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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
Sheaff Brock Investment Advisors, LLC3,040$378K0.03%013F-HRTimeline
Nilsine Partners, LLC3,035$378K0.04%013F-HRTimeline
Betterment LLC3,031$377K<0.01%+25413F-HRTimeline
GREAT LAKES ADVISORS, LLC2,985$372K<0.01%-39,02013F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,950$367K0.02%-6413F-HRTimeline
Breakwater Capital Group2,926$364K0.06%+5713F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC2,908$362K0.02%+39513F-HRTimeline
Glen Eagle Advisors, LLC2,904$362K0.06%-1513F-HRTimeline
SAXON INTERESTS, INC.2,889$360K0.17%-11413F-HRTimeline
Sterling Investment Counsel, LLC2,880$359K0.12%new13F-HRTimeline
Liberty Capital Management, Inc.2,833$353K0.08%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,832$353K<0.01%+25813F-HRTimelineGroup
Inlight Wealth Management, LLC2,804$349K0.22%013F-HRTimeline
All Terrain Financial Advisors, LLC2,787$347K0.14%-1613F-HRTimeline
Crescent Grove Advisors, LLC2,774$345K0.04%013F-HRTimeline
Quantinno Capital Management LP2,759$344K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC2,752$343K0.01%+4213F-HRTimeline
Essential Planning, LLC.2,740$341K0.14%-222,43013F-HRTimeline
Compass Ion Advisors, LLC2,713$338K0.04%-55913F-HRTimeline
NTV Asset Management LLC2,704$337K0.04%013F-HRTimeline
GWN SECURITIES INC.2,696$336K0.02%+61613F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,739$334K0.02%+113F-HRTimelineGroup
Atlas Brown,Inc.2,661$331K0.12%-413F-HRTimeline
Sequoia Financial Advisors, LLC2,642$329K<0.01%-4,90713F-HRTimeline
Corundum Group, Inc.2,600$324K0.16%013F-HRTimeline
Park Edge Advisors, LLC2,600$324K0.09%013F-HRTimeline
D.A. DAVIDSON & CO.2,595$323K<0.01%-12,22213F-HRTimeline
WORLD EQUITY GROUP, INC.2,583$322K0.09%new13F-HRTimeline
Eagle Strategies LLC2,547$317K0.06%-2313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …2,520$314K0.05%013F-HRTimeline
Sensible Money, LLC2,511$313K0.13%+2113F-HRTimeline
Mechanics Bank Trust Department2,500$311K0.04%013F-HRTimeline
CRA Financial Services, LLC2,500$311K0.05%013F-HRTimeline
Goodwin Investment Advisory2,489$310K0.48%-12613F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,471$308K0.02%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,448$305K0.01%-3113F-HRTimeline
Slow Capital, Inc.2,433$303K0.04%-4,03113F-HRTimeline
Capital Investment Advisors, LLC2,404$299K0.01%-36113F-HRTimeline
Transcendent Capital Group LLC2,391$298K0.17%+13113F-HRTimeline
AdvisorNet Financial, Inc2,389$297K0.02%+113F-HRTimeline
CENTRAL BANK & TRUST CO2,382$297K0.05%013F-HRTimeline
Argent Trust Co2,378$296K0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,345$293K0.13%+1,08013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,351$293K0.01%-5113F-HRTimeline
Mayflower Financial Advisors, LLC2,350$293K0.04%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,349$292K0.01%+1,02413F-HRTimelineGroup
HBK Sorce Advisory LLC2,348$292K0.01%013F-HRTimeline
YHB Investment Advisors, Inc.2,346$292K0.02%013F-HRTimeline
Prosperity Planning, Inc.2,339$291K0.09%+913F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,336$291K0.04%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,330$290K0.07%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,320$289K0.03%+72513F-HRTimeline
WealthTrust Axiom LLC2,320$289K0.09%013F-HRTimeline
TRUST CO OF VERMONT2,315$288K0.01%+36613F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,309$287K0.06%013F-HRTimeline
LaFleur & Godfrey LLC2,300$286K0.04%013F-HRTimeline
Ackerman Capital Advisors, LLC2,300$286K0.08%013F-HRTimeline
Private Wealth Asset Management, LLC2,290$285K0.04%13F-HRTimeline
Heritage Wealth Advisors2,288$285K0.01%013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,286$285K0.19%+2413F-HRTimeline
Bensler, LLC2,283$284K0.04%-613F-HRTimeline
Fisher Asset Management, LLC2,277$284K<0.01%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,275$283K0.01%new13F-HRTimelineGroup
Pinnacle Wealth Management Advisory Gro…2,268$282K0.03%013F-HRTimeline
Security National Bank2,265$282K0.05%013F-HRTimeline
