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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
MORGAN STANLEYin group MORGAN STANLEY3,272,932$407M0.03%+82,42513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,069,627$258M0.02%+150,19313F-HRTimelineGroup
FMR LLCin group FMR LLC1,631,122$203M0.01%+275,77113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,221,718$152M0.04%-27,08913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,111,372$138M0.03%-40,67113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,003,844$125M0.07%-19,18413F-HRTimelineGroup
LPL Financial LLC889,343$111M0.04%+46,42713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…801,556$99.8M0.08%+95,58313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC510,437$63.4M0.02%-2,03313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC504,285$62.8M0.09%+15,62913F-HRTimeline
M&T Bank Corpin group M&T Bank Corp446,620$55.6M0.2%-21,86513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO440,450$54.8M<0.01%+14,08313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA362,855$45.2M0.01%-33,89913F-HR/ATimelineGroup
HighTower Advisors, LLC361,901$45.1M0.06%+8,54013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA358,709$44.7M0.24%-7,17213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC347,825$43.3M0.02%-40,32913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding319,436$39.8M-22,781Timeline
One Capital Management, LLC308,506$38.4M1.3%-18,26013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC296,371$36.9M0.05%+42,54813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC291,617$36.3M0.07%+11,17713F-HRTimelineGroup
Beaumont Financial Advisors, LLC242,047$30.1M2.36%+2,19513F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding206,212$25.7M-4,961Timeline
SPC Financial, Inc.200,628$25M2.2%+3,23813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS196,917$24.5M0.06%+1,08613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC195,597$24.4M0.34%+1,34713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…191,734$23.9M0.06%-2,29213F-HRTimelineGroup
Schneider Downs Wealth Management Advis…186,965$23.3M4.22%+23,93713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.173,877$21.6M0.13%+4,75813F-HRTimeline
Heartwood Wealth Advisors LLC166,044$20.7M2.36%-6,44613F-HRTimeline
GHP Investment Advisors, Inc.161,730$20.1M0.97%-2,41213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP160,256$19.8M0.02%+19,13413F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC158,687$19.8M0.03%-9,24713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.158,393$19.7M0.04%+25,60113F-HRTimelineGroup
Falcon Wealth Planning155,439$19.4M2.15%-76,25213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth150,854$18.8M0.05%+2,47713F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…147,766$18.4M0.16%-4,02613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP147,249$18.3M0.02%-10,86813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding142,938$17.8M+10,138Timeline
Pinnacle Financial Partners Inc125,582$15.8M0.32%+8,70113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP125,601$15.6M0.03%-29,01813F-HRTimelineGroup
Cetera Investment Advisers123,018$15.3M0.03%+2,63713F-HRTimeline
Sterling Financial Planning, Inc.117,936$14.7M5.33%+5,55813F-HRTimeline
Baltimore-Washington Financial Advisors…113,259$14.1M0.75%-8613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP110,713$13.8M0.02%-5,22913F-HRTimelineGroup
Probity Advisors, Inc.102,808$12.8M2.46%+3,11713F-HRTimeline
