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Disclosery

IJT ISHARES TR

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S&P SML 600 GWT (fund)

762 managers (773 13F filers) reported a position in IJT shares at 2025-12-31, 27,704,695 shares in all. 42 filers opened a position and 40 filers sold out during the quarter.

Managers
762
13F filers
773
New
42
Added
229
Reduced
234
Sold out
40
Shares held by filers
27,704,695

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
United Community Bankin group United Community Bank1,047$148K0.06%013F-HRTimelineGroup
CENTRAL TRUST Co1,008$142K<0.01%+2113F-HRTimeline
Laurel Wealth Advisors LLC1,008$142K0.02%new13F-HRTimeline
DUNCKER STREETT & CO INC1,007$142K0.03%-7613F-HRTimeline
TD Waterhouse Canada Inc.1,000$141K<0.01%013F-HRTimeline
Tidemark, LLC977$138K0.04%-1813F-HRTimeline
Security National Bank954$135K0.02%-1,31113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.928$131K0.01%-7113F-HRTimeline
Aptus Capital Advisors, LLC920$130K<0.01%+1413F-HRTimeline
Mechanics Financial Corp916$129K0.05%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC913$129K0.01%013F-HRTimeline
one8zero8, LLC829$117K0.03%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC800$113K<0.01%-21513F-HRTimeline
GAMMA Investing LLC786$111K0.01%+76713F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC762$108K0.01%new13F-HRTimeline
IFC & Insurance Marketing, Inc.752$106K0.11%13F-HRTimeline
Insight Inv LLC722$102K0.06%-4013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC661$93.3K0.01%013F-HRTimeline
ATWOOD & PALMER INC658$92.9K0.01%013F-HRTimeline
Sunrise Financial Services, LLC634$89.5K0.07%13F-HRTimeline
Princeton Global Asset Management LLC610$86.1K0.01%+12613F-HRTimeline
FIRST FINANCIAL CORP /IN/600$84.7K0.03%013F-HRTimeline
Financial Perspectives, Inc597$84.3K0.02%+113F-HRTimeline
Nalls Sherbakoff Group, LLC588$83K0.06%013F-HRTimeline
Topsail Wealth Management, LLC576$81.3K0.01%013F-HRTimeline
Basepoint Wealth LLC574$81.1K0.05%new13F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…570$80.5K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…559$78.9K<0.01%+48113F-HRTimelineGroup
FIRST UNITED BANK & TRUST550$77.6K0.02%013F-HRTimeline
Kings Path Partners LLC546$77.1K0.03%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC540$76.2K0.01%013F-HRTimeline
SIMA Wealth Partners, LLC536$75.7K0.06%-2313F-HRTimeline
Monetary Solutions, Ltd526$74.2K0.07%13F-HRTimeline
COUNTRY TRUST BANK524$74K<0.01%013F-HRTimeline
Peachtree Investment Partners, LLC521$73.5K0.02%+213F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/500$70.6K0.03%013F-HRTimelineGroup
Hilltop National Bank500$70.6K0.02%013F-HRTimeline
Longview Financial Advisors LLC500$70.6K0.04%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC492$69.5K<0.01%013F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners474$66.8K0.01%013F-HRTimelineGroup
Pinnacle Bancorp, Inc.471$66.5K0.02%013F-HRTimeline
ACIMA PRIVATE WEALTH, LLC470$66.3K0.02%013F-HRTimeline
Bullock Wealth Management Group470$66.3K0.03%+213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…470$66.3K<0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding452$63.8K-1Timeline
AMERIFLEX GROUP, INC.450$63.5K0.03%new13F-HRTimeline
Root Financial Partners, LLC441$62.3K<0.01%-513F-HRTimeline
Wealth Preservation Advisors, LLC438$61.8K0.03%013F-HRTimeline
Smithfield Trust Co424$60K<0.01%+2213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC419$59.1K<0.01%-47413F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department411$58K0.02%013F-HRTimelineGroup
MONTAG A & ASSOCIATES INC400$56.5K<0.01%new13F-HRTimeline
Powell Investment Advisors, LLC400$56.5K0.02%013F-HRTimeline
Citizens National Bank Trust Department400$56.5K0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …390$56.3K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC380$53.6K0.01%+113F-HRTimeline
Three Bearings Fiduciary Advisors, Inc.360$53.2K0.05%13F-HRTimeline
Creative Capital Management Investments…377$53.2K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.358$50.5K<0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.353$49.8K<0.01%-7213F-HRTimeline
Robinswood Financial LLC349$49.3K0.02%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB340$48K<0.01%013F-HRTimeline
GGM Financial LLC313$44.2K0.02%+113F-HRTimeline
Perkins Coie Trust Co312$44K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…309$43.6K0.02%-9913F-HRTimeline
TRUST CO OF TOLEDO NA /OH/308$43.5K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC304$42.9K0.01%+1013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management300$42.3K<0.01%-12413F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.299$42K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Walsh & Associates, LLC295$41.6K0.04%13F-HRTimeline
Motiv8 Investments LLC288$41K0.02%new13F-HRTimeline
Biltmore Family Office, LLC284$40.1K0.01%new13F-HRTimeline
Independence Bank of Kentucky280$39.5K<0.01%013F-HRTimeline
Horizons Wealth Management270$38.1K0.03%013F-HRTimeline
HHM Wealth Advisors, LLC263$37.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.257$36.3K<0.01%+13013F-HRTimeline
