Skip to content
Disclosery

IJT ISHARES TR

Follow

S&P SML 600 GWT (fund)

718 managers (730 13F filers) reported a position in IJT shares at 2025-09-30, 26,921,297 shares in all. 52 filers opened a position and 50 filers sold out during the quarter.

Managers
718
13F filers
730
New
52
Added
206
Reduced
247
Sold out
50
Shares held by filers
26,921,297

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,487$1.63M0.1%-84713F-HRTimeline
Modera Wealth Management, LLC11,360$1.61M0.02%-2,54013F-HRTimeline
Capital Squared Financial LLC11,303$1.6M1.39%+9413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,276$1.6M<0.01%new13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.11,125$1.57M0.03%+8,49013F-HRTimeline
Moors & Cabot, Inc.10,870$1.54M0.07%+36213F-HRTimeline
Allworth Financial LP10,762$1.52M0.01%+21913F-HRTimeline
WESBANCO BANK INC10,728$1.52M0.04%+1,27613F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.10,633$1.5M<0.01%-26513F-HRTimelineGroup
LGL PARTNERS, LLC10,545$1.49M0.64%+2313F-HRTimeline
BLAIR WILLIAM & CO/IL10,475$1.48M<0.01%-16613F-HRTimeline
WHITTIER TRUST CO10,294$1.47M0.02%+313F-HRTimeline
Beaumont Asset Management, L.L.C.10,268$1.45M0.73%-21313F-HRTimeline
Alesco Advisors, LLC, An ESL Co10,230$1.45M0.04%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,213$1.45M<0.01%+7,71713F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC9,994$1.42M0.03%013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co10,024$1.42M<0.01%-98313F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…9,624$1.36M0.24%-75713F-HRTimeline
Ashton Thomas Private Wealth, LLC9,482$1.34M0.03%+4,93613F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding9,294$1.32M-510Timeline
McKinley Carter Wealth Services, Inc.9,270$1.31M0.07%-1,69213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,172$1.3M0.02%-43513F-HRTimelineGroup
IFP Advisors, Inc9,095$1.29M0.03%-77,40013F-HR/ATimeline
U.S. Capital Wealth Advisors, LLC9,054$1.28M0.03%-1,96313F-HRTimeline
MATHER GROUP, LLC.9,018$1.28M0.01%+81713F-HRTimeline
WILLNER & HELLER, LLC8,997$1.27M0.98%+1913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,812$1.25M0.03%-1,07513F-HRTimeline
Paragon Private Wealth Management, LLC8,696$1.23M0.4%-7513F-HRTimeline
Ruggaard & Associates LLC8,612$1.22M0.46%013F-HRTimeline
Parkside Financial Bank & Trust8,544$1.21M0.09%-2213F-HRTimeline
IHT Wealth Management, LLC8,377$1.19M0.03%-14613F-HRTimeline
Peregrine Asset Advisers, Inc.8,316$1.18M0.35%-6613F-HRTimeline
Bragg Financial Advisors, Inc8,308$1.18M0.04%013F-HRTimeline
Financial Alternatives, Inc8,264$1.17M0.71%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA8,172$1.16M0.26%013F-HRTimeline
CWM, LLCin group CWM, LLC8,147$1.15M<0.01%-52813F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…8,141$1.15M0.36%+2513F-HRTimeline
Midwest Trust Co7,946$1.12M0.01%-11513F-HRTimeline
Keebeck Wealth Management7,869$1.11M0.13%-2,04213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,860$1.11M0.02%-14113F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK7,807$1.1M0.01%+1,42613F-HRTimelineGroup
FOUNDERS GROVE WEALTH PARTNERS, LLC7,803$1.1M0.26%-1,12213F-HRTimeline
Capital Square, LLC7,777$1.1M0.56%+1,13413F-HRTimeline
Glass Jacobson Investment Advisors llc7,621$1.08M0.39%-38513F-HRTimeline