Paragon Capital Management Ltd2,264$282K0.06%-2013F-HRTimeline
Essex LLC2,260$281K0.06%013F-HRTimeline
ShoreHaven Wealth Partners, LLC2,259$281K0.13%-11713F-HRTimeline
Eagle Bay Advisors LLC2,250$280K0.24%+30813F-HRTimeline
Cambridge Financial Group, LLC2,249$280K0.12%+15613F-HRTimeline
WARNER FINANCIAL, INC2,238$279K0.12%+213F-HRTimeline
Clarity Asset Management, Inc.2,224$277K0.18%+413F-HRTimeline
PIONEER TRUST BANK N A/OR2,200$274K0.07%013F-HRTimeline
Pure Financial Advisors, LLC2,191$273K0.01%013F-HRTimeline
Venture Visionary Partners LLC2,157$269K0.01%-2013F-HRTimeline
West Coast Financial LLC2,152$268K0.03%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,150$268K0.03%013F-HRTimeline
Foundations Investment Advisors, LLC2,131$265K<0.01%-18513F-HRTimeline
GC Wealth Management RIA, LLC2,097$261K0.05%+1913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,100$261K<0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC2,075$258K0.01%+17513F-HRTimeline
Capital Market Strategies LLC2,068$257K0.17%-16313F-HRTimeline
Advisory Alpha, LLC2,047$255K0.01%-8713F-HR/ATimeline
Snowden Capital Advisors LLC2,039$254K0.01%013F-HRTimeline
NIXON PEABODY TRUST CO2,010$250K0.02%new13F-HRTimeline
CFS Investment Advisory Services, LLC2,001$249K0.02%-213F-HRTimeline
Manchester Capital Management LLC2,000$249K0.03%013F-HRTimeline
Evergreen Private Wealth LLC1,989$248K0.12%-8213F-HRTimeline
Intrua Financial, LLC1,955$243K0.04%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,920$239K0.02%+43913F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC1,896$236K0.03%+213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC1,891$235K<0.01%-17,54513F-HR/ATimelineGroup
Sage Financial Management Group, Inc.1,888$235K0.09%-7113F-HRTimeline
Avior Wealth Management, LLC1,884$235K0.01%+113F-HRTimeline
Graypoint LLC1,870$233K0.01%013F-HRTimeline
Compton Wealth Advisory Group, LLC1,845$230K0.06%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,844$230K0.02%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,838$229K0.13%013F-HRTimeline
Gen-Wealth Partners Inc1,836$229K0.1%+16713F-HRTimeline
Optimist Retirement Group LLC1,830$228K0.11%+413F-HRTimeline
PFG Advisors1,825$227K0.01%+2613F-HRTimeline
Vawter Financial, Ltd.1,823$227K0.13%new13F-HRTimeline
Summit Financial Strategies, Inc.1,822$227K0.02%-11913F-HRTimeline
MOTCO1,781$222K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,780$221K0.04%013F-HRTimeline
PFG Private Wealth Management, LLC1,766$220K0.12%013F-HRTimeline
Net Worth Advisory Group1,752$218K0.07%+7913F-HRTimeline
Oak Wealth Advisors LLC1,750$218K0.16%013F-HRTimeline
Royal Fund Management, LLC1,743$218K0.03%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,743$217K0.01%-513F-HRTimelineGroup
PBMares Wealth Management LLC1,741$217K0.04%+5713F-HRTimeline
Strategic Blueprint, LLC1,693$211K0.01%+11213F-HRTimeline
Allodium Investment Consultants, LLC1,690$210K0.16%013F-HRTimeline
Cornell Pochily Investment Advisors, In…1,686$210K0.07%-4913F-HRTimeline
N.E.W. Advisory Services LLC1,678$209K0.02%new13F-HRTimeline
CENTRAL TRUST Co1,672$208K0.01%013F-HRTimeline
CHEMUNG CANAL TRUST CO1,664$207K0.05%013F-HRTimeline
Keeley-Teton Advisors, LLC1,650$205K0.02%013F-HRTimeline
Beaton Management Co. Inc.1,640$204K0.11%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,636$204K0.04%+11613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,635$204K0.08%013F-HRTimeline
Gallacher Capital Management LLC1,633$203K0.1%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,622$202K0.03%13F-HRTimelineGroup
Larson Financial Group LLC1,620$202K0.01%+113F-HRTimeline
Perigon Wealth Management, LLC1,614$201K0.01%+113F-HRTimeline
Financial Life Planners1,581$197K0.19%-19913F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,565$195K0.01%-27013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,520$189K<0.01%+7113F-HRTimelineGroup
Garde Capital, Inc.1,477$184K0.01%013F-HRTimeline
Roble, Belko & Company, Inc1,420$177K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,411$176K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,411$176K0.01%+1,06513F-HRTimelineGroup