Smartleaf Asset Management LLC251$36K<0.01%new13F-HRTimeline
Caldwell Trust Co253$35.7K<0.01%013F-HRTimeline
Legacy Bridge, LLC236$33.3K0.01%013F-HRTimeline
Palouse Capital Management, Inc.232$32.7K0.02%013F-HRTimeline
CX Institutional224$32K<0.01%+113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.224$31.6K0.01%013F-HRTimeline
Sound Income Strategies, LLC208$31.4K<0.01%+15413F-HRTimeline
Capital Investment Advisory Services, L…220$31.1K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC220$31K0.01%+113F-HRTimeline
RED REEF ADVISORS LLC211$29.8K0.03%13F-HRTimeline
GPS Wealth Strategies Group, LLC210$29.7K0.03%-53713F-HRTimeline
LOWE BROCKENBROUGH & CO INC204$28.8K<0.01%-2,68613F-HRTimeline
TUCKER ASSET MANAGEMENT LLC203$28.7K0.01%-413F-HRTimeline
SITTNER & NELSON, LLC187$28.6K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC200$28.2K<0.01%013F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…200$28.2K<0.01%013F-HRTimeline
Bank of New Hampshire196$27.7K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton194$27.4K0.01%013F-HRTimeline
Signature Resources Capital Management,…189$26.7K0.01%+18813F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC180$25.4K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC178$25.1K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC177$24.9K0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC174$24.6K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.169$23.9K<0.01%013F-HRTimeline
CNB Bank164$23.1K0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT163$23K<0.01%+113F-HRTimeline
Washington Trust Advisors, Inc.162$22.9K<0.01%013F-HRTimeline
Community Bank, N.A.160$22.6K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC152$21.5K0.01%+113F-HRTimeline
True Wealth Design, LLC142$20K0.01%-2013F-HRTimeline
American Wealth Advisors, LLC133$18.8K0.02%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…130$18.4K0.01%13F-HRTimeline
Planning Project LLC125$17.6K<0.01%13F-HRTimeline
Wealth Enhancement Trust Services, Inc.113$16K<0.01%13F-HRTimeline
Cordgrass Capital Advisors, LLC112$15.8K<0.01%013F-HRTimeline
Avalon Trust Co108$15.2K<0.01%013F-HRTimeline
EPG Wealth Management LLC108$15.2K<0.01%013F-HRTimeline
Hughes Financial Services, LLC105$14.8K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.104$14.7K<0.01%013F-HRTimeline
Team Financial Group, LLC104$14.7K0.01%013F-HRTimeline
Register Financial Advisors LLC101$14.3K0.01%013F-HRTimeline
Sankala Group LLC93$14.2K0.01%13F-HRTimeline
Jackson Hole Capital Partners, LLC100$14.1K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.97$13.7K<0.01%+3113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.96$13.6K<0.01%013F-HRTimeline
Imprint Wealth LLC95$13.4K0.06%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.88$12.4K<0.01%new13F-HRTimelineGroup
Kilter Group LLC88$12.4K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC88$12.4K<0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD86$12.1K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.80$11.3K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co75$10.6K<0.01%013F-HRTimeline
SIGNATUREFD, LLC75$10.6K<0.01%-2513F-HRTimeline
Murphy & Mullick Capital Management Corp70$9.88K0.01%013F-HRTimeline
Crewe Advisors LLC68$9.6K<0.01%013F-HRTimeline
Navalign, LLC64$9.03K<0.01%new13F-HRTimeline
Chung Wu Investment Group, LLC62$8.75K0.01%013F-HRTimeline
Millstone Evans Group, LLC52$7.34K<0.01%013F-HRTimeline
United Financial Planning Group LLC52$7.34K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.48$6.78K<0.01%new13F-HRTimelineGroup
WEST PACES ADVISORS INC.45$6.35K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV40$5.65K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC40$5.65K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.38$5.37K<0.01%013F-HRTimeline
Addison Advisors LLC35$4.94K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC35$4.94K<0.01%013F-HRTimeline
Abound Wealth Management34$4.82K<0.01%-2013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…33$4.66K<0.01%+1513F-HRTimeline
Strive Financial Group ,LLC31$4.38K<0.01%13F-HR/ATimeline
Archer Investment Corp30$4.19K<0.01%-1913F-HRTimeline
Cornerstone Planning Group LLC25$3.72K<0.01%013F-HRTimeline
Elyxium Wealth, LLC26$3.67K<0.01%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV25$3.58K<0.01%013F-HRTimeline
HOWE & RUSLING INC25$3.52K<0.01%013F-HRTimeline
Estate Planners Group, LLC22$3.05K<0.01%13F-HRTimeline
Golden State Wealth Management, LLC21$2.96K<0.01%-5013F-HRTimeline
Armor Investment Advisors, LLC20$2.82K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.19$2.68K<0.01%13F-HRTimeline
Global Trust Asset Management, LLC18$2.54K<0.01%013F-HRTimeline
VAN DEN BERG MANAGEMENT I, INC17$2.4K<0.01%new13F-HRTimeline
Dunhill Financial, LLC10$1.41K<0.01%013F-HRTimeline
SHP Wealth Management8$1.13K<0.01%13F-HRTimeline
CoreCap Advisors, LLC4$565<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.4$565<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC3$423<0.01%013F-HRTimeline
Qube Research & Technologies Ltd1$141<0.01%013F-HRTimeline