Quantinno Capital Management LP7,614$1.08M<0.01%+3,26013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA7,597$1.07M<0.01%-1113F-HRTimelineGroup
Quadcap Wealth Management, LLC7,515$1.06M0.13%-10213F-HRTimeline
Clearstead Advisors, LLC7,467$1.06M0.02%-28213F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA7,465$1.06M0.18%013F-HRTimeline
JNBA Financial Advisors7,414$1.05M0.1%-12513F-HRTimeline
VestGen Advisors, LLC7,311$1.03M0.03%-23913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.7,237$1.02M0.06%+7213F-HRTimelineGroup
Waverly Advisors, LLC7,208$1.02M0.01%-1,08213F-HRTimeline
Prospect Financial Services LLC7,147$1.01M0.58%+1,11213F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding7,039$996K-188Timeline
Hurley Capital, LLC6,967$986K0.56%+14013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding6,953$984K-67Timeline
Key Financial Inc6,881$974K0.18%013F-HRTimeline
Acropolis Investment Management, LLC7,313$973K0.05%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,850$969K0.01%-1013F-HRTimelineGroup
EFG Private Wealth Management (Americas…6,792$961K0.17%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,764$957K0.03%+1513F-HRTimeline
DAVENPORT & Co LLC6,623$937K0.01%+20113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…6,558$928K0.06%-7213F-HRTimeline
Joel Isaacson & Co., LLC6,546$926K0.03%013F-HRTimeline
Roberts Financial Services LLC6,474$916K0.3%+4713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,460$914K0.03%+11013F-HRTimelineGroup
Christensen, King & Associates Investme…6,388$904K0.39%-4613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,359$900K0.06%-98913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC6,323$899K0.15%-50213F-HRTimeline
Kingsview Wealth Management, LLC6,315$894K0.01%-6913F-HRTimeline
Beacon Pointe Advisors, LLC6,284$889K0.01%+24013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,259$886K<0.01%-1,51613F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.6,245$884K0.38%-1,29713F-HRTimeline
GUERRA PAN ADVISORS, LLC6,180$874K0.53%-8413F-HRTimeline
Prospera Financial Services Inc6,101$865K0.01%-59,93713F-HRTimeline
Fortitude Family Office, LLC6,060$857K0.23%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,058$857K0.01%+37013F-HRTimeline
Finley Financial, LLC6,055$857K0.4%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,017$851K0.01%+76913F-HRTimelineGroup
Park Place Capital Corp5,987$847K0.18%-3,42413F-HRTimeline
MCF Advisors LLC5,965$844K0.05%+213F-HRTimeline
Global Retirement Partners, LLC5,960$843K0.02%-6313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,897$834K0.07%013F-HRTimelineGroup
PKS Advisory Services, LLC5,861$829K0.17%-15413F-HRTimeline
Legacy Trust5,805$821K0.16%013F-HRTimeline
Private Advisory Group LLC5,729$811K0.07%-1413F-HRTimeline
WealthShield Partners, LLC5,704$807K0.09%-13813F-HRTimeline
FC Advisory LLC5,597$792K0.23%+913F-HRTimeline
Signature Wealth Management Partners, L…5,515$780K0.41%013F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,512$780K0.2%013F-HRTimeline
RENASANT BANK5,504$779K0.49%-2,32013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,497$778K0.01%+413F-HRTimelineGroup
Montecito Bank & Trust5,478$775K0.12%13F-HRTimeline
MATAURO, LLC5,445$770K0.12%-1,42013F-HRTimeline
