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Disclosery

IJT ISHARES TR

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S&P SML 600 GWT (fund)

751 managers (765 13F filers) reported a position in IJT shares at 2026-03-31, 28,483,468 shares in all. 44 filers opened a position and 48 filers sold out during the quarter.

Managers
751
13F filers
765
New
44
Added
218
Reduced
256
Sold out
48
Shares held by filers
28,483,468

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 STANLEY3,190,418$462M0.03%+94,30913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,046,459$296M0.02%+19,74613F-HRTimelineGroup
FMR LLCin group FMR LLC1,878,122$272M0.01%+177,98913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding1,092,939$158M+36,675Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC1,045,467$151M0.25%+209,32013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,034,483$150M0.03%-49,78513F-HR/ATimelineGroup
LPL Financial LLC1,031,245$149M0.04%+74,13913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…880,071$127M0.08%+47,17813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…867,154$125M0.07%-17,03713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC536,550$77.6M0.02%+66,33313F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp516,834$74.8M0.24%-19,43813F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC482,180$69.8M0.1%+12,96513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO420,756$58.8M<0.01%-1,57113F-HR/ATimelineGroup
HighTower Advisors, LLC365,965$53M0.06%-2,66313F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA346,762$50.2M0.25%-6,83313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA339,450$49.1M0.01%+13,19013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC326,778$47.3M0.01%-11,01013F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding295,738$42.8M+132,346Timeline
Cerity Partners LLCin group Cerity Partners LLC273,823$39.6M0.06%-2,11013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP261,738$37.9M0.05%+130,43013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.251,455$36.4M0.05%+92,84913F-HRTimelineGroup
Beaumont Financial Advisors, LLC249,133$36.1M2.48%+3,03513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP253,384$35.8M0.02%+36,79813F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC232,555$33.7M0.25%+5,19013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS209,117$30.3M0.05%+16,51713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding205,537$29.7M+7,613Timeline
Cetera Investment Advisers203,028$29.4M0.03%+31,25113F-HRTimeline
Heartwood Wealth Advisors LLC190,029$27.5M2.4%+14,75413F-HRTimeline
AlphaCore Capital LLC188,822$27.3M0.65%-7,65413F-HRTimeline
Mariner, LLCin group Mariner, LLC181,213$26.2M0.03%-1,00413F-HRTimelineGroup
Falcon Wealth Planning178,532$25.8M1.76%+10,47813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding178,303$25.8M+818Timeline
Schneider Downs Wealth Management Advis…164,021$23.7M2.62%+4,50513F-HRTimeline
GHP Investment Advisors, Inc.157,632$22.8M0.94%-5313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…134,479$19.5M0.03%+2,80413F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding130,670$18.9M+30,430Timeline
Sterling Financial Planning, Inc.129,856$18.8M5.57%+1,00813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…129,080$18.7M0.12%-4,49713F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …126,832$18.4M0.14%+66713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP126,336$18.3M0.02%-4,23413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP123,263$17.8M0.03%-60413F-HRTimelineGroup
