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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
Colonial Trust Advisorsgroup of 2 filers holding455$60.5K+1Timeline
Wealth Preservation Advisors, LLC438$58.3K0.04%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department411$54.7K0.02%013F-HRTimelineGroup
Vermillion & White Wealth Management Gr…408$54.3K0.04%013F-HRTimeline
Smithfield Trust Co402$54K<0.01%013F-HRTimeline
Powell Investment Advisors, LLC400$53.2K0.02%013F-HRTimeline
Citizens National Bank Trust Department400$53.2K0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …390$52.6K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC378$50.3K0.01%+113F-HRTimeline
Creative Capital Management Investments…377$50.2K0.02%-2713F-HRTimeline
Rosenberg Matthew Hamilton364$48.4K0.01%-1113F-HRTimeline
OAKWORTH CAPITAL, INC.358$47.6K<0.01%013F-HRTimeline
Robinswood Financial LLC347$46.2K0.02%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB340$45.2K<0.01%013F-HRTimeline
Perkins Coie Trust Co312$41.5K0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/308$41K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$39.9K<0.01%-6313F-HRTimelineGroup
Founders Financial Alliance, LLC294$39.1K0.01%013F-HRTimeline
Tradewinds Capital Management, LLC291$38.7K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.281$37.4K<0.01%+313F-HRTimeline
Independence Bank of Kentucky280$37.3K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC279$37.1K<0.01%013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.277$36.8K<0.01%-5,69613F-HRTimeline
Beacon Capital Management, LLC271$36K<0.01%+24113F-HRTimeline
Horizons Wealth Management270$35.9K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC263$35K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.256$34.1K0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC255$33.9K0.01%new13F-HRTimeline
Choate Investment Advisors250$33.3K<0.01%new13F-HRTimeline
CX Institutional239$32K<0.01%013F-HR/ATimeline
Legacy Bridge, LLC236$31.4K0.01%013F-HRTimeline
Palouse Capital Management, Inc.232$30.9K0.02%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.224$30K0.02%013F-HRTimeline
True Wealth Design, LLC221$29.4K0.01%-1913F-HRTimeline
Quaker Wealth Management, LLC219$29.1K0.01%new13F-HRTimeline
Rise Advisors, LLC211$28K0.01%-15613F-HRTimeline
Perritt Capital Management Inc203$27.1K0.01%013F-HR/ATimeline
TruNorth Capital Management, LLC200$26.6K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC200$26.6K<0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…200$26.6K<0.01%013F-HRTimeline
Bank of New Hampshire196$26.1K0.01%013F-HRTimeline
SITTNER & NELSON, LLC187$24.9K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC180$23.9K0.02%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC178$23.7K<0.01%-7813F-HRTimeline
WOLFF WIESE MAGANA LLC174$23.1K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.169$22.5K<0.01%013F-HRTimeline
CNB Bank164$21.8K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT162$21.5K<0.01%+113F-HRTimeline
Community Bank, N.A.160$21.3K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC151$20.2K0.01%-13013F-HRTimeline
Integrity Financial Corp /WA150$20K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…149$19.7K0.02%-39,39513F-HR/ATimeline
Brooklyn Investment Group129$17.1K<0.01%+6813F-HR/ATimeline
Wood Tarver Financial Group, LLC134$17K0.01%013F-HRTimeline
North Star Investment Management Corp.127$16.9K<0.01%013F-HRTimeline
EPG Wealth Management LLC122$16.2K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.115$15K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cordgrass Capital Advisors, LLC112$14.9K<0.01%013F-HRTimeline
Avalon Trust Co108$14.4K<0.01%013F-HRTimeline
Hughes Financial Services, LLC105$14.1K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC106$14.1K0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.104$13.8K<0.01%013F-HRTimeline
Team Financial Group, LLC103$13.8K0.01%new13F-HRTimeline
Register Financial Advisors LLC101$13.4K0.01%013F-HRTimeline
SIGNATUREFD, LLC100$13.3K<0.01%-7013F-HRTimeline
Jackson Hole Capital Partners, LLC100$13.3K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.98$13K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.96$12.8K<0.01%013F-HRTimeline
GFG Capital, LLC90$12K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC88$11.7K<0.01%013F-HRTimeline
Kilter Group LLC88$11.7K0.01%new13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD86$11.4K0.01%013F-HRTimeline
Transce3nd, LLC83$11K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…80$11K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.80$10.6K<0.01%013F-HRTimeline
HOWE & RUSLING INC78$10.4K<0.01%+2513F-HRTimeline
AlphaCore Capital LLC76$10.2K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co75$9.98K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC71$9.45K<0.01%013F-HRTimeline
Running Point Capital Advisors, LLC69$9.18K<0.01%013F-HRTimeline
Crewe Advisors LLC68$9.05K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.66$8.78K<0.01%13F-HRTimeline
Bell Investment Advisors, Inc64$8.52K<0.01%new13F-HRTimeline
Chung Wu Investment Group, LLC62$8.25K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…61$8.12K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC54$7.18K<0.01%013F-HRTimeline
Millstone Evans Group, LLC52$6.92K<0.01%013F-HRTimeline
Stephens Consulting, LLC51$6.79K<0.01%-87013F-HRTimeline
West Branch Capital LLC51$6.75K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN50$6.65K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC50$6.65K<0.01%013F-HRTimeline
Archer Investment Corp49$6.47K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV40$5.32K<0.01%013F-HRTimeline
FSA Wealth Management LLC39$5.19K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC38$5.09K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.38$5.06K<0.01%013F-HRTimeline
Briaud Financial Planning Inc40$5K<0.01%new13F-HRTimeline
Addison Advisors LLC35$4.66K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp35$4.66K<0.01%+1013F-HRTimeline
Global Trust Asset Management, LLC28$3.73K<0.01%013F-HRTimeline
Signature Resources Capital Management,…26$3.46K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC25$3.36K<0.01%013F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV25$3.35K<0.01%-70513F-HRTimeline
SIMPLEX TRADING, LLC25$3K<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.22$2.94K<0.01%013F-HRTimelineGroup
Providence Capital Advisors, LLC21$2.79K<0.01%new13F-HRTimeline
Armor Investment Advisors, LLC20$2.66K<0.01%013F-HRTimeline
GAMMA Investing LLC19$2.53K<0.01%-4613F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…15$2K<0.01%013F-HRTimeline
Rossby Financial, LCC13$1.73K<0.01%new13F-HRTimeline
Clearstead Trust, LLC11$1.46K<0.01%new13F-HRTimeline
Abound Wealth Management9$1.21K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC6$808<0.01%+113F-HRTimeline
CoreCap Advisors, LLC4$532<0.01%-39013F-HRTimeline
Cape Investment Advisory, Inc.4$532<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC3$400<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC3$399<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC2$295<0.01%013F-HRTimeline
Rialto Wealth Management, LLC2$267<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC1$158<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1$133<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.