Skip to content
Disclosery

IJT ISHARES TR

Follow

S&P SML 600 GWT (fund)

Filings received so far for Q3 2026: 60 13F filers report a position in IJT shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Heartwood Wealth Advisors LLC196,760$31.5M2.49%-43613F-HRTimeline
RTD Financial Advisors, Inc.85,494$13.7M1.5%-3,15913F-HRTimeline
Farther Finance Advisors, LLC66,113$10.6M0.08%+49,10613F-HRTimeline
Independence Financial Advisors, LLC46,017$7.38M1.85%+2,70313F-HRTimeline
First Citizens Financial Corp32,763$5.25M2.21%-16813F-HRTimeline
First Heartland Consultants, Inc.32,139$5.15M0.34%+30,62513F-HRTimeline
Councilor Wealth, LLC26,580$4.26M1.76%-1,86013F-HRTimeline
Baring Financial LLC23,189$3.72M2.01%+36313F-HRTimeline
Lee, Kelleher & Klein Wealth Management16,882$2.71M1.39%+3513F-HRTimeline
DIVERSIFIED MANAGEMENT INC16,688$2.68M0.47%+1,07613F-HRTimeline
Dominguez Wealth Management Solutions, …15,914$2.55M1.41%+18713F-HRTimeline
Pathway Financial Advisors LLC14,261$2.29M0.25%-1,77613F-HRTimeline
Avior Wealth Management, LLC10,811$1.73M0.05%+9,01313F-HRTimeline
Acropolis Investment Management, LLC7,212$1.16M0.05%+413F-HRTimeline
Wedmont Private Capital6,514$1.05M0.03%+3,32413F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC6,150$1.01M0.14%-9413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC6,172$990K0.07%013F-HRTimeline
FC Advisory LLC4,907$787K0.21%-2313F-HRTimeline
Montecito Bank & Trust4,712$755K0.11%-6713F-HRTimeline
Gerald Baker Financial Group LLC4,639$744K0.21%+313F-HRTimeline
Hickory Point Bank & Trust4,464$716K0.43%013F-HRTimeline
Valeo Financial Advisors, LLC4,012$643K0.01%-24713F-HRTimeline
Sprinkle Financial Consultants LLC3,897$625K0.24%+913F-HRTimeline
Avidian Wealth Enterprises, LLC3,725$597K0.02%-22813F-HRTimeline
Bangor Savings Bank3,613$579K0.04%013F-HRTimeline
jvl associates llc3,605$578K0.17%013F-HRTimeline
Decker Wealth Management LLC3,221$516K0.1%013F-HRTimeline
Venture Visionary Partners LLC3,199$513K0.01%+1,28813F-HRTimeline
Cambridge Financial Group, LLC2,745$490K0.15%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC3,058$490K0.06%013F-HRTimeline
Breakwater Capital Group2,966$476K0.06%+813F-HRTimeline
Grove Bank & Trust2,691$431K0.04%013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION2,591$415K0.03%013F-HRTimeline
Atlas Brown,Inc.2,589$415K0.11%+413F-HRTimeline
Prosperity Planning, Inc.2,501$401K0.09%+26313F-HRTimeline
CENTRAL BANK & TRUST CO2,382$382K0.05%013F-HRTimeline
YHB Investment Advisors, Inc.2,346$376K0.02%013F-HRTimeline
SAPIENT CAPITAL LLC2,184$350K<0.01%+87213F-HRTimeline
CONGRESS ASSET MANAGEMENT CO1,942$311K<0.01%new13F-HRTimeline
Paragon Capital Management Ltd1,831$294K0.05%013F-HRTimeline
Vann Equity Management LLC1,792$287K0.17%+2513F-HRTimeline
EASTERN BANK1,610$258K<0.01%+67013F-HRTimeline
DECISION INVESTMENTS, INC1,526$245K0.23%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,259$202K<0.01%013F-HRTimeline
Apella Capital, LLC1,244$201K<0.01%new13F-HRTimeline
GAMMA Investing LLC767$123K<0.01%013F-HRTimeline
ATWOOD & PALMER INC658$105K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC610$97.8K0.07%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB530$85K<0.01%+19013F-HRTimeline
Bullock Wealth Management Group472$76K0.03%+113F-HRTimeline
ACIMA PRIVATE WEALTH, LLC470$75.4K0.02%013F-HRTimeline
CoreCap Advisors, LLC347$55.6K<0.01%+1013F-HRTimeline
Rydar Equities, Inc.278$45K0.02%new13F-HRTimeline
Horizons Wealth Management270$43.3K0.03%13F-HRTimeline
CX Institutional247$40K<0.01%+113F-HRTimeline
Rosenberg Matthew Hamilton194$31.1K0.01%013F-HRTimeline
True Wealth Design, LLC150$24.1K0.01%013F-HRTimeline
Bank of New Hampshire128$20.5K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.113$18.1K<0.01%013F-HRTimeline
Versant Capital Management, Inc100$16K<0.01%013F-HRTimeline