Arax Advisory Partners121,045$17.5M0.49%-11,02913F-HRTimeline
Creative Planningin group Creative Planning111,989$16.2M0.01%+9,15313F-HRTimelineGroup
Probity Advisors, Inc.111,864$16.2M2.56%+1,85713F-HRTimeline
Cassaday & Co Wealth Management LLC102,203$14.8M0.32%+62613F-HRTimeline
INSPIRE TRUST CO, N.A.102,000$14.8M2.28%+4,00013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding99,525$14.4M+30,354Timeline
Palisades Hudson Asset Management, L.P.99,030$14.3M5.59%+74613F-HRTimeline
MAI Capital Management96,649$14M0.08%+1,81513F-HRTimeline
RTD Financial Advisors, Inc.94,923$13.7M1.69%-4,92413F-HRTimeline
Texas Yale Capital Corp.94,721$13.7M0.39%-52513F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…94,318$13.6M0.05%-1,30413F-HRTimelineGroup
Cambridge Investment Research Advisors,…84,493$12.2M0.03%+16,79313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.85,605$12.1M0.08%+48213F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC82,662$12M0.05%+8,76513F-HRTimelineGroup
Cresset Asset Management, LLC81,601$11.8M0.05%+2,30413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC76,866$11.1M<0.01%+3,94513F-HRTimelineGroup
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP70,274$10.2M0.07%-10,97113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\69,281$10M0.01%+11213F-HRTimelineGroup
Rodgers & Associates, LTD69,010$9.99M1.02%-1,37013F-HRTimeline
Steward Partners Investment Advisory, L…68,357$9.89M0.05%+2,72213F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC68,350$9.89M1.26%-1,80413F-HRTimeline
Capital Advisors, Ltd. LLC68,159$9.86M1.12%-32913F-HRTimeline
Financial Engines Advisors L.L.C.67,552$9.78M0.02%-1,32013F-HRTimeline
MML INVESTORS SERVICES, LLC67,376$9.75M0.03%-3,07313F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources64,719$9.37M<0.01%-1,35013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.64,593$9.35M0.01%+5,65813F-HRTimelineGroup
PITTENGER & ANDERSON INC63,450$9.18M0.37%013F-HRTimeline
Salomon & Ludwin, LLC62,236$9.14M0.82%-1,28613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\62,510$9.05M<0.01%013F-HRTimelineGroup
Financial Advisors Network, Inc.58,999$8.54M1.18%-1,56413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…56,543$8.18M0.09%+1,14013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC55,968$8.1M0.45%-18513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV55,009$7.96M0.01%+10,57513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp53,781$7.78M<0.01%+90313F-HRTimelineGroup
FORTRESS FINANCIAL GROUP, LLC53,040$7.68M5.68%+1,70613F-HRTimeline
Ifrah Financial Services, Inc.52,791$7.64M2.02%-13213F-HRTimeline
Compound Planning, Inc.52,664$7.62M0.24%-1,62513F-HRTimeline
Sigma Planning Corp51,879$7.51M0.21%+2,83913F-HRTimeline
PW Nova Financial Services LLC51,092$7.39M1.85%+41713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,028$7.24M<0.01%-1,43913F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC47,668$6.9M0.03%+21,94213F-HRTimelineGroup
Clayton Financial Group LLC47,500$6.87M3.53%+1,40913F-HRTimeline
Chicago Partners Investment Group LLC42,941$6.85M0.15%-10513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.46,615$6.75M0.44%+43,05013F-HRTimelineGroup
StoryOne LLC0$6.71M3.78%013F-HRTimelineAmount filed as zero, left out of ratios.
UMB Bank, n.a.46,067$6.67M0.09%-3,17113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cottage Street Advisors LLC42,661$6.17M2.67%-1,59913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…42,522$6.15M0.2%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.42,076$6.09M1.15%-1,82113F-HRTimeline
