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Disclosery

IJT ISHARES TR

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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
Chokshi & Queen Wealth Advisors, Inc2,853$404K0.21%+29013F-HRTimeline
Liberty Capital Management, Inc.2,834$401K0.08%013F-HRTimeline
NIXON PEABODY TRUST CO2,820$399K0.03%+19513F-HRTimeline
Inlight Wealth Management, LLC2,804$397K0.19%013F-HRTimeline
KPP Advisory Services LLC2,801$396K0.06%-1013F-HRTimeline
Full Sail Capital, LLC2,800$396K0.02%013F-HRTimeline
All Terrain Financial Advisors, LLC2,762$391K0.13%-1513F-HRTimeline
Essential Planning, LLC.2,740$388K0.13%013F-HRTimeline
DEARBORN PARTNERS LLC3,196$380K0.02%-1,00013F-HRTimeline
Crescent Grove Advisors, LLC2,669$378K0.04%013F-HRTimeline
Compass Ion Advisors, LLC2,658$376K0.04%+313F-HRTimeline
Grove Bank & Trust2,652$375K0.04%-1,64813F-HRTimeline
Corundum Group, Inc.2,600$368K0.15%013F-HRTimeline
Park Edge Advisors, LLC2,600$368K0.08%013F-HRTimeline
Atlas Brown,Inc.2,585$366K0.11%+213F-HRTimeline
Pure Financial Advisors, LLC2,584$366K0.01%-48313F-HRTimeline
Geneos Wealth Management Inc.2,577$365K0.01%-13,00113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,505$354K0.01%+2813F-HRTimeline
Sensible Money, LLC2,494$353K0.12%-713F-HRTimeline
Argent Trust Co2,493$353K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,471$350K0.02%013F-HRTimeline
NTV Asset Management LLC2,456$348K0.04%-24813F-HRTimeline
HBK Sorce Advisory LLC2,432$346K0.01%+4213F-HR/ATimeline
21 West Wealth Management LLC2,432$344K0.33%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,402$342K0.12%+8513F-HRTimeline
D.A. DAVIDSON & CO.2,416$342K<0.01%-5813F-HRTimeline
VANGUARD GROUP INCin group VANGUARD GROUP INC2,400$340K<0.01%-2,44013F-HRTimelineGroup
WEDBUSH SECURITIES INC2,393$339K0.01%+8813F-HRTimeline
Cambridge Financial Group, LLC2,391$338K0.11%-613F-HRTimeline
CENTRAL BANK & TRUST CO2,382$337K0.05%013F-HRTimeline
TRUST CO OF VERMONT2,355$333K0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC2,350$333K0.04%013F-HRTimeline
YHB Investment Advisors, Inc.2,346$332K0.02%013F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC2,336$331K0.03%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO2,330$330K0.07%013F-HRTimeline
Capital Investment Advisors, LLC2,320$328K0.01%+613F-HRTimeline
WealthTrust Axiom LLC2,320$328K0.09%013F-HRTimeline
LaFleur & Godfrey LLC2,300$325K0.04%013F-HRTimeline
Ackerman Capital Advisors, LLC2,300$325K0.07%013F-HRTimeline
Prosperity Planning, Inc.2,299$325K0.09%-6213F-HRTimeline
Heritage Wealth Advisors2,288$324K0.01%013F-HRTimeline
Procyon Advisors, LLC2,288$324K0.02%013F-HRTimeline
Eagle Strategies LLC2,270$321K0.04%-31513F-HRTimeline
OLD NATIONAL BANCORP /IN/2,267$321K0.01%new13F-HRTimeline
Security National Bank2,265$320K0.05%013F-HRTimeline
RAINEY & RANDALL WEALTH ADVISORS INC.2,265$320K0.05%013F-HRTimeline
Strategic Wealth Investment Group, LLC2,260$320K0.03%+1,80513F-HRTimeline
ShoreHaven Wealth Partners, LLC2,259$320K0.12%013F-HRTimeline
Compton Wealth Advisory Group, LLC2,255$319K0.07%013F-HRTimeline
WARNER FINANCIAL, INC2,242$317K0.12%+213F-HRTimeline
Clarity Asset Management, Inc.2,234$316K0.18%+413F-HRTimeline
Summit Financial Strategies, Inc.2,224$315K0.03%-5513F-HRTimeline
Avior Wealth Management, LLC2,220$314K0.01%+13613F-HRTimeline
PIONEER TRUST BANK N A/OR2,200$311K0.07%013F-HRTimeline
Goodwin Investment Advisory2,189$310K0.33%013F-HRTimeline
Sterling Investment Counsel, LLC2,180$308K0.1%new13F-HRTimeline
Essex LLC2,180$308K0.06%013F-HRTimeline
FLOW TRADERS U.S. LLC2,173$307K0.01%+25213F-HRTimeline
COZAD ASSET MANAGEMENT INC2,155$305K0.02%+2513F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,150$304K0.03%013F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC2,134$302K0.02%-7213F-HRTimeline
CRA Financial Services, LLC2,100$297K0.04%-35013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,096$297K0.01%+213F-HRTimeline
MGO ONE SEVEN LLC2,075$294K0.01%013F-HRTimeline
Advisory Alpha, LLC2,047$291K0.01%013F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT2,048$290K0.14%13F-HRTimeline
