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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
MORGAN STANLEYin group MORGAN STANLEY3,542,441$385M0.03%+56,38913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,501,418$380M0.04%+137,75113F-HRTimelineGroup
FMR LLCin group FMR LLC2,601,278$283M0.02%-221,16913F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,498,918$163M1.2%+3,18813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,385,040$150M0.04%+86,22213F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp1,216,170$132M0.45%-300,22513F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,182,844$128M0.03%+4,29213F-HRTimelineGroup
Prime Capital Investment Advisors, LLC889,325$96.6M1.4%-21,76513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC800,828$87M0.02%-1,31813F-HRTimelineGroup
Modera Wealth Management, LLC752,320$81.7M0.99%-11,18013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC746,087$81M0.12%+98,71413F-HRTimeline
LPL Financial LLC731,544$79.5M0.03%-40,57213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…668,998$72.7M0.05%-5,69713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding630,366$68.5M-84,429Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA486,652$52.9M0.01%+32,24713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC452,387$49.1M0.02%13F-HR/ATimelineGroup
One Capital Management, LLC416,416$45.2M1.5%-20,89613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO403,877$43.9M<0.01%+32,58113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…400,297$43.5M0.06%+389,52013F-HRTimelineGroup
HighTower Advisors, LLC381,256$41.4M0.06%+24,47513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP353,427$38.4M0.04%-6,99313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…349,120$37.9M0.03%+30,38113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/334,065$36.3M0.02%+15,42013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.320,061$34.8M0.07%-2,36213F-HRTimelineGroup
GW HENSSLER & ASSOCIATES LTD309,922$33.4M1.91%-4,17213F-HRTimeline
BAILARD, INC.305,852$33.2M0.85%+5,31013F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC299,453$32.5M1.2%-8,07913F-HRTimeline
Palisades Hudson Asset Management, L.P.291,124$31.6M13.32%-1,30613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP266,925$29M0.03%+9,24513F-HRTimelineGroup
SPC Financial, Inc.239,977$26.1M2.27%+4,84313F-HRTimeline
Mariner, LLCin group Mariner, LLC221,981$24.1M0.04%-12,87313F-HRTimelineGroup
Heartwood Wealth Advisors LLC211,184$22.9M2.58%+2,18813F-HRTimeline
GHP Investment Advisors, Inc.207,320$22.5M1.05%-94313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…204,630$22.2M0.19%-4,31013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.203,926$22.1M0.05%+58,53813F-HR/ATimelineGroup
Cerity Partners LLCin group Cerity Partners LLC202,660$22M0.05%+5,80013F-HRTimelineGroup
NorthCoast Asset Management LLC198,640$21.6M0.11%+1,76313F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP191,974$20.9M0.03%-5,62813F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC185,442$20.1M0.16%-23,53713F-HRTimelineGroup
MAI Capital Management180,142$19.6M0.15%+15,75813F-HRTimeline
Probity Advisors, Inc.174,823$19M3.65%-26,98613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding173,562$18.9M+47,848Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC172,512$18.7M<0.01%-61,93513F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…163,127$17.7M0.05%+3,45213F-HRTimelineGroup
