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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
Merit Financial Group, LLC3,417$463K0.01%-49713F-HRTimeline
SYNOVUS FINANCIAL CORP3,358$455K0.01%+2713F-HRTimeline
Trueblood Wealth Management, LLC3,287$445K0.22%-613F-HRTimeline
Compass Ion Advisors, LLC3,272$443K0.05%+313F-HRTimeline
Bangor Savings Bank3,250$440K0.04%013F-HRTimeline
Paragon Advisors, LLC3,208$434K0.15%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC3,142$432K0.03%+1,57113F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC3,119$422K0.03%-213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO3,097$419K0.01%-4413F-HRTimeline
Atlantic Edge Private Wealth Management…3,077$417K0.13%013F-HRTimeline
White Knight Strategic Wealth Advisors,…3,052$413K0.17%+1,52613F-HRTimeline
Full Sail Capital, LLC3,050$413K0.03%013F-HRTimeline
Sheaff Brock Investment Advisors, LLC3,040$412K0.04%013F-HRTimeline
Nilsine Partners, LLC3,035$411K0.04%+1,15013F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,014$408K0.03%013F-HRTimeline
SAXON INTERESTS, INC.3,003$407K0.18%-4613F-HRTimeline
Hickory Point Bank & Trust2,932$397K0.35%13F-HRTimeline
Glen Eagle Advisors, LLC2,919$395K0.07%-3313F-HRTimeline
Breakwater Capital Group2,869$388K0.08%+2713F-HRTimeline
Liberty Capital Management, Inc.2,833$383K0.09%+113F-HRTimeline
Inlight Wealth Management, LLC2,804$380K0.25%13F-HRTimeline
All Terrain Financial Advisors, LLC2,803$379K0.15%013F-HRTimeline
Executive Wealth Management, LLC2,791$378K0.03%+18213F-HRTimeline
Betterment LLC2,777$376K<0.01%+27413F-HRTimeline
Crescent Grove Advisors, LLC2,774$376K0.04%013F-HRTimeline
Capital Investment Advisors, LLC2,765$374K0.01%-83713F-HRTimeline
WEDBUSH SECURITIES INC2,710$367K0.01%-8413F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,738$367K0.03%-38813F-HRTimelineGroup
MISSION WEALTH MANAGEMENT, LP2,710$367K0.01%+20013F-HRTimeline
NTV Asset Management LLC2,704$366K0.05%013F-HRTimeline
Atlas Brown,Inc.2,665$361K0.12%-19013F-HRTimeline
HRT FINANCIAL LP2,642$357K<0.01%new13F-HRTimeline
Goodwin Investment Advisory2,615$354K0.19%013F-HRTimeline
Corundum Group, Inc.2,600$352K0.13%013F-HRTimeline
Park Edge Advisors, LLC2,600$352K0.1%013F-HRTimeline
Independent Advisor Alliance2,593$351K<0.01%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,574$348K<0.01%-1113F-HRTimelineGroup
Eagle Strategies LLC2,570$348K0.06%-10413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …2,520$341K0.05%013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,513$340K0.02%-22013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC2,500$338K<0.01%new13F-HRTimeline
Mechanics Bank Trust Department2,500$338K0.05%013F-HRTimeline
CRA Financial Services, LLC2,500$338K0.06%013F-HRTimeline
Sensible Money, LLC2,490$337K0.15%-25313F-HRTimeline
Legacies Wealth LLC2,489$337K0.26%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,479$336K0.01%+15913F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,471$334K0.02%013F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,431$329K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,402$325K0.01%013F-HRTimeline
FIRST WILSHIRE SECURITIES MANAGEMENT INC2,400$325K0.09%013F-HRTimeline
AMARA FINANCIAL, LLC.2,399$325K0.3%+613F-HRTimeline
AdvisorNet Financial, Inc2,388$323K0.03%-5413F-HRTimeline
CENTRAL BANK & TRUST CO2,382$322K0.05%013F-HRTimeline
Argent Trust Co2,378$322K0.01%013F-HRTimeline
ShoreHaven Wealth Partners, LLC2,376$322K0.15%-313F-HRTimeline
Mayflower Financial Advisors, LLC2,350$318K0.05%013F-HRTimeline
HBK Sorce Advisory LLC2,348$318K0.01%013F-HRTimeline
YHB Investment Advisors, Inc.2,346$318K0.03%-2513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,336$316K0.04%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,330$315K0.07%013F-HRTimeline
Prosperity Planning, Inc.2,330$315K0.1%+713F-HRTimeline
WealthTrust Axiom LLC2,320$314K0.09%013F-HRTimeline
Foundations Investment Advisors, LLC2,316$314K0.01%-9,65313F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,309$313K0.06%013F-HRTimeline
Geneos Wealth Management Inc.2,306$312K0.01%-2013F-HRTimeline
