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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
Royal Fund Management, LLC3,006$401K0.04%+1,26313F-HRTimeline
GREAT LAKES ADVISORS, LLC2,971$395K<0.01%-1413F-HRTimeline
LOWE BROCKENBROUGH & CO INC2,934$390K0.02%-1613F-HRTimeline
Breakwater Capital Group2,927$389K0.06%+113F-HRTimeline
True Link Financial Advisors, LLC2,912$387K0.03%-1,90013F-HRTimeline
Glen Eagle Advisors, LLC2,904$386K0.06%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,887$384K<0.01%+5513F-HRTimelineGroup
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,739$378K0.02%013F-HRTimelineGroup
Liberty Capital Management, Inc.2,834$377K0.08%+113F-HRTimeline
KPP Advisory Services LLC2,811$374K0.06%-34713F-HR/ATimeline
Inlight Wealth Management, LLC2,804$373K0.19%013F-HRTimeline
Full Sail Capital, LLC2,800$373K0.02%-25013F-HRTimeline
All Terrain Financial Advisors, LLC2,777$369K0.13%-1013F-HRTimeline
Essential Planning, LLC.2,740$365K0.14%013F-HRTimeline
NTV Asset Management LLC2,704$360K0.04%013F-HRTimeline
SAXON INTERESTS, INC.2,889$360K0.17%013F-HRTimeline
Crescent Grove Advisors, LLC2,669$355K0.03%-10513F-HRTimeline
Axis Wealth Partners, LLC2,659$354K0.23%new13F-HRTimeline
Compass Ion Advisors, LLC2,655$353K0.04%-5813F-HRTimeline
Vestmark Advisory Solutions, Inc.2,635$351K0.01%new13F-HRTimeline
NIXON PEABODY TRUST CO2,625$349K0.03%+61513F-HRTimeline
Corundum Group, Inc.2,600$346K0.15%013F-HRTimeline
Park Edge Advisors, LLC2,600$346K0.09%013F-HRTimeline
Eagle Strategies LLC2,585$344K0.05%+3813F-HRTimeline
Atlas Brown,Inc.2,583$344K0.11%-7813F-HRTimeline
Nilsine Partners, LLC2,579$343K0.03%-45613F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc2,563$341K0.2%+27713F-HRTimeline
Sensible Money, LLC2,501$333K0.13%-1013F-HRTimeline
Mechanics Bank Trust Department2,500$333K0.05%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,496$332K<0.01%-5,06913F-HRTimelineGroup
Argent Trust Co2,493$332K0.01%+11513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,477$330K0.01%+2913F-HRTimeline
D.A. DAVIDSON & CO.2,474$329K<0.01%-12113F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,471$329K0.02%013F-HRTimeline
CRA Financial Services, LLC2,450$326K0.05%-5013F-HRTimeline
21 West Wealth Management LLC2,432$324K0.33%13F-HRTimeline
GWN SECURITIES INC.2,398$319K0.06%-29813F-HRTimeline
Cambridge Financial Group, LLC2,397$319K0.12%+14813F-HRTimeline
HBK Sorce Advisory LLC2,390$318K0.01%+4213F-HRTimeline
CENTRAL BANK & TRUST CO2,382$317K0.05%013F-HRTimeline
Prosperity Planning, Inc.2,361$314K0.09%+2213F-HRTimeline
TRUST CO OF VERMONT2,355$313K0.01%+4013F-HRTimeline
Mayflower Financial Advisors, LLC2,350$313K0.04%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp2,349$313K0.01%013F-HRTimelineGroup
YHB Investment Advisors, Inc.2,346$312K0.02%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,336$311K0.04%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,330$310K0.07%013F-HRTimeline
WealthTrust Axiom LLC2,320$309K0.09%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,317$308K0.13%-2813F-HRTimeline
Capital Investment Advisors, LLC2,314$308K0.01%-9013F-HR/ATimeline
WEDBUSH SECURITIES INC2,305$307K0.01%-44713F-HRTimeline
LaFleur & Godfrey LLC2,300$306K0.04%013F-HRTimeline
Ackerman Capital Advisors, LLC2,300$306K0.07%013F-HRTimeline
Private Wealth Asset Management, LLC2,290$305K0.04%013F-HRTimeline
Heritage Wealth Advisors2,288$304K0.01%013F-HRTimeline
Procyon Advisors, LLC2,288$304K0.03%new13F-HRTimeline
Bensler, LLC2,283$304K0.03%013F-HRTimeline
Summit Financial Strategies, Inc.2,279$303K0.03%+45713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC2,275$303K0.01%013F-HRTimelineGroup
Security National Bank2,265$301K0.05%013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,265$301K0.06%-4413F-HRTimeline
ShoreHaven Wealth Partners, LLC2,259$301K0.12%013F-HRTimeline
Compton Wealth Advisory Group, LLC2,255$300K0.08%+41013F-HRTimeline
Foundations Investment Advisors, LLC2,246$299K<0.01%+11513F-HRTimeline
WARNER FINANCIAL, INC2,240$298K0.12%+213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,234$297K0.02%-3413F-HRTimeline