RTD Financial Advisors, Inc.101,844$12.7M1.7%-1,13813F-HRTimeline
Creative Planningin group Creative Planning101,179$12.6M0.01%-1,91113F-HRTimelineGroup
M Holdings Securities, Inc.99,240$12.4M2.06%+4,59413F-HRTimeline
Palisades Hudson Asset Management, L.P.95,901$11.9M5.42%-3,11013F-HRTimeline
Texas Yale Capital Corp.95,610$11.9M0.49%-30013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…95,093$11.8M0.05%-41513F-HRTimelineGroup
MAI Capital Management93,003$11.6M0.09%-63513F-HRTimeline
IFP Advisors, Inc87,653$10.9M0.34%+10313F-HRTimeline
Cassaday & Co Wealth Management LLC84,966$10.6M0.3%+21,74713F-HRTimeline
Atria Wealth Solutions, Inc.82,570$10.3M0.12%+25513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\82,321$10.2M0.01%-3,49113F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding74,184$9.24M-501Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.73,804$9.19M0.09%-1,16613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,719$9.18M<0.01%-99313F-HR/ATimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources73,065$9.1M<0.01%+37613F-HRTimelineGroup
Capital Advisors, Ltd. LLC69,817$8.69M1.15%-2,59513F-HRTimeline
Rodgers & Associates, LTD69,170$8.61M1.05%+1,97313F-HRTimeline
Salomon & Ludwin, LLC67,355$8.39M0.89%-1,99413F-HRTimeline
Steward Partners Investment Advisory, L…67,184$8.36M0.07%-75213F-HRTimeline
Prospera Financial Services Inc66,783$8.32M0.19%+63,08713F-HRTimeline
Cambridge Investment Research Advisors,…66,390$8.27M0.03%-1,33013F-HRTimeline
Keebeck Wealth Management66,114$8.23M1.22%-6,44513F-HRTimeline
PITTENGER & ANDERSON INC63,450$7.9M0.29%013F-HRTimeline
INSPIRE TRUST CO, N.A.63,000$7.84M1.87%+7,33713F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC62,673$7.8M1.27%+1,16813F-HRTimeline
Cordatus Wealth Management LLC61,953$7.71M2.12%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC61,347$7.64M0.05%-31,60313F-HRTimelineGroup
UMB Bank, n.a.57,771$7.19M0.12%-4,12913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Newton One Investments LLC57,661$7.18M2.57%+3,82613F-HRTimeline
SOA Wealth Advisors, LLC.57,023$7.1M1.48%-38413F-HRTimeline
Financial Advisors Network, Inc.54,793$6.82M1.13%+50113F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP53,471$6.66M0.05%-2,24013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC53,359$6.64M0.01%+6,66513F-HRTimelineGroup
Ifrah Financial Services, Inc.52,500$6.54M1.88%-66713F-HRTimeline
JFS WEALTH ADVISORS, LLC52,487$6.53M0.44%-2,63513F-HRTimeline
MML INVESTORS SERVICES, LLC52,277$6.51M0.02%-5,34713F-HRTimeline
Wilmington Savings Fund Society, FSB50,388$6.27M0.12%-2,03313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…49,624$6.18M0.01%-2,61613F-HRTimeline
Azimuth Capital Investment Management L…48,638$6.06M0.24%013F-HRTimeline
Clayton Financial Group LLC47,855$5.96M2.18%+1,31013F-HRTimeline
Cottage Street Advisors LLC47,623$5.93M2.97%-79813F-HRTimeline
Sigma Planning Corp46,426$5.78M0.18%-7,65713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…46,097$5.74M0.14%+12413F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.46,057$5.73M0.41%+2,16913F-HRTimelineGroup
BOKF, NAin group BOKF, NA44,746$5.57M0.1%+4,45213F-HRTimelineGroup
Compound Planning, Inc.44,578$5.55M0.25%+6,19813F-HRTimeline
Gemmer Asset Management LLC44,241$5.51M0.55%013F-HRTimeline
Centerpoint Advisors, LLC44,013$5.48M2.02%-1,59313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp43,237$5.38M<0.01%-46313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.42,908$5.34M0.01%-1,75513F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…42,550$5.3M0.22%+16613F-HRTimelineGroup