LaFleur & Godfrey LLC2,300$311K0.04%013F-HR/ATimeline
Ackerman Capital Advisors, LLC2,300$311K0.08%013F-HRTimeline
Bensler, LLC2,289$310K0.04%-27813F-HRTimeline
Heritage Wealth Advisors2,288$310K0.02%013F-HRTimeline
Paragon Capital Management Ltd2,284$309K0.06%013F-HRTimeline
Freedom Investment Management, Inc.2,270$307K0.03%+18113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,268$307K0.03%013F-HRTimeline
Security National Bank2,265$307K0.04%013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,262$306K0.19%13F-HRTimeline
Essex LLC2,260$306K0.06%013F-HRTimeline
Transcendent Capital Group LLC2,260$306K0.16%+60213F-HRTimeline
WARNER FINANCIAL, INC2,236$303K0.13%+213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,234$302K<0.01%new13F-HRTimelineGroup
Capital Market Strategies LLC2,231$302K0.17%-2413F-HRTimeline
Safeguard Financial, LLC2,230$302K0.07%new13F-HRTimeline
Clarity Asset Management, Inc.2,220$301K0.2%+613F-HRTimeline
PIONEER TRUST BANK N A/OR2,200$298K0.07%013F-HRTimeline
Richard P Slaughter Associates Inc2,200$298K0.07%+6313F-HRTimeline
Curi Capital, LLC2,197$297K0.01%-213F-HRTimeline
Pure Financial Advisors, LLC2,191$297K0.01%+3313F-HRTimeline
Venture Visionary Partners LLC2,177$295K0.01%+10313F-HR/ATimeline
SIGMA INVESTMENT COUNSELORS INC2,170$294K0.02%-63213F-HRTimeline
West Coast Financial LLC2,152$291K0.03%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,150$291K0.03%013F-HRTimeline
Advisory Alpha, LLC2,134$289K0.01%+8813F-HRTimeline
GWN SECURITIES INC.2,080$286K0.08%13F-HRTimeline
AE Wealth Management LLC2,115$286K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,100$284K<0.01%013F-HRTimelineGroup
CONGRESS ASSET MANAGEMENT CO2,096$284K<0.01%new13F-HRTimeline
Commonwealth Financial Services, LLC2,094$284K0.06%-22,18513F-HRTimeline
Cambridge Financial Group, LLC2,093$283K0.12%+5413F-HRTimeline
GC Wealth Management RIA, LLC2,078$281K0.05%013F-HRTimeline
Evergreen Private Wealth LLC2,071$280K0.13%+4513F-HRTimeline
Snowden Capital Advisors LLC2,039$276K0.01%013F-HRTimeline
CFS Investment Advisory Services, LLC2,003$271K0.02%-7313F-HRTimeline
Manchester Capital Management LLC2,000$271K0.03%013F-HRTimeline
Wealthspire Retirement, LLC1,980$268K0.02%new13F-HRTimeline
Sage Financial Management Group, Inc.1,959$265K0.1%-3313F-HRTimeline
TRUST CO OF VERMONT1,949$264K0.01%+57713F-HRTimeline
Eagle Bay Advisors LLC1,942$263K0.17%-2113F-HRTimeline
Summit Financial Strategies, Inc.1,941$263K0.03%-9713F-HRTimeline
MGO ONE SEVEN LLC1,900$257K0.01%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,894$256K0.03%+113F-HRTimeline
Avior Wealth Management, LLC1,883$255K0.01%013F-HRTimeline
CAPITAL CITY TRUST CO/FL1,880$254K0.06%013F-HRTimeline
Graypoint LLC1,870$253K0.02%-14013F-HRTimeline
Compton Wealth Advisory Group, LLC1,845$250K0.06%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,844$250K0.02%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,838$249K0.14%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,835$248K0.02%-1,32413F-HRTimeline
Optimist Retirement Group LLC1,826$247K0.12%+513F-HRTimeline
PFG Advisors1,799$244K0.01%+1113F-HRTimeline
MOTCO1,781$241K0.02%-1513F-HRTimeline
Financial Life Planners1,780$241K0.2%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,780$240K0.04%013F-HRTimeline
PFG Private Wealth Management, LLC1,766$239K0.14%013F-HRTimeline
Destiny Capital Corp/CO1,763$239K0.14%+5713F-HRTimeline
Oak Wealth Advisors LLC1,750$237K0.18%13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,748$237K0.02%013F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…1,735$235K0.08%-2313F-HRTimeline
UPTICK PARTNERS, LLC1,705$231K0.08%-18913F-HRTimeline
PCA Investment Advisory Services Inc.1,704$231K0.11%-1,26913F-HRTimeline
Allodium Investment Consultants, LLC1,690$229K0.19%13F-HRTimeline
PBMares Wealth Management LLC1,684$228K0.05%-513F-HRTimeline
Net Worth Advisory Group1,673$226K0.07%+3813F-HRTimeline
CENTRAL TRUST Co1,672$226K0.01%+68513F-HRTimeline
Gen-Wealth Partners Inc1,669$226K0.1%+8713F-HRTimeline
CHEMUNG CANAL TRUST CO1,664$225K0.05%-15813F-HRTimeline