Creative Planningin group Creative Planning162,265$17.6M0.02%+24,37913F-HRTimelineGroup
Waverly Advisors, LLC160,220$17.4M0.27%-4,24713F-HRTimeline
Ellis Investment Partners, LLC156,162$17M3.34%+5,75413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC141,787$15.4M1.21%-46,86313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC137,695$15M0.21%-12,29513F-HRTimeline
Financial Engines Advisors L.L.C.133,382$14.5M0.03%+50,88213F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding133,036$14.4M+14,713Timeline
Lido Advisors, LLCin group Lido Advisors, LLC129,357$14M0.09%-47,21913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…128,915$14M0.05%-98613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV126,145$13.7M0.03%-61213F-HRTimeline
COMERICA BANK113,179$12.3M0.05%-60413F-HR/ATimeline
Financial Advisors Network, Inc.109,594$11.9M1.98%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS105,707$11.5M0.03%+9,14613F-HRTimeline
Clear Creek Financial Management, LLC103,875$11.3M1.22%+96,42513F-HRTimeline
Wealth Architects, LLC100,819$10.9M1.24%-1,13313F-HRTimeline
CIBC WORLD MARKET INC.100,482$10.9M0.03%-3,20813F-HRTimeline
Covenant Partners, LLC98,842$10.7M3.31%-5,24813F-HRTimeline
Cetera Investment Advisers94,029$10.2M0.02%+3,03413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.93,556$10.2M0.06%+3,83413F-HRTimeline
Lansing Street Advisors93,359$10.1M3.53%+11,70113F-HRTimeline
Cambridge Investment Research Advisors,…90,492$9.83M0.03%-71,28313F-HRTimeline
RTD Financial Advisors, Inc.89,917$9.77M1.25%+1,98813F-HRTimeline
Asset Management Group, Inc.89,377$9.71M1.73%-63613F-HRTimeline
JFS WEALTH ADVISORS, LLC89,125$9.68M0.66%-3,73713F-HRTimeline
Prospera Financial Services Inc87,585$9.51M0.22%+85413F-HRTimeline
Asset Dedication, LLC86,208$9.36M0.74%-8,20113F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC85,836$9.32M1.49%+25,55813F-HRTimeline
BOKF, NAin group BOKF, NA88,013$9.31M0.16%+52613F-HRTimelineGroup
One Day In July LLC84,576$9.19M0.96%-3,44113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA82,890$9M0.05%-2,31113F-HRTimelineGroup
Sterling Financial Planning, Inc.80,970$8.79M3.24%-99213F-HRTimeline
HOME FEDERAL BANK OF TENNESSEE80,335$8.73M2.58%-1,56913F-HRTimeline
TrinityPoint Wealth, LLC79,920$8.68M1.22%+10,23513F-HRTimeline
SAX WEALTH ADVISORS, LLC79,725$8.66M0.68%-90313F-HRTimeline
Councilor Wealth, LLC79,492$8.63M4.11%-45013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\77,969$8.47M0.01%-14,12513F-HRTimelineGroup
Evanson Asset Management, LLC77,855$8.46M0.58%+7413F-HRTimeline
Capital Advisors, Ltd. LLC75,816$8.23M1.04%-69213F-HRTimeline
Pinnacle Financial Partners Inc75,288$8.17M0.17%+2,66813F-HRTimeline
ROVIN CAPITAL /UT/ /ADV74,876$8.13M2.93%+48,24813F-HRTimeline
Steward Partners Investment Advisory, L…74,411$8.08M0.07%-1,13213F-HRTimeline
Family Firm, Inc.173,152$8.05M1.79%-62613F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding73,839$8.02M-3,243Timeline
Wilmington Savings Fund Society, FSB71,930$7.81M0.14%-1,79713F-HRTimeline
Cordatus Wealth Management LLC71,776$7.8M2.06%+79713F-HRTimeline
Wealth Quarterback LLC71,746$7.79M3.66%+1,34813F-HRTimeline
Chicago Partners Investment Group LLC71,075$7.67M0.26%-35513F-HRTimeline
Atria Wealth Solutions, Inc.69,229$7.52M0.08%+3,62413F-HRTimeline
Oxler Private Wealth LLC68,608$7.45M2.45%+52513F-HRTimeline
BURNS J W & CO INC/NY67,158$7.29M0.93%-1,78313F-HRTimeline
Allworth Financial LP65,444$7.28M0.04%+39,51413F-HRTimeline
