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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
MORGAN STANLEYin group MORGAN STANLEY3,190,507$432M0.03%-6,95313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,919,434$260M0.02%+53,48413F-HRTimelineGroup
FMR LLCin group FMR LLC1,355,351$183M0.01%+12,64813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,248,807$169M0.04%+93,77613F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,152,043$156M0.03%+16,85713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,023,028$138M0.09%+3,22813F-HRTimelineGroup
LPL Financial LLC842,916$114M0.05%-20,83613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…705,973$95.6M0.08%+108,63413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC512,470$69.4M0.02%+21,49313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC488,656$66.1M0.1%+84,96313F-HRTimeline
M&T Bank Corpin group M&T Bank Corp468,485$63.4M0.21%-22,62313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO426,367$57.7M<0.01%+80,88613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA396,754$53.7M0.01%+23,91813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC388,154$52.5M0.02%13F-HR/ATimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA365,881$49.5M0.25%-15,94813F-HRTimelineGroup
HighTower Advisors, LLC353,361$47.8M0.07%+23,64013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding342,217$46.3M+17,247Timeline
One Capital Management, LLC326,766$44.2M1.46%-16,32813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC280,440$38M0.08%+2,15913F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC253,823$34.4M0.04%+197,78713F-HRTimelineGroup
Beaumont Financial Advisors, LLC239,852$32.5M2.44%+48,41613F-HRTimeline
Essential Planning, LLC.225,170$31.9M0.21%+221,70413F-HRTimeline
Falcon Wealth Planning231,691$31.4M3.5%+8,80213F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding211,173$28.6M+5,064Timeline
SPC Financial, Inc.197,390$26.7M2.33%+4,37013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS195,831$26.5M0.08%+88513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC194,250$26.3M0.37%-71313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…194,026$26.3M0.07%+2,00213F-HRTimelineGroup
Heartwood Wealth Advisors LLC172,490$23.3M2.63%+1,68613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.169,119$22.9M0.14%+6,45313F-HRTimeline
Mariner, LLCin group Mariner, LLC167,934$22.7M0.04%-91313F-HRTimelineGroup
GHP Investment Advisors, Inc.164,142$22.2M1.04%-1,14813F-HRTimeline
Schneider Downs Wealth Management Advis…163,028$22.1M4.15%+34,95013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP158,117$21.4M0.02%-2,20913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP154,619$20.9M0.03%+5,51913F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…151,792$20.5M0.17%-3,20113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding148,377$20.1M+68,382Timeline
World Investment Advisors147,211$19.9M0.55%+135,28913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP141,122$19.1M0.02%+23,03213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.132,792$18M0.04%+31,51313F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding132,800$18M+13,463Timeline
Cetera Investment Advisers120,381$16.3M0.03%+3,37913F-HRTimeline
Pinnacle Financial Partners Inc116,881$15.9M0.32%+7,92813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP115,942$15.7M0.03%-9,31513F-HRTimelineGroup
Baltimore-Washington Financial Advisors…113,345$15.3M0.79%+3,43813F-HRTimeline