NORDEN GROUP LLC41,435$6M0.58%new13F-HRTimeline
BOKF, NAin group BOKF, NA41,037$5.94M0.09%-15813F-HRTimelineGroup
Azimuth Capital Investment Management L…40,470$5.86M0.22%-50013F-HRTimeline
Centerpoint Advisors, LLC39,970$5.78M1.88%-77813F-HRTimeline
Baltimore-Washington Financial Advisors…39,958$5.78M0.25%-1,13113F-HRTimeline
Mill Creek Capital Advisors, LLC38,749$5.61M0.12%+213F-HRTimeline
Sowell Financial Services LLC38,260$5.54M0.2%-113F-HRTimeline
Accretive Wealth Partners, LLC38,156$5.52M1.56%+87913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/37,580$5.44M<0.01%+3,03013F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP37,427$5.42M0.07%+3,25113F-HRTimeline
Arkadios Wealth Advisors36,094$5.22M0.09%+1,11013F-HRTimeline
Private Advisor Group, LLC35,932$5.2M0.02%-91913F-HRTimeline
Asset Management Group, Inc.35,013$5.07M0.82%-79113F-HRTimeline
Sunbelt Securities, Inc.34,830$5.04M0.32%-4113F-HRTimeline
CWM, LLCin group CWM, LLC34,297$4.96M0.01%+25713F-HRTimelineGroup
DUMONT & BLAKE INVESTMENT ADVISORS LLC33,782$4.89M1.22%-1,08113F-HRTimeline
Taylor Financial Group, Inc.33,474$4.84M2.94%+15,83513F-HRTimeline
MMA ASSET MANAGEMENT LLC33,116$4.79M1.69%+3,67113F-HRTimeline
First Citizens Financial Corp32,988$4.77M2.25%-19713F-HRTimeline
Belpointe Asset Management LLC32,956$4.77M0.17%-7,99513F-HRTimeline
San Luis Wealth Advisors LLC32,179$4.66M0.77%+1,36613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…30,506$4.48M0.01%-7,61413F-HRTimeline
Independence Financial Advisors, LLC30,547$4.42M1.33%+1,09813F-HRTimeline
Councilor Wealth, LLC30,384$4.4M2.13%-2,04413F-HRTimeline
Guidance Point Advisors, LLC30,247$4.38M1.04%-16413F-HRTimeline
HB Wealth Management, LLC30,254$4.38M0.03%+6,81513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC30,119$4.36M0.03%+4,03013F-HRTimelineGroup
Janney Montgomery Scott LLC29,895$4.33M0.01%+23813F-HRTimeline
Wilmington Savings Fund Society, FSB29,612$4.29M0.1%-1,42513F-HRTimeline
Integrated Wealth Concepts LLC29,368$4.25M0.03%+3,39913F-HRTimeline
Beacon Pointe Advisors, LLC29,298$4.24M0.02%-3,07213F-HRTimeline
Neumann Capital Management, LLC29,270$4.24M1.25%-69013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers29,062$4.21M0.01%-8013F-HRTimelineGroup
LTG Capital LLC28,940$4.19M3.2%-7613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP28,708$4.15M<0.01%-1,27213F-HRTimelineGroup
BFSG, LLC28,565$4.13M0.39%+2,82313F-HRTimeline
GREENLEAF TRUST28,359$4.1M0.04%-65513F-HRTimeline
NewEdge Advisors, LLC28,261$4.09M0.01%+2,30613F-HR/ATimeline
PINNACLE ASSOCIATES LTD27,627$4M0.05%+1,39813F-HRTimeline
Mesirow Financial Investment Management…26,746$3.87M0.06%new13F-HRTimeline
Blue Edge Capital, LLC26,709$3.87M0.51%+5,95113F-HRTimeline
Stone Wealth Partners26,242$3.8M3.41%+14913F-HRTimeline
Crestwood Advisors Group, LLC24,826$3.59M0.06%-2,29313F-HRTimeline
FIRST HORIZON CORP24,499$3.55M0.15%-50113F-HRTimeline
1834 INVESTMENT ADVISORS CO24,419$3.53M0.44%-85213F-HRTimeline
&PARTNERS24,121$3.5M0.02%+1,46713F-HRTimeline
BKM Wealth Management, LLC23,244$3.36M1.23%+51713F-HRTimeline
Baring Financial LLC23,096$3.34M2.04%+10113F-HRTimeline
M1 Capital Management LLC23,000$3.33M1.53%-15213F-HRTimeline
Pacific Sun Financial Corp22,968$3.32M1.61%-50513F-HRTimeline
STEVENS CAPITAL PARTNERS22,193$3.21M0.77%+2,22013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp21,717$3.14M0.08%+1,86513F-HRTimelineGroup
VICTORY FINANCIAL GROUP, LLC21,420$3.1M0.38%+5413F-HRTimeline
Trail Ridge Investment Advisors, LLC21,379$3.09M1.34%-4413F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.21,356$3.09M0.43%-2,51913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,737$3M<0.01%-14,34713F-HRTimelineGroup