Clarity Asset Management, Inc.2,230$297K0.18%+613F-HRTimeline
AdvisorNet Financial, Inc2,222$296K0.02%-16713F-HRTimeline
Eagle Bay Advisors LLC2,216$295K0.24%-3413F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,206$294K0.02%new13F-HRTimeline
PIONEER TRUST BANK N A/OR2,200$293K0.07%013F-HRTimeline
Goodwin Investment Advisory2,189$291K0.34%-30013F-HRTimeline
Essex LLC2,180$290K0.06%-8013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,150$286K0.03%013F-HRTimeline
COZAD ASSET MANAGEMENT INC2,130$283K0.02%-19013F-HR/ATimeline
Capital Market Strategies LLC2,106$280K0.19%+3813F-HRTimeline
HARBOUR INVESTMENTS, INC.2,094$279K0.01%-25713F-HRTimeline
Avior Wealth Management, LLC2,084$277K0.01%+20013F-HRTimeline
MGO ONE SEVEN LLC2,075$276K0.01%013F-HRTimeline
Advisory Alpha, LLC2,047$272K0.01%013F-HRTimeline
Snowden Capital Advisors LLC2,039$271K0.01%013F-HRTimeline
Manchester Capital Management LLC2,000$266K0.04%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,992$265K<0.01%+1,50013F-HRTimeline
CFS Investment Advisory Services, LLC1,976$263K0.02%-2513F-HRTimeline
Paragon Capital Management Ltd1,959$261K0.05%-30513F-HRTimeline
Richmond Investment Services, LLC1,939$258K0.05%new13F-HRTimeline
FLOW TRADERS U.S. LLC1,921$256K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,913$255K<0.01%+39313F-HRTimelineGroup
Venture Visionary Partners LLC1,911$254K0.01%-24613F-HRTimeline
Evergreen Private Wealth LLC1,895$252K0.11%-9413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,895$252K0.02%-2513F-HRTimeline
WealthPlan Investment Management, LLC1,894$252K0.02%new13F-HRTimeline
Intrua Financial, LLC1,887$251K0.04%-6813F-HRTimeline
Sage Financial Management Group, Inc.1,888$251K0.09%013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …1,870$249K0.04%-65013F-HRTimeline
Gen-Wealth Partners Inc1,859$247K0.1%+2313F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,844$245K0.02%013F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,838$245K0.13%013F-HRTimeline
Optimist Retirement Group LLC1,834$244K0.12%+413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,820$242K0.03%-7613F-HRTimeline
New Age Alpha Advisors, LLC1,806$240K0.01%new13F-HRTimeline
MOTCO1,781$238K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,780$236K0.04%013F-HRTimeline
TWO SIGMA SECURITIES, LLC1,769$235K0.03%new13F-HRTimeline
PFG Private Wealth Management, LLC1,766$235K0.12%013F-HRTimeline
Oak Wealth Advisors LLC1,750$233K0.15%013F-HRTimeline
Composition Wealth, LLC1,729$230K<0.01%new13F-HRTimeline
Capital Investment Counsel, LLC1,728$230K0.04%new13F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,696$226K0.01%-4713F-HRTimelineGroup
Gladstone Institutional Advisory LLC1,693$225K0.01%new13F-HRTimeline
Slow Capital, Inc.1,691$225K0.03%-74213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC1,690$225K0.07%+5513F-HRTimeline
Cornell Pochily Investment Advisors, In…1,688$225K0.07%+213F-HRTimeline
B. Riley Wealth Advisors, Inc.1,683$224K0.01%-2,66813F-HRTimeline
CHEMUNG CANAL TRUST CO1,664$221K0.05%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)1,650$220K<0.01%new13F-HRTimelineGroup
Beaton Management Co. Inc.1,640$218K0.11%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,636$218K0.04%013F-HRTimeline
Gallacher Capital Management LLC1,633$217K0.1%013F-HRTimeline
Perigon Wealth Management, LLC1,629$217K0.01%+1513F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP1,600$213K0.01%new13F-HRTimeline
Segment Wealth Management, LLC1,600$213K0.01%new13F-HRTimeline
Twelve Points Wealth Management LLC1,589$211K0.06%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,571$209K0.02%new13F-HRTimelineGroup
Confluence Wealth Services, Inc.1,569$209K0.01%new13F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.1,520$202K<0.01%new13F-HRTimeline
Hoxton Planning & Management, LLC1,510$201K0.07%new13F-HRTimeline
Tranquility Partners, LLC1,506$200K0.07%new13F-HRTimeline
Armstrong, Fleming & Moore, Inc1,505$200K0.11%new13F-HRTimeline
IFG Advisors, LLC1,504$200K0.03%new13F-HRTimeline
Garde Capital, Inc.1,477$197K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,422$189K0.03%-20013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,411$188K<0.01%013F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,400$186K<0.01%013F-HRTimeline
