Skip to content
Disclosery

IJT ISHARES TR

Follow

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
MORGAN STANLEYin group MORGAN STANLEY3,096,109$437M0.03%-82,61313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,026,713$286M0.02%+4,80113F-HRTimelineGroup
FMR LLCin group FMR LLC1,700,133$240M0.01%+111,89613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,084,268$153M0.03%-28,85313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,056,264$149M-43,794Timeline
LPL Financial LLC957,106$135M0.04%+4,94013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…884,191$125M0.07%-15,35413F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC836,147$118M0.16%+299,80713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…832,893$118M0.07%+14,79713F-HR/ATimelineGroup
M&T Bank Corpin group M&T Bank Corp536,272$75.7M0.24%-13,90413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC470,217$66.4M0.02%+9,84913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC469,215$66.2M0.09%-2,72313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO422,327$59.6M<0.01%+9,71713F-HRTimelineGroup
HighTower Advisors, LLC368,628$52M0.06%+4,57113F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA353,595$49.9M0.24%13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC337,788$47.7M0.01%-10,74413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA326,260$46.1M0.01%+56,89213F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC275,933$39M0.06%-5,91113F-HRTimelineGroup
Beaumont Financial Advisors, LLC246,098$34.7M2.29%+10,77913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC227,365$32.1M0.24%-11413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP216,586$30.6M0.02%+12,33613F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding197,924$27.9M+6,660Timeline
AlphaCore Capital LLC196,476$27.7M0.62%+196,40013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS192,600$27.2M0.05%+4,36313F-HRTimeline
Mariner, LLCin group Mariner, LLC182,217$25.7M0.03%+2,59413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding177,485$25.1M+16,221Timeline
Heartwood Wealth Advisors LLC175,275$24.7M2.28%+2,15813F-HRTimeline
Cetera Investment Advisers171,777$24.2M0.03%+3,76413F-HRTimeline
Falcon Wealth Planning168,054$23.7M2%+5,34913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding163,392$23.1M-135,669Timeline
Schneider Downs Wealth Management Advis…159,516$22.5M2.54%+1,93313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.158,606$22.4M0.03%-8,89913F-HRTimelineGroup
GHP Investment Advisors, Inc.157,685$22.3M0.92%-34813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…133,577$18.9M0.11%-7,24813F-HRTimelineGroup
Arax Advisory Partners132,074$18.6M0.54%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…131,675$18.6M0.03%-48,95613F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP131,308$18.5M0.02%+60913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP130,570$18.4M0.02%-54313F-HRTimelineGroup
Sterling Financial Planning, Inc.128,848$18.2M5.48%+4,67013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …126,165$17.8M0.13%13F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP123,867$17.5M0.02%+74,99313F-HR/ATimelineGroup
Probity Advisors, Inc.110,007$15.5M2.49%+91913F-HRTimeline
Creative Planningin group Creative Planning102,836$14.5M0.01%+42013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC101,577$14.3M0.3%-1,48413F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding100,240$14.1M-2,293Timeline
