F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC4,171$407K<0.01%+1,25513F-HRTimelineGroup
LJI Wealth Management, LLC4,156$405K0.08%-4613F-HRTimeline
Arkadios Wealth Advisors4,155$405K0.02%-30613F-HRTimeline
Index Fund Advisors, Inc.4,140$404K0.02%+1313F-HRTimeline
Lane & Associates LLC4,100$400K0.22%+1313F-HRTimeline
Maple Capital Management, Inc.3,995$389K0.03%013F-HRTimeline
FIDUCIARY ADVISORS, INC.3,989$389K0.38%+3013F-HRTimeline
SYM FINANCIAL Corp3,968$387K0.05%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,962$386K0.07%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC3,956$385K0.02%+24813F-HRTimeline
GREAT LAKES ADVISORS, LLC3,944$384K<0.01%-48,81313F-HRTimeline
WEDBUSH SECURITIES INC3,909$381K0.01%+19213F-HRTimeline
GWN SECURITIES INC.3,853$376K0.02%+95713F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC3,842$375K0.05%013F-HRTimeline
McGlone Suttner Wealth Management, Inc.3,806$371K0.06%013F-HRTimeline
Rehmann Capital Advisory Group3,797$370K0.02%-21913F-HRTimeline
Savvy Advisors, Inc.3,718$362K0.04%+7913F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,687$359K0.02%+66713F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,658$357K0.02%-20513F-HRTimelineGroup
JSF Financial, LLC3,655$356K0.09%-6413F-HRTimeline
Dakota Wealth Management3,635$354K0.01%+6513F-HRTimeline
Pacific Sun Financial Corp3,630$354K0.2%-4013F-HRTimeline
STOCK YARDS BANK & TRUST CO3,606$352K0.01%-12613F-HRTimeline
Valmark Advisers, Inc.3,601$351K0.01%-7913F-HRTimeline
Keystone Wealth Services, LLC3,590$350K0.09%+113F-HRTimeline
MAYPORT, LLC3,574$348K0.1%+113F-HRTimeline
Sage Capital Management, LLC3,573$348K0.19%+1013F-HRTimeline
Mill Creek Capital Advisors, LLC3,530$344K0.01%013F-HRTimeline
Inlight Wealth Management, LLC3,528$344K0.21%013F-HRTimeline
J.W. COLE ADVISORS, INC.3,509$342K0.01%-1,38313F-HRTimeline
WHITTIER TRUST CO3,482$339K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…3,473$339K0.03%-1,65713F-HRTimeline
Altiora Financial Group, LLC3,466$338K0.07%013F-HRTimeline
Clark Capital Management Group, Inc.3,460$337K<0.01%new13F-HRTimeline
Marion Wealth Management3,449$336K0.09%013F-HRTimeline
Ausdal Financial Partners, Inc.3,433$335K0.03%-2313F-HRTimeline
Insight Inv LLC3,371$329K0.23%013F-HRTimeline
Smart Portfolios, LLC3,359$327K0.36%-17413F-HRTimeline
Montecito Bank & Trust3,325$324K0.06%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC3,308$322K0.04%+3013F-HRTimeline
Wealth Dimensions Group, Ltd.3,301$322K0.08%013F-HRTimeline
FIDUCIENT ADVISORS LLC3,280$320K0.04%+22513F-HRTimeline
New Republic Capital, LLC3,258$318K0.14%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC3,244$316K0.01%+913F-HRTimeline
Compass Ion Advisors, LLC3,214$313K0.04%+313F-HRTimeline
CIM, LLC3,187$311K0.05%-4713F-HRTimeline
TrueWealth Advisors, LLC3,181$310K0.1%+24813F-HRTimeline
Fulton Bank, N.A.3,169$309K0.01%-37713F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,132$305K0.07%013F-HRTimeline
Lester Murray Antman dba SimplyRich3,102$302K0.09%013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,085$301K0.02%013F-HRTimelineGroup
Avion Wealth2,771$300K0.08%013F-HRTimeline
NorthRock Partners, LLC3,059$298K0.01%-2,14913F-HRTimeline
AdvisorNet Financial, Inc3,055$298K0.02%+33113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS3,032$296K<0.01%+64113F-HRTimelineGroup
HOWE & RUSLING INC3,032$296K0.02%+1513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,990$291K0.03%+39813F-HR/ATimeline
Stonebridge Financial Planning Group, L…2,984$291K0.13%-45213F-HRTimeline
B. Riley Wealth Advisors, Inc.2,980$291K0.01%new13F-HRTimeline
RWA WEALTH PARTNERS, LLC2,945$287K<0.01%-1,99913F-HRTimeline
Aegis Wealth Management LLC2,925$285K0.17%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co2,918$284K<0.01%+72113F-HRTimelineGroup
WILLNER & HELLER, LLC2,905$283K0.26%-43313F-HRTimeline
Geneos Wealth Management Inc.2,611$282K<0.01%+1,97213F-HRTimeline
Element Wealth, LLC2,885$281K0.15%-18013F-HRTimeline
MMA ASSET MANAGEMENT LLC2,877$280K0.12%-3013F-HRTimeline
