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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
MORGAN STANLEYin group MORGAN STANLEY3,292,798$438M0.03%+19,86613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,019,154$269M0.02%-50,47313F-HRTimelineGroup
FMR LLCin group FMR LLC1,567,873$209M0.01%-63,24913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,117,480$149M0.03%-104,23813F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,061,907$141M0.03%-49,46513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…921,071$123M0.08%-82,77313F-HRTimelineGroup
LPL Financial LLC882,693$117M0.04%-6,65013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…810,556$108M0.08%+9,00013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC499,359$66.4M0.09%-4,92613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC471,121$62.7M0.08%+174,75013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC443,451$59.6M0.01%-66,98613F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp419,261$55.8M0.19%-27,35913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO414,594$55.2M<0.01%-25,85613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA371,280$49.4M0.01%+8,42513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC361,800$48.1M0.02%+13,97513F-HRTimelineGroup
Glenmede Investment Management, LP355,990$47.4M0.24%13F-HRTimeline
HighTower Advisors, LLC344,820$45.9M0.06%-17,08113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding304,418$40.5M-15,018Timeline
Cerity Partners LLCin group Cerity Partners LLC298,748$39.7M0.07%+7,13113F-HRTimelineGroup
Beaumont Financial Advisors, LLC232,439$30.9M2.24%-9,60813F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC220,049$29.3M0.35%+24,45213F-HRTimeline
SPC Financial, Inc.200,658$26.7M2.24%+3013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP190,851$25.4M0.02%+30,59513F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS187,379$24.9M0.06%-9,53813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.182,966$24.3M0.13%+9,08913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…182,377$24.3M0.05%-9,35713F-HR/ATimelineGroup
World Investment Advisors179,400$23.9M0.54%+162,61713F-HRTimeline
Heartwood Wealth Advisors LLC168,370$22.4M2.34%+2,32613F-HRTimeline
Mariner, LLCin group Mariner, LLC167,376$22.3M0.03%+8,68913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.164,399$21.9M0.04%+6,00613F-HR/ATimelineGroup
GHP Investment Advisors, Inc.160,166$21.3M0.94%-1,56413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth158,279$21.1M0.05%+7,42513F-HRTimelineGroup
Falcon Wealth Planning154,244$20.5M2.07%-1,19513F-HRTimeline
Schneider Downs Wealth Management Advis…152,166$20.2M3.03%-34,79913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding146,559$19.5M+3,621Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…143,552$19.1M0.15%-4,21413F-HRTimelineGroup
Arax Advisory Partners139,285$18.5M0.85%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP138,428$18.4M0.02%-8,82113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP133,631$17.8M0.03%+8,03013F-HRTimelineGroup
Pinnacle Financial Partners Inc129,384$17.2M0.36%+3,80213F-HRTimeline
One Capital Management, LLC125,080$16.6M0.58%-183,42613F-HRTimeline
Sterling Financial Planning, Inc.123,791$16.5M5.5%+5,85513F-HRTimeline
Probity Advisors, Inc.106,082$14.1M2.48%+3,27413F-HRTimeline
Palisades Hudson Asset Management, L.P.105,050$14M5.47%+9,14913F-HRTimeline