Kentucky Trust Co1,400$186K0.11%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,366$182K<0.01%+6413F-HR/ATimelineGroup
EASTERN BANK1,302$173K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC1,251$166K0.02%-42713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,192$159K0.01%-11513F-HRTimeline
Financial Freedom, LLC1,180$157K0.08%+213F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,174$156K0.09%+1,01613F-HRTimeline
ALERUS FINANCIAL NA1,140$152K0.01%new13F-HRTimeline
Larson Financial Group LLC1,139$152K0.01%-48113F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,130$150K0.06%+313F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,125$150K<0.01%-97513F-HRTimelineGroup
Windsor Advisory Group, LLC1,104$147K0.21%013F-HRTimeline
HM PAYSON & CO1,101$146K<0.01%013F-HRTimeline
Nordwand Advisors, LLC1,100$146K0.02%new13F-HRTimeline
DUNCKER STREETT & CO INC1,083$144K0.03%-26313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,077$143K0.01%+113F-HRTimeline
United Community Bankin group United Community Bank1,047$139K0.05%013F-HRTimelineGroup
AE Wealth Management LLC1,030$137K<0.01%-16613F-HRTimeline
Tidemark, LLC1,027$137K0.04%-5113F-HRTimeline
TD Waterhouse Canada Inc.1,000$134K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.999$133K0.01%-17313F-HRTimeline
CENTRAL TRUST Co987$131K<0.01%-68513F-HRTimeline
Insight Inv LLC963$128K0.09%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…939$125K<0.01%+1613F-HRTimelineGroup
Mechanics Financial Corp916$122K0.05%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC913$121K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC898$119K<0.01%+113F-HRTimeline
Riggs Asset Managment Co. Inc.856$114K0.03%-32913F-HRTimeline
Bogart Wealth, LLC847$113K<0.01%-2213F-HRTimeline
one8zero8, LLC829$110K0.03%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC800$106K<0.01%013F-HRTimeline
Bellwether Advisors, LLC754$100K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC747$99.4K0.01%-2113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC747$99.4K<0.01%-25413F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC661$87.9K0.01%013F-HRTimeline
ATWOOD & PALMER INC658$87.5K0.01%013F-HRTimeline
FIRST FINANCIAL CORP /IN/600$79.8K0.04%013F-HRTimeline
Blue Trust, Inc.600$79.8K<0.01%013F-HRTimeline
Financial Perspectives, Inc595$79.1K0.02%+513F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC592$78.8K<0.01%-17313F-HRTimeline
CarsonAllaria Wealth Management, Ltd.589$78.5K0.04%+19913F-HRTimeline
Nalls Sherbakoff Group, LLC588$78.2K0.06%013F-HRTimeline
Painted Porch Advisors LLC587$78.1K0.03%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC586$78K0.02%+113F-HRTimeline
Topsail Wealth Management, LLC576$76.6K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…570$75.8K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC559$74.4K0.06%013F-HRTimeline
FIRST UNITED BANK & TRUST550$73.2K0.03%-12013F-HRTimeline
Kings Path Partners LLC546$72.6K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC540$71.8K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp535$71.2K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…535$71.2K0.01%-7013F-HRTimeline
COUNTRY TRUST BANK524$69.7K<0.01%-32513F-HRTimeline
Peachtree Investment Partners, LLC518$68.9K0.03%+113F-HRTimeline
Caldwell Trust Co514$68.4K0.01%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/500$66.5K0.03%+26413F-HR/ATimelineGroup
Hilltop National Bank500$66.5K0.02%13F-HRTimeline
Longview Financial Advisors LLC500$66.5K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC492$65.5K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC486$64.7K<0.01%-11013F-HR/ATimeline
Princeton Global Asset Management LLC484$64.4K0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners477$63.5K0.01%-313F-HRTimelineGroup
Pinnacle Bancorp, Inc.471$62.7K0.02%013F-HRTimeline
Bullock Wealth Management Group467$62.5K0.03%+113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC470$62.5K0.02%013F-HRTimeline
Strategic Wealth Investment Group, LLC455$60.5K0.09%new13F-HRTimeline