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Disclosery

IJT ISHARES TR

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S&P SML 600 GWT (fund)

718 managers (730 13F filers) reported a position in IJT shares at 2025-09-30, 26,921,297 shares in all. 52 filers opened a position and 50 filers sold out during the quarter.

Managers
718
13F filers
730
New
52
Added
206
Reduced
247
Sold out
50
Shares held by filers
26,921,297

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY3,178,722$450M0.03%-114,07613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,021,912$286M0.02%+2,75813F-HR/ATimelineGroup
FMR LLCin group FMR LLC1,588,237$225M0.01%+20,36413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,113,121$158M0.03%-4,35913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,100,058$156M+38,151Timeline
LPL Financial LLC952,166$135M0.04%+69,47313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…899,545$127M0.08%-21,52613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…818,096$116M0.08%+7,54013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp550,176$77.9M0.26%+130,91513F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC536,340$75.9M0.1%+65,21913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC471,938$66.8M0.09%-27,42113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC460,368$65.1M0.02%+98,56813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO412,610$58.4M<0.01%-1,98413F-HR/ATimelineGroup
HighTower Advisors, LLC364,057$51.5M0.06%+19,23713F-HRTimeline
Glenmede Investment Management, LP351,517$49.7M0.24%-4,47313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC348,532$49.3M0.01%-94,91913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding299,061$42.3M-5,357Timeline
Cerity Partners LLCin group Cerity Partners LLC281,844$39.9M0.06%-16,90413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA269,368$38.1M0.01%-101,91213F-HRTimelineGroup
Beaumont Financial Advisors, LLC235,319$33.3M2.23%+2,88013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC227,479$32.2M0.26%+7,43013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP204,250$28.8M0.02%+13,39913F-HRTimelineGroup
SPC Financial, Inc.199,500$28.2M2.21%-1,15813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding191,264$27.1M+44,705Timeline
CAPTRUST FINANCIAL ADVISORS188,237$26.6M0.05%+85813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…180,631$25.6M0.05%-1,74613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC179,623$25.4M0.03%+12,24713F-HRTimelineGroup
Heartwood Wealth Advisors LLC173,117$24.5M2.29%+4,74713F-HRTimeline
Cetera Investment Advisers168,013$23.8M0.03%+110,58113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.167,505$23.7M0.03%+3,10613F-HRTimelineGroup
Falcon Wealth Planning162,705$23M2.07%+8,46113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding161,264$22.8M+2,985Timeline
GHP Investment Advisors, Inc.158,033$22.4M0.94%-2,13313F-HRTimeline
Schneider Downs Wealth Management Advis…157,583$22.3M2.65%+5,41713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…140,825$19.9M0.14%-2,72713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP131,113$18.6M0.02%-7,31513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP130,699$18.5M0.03%-2,93213F-HRTimelineGroup
Sterling Financial Planning, Inc.124,178$17.6M5.54%+38713F-HRTimeline
Pinnacle Financial Partners Inc118,435$16.8M0.4%-10,94913F-HRTimeline
Probity Advisors, Inc.109,088$15.4M2.5%+3,00613F-HRTimeline
Palisades Hudson Asset Management, L.P.105,370$14.9M5.41%+32013F-HRTimeline
RTD Financial Advisors, Inc.103,311$14.6M1.76%+3,84713F-HRTimeline
