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Disclosery

IJT ISHARES TR

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S&P SML 600 GWT (fund)

744 managers (754 13F filers) reported a position in IJT shares at 2024-12-31, 28,252,982 shares in all. 56 filers opened a position and 39 filers sold out during the quarter.

Managers
744
13F filers
754
New
56
Added
235
Reduced
220
Sold out
39
Shares held by filers
28,252,982

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
CITY HOLDING CO13,694$1.85M0.26%+1,80013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK13,665$1.85M0.06%-1,47013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC13,664$1.85M0.03%-86313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC13,557$1.84M0.01%+1,56213F-HRTimelineGroup
Ballentine Partners, LLC13,560$1.84M0.03%013F-HRTimeline
White Lighthouse Investment Management …13,512$1.83M0.32%-7713F-HRTimeline
Parallel Advisors, LLC13,426$1.82M0.04%-13013F-HRTimeline
SONATA CAPITAL GROUP INC13,393$1.81M0.75%+15713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…12,728$1.79M<0.01%+3,32413F-HRTimelineGroup
BECKER CAPITAL MANAGEMENT INC12,817$1.74M0.06%+6813F-HRTimeline
Ironwood Financial, llc12,796$1.73M0.36%-63113F-HRTimeline
St. Louis Trust Co12,570$1.7M0.24%+313F-HRTimeline
Alaska Permanent Fund Corp12,440$1.68M0.02%-29,01913F-HRTimeline
BLAIR WILLIAM & CO/IL12,275$1.66M<0.01%+72613F-HRTimeline
NewEdge Advisors, LLC12,247$1.66M0.01%+3,24013F-HRTimeline
Cranbrook Wealth Management, LLC12,149$1.64M0.38%-13213F-HRTimeline
McKinley Carter Wealth Services, Inc.12,095$1.64M0.1%+17013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management12,014$1.63M0.02%-5913F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.11,797$1.6M0.78%+713F-HRTimeline
Parkside Financial Bank & Trust11,760$1.59M0.21%+2,16613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …11,649$1.58M0.13%new13F-HR/ATimeline
&PARTNERS11,406$1.57M0.02%+1,55813F-HRTimeline
Sovereign Investment Advisors, LLC11,541$1.56M0.46%+3013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co11,498$1.56M<0.01%-78313F-HRTimelineGroup
Advisory Services Network, LLC11,452$1.55M0.03%+37913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.11,172$1.53M<0.01%-63113F-HRTimelineGroup
Dominguez Wealth Management Solutions, …11,174$1.51M1.1%+12913F-HRTimeline
Ruggaard & Associates LLC10,880$1.47M0.65%-20013F-HRTimeline
Beaumont Asset Management, L.L.C.10,511$1.42M0.82%-30413F-HRTimeline
Park Place Capital Corp10,419$1.41M0.39%-48413F-HRTimeline
WHITTIER TRUST CO10,399$1.41M0.02%-813F-HRTimeline
CWM, LLCin group CWM, LLC10,259$1.39M0.01%+23013F-HRTimelineGroup
Regal Investment Advisors LLC10,256$1.39M0.1%+21613F-HRTimeline
EP Wealth Advisors, LLC10,241$1.39M0.01%+4813F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,230$1.38M0.04%013F-HRTimeline
Moors & Cabot, Inc.10,191$1.38M0.07%+1,36813F-HRTimeline
Evensky & Katz LLC10,156$1.38M0.09%+1513F-HRTimeline
Ashton Thomas Private Wealth, LLC9,902$1.34M0.05%+1,50513F-HRTimeline
Ritter Daniher Financial Advisory LLC /…9,887$1.34M0.38%-35513F-HRTimeline
Wealthspire Advisors, LLC9,788$1.33M0.01%-78513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9,488$1.28M0.05%-6213F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding9,458$1.28M+353Timeline