Sepio Capital, LP66,682$7.24M0.58%+3,64813F-HRTimeline
Polianta Ltd65,800$7.15M3.41%new13F-HRTimeline
Ifrah Financial Services, Inc.65,473$7.11M1.96%-29013F-HRTimeline
NorthCrest Asset Manangement, LLC65,366$7.1M0.21%-13213F-HR/ATimeline
Compound Planning, Inc.60,388$6.56M0.33%+9,66413F-HRTimeline
Blue Edge Capital, LLC59,481$6.46M1.02%+9,90213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP59,202$6.43M0.01%-8,96413F-HRTimelineGroup
Cassaday & Co Wealth Management LLC58,147$6.32M0.17%+81313F-HRTimeline
Ironwood Financial, llc57,318$6.23M1.31%-3,31413F-HRTimeline
SIMS INVESTMENT MANAGEMENT, LLC57,027$6.19M3.5%13F-HRTimeline
First County Bank /CT/55,379$6.01M3.36%+3,96313F-HRTimeline
COURIER CAPITAL LLC53,667$5.83M0.4%+5,25713F-HRTimeline
Janney Montgomery Scott LLC53,638$5.83M0.02%+6,17913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources53,488$5.81M<0.01%+1,32613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…53,358$5.8M0.01%+3,30513F-HR/ATimeline
Occidental Asset Management, LLC52,827$5.74M0.9%-78013F-HRTimeline
Integrated Wealth Concepts LLC52,823$5.74M0.07%+1,95213F-HRTimeline
Northeast Financial Consultants Inc52,817$5.74M0.24%-92813F-HRTimeline
GREAT LAKES ADVISORS, LLC52,757$5.73M0.05%-3,93713F-HRTimeline
Rodgers & Associates, LTD52,480$5.7M0.68%+6713F-HRTimeline
Stokes Family Office, LLC52,088$5.66M0.6%+23513F-HRTimeline
Cambridge Financial Group, LLC51,479$5.59M2.39%-3213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…51,264$5.57M0.15%+63313F-HRTimelineGroup
Mutual Advisors, LLC50,625$5.57M0.16%+16,76013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP51,168$5.56M0.08%+1,65913F-HRTimeline
Causey Wealth LLC51,051$5.54M3.23%13F-HRTimeline
MML INVESTORS SERVICES, LLC49,769$5.41M0.02%+84013F-HRTimeline
Sigma Planning Corp49,688$5.4M0.17%-70613F-HRTimeline
Cresset Asset Management, LLC49,621$5.39M0.03%-8,19713F-HRTimeline
Sowell Financial Services LLC49,595$5.39M0.28%+5,47813F-HRTimeline
Code Waechter LLC49,225$5.35M4.67%+713F-HRTimeline
Salomon & Ludwin, LLC48,379$5.25M0.56%-2,15713F-HRTimeline
Accretive Wealth Partners, LLC48,320$5.25M2.23%-9713F-HRTimeline
Quent Capital, LLC47,500$5.16M0.53%+68413F-HRTimeline
Azimuth Capital Investment Management L…46,586$5.06M0.2%-2,00013F-HRTimeline
EP Wealth Advisors, LLC45,948$4.99M0.04%+9,27213F-HRTimeline
Crescent Grove Advisors, LLC45,919$4.99M0.49%+14713F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC45,907$4.99M0.02%+1,22513F-HRTimelineGroup
PITTENGER & ANDERSON INC45,700$4.96M0.18%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…45,417$4.93M0.2%+27313F-HRTimelineGroup
Advisory Services Network, LLC44,663$4.85M0.09%-50113F-HRTimeline
GREENLEAF TRUST44,474$4.83M0.04%-25913F-HRTimeline
Lutz Financial Services LLC44,036$4.78M0.39%-10613F-HRTimeline
SONATA CAPITAL GROUP INC43,971$4.78M1.98%+28813F-HRTimeline
DT Investment Partners, LLC43,940$4.77M0.4%013F-HRTimeline
Evensky & Katz LLC43,782$4.75M0.31%-1,31713F-HRTimeline
Empirical Financial Services, LLC d.b.a…43,403$4.71M0.13%013F-HRTimeline
Parallel Advisors, LLC43,257$4.7M0.11%-1,10813F-HRTimeline
Clayton Financial Group LLC42,229$4.59M1.65%+1,27313F-HRTimeline
Private Advisor Group, LLC41,782$4.54M0.03%+12,53413F-HRTimeline
LTG Capital LLC41,160$4.47M3.75%+8813F-HRTimeline
Graves Light Lenhart Wealth, Inc.40,649$4.41M0.55%+66813F-HRTimeline
Birch Hill Investment Advisors LLC40,357$4.38M0.2%+2,68813F-HRTimeline
