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Disclosery

IJT ISHARES TR

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S&P SML 600 GWT (fund)

802 managers (820 13F filers) reported a position in IJT shares at 2026-06-30, 28,982,298 shares in all. 88 filers opened a position and 35 filers sold out during the quarter.

Managers
802
13F filers
820
New
88
Added
227
Reduced
251
Sold out
35
Shares held by filers
28,982,298

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
BridgePort Financial Solutions, LLC1,225$219K0.06%new13F-HRTimeline
Financial Management, Inc.1,224$219K0.18%new13F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,222$218K<0.01%new13F-HRTimeline
Piedmont Capital Management, LLC/NC1,217$217K0.13%013F-HRTimeline
Gladstone Institutional Advisory LLC1,212$216K0.01%new13F-HRTimeline
Mayflower Financial Advisors, LLC1,211$216K0.02%-87113F-HRTimeline
Lionshead Wealth Management, LLC1,200$214K0.14%new13F-HRTimeline
First Citizens Asset Management, Inc.1,196$214K0.07%new13F-HRTimeline
ROCKLAND TRUST CO1,193$213K0.01%new13F-HRTimeline
Financial Freedom, LLC1,190$213K0.1%+213F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,185$212K0.01%013F-HRTimeline
FIDUCIENT ADVISORS LLC1,175$210K0.03%new13F-HRTimeline
Legacy Financial Group LLC1,175$210K0.02%new13F-HRTimeline
Eldridge Investment Advisors, Inc.1,174$210K0.04%new13F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC1,174$210K0.09%013F-HRTimeline
MAINSAIL ASSET MANAGEMENT, LLC1,209$209K0.08%new13F-HRTimeline
Compass Financial Group, Inc. (Ohio)1,166$208K0.14%new13F-HRTimeline
Valued Retirements, Inc.1,166$208K0.19%new13F-HRTimeline
New Insight Wealth Advisors1,165$208K0.06%-33813F-HRTimeline
Elm Partners Management LLC1,164$208K0.01%new13F-HR/ATimeline
CFM WEALTH PARTNERS LLC1,156$206K0.03%new13F-HRTimeline
M3 Advisory Group, LLC1,156$206K0.11%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,149$205K<0.01%-6713F-HRTimelineGroup
Ironwood Investment Counsel, LLC1,149$205K0.03%new13F-HRTimeline
Thrive Wealth Management, LLC1,147$205K0.03%new13F-HRTimeline
Savvy Advisors, Inc.1,147$205K<0.01%new13F-HRTimeline
UPTICK PARTNERS, LLC1,147$205K0.03%new13F-HRTimeline
ALERUS FINANCIAL NA1,140$204K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.1,139$203K0.06%+213F-HRTimeline
SAGE FINANCIAL GROUP INC1,125$201K0.01%new13F-HRTimeline
Valmark Advisers, Inc.1,122$200K<0.01%-51613F-HRTimeline
HM PAYSON & CO1,121$200K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.1,120$200K0.02%new13F-HRTimeline
Windsor Advisory Group, LLC1,104$197K0.14%013F-HRTimeline
Private Wealth Asset Management, LLC1,090$195K0.02%-1,96013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,080$193K0.01%+113F-HRTimeline
CENTRAL TRUST Co1,076$192K<0.01%+6913F-HRTimeline
FINANCIAL CONSULATE, INC1,073$192K0.02%013F-HRTimeline
Tidemark, LLC1,055$188K0.04%+7813F-HRTimeline
United Community Bankin group United Community Bank1,047$187K0.06%013F-HRTimelineGroup
Community Financial Services Group, LLC1,023$181K0.03%+2313F-HRTimeline
DUNCKER STREETT & CO INC1,007$180K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.1,000$177K<0.01%013F-HRTimeline
Security National Bank954$170K0.02%013F-HRTimeline
EASTERN BANK940$168K<0.01%-1313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.928$166K0.01%013F-HR/ATimeline
Mechanics Financial Corp916$164K0.06%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC913$163K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC846$151K0.01%-40713F-HRTimeline
one8zero8, LLC829$148K0.03%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC800$143K<0.01%013F-HRTimeline
GAMMA Investing LLC767$137K0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp752$134K<0.01%-33913F-HRTimelineGroup
Insight Inv LLC692$124K0.06%013F-HRTimeline
ALBION FINANCIAL GROUP /UT679$121K0.01%+51713F-HRTimeline
ATWOOD & PALMER INC658$117K0.01%013F-HRTimeline
Qube Research & Technologies Ltd649$116K<0.01%+57013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC635$113K0.01%+29513F-HRTimelineGroup
LOGAN CAPITAL MANAGEMENT INC626$112K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC610$109K0.02%013F-HRTimeline
Financial Perspectives, Inc610$109K0.03%-113F-HRTimeline
