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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
CHILTON CAPITAL MANAGEMENT LLC800$108K<0.01%013F-HRTimeline
Synergy Investment Management, LLC781$106K0.05%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV730$98.8K0.04%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC729$98.7K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC724$98K<0.01%+12813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Menard Financial Group LLC684$92.6K0.06%new13F-HRTimeline
FIRST UNITED BANK & TRUST670$90.7K0.03%013F-HRTimeline
Qube Research & Technologies Ltd666$90.2K<0.01%new13F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC661$89.5K0.01%013F-HRTimeline
ATWOOD & PALMER INC658$89.1K0.01%013F-HRTimeline
Painted Porch Advisors LLC651$88.1K0.04%013F-HRTimeline
Coppell Advisory Solutions LLC640$86.8K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…638$86.4K0.02%013F-HRTimeline
Measured Risk Portfolios, Inc.628$85K0.09%13F-HRTimeline
Capital Investment Advisory Services, L…605$81.9K0.01%+38513F-HRTimeline
FIRST FINANCIAL CORP /IN/600$81.2K0.04%013F-HRTimeline
Blue Trust, Inc.600$81.2K<0.01%013F-HR/ATimeline
CoreCap Advisors, LLC594$80.4K<0.01%+413F-HRTimeline
Sandy Spring Bank587$79.5K<0.01%013F-HRTimeline
Financial Perspectives, Inc584$79.1K0.03%+3213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC584$79K0.02%+213F-HRTimeline
Topsail Wealth Management, LLC576$78K0.02%13F-HRTimeline
SIMA Wealth Partners, LLC559$75.7K0.06%013F-HRTimeline
Continuum Advisory, LLC552$74.7K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC550$74.4K<0.01%-2413F-HRTimeline
Kings Path Partners LLC546$73.9K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC540$73.1K0.01%013F-HRTimeline
Peachtree Investment Partners, LLC516$69.8K0.03%+213F-HRTimeline
Caldwell Trust Co514$69.6K0.01%013F-HRTimeline
Lindbrook Capital, LLC508$68.8K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.501$67.8K0.02%-1113F-HRTimeline
Hilltop National Bank500$67.7K0.02%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC500$67.7K0.02%new13F-HRTimeline
Longview Financial Advisors LLC500$67.7K0.05%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners486$65.8K0.01%+3013F-HRTimelineGroup
Princeton Global Asset Management LLC484$65.5K0.01%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC470$63.6K0.02%013F-HRTimeline
Bullock Wealth Management Group465$63K0.04%+113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding455$61.7K0Timeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC451$61.1K<0.01%+21713F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department411$55.6K0.02%13F-HRTimelineGroup
Vermillion & White Wealth Management Gr…408$55.2K0.04%013F-HRTimeline
Powell Investment Advisors, LLC400$54.1K0.03%013F-HRTimeline
Citizens National Bank Trust Department400$54.1K0.01%013F-HRTimeline
Mainstream Capital Management LLC400$54.1K0.04%new13F-HRTimeline
Smithfield Trust Co402$54K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …390$53.5K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC376$50.9K0.01%+113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC376$50.9K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton375$50.8K0.01%013F-HRTimeline
Perkins Coie Trust Co370$50.1K0.01%+5813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management370$50K<0.01%-1413F-HRTimelineGroup
Rise Advisors, LLC366$49.6K0.02%+113F-HRTimeline
OAKWORTH CAPITAL, INC.358$48.5K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…346$46.8K<0.01%-16,15313F-HRTimelineGroup
Robinswood Financial LLC345$46.8K0.02%+113F-HRTimeline
Founders Capital Management341$46.2K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB340$46K<0.01%013F-HRTimeline
Register Financial Advisors LLC315$42.6K0.02%new13F-HRTimeline
BOK Financial Private Wealth, Inc.309$41.9K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC294$39.8K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC291$39.4K0.01%-12313F-HRTimeline
Darwin Wealth Management, LLC281$38.1K0.01%013F-HR/ATimeline
Independence Bank of Kentucky280$37.9K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC279$37.8K<0.01%013F-HRTimeline
Horizons Wealth Management270$36.5K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC263$35.6K<0.01%013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.261$35.4K0.02%+13413F-HRTimeline
True Wealth Design, LLC240$32.5K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…240$32.5K0.01%-313F-HRTimeline