RTD Financial Advisors, Inc.99,847$14.1M1.72%-3,46413F-HRTimeline
Palisades Hudson Asset Management, L.P.98,284$13.9M5.38%-7,08613F-HRTimeline
INSPIRE TRUST CO, N.A.98,000$13.8M2.27%+13,00013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…95,622$13.5M0.05%+50213F-HRTimelineGroup
Texas Yale Capital Corp.95,246$13.4M0.41%013F-HRTimeline
MAI Capital Management94,834$13.4M0.08%+2,04113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.85,123$12M0.08%+5,32313F-HRTimelineGroup
One Capital Management, LLC84,228$11.9M0.36%-12,22013F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP81,245$11.5M0.07%+26,74013F-HRTimelineGroup
Cresset Asset Management, LLC79,297$11.2M0.05%+2,90013F-HRTimeline
TBH Global Asset Management, LLC117,301$11.2M1.87%+113,33913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC73,897$10.5M0.04%+3,34113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC72,921$10.3M<0.01%-99913F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC70,449$9.94M0.02%+4,38413F-HRTimeline
Rodgers & Associates, LTD70,380$9.93M1.01%-2,43613F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC70,154$9.9M1.21%+6,38913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\69,169$9.76M0.01%-1,38313F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding69,171$9.76M-744Timeline
Financial Engines Advisors L.L.C.68,872$9.72M0.02%+4,86513F-HRTimeline
Capital Advisors, Ltd. LLC68,488$9.67M1.09%-39813F-HRTimeline
Cambridge Investment Research Advisors,…67,700$9.56M0.03%+1,63013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources66,069$9.33M<0.01%-5,24013F-HRTimelineGroup
Steward Partners Investment Advisory, L…65,635$9.26M0.05%-39613F-HRTimeline
Salomon & Ludwin, LLC63,522$9.16M0.81%-1,31213F-HRTimeline
Future Fund LLC64,211$9.06M2.87%013F-HRTimeline
PITTENGER & ANDERSON INC63,450$8.96M0.34%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\62,510$8.82M<0.01%013F-HRTimelineGroup
Financial Advisors Network, Inc.60,563$8.55M1.17%+1,19413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.58,935$8.32M0.01%+4,90313F-HRTimelineGroup
Newton One Investments LLC56,548$7.98M2.35%-1,23513F-HRTimeline
JFS WEALTH ADVISORS, LLC56,153$7.93M0.45%+4313F-HRTimeline
Lee Financial Co55,677$7.86M1.06%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…55,403$7.82M0.09%+1,26113F-HRTimelineGroup
Compound Planning, Inc.54,289$7.66M0.23%+80913F-HRTimeline
Ifrah Financial Services, Inc.52,923$7.47M1.92%-13113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp52,878$7.46M<0.01%+5,49313F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS51,467$7.27M<0.01%+86713F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC51,334$7.25M5.35%+4,57913F-HRTimeline
PW Nova Financial Services LLC50,675$7.23M2.74%13F-HRTimeline
Sigma Planning Corp49,040$7.08M0.2%+1,43913F-HRTimeline
UMB Bank, n.a.49,238$6.95M0.09%-2,06013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NBT BANK, N.A.in group NBT BANK, N.A.3,565$6.6M0.44%+11113F-HRTimelineGroup
Clayton Financial Group LLC46,091$6.51M3.32%+1,18713F-HRTimeline
Chicago Partners Investment Group LLC43,046$6.45M0.16%+97713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,434$6.27M0.01%-13,53613F-HRTimeline
Cottage Street Advisors LLC44,260$6.25M2.64%-69713F-HRTimeline
SOA Wealth Advisors, LLC.43,897$6.2M1.05%-2,45213F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…42,522$6M0.2%013F-HRTimelineGroup
StoryOne LLC0$5.84M3.53%13F-HRTimelineAmount filed as zero, left out of ratios.