Cassaday & Co Wealth Management LLC104,671$13.9M0.35%+19,70513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP104,276$13.9M0.02%-6,43713F-HR/ATimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding101,030$13.4M-105,182Timeline
Creative Planningin group Creative Planning99,920$13.3M0.01%-1,25913F-HRTimelineGroup
RTD Financial Advisors, Inc.99,464$13.2M1.69%-2,38013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…98,169$13.1M0.05%+3,07613F-HRTimelineGroup
MAI Capital Management95,674$12.7M0.09%+2,67113F-HRTimeline
Texas Yale Capital Corp.95,246$12.7M0.42%-36413F-HRTimeline
IFP Advisors, Inc86,495$11.5M0.33%-1,15813F-HRTimeline
Cresset Asset Management, LLC78,333$10.4M0.05%+54,20613F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.77,416$10.3M0.08%+3,61213F-HRTimelineGroup
INSPIRE TRUST CO, N.A.75,000$9.98M2.06%+12,00013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,707$9.81M<0.01%-1213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\73,694$9.8M0.01%-8,62713F-HRTimelineGroup
Rodgers & Associates, LTD71,976$9.58M1.05%+2,80613F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources71,309$9.49M<0.01%-1,75613F-HRTimelineGroup
Belpointe Asset Management LLC71,204$9.47M0.39%new13F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding71,181$9.47M-3,003Timeline
Capital Advisors, Ltd. LLC69,288$9.22M1.14%-52913F-HRTimeline
Salomon & Ludwin, LLC66,020$8.94M0.88%-1,33513F-HRTimeline
Steward Partners Investment Advisory, L…67,133$8.93M0.07%-5113F-HRTimeline
Prospera Financial Services Inc66,038$8.79M0.16%-74513F-HRTimeline
Financial Engines Advisors L.L.C.64,453$8.57M0.02%+40,54113F-HRTimeline
Future Fund LLC64,211$8.54M3.81%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC64,089$8.53M0.04%+2,74213F-HRTimelineGroup
PITTENGER & ANDERSON INC63,450$8.44M0.31%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\62,510$8.32M<0.01%new13F-HRTimelineGroup
LAKE STREET PRIVATE WEALTH, LLC62,292$8.29M1.18%-38113F-HRTimeline
Cordatus Wealth Management LLC61,441$8.17M2.01%-51213F-HRTimeline
Financial Advisors Network, Inc.58,321$7.76M1.17%+3,52813F-HRTimeline
Newton One Investments LLC57,471$7.65M2.41%-19013F-HRTimeline
Cetera Investment Advisers57,432$7.64M0.01%-65,58613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP56,276$7.49M<0.01%+20,93313F-HRTimelineGroup
Cambridge Investment Research Advisors,…54,643$7.27M0.02%-11,74713F-HRTimeline
MML INVESTORS SERVICES, LLC54,067$7.19M0.02%+1,79013F-HRTimeline
JFS WEALTH ADVISORS, LLC53,800$7.16M0.46%+1,31313F-HRTimeline
UMB Bank, n.a.53,678$7.14M0.11%-4,09313F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.53,129$7.07M0.01%+10,22113F-HRTimelineGroup
Ifrah Financial Services, Inc.53,093$7.06M1.93%+59313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…50,809$6.76M0.13%+4,71213F-HRTimelineGroup
SOA Wealth Advisors, LLC.49,788$6.62M1.24%-7,23513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp49,042$6.52M<0.01%+5,80513F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP48,502$6.45M0.04%-4,96913F-HRTimelineGroup
Compound Planning, Inc.47,683$6.34M0.24%+3,10513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.47,017$6.26M0.43%+96013F-HRTimelineGroup
Sigma Planning Corp46,646$6.21M0.19%+22013F-HRTimeline
Cottage Street Advisors LLC44,955$5.98M3.11%-2,66813F-HRTimeline
Baltimore-Washington Financial Advisors…44,706$5.95M0.28%-68,55313F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,614$5.95M0.01%-6,01013F-HRTimeline
Clayton Financial Group LLC44,456$5.91M7.03%-3,39913F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC44,253$5.89M4.99%+13,21113F-HRTimeline