Sterling Financial Planning, Inc.112,378$15.2M5.6%-90213F-HRTimeline
Creative Planningin group Creative Planning103,090$14M0.01%+28,09713F-HRTimelineGroup
RTD Financial Advisors, Inc.102,982$13.9M1.79%+1,65313F-HRTimeline
MATAURO, LLC101,010$13.7M2.96%13F-HRTimeline
Probity Advisors, Inc.99,691$13.5M2.6%-2,13313F-HRTimeline
Palisades Hudson Asset Management, L.P.99,011$13.4M5.65%-1,82113F-HRTimeline
Texas Yale Capital Corp.95,910$13M0.52%+10013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…95,508$12.9M0.05%-1,64013F-HRTimelineGroup
M Holdings Securities, Inc.94,646$12.8M2.07%new13F-HR/ATimeline
MAI Capital Management93,638$12.7M0.09%+13,88313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC92,950$12.6M0.08%-44,32313F-HRTimelineGroup
IFP Advisors, Inc87,550$11.9M0.39%+3,26213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\85,812$11.6M0.02%-13,36413F-HRTimelineGroup
Atria Wealth Solutions, Inc.82,315$11.1M0.12%+14,99713F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding80,718$10.9M+5,600Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.74,970$10.1M0.1%+6,66113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC74,712$10.1M<0.01%-34,42813F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding74,685$10.1M-332Timeline
FRANKLIN RESOURCES INCin group Franklin Resources72,689$9.84M<0.01%+4,11013F-HRTimelineGroup
Keebeck Wealth Management72,559$9.82M1.42%-32,02913F-HRTimeline
Capital Advisors, Ltd. LLC72,412$9.8M1.24%-37913F-HRTimeline
Salomon & Ludwin, LLC69,349$9.39M0.99%-4,17813F-HRTimeline
Steward Partners Investment Advisory, L…67,936$9.2M0.08%-72013F-HRTimeline
Cambridge Investment Research Advisors,…67,720$9.17M0.03%+3,02113F-HRTimeline
Rodgers & Associates, LTD67,197$9.1M1.08%-57213F-HRTimeline
PITTENGER & ANDERSON INC63,450$8.59M0.31%013F-HRTimeline
Cassaday & Co Wealth Management LLC63,219$8.56M0.23%+2,00513F-HRTimeline
UMB Bank, n.a.61,900$8.38M0.13%-2,06913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LAKE STREET PRIVATE WEALTH, LLC61,505$8.33M1.33%+15,91713F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV58,594$7.93M2.59%new13F-HRTimeline
Bedell Frazier Investment Counselling, …58,158$7.87M1.95%new13F-HRTimeline
MML INVESTORS SERVICES, LLC57,624$7.8M0.03%+1,96213F-HRTimeline
SOA Wealth Advisors, LLC.57,407$7.77M1.43%-1,05713F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP55,711$7.54M0.06%+4,12813F-HRTimelineGroup
INSPIRE TRUST CO, N.A.55,663$7.54M1.93%013F-HRTimeline
JFS WEALTH ADVISORS, LLC55,122$7.46M0.51%+3,97713F-HRTimeline
ROVIN CAPITAL /UT/ /ADV54,608$7.39M2.66%+41,63313F-HRTimeline
Financial Advisors Network, Inc.54,292$7.35M1.22%13F-HRTimeline
Sigma Planning Corp54,083$7.32M0.23%-5613F-HRTimeline
Newton One Investments LLC53,835$7.29M2.81%-73713F-HRTimeline
Ifrah Financial Services, Inc.53,167$7.2M1.99%-23713F-HRTimeline
Wilmington Savings Fund Society, FSB52,421$7.1M0.13%-84713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,240$7.07M0.01%-91213F-HR/ATimeline
JMAC ENTERPRISES LLC49,579$6.71M1.05%+21513F-HRTimeline
Azimuth Capital Investment Management L…48,638$6.58M0.26%013F-HRTimeline
Cottage Street Advisors LLC48,421$6.55M3.41%-14813F-HRTimeline
J.W. COLE ADVISORS, INC.47,432$6.42M0.26%+1,13313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC46,694$6.32M0.01%+13,76513F-HRTimelineGroup
Clayton Financial Group LLC46,545$6.3M2.27%+5,04713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…45,973$6.22M0.17%+3,17413F-HRTimelineGroup