Equity Wealth Partners, LLC2,030$287K0.23%13F-HRTimeline
Evergreen Private Wealth LLC2,025$287K0.12%+13013F-HRTimeline
AdvisorNet Financial, Inc2,011$284K0.02%-21113F-HRTimeline
Snowden Capital Advisors LLC2,009$284K0.01%-3013F-HRTimeline
Manchester Capital Management LLC2,000$283K0.04%013F-HRTimeline
Bensler, LLC1,996$282K0.03%-28713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,992$282K<0.01%013F-HRTimeline
CFS Investment Advisory Services, LLC1,949$280K0.02%-2713F-HRTimeline
Paragon Capital Management Ltd1,959$277K0.05%013F-HRTimeline
Pinnacle Wealth Management Advisory Gro…1,957$277K0.02%-27713F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC1,933$273K0.02%+3813F-HRTimeline
Venture Visionary Partners LLC1,911$270K0.01%013F-HRTimeline
WealthPlan Investment Management, LLC1,894$268K0.02%013F-HRTimeline
Intrua Financial, LLC1,887$267K0.03%013F-HRTimeline
Nilsine Partners, LLC1,885$267K0.02%-69413F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …1,870$265K0.04%013F-HRTimeline
Gen-Wealth Partners Inc1,859$263K0.09%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION1,844$261K0.02%013F-HRTimeline
GWN SECURITIES INC.1,843$261K0.06%-55513F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK1,838$260K0.13%013F-HRTimeline
Optimist Retirement Group LLC1,838$260K0.12%+413F-HRTimeline
Vawter Financial, Ltd.1,823$258K0.12%new13F-HR/ATimeline
CAHILL FINANCIAL ADVISORS INC1,821$258K0.03%+113F-HRTimeline
Capital Investment Counsel, LLC1,816$257K0.04%+8813F-HRTimeline
Sage Financial Management Group, Inc.1,813$257K0.08%-7513F-HRTimeline
Net Worth Advisory Group1,811$256K0.07%-11,97213F-HRTimeline
PFG Advisors1,809$256K0.01%new13F-HRTimeline
Rede Wealth, LLC1,791$253K0.2%new13F-HRTimeline
Eagle Bay Advisors LLC1,791$253K0.2%-42513F-HRTimeline
Richmond Investment Services, LLC1,781$252K0.05%-15813F-HRTimeline
MOTCO1,774$251K0.02%-713F-HRTimeline
Oak Wealth Advisors LLC1,750$248K0.14%013F-HRTimeline
Strive Asset Management, LLC1,741$246K0.13%-3,56213F-HR/ATimeline
Cornell Pochily Investment Advisors, In…1,690$239K0.07%+213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT1,667$236K0.01%-2913F-HRTimelineGroup
Independent Advisor Alliance1,666$236K0.01%new13F-HRTimeline
CHEMUNG CANAL TRUST CO1,664$235K0.05%013F-HRTimeline
Balboa Wealth Partners1,659$235K0.04%new13F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)1,650$233K<0.01%013F-HRTimelineGroup
Beaton Management Co. Inc.1,640$232K0.11%013F-HRTimeline
BURLING WEALTH PARTNERS, LLC1,636$231K0.04%013F-HRTimeline
Gallacher Capital Management LLC1,633$231K0.09%013F-HRTimeline
Composition Wealth, LLC1,611$228K<0.01%-11813F-HRTimeline
BBR PARTNERS, LLC1,600$226K0.01%new13F-HRTimeline
Segment Wealth Management, LLC1,600$226K0.01%013F-HRTimeline
Gladstone Institutional Advisory LLC1,600$226K0.01%-9313F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP1,600$226K0.01%013F-HRTimeline
Freedom Investment Management, Inc.1,593$225K0.06%-2,37113F-HRTimeline
Twelve Points Wealth Management LLC1,589$225K0.06%013F-HRTimeline
Confluence Wealth Services, Inc.1,569$222K0.01%013F-HRTimeline
Total Clarity Wealth Management, Inc.1,562$221K0.06%new13F-HRTimeline
Curi Capital, LLC1,561$221K<0.01%new13F-HRTimeline
Perigon Wealth Management, LLC1,547$219K<0.01%-8213F-HRTimeline
Hoxton Planning & Management, LLC1,542$218K0.07%+3213F-HRTimeline
UPTICK PARTNERS, LLC1,535$217K0.06%new13F-HRTimeline
AE Wealth Management LLC1,507$213K<0.01%+47713F-HRTimeline
Tranquility Partners, LLC1,506$213K0.07%013F-HRTimeline
IFG Advisors, LLC1,505$213K0.03%+113F-HRTimeline
Armstrong, Fleming & Moore, Inc1,505$213K0.1%013F-HRTimeline
Valmark Advisers, Inc.1,501$212K<0.01%new13F-HRTimeline
Garde Capital, Inc.1,499$212K0.01%+2213F-HRTimeline
Allodium Investment Consultants, LLC1,496$212K0.12%new13F-HRTimeline
Financial Life Planners1,487$210K0.14%new13F-HRTimeline
Cordatus Wealth Management LLC1,486$210K0.05%-59,95513F-HRTimeline
Slow Capital, Inc.1,485$210K0.02%-20613F-HRTimeline
White Knight Strategic Wealth Advisors,…1,474$209K0.16%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC1,472$208K0.1%new13F-HRTimeline