Gemmer Asset Management LLC44,241$5.89M0.52%013F-HRTimeline
Chicago Partners Investment Group LLC42,119$5.77M0.17%-15813F-HRTimeline
BOKF, NAin group BOKF, NA43,162$5.74M0.09%-1,58413F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…42,550$5.66M0.21%013F-HRTimelineGroup
Azimuth Capital Investment Management L…42,470$5.65M0.21%-6,16813F-HRTimeline
Centerpoint Advisors, LLC41,675$5.54M1.88%-2,33813F-HRTimeline
Mill Creek Capital Advisors, LLC38,742$5.15M0.11%-1813F-HRTimeline
Councilor Wealth, LLC38,717$5.15M2.41%-1,14013F-HRTimeline
COMERICA BANK38,379$5.11M0.02%+47013F-HRTimeline
Asset Management Group, Inc.37,329$4.97M0.87%-20313F-HRTimeline
Accretive Wealth Partners, LLC37,071$4.93M1.62%+1,22313F-HRTimeline
Sunbelt Securities, Inc.36,057$4.88M0.43%+1,27613F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC35,792$4.76M1.24%-36913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,675$4.75M0.01%-1,44813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/35,380$4.71M<0.01%+65713F-HRTimelineGroup
Private Advisor Group, LLC35,373$4.71M0.03%+5,74813F-HRTimeline
Wilmington Savings Fund Society, FSB35,301$4.7M0.08%-15,08713F-HRTimeline
Guidance Point Advisors, LLC33,361$4.44M1.14%+3913F-HRTimeline
First Citizens Financial Corp32,867$4.37M2.41%+14613F-HRTimeline
Sanctuary Advisors, LLC32,183$4.28M0.03%-1,36413F-HRTimeline
MMA ASSET MANAGEMENT LLC31,899$4.24M1.63%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP31,357$4.17M0.06%+1,44413F-HRTimeline
Sowell Financial Services LLC31,197$4.15M0.17%+1,21913F-HRTimeline
Watts Gwilliam & Co., LLC28,618$4.11M0.67%-2,75613F-HRTimeline
GREENLEAF TRUST30,630$4.08M0.04%-37513F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…30,258$4.03M0.43%+6,30213F-HR/ATimelineGroup
San Luis Wealth Advisors LLC30,063$4M0.86%new13F-HRTimeline
LTG Capital LLC29,714$3.95M3.38%-1,66113F-HRTimeline
First Horizon Advisors, Inc.29,035$3.86M0.1%+1,59213F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV28,934$3.85M1.18%-6,68213F-HRTimeline
1834 INVESTMENT ADVISORS CO28,606$3.81M0.48%-75413F-HRTimeline
Neumann Capital Management, LLC28,560$3.8M1.19%+86013F-HRTimeline
COURIER CAPITAL LLC28,163$3.75M0.23%-24013F-HRTimeline
Janney Montgomery Scott LLC27,804$3.7M0.01%+8413F-HRTimeline
Family Firm, Inc.27,764$3.69M0.89%+77913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC27,289$3.63M0.03%-7,88313F-HR/ATimelineGroup
Independence Financial Advisors, LLC27,088$3.6M1.4%new13F-HRTimeline
PINNACLE ASSOCIATES LTD26,757$3.56M0.05%-7113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC26,198$3.49M0.01%+9,36513F-HRTimelineGroup
Integrated Wealth Concepts LLC25,910$3.45M0.03%+1,49113F-HRTimeline
HARBOR ADVISORY CORP /MA/25,784$3.43M1.09%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV25,491$3.39M0.01%-5,14713F-HRTimeline
Crestwood Advisors Group, LLC25,179$3.35M0.06%-90413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.24,571$3.27M0.56%-27613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,506$3.26M<0.01%-8,63413F-HRTimelineGroup
VICUS CAPITAL24,383$3.24M0.27%+1,75113F-HRTimeline
Pacific Sun Financial Corp24,193$3.22M1.68%-59813F-HRTimeline
Total Wealth Planning, LLC24,148$3.21M0.41%+20,44113F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers23,373$3.11M<0.01%+2,12113F-HRTimelineGroup
BFSG, LLC23,249$3.09M0.35%+14713F-HRTimeline
Blue Edge Capital, LLC23,008$3.06M0.46%-3213F-HRTimeline
VICTORY FINANCIAL GROUP, LLC22,756$3.03M0.48%-89013F-HRTimeline
