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Disclosery

IJT ISHARES TR

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S&P SML 600 GWT (fund)

722 managers (732 13F filers) reported a position in IJT shares at 2025-06-30, 27,441,105 shares in all. 62 filers opened a position and 47 filers sold out during the quarter.

Managers
722
13F filers
732
New
62
Added
193
Reduced
264
Sold out
47
Shares held by filers
27,441,105

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK12,301$1.64M0.22%-35813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,175$1.62M0.01%+2,56513F-HRTimelineGroup
Cranbrook Wealth Management, LLC11,963$1.59M0.34%+213F-HRTimeline
Ironwood Financial, llc12,632$1.57M0.34%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.11,809$1.57M0.8%+613F-HRTimeline
Sovereign Investment Advisors, LLC11,590$1.54M0.42%+15313F-HRTimeline
Capital Squared Financial LLC11,209$1.49M1.74%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,017$1.47M0.04%+5313F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co11,007$1.46M<0.01%-54213F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.10,962$1.46M0.08%-93113F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,898$1.45M<0.01%-5813F-HRTimelineGroup
Columbia Bank10,680$1.44M0.44%+2,25313F-HRTimeline
Wealthspire Advisors, LLC10,652$1.42M0.01%+22513F-HRTimeline
BLAIR WILLIAM & CO/IL10,641$1.42M<0.01%-36213F-HRTimeline
Regal Investment Advisors LLC10,616$1.41M0.11%-19113F-HRTimeline
LGL PARTNERS, LLC10,522$1.41M0.62%+2413F-HRTimeline
Allworth Financial LP10,543$1.4M0.01%+2,92613F-HRTimeline
Moors & Cabot, Inc.10,508$1.4M0.06%+30513F-HRTimeline
Beaumont Asset Management, L.L.C.10,481$1.39M0.75%-5813F-HRTimeline
Ritter Daniher Financial Advisory LLC /…10,381$1.38M0.34%+51913F-HRTimeline
NewEdge Advisors, LLC10,312$1.37M0.01%+58613F-HRTimeline
WHITTIER TRUST CO10,291$1.37M0.02%-10913F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,230$1.36M0.04%013F-HRTimeline
EP Wealth Advisors, LLC10,181$1.35M0.01%+10913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,994$1.33M0.03%+2,01213F-HRTimeline
Keebeck Wealth Management9,911$1.32M0.17%-56,20313F-HRTimeline
MISSION WEALTH MANAGEMENT, LP9,887$1.32M0.03%-1,53813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding9,804$1.3M-643Timeline
Brookstone Capital Managementin group Brookstone Capital Management9,607$1.28M0.02%-1,66613F-HRTimelineGroup
Park Place Capital Corp9,411$1.26M0.29%-38413F-HRTimeline
WESBANCO BANK INC9,452$1.26M0.04%+1,30013F-HRTimeline
WILLNER & HELLER, LLC8,978$1.19M1.01%-16913F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC8,925$1.19M0.3%-43213F-HRTimeline
&PARTNERS8,797$1.17M0.01%+23713F-HRTimeline
Paragon Private Wealth Management, LLC8,771$1.17M0.46%013F-HRTimeline
CWM, LLCin group CWM, LLC8,675$1.15M<0.01%-413F-HRTimelineGroup
Ruggaard & Associates LLC8,612$1.15M0.46%-2,26813F-HRTimeline
Parkside Financial Bank & Trust8,566$1.14M0.12%-91513F-HRTimeline
IHT Wealth Management, LLC8,523$1.13M0.03%+4013F-HRTimeline
Peregrine Asset Advisers, Inc.8,382$1.12M0.35%-4813F-HRTimeline
Bragg Financial Advisors, Inc8,308$1.11M0.04%013F-HRTimeline
Waverly Advisors, LLC8,290$1.1M0.01%-38513F-HRTimeline
Financial Alternatives, Inc8,264$1.1M0.72%013F-HRTimeline