Centerpoint Advisors, LLC45,606$6.17M2.16%-1,14113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.44,663$6.05M0.01%-3,65413F-HRTimelineGroup
Gemmer Asset Management LLC44,241$5.99M0.59%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC44,018$5.96M0.05%-14,58613F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.43,888$5.94M0.41%+4,56913F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp43,700$5.92M<0.01%-80,49513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…42,384$5.74M0.23%-4,65213F-HRTimelineGroup
Chicago Partners Investment Group LLC41,967$5.73M0.19%-14,50413F-HRTimeline
Councilor Wealth, LLC42,307$5.73M2.72%-69513F-HRTimeline
GREAT LAKES ADVISORS, LLC42,005$5.69M0.05%-3,21013F-HRTimeline
BOKF, NAin group BOKF, NA40,294$5.4M0.09%-61913F-HRTimelineGroup
Mill Creek Capital Advisors, LLC38,758$5.25M0.13%-29113F-HRTimeline
Compound Planning, Inc.38,380$5.2M0.26%+7,80713F-HRTimeline
COMERICA BANK38,291$5.18M0.02%-2,72813F-HR/ATimeline
Asset Management Group, Inc.37,625$5.09M0.91%-1,27613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/37,432$5.07M<0.01%+12713F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC36,285$4.91M1.32%-57313F-HRTimeline
GREENLEAF TRUST36,130$4.89M0.04%-36013F-HRTimeline
Sunbelt Securities, Inc.36,020$4.88M0.43%+2,96113F-HRTimeline
Sanctuary Advisors, LLC34,244$4.85M0.03%-62413F-HRTimeline
SPRENG CAPITAL MANAGEMENT, INC.34,020$4.61M2%+5,13413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP33,461$4.53M<0.01%+89013F-HRTimelineGroup
Guidance Point Advisors, LLC33,333$4.51M1.27%+1813F-HRTimeline
LTG Capital LLC33,269$4.5M3.78%-19013F-HRTimeline
First Citizens Financial Corp32,574$4.41M2.39%-22613F-HRTimeline
Accretive Wealth Partners, LLC31,894$4.32M1.83%+3113F-HRTimeline
Code Waechter LLC31,855$4.31M3.76%new13F-HRTimeline
Private Advisor Group, LLC31,211$4.23M0.02%-95013F-HRTimeline
M1 Capital Management LLC31,170$4.22M2.28%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV31,132$4.21M0.01%-3,51813F-HRTimeline
1834 INVESTMENT ADVISORS CO30,308$4.1M0.52%-6,11113F-HRTimeline
FIRST MERCHANTS CORP30,280$4.1M0.16%-15813F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC29,888$4.05M4.02%13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP29,805$4.04M0.06%+2,43913F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding29,503$3.99M+2,515Timeline
Watts Gwilliam & Co., LLC28,554$3.89M0.82%-5,81213F-HRTimeline
First Horizon Advisors, Inc.28,523$3.86M0.11%+32913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,351$3.84M0.01%-9,91813F-HRTimelineGroup
Sowell Financial Services LLC28,189$3.82M0.2%+16,84313F-HRTimeline
Janney Montgomery Scott LLC27,975$3.79M0.01%+32913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC27,747$3.76M0.11%+1,41013F-HRTimeline
Neumann Capital Management, LLC27,700$3.75M1.25%+88013F-HRTimeline
COURIER CAPITAL LLC27,264$3.69M0.25%+2,46813F-HRTimeline
PINNACLE ASSOCIATES LTD26,643$3.61M0.05%-3,06313F-HRTimeline
Soltis Investment Advisors LLC26,174$3.54M0.33%+1,27313F-HRTimeline
Financial Advocates Investment Manageme…25,915$3.51M0.2%+24913F-HRTimeline
HARBOR ADVISORY CORP /MA/25,784$3.49M1.15%013F-HRTimeline
Cresset Asset Management, LLC25,737$3.48M0.02%-8,24513F-HRTimeline
Pacific Sun Financial Corp25,258$3.42M1.86%+3513F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.25,135$3.4M0.68%-1113F-HRTimeline
Family Firm, Inc.25,017$3.39M0.75%+25913F-HRTimeline
Financial Engines Advisors L.L.C.24,813$3.36M0.01%+1,08413F-HRTimeline