COURIER CAPITAL LLC20,439$2.96M0.17%-8,57213F-HR/ATimeline
Sanctuary Advisors, LLC20,290$2.94M0.02%-18,83313F-HRTimeline
John A. Wolfe & Associates, Inc.20,271$2.93M4.5%-39413F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC20,201$2.92M0.41%-47613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC20,180$2.92M0.01%-84913F-HRTimelineGroup
Quotient Wealth Partners, LLC19,207$2.78M0.07%-82213F-HRTimeline
Broadview Financial Management, LLC19,130$2.77M1.89%-32513F-HRTimeline
Cypress Capital Management LLC (WY)18,926$2.74M2.53%-40713F-HRTimeline
Asset Dedication, LLC18,743$2.71M0.19%+35213F-HRTimeline
Serenity Investment Advisors16,480$2.67M1.25%+59413F-HRTimeline
MSH Capital Advisors LLC18,388$2.66M0.56%+10513F-HRTimeline
World Investment Advisors18,131$2.62M0.04%-1,40513F-HRTimeline
NorthRock Partners, LLC17,811$2.58M0.04%-36813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV17,748$2.57M0.67%-1,21013F-HRTimeline
Soltis Investment Advisors LLC17,678$2.56M0.17%+58513F-HRTimeline
Farther Finance Advisors, LLC17,030$2.49M0.02%+2,75313F-HRTimeline
Connecticut Wealth Management, LLC17,023$2.46M0.1%+10713F-HRTimeline
InvesTrust16,975$2.46M1.03%+7813F-HRTimeline
HARBOR ADVISORY CORP /MA/16,685$2.41M0.73%-53213F-HRTimeline
Lee, Kelleher & Klein Wealth Management16,595$2.4M1.43%+9313F-HRTimeline
Pathway Financial Advisors LLC16,322$2.4M0.3%-8213F-HRTimeline
One Capital Management, LLC15,996$2.31M0.06%-68,23213F-HRTimeline
MidFirst Bank15,758$2.28M0.19%+4513F-HRTimeline
OneDigital Investment Advisors LLC15,648$2.26M0.02%+2,08713F-HRTimeline
Dominguez Wealth Management Solutions, …15,591$2.26M1.37%+1,06413F-HRTimeline
Parallel Advisors, LLC15,475$2.24M0.04%-5413F-HR/ATimeline
Alvarez & Marsal Private Wealth Partner…15,098$2.18M0.31%013F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC15,029$2.17M0.85%-2213F-HRTimeline
Ullmann Wealth Partners Group, LLC14,689$2.13M0.22%-2,19213F-HRTimeline
Capital Squared Financial LLC14,681$2.12M1.62%+82213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC14,627$2.12M0.04%-3,15913F-HRTimeline
Independent Advisor Alliance14,372$2.08M0.02%+12,70613F-HRTimeline
Net Worth Advisory Group14,187$2.05M0.43%+17913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,180$2.05M<0.01%-5513F-HRTimelineGroup
Columbia Bank14,179$2.05M0.59%+2,14213F-HRTimeline
SONATA CAPITAL GROUP INC13,888$2.01M0.74%+17813F-HRTimeline
CITY HOLDING CO13,735$1.99M0.25%-15913F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC13,686$1.98M0.96%-21013F-HRTimeline
Advisory Services Network, LLC13,120$1.9M0.03%+59213F-HRTimeline
ALLIANCEBERNSTEIN L.P.13,322$1.88M<0.01%-7,76313F-HRTimeline
White Lighthouse Investment Management …12,888$1.87M0.26%+6813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC12,801$1.85M0.05%013F-HRTimeline
FIRST MERCHANTS CORP12,713$1.84M0.07%-2,02813F-HRTimeline
BLAIR WILLIAM & CO/IL12,644$1.83M0.01%+1,46213F-HRTimeline
Prime Capital Investment Advisors, LLC12,577$1.82M0.02%-12913F-HRTimeline
EP Wealth Advisors, LLC12,361$1.79M0.01%+1,28613F-HRTimeline
FLOW TRADERS U.S. LLC12,209$1.77M0.06%+8,86613F-HRTimeline
Regal Investment Advisors LLC12,145$1.76M0.1%+40413F-HRTimeline
Capital Square, LLC10,951$1.76M0.81%+3,16613F-HRTimeline
Ironwood Financial, llc11,932$1.73M0.3%-25213F-HRTimeline
Ballentine Partners, LLC11,885$1.72M0.02%-1,83513F-HRTimeline
Novak & Powell Financial Services, Inc.11,851$1.71M0.92%-10,16413F-HRTimeline
MATHER GROUP, LLC.11,826$1.71M0.02%+2,26213F-HRTimeline
AFT, FORSYTH & COMPANY, INC.11,787$1.71M0.8%-3713F-HRTimeline