Heritage Financial Services, LLC1,654$224K0.03%013F-HRTimeline
Perigon Wealth Management, LLC1,613$224K0.01%+6813F-HRTimeline
Keeley-Teton Advisors, LLC1,650$223K0.03%013F-HRTimeline
Beaton Management Co. Inc.1,640$222K0.11%013F-HRTimeline
Confluence Wealth Services, Inc.1,569$222K0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,636$221K0.09%013F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC1,635$221K0.09%+113F-HRTimeline
BRIGHTON JONES LLC1,634$221K0.01%-1,04013F-HR/ATimeline
Gallacher Capital Management LLC1,633$221K0.11%013F-HRTimeline
OLD NATIONAL BANCORP /IN/1,626$220K0.01%-31213F-HRTimeline
Larson Financial Group LLC1,619$219K0.01%-3,01113F-HRTimeline
AMARILLO NATIONAL BANK1,614$218K0.04%new13F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP1,600$217K0.01%013F-HRTimeline
Segment Wealth Management, LLC1,600$217K0.01%013F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC1,595$216K<0.01%new13F-HRTimeline
COZAD ASSET MANAGEMENT INC1,595$216K0.02%new13F-HRTimeline
Twelve Points Wealth Management LLC1,589$215K0.06%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,587$215K<0.01%new13F-HRTimeline
Strategic Blueprint, LLC1,581$214K0.01%new13F-HRTimeline
UNIONVIEW, LLC1,581$214K0.16%+413F-HRTimeline
Maltin Wealth Management, Inc.1,566$212K0.1%-2,52313F-HRTimeline
Riggs Asset Managment Co. Inc.1,563$212K0.06%-62,14613F-HRTimeline
HFG Advisors, Inc.1,533$208K0.18%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,520$206K0.04%13F-HRTimeline
Claro Advisors Inc.1,515$205K0.03%+213F-HRTimeline
Hoxton Planning & Management, LLC1,510$204K0.08%+713F-HRTimeline
Tranquility Partners, LLC1,506$204K0.08%013F-HRTimeline
IFG Advisors, LLC1,502$203K0.04%new13F-HRTimeline
TrinityPoint Wealth, LLC1,491$202K0.03%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,481$201K0.02%new13F-HRTimeline
Garde Capital, Inc.1,477$200K0.01%-7513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,449$196K<0.01%+20613F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,400$196K<0.01%+20013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,435$194K0.02%013F-HRTimeline
Roble, Belko & Company, Inc1,420$192K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,411$191K<0.01%013F-HRTimelineGroup
Kentucky Trust Co1,400$190K0.11%13F-HRTimeline
DUNCKER STREETT & CO INC1,346$182K0.03%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,325$179K0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,307$177K0.02%013F-HRTimeline
EASTERN BANK1,302$176K<0.01%013F-HRTimeline
Bellwether Advisors, LLC1,260$171K0.03%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,265$170K0.08%+17113F-HRTimeline
Investment Research & Advisory Group, I…1,252$169K0.07%013F-HRTimeline
MidAtlantic Capital Management, Inc.1,250$169K0.12%-213F-HRTimeline
Financial Freedom, LLC1,175$159K0.08%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,138$154K<0.01%013F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.1,125$152K0.06%+313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,067$150K0.01%-313F-HRTimeline
Windsor Advisory Group, LLC1,104$149K0.17%013F-HRTimeline
HM PAYSON & CO1,101$149K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,075$145K0.01%+113F-HRTimeline
Tidemark, LLC1,068$145K0.06%+313F-HRTimeline
Spectrum Wealth Counsel, LLC1,052$142K0.02%-1,64713F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…1,024$139K0.03%+90013F-HRTimeline
Laurel Wealth Advisors LLC1,008$136K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.1,000$135K<0.01%013F-HRTimeline
Insight Inv LLC963$130K0.09%+53713F-HRTimeline
Stephens Consulting, LLC921$125K0.03%-1113F-HRTimeline
Mechanics Financial Corp916$124K0.06%013F-HRTimeline
Realta Investment Advisors900$124K0.05%new13F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC913$124K0.02%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC896$121K0.02%013F-HRTimeline
Bogart Wealth, LLC884$120K0.01%013F-HRTimeline
COUNTRY TRUST BANK849$115K<0.01%013F-HRTimeline
one8zero8, LLC829$112K0.02%13F-HRTimeline
GPS Wealth Strategies Group, LLC801$108K0.01%-1513F-HRTimeline