Merit Financial Group, LLC5,418$767K0.01%+613F-HR/ATimeline
Kendall Capital Management5,352$757K0.17%+3613F-HRTimeline
RWA WEALTH PARTNERS, LLC5,323$753K0.01%+1813F-HRTimeline
CHOREO, LLC5,281$747K0.01%013F-HRTimeline
TAGStone Capital, Inc.5,269$746K0.3%-5313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,214$738K<0.01%+4,46713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,183$733K0.05%+24713F-HRTimeline
VAUGHAN & Co SECURITIES, INC.5,038$713K0.38%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,000$708K0.01%013F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT4,997$707K0.01%-13413F-HRTimeline
Ellis Investment Partners, LLC4,986$706K0.13%-9813F-HRTimeline
Transcendent Capital Group LLC4,966$703K0.31%+27013F-HRTimeline
Main Street Financial Solutions, LLC4,913$695K0.04%013F-HRTimeline
ASPIRIANT, LLC4,901$693K0.02%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC4,864$688K0.04%-99313F-HRTimeline
Valeo Financial Advisors, LLC4,820$682K0.02%-49313F-HRTimeline
Front Row Advisors LLC4,798$679K0.23%013F-HRTimeline
Principle Wealth Partners LLC4,790$678K0.04%-36713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,774$676K-135Timeline
Operose Advisors LLC4,770$675K0.17%+113F-HRTimeline
AWM CAPITAL, LLC4,718$668K0.06%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,663$660K0.01%+1,28413F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,639$656K0.02%-53213F-HRTimeline
Performance Wealth Partners, LLC4,622$654K0.02%013F-HRTimeline
Simmons Bankin group Simmons Bank4,584$649K0.04%+23013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC4,564$645K0.02%-99313F-HRTimelineGroup
Meridian Wealth Management, LLC4,555$645K0.02%-19013F-HRTimeline
NWAM LLC4,513$643K0.03%-28913F-HR/ATimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP4,540$642K<0.01%+1,65313F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC4,713$640K0.02%+3,14213F-HRTimelineGroup
Farther Finance Advisors, LLC4,471$633K0.01%+2813F-HRTimeline
Hickory Point Bank & Trust4,464$632K0.47%013F-HRTimeline
Forbes Financial Planning, Inc.4,435$628K0.41%-14813F-HRTimeline
Shoker Investment Counsel, Inc.4,415$625K0.18%-713F-HRTimeline
Rehmann Capital Advisory Group4,383$620K0.03%-6013F-HRTimeline
Sequent Asset Management, LLC4,374$619K0.29%013F-HRTimeline
FAS Wealth Partners, Inc.4,356$616K0.04%-2413F-HRTimeline
Dana Investment Advisors, Inc.4,339$614K0.02%+1,00113F-HRTimeline
Wellspring Financial Advisors, LLC4,337$614K0.06%+713F-HRTimeline
Patten Group, Inc.4,316$611K0.12%-24013F-HRTimeline
Krilogy Financial LLC4,349$611K0.02%new13F-HRTimeline
CALTON & ASSOCIATES, INC.4,276$605K0.09%+113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,272$605K0.01%-1,09613F-HRTimelineGroup
Meridian Financial Advisors, LLC4,128$584K0.33%-36113F-HRTimeline
Fragasso Financial Advisors Inc4,086$582K0.04%+513F-HRTimeline
GC Wealth Management RIA, LLC4,097$580K0.02%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,153$579K0.08%013F-HRTimeline
Blackston Financial Advisory Group, LLC4,094$579K0.34%-1,15713F-HR/ATimeline
Western Wealth Management, LLC4,079$577K0.03%-1213F-HRTimeline
Vickerman Investment Advisors, Inc.4,062$575K0.12%-1913F-HRTimeline
Carl P. Sherr & Co., LLC4,034$571K0.27%-4413F-HRTimeline