Cassaday & Co Wealth Management LLC103,061$14.6M0.34%-1,61013F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding102,533$14.5M+1,503Timeline
Creative Planningin group Creative Planning102,416$14.5M0.01%+2,49613F-HRTimelineGroup
One Capital Management, LLC96,448$13.6M0.44%-28,63213F-HRTimeline
Texas Yale Capital Corp.95,246$13.5M0.42%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…95,120$13.5M0.05%-3,04913F-HRTimelineGroup
MAI Capital Management92,793$13.1M0.08%-2,88113F-HRTimeline
Belpointe Asset Management LLC86,898$12.3M0.47%+15,69413F-HRTimeline
INSPIRE TRUST CO, N.A.85,000$12M2.19%+10,00013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.79,800$11.3M0.08%+2,38413F-HRTimelineGroup
Cresset Asset Management, LLC76,397$10.8M0.05%-1,93613F-HR/ATimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC73,920$10.5M<0.01%+21313F-HRTimelineGroup
Rodgers & Associates, LTD72,816$10.3M1.06%+84013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources71,309$10.1M<0.01%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC70,556$9.98M0.04%+6,46713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\70,552$9.98M0.01%-3,14213F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding69,915$9.89M-1,266Timeline
Capital Advisors, Ltd. LLC68,886$9.75M1.1%-40213F-HRTimeline
Cambridge Investment Research Advisors,…66,070$9.35M0.03%+11,42713F-HRTimeline
MML INVESTORS SERVICES, LLC66,065$9.35M0.02%+11,99813F-HRTimeline
Steward Partners Investment Advisory, L…66,031$9.34M0.05%-1,10213F-HRTimeline
Salomon & Ludwin, LLC64,834$9.23M0.83%-1,18613F-HRTimeline
Future Fund LLC64,211$9.09M3.21%013F-HRTimeline
Financial Engines Advisors L.L.C.64,007$9.06M0.02%-44613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC63,765$9.02M1.16%+1,47313F-HRTimeline
PITTENGER & ANDERSON INC63,450$8.98M0.33%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\62,510$8.85M<0.01%013F-HRTimelineGroup
Financial Advisors Network, Inc.59,369$8.4M1.19%+1,04813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV57,970$8.2M0.01%+32,47913F-HRTimeline
Newton One Investments LLC57,783$8.18M2.42%+31213F-HRTimeline
JFS WEALTH ADVISORS, LLC56,110$7.94M0.46%+2,31013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP55,114$7.8M<0.01%-1,16213F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP54,505$7.71M0.05%+6,00313F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…54,142$7.66M0.13%+3,33313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.54,032$7.65M0.01%+90313F-HRTimelineGroup
Compound Planning, Inc.53,480$7.57M0.24%+5,79713F-HRTimeline
Ifrah Financial Services, Inc.53,054$7.51M1.95%-3913F-HRTimeline
UMB Bank, n.a.51,298$7.26M0.11%-2,38013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,600$7.16M0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP48,874$6.92M0.01%-55,40213F-HRTimelineGroup
Sigma Planning Corp47,601$6.74M0.19%+95513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.3,454$6.73M0.45%-43,56313F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp47,385$6.71M<0.01%-1,65713F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC46,755$6.62M5.07%+2,50213F-HRTimeline
SOA Wealth Advisors, LLC.46,349$6.56M1.12%-3,43913F-HRTimeline
Cottage Street Advisors LLC44,957$6.36M2.7%+213F-HRTimeline
Clayton Financial Group LLC44,904$6.35M4.64%+44813F-HRTimeline
Gemmer Asset Management LLC44,241$6.26M0.5%013F-HRTimeline
BOKF, NAin group BOKF, NA43,794$6.2M0.09%+63213F-HRTimelineGroup
Baltimore-Washington Financial Advisors…43,551$6.16M0.26%-1,15513F-HRTimeline