Chicago Partners Investment Group LLC42,277$5.24M0.17%+31013F-HRTimeline
Councilor Wealth, LLC39,857$4.96M2.48%-2,45013F-HRTimeline
MJT & Associates Financial Advisory Gro…39,544$4.92M4.73%13F-HRTimeline
Mill Creek Capital Advisors, LLC38,760$4.83M0.12%+213F-HRTimeline
COMERICA BANK37,909$4.72M0.02%-38213F-HRTimeline
Asset Management Group, Inc.37,532$4.67M0.86%-9313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…37,123$4.62M0.01%+8,77213F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC36,161$4.5M1.26%-12413F-HRTimeline
Accretive Wealth Partners, LLC35,848$4.44M1.57%+3,95413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV35,616$4.43M1.52%-22,97813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP35,343$4.4M<0.01%+1,88213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC35,172$4.38M0.04%-8,84613F-HR/ATimelineGroup
Sunbelt Securities, Inc.34,781$4.33M0.39%-1,23913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/34,723$4.32M<0.01%-2,70913F-HRTimelineGroup
Code Waechter LLC33,573$4.18M3.44%+1,71813F-HRTimeline
Sanctuary Advisors, LLC33,547$4.18M0.03%-69713F-HRTimeline
Guidance Point Advisors, LLC33,322$4.15M1.18%-1113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,140$4.13M<0.01%+25,67213F-HRTimelineGroup
First Citizens Financial Corp32,721$4.07M2.3%+14713F-HRTimeline
LTG Capital LLC31,375$3.91M3.56%-1,89413F-HRTimeline
Watts Gwilliam & Co., LLC31,374$3.91M0.85%+2,82013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC31,042$3.86M3.86%+1,15413F-HRTimeline
GREENLEAF TRUST31,005$3.86M0.04%-5,12513F-HRTimeline
Geneos Wealth Management Inc.30,667$3.82M0.06%+28,36113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV30,638$3.81M0.01%-49413F-HRTimeline
Sowell Financial Services LLC29,978$3.73M0.17%+1,78913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP29,913$3.73M0.06%+10813F-HRTimeline
Private Advisor Group, LLC29,625$3.69M0.02%-1,58613F-HRTimeline
1834 INVESTMENT ADVISORS CO29,360$3.66M0.47%-94813F-HRTimeline
COURIER CAPITAL LLC28,403$3.54M0.23%+1,13913F-HRTimeline
Janney Montgomery Scott LLC27,720$3.45M0.01%-25513F-HRTimeline
Neumann Capital Management, LLC27,700$3.45M1.19%013F-HRTimeline
First Horizon Advisors, Inc.27,443$3.42M0.1%-1,08013F-HRTimeline
Family Firm, Inc.26,985$3.36M0.75%+1,96813F-HRTimeline
PINNACLE ASSOCIATES LTD26,828$3.34M0.05%+18513F-HRTimeline
Principle Wealth Partners LLC26,118$3.25M0.23%+2,78513F-HRTimeline
Crestwood Advisors Group, LLC26,083$3.25M0.06%+7,73113F-HRTimeline
HARBOR ADVISORY CORP /MA/25,784$3.21M1.08%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.24,847$3.09M0.6%-28813F-HRTimeline
Pacific Sun Financial Corp24,791$3.09M1.76%-46713F-HRTimeline
Integrated Wealth Concepts LLC24,419$3.04M0.04%+3,82313F-HRTimeline
Cresset Asset Management, LLC24,127$3M0.02%-1,61013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…23,956$2.98M0.32%new13F-HR/ATimelineGroup
Financial Engines Advisors L.L.C.23,912$2.98M0.01%-90113F-HRTimeline
VICTORY FINANCIAL GROUP, LLC23,646$2.94M0.56%+1,79113F-HRTimeline
Financial Advocates Investment Manageme…23,632$2.94M0.21%-2,28313F-HRTimeline
BFSG, LLC23,102$2.88M0.35%+24113F-HRTimeline
Blue Edge Capital, LLC23,040$2.87M0.46%-81713F-HRTimeline
Quotient Wealth Partners, LLC23,006$2.86M0.09%+4,00413F-HRTimeline
BKM Wealth Management, LLC22,768$2.83M1.17%-33813F-HRTimeline
VICUS CAPITAL22,632$2.82M0.26%+2,76213F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp21,884$2.72M0.08%-9713F-HRTimelineGroup