Ironwood Investment Counsel, LLC1,469$208K0.03%new13F-HRTimeline
Objective Capital Management, LLC1,459$206K0.21%new13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC1,457$206K0.01%-81813F-HRTimelineGroup
MidAtlantic Capital Management, Inc.1,455$206K0.14%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1,449$205K0.01%-90013F-HRTimelineGroup
Waldron Private Wealth LLC1,442$204K0.01%new13F-HRTimeline
Security Financial Services, INC.1,440$204K0.03%new13F-HRTimeline
Noble Family Wealth, LLC1,432$203K0.04%new13F-HRTimeline
BRIGHTON JONES LLC1,429$202K<0.01%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,427$202K0.02%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,411$200K<0.01%013F-HRTimelineGroup
Kentucky Trust Co1,375$195K0.11%-2513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,370$194K<0.01%+83513F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,340$191K<0.01%-6013F-HRTimeline
EASTERN BANK1,302$184K<0.01%013F-HRTimeline
Larson Financial Group LLC1,253$177K0.01%+11413F-HRTimeline
N.E.W. Advisory Services LLC1,252$177K0.02%+113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,250$177K0.02%-17213F-HRTimelineGroup
Bogart Wealth, LLC1,240$175K0.01%+39313F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,192$169K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,185$168K0.01%new13F-HRTimeline
Financial Freedom, LLC1,183$167K0.08%+313F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,174$166K0.09%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,144$162K<0.01%+20513F-HRTimelineGroup
ALERUS FINANCIAL NA1,140$161K0.01%013F-HRTimeline
Orion Capital Management LLC1,137$161K0.06%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,132$160K0.05%+213F-HRTimeline
Peck Wealth Management, LLC1,112$157K0.15%13F-HRTimeline
Windsor Advisory Group, LLC1,104$156K0.14%013F-HRTimeline
HM PAYSON & CO1,101$156K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC1,083$153K0.03%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,077$152K0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC1,073$152K0.02%new13F-HRTimeline
United Community Bankin group United Community Bank1,047$148K0.05%013F-HRTimelineGroup
CHILTON CAPITAL MANAGEMENT LLC1,015$144K<0.01%+21513F-HRTimeline
TD Waterhouse Canada Inc.1,000$141K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.999$141K0.01%013F-HRTimeline
Tidemark, LLC995$141K0.04%-3213F-HRTimeline
CENTRAL TRUST Co987$140K<0.01%013F-HRTimeline
Mechanics Financial Corp916$130K0.05%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC913$129K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC906$128K<0.01%+813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC893$126K<0.01%-1,02013F-HRTimelineGroup
one8zero8, LLC829$117K0.03%013F-HRTimeline
Insight Inv LLC762$108K0.06%-20113F-HRTimeline
GPS Wealth Strategies Group, LLC747$106K0.01%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC661$93.5K0.01%013F-HRTimeline
ATWOOD & PALMER INC658$93.1K0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC626$88.6K<0.01%+3413F-HRTimeline
FIRST FINANCIAL CORP /IN/600$84.9K0.03%013F-HRTimeline
Blue Trust, Inc.600$84.9K<0.01%013F-HRTimeline
Financial Perspectives, Inc596$84.3K0.02%+113F-HRTimeline
Nalls Sherbakoff Group, LLC588$83.2K0.06%013F-HRTimeline
Painted Porch Advisors LLC587$83.1K0.03%013F-HRTimeline
Topsail Wealth Management, LLC576$81.5K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…570$80.7K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC559$79.1K0.06%013F-HRTimeline
FIRST UNITED BANK & TRUST550$77.8K0.03%013F-HRTimeline
Kings Path Partners LLC546$77.3K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC540$76.4K0.01%013F-HRTimeline
COUNTRY TRUST BANK524$74.1K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC519$73.4K0.03%+113F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/500$70.8K0.03%013F-HRTimelineGroup
Hilltop National Bank500$70.8K0.02%013F-HRTimeline
Longview Financial Advisors LLC500$70.8K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC492$69.6K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC486$68.8K<0.01%013F-HRTimeline