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Disclosery

IJT ISHARES TR

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S&P SML 600 GWT (fund)

708 managers (718 13F filers) reported a position in IJT shares at 2025-03-31, 27,900,703 shares in all. 35 filers opened a position and 68 filers sold out during the quarter.

Managers
708
13F filers
718
New
35
Added
210
Reduced
262
Sold out
68
Shares held by filers
27,900,703

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
MATAURO, LLC12,342$1.54M0.31%-88,66813F-HRTimeline
PSI Advisors, LLC12,144$1.51M0.49%-2,24013F-HRTimeline
Alaska Permanent Fund Corp12,440$1.5M0.02%013F-HRTimeline
Sovereign Investment Advisors, LLC11,437$1.5M0.52%-10413F-HRTimeline
Cranbrook Wealth Management, LLC11,961$1.49M0.35%-18813F-HRTimeline
McKinley Carter Wealth Services, Inc.11,893$1.48M0.09%-20213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.11,803$1.47M0.79%+613F-HRTimeline
Dominguez Wealth Management Solutions, …11,742$1.46M1.07%+56813F-HRTimeline
Advisory Services Network, LLC11,731$1.46M0.03%+27913F-HRTimeline
STEVENS CAPITAL PARTNERS11,717$1.46M0.69%+3,77113F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co11,549$1.44M<0.01%+5113F-HR/ATimelineGroup
MISSION WEALTH MANAGEMENT, LP11,425$1.42M0.04%+8,71513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management11,273$1.4M0.02%-74113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL11,003$1.37M<0.01%-1,27213F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,964$1.36M0.04%-13,03113F-HRTimeline
Ruggaard & Associates LLC10,880$1.35M0.59%013F-HRTimeline
Regal Investment Advisors LLC10,807$1.35M0.11%+55113F-HRTimeline
Beaumont Asset Management, L.L.C.10,539$1.31M0.79%+2813F-HRTimeline
LGL PARTNERS, LLC10,498$1.31M0.63%-3,77513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding10,447$1.3M-70,271Timeline
Wealthspire Advisors, LLC10,427$1.3M0.01%+63913F-HRTimeline
WHITTIER TRUST CO10,400$1.29M0.02%+113F-HRTimeline
Ashton Thomas Private Wealth, LLC10,383$1.29M0.05%+48113F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,230$1.27M0.04%013F-HRTimeline
Moors & Cabot, Inc.10,203$1.27M0.06%+1213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,142$1.26M0.05%+65413F-HRTimelineGroup
EP Wealth Advisors, LLC10,072$1.25M0.01%-16913F-HRTimeline
Evensky & Katz LLC10,058$1.25M0.08%-9813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…9,862$1.23M0.33%-2513F-HRTimeline
Park Place Capital Corp9,795$1.22M0.33%-62413F-HRTimeline
NewEdge Advisors, LLC9,726$1.21M0.01%-2,52113F-HRTimeline
Amplius Wealth Advisors, LLC9,677$1.2M0.13%+2,69913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,610$1.2M0.01%+4,49513F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,956$1.19M<0.01%-21613F-HRTimelineGroup
Parkside Financial Bank & Trust9,481$1.18M0.15%-2,27913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC9,357$1.16M0.32%+49713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.9,230$1.15M0.6%+10013F-HRTimeline
WILLNER & HELLER, LLC9,147$1.14M1.05%-25913F-HRTimeline
Glass Jacobson Investment Advisors llc8,078$1.09M0.36%013F-HRTimeline
Paragon Private Wealth Management, LLC8,771$1.09M0.51%-57213F-HRTimeline
Waverly Advisors, LLC8,675$1.08M0.01%+2,22913F-HRTimeline
