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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
BankPlus Trust Departmentin group BankPlus Trust Department411$51.2K0.02%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…408$50.8K0.04%013F-HRTimeline
Creative Capital Management Investments…404$50.3K0.02%+30013F-HRTimeline
Smithfield Trust Co402$50K<0.01%013F-HRTimeline
Powell Investment Advisors, LLC400$49.8K0.02%013F-HRTimeline
Citizens National Bank Trust Department400$49.8K0.01%013F-HRTimeline
CoreCap Advisors, LLC394$49.1K<0.01%-20013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …390$49K<0.01%013F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.390$48.6K0.03%+12913F-HRTimeline
Cedar Mountain Advisors, LLC377$47K0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton375$46.7K0.01%013F-HRTimeline
Rise Advisors, LLC367$45.7K0.02%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management363$45.2K<0.01%-713F-HRTimelineGroup
OAKWORTH CAPITAL, INC.358$44.6K<0.01%013F-HRTimeline
Robinswood Financial LLC346$43.1K0.02%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB340$42.3K<0.01%013F-HRTimeline
Perkins Coie Trust Co312$38.8K0.01%-5813F-HRTimeline
Darwin Wealth Management, LLC281$38.1K0.01%013F-HRTimeline
Legacies Wealth LLC305$38K0.03%-2,18413F-HRTimeline
Founders Financial Alliance, LLC294$36.6K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC291$36.2K0.01%013F-HRTimeline
Independence Bank of Kentucky280$34.9K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC279$34.7K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.278$34.6K<0.01%-3113F-HRTimeline
Horizons Wealth Management270$33.6K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC263$32.7K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC256$31.9K<0.01%-12013F-HRTimeline
CX Institutional239$30K<0.01%new13F-HRTimeline
True Wealth Design, LLC240$29.9K0.01%013F-HRTimeline
Sage Mountain Advisors LLC237$29.5K<0.01%013F-HRTimeline
Legacy Bridge, LLC236$29.4K0.02%013F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/236$29.4K0.01%new13F-HRTimelineGroup
Palouse Capital Management, Inc.232$28.9K0.02%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.224$27.9K0.02%013F-HRTimeline
Perritt Capital Management Inc203$25.3K0.01%+113F-HRTimeline
TruNorth Capital Management, LLC200$24.9K0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC200$24.9K0.01%-30013F-HRTimeline
Atala Financial Inc200$24.9K0.02%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…200$24.9K<0.01%013F-HRTimeline
Bank of New Hampshire196$24.4K0.01%013F-HRTimeline
SITTNER & NELSON, LLC187$23.3K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC180$22.4K0.02%013F-HRTimeline
WOLFF WIESE MAGANA LLC174$21.7K0.01%013F-HRTimeline
SIGNATUREFD, LLC170$21.2K<0.01%+1713F-HRTimeline
Physician Wealth Advisors, Inc.169$21K<0.01%013F-HRTimeline
CNB Bank164$20.4K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT161$20.1K<0.01%013F-HRTimeline
Community Bank, N.A.160$19.9K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC158$19.7K0.01%013F-HRTimeline
Integrity Financial Corp /WA150$18.7K0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC134$16.7K0.01%013F-HRTimeline
North Star Investment Management Corp.127$15.8K<0.01%013F-HRTimeline
EPG Wealth Management LLC122$15.2K<0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC112$13.9K<0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC112$13.9K<0.01%-94013F-HRTimeline
Avalon Trust Co108$13.4K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC106$13.2K0.01%new13F-HRTimeline
Hughes Financial Services, LLC105$13.1K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.104$12.9K<0.01%new13F-HRTimeline
Register Financial Advisors LLC101$12.6K0.01%-21413F-HRTimeline
Jackson Hole Capital Partners, LLC100$12.4K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC100$12.4K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.98$12.2K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.96$12K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC88$11K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD86$10.7K0.01%013F-HRTimeline
Transce3nd, LLC83$10.3K<0.01%-1413F-HRTimeline
BARRETT & COMPANY, INC.80$9.96K<0.01%013F-HRTimeline
AlphaCore Capital LLC76$9.51K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co75$9.34K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC71$8.84K<0.01%-513F-HR/ATimeline
Running Point Capital Advisors, LLC69$8.59K<0.01%new13F-HRTimeline
Crewe Advisors LLC68$8.47K<0.01%013F-HRTimeline
GAMMA Investing LLC65$8.09K<0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…61$7.59K<0.01%+913F-HRTimelineGroup
Brooklyn Investment Group61$7.52K<0.01%013F-HRTimeline
Sound Income Strategies, LLC54$6.72K<0.01%013F-HRTimeline
HOWE & RUSLING INC53$6.6K<0.01%-713F-HRTimeline
Millstone Evans Group, LLC52$6.47K<0.01%new13F-HRTimeline
West Branch Capital LLC51$6.31K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN50$6.22K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC50$6.22K<0.01%013F-HRTimeline
Archer Investment Corp49$6.04K<0.01%+113F-HRTimeline
Smartleaf Asset Management LLC44$5.43K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV40$4.98K<0.01%013F-HRTimeline
FSA Wealth Management LLC39$4.86K<0.01%-3313F-HRTimeline
DHJJ Financial Advisors, Ltd.38$4.73K<0.01%+3413F-HRTimeline
Addison Advisors LLC35$4.36K<0.01%-9513F-HRTimeline
Christopher J. Hasenberg, Inc32$3.99K<0.01%013F-HRTimeline
Beacon Capital Management, LLC30$3.75K<0.01%013F-HRTimeline
Global Trust Asset Management, LLC28$3.49K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp25$3.11K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC25$2.96K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$2.74K<0.01%new13F-HRTimelineGroup
Armor Investment Advisors, LLC20$2.49K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…15$1.87K<0.01%-22513F-HRTimeline
Runnymede Capital Advisors, Inc.10$1.25K<0.01%013F-HRTimeline
Abound Wealth Management9$1.13K<0.01%013F-HRTimeline
Aspect Partners, LLC6$747<0.01%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC5$630<0.01%+113F-HRTimeline
Cape Investment Advisory, Inc.4$498<0.01%013F-HRTimeline
Heck Capital Advisors, LLC3$374<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC3$374<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC2$275<0.01%013F-HRTimeline
Rialto Wealth Management, LLC2$249<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC1$147<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1$124<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,06713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.