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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
Heritage Financial Services, LLC2,126$231K0.03%013F-HRTimeline
Guidance Point Advisors, LLC2,125$231K0.06%+1013F-HRTimeline
Bleakley Financial Group, LLC2,112$229K0.01%+5713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,100$228K0.01%013F-HRTimelineGroup
PETRA FINANCIAL ADVISORS INC2,087$227K0.15%013F-HRTimeline
Aprio Wealth Management, LLC2,075$225K0.03%new13F-HRTimeline
Advisors Capital Management, LLC2,072$225K<0.01%-42513F-HRTimeline
Sharper & Granite LLC2,070$225K0.1%-20013F-HRTimeline
Keel Point, LLC2,066$224K0.02%new13F-HRTimeline
IFG Advisory, LLC2,053$223K0.01%new13F-HRTimeline
Painted Porch Advisors LLC2,050$223K0.11%+2213F-HRTimeline
Integrated Investment Consultants, LLC2,038$221K0.05%+3713F-HR/ATimeline
Vawter Financial, Ltd.2,020$219K0.13%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…2,013$219K0.04%+913F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC2,010$218K0.02%+2013F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC2,000$217K0.08%013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC1,986$216K0.04%-42,77613F-HRTimeline
Columbus Macro, LLC1,985$216K0.03%+1513F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.1,980$215K0.2%+513F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,977$215K0.03%-1313F-HRTimeline
SAXON INTERESTS, INC.1,968$214K0.09%-4613F-HRTimeline
BENNINGFIELD FINANCIAL ADVISORS, LLC1,965$213K0.21%13F-HRTimeline
Coastline Trust Co1,962$213K0.02%-513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WATERSHED PRIVATE WEALTH LLC1,955$212K0.08%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,929$210K0.02%013F-HRTimeline
Westside Investment Management, Inc.1,927$209K0.04%+10313F-HRTimeline
Trust Co of the South1,920$209K0.04%013F-HRTimeline
West Coast Financial LLC1,917$208K0.02%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.1,906$207K0.13%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC1,905$207K0.05%013F-HRTimeline
Prostatis Group LLC1,872$203K0.06%new13F-HRTimeline
ARCADIA INVESTMENT ADVISORS LLC1,863$202K0.11%013F-HRTimeline
Plante Moran Financial Advisors, LLC1,856$202K0.02%+31913F-HRTimeline
MONECO ADVISORS, LLC1,853$201K0.02%new13F-HR/ATimeline
Jackson, Grant Investment Advisers, Inc.1,852$201K0.08%+913F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,795$201K0.03%new13F-HRTimeline
Joseph P. Lucia & Associates, LLC1,844$200K0.09%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,838$200K0.01%-1613F-HRTimelineGroup
AllSquare Wealth Management LLC1,782$194K0.11%013F-HRTimeline
Horizon Investments, LLC1,772$192K0.01%new13F-HRTimeline
ORG Partners LLC1,738$189K0.03%-2113F-HRTimeline
Garde Capital, Inc.1,715$186K0.01%-9713F-HRTimeline
Financial Life Planners1,685$183K0.15%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,675$182K<0.01%+1,65413F-HRTimelineGroup
HHM Wealth Advisors, LLC1,660$180K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,626$177K<0.01%+22013F-HRTimelineGroup
VSM Wealth Advisory, LLC1,527$166K0.06%13F-HRTimeline
Winthrop Capital Management, LLC1,524$165K0.04%new13F-HRTimeline
Synergy Investment Management, LLC1,436$156K0.07%13F-HRTimeline
OAKWORTH CAPITAL, INC.1,422$154K0.01%+47713F-HRTimeline
Rise Advisors, LLC1,352$147K0.07%-22313F-HRTimeline
Archer Investment Corp1,331$145K0.04%+113F-HRTimeline
Investment Research & Advisory Group, I…1,294$141K0.06%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,288$140K0.01%-2913F-HRTimeline
Evergreen Private Wealth LLC1,286$140K0.07%+913F-HRTimeline
WINTRUST INVESTMENTS LLC1,287$139K0.12%-1,55913F-HRTimeline
Dogwood Wealth Management LLC1,280$139K0.07%-5013F-HRTimeline
ATWOOD & PALMER INC1,271$138K0.01%013F-HRTimeline
LRI Investments, LLC1,260$137K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,250$136K0.01%013F-HRTimeline
Copia Wealth Management1,224$133K0.13%13F-HRTimeline
WEBSTER BANK, N. A.1,203$131K0.01%013F-HRTimeline
HM PAYSON & CO1,198$130K<0.01%013F-HRTimeline
Laurel Wealth Advisors LLC1,185$129K0.02%013F-HRTimeline
