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Disclosery

IJT ISHARES TR

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S&P SML 600 GWT (fund)

751 managers (765 13F filers) reported a position in IJT shares at 2026-03-31, 28,483,468 shares in all. 44 filers opened a position and 48 filers sold out during the quarter.

Managers
751
13F filers
765
New
44
Added
218
Reduced
256
Sold out
48
Shares held by filers
28,483,468

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
OARSMAN CAPITAL, INC.11,738$1.7M0.21%-20713F-HRTimeline
Sovereign Investment Advisors, LLC11,667$1.69M0.36%+1813F-HRTimeline
Newton One Investments LLC11,614$1.68M0.46%-44,93413F-HRTimeline
Ashton Thomas Private Wealth, LLC11,446$1.66M0.04%+1,99313F-HRTimeline
PSI Advisors, LLC11,372$1.65M0.39%-12013F-HRTimeline
Cranbrook Wealth Management, LLC11,343$1.64M0.33%-25213F-HRTimeline
DIVERSIFIED MANAGEMENT INC11,121$1.61M0.28%+4,94913F-HRTimeline
Moors & Cabot, Inc.10,963$1.59M0.07%+5513F-HRTimeline
Allworth Financial LP10,679$1.55M0.01%-4113F-HRTimeline
WESBANCO BANK INC10,630$1.54M0.04%+35213F-HRTimeline
Wealthspire Advisors, LLC10,619$1.54M0.01%-55013F-HRTimeline
LGL PARTNERS, LLC10,592$1.53M0.63%+1613F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK10,497$1.52M0.21%-16713F-HRTimelineGroup
PACIFIC FINANCIAL GROUP INC10,480$1.52M0.82%-2,15413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…10,464$1.51M0.26%-26313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,463$1.51M<0.01%13F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.10,373$1.5M0.02%-1,17413F-HRTimeline
Quantinno Capital Management LP10,367$1.5M<0.01%-29913F-HRTimeline
Crusonia Wealth Advisors LLC10,311$1.49M0.31%-513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC10,277$1.49M<0.01%+42213F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co10,230$1.48M0.04%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,074$1.46M0.08%-1,16013F-HRTimeline
WHITTIER TRUST CO9,848$1.46M0.02%-43713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC9,844$1.45M0.03%-15013F-HRTimeline
Beaumont Asset Management, L.L.C.10,015$1.45M0.65%+4213F-HRTimeline
Modera Wealth Management, LLC9,922$1.44M0.02%-1,32913F-HRTimeline
IHT Wealth Management, LLC9,911$1.43M0.03%-22813F-HRTimeline
VICUS CAPITAL9,505$1.38M0.1%-2,49713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding9,187$1.33M+197Timeline
Parkside Financial Bank & Trust9,185$1.33M0.1%-26113F-HRTimeline
Waverly Advisors, LLC9,062$1.31M0.01%+1,88513F-HRTimeline
WILLNER & HELLER, LLC8,968$1.3M0.97%+1413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,877$1.28M0.01%-9013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.8,674$1.26M<0.01%+60713F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.8,670$1.25M0.07%-28513F-HRTimeline
Midwest Trust Co8,649$1.25M0.02%+86413F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,513$1.23M0.03%-20613F-HRTimeline
Transcendent Capital Group LLC8,441$1.22M0.56%+2,58213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK8,409$1.22M0.01%+60213F-HRTimelineGroup
Mutual Advisors, LLC8,409$1.22M0.03%+5,30113F-HRTimeline
Financial Alternatives, Inc8,407$1.22M0.66%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,356$1.21M0.03%-1,09413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,332$1.21M0.02%+40513F-HRTimelineGroup