CWM, LLCin group CWM, LLC8,679$1.08M<0.01%-1,58013F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding8,671$1.08M-20,832Timeline
IHT Wealth Management, LLC8,483$1.06M0.03%-59313F-HRTimeline
&PARTNERS8,560$1.05M0.01%-2,84613F-HRTimeline
IEQ CAPITAL, LLC8,462$1.05M0.01%+4,02413F-HRTimeline
Peregrine Asset Advisers, Inc.8,430$1.05M0.39%-23613F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding8,428$1.05M-1,030Timeline
Columbia Bank8,427$1.05M0.36%+15313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,427$1.04M<0.01%-5,30113F-HR/ATimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,309$1.03M0.38%+3,44613F-HRTimeline
Bragg Financial Advisors, Inc8,308$1.03M0.04%-3613F-HRTimeline
Financial Alternatives, Inc8,264$1.03M0.73%013F-HRTimeline
RENASANT BANK8,208$1.02M0.68%-41213F-HRTimeline
WESBANCO BANK INC8,152$1.01M0.04%+5113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC8,127$1.01M0.07%-65413F-HRTimeline
FINANCIAL COUNSELORS INC8,033$1M0.02%+39113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC7,982$994K0.03%+3,01813F-HRTimeline
Clearstead Advisors, LLC7,948$990K0.02%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA7,923$986K0.27%-27013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,906$984K0.03%-46413F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…7,886$982K0.01%-1,01213F-HRTimelineGroup
Meridian Wealth Management, LLC7,677$956K0.05%-54913F-HRTimeline
JNBA Financial Advisors7,663$954K0.1%-47013F-HRTimeline
Quadcap Wealth Management, LLC7,617$948K0.14%-313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC7,565$942K<0.01%+5,33113F-HRTimelineGroup
MATHER GROUP, LLC.7,531$938K0.01%+3,07613F-HRTimeline
VestGen Advisors, LLC7,521$936K0.04%13F-HRTimeline
WealthShield Partners, LLC7,467$930K0.12%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA7,465$929K0.18%013F-HRTimeline
Roberts Financial Services LLC7,451$928K0.18%-75513F-HRTimeline
Allworth Financial LP7,617$918K0.01%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,372$918K<0.01%-5013F-HRTimelineGroup
Acropolis Investment Management, LLC7,309$910K0.05%+413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,241$902K0.06%+26613F-HRTimelineGroup
Orion Porfolio Solutions, LLC7,038$876K0.01%-9,07913F-HRTimeline
Orion Portfolio Solutions, LLC7,038$876K0.01%-9,07913F-HR/ATimeline
BlackRock, Inc.in group BlackRock, Inc.6,998$871K<0.01%+4613F-HRTimelineGroup
Key Financial Inc6,881$857K0.19%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC6,839$851K0.08%-17513F-HRTimelineGroup
EFG Private Wealth Management (Americas…6,792$846K0.17%-35313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,733$838K0.04%+1313F-HR/ATimeline
Capital Square, LLC6,643$827K0.49%-12313F-HRTimeline
ACAS, LLC6,759$826K0.63%-33413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,630$825K0.06%-5613F-HRTimeline
Joel Isaacson & Co., LLC6,601$822K0.04%013F-HRTimeline
DAVENPORT & Co LLC6,497$809K<0.01%+15413F-HRTimeline
Christensen, King & Associates Investme…6,324$808K0.38%-12313F-HRTimeline
Kingsview Wealth Management, LLC6,427$800K0.02%-2,51413F-HRTimeline
GUERRA PAN ADVISORS, LLC6,383$795K0.62%-78013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,381$794K0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,350$791K0.03%013F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC6,309$785K0.05%-49913F-HRTimeline