U.S. Capital Wealth Advisors, LLC23,995$3.25M0.1%+2,63913F-HRTimeline
Blue Edge Capital, LLC23,857$3.23M0.51%+7813F-HRTimeline
Principle Wealth Partners LLC23,333$3.16M0.22%+89713F-HRTimeline
BKM Wealth Management, LLC23,106$3.13M1.28%-23713F-HRTimeline
BFSG, LLC22,861$3.09M0.36%+2,21613F-HRTimeline
Strive Asset Management, LLC22,558$3.05M2.29%13F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp21,981$2.98M0.09%+28613F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC21,855$2.96M0.78%13F-HRTimeline
Smith Anglin Financial, LLC21,818$2.95M0.28%-413F-HRTimeline
OneDigital Investment Advisors LLC21,563$2.92M0.03%-1,19913F-HRTimeline
Novak & Powell Financial Services, Inc.23,690$2.92M1.74%+10,79013F-HRTimeline
Cypress Capital Management LLC (WY)21,351$2.89M3.31%new13F-HRTimeline
NorthRock Partners, LLC21,105$2.86M0.09%-64313F-HR/ATimeline
Trail Ridge Investment Advisors, LLC21,006$2.84M1.35%+64613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV20,742$2.81M0.21%+51913F-HRTimeline
Broadview Financial Management, LLC20,657$2.8M2%-42013F-HRTimeline
Integrated Wealth Concepts LLC20,596$2.79M0.03%+1,33013F-HRTimeline
ALLIANCEBERNSTEIN L.P.19,916$2.7M<0.01%-2013F-HRTimeline
VICUS CAPITAL19,870$2.69M0.24%+2,20713F-HRTimeline
Fortis Group Advisors, LLC19,800$2.68M0.5%new13F-HRTimeline
MSH Capital Advisors LLC19,731$2.67M0.84%+2,30513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.19,468$2.64M0.14%new13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,436$2.63M<0.01%+13,62713F-HRTimelineGroup
Quotient Wealth Partners, LLC19,002$2.57M0.08%+20513F-HRTimeline
Arkadios Wealth Advisors18,802$2.55M0.14%-53513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,538$2.51M0.16%new13F-HRTimelineGroup
Northeast Financial Consultants Inc18,387$2.49M0.1%-1,60813F-HRTimeline
Crestwood Advisors Group, LLC18,352$2.48M0.05%-7013F-HRTimeline
Ullmann Wealth Partners Group, LLC18,021$2.44M0.31%+1413F-HRTimeline
Connecticut Wealth Management, LLC17,286$2.34M0.11%-34713F-HRTimeline
OARSMAN CAPITAL, INC.17,067$2.31M0.4%-81813F-HRTimeline
Lee, Kelleher & Klein Wealth Management17,030$2.31M1.64%13F-HRTimeline
Pathway Financial Advisors LLC16,936$2.29M0.53%-4513F-HRTimeline
InvesTrust16,882$2.29M0.64%13F-HRTimeline
NorthCoast Asset Management LLC16,816$2.28M0.01%+8813F-HR/ATimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC16,636$2.25M1.17%-3913F-HRTimeline
HB Wealth Management, LLC16,623$2.25M0.02%013F-HRTimeline
Orion Porfolio Solutions, LLC16,117$2.18M0.02%+7,08913F-HRTimeline
Orion Portfolio Solutions, LLC16,117$2.18M0.02%+7,08913F-HRTimeline
PACIFIC FINANCIAL GROUP INC15,964$2.16M1.6%-18713F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…15,903$2.16M0.01%new13F-HRTimeline
Taylor Financial Group, Inc.15,746$2.13M1.48%+79913F-HRTimeline
Thomasville National Bank15,693$2.12M0.15%-74613F-HRTimeline
Asset Dedication, LLC15,594$2.11M0.17%-1,64913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC15,409$2.09M0.41%new13F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers15,300$2.07M<0.01%+2,98413F-HRTimelineGroup
D.A. DAVIDSON & CO.14,817$2.01M0.02%+76613F-HRTimeline
DT Investment Partners, LLC14,700$1.99M0.17%013F-HRTimeline
Baring Financial LLC14,555$1.97M1.76%13F-HRTimeline
PSI Advisors, LLC14,384$1.95M0.58%-1,63313F-HRTimeline
LGL PARTNERS, LLC14,273$1.93M0.28%+2713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC14,106$1.91M0.85%+3213F-HRTimeline
Modera Wealth Management, LLC14,103$1.91M0.02%-9313F-HRTimeline