Sage Mountain Advisors LLC237$32.1K<0.01%013F-HRTimeline
Legacy Bridge, LLC236$31.9K0.02%013F-HRTimeline
Palouse Capital Management, Inc.232$31.4K0.02%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.224$30.4K0.02%013F-HRTimeline
Perritt Capital Management Inc202$27.4K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…200$27.1K<0.01%013F-HR/ATimeline
TruNorth Capital Management, LLC200$27.1K0.01%013F-HRTimeline
Atala Financial Inc200$27.1K0.02%13F-HRTimeline
Bank of New Hampshire196$26.5K0.01%013F-HRTimeline
SITTNER & NELSON, LLC187$25.3K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC180$24.4K0.02%13F-HRTimeline
WOLFF WIESE MAGANA LLC174$23.6K0.02%013F-HRTimeline
Physician Wealth Advisors, Inc.169$22.9K<0.01%new13F-HRTimeline
CNB Bank164$22.2K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT161$21.8K<0.01%013F-HRTimeline
Community Bank, N.A.160$21.7K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC159$21.5K0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC158$21.4K0.01%-7513F-HRTimeline
SIGNATUREFD, LLC153$20.7K<0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC152$20.6K<0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC150$20.4K0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC134$18K0.01%13F-HRTimeline
Addison Advisors LLC130$17.6K<0.01%013F-HRTimeline
North Star Investment Management Corp.127$17.2K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC124$16.8K<0.01%013F-HR/ATimeline
EPG Wealth Management LLC122$16.5K<0.01%-10213F-HRTimeline
Cordgrass Capital Advisors, LLC112$15.2K<0.01%013F-HRTimeline
Avalon Trust Co108$14.6K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…106$14.3K<0.01%013F-HRTimelineGroup
Creative Capital Management Investments…104$14.1K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC100$13.5K<0.01%13F-HRTimeline
Transce3nd, LLC97$13.1K<0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.96$13K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC92$12.5K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC88$11.9K<0.01%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD86$11.6K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.80$10.8K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC76$10.3K<0.01%13F-HRTimeline
Indiana Trust & Investment Management Co75$10.2K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC80$10K<0.01%+4313F-HRTimeline
FSA Wealth Management LLC72$9.75K<0.01%-113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC70$9.48K<0.01%013F-HRTimelineGroup
Crewe Advisors LLC68$9.21K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC66$8.93K<0.01%new13F-HRTimeline
Sachetta, LLC62$8.44K<0.01%013F-HRTimeline
Brooklyn Investment Group61$8.18K<0.01%new13F-HRTimeline
HOWE & RUSLING INC60$8.12K<0.01%+5313F-HRTimeline
Sound Income Strategies, LLC54$7.31K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…52$7.04K<0.01%+4613F-HRTimelineGroup
West Branch Capital LLC51$6.84K<0.01%+113F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN50$6.77K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC50$6.77K<0.01%013F-HRTimeline
Archer Investment Corp48$6.55K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV40$5.42K<0.01%013F-HRTimeline
Legend Financial Advisors, Inc.38$5.14K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc32$4.33K<0.01%-164,61213F-HRTimeline
Noble Wealth Management PBC32$4.33K<0.01%13F-HRTimeline
Beacon Capital Management, LLC30$4.07K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC28$3.79K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp25$3.38K<0.01%13F-HRTimeline
RE Dickinson Investment Advisors, LLC2,494$3.38K0.19%-94313F-HR/ATimeline
Marshall & Sterling Wealth Advisors Inc.24$3.25K<0.01%13F-HRTimeline
Armor Investment Advisors, LLC20$2.71K<0.01%013F-HRTimeline
Runnymede Capital Advisors, Inc.10$1.35K<0.01%13F-HRTimeline
Abound Wealth Management9$1.22K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC4$548<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.4$542<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.4$541<0.01%013F-HRTimeline
Heck Capital Advisors, LLC3$406<0.01%-10013F-HR/ATimeline
Provenance Wealth Advisors, LLC3$406<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC2$299<0.01%013F-HRTimeline
Rialto Wealth Management, LLC2$271<0.01%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1$135<0.01%-213F-HRTimelineGroup
REAP Financial Group, LLC1$68<0.01%new13F-HRTimeline