MATHER GROUP, LLC.8,201$1.09M0.01%+67013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA8,172$1.09M0.26%+24913F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,116$1.08M0.36%-19313F-HRTimeline
Midwest Trust Co8,061$1.07M0.01%13F-HRTimeline
Glass Jacobson Investment Advisors llc8,006$1.07M0.41%-7213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,001$1.06M0.02%+9513F-HRTimelineGroup
RENASANT BANK7,824$1.04M0.69%-38413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,775$1.03M<0.01%+77713F-HRTimelineGroup
Clearstead Advisors, LLC7,749$1.03M0.01%-19913F-HRTimeline
Quadcap Wealth Management, LLC7,617$1.01M0.13%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,608$1.01M<0.01%+23613F-HRTimelineGroup
VestGen Advisors, LLC7,550$1M0.04%+2913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.7,542$1M0.48%-1,68813F-HRTimeline
JNBA Financial Advisors7,539$1M0.1%-12413F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA7,465$993K0.18%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,348$978K0.08%-77913F-HRTimeline
Acropolis Investment Management, LLC7,313$973K0.05%+413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding7,227$961K-1,444Timeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,165$953K0.06%-7613F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding7,020$934K-1,408Timeline
ACAS, LLC6,641$933K0.63%-11813F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC6,825$931K0.17%+11813F-HRTimeline
Key Financial Inc6,881$915K0.18%013F-HRTimeline
MATAURO, LLC6,865$913K0.17%-5,47713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,860$913K0.01%-1,02613F-HRTimelineGroup
Hurley Capital, LLC6,827$908K0.64%+63113F-HRTimeline
EFG Private Wealth Management (Americas…6,792$904K0.17%013F-HRTimeline
Capital Square, LLC6,643$903K0.48%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,749$898K0.03%+1613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,630$882K0.06%013F-HRTimeline
Joel Isaacson & Co., LLC6,546$871K0.04%-5513F-HRTimeline
Christensen, King & Associates Investme…6,434$856K0.39%+11013F-HRTimeline
Roberts Financial Services LLC6,427$855K0.29%-1,02413F-HRTimeline
DAVENPORT & Co LLC6,422$854K<0.01%-7513F-HRTimeline
Kingsview Wealth Management, LLC6,384$849K0.01%-4313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,381$849K0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,350$845K0.02%013F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC6,264$833K0.55%-11913F-HRTimeline
Orion Porfolio Solutions, LLC6,150$818K0.01%-88813F-HR/ATimeline
Novak & Powell Financial Services, Inc.6,138$817K0.57%-16,48213F-HRTimeline
Fortitude Family Office, LLC6,060$806K0.27%013F-HRTimeline
Finley Financial, LLC6,055$806K0.4%013F-HRTimeline
Beacon Pointe Advisors, LLC6,044$804K0.01%-2313F-HRTimeline
Prospect Financial Services LLC6,035$803K0.5%+53713F-HR/ATimeline
Global Retirement Partners, LLC6,023$801K0.02%13F-HRTimeline
PKS Advisory Services, LLC6,015$800K0.2%-21713F-HRTimeline
MCF Advisors LLC5,963$793K0.05%+113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC5,900$785K<0.01%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,897$785K0.07%-94213F-HRTimelineGroup
MIDLAND WEALTH ADVISORS, LLC5,857$779K0.04%-45213F-HRTimeline
WealthShield Partners, LLC5,842$777K0.09%-1,62513F-HRTimeline