Blue Trust, Inc.1,176$128K<0.01%+10013F-HR/ATimeline
Longview Financial Advisors LLC1,173$127K0.09%13F-HRTimeline
DUNCKER STREETT & CO INC1,096$119K0.02%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,090$118K0.02%013F-HRTimelineGroup
Continuum Advisory, LLC1,088$118K0.02%013F-HRTimeline
Cordant, Inc.984$107K0.06%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.975$106K<0.01%+61013F-HRTimelineGroup
Hemington Wealth Management964$104K0.03%+313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\955$104K<0.01%013F-HR/ATimelineGroup
Mill Capital Management, LLC950$103K0.01%-20013F-HRTimeline
Coppell Advisory Solutions LLC932$101K0.01%-9913F-HRTimeline
HARBOUR INVESTMENTS, INC.926$101K<0.01%-44913F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV922$100K0.04%013F-HRTimeline
Grove Bank & Trust900$97.7K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC875$95K0.02%013F-HRTimeline
Princeton Global Asset Management LLC864$93.8K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC862$93.6K<0.01%+6813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC862$93.6K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tidemark, LLC820$89.1K0.03%013F-HRTimeline
Orion Capital Management LLC804$87.3K0.04%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department791$85.9K0.03%13F-HRTimelineGroup
PRIVATE TRUST CO NA782$84.9K0.01%-1,78813F-HRTimeline
Sunbelt Securities, Inc.760$82.3K0.01%-8913F-HRTimeline
IAG Wealth Partners, LLC729$79.2K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.694$75.4K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC691$75K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.667$72.5K0.03%013F-HRTimeline
Smithfield Trust Co668$72K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners661$71.8K0.01%-313F-HRTimelineGroup
COUNTRY TRUST BANK659$71.6K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC644$69.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.639$69.4K<0.01%-30813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.618$68.3K<0.01%-70113F-HRTimelineGroup
Bellwether Advisors, LLC615$66.8K0.01%new13F-HRTimeline
Kings Path Partners LLC608$66K0.03%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.604$65.6K0.06%13F-HRTimeline
Mainstream Capital Management LLC600$65.2K0.05%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.568$61.7K0.04%+18513F-HRTimeline
MONTAG A & ASSOCIATES INC567$61.6K<0.01%013F-HRTimeline
CENTRAL TRUST Co559$60.7K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC550$59.7K<0.01%013F-HRTimeline
Powell Investment Advisors, LLC533$57.9K0.03%013F-HRTimeline
Topsail Wealth Management, LLC532$57.8K0.01%13F-HRTimeline
JTC Employer Solutions Trustee Ltd526$57K<0.01%013F-HRTimeline
HighMark Wealth Management LLC514$55.8K0.03%-5,29013F-HRTimeline
GAMMA Investing LLC501$54.4K<0.01%013F-HRTimeline
Granite Investment Partners, LLC481$52.2K<0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC465$50.5K0.02%013F-HRTimeline
Creekmur Asset Management LLC465$50.5K0.01%013F-HRTimeline
Kentucky Trust Co460$50K0.03%13F-HRTimeline
Front Row Advisors LLC450$48.9K0.02%013F-HRTimeline
SIMA Wealth Partners, LLC440$47.8K0.04%-10013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …436$47.6K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC430$46.7K<0.01%013F-HR/ATimelineGroup
Smartleaf Asset Management LLC431$46.7K<0.01%+21613F-HRTimeline
Robinswood Financial LLC423$46K0.02%+213F-HRTimeline
TruNorth Capital Management, LLC413$44.9K0.01%+113F-HRTimeline
Venturi Wealth Management, LLC409$44.4K<0.01%-1,31013F-HRTimeline
Fairman Group, LLC404$43.9K0.04%013F-HRTimeline
Register Financial Advisors LLC402$43.7K0.02%new13F-HRTimeline
Global Financial Private Client, LLC402$43.7K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.400$43.4K<0.01%013F-HRTimeline
Pacific Center for Financial Services400$43.4K0.01%013F-HRTimeline
Lindbrook Capital, LLC394$42.8K<0.01%013F-HRTimeline
First PREMIER Bank370$40K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/361$39.2K<0.01%013F-HRTimelineGroup
ATTICUS WEALTH MANAGEMENT, LLC355$38.6K0.01%+213F-HRTimeline
