IJJ — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IJJ? 54 Institutions Hold $49.9M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IJJ)? 54 institutions reported holding $49.86M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Independence Financial Advisors, LLC ($10.0M), First Citizens Financial Corp ($6.9M), Whitaker-Myers Wealth Managers, LTD. ($3.7M).

Rank	Institution	Value	Shares	Change
1	Independence Financial Advisors, LLC	$10.0M	72,279	Added
2	First Citizens Financial Corp	$6.9M	50,014	Trimmed
3	Whitaker-Myers Wealth Managers, LTD.	$3.7M	26,987	Trimmed
4	ANB BANK	$3.6M	25,936	Added
5	Farther Finance Advisors, LLC	$3.2M	23,317	Added
6	Prosperity Planning, Inc.	$3.2M	22,889	Trimmed
7	Gerald Baker Financial Group LLC	$2.6M	18,597	Added
8	Breakwater Capital Group	$2.3M	16,463	Added
9	Bangor Savings Bank	$1.7M	12,083	Hold
10	DAVIDSON TRUST CO	$1.2M	8,418	Trimmed
11	Venture Visionary Partners LLC	$932,746	6,772	Added
12	MassMutual Private Wealth & Trust, FSB	$904,066	6,565	Hold
13	Balefire, LLC	$820,063	5,955	New
14	Cambridge Financial Group, LLC	$794,454	5,378	Hold
15	FC Advisory LLC	$640,528	4,651	Added
16	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$619,970	4,502	Hold
17	Montecito Bank & Trust	$618,318	4,490	Hold
18	DOLIVER ADVISORS, LP	$494,241	3,589	Trimmed
19	Atlas Brown,Inc.	$372