Legacy Trust5,805$772K0.19%-9513F-HRTimeline
Private Advisory Group LLC5,743$764K0.07%-8913F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC5,688$757K0.01%+8613F-HRTimeline
FC Advisory LLC5,588$743K0.23%+1,02713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,557$739K0.02%-4,58513F-HRTimelineGroup
Signature Wealth Management Partners, L…5,515$734K0.42%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,512$733K0.21%+2,44413F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,493$731K0.01%-13113F-HRTimelineGroup
Merit Financial Group, LLC5,412$720K0.01%+1,78713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,368$714K0.02%-36713F-HRTimelineGroup
TAGStone Capital, Inc.5,322$713K0.29%+113F-HRTimeline
Kendall Capital Management5,316$707K0.19%+1,22313F-HRTimeline
Valeo Financial Advisors, LLC5,313$707K0.02%+31413F-HR/ATimeline
RWA WEALTH PARTNERS, LLC5,305$706K0.01%-613F-HRTimeline
Strive Asset Management, LLC5,303$706K0.42%-12,61613F-HRTimeline
CHOREO, LLC5,281$703K0.01%-3713F-HRTimeline
Blackston Financial Advisory Group, LLC5,251$699K0.44%-71013F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,248$698K0.01%+92513F-HRTimelineGroup
EXENCIAL WEALTH ADVISORS, LLC5,171$688K0.02%+413F-HRTimeline
Principle Wealth Partners LLC5,157$686K0.04%-20,96113F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,131$683K0.01%+213F-HRTimeline
Ellis Investment Partners, LLC5,084$676K0.13%-18513F-HRTimeline
Amplius Wealth Advisors, LLC5,083$676K0.06%-4,59413F-HRTimeline
VAUGHAN & Co SECURITIES, INC.5,038$670K0.38%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,000$665K0.01%013F-HRTimelineGroup
MONEY CONCEPTS CAPITAL CORP4,936$657K0.04%-13813F-HRTimeline
Main Street Financial Solutions, LLC4,913$654K0.05%-4013F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,909$653K-835Timeline
ASPIRIANT, LLC4,901$652K0.02%013F-HRTimeline
EVOKE WEALTH, LLC4,857$646K0.02%new13F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC4,840$644K<0.01%+7713F-HRTimelineGroup
NWAM LLC4,802$642K0.04%new13F-HR/ATimeline
Front Row Advisors LLC4,798$638K0.22%013F-HRTimeline
Operose Advisors LLC4,769$634K0.18%013F-HRTimeline
Meridian Wealth Management, LLC4,745$631K0.03%-2,93213F-HRTimeline
AWM CAPITAL, LLC4,718$628K0.07%013F-HRTimeline
Transcendent Capital Group LLC4,696$625K0.32%+2,30513F-HRTimeline
Roble, Belko & Company, Inc4,638$617K0.09%+3,21813F-HRTimeline
Performance Wealth Partners, LLC4,622$615K0.02%013F-HRTimeline
Lion Street Advisors, LLC4,590$611K0.19%-1,53013F-HRTimeline
Forbes Financial Planning, Inc.4,583$610K0.41%-1,46713F-HRTimeline
Patten Group, Inc.4,556$606K0.13%-90113F-HRTimeline
Ashton Thomas Private Wealth, LLC4,546$605K0.02%-5,83713F-HRTimeline
Meridian Financial Advisors, LLC4,489$597K0.39%+9113F-HRTimeline
Hickory Point Bank & Trust4,464$594K0.48%013F-HRTimeline
Rehmann Capital Advisory Group4,443$591K0.04%-5213F-HRTimeline
Farther Finance Advisors, LLC4,443$591K0.01%-8813F-HRTimeline
IEQ CAPITAL, LLC4,440$591K<0.01%-4,02213F-HRTimeline
Shoker Investment Counsel, Inc.4,422$588K0.18%-25413F-HRTimeline
Callan Family Office, LLC4,414$587K0.02%+47913F-HRTimeline
FAS Wealth Partners, Inc.4,380$583K0.04%+813F-HRTimeline
Sequent Asset Management, LLC4,374$582K0.46%-87513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV4,364$581K0.18%+8413F-HRTimeline