WILLNER & HELLER, LLC9,406$1.27M1.12%+4713F-HRTimeline
Paragon Private Wealth Management, LLC9,343$1.26M0.58%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.9,130$1.24M0.65%13F-HRTimeline
IHT Wealth Management, LLC9,076$1.23M0.04%-37013F-HRTimeline
Teamwork Financial Advisors, LLC9,042$1.22M0.16%+2,40113F-HRTimeline
Kingsview Wealth Management, LLC8,941$1.21M0.02%+4213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…8,898$1.2M0.02%-1,56313F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC8,860$1.2M0.35%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,781$1.19M0.09%+80213F-HRTimeline
Peregrine Asset Advisers, Inc.8,666$1.17M0.43%-1513F-HRTimeline
RENASANT BANK8,620$1.17M0.76%-59413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,370$1.13M0.03%-2313F-HRTimelineGroup
Bragg Financial Advisors, Inc8,344$1.13M0.05%-6013F-HRTimeline
Columbia Bank8,274$1.13M0.39%+2,71413F-HRTimeline
Financial Alternatives, Inc8,264$1.12M0.79%013F-HRTimeline
Meridian Wealth Management, LLC8,226$1.11M0.05%+6,14513F-HRTimeline
Roberts Financial Services LLC8,206$1.11M0.21%+46613F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA8,193$1.11M0.28%013F-HRTimeline
JNBA Financial Advisors8,133$1.1M0.11%-33013F-HRTimeline
WESBANCO BANK INC8,101$1.1M0.04%+15113F-HRTimeline
Glass Jacobson Investment Advisors llc8,078$1.09M0.36%+60113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Advisors, LLC7,948$1.08M0.02%-1913F-HRTimeline
STEVENS CAPITAL PARTNERS7,946$1.08M0.49%-29913F-HRTimeline
Allworth Financial LP7,617$1.07M0.01%+4,77813F-HRTimeline
Dana Investment Advisors, Inc.7,766$1.05M0.03%+3,69513F-HRTimeline
FINANCIAL COUNSELORS INC7,642$1.03M0.02%-5913F-HRTimeline
Quadcap Wealth Management, LLC7,620$1.03M0.15%+72913F-HRTimeline
Sequoia Financial Advisors, LLC7,549$1.02M0.01%+5,15113F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,468$1.01M<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC7,467$1.01M0.14%-14413F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA7,465$1.01M0.19%013F-HRTimeline
ACAS, LLC7,093$1.01M0.75%-6413F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,422$1M<0.01%-3313F-HRTimelineGroup
Acropolis Investment Management, LLC7,305$989K0.06%+513F-HRTimeline
Lion Street Advisors, LLC7,200$975K0.31%-1,00013F-HRTimeline
GUERRA PAN ADVISORS, LLC7,163$970K0.7%+1,70513F-HRTimeline
EFG Private Wealth Management (Americas…7,145$967K0.19%+1,86713F-HRTimeline
Capital Square, LLC6,766$953K0.54%+36013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC7,014$949K0.09%-213F-HRTimelineGroup
FINANCIAL MANAGEMENT NETWORK INC6,888$946K0.2%-52913F-HRTimeline
Mutual Advisors, LLC6,814$946K0.03%-10713F-HRTimeline
Amplius Wealth Advisors, LLC6,978$945K0.1%+2,40813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,975$944K0.07%+1,13613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.6,952$941K<0.01%+6,45613F-HRTimelineGroup
Key Financial Inc6,881$931K0.21%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC6,808$922K0.06%-33013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,720$910K0.04%-83713F-HR/ATimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,686$905K0.07%-4713F-HRTimeline
Blackston Financial Advisory Group, LLC6,618$896K0.45%-18313F-HRTimeline
Joel Isaacson & Co., LLC6,601$894K0.04%+513F-HRTimeline
Christensen, King & Associates Investme…6,447$888K0.42%-5013F-HRTimeline