BOK Financial Private Wealth, Inc.609$109K0.01%-3913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…603$108K<0.01%013F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/600$107K0.04%013F-HRTimeline
Nalls Sherbakoff Group, LLC588$105K0.07%013F-HRTimeline
Buck Wealth Strategies, LLC580$104K0.01%new13F-HRTimeline
Basepoint Wealth LLC577$103K0.06%+113F-HRTimeline
Topsail Wealth Management, LLC576$103K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…570$102K0.01%013F-HRTimeline
Sunrise Financial Services, LLC561$100K0.06%013F-HRTimeline
USA FINANCIAL FORMULAS552$98.6K0.02%13F-HRTimeline
FIRST UNITED BANK & TRUST550$98.2K0.03%013F-HRTimeline
Kings Path Partners LLC546$97.5K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC540$96.4K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.536$95.7K0.05%new13F-HRTimeline
Monetary Solutions, Ltd526$93.9K0.08%013F-HRTimeline
COUNTRY TRUST BANK524$93.6K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC521$93K0.03%013F-HRTimeline
Owl Creek Wealth Partners LLC502$89.7K0.03%-8813F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/500$89.3K0.03%013F-HRTimelineGroup
Hilltop National Bank500$89.3K0.02%013F-HRTimeline
Longview Financial Advisors LLC500$89.3K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC492$87.9K<0.01%013F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC486$86.8K<0.01%013F-HRTimeline
Glassman Wealth Services475$84.8K0.01%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT473$84.6K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.471$84.1K0.02%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC470$83.9K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC468$83.6K<0.01%+9513F-HRTimelineGroup
Bullock Wealth Management Group471$83.5K0.04%+113F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners466$83.3K0.01%new13F-HRTimelineGroup
SIMA Wealth Partners, LLC466$83.3K0.06%-7013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding450$80.4K-1Timeline
Continuum Advisory, LLC412$73.6K0.01%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department411$73.4K0.02%013F-HRTimelineGroup
Smithfield Trust Co402$72K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC400$71.4K<0.01%013F-HRTimeline
Powell Investment Advisors, LLC400$71.4K0.02%013F-HRTimeline
Citizens National Bank Trust Department400$71.4K0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …390$68.6K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC381$68.1K0.01%013F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.360$64.3K0.06%013F-HRTimeline
OAKWORTH CAPITAL, INC.358$63.9K<0.01%013F-HRTimeline
Robinswood Financial LLC350$62.5K0.02%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB340$60.7K<0.01%013F-HRTimeline
CoreCap Advisors, LLC337$60.2K<0.01%+7713F-HRTimeline
Highland Investment Advisors LLC332$59.4K0.03%13F-HRTimeline
GGM Financial LLC314$56.1K0.02%013F-HRTimeline
Perkins Coie Trust Co312$55.7K0.01%013F-HRTimeline
Quent Capital, LLC310$55.4K<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/308$55K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC304$54.3K0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.301$54K<0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Caldwell Trust Co296$52.9K<0.01%+4313F-HRTimeline
Walsh & Associates, LLC295$52.7K0.04%013F-HRTimeline
Independence Bank of Kentucky280$50K0.01%013F-HRTimeline
Creative Capital Management Investments…273$48.8K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management267$47.7K<0.01%-3313F-HRTimelineGroup
HHM Wealth Advisors, LLC263$47K<0.01%013F-HRTimeline
JPL Wealth Management, LLC257$45.9K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.255$45.5K0.02%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC250$44.6K<0.01%new13F-HRTimelineGroup
CX Institutional246$44K<0.01%013F-HRTimeline
Legacy Bridge, LLC236$42.1K0.01%013F-HRTimeline
Palouse Capital Management, Inc.232$41.4K0.03%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.224$40K0.02%013F-HRTimeline
Mosley Wealth Management221$39.4K0.01%-1,03713F-HRTimeline
Quaker Wealth Management, LLC220$39.3K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…200$35.7K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton194$34.6K0.01%013F-HRTimeline