Bragg Financial Advisors, Inc8,311$1.2M0.04%013F-HRTimeline
Ruggaard & Associates LLC8,212$1.19M0.47%-40013F-HRTimeline
Peregrine Asset Advisers, Inc.8,138$1.18M0.32%-2913F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA8,127$1.18M0.31%013F-HRTimeline
Merit Financial Group, LLC8,125$1.18M0.01%+99313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC7,897$1.14M0.12%+1,06413F-HRTimelineGroup
VestGen Advisors, LLC7,003$1.13M0.03%-26713F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC7,725$1.12M0.01%+14213F-HRTimeline
Quadcap Wealth Management, LLC7,599$1.1M0.13%+6613F-HRTimeline
Patten Group, Inc.7,523$1.09M0.19%+1,60113F-HRTimeline
TIAAgroup of 2 filers holding7,483$1.08M-85Timeline
FOUNDERS GROVE WEALTH PARTNERS, LLC7,470$1.08M0.25%-14713F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA7,465$1.08M0.2%013F-HRTimeline
D.A. DAVIDSON & CO.7,455$1.08M0.01%+3,32213F-HRTimeline
Acropolis Investment Management, LLC7,433$1.08M0.05%+23113F-HRTimeline
Hurley Capital, LLC7,417$1.07M0.58%+47413F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…7,321$1.06M0.07%+76313F-HRTimeline
Glass Jacobson Investment Advisors llc7,271$1.05M0.36%013F-HRTimeline
JNBA Financial Advisors7,112$1.03M0.09%-25813F-HRTimeline
Hyundai Investments Co., Ltd.7,283$1.02M1.15%+1,42913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,034$1.02M0.01%-3213F-HRTimelineGroup
Clearstead Advisors, LLC7,022$1.02M0.01%+213F-HRTimeline
Royal Fund Management, LLC6,984$1.01M0.1%+1,38013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.6,902$999K0.06%+5113F-HRTimelineGroup
Key Financial Inc6,896$998K0.18%-2013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC6,794$983K0.03%+1113F-HRTimeline
EFG International AGin group EFG International AG6,792$983K0.02%013F-HRTimelineGroup
Apollon Wealth Management, LLCgroup of 2 filers holding6,712$971K-183Timeline
MCF Advisors LLC6,633$960K0.04%+66713F-HRTimeline
Lee Financial Co6,632$960K0.14%-49,04513F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC6,215$957K0.15%-11013F-HRTimeline
Joel Isaacson & Co., LLC6,546$947K0.03%013F-HRTimeline
IFP Advisors, Inc6,537$946K0.02%-4313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,497$940K0.07%013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC6,460$935K0.01%+40213F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,350$919K0.03%013F-HRTimelineGroup
Signature Equity Partners, LLC6,203$898K0.48%+20413F-HRTimeline
Fortitude Family Office, LLC6,088$881K0.2%-3313F-HRTimeline
Finley Financial, LLC6,055$876K0.41%013F-HRTimeline
Prospect Financial Services LLC6,027$872K0.53%-97713F-HRTimeline
GUERRA PAN ADVISORS, LLC5,814$841K0.52%-17213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,814$841K0.01%+8413F-HRTimelineGroup
Legacy Trust5,785$837K0.16%-1513F-HRTimeline
Strategic Family Wealth Counselors, L.L…5,781$837K0.22%+27713F-HRTimeline
Kendall Capital Management5,690$823K0.17%+33813F-HRTimeline
Christensen, King & Associates Investme…5,659$819K0.35%-69513F-HRTimeline
ASPIRIANT, LLC5,653$818K0.02%013F-HRTimeline
Private Advisory Group LLC5,653$818K0.06%013F-HRTimeline
Keenan, LLC5,619$811K0.68%-4,11413F-HRTimeline
WealthShield Partners, LLC5,594$810K0.09%-11613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,580$807K0.04%+17113F-HRTimeline