BOKF, NAin group BOKF, NA41,195$5.82M0.09%-2,59913F-HRTimelineGroup
Baltimore-Washington Financial Advisors…41,089$5.8M0.24%-2,46213F-HRTimeline
Azimuth Capital Investment Management L…40,970$5.78M0.21%-50013F-HRTimeline
Belpointe Asset Management LLC40,951$5.78M0.21%-45,94713F-HRTimeline
Centerpoint Advisors, LLC40,748$5.75M1.77%-44813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…38,120$5.57M0.01%-2,69513F-HRTimeline
Sanctuary Advisors, LLC39,123$5.52M0.03%+6,07913F-HRTimeline
Mill Creek Capital Advisors, LLC38,747$5.47M0.11%+313F-HRTimeline
Sowell Financial Services LLC38,261$5.4M0.2%+6,73913F-HRTimeline
COMERICA BANK38,194$5.39M0.02%-34113F-HRTimeline
Accretive Wealth Partners, LLC37,277$5.26M1.56%-52713F-HRTimeline
Private Advisor Group, LLC36,851$5.2M0.02%+20813F-HRTimeline
Asset Management Group, Inc.35,804$5.05M0.82%-15413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…35,084$4.95M0.01%+7,13213F-HRTimelineGroup
Arkadios Wealth Advisors34,984$4.94M0.1%+18,73313F-HRTimeline
Sunbelt Securities, Inc.34,871$4.92M0.33%-72513F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC34,863$4.92M1.18%-72913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/34,550$4.88M<0.01%+25213F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP34,176$4.82M0.06%+2,89113F-HRTimeline
CWM, LLCin group CWM, LLC34,040$4.8M0.01%+25,89313F-HRTimelineGroup
First Citizens Financial Corp33,185$4.68M2.31%+3513F-HRTimeline
Veratis Advisors, Inc.30,499$4.65M3.68%13F-HRTimeline
Councilor Wealth, LLC32,428$4.58M2.16%-2,62413F-HRTimeline
Beacon Pointe Advisors, LLC32,370$4.57M0.03%+26,08613F-HRTimeline
Wilmington Savings Fund Society, FSB31,037$4.38M0.1%-1,40713F-HRTimeline
San Luis Wealth Advisors LLC30,813$4.35M0.73%+1,51513F-HRTimeline
Guidance Point Advisors, LLC30,411$4.29M1%-94213F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP29,980$4.23M<0.01%-25,13413F-HRTimelineGroup
Neumann Capital Management, LLC29,960$4.23M1.22%+65013F-HRTimeline
Janney Montgomery Scott LLC29,657$4.19M0.01%+58213F-HRTimeline
Independence Financial Advisors, LLC29,449$4.16M1.14%+1,11013F-HRTimeline
MMA ASSET MANAGEMENT LLC29,445$4.16M1.48%+98613F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers29,142$4.11M0.01%+1,86713F-HRTimelineGroup
LTG Capital LLC29,016$4.1M3.19%-33813F-HRTimeline
GREENLEAF TRUST29,014$4.1M0.04%-57213F-HRTimeline
COURIER CAPITAL LLC29,011$4.1M0.23%+97613F-HRTimeline
Crestwood Advisors Group, LLC27,119$3.83M0.06%+2,00013F-HRTimeline
PINNACLE ASSOCIATES LTD26,229$3.7M0.05%-6113F-HRTimeline
Stone Wealth Partners26,093$3.68M3.28%13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC26,089$3.68M0.03%+9,09813F-HRTimelineGroup
Integrated Wealth Concepts LLC25,969$3.67M0.04%-1,67013F-HRTimeline
NewEdge Advisors, LLC25,955$3.66M0.01%+4,80813F-HRTimeline
BFSG, LLC25,742$3.63M0.35%+58113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC25,726$3.63M0.01%+4,68813F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO25,271$3.57M0.45%-1,42713F-HRTimeline
FIRST HORIZON CORP25,000$3.53M0.16%-3313F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.23,875$3.37M0.48%-35013F-HRTimeline
Pacific Sun Financial Corp23,473$3.31M1.6%-37013F-HRTimeline
HB Wealth Management, LLC23,439$3.31M0.02%+5,88513F-HRTimeline
Ascension Capital Advisors, Inc.23,373$3.3M1.13%new13F-HRTimeline
M1 Capital Management LLC23,152$3.27M1.36%-1,35313F-HRTimeline
Baring Financial LLC22,995$3.25M1.98%+2,10913F-HRTimeline
BKM Wealth Management, LLC22,727$3.21M1.17%+19713F-HRTimeline