Slow Capital, Inc.6,464$875K0.12%-7813F-HRTimeline
Waverly Advisors, LLC6,446$873K0.01%+3,12113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,381$864K0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,350$860K0.03%013F-HRTimelineGroup
DAVENPORT & Co LLC6,343$859K0.01%+26613F-HRTimeline
Patten Group, Inc.6,185$837K0.19%+73513F-HRTimeline
Finley Financial, LLC5,985$828K0.43%13F-HRTimeline
Strategic Family Wealth Counselors, L.L…6,073$822K0.27%new13F-HRTimeline
Beacon Pointe Advisors, LLC6,067$821K0.01%+113F-HRTimeline
Forbes Financial Planning, Inc.6,066$821K0.4%-14,04513F-HRTimeline
Fortitude Family Office, LLC6,060$820K0.29%new13F-HRTimeline
Private Advisory Group LLC6,021$815K0.09%-20213F-HR/ATimeline
MCF Advisors LLC5,961$807K0.06%-1113F-HRTimeline
Prospect Financial Services LLC5,946$805K0.44%+2,59213F-HRTimeline
Legacy Trust5,915$801K0.19%-66413F-HRTimeline
EWG Elevate Inc.5,863$794K0.24%new13F-HRTimeline
Hurley Capital, LLC5,676$780K0.63%13F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,757$779K+370Timeline
Global Retirement Partners, LLC5,695$771K0.02%-6,69413F-HRTimeline
PKS Advisory Services, LLC5,669$768K0.19%13F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,660$766K0.06%-27513F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,620$761K0.01%-913F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC5,602$758K0.01%+10013F-HRTimeline
NWAM LLC5,556$752K0.05%-19613F-HRTimeline
Main Street Financial Solutions, LLC5,553$752K0.07%-8513F-HRTimeline
Sequent Asset Management, LLC5,517$747K0.37%-10613F-HRTimeline
Signature Wealth Management Partners, L…5,515$747K0.51%-2213F-HRTimeline
CHOREO, LLC5,513$746K0.01%+25313F-HRTimeline
TAGStone Capital, Inc.5,315$720K0.35%+1313F-HRTimeline
Ellis Investment Partners, LLC5,263$713K0.14%-13313F-HRTimeline
Sprinkle Financial Consultants LLC5,190$703K0.48%+72813F-HRTimeline
Montecito Bank & Trust5,168$700K0.12%-6013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,165$699K0.01%+16613F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,163$699K0.03%-2,31813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,115$692K0.01%+3,37613F-HRTimelineGroup
VAUGHAN & Co SECURITIES, INC.5,074$687K0.41%013F-HRTimeline
Everstar Asset Management, LLC5,015$679K0.48%-25013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,000$677K0.01%013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,996$676K0.02%+1,46513F-HRTimelineGroup
PRIVATE TRUST CO NA4,991$676K0.07%+28313F-HRTimeline
Valeo Financial Advisors, LLC4,972$673K0.02%-8613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC4,964$672K0.02%013F-HRTimeline
ASPIRIANT, LLC4,901$663K0.02%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,863$658K0.26%new13F-HRTimeline
Front Row Advisors LLC4,838$655K0.23%013F-HRTimeline
Grove Bank & Trust4,811$651K0.09%013F-HRTimeline
FAS Wealth Partners, Inc.4,760$644K0.05%-1113F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC4,744$642K0.15%-2113F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC4,741$642K<0.01%013F-HRTimelineGroup
Operose Advisors LLC4,728$640K0.22%-7713F-HRTimeline
AWM CAPITAL, LLC4,718$639K0.08%013F-HRTimeline
Shoker Investment Counsel, Inc.4,714$638K0.22%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,675$633K0.07%new13F-HRTimeline