Kentucky Trust Co1,400$174K0.1%013F-HRTimeline
DUNCKER STREETT & CO INC1,346$168K0.03%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,400$166K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,307$163K0.02%013F-HRTimeline
EASTERN BANK1,302$162K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,302$162K<0.01%+16413F-HRTimelineGroup
Investment Research & Advisory Group, I…1,252$156K0.07%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC1,229$153K0.03%+33313F-HRTimeline
AE Wealth Management LLC1,196$149K<0.01%-91913F-HRTimeline
Riggs Asset Managment Co. Inc.1,185$148K0.04%-37813F-HRTimeline
Financial Freedom, LLC1,178$147K0.08%+313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.1,172$146K0.02%-26313F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,127$140K0.05%+213F-HRTimeline
Windsor Advisory Group, LLC1,104$137K0.18%013F-HRTimeline
HM PAYSON & CO1,101$137K<0.01%013F-HRTimeline
Tidemark, LLC1,078$134K0.05%+1013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,076$134K0.01%+113F-HRTimeline
United Community Bankin group United Community Bank1,047$130K0.05%-58913F-HRTimelineGroup
Laurel Wealth Advisors LLC1,008$125K0.02%013F-HRTimeline
TD Waterhouse Canada Inc.1,000$125K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,001$125K<0.01%+55013F-HRTimeline
Flaharty Asset Management, LLC970$121K0.02%new13F-HRTimeline
Insight Inv LLC963$120K0.08%013F-HRTimeline
Realta Investment Advisors925$115K0.05%+2513F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…923$115K<0.01%+81713F-HRTimelineGroup
Stephens Consulting, LLC921$115K0.03%013F-HRTimeline
Mechanics Financial Corp916$114K0.05%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC913$114K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC897$112K<0.01%+34713F-HRTimeline
Bogart Wealth, LLC869$108K0.01%-1513F-HRTimeline
COUNTRY TRUST BANK849$106K<0.01%013F-HR/ATimeline
one8zero8, LLC829$103K0.02%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC800$99.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC768$95.7K0.01%-3313F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC765$95.2K<0.01%+3613F-HRTimeline
Bellwether Advisors, LLC754$93.9K0.02%-50613F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV730$90.9K0.04%013F-HRTimeline
FIRST UNITED BANK & TRUST670$83.4K0.03%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC661$82.3K0.01%013F-HRTimeline
ATWOOD & PALMER INC658$81.9K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…605$75.3K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/600$74.7K0.04%013F-HRTimeline
Blue Trust, Inc.600$74.7K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC596$74.2K<0.01%-12813F-HRTimeline
Financial Perspectives, Inc590$73.4K0.03%+613F-HRTimeline
Nalls Sherbakoff Group, LLC588$73.2K0.06%13F-HRTimeline
Sandy Spring Bank587$73.1K<0.01%013F-HRTimeline
Painted Porch Advisors LLC587$73.1K0.03%-6413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC585$72.8K0.02%+113F-HRTimeline
Topsail Wealth Management, LLC576$71.7K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…570$71K0.01%-6813F-HRTimeline
SIMA Wealth Partners, LLC559$69.6K0.06%013F-HRTimeline
Continuum Advisory, LLC552$68.7K0.01%013F-HRTimeline
Kings Path Partners LLC546$68K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC540$67.2K0.01%013F-HRTimeline
Peachtree Investment Partners, LLC517$64.3K0.03%+113F-HRTimeline
Caldwell Trust Co514$64K0.01%013F-HRTimeline
Lindbrook Capital, LLC508$63.2K0.01%013F-HRTimeline
Longview Financial Advisors LLC500$62.2K0.04%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC492$61.3K<0.01%-1,09513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC492$61.3K<0.01%+42213F-HRTimelineGroup
Princeton Global Asset Management LLC484$60.3K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners480$59.8K0.01%-613F-HRTimelineGroup
Pinnacle Bancorp, Inc.471$58.6K0.02%-3013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC470$58.5K0.02%013F-HRTimeline
Bullock Wealth Management Group466$58.1K0.03%+113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding454$56.5K-1Timeline
Wealth Preservation Advisors, LLC438$54.5K0.04%13F-HRTimeline