&PARTNERS22,654$3.2M0.02%+10,10213F-HRTimeline
Trail Ridge Investment Advisors, LLC21,423$3.02M1.3%+56313F-HRTimeline
VICTORY FINANCIAL GROUP, LLC21,366$3.02M0.38%-58513F-HRTimeline
ALLIANCEBERNSTEIN L.P.21,085$2.98M<0.01%+13913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC21,029$2.97M0.02%-1,27213F-HRTimelineGroup
Blue Edge Capital, LLC20,758$2.93M0.39%-1,76013F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC20,677$2.92M0.42%+2,87713F-HR/ATimeline
John A. Wolfe & Associates, Inc.20,665$2.92M1.58%13F-HRTimeline
Novak & Powell Financial Services, Inc.22,015$2.83M1.48%+10,02513F-HRTimeline
Quotient Wealth Partners, LLC20,029$2.83M0.08%-2,02813F-HRTimeline
STEVENS CAPITAL PARTNERS19,973$2.82M0.74%+1,40813F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp19,852$2.8M0.07%-36313F-HRTimelineGroup
World Investment Advisors19,536$2.76M0.05%+2,35613F-HR/ATimeline
Broadview Financial Management, LLC19,455$2.75M1.84%-12613F-HRTimeline
Cypress Capital Management LLC (WY)19,333$2.73M2.53%-2513F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV18,958$2.68M0.7%-42213F-HRTimeline
Asset Dedication, LLC18,391$2.6M0.17%+98313F-HRTimeline
MSH Capital Advisors LLC18,283$2.58M0.55%013F-HRTimeline
NorthRock Partners, LLC18,179$2.57M0.04%-40613F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC17,786$2.51M0.05%-83513F-HRTimeline
Taylor Financial Group, Inc.17,639$2.49M1.46%+7913F-HRTimeline
HARBOR ADVISORY CORP /MA/17,217$2.43M0.74%-8,56713F-HRTimeline
Soltis Investment Advisors LLC17,093$2.41M0.16%+77013F-HR/ATimeline
Pathway Financial Advisors LLC16,404$2.4M0.3%013F-HRTimeline
Connecticut Wealth Management, LLC16,916$2.39M0.1%013F-HRTimeline
InvesTrust16,897$2.39M0.92%+19613F-HRTimeline
Ullmann Wealth Partners Group, LLC16,881$2.36M0.25%-19213F-HRTimeline
Lee, Kelleher & Klein Wealth Management16,502$2.33M1.39%+16513F-HRTimeline
Serenity Investment Advisors15,886$2.33M1.36%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.15,899$2.25M0.1%-1,23613F-HRTimelineGroup
MidFirst Bank15,713$2.22M0.18%13F-HRTimeline
J.W. COLE ADVISORS, INC.16,291$2.21M0.05%+37213F-HRTimeline
Parallel Advisors, LLC15,529$2.19M0.04%-30213F-HRTimeline
Alvarez & Marsal Private Wealth Partner…15,098$2.13M0.41%13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC15,051$2.12M0.83%+74013F-HRTimeline
FIRST MERCHANTS CORP14,741$2.08M0.08%-65713F-HRTimeline
Dominguez Wealth Management Solutions, …14,527$2.05M1.25%+73913F-HRTimeline
Thomasville National Bank14,438$2.04M0.13%-9513F-HRTimeline
Orion Porfolio Solutions, LLC14,316$2.02M0.01%+11,32813F-HRTimeline
Farther Finance Advisors, LLC14,277$2.02M0.02%+9,80613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,235$2.01M<0.01%+17713F-HRTimelineGroup
Net Worth Advisory Group14,008$1.98M0.4%+12,19713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC13,896$1.96M0.98%-1,98613F-HRTimeline
CITY HOLDING CO13,894$1.96M0.24%+24013F-HRTimeline
Capital Squared Financial LLC13,859$1.96M1.53%+2,55613F-HRTimeline
Ballentine Partners, LLC13,720$1.94M0.03%013F-HRTimeline
SONATA CAPITAL GROUP INC13,710$1.94M0.7%+12413F-HRTimeline
OneDigital Investment Advisors LLC13,561$1.91M0.02%+26513F-HRTimeline
White Lighthouse Investment Management …12,820$1.81M0.25%-1613F-HRTimeline
BECKER CAPITAL MANAGEMENT INC12,801$1.81M0.05%013F-HRTimeline
Ironwood Financial, llc12,184$1.81M0.31%-72913F-HRTimeline
Prime Capital Investment Advisors, LLC12,706$1.79M0.02%-23113F-HRTimeline
PACIFIC FINANCIAL GROUP INC12,634$1.78M0.99%-56313F-HRTimeline