PKS Advisory Services, LLC5,540$802K0.19%-21413F-HRTimeline
NorthAvenue LLC5,471$792K0.63%+34213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.5,465$791K0.29%-68013F-HRTimeline
Montecito Bank & Trust5,463$791K0.13%013F-HRTimeline
Kingsview Wealth Management, LLC5,462$790K0.01%-87713F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…5,440$787K0.01%-6313F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC5,392$780K0.01%+2113F-HRTimeline
Destiny Capital Corp/CO5,312$769K0.41%+12713F-HRTimeline
Prospera Financial Services Inc5,257$762K0.01%-10813F-HRTimeline
Sequent Asset Management, LLC5,249$760K0.36%013F-HRTimeline
Signature Wealth Management Partners, L…5,232$757K0.38%013F-HRTimeline
TAGStone Capital, Inc.5,220$755K0.27%-6113F-HRTimeline
CHOREO, LLC5,210$754K0.01%+113F-HRTimeline
Principle Wealth Partners LLC5,208$754K0.04%+41913F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding5,173$749K-538Timeline
Sequoia Financial Advisors, LLC5,047$730K<0.01%+11713F-HRTimeline
FC Advisory LLC5,003$724K0.21%-57413F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC5,000$724K0.01%013F-HRTimelineGroup
DAVENPORT & Co LLC4,999$723K<0.01%-1,58213F-HRTimeline
Ellis Investment Partners, LLC4,964$718K0.12%-1913F-HRTimeline
HANCOCK WHITNEY CORP4,479$718K0.01%+48313F-HRTimeline
VAUGHAN & Co SECURITIES, INC.4,940$715K0.37%013F-HRTimeline
Main Street Financial Solutions, LLC4,860$703K0.05%-5313F-HRTimeline
Tannin Capital LLC4,827$699K0.51%-1,84013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,801$695K0.01%-813F-HR/ATimeline
GTS SECURITIES LLC4,770$690K0.02%new13F-HRTimeline
AWM CAPITAL, LLC4,718$683K0.06%013F-HRTimeline
Operose Advisors LLC4,707$681K0.16%-6313F-HRTimeline
Front Row Advisors LLC4,674$676K0.23%-12413F-HRTimeline
Performance Wealth Partners, LLC4,622$669K0.02%013F-HRTimeline
SAXON INTERESTS, INC.4,562$660K0.23%-8313F-HRTimeline
Gerald Baker Financial Group LLC4,555$659K0.21%13F-HR/ATimeline
NWAM LLC4,506$652K0.04%+113F-HRTimeline
Axis Wealth Partners, LLC4,489$650K0.35%+213F-HRTimeline
Hickory Point Bank & Trust4,464$646K0.43%013F-HRTimeline
Callan Family Office, LLC4,414$639K0.01%013F-HRTimeline
ALLSTREET CAPITAL ADVISORS LLC4,374$633K0.47%-52313F-HRTimeline
FAS Wealth Partners, Inc.4,368$632K0.04%+513F-HRTimeline
Shoker Investment Counsel, Inc.4,366$632K0.19%-4913F-HRTimeline
Meridian Wealth Management, LLC4,362$631K0.02%-10113F-HRTimeline
Dana Investment Advisors, Inc.4,339$628K0.02%013F-HRTimeline
Verity Asset Management, Inc.4,316$625K0.26%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC4,310$624K0.02%-53613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…4,286$620K0.18%-82413F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC3,837$618K0.01%-4213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,267$617K-299Timeline
Valeo Financial Advisors, LLC4,258$616K0.01%-10213F-HRTimeline
Krilogy Financial LLC3,943$615K0.02%-13313F-HRTimeline
Simmons Bankin group Simmons Bank4,224$611K0.04%-1,09413F-HRTimelineGroup
Fragasso Financial Advisors Inc4,098$605K0.04%+413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…4,149$600K0.01%+1513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.4,118$596K0.09%-16013F-HRTimeline
Forbes Financial Planning, Inc.4,080$590K0.34%013F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC4,066$588K0.03%-73013F-HRTimeline