Patriot Financial Group Insurance Agenc…40,303$4.38M0.59%+1,65313F-HRTimeline
Ashton Thomas Private Wealth, LLC40,071$4.35M0.17%+13,94813F-HRTimeline
Avidian Wealth Enterprises, LLC40,021$4.35M0.2%-1,34013F-HRTimeline
Centerpoint Advisors, LLC39,823$4.33M1.51%-1,42213F-HRTimeline
First Citizens Financial Corp39,702$4.31M2.34%-33713F-HRTimeline
BKM Wealth Management, LLC39,344$4.27M1.75%-46713F-HRTimeline
1834 INVESTMENT ADVISORS CO38,548$4.19M0.53%-6,31913F-HRTimeline
Eley Financial Management, Inc37,328$4.05M1.58%+1,66813F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC37,295$4.05M4.03%13F-HRTimeline
Sequent Planning LLC36,777$3.99M1.47%-3,88513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers36,391$3.95M0.01%+6,31813F-HRTimelineGroup
FIRST MERCHANTS CORP35,746$3.88M0.15%-1,57213F-HRTimeline
St. Louis Trust Co35,636$3.87M0.55%+413F-HRTimeline
Texas Yale Capital Corp.35,300$3.83M0.15%-1,70013F-HRTimeline
Access Investment Management LLC34,665$3.76M1.09%+23013F-HRTimeline
Salus Financial Advisors, LLC33,050$3.59M2.81%13F-HRTimeline
Broadview Financial Management, LLC32,176$3.49M2.5%-1,59413F-HRTimeline
SOA Wealth Advisors, LLC.31,182$3.39M0.62%-43813F-HR/ATimeline
InvesTrust31,268$3.38M0.94%13F-HRTimeline
UMB Bank, n.a.30,874$3.35M0.05%-99313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…30,641$3.33M0.01%-15,39213F-HRTimelineGroup
Liberty Capital Management, Inc.30,426$3.3M0.73%-10113F-HRTimeline
NDWM LLC30,357$3.3M2.76%-18913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP29,416$3.19M<0.01%+98413F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC29,114$3.16M<0.01%+22,42313F-HRTimelineGroup
Astra Wealth Partners LLC29,062$3.16M2.98%13F-HRTimeline
Soltis Investment Advisors LLC28,937$3.14M0.29%+3,87913F-HRTimeline
Kraft, Davis & Associates, LLC29,150$3.14M0.9%+1,84013F-HRTimeline
Abacus Planning Group, Inc.28,236$3.07M0.54%-1,32113F-HRTimeline
McKinley Carter Wealth Services, Inc.27,847$3.02M0.19%-2,21913F-HRTimeline
Tortoise Investment Management, LLC27,606$3M0.32%-12713F-HR/ATimeline
PINNACLE ASSOCIATES LTD27,450$2.98M0.04%-71813F-HRTimeline
Mainsail Financial Group, LLC27,448$2.98M1.73%+1,32513F-HRTimeline
CARDIFF PARK ADVISORS, LLC27,437$2.98M0.28%-40813F-HRTimeline
Strive Asset Management, LLC26,876$2.92M2.19%13F-HRTimeline
Ballentine Partners, LLC26,801$2.91M0.05%+4313F-HRTimeline
One Wealth Advisors, LLC26,692$2.9M0.43%-21713F-HRTimeline
FINANCIAL COUNSELORS INC26,106$2.84M0.04%-13213F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC26,085$2.83M1.98%-3,27513F-HR/ATimeline
BECKER CAPITAL MANAGEMENT INC25,611$2.78M0.09%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp25,484$2.77M0.08%+29313F-HRTimelineGroup
Neumann Capital Management, LLC25,470$2.77M0.92%+42013F-HRTimeline
Farther Finance Advisors, LLC24,979$2.71M0.1%-18213F-HRTimeline
OARSMAN CAPITAL, INC.24,755$2.69M0.47%-1,13313F-HRTimeline
MSH Capital Advisors LLC24,746$2.69M0.85%+2,99513F-HRTimeline
Quadcap Wealth Management, LLC24,689$2.68M0.39%-56613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp23,984$2.6M<0.01%+2,36413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,973$2.6M0.02%+1,51913F-HRTimelineGroup
M1 Capital Management LLC23,895$2.6M1.4%13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC23,680$2.57M1.14%-20313F-HRTimeline
Sound Income Strategies, LLC23,011$2.5M0.15%-5,31713F-HRTimeline
Glass Jacobson Investment Advisors llc22,970$2.49M0.82%-75613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.