Performance Wealth Partners, LLC4,622$626K0.02%013F-HRTimeline
Carl P. Sherr & Co., LLC4,617$625K0.33%-64413F-HRTimeline
RWA WEALTH PARTNERS, LLC4,613$624K0.01%-413F-HRTimeline
CALTON & ASSOCIATES, INC.4,578$620K0.27%new13F-HRTimeline
FC Advisory LLC4,502$609K0.2%+713F-HRTimeline
Western Wealth Management, LLC4,487$607K0.04%-9213F-HR/ATimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,461$604K0.02%-19813F-HRTimelineGroup
MATHER GROUP, LLC.4,455$603K0.01%+16913F-HRTimeline
IEQ CAPITAL, LLC4,438$601K0.01%+113F-HRTimeline
Rehmann Capital Advisory Group4,418$598K0.04%+9813F-HRTimeline
Quadrant Private Wealth Management, LLC4,401$596K0.15%+1,53713F-HRTimeline
Wellspring Financial Advisors, LLC4,388$594K0.06%+42213F-HRTimeline
Lionshead Wealth Management, LLC4,374$592K0.43%13F-HRTimeline
Simmons Bankin group Simmons Bank4,354$589K0.04%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC4,341$588K0.16%-40313F-HRTimeline
Farther Finance Advisors, LLC4,328$586K0.02%+413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,323$585K0.01%+20113F-HRTimelineGroup
Vickerman Investment Advisors, Inc.4,237$574K0.16%-2213F-HRTimeline
Meridian Financial Advisors, LLC4,225$572K0.4%+16213F-HRTimeline
CW Advisors, LLC4,209$570K0.01%+1,37613F-HRTimeline
Vertex Planning Partners, LLC4,202$569K0.13%013F-HRTimeline
Kendall Capital Management4,180$566K0.17%+22513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,153$566K0.08%013F-HRTimeline
Avidian Wealth Enterprises, LLC4,161$563K0.03%-6613F-HRTimeline
Fragasso Financial Advisors Inc4,070$551K0.04%+613F-HRTimeline
CONNING INC.in group CONNING INC.4,009$543K0.02%-2,08513F-HRTimelineGroup
Consolidated Portfolio Review Corp3,989$540K0.09%new13F-HRTimeline
TBH Global Asset Management, LLC3,964$537K0.13%+213F-HRTimeline
IFG Advisory, LLC3,938$533K0.03%new13F-HRTimeline
Callan Family Office, LLC3,935$533K0.03%-47913F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd3,859$523K0.01%new13F-HRTimelineGroup
One Day In July LLC3,854$522K0.05%-713F-HRTimeline
Investmark Advisory Group LLC3,853$522K0.26%-2513F-HRTimeline
Total Wealth Planning, LLC3,846$521K0.08%-23813F-HRTimeline
Cadence Bank3,831$519K0.04%013F-HRTimeline
HANCOCK WHITNEY CORP3,819$517K0.02%-2513F-HRTimeline
Fulton Bank, N.A.3,769$510K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC3,756$508K0.02%-4713F-HRTimeline
Bestgate Wealth Advisors, LLC3,720$504K1.01%13F-HRTimeline
Prospera Financial Services Inc3,696$501K0.01%-5913F-HRTimeline
Bedel Financial Consulting, Inc.3,446$490K0.07%013F-HRTimeline
DEARBORN PARTNERS LLC4,232$488K0.02%-1013F-HRTimeline
First Western Trust Bank3,577$484K0.02%-66713F-HRTimeline
TruWealth Advisors, LLC3,575$484K0.03%+12713F-HRTimeline
Tyche Wealth Partners LLC3,549$480K0.1%+213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,524$477K0.01%-1,48813F-HRTimeline
Plante Moran Financial Advisors, LLC3,507$475K0.04%-2813F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,500$474K0.02%013F-HRTimelineGroup
BOSTON FINANCIAL MANGEMENT LLC3,496$473K0.01%013F-HRTimeline
Wedmont Private Capital3,519$472K0.02%-60313F-HRTimeline
Atria Investments, Inc3,467$469K0.01%-5513F-HRTimeline
Summit Financial, LLC3,451$467K0.02%013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.3,430$464K<0.01%+2,89013F-HRTimeline
B. Riley Wealth Advisors, Inc.3,423$463K0.02%-1613F-HRTimeline