IEQ CAPITAL, LLC4,025$582K<0.01%013F-HRTimeline
Wellspring Financial Advisors, LLC4,016$581K0.04%-33113F-HRTimeline
Meridian Financial Advisors, LLC3,999$579K0.32%+12213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC3,953$577K0.02%-12113F-HRTimelineGroup
Z3 Capital Partners, LLC3,986$577K0.15%-67913F-HRTimeline
Fulton Bank, N.A.3,952$572K0.02%013F-HRTimeline
Godfrey Financial Associates, Inc.3,951$572K0.49%013F-HRTimeline
Carl P. Sherr & Co., LLC3,929$569K0.27%013F-HRTimeline
EVOKE WEALTH, LLC3,916$567K0.01%-1113F-HRTimeline
Vickerman Investment Advisors, Inc.3,889$563K0.12%-15913F-HRTimeline
Sprinkle Financial Consultants LLC3,883$562K0.26%+313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,850$557K<0.01%-71413F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK3,811$551K<0.01%new13F-HRTimelineGroup
Paragon Private Wealth Management, LLC3,799$550K0.17%-3,25513F-HRTimeline
Meramec Financial Planners, LLC3,420$548K0.22%-91613F-HRTimeline
Avidian Wealth Enterprises, LLC3,708$537K0.02%-1813F-HRTimeline
Western Wealth Management, LLC3,678$532K0.02%-34813F-HR/ATimeline
Bangor Savings Bank3,613$523K0.04%013F-HRTimeline
One Day In July LLC3,573$517K0.04%-7013F-HRTimeline
Roble, Belko & Company, Inc3,530$511K0.06%013F-HRTimeline
Everstar Asset Management, LLC3,525$510K0.27%-15013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC3,500$506K0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC3,492$505K0.03%013F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC3,464$501K0.42%013F-HRTimeline
Bedel Financial Consulting, Inc.3,446$499K0.06%013F-HRTimeline
Rehmann Capital Advisory Group3,441$498K0.03%-813F-HRTimeline
Traynor Capital Management, Inc.3,545$496K0.03%-35813F-HRTimeline
Pitcairn Wealth Advisors LLCin group PITCAIRN CO3,500$494K0.05%013F-HRTimelineGroup
Summit Financial, LLC3,406$493K0.01%-22013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,380$489K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,385$489K0.15%+90313F-HRTimeline
Wedmont Private Capital3,190$488K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC3,314$480K0.07%-12513F-HRTimeline
Trueblood Wealth Management, LLC3,312$479K0.19%+513F-HRTimeline
Bison Wealth, LLC2,969$476K0.05%-4713F-HRTimeline
Park Place Capital Corp3,289$476K0.1%-1,48613F-HRTimeline
Investmark Advisory Group LLC3,272$473K0.2%013F-HRTimeline
jvl associates llc3,260$472K0.16%013F-HRTimeline
NIXON PEABODY TRUST CO3,247$470K0.04%+31913F-HRTimeline
Decker Wealth Management LLC3,221$466K0.11%013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC3,189$461K0.37%013F-HRTimeline
First Western Trust Bank3,132$453K0.02%-2613F-HRTimeline
TRED AVON FAMILY WEALTH, LLC3,118$451K0.15%+1,19313F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,859$451K0.01%-6713F-HRTimelineGroup
VANGUARD GROUP INCgroup of 2 filers holding3,106$449KnewTimeline
TBH Global Asset Management, LLC3,084$446K0.09%-114,21713F-HRTimeline
Atlantic Edge Private Wealth Management…3,077$445K0.11%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC3,058$443K0.06%013F-HRTimeline
Private Wealth Asset Management, LLC3,050$441K0.05%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,028$438K0.01%-2413F-HRTimelineGroup
RENASANT BANK3,000$434K0.31%-1,34513F-HRTimeline
Gateway Wealth Partners, LLC2,988$432K0.02%new13F-HRTimeline