Trail Ridge Investment Advisors, LLC21,310$2.65M1.37%+30413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers21,252$2.65M<0.01%+5,95213F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC20,980$2.61M0.07%-6,76713F-HRTimeline
Cypress Capital Management LLC (WY)20,665$2.57M3.07%-68613F-HRTimeline
ALLIANCEBERNSTEIN L.P.20,643$2.57M<0.01%+72713F-HRTimeline
Broadview Financial Management, LLC20,608$2.57M1.91%-4913F-HRTimeline
Prime Capital Investment Advisors, LLC20,507$2.55M0.03%+6,84313F-HRTimeline
Novak & Powell Financial Services, Inc.22,620$2.53M1.58%-1,07013F-HRTimeline
Smith Anglin Financial, LLC20,280$2.52M0.27%-1,53813F-HRTimeline
OneDigital Investment Advisors LLC20,045$2.5M0.03%-1,51813F-HRTimeline
MSH Capital Advisors LLC19,731$2.46M0.76%013F-HRTimeline
NorthRock Partners, LLC19,103$2.38M0.08%-2,00213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.18,816$2.34M0.13%-65213F-HR/ATimelineGroup
Baring Financial LLC18,355$2.29M1.92%+3,80013F-HRTimeline
Arkadios Wealth Advisors18,127$2.26M0.09%-67513F-HRTimeline
Northeast Financial Consultants Inc18,122$2.26M0.1%-26513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.18,075$2.25M0.14%-46313F-HRTimelineGroup
Strive Asset Management, LLC17,919$2.23M1.55%-4,63913F-HR/ATimeline
Ullmann Wealth Partners Group, LLC17,725$2.21M0.29%-29613F-HRTimeline
Connecticut Wealth Management, LLC17,286$2.15M0.11%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC16,833$2.13M0.01%+3,27613F-HRTimelineGroup
Lee, Kelleher & Klein Wealth Management17,094$2.13M1.57%+6413F-HRTimeline
Pathway Financial Advisors LLC16,936$2.11M0.38%013F-HRTimeline
HB Wealth Management, LLC16,922$2.11M0.02%+29913F-HRTimeline
InvesTrust16,811$2.09M0.57%-7113F-HRTimeline
World Investment Advisors16,783$2.09M0.05%-130,42813F-HRTimeline
FIRST MERCHANTS CORP16,770$2.09M0.08%-13,51013F-HRTimeline
NorthCoast Asset Management LLC16,702$2.08M0.01%-11413F-HR/ATimeline
Taylor Financial Group, Inc.16,232$2.02M1.41%+48613F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC16,156$2.01M0.4%+74713F-HRTimeline
Asset Dedication, LLC16,152$2.01M0.16%+55813F-HRTimeline
J.W. COLE ADVISORS, INC.16,072$2M0.06%-31,36013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC16,001$1.99M1.07%-63513F-HRTimeline
PACIFIC FINANCIAL GROUP INC15,804$1.97M1.59%-16013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…15,812$1.95M0.01%-9113F-HRTimeline
Soltis Investment Advisors LLC15,539$1.93M0.17%-10,63513F-HRTimeline
First Heartland Consultants, Inc.15,515$1.93M0.2%new13F-HRTimeline
Thomasville National Bank15,374$1.91M0.14%-31913F-HRTimeline
OARSMAN CAPITAL, INC.15,323$1.91M0.34%-1,74413F-HRTimeline
DT Investment Partners, LLC14,700$1.83M0.18%013F-HRTimeline
Parallel Advisors, LLC14,184$1.77M0.04%+75813F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC13,931$1.73M0.79%-17513F-HRTimeline
CITY HOLDING CO13,694$1.7M0.24%013F-HRTimeline
Ballentine Partners, LLC13,560$1.69M0.03%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV13,434$1.67M0.13%-7,30813F-HRTimeline
SONATA CAPITAL GROUP INC13,433$1.67M0.73%+4013F-HRTimeline
White Lighthouse Investment Management …13,071$1.63M0.29%-44113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC12,817$1.6M0.05%013F-HRTimeline
Modera Wealth Management, LLC12,691$1.58M0.02%-1,41213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK12,659$1.58M0.23%-1,00613F-HR/ATimelineGroup
Ironwood Financial, llc12,632$1.57M0.34%-16413F-HRTimeline
St. Louis Trust Co12,570$1.57M0.23%013F-HRTimeline