Chicago Partners Investment Group LLC42,069$6.03M0.16%-5013F-HRTimeline
ROVIN CAPITAL /UT/ /ADV42,552$6.02M1.67%+38,18813F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…42,522$6.02M0.21%-2813F-HRTimelineGroup
Azimuth Capital Investment Management L…41,470$5.87M0.21%-1,00013F-HRTimeline
Centerpoint Advisors, LLC41,196$5.83M1.81%-47913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…40,815$5.74M0.01%-2,79913F-HRTimeline
Mill Creek Capital Advisors, LLC38,744$5.48M0.11%+213F-HRTimeline
COMERICA BANK38,535$5.45M0.02%+15613F-HRTimeline
Accretive Wealth Partners, LLC37,804$5.35M1.63%+73313F-HRTimeline
Private Advisor Group, LLC36,643$5.18M0.03%+1,27013F-HRTimeline
Asset Management Group, Inc.35,958$5.09M0.83%-1,37113F-HRTimeline
Sunbelt Securities, Inc.35,596$5.04M0.35%-46113F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC35,592$5.04M1.22%-20013F-HRTimeline
Councilor Wealth, LLC35,052$4.96M2.3%-3,66513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/34,298$4.85M<0.01%-1,08213F-HRTimelineGroup
First Citizens Financial Corp33,150$4.69M2.32%+28313F-HRTimeline
Sanctuary Advisors, LLC33,044$4.68M0.03%+86113F-HR/ATimeline
Wilmington Savings Fund Society, FSB32,444$4.59M0.11%-2,85713F-HR/ATimeline
Sowell Financial Services LLC31,522$4.46M0.17%+32513F-HRTimeline
Guidance Point Advisors, LLC31,353$4.44M1.07%-2,00813F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP31,285$4.43M0.06%-7213F-HRTimeline
Total Wealth Planning, LLC29,901$4.23M0.49%+5,75313F-HRTimeline
GREENLEAF TRUST29,586$4.19M0.04%-1,04413F-HRTimeline
LTG Capital LLC29,354$4.15M3.27%-36013F-HRTimeline
Neumann Capital Management, LLC29,310$4.15M1.21%+75013F-HRTimeline
San Luis Wealth Advisors LLC29,298$4.15M0.75%-76513F-HR/ATimeline
Janney Montgomery Scott LLC29,075$4.11M0.01%+1,27113F-HRTimeline
Watts Gwilliam & Co., LLC28,509$4.03M0.65%-10913F-HRTimeline
MMA ASSET MANAGEMENT LLC28,459$4.03M1.34%-3,44013F-HRTimeline
Independence Financial Advisors, LLC28,339$4.01M1.22%+1,25113F-HRTimeline
COURIER CAPITAL LLC28,035$3.97M0.23%-12813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,952$3.96M0.01%-7,72313F-HRTimelineGroup
Integrated Wealth Concepts LLC27,639$3.91M0.03%+1,72913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers27,275$3.86M0.01%+3,90213F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO26,698$3.78M0.46%-1,90813F-HRTimeline
PINNACLE ASSOCIATES LTD26,290$3.72M0.05%-46713F-HRTimeline
HARBOR ADVISORY CORP /MA/25,784$3.65M1.08%013F-HRTimeline
BFSG, LLC25,161$3.56M0.35%+1,91213F-HRTimeline
Crestwood Advisors Group, LLC25,119$3.55M0.06%-6013F-HRTimeline
FIRST HORIZON CORP25,033$3.54M0.17%13F-HRTimeline
M1 Capital Management LLC24,505$3.47M1.5%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.24,225$3.43M0.52%-34613F-HRTimeline
Pacific Sun Financial Corp23,843$3.37M1.63%-35013F-HRTimeline
BKM Wealth Management, LLC22,530$3.19M1.18%-17213F-HRTimeline
Blue Edge Capital, LLC22,518$3.19M0.45%-49013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC22,301$3.16M0.02%-4,98813F-HR/ATimelineGroup
Quotient Wealth Partners, LLC22,057$3.12M0.09%+3013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC21,951$3.11M0.43%-80513F-HRTimeline
Wealthspire Advisors, LLC21,898$3.1M0.02%+11,24613F-HRTimeline
NewEdge Advisors, LLC21,147$2.99M0.01%+10,83513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC21,038$2.98M0.01%-5,16013F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.20,946$2.96M<0.01%+5513F-HRTimeline
Baring Financial LLC20,886$2.96M2.01%+1,23413F-HRTimeline