Bensler, LLC2,862$279K0.03%013F-HRTimeline
KPP Advisory Services LLC2,831$276K0.05%new13F-HRTimeline
Curated Wealth Partners LLC2,819$275K0.04%-48213F-HRTimeline
Fort Sheridan Advisors LLC2,788$272K0.04%013F-HRTimeline
DAVENPORT & Co LLC2,777$271K<0.01%-16813F-HRTimeline
Venture Visionary Partners LLC2,761$269K0.01%013F-HRTimeline
HRT FINANCIAL LP2,769$269K<0.01%new13F-HRTimeline
Koss-Olinger Consulting, LLC2,756$269K0.02%new13F-HRTimeline
Global Trust Asset Management, LLC2,751$268K0.16%-22013F-HRTimeline
Mullaney, Keating & Wright, Inc.2,734$267K0.18%-813F-HRTimeline
Dynamic Financial Group2,724$266K0.27%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC2,721$265K0.05%013F-HRTimeline
Capital Investment Advisors, LLC2,721$265K0.01%-37513F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,702$263K0.02%013F-HRTimeline
WARNER FINANCIAL, INC2,696$263K0.12%+313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.2,669$260K0.03%-15513F-HRTimeline
Moors & Cabot, Inc.2,665$260K0.01%-34213F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC2,661$259K0.05%+67513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC2,780$255K0.02%-5213F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,605$254K0.01%+27513F-HRTimeline
Life Planning Partners, Inc2,596$253K0.23%013F-HRTimeline
Confluence Wealth Services, Inc.2,816$252K0.02%+113F-HRTimeline
Mechanics Financial Corp2,576$251K0.11%013F-HRTimeline
Prostatis Group LLC2,570$251K0.08%+69813F-HRTimeline
Pinnacle Financial Group, LLC / IL2,568$250K0.09%new13F-HRTimeline
Atlantic Edge Private Wealth Management…2,566$250K0.08%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,526$246K0.03%013F-HRTimeline
American Financial Advisors, LLC2,504$244K0.04%+12713F-HRTimeline
TOWNSQUARE CAPITAL LLC2,501$244K<0.01%+9713F-HRTimeline
Greenspring Advisors, LLC2,469$241K0.06%-1,98113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,458$240K<0.01%013F-HRTimeline
Hardin Capital Partners, LLC2,453$239K0.15%+9213F-HRTimeline
BOSTON FAMILY OFFICE LLC2,453$239K0.02%-33713F-HRTimeline
MidAtlantic Capital Management, Inc.2,433$237K0.19%+113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,420$236K0.01%-7113F-HRTimelineGroup
BLKBRD Asset Management, LP2,402$234K0.28%new13F-HRTimeline
Gen-Wealth Partners Inc2,394$233K0.1%+23813F-HRTimeline
VICTORY FINANCIAL GROUP, LLC2,394$233K0.04%+16113F-HRTimeline
Financial Perspectives, Inc2,359$230K0.08%-29813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC2,332$227K0.01%-1,33013F-HRTimeline
HB Wealth Management, LLC2,329$227K<0.01%013F-HRTimeline
Cannon Financial Strategists, Inc.2,309$225K0.04%013F-HRTimeline
Sandy Spring Bank2,305$225K0.01%+513F-HRTimeline
Morton Brown Family Wealth, LLC2,304$225K0.08%013F-HRTimeline
MARCO INVESTMENT MANAGEMENT LLC2,292$223K0.02%013F-HRTimeline
Team Hewins, LLC2,280$222K0.09%013F-HR/ATimeline
HERITAGE INVESTORS MANAGEMENT CORP2,250$219K0.01%013F-HRTimeline
FOSTER & MOTLEY INC2,240$218K0.01%013F-HRTimeline
CogentBlue Wealth Advisors, LLC2,230$217K0.19%-1213F-HRTimeline
Cosner Financial Group, LLC2,223$217K0.13%-2013F-HRTimeline
Keener Financial Planning LLC2,225$216K0.14%013F-HRTimeline
Integrated Investment Consultants, LLC2,206$215K0.04%+16813F-HR/ATimeline
Fortune Financial Advisors, LLC2,202$215K0.19%new13F-HRTimeline
Peak Asset Management, LLC2,200$214K0.04%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,183$213K<0.01%013F-HRTimeline
Axis Wealth Partners, LLC2,180$212K0.16%new13F-HRTimeline
Foundation Wealth Management, LLC\PA2,164$211K0.1%013F-HRTimeline
EVOKE WEALTH, LLC2,163$211K0.01%013F-HRTimeline
OLD MISSION CAPITAL LLC2,155$210K<0.01%new13F-HRTimeline
Weil Company, Inc.2,154$210K0.06%-17913F-HRTimeline
Perigon Wealth Management, LLC2,134$208K0.01%-113F-HRTimeline
Guidance Point Advisors, LLC2,132$208K0.06%+713F-HRTimeline
CGC Financial Services, LLC2,126$207K0.08%-14713F-HRTimeline
Allegheny Financial Group2,122$207K0.05%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,116$206K<0.01%new13F-HRTimeline