GILL CAPITAL PARTNERS, LLC188$33.6K0.01%013F-HRTimeline
SITTNER & NELSON, LLC187$33.4K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC180$32.1K0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS180$32K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC177$31.6K0.02%013F-HRTimeline
WOLFF WIESE MAGANA LLC174$31.1K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.169$30.2K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC164$29.3K<0.01%-1113F-HRTimeline
CNB Bank164$29.3K0.01%013F-HRTimeline
Washington Trust Advisors, Inc.162$28.9K<0.01%013F-HRTimeline
Community Bank, N.A.160$28.6K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.159$28.4K<0.01%+6213F-HRTimeline
Bollard Group LLC152$27K<0.01%new13F-HRTimeline
True Wealth Design, LLC150$26.8K0.01%013F-HRTimeline
Smartleaf Asset Management LLC146$25.8K<0.01%013F-HRTimeline
Coastline Trust Co144$25.7K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…140$25K<0.01%-1,20013F-HRTimeline
HOWE & RUSLING INC135$24.1K<0.01%+11013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC130$23.3K<0.01%13F-HRTimeline
Gunpowder Capital Management, LLC dba O…130$23.2K0.02%013F-HRTimeline
Bank of New Hampshire128$22.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.127$22.7K<0.01%-13013F-HRTimeline
Capital Investment Advisory Services, L…126$22.5K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.113$20.2K<0.01%013F-HR/ATimeline
Cordgrass Capital Advisors, LLC112$20K0.01%-18913F-HRTimeline
TUCKER ASSET MANAGEMENT LLC109$19.5K<0.01%013F-HRTimeline
Avalon Trust Co108$19.3K<0.01%013F-HRTimeline
EPG Wealth Management LLC108$19.3K<0.01%013F-HRTimeline
Hughes Financial Services, LLC105$18.8K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.104$18.6K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…103$18.4K<0.01%013F-HRTimeline
Register Financial Advisors LLC101$18K0.01%013F-HRTimeline
Versant Capital Management, Inc100$17.9K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.96$17.1K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…97$17.1K<0.01%+1013F-HRTimeline
Imprint Wealth LLC95$17K0.07%013F-HRTimeline
Sankala Group LLC93$16.3K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC88$15.7K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD86$15.4K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.80$14.3K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC80$14.3K<0.01%-9813F-HRTimeline
Indiana Trust & Investment Management Co75$13.4K<0.01%013F-HRTimeline
SIGNATUREFD, LLC75$13.4K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.71$12.7K<0.01%+2313F-HRTimelineGroup
Murphy & Mullick Capital Management Corp70$12.5K0.01%013F-HRTimeline
Crewe Advisors LLC68$12.1K<0.01%013F-HRTimeline
Chung Wu Investment Group, LLC62$11.1K0.01%013F-HRTimeline
WealthShield Partners, LLC55$9.82K<0.01%-5,53913F-HRTimeline
RED REEF ADVISORS LLC53$9.49K0.01%-7413F-HRTimeline
Darwin Wealth Management, LLC52$9.3K<0.01%013F-HRTimeline
Millstone Evans Group, LLC52$9.29K0.01%013F-HRTimeline
United Financial Planning Group LLC52$9.29K<0.01%013F-HRTimeline
Activest Wealth Management44$7.86K<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.38$6.79K<0.01%013F-HRTimeline
Main Street Group, LTD34$6.12K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…33$5.89K<0.01%013F-HRTimeline
Strive Financial Group ,LLC31$5.54K<0.01%013F-HR/ATimeline
Archer Investment Corp30$5.31K<0.01%013F-HR/ATimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV25$4.54K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC25$4.3K<0.01%013F-HRTimeline
Synergy Investment Management, LLC22$3.93K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC21$3.75K<0.01%013F-HRTimeline
PlanVest Financial, Inc21$3.69K<0.01%+113F-HRTimeline
Armor Investment Advisors, LLC20$3.57K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.19$3.39K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.19$3.39K<0.01%new13F-HR/ATimeline
Fairman Group, LLC12$2.14K<0.01%new13F-HRTimeline
Dunhill Financial, LLC10$1.79K<0.01%013F-HRTimeline
Abound Wealth Management9$1.63K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…4$1K<0.01%new13F-HRTimeline