Trail Ridge Investment Advisors, LLC20,860$2.95M1.32%+18813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp20,215$2.86M0.08%-49113F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA20,000$2.83M0.01%new13F-HRTimelineGroup
Broadview Financial Management, LLC19,581$2.77M1.87%-1,37013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV19,380$2.74M0.79%-9,55413F-HRTimeline
Cypress Capital Management LLC (WY)19,358$2.74M2.53%-66513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC18,621$2.63M0.06%-1,81413F-HRTimeline
NorthRock Partners, LLC18,585$2.63M0.05%-52113F-HRTimeline
STEVENS CAPITAL PARTNERS18,565$2.63M0.78%+21113F-HRTimeline
MSH Capital Advisors LLC18,283$2.59M0.69%-1,19313F-HRTimeline
NorthCoast Asset Management LLC18,232$2.58M0.01%+18213F-HRTimeline
VICUS CAPITAL17,924$2.54M0.19%-6,45913F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC17,800$2.52M0.39%+35913F-HRTimeline
Taylor Financial Group, Inc.17,560$2.48M1.43%+51813F-HRTimeline
HB Wealth Management, LLC17,554$2.48M0.02%+63213F-HRTimeline
Asset Dedication, LLC17,408$2.46M0.17%+16113F-HRTimeline
World Investment Advisors17,180$2.43M0.05%-162,22013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.17,135$2.42M0.11%+27113F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC17,073$2.42M0.26%-61313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC16,991$2.4M0.02%+4,81613F-HRTimelineGroup
Connecticut Wealth Management, LLC16,916$2.39M0.11%-37013F-HRTimeline
InvesTrust16,701$2.36M0.87%-10313F-HRTimeline
Pathway Financial Advisors LLC16,404$2.32M0.31%013F-HRTimeline
Lee, Kelleher & Klein Wealth Management16,337$2.31M1.42%-72713F-HRTimeline
Soltis Investment Advisors LLC16,323$2.31M0.16%-13413F-HRTimeline
Arkadios Wealth Advisors16,251$2.3M0.06%+2,07113F-HRTimeline
J.W. COLE ADVISORS, INC.15,919$2.25M0.04%-75913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC15,882$2.25M1.12%-11913F-HRTimeline
Parallel Advisors, LLC15,831$2.24M0.04%+46513F-HRTimeline
FIRST MERCHANTS CORP15,398$2.18M0.08%-76713F-HRTimeline
Thomasville National Bank14,533$2.06M0.13%-46713F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC14,311$2.03M0.77%+6413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,058$1.99M<0.01%-3113F-HRTimelineGroup
Dominguez Wealth Management Solutions, …13,788$1.95M1.24%+1,04213F-HRTimeline
Ballentine Partners, LLC13,720$1.94M0.03%+16013F-HRTimeline
CITY HOLDING CO13,654$1.93M0.24%-4013F-HRTimeline
SONATA CAPITAL GROUP INC13,586$1.92M0.71%-13913F-HRTimeline
OneDigital Investment Advisors LLC13,296$1.88M0.02%-1,08213F-HRTimeline
PACIFIC FINANCIAL GROUP INC13,197$1.87M1.38%-14813F-HRTimeline
Prime Capital Investment Advisors, LLC12,937$1.83M0.02%-16113F-HRTimeline
Ironwood Financial, llc12,913$1.83M0.32%+28113F-HRTimeline
White Lighthouse Investment Management …12,836$1.82M0.28%-54113F-HRTimeline
BECKER CAPITAL MANAGEMENT INC12,801$1.81M0.05%013F-HRTimeline
Advisory Services Network, LLC12,688$1.8M0.03%-15913F-HRTimeline
OARSMAN CAPITAL, INC.12,646$1.79M0.25%-1,10013F-HRTimeline
&PARTNERS12,552$1.78M0.01%+3,75513F-HRTimeline
Cornerstone Capital, Inc.12,081$1.71M0.17%new13F-HRTimeline
Novak & Powell Financial Services, Inc.11,990$1.7M0.89%+5,85213F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK11,928$1.69M0.22%-37313F-HRTimelineGroup
PSI Advisors, LLC11,869$1.68M0.43%-10,06313F-HRTimeline
Cranbrook Wealth Management, LLC11,855$1.68M0.34%-10813F-HRTimeline
AFT, FORSYTH & COMPANY, INC.11,815$1.67M0.8%+613F-HRTimeline
Columbia Bank11,609$1.65M0.46%+92913F-HRTimeline
Regal Investment Advisors LLC11,635$1.65M0.11%+1,01913F-HRTimeline
Sovereign Investment Advisors, LLC11,615$1.64M0.45%+2513F-HRTimeline