BKM Wealth Management, LLC22,702$3.02M1.18%-6613F-HRTimeline
Quotient Wealth Partners, LLC22,027$2.93M0.09%-97913F-HRTimeline
PSI Advisors, LLC21,932$2.92M1.43%+9,78813F-HRTimeline
Broadview Financial Management, LLC20,951$2.79M1.89%+34313F-HRTimeline
ALLIANCEBERNSTEIN L.P.20,891$2.78M<0.01%+24813F-HRTimeline
Trail Ridge Investment Advisors, LLC20,672$2.76M1.33%-63813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp20,706$2.75M0.08%-1,17813F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC20,435$2.72M0.07%-54513F-HRTimeline
Financial Advocates Investment Manageme…20,249$2.69M0.22%-3,38313F-HRTimeline
Smith Anglin Financial, LLC20,140$2.68M0.24%-14013F-HRTimeline
Cypress Capital Management LLC (WY)20,023$2.66M2.89%-64213F-HRTimeline
Baring Financial LLC19,652$2.61M1.95%+1,29713F-HRTimeline
MSH Capital Advisors LLC19,476$2.59M0.75%-25513F-HRTimeline
NorthRock Partners, LLC19,106$2.54M0.07%+313F-HR/ATimeline
STEVENS CAPITAL PARTNERS18,354$2.46M0.88%+6,63713F-HRTimeline
HRT FINANCIAL LP18,275$2.43M0.01%new13F-HRTimeline
NorthCoast Asset Management LLC18,050$2.4M0.01%+1,34813F-HRTimeline
Ullmann Wealth Partners Group, LLC17,686$2.35M0.28%-3913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC17,441$2.32M0.4%+1,28513F-HRTimeline
Connecticut Wealth Management, LLC17,286$2.3M0.11%013F-HRTimeline
Asset Dedication, LLC17,247$2.29M0.17%+1,09513F-HRTimeline
Northeast Financial Consultants Inc17,158$2.28M0.09%-96413F-HRTimeline
Lee, Kelleher & Klein Wealth Management17,064$2.27M1.51%-3013F-HRTimeline
Taylor Financial Group, Inc.17,042$2.27M1.42%+81013F-HRTimeline
HB Wealth Management, LLC16,922$2.25M0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.16,864$2.24M0.11%-1,95213F-HRTimelineGroup
InvesTrust16,804$2.24M0.86%-713F-HRTimeline
J.W. COLE ADVISORS, INC.16,678$2.22M0.05%+60613F-HRTimeline
Soltis Investment Advisors LLC16,457$2.19M0.17%+91813F-HRTimeline
Pathway Financial Advisors LLC16,404$2.18M0.32%-53213F-HRTimeline
FIRST MERCHANTS CORP16,165$2.15M0.08%-60513F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC16,001$2.13M1.1%013F-HRTimeline
Geneos Wealth Management Inc.15,578$2.07M0.05%-15,08913F-HRTimeline
Parallel Advisors, LLC15,366$2.04M0.04%+1,18213F-HRTimeline
Thomasville National Bank15,000$2M0.14%-37413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,944$1.99M0.05%+13,53313F-HRTimelineGroup
OneDigital Investment Advisors LLC14,378$1.91M0.02%-5,66713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC14,247$1.9M0.78%+31613F-HRTimeline
Arkadios Wealth Advisors14,180$1.89M0.06%-3,94713F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,089$1.87M<0.01%-39,27013F-HRTimelineGroup
Modera Wealth Management, LLC13,900$1.85M0.02%+1,20913F-HRTimeline
Net Worth Advisory Group13,783$1.83M0.41%+12,03113F-HRTimeline
OARSMAN CAPITAL, INC.13,746$1.83M0.29%-1,57713F-HRTimeline
SONATA CAPITAL GROUP INC13,725$1.83M0.73%+29213F-HRTimeline
CITY HOLDING CO13,694$1.82M0.24%013F-HRTimeline
Ballentine Partners, LLC13,560$1.8M0.03%013F-HRTimeline
White Lighthouse Investment Management …13,377$1.78M0.29%+30613F-HRTimeline
PACIFIC FINANCIAL GROUP INC13,345$1.78M1.39%-2,45913F-HRTimeline
Prime Capital Investment Advisors, LLC13,098$1.74M0.02%-7,40913F-HRTimeline
Advisory Services Network, LLC12,847$1.72M0.03%+1,11613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC12,801$1.7M0.05%-1613F-HRTimeline
Dominguez Wealth Management Solutions, …12,746$1.7M1.18%+1,00413F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,334$1.64M0.11%-1,10013F-HRTimeline