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Disclosery

IJS ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 55 13F filers report a position in IJS shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Heartwood Wealth Advisors LLC246,003$31.5M2.49%-43413F-HRTimeline
Farther Finance Advisors, LLC101,480$13M0.09%-1,31513F-HRTimeline
RTD Financial Advisors, Inc.74,269$9.51M1.04%-2,71313F-HRTimeline
Councilor Wealth, LLC64,852$8.31M3.42%-2,32213F-HRTimeline
Independence Financial Advisors, LLC58,951$7.55M1.9%+4,72313F-HRTimeline
Gerald Baker Financial Group LLC49,991$6.4M1.81%+45713F-HRTimeline
SAPIENT CAPITAL LLC49,646$6.36M0.09%+1,82813F-HRTimeline
First Heartland Consultants, Inc.47,748$6.12M0.41%-16,07813F-HRTimeline
Graves Light Lenhart Wealth, Inc.41,438$5.31M0.5%-17813F-HRTimeline
First Citizens Financial Corp39,701$5.09M2.14%-19913F-HRTimeline
Cambridge Financial Group, LLC31,516$4.31M1.36%013F-HRTimeline
Apella Capital, LLC28,839$3.72M0.05%+8,68013F-HRTimeline
Baring Financial LLC27,993$3.59M1.93%+39513F-HRTimeline
Avidian Wealth Enterprises, LLC24,090$3.09M0.09%-68213F-HRTimeline
Lee, Kelleher & Klein Wealth Management14,743$1.89M0.97%+40913F-HRTimeline
SigFig Wealth Management, LLC13,186$1.69M0.04%+4213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC12,174$1.56M0.44%+4913F-HRTimeline
Versant Capital Management, Inc10,686$1.37M0.12%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST9,800$1.26M0.11%013F-HRTimeline
Bangor Savings Bank9,799$1.26M0.1%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP9,690$1.24M0.09%-15513F-HRTimelineGroup
Wedmont Private Capital7,530$976K0.02%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC6,933$888K0.16%+2913F-HRTimeline
Sprinkle Financial Consultants LLC6,498$832K0.33%+2813F-HRTimeline
Tactive Advisors, LLC5,272$675K0.16%-7013F-HRTimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…4,882$625K0.09%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC4,762$610K0.16%-1913F-HRTimeline
Breakwater Capital Group4,704$603K0.07%-1213F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION4,336$555K0.04%013F-HRTimeline
Venture Visionary Partners LLC3,707$475K0.01%+1,25813F-HRTimeline
TrueWealth Advisors, LLC3,294$422K0.09%+23413F-HRTimeline
Montecito Bank & Trust3,225$413K0.06%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.2,971$381K0.02%+8613F-HRTimelineGroup
Hardin Capital Partners, LLC2,673$342K0.17%+8013F-HRTimeline
Green Ridge Wealth Planning LLC2,554$327K0.13%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,442$313K0.08%-5913F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,223$285K<0.01%+1813F-HRTimeline
Sound Income Strategies, LLC2,093$271K0.01%+1213F-HRTimeline
CAMELOT TECHNOLOGY ADVISORS, INC.2,006$257K0.17%+413F-HRTimeline
Vann Equity Management LLC1,660$213K0.13%+3313F-HRTimeline
Valeo Financial Advisors, LLC1,646$211K<0.01%-74113F-HRTimeline
Whalen Wealth Management Inc.1,629$209K0.09%new13F-HRTimeline
GAMMA Investing LLC1,418$182K0.01%013F-HRTimeline
ATWOOD & PALMER INC1,271$163K0.01%013F-HRTimeline
EASTERN BANK922$118K<0.01%+77213F-HRTimeline
Coastline Trust Co883$113K0.01%-51913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC591$75.7K<0.01%-4,38813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC550$70.5K<0.01%013F-HRTimeline
Grove Bank & Trust450$57.6K0.01%013F-HRTimeline
Bullock Wealth Management Group226$29.2K0.01%+113F-HRTimeline
Noble Wealth Management PBC180$23.1K0.01%013F-HRTimeline
Pacifica Partners Inc.118$15.2K<0.01%013F-HRTimeline
CX Institutional118$15K<0.01%-8413F-HRTimeline
Bank of New Hampshire52$6.66K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB17$2.18K<0.01%013F-HRTimeline