Quantinno Capital Management LP4,354$579K<0.01%+1,59513F-HRTimeline
Simmons Bankin group Simmons Bank4,354$579K0.04%013F-HRTimelineGroup
Wellspring Financial Advisors, LLC4,330$576K0.06%+813F-HRTimeline
Paragon Advisors, LLC4,327$576K0.15%-21913F-HRTimeline
Grove Bank & Trust4,300$572K0.07%013F-HRTimeline
CALTON & ASSOCIATES, INC.4,275$569K0.1%-7313F-HRTimeline
CW Advisors, LLC4,269$568K0.01%-1013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,153$553K0.07%013F-HRTimeline
GC Wealth Management RIA, LLC4,097$545K0.04%+2,00013F-HRTimeline
Western Wealth Management, LLC4,091$544K0.03%-33113F-HRTimeline
Fragasso Financial Advisors Inc4,081$543K0.04%+613F-HRTimeline
Vickerman Investment Advisors, Inc.4,081$543K0.12%-8713F-HRTimeline
Carl P. Sherr & Co., LLC4,078$543K0.27%-41513F-HRTimeline
CONNING INC.in group CONNING INC.4,009$533K0.02%013F-HRTimelineGroup
Freedom Investment Management, Inc.3,964$527K0.04%+16313F-HRTimeline
Summit Financial, LLC3,947$525K0.01%-40013F-HRTimeline
IFG Advisory, LLC3,938$524K0.03%013F-HRTimeline
Avidian Wealth Enterprises, LLC3,902$519K0.02%-26313F-HRTimeline
One Day In July LLC3,894$518K0.05%013F-HRTimeline
Sprinkle Financial Consultants LLC3,859$513K0.31%-1,38313F-HRTimeline
Investmark Advisory Group LLC3,853$513K0.24%013F-HRTimeline
Fulton Bank, N.A.3,833$510K0.02%013F-HRTimeline
HANCOCK WHITNEY CORP3,819$508K0.01%013F-HRTimeline
Cadence Bank3,811$507K0.03%013F-HRTimeline
TruWealth Advisors, LLC3,794$505K0.03%+13713F-HRTimeline
Atria Wealth Solutions, Inc.3,774$502K0.01%-78,79613F-HRTimeline
Vertex Planning Partners, LLC3,755$500K0.1%-34013F-HRTimeline
Traynor Capital Management, Inc.3,713$497K0.04%new13F-HRTimeline
Everstar Asset Management, LLC3,675$489K0.3%-40013F-HRTimeline
Wedmont Private Capital3,519$479K0.02%013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC3,504$466K0.41%013F-HR/ATimeline
Betterment LLC3,506$466K<0.01%+47513F-HRTimeline
PITCAIRN COin group PITCAIRN CO3,500$466K0.03%new13F-HR/ATimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC3,500$466K0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,492$465K0.03%013F-HRTimeline
DEARBORN PARTNERS LLC4,196$459K0.02%013F-HRTimeline
Bedel Financial Consulting, Inc.3,446$458K0.06%013F-HRTimeline
Bestgate Wealth Advisors, LLC3,628$452K0.94%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,379$450K0.01%013F-HRTimeline
SYNOVUS FINANCIAL CORP3,358$447K0.01%-13313F-HRTimeline
PRIVATE TRUST CO NA3,347$445K0.04%-32213F-HRTimeline
Dana Investment Advisors, Inc.3,338$444K0.01%-93813F-HRTimeline
Mutual Advisors, LLC3,262$443K0.01%-3,16413F-HRTimeline
Dynamic Advisor Solutions LLC3,309$440K0.01%-25613F-HRTimeline
Trueblood Wealth Management, LLC3,292$438K0.18%+513F-HRTimeline
Bangor Savings Bank3,250$432K0.04%013F-HRTimeline
First Western Trust Bank3,158$420K0.02%-14713F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,119$415K0.03%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,118$415K0.01%-51813F-HRTimelineGroup
Atlantic Edge Private Wealth Management…3,077$409K0.11%013F-HRTimeline
Pure Financial Advisors, LLC3,067$408K0.01%+87613F-HRTimeline
Sequoia Financial Advisors, LLC3,064$408K<0.01%+42213F-HRTimeline
Atria Investments, Inc3,028$403K<0.01%-1,38113F-HRTimeline