PKS Advisory Services, LLC6,232$776K0.21%+56313F-HRTimeline
Mutual Advisors, LLC6,426$776K0.02%-38813F-HRTimeline
Hurley Capital, LLC6,196$771K0.58%+52013F-HRTimeline
Lion Street Advisors, LLC6,120$762K0.24%-1,08013F-HRTimeline
Beacon Pointe Advisors, LLC6,067$755K0.01%013F-HRTimeline
Fortitude Family Office, LLC6,060$754K0.27%013F-HRTimeline
Forbes Financial Planning, Inc.6,050$753K0.56%-1613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC6,707$752K0.17%-18113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding5,744$749K-13Timeline
FULLER & THALER ASSET MANAGEMENT, INC.5,973$744K<0.01%+2,54313F-HRTimeline
MCF Advisors LLC5,962$742K0.05%+113F-HRTimeline
Blackston Financial Advisory Group, LLC5,961$742K0.5%-65713F-HR/ATimeline
Finley Financial, LLC6,055$737K0.41%+7013F-HRTimeline
Legacy Trust5,900$735K0.18%-1513F-HRTimeline
Private Advisory Group LLC5,832$726K0.08%-18913F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,735$714K0.02%+73913F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,624$700K0.01%+413F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC5,602$697K0.01%013F-HRTimeline
Signature Wealth Management Partners, L…5,515$687K0.45%013F-HRTimeline
Prospect Financial Services LLC5,498$684K0.38%-44813F-HRTimeline
Patten Group, Inc.5,457$679K0.16%-72813F-HRTimeline
CHOREO, LLC5,318$662K0.01%-19513F-HRTimeline
TAGStone Capital, Inc.5,321$662K0.33%+613F-HRTimeline
RWA WEALTH PARTNERS, LLC5,311$661K0.01%+69813F-HRTimeline
Ellis Investment Partners, LLC5,269$656K0.14%+613F-HRTimeline
Sequent Asset Management, LLC5,249$654K0.36%-26813F-HRTimeline
Sprinkle Financial Consultants LLC5,242$653K0.41%+5213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC5,167$643K0.02%+413F-HRTimeline
Montecito Bank & Trust5,138$640K0.11%-3013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,129$639K0.01%-3613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,074$632K0.05%-58613F-HRTimeline
VAUGHAN & Co SECURITIES, INC.5,038$627K0.39%-3613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,000$622K0.01%013F-HRTimelineGroup
Valeo Financial Advisors, LLC4,999$622K0.02%+2713F-HRTimeline
Main Street Financial Solutions, LLC4,953$617K0.05%-60013F-HRTimeline
ASPIRIANT, LLC4,901$610K0.02%013F-HRTimeline
True Link Financial Advisors, LLC4,812$599K0.04%new13F-HRTimeline
Front Row Advisors LLC4,798$597K0.23%-4013F-HRTimeline
Operose Advisors LLC4,769$594K0.2%+4113F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC4,763$593K<0.01%+2213F-HRTimelineGroup
AWM CAPITAL, LLC4,718$587K0.07%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,323$585K0.01%013F-HRTimelineGroup
Shoker Investment Counsel, Inc.4,676$582K0.2%-3813F-HRTimeline
Performance Wealth Partners, LLC4,622$575K0.02%013F-HRTimeline
FC Advisory LLC4,561$568K0.19%+5913F-HRTimeline
Paragon Advisors, LLC4,546$566K0.21%+1,33813F-HRTimeline
Farther Finance Advisors, LLC4,531$565K0.01%+20313F-HRTimeline
Rehmann Capital Advisory Group4,495$560K0.04%+7713F-HRTimeline
Carl P. Sherr & Co., LLC4,493$559K0.31%-12413F-HRTimeline
Hickory Point Bank & Trust4,464$556K0.49%+1,53213F-HRTimeline
Western Wealth Management, LLC4,422$551K0.04%-6513F-HRTimeline
Atria Investments, Inc4,409$549K0.01%+94213F-HRTimeline
Meridian Financial Advisors, LLC4,398$548K0.38%+17313F-HRTimeline
FAS Wealth Partners, Inc.4,372$544K0.04%-38813F-HRTimeline
Simmons Bankin group Simmons Bank4,354$542K0.04%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.4,351$542K0.02%+92813F-HRTimeline
CALTON & ASSOCIATES, INC.4,348$541K0.12%-23013F-HR/ATimeline
Summit Financial, LLC4,347$541K0.02%+89613F-HRTimeline
Wellspring Financial Advisors, LLC4,322$538K0.06%-6613F-HRTimeline
Grove Bank & Trust4,300$535K0.07%-51113F-HRTimeline
CW Advisors, LLC4,279$533K0.01%+7013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV4,280$533K0.17%-50,32813F-HRTimeline
Dana Investment Advisors, Inc.4,276$532K0.02%-3,49013F-HRTimeline
Vickerman Investment Advisors, Inc.4,168$519K0.12%-6913F-HRTimeline
Avidian Wealth Enterprises, LLC4,165$519K0.02%+413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,153$517K0.07%013F-HRTimeline
Vertex Planning Partners, LLC4,095$510K0.11%-10713F-HRTimeline
Kendall Capital Management4,093$510K0.15%-8713F-HRTimeline
Fragasso Financial Advisors Inc4,075$507K0.04%+513F-HRTimeline
Everstar Asset Management, LLC4,075$507K0.34%-94013F-HR/ATimeline
Y-Intercept (Hong Kong) Ltd4,047$504K0.03%+1,61613F-HRTimeline
CONNING INC.in group CONNING INC.4,009$499K0.02%013F-HRTimelineGroup
IFG Advisory, LLC3,938$490K0.03%013F-HRTimeline
Callan Family Office, LLC3,935$490K0.04%013F-HRTimeline
One Day In July LLC3,894$485K0.05%+4013F-HRTimeline
Investmark Advisory Group LLC3,853$480K0.24%013F-HRTimeline
Fulton Bank, N.A.3,833$477K0.02%+6413F-HRTimeline
HANCOCK WHITNEY CORP3,819$475K0.02%013F-HRTimeline
Cadence Bank3,811$474K0.03%-2013F-HRTimeline
Freedom Investment Management, Inc.3,801$473K0.04%+1,53113F-HRTimeline
Total Wealth Planning, LLC3,707$462K0.07%-13913F-HRTimeline
PRIVATE TRUST CO NA3,669$457K0.05%-1,32213F-HRTimeline
TruWealth Advisors, LLC3,657$455K0.03%+8213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,636$453K0.01%-82513F-HRTimelineGroup
Bestgate Wealth Advisors, LLC3,628$452K0.94%-9213F-HRTimeline
Merit Financial Group, LLC3,625$451K0.01%+20813F-HRTimeline
Dynamic Advisor Solutions LLC3,565$444K0.01%-19113F-HRTimeline
Tyche Wealth Partners LLC3,550$442K0.1%+113F-HRTimeline
DEARBORN PARTNERS LLC4,196$439K0.02%-3613F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC3,504$436K0.4%13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,500$436K0.02%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,492$435K0.04%-1513F-HRTimeline
SYNOVUS FINANCIAL CORP3,491$435K0.01%+13313F-HRTimeline
Bedel Financial Consulting, Inc.3,446$426K0.06%013F-HRTimeline
PRESILIUM PRIVATE WEALTH, LLC3,402$424K0.09%-1,34213F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,379$421K0.01%-14513F-HRTimeline
Quadrant Private Wealth Management, LLC3,361$418K0.1%-1,04013F-HRTimeline
First Western Trust Bank3,305$411K0.02%-27213F-HRTimeline
Trueblood Wealth Management, LLC3,287$409K0.19%013F-HRTimeline
Wedmont Private Capital3,519$407K0.02%013F-HRTimeline
Bangor Savings Bank3,250$405K0.04%013F-HRTimeline
KPP Advisory Services LLC3,158$393K0.07%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,119$388K0.03%013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,100$386K<0.01%new13F-HRTimelineGroup
Atlantic Edge Private Wealth Management…3,077$383K0.12%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…3,068$382K0.12%-3,00513F-HRTimeline
Full Sail Capital, LLC3,050$380K0.02%013F-HRTimeline