SJS Investment Consulting Inc.332$36.1K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC331$36K0.01%013F-HRTimeline
Transcendent Capital Group LLC323$35.1K0.02%-1213F-HRTimeline
Independence Bank of Kentucky318$34.5K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.317$34.4K0.01%013F-HRTimeline
Fortis Group Advisors, LLC317$34.4K0.01%013F-HRTimeline
Caldwell Trust Co305$33.1K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC304$33K0.01%013F-HRTimeline
Millstone Evans Group, LLC302$32.8K0.02%13F-HRTimeline
Vermillion & White Wealth Management Gr…300$32.6K0.02%013F-HRTimeline
Missouri Trust & Investment Co300$32.6K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC300$32.6K0.02%13F-HRTimeline
GPS Wealth Strategies Group, LLC296$32.2K<0.01%+1113F-HRTimeline
Stephens Consulting, LLC295$32K0.01%+213F-HRTimeline
Capital Investment Counsel, Inc268$29.1K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC265$28.8K0.01%new13F-HRTimeline
Ulland Investment Advisors, LLC250$27K0.02%013F-HRTimeline
Palouse Capital Management, Inc.244$26.5K0.02%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC238$25.8K<0.01%-4813F-HRTimeline
MGB Wealth Management, LLC237$25.8K0.01%013F-HRTimeline
Financial Connections Group, Inc.237$25K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/230$25K0.01%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC229$24.9K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC225$24.4K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.224$24.2K0.02%013F-HRTimeline
Bullock Wealth Management Group220$23.9K0.01%-9713F-HRTimeline
Atala Financial Inc202$21.9K0.02%13F-HRTimeline
FIRST UNITED BANK & TRUST200$21.7K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…199$21.6K<0.01%+613F-HRTimelineGroup
Principia Wealth Advisory, LLC193$21K0.02%13F-HRTimeline
FSA Wealth Management LLC181$19.7K0.01%013F-HRTimeline
Noble Wealth Management PBC180$19.6K0.01%13F-HRTimeline
Founders Financial Alliance, LLC175$19K0.01%-3513F-HRTimeline
Red Tortoise LLC171$18.5K0.01%+113F-HRTimeline
Wood Tarver Financial Group, LLC168$18K0.01%13F-HRTimeline
FSC Wealth Advisors, LLC159$17.3K0.01%+14313F-HRTimeline
EASTERN BANK150$16.3K<0.01%013F-HRTimeline
Viewpoint Capital Management LLC150$16.3K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…145$15.7K<0.01%+13213F-HRTimelineGroup
Indiana Trust & Investment Management Co128$13.9K<0.01%-13813F-HRTimeline
Beacon Capital Management, LLC122$13.2K<0.01%+113F-HRTimeline
Mascoma Wealth Management LLC120$13K<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC119$12.9K0.01%new13F-HRTimeline
Pacifica Partners Inc.118$12.8K0.01%013F-HRTimeline
Golden State Wealth Management, LLC115$12.5K<0.01%13F-HRTimeline
CURIO WEALTH, LLC111$12.1K0.01%13F-HRTimeline
Ridgewood Investments LLC110$11.9K0.01%013F-HRTimeline
Transce3nd, LLC110$11.9K<0.01%13F-HRTimeline
BOK Financial Private Wealth, Inc.105$11.4K<0.01%-913F-HRTimeline
Towne Trust Company, N.A100$10.9K<0.01%new13F-HRTimeline
Rice Partnership, LLC100$10.9K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC100$10.9K<0.01%013F-HRTimeline
Bank of New Hampshire94$10.2K<0.01%013F-HRTimeline
Brooklyn Investment Group91$9.79K<0.01%new13F-HRTimeline
MTM Investment Management, LLC90$9.78K<0.01%013F-HRTimeline
WR Wealth Planners, LLC88$9.55K<0.01%-9513F-HRTimeline
Richardson Capital Management LLC86$9.39K0.01%-12713F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.86$9.34K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC81$8.8K<0.01%013F-HRTimeline
Sachetta, LLC78$8.5K<0.01%new13F-HRTimeline
Perkins Coie Trust Co78$8.47K<0.01%new13F-HRTimeline
Crewe Advisors LLC66$7.17K<0.01%013F-HRTimeline
Arax Advisory Partners66$7.14K<0.01%+113F-HRTimeline
BALLAST ADVISORS LLC60$6.52K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC53$5.71K<0.01%+113F-HRTimeline
Bogart Wealth, LLC52$5.65K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC52$5.65K<0.01%13F-HRTimeline
Realta Investment Advisors51$5.6K<0.01%013F-HRTimeline
EPG Wealth Management LLC50$5.43K<0.01%013F-HRTimeline