IEQ CAPITAL, LLC4,025$570K<0.01%-41513F-HRTimeline
Summit Financial, LLC3,963$561K0.01%+1613F-HRTimeline
TBH Global Asset Management, LLC3,962$561K0.11%new13F-HRTimeline
IFG Advisory, LLC3,938$557K0.03%013F-HRTimeline
Callan Family Office, LLC3,935$557K0.02%-47913F-HRTimeline
Avidian Wealth Enterprises, LLC3,905$553K0.02%+313F-HRTimeline
Traynor Capital Management, Inc.3,903$552K0.03%+19013F-HRTimeline
EVOKE WEALTH, LLC3,899$552K0.01%-95813F-HRTimeline
Sprinkle Financial Consultants LLC3,868$547K0.31%+913F-HRTimeline
HANCOCK WHITNEY CORP3,854$545K0.01%+3513F-HRTimeline
Fulton Bank, N.A.3,833$542K0.02%013F-HRTimeline
Cadence Bank3,811$539K0.03%013F-HRTimeline
SAXON INTERESTS, INC.3,808$537K0.21%+91913F-HRTimeline
SYNOVUS FINANCIAL CORP3,758$532K0.01%+40013F-HRTimeline
Vertex Planning Partners, LLC3,756$531K0.1%+113F-HRTimeline
TruWealth Advisors, LLC3,735$529K0.03%-5913F-HRTimeline
Everstar Asset Management, LLC3,675$520K0.29%013F-HRTimeline
One Day In July LLC3,643$516K0.04%-25113F-HRTimeline
Bangor Savings Bank3,613$511K0.04%+36313F-HRTimeline
Paragon Advisors, LLC3,533$500K0.13%-79413F-HRTimeline
Roble, Belko & Company, Inc3,530$499K0.07%-1,10813F-HRTimeline
Bestgate Wealth Advisors, LLC3,515$497K0.88%-11313F-HRTimeline
PRIVATE TRUST CO NA3,514$497K0.04%+16713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,504$496K0.03%new13F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC3,500$495K0.01%013F-HRTimelineGroup
Wedmont Private Capital3,519$495K0.02%013F-HRTimeline
Plante Moran Financial Advisors, LLC3,492$494K0.03%013F-HRTimeline
Axis Wealth Partners, LLC3,488$494K0.29%+82913F-HRTimeline
Bedel Financial Consulting, Inc.3,446$488K0.06%013F-HRTimeline
Mutual Advisors, LLC3,417$487K0.01%+15513F-HRTimeline
Dynamic Advisor Solutions LLC3,314$469K0.01%+513F-HRTimeline
Trueblood Wealth Management, LLC3,299$467K0.18%+713F-HRTimeline
Investmark Advisory Group LLC3,282$464K0.2%-57113F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC3,189$451K0.37%-31513F-HRTimeline
First Western Trust Bank3,158$447K0.02%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC3,119$441K0.03%013F-HRTimeline
Betterment LLC3,119$441K<0.01%-38713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,096$438K0.01%-2213F-HRTimelineGroup
Strategic Blueprint, LLC3,093$438K0.02%new13F-HRTimeline
Atria Investments, Inc3,083$436K<0.01%+5513F-HRTimeline
Atlantic Edge Private Wealth Management…3,077$435K0.11%013F-HRTimeline
Private Wealth Asset Management, LLC3,050$432K0.05%+76013F-HRTimeline
Bison Wealth, LLC3,081$431K0.04%new13F-HRTimeline
Glen Eagle Advisors, LLC3,014$426K0.06%+11013F-HRTimeline
Orion Porfolio Solutions, LLC2,988$423K<0.01%-3,16213F-HRTimeline
Royal Fund Management, LLC2,960$421K0.05%-4613F-HRTimeline
GREAT LAKES ADVISORS, LLC2,971$420K<0.01%013F-HRTimeline
Breakwater Capital Group2,923$414K0.06%-413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,925$409K0.02%+18613F-HRTimelineGroup
Sequoia Financial Advisors, LLC2,892$409K<0.01%-17213F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,890$409K0.02%-4413F-HRTimeline
CONNING INC.in group CONNING INC.2,882$408K0.01%-1,12713F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/2,881$408K<0.01%+1,51513F-HRTimelineGroup
OLD MISSION CAPITAL LLC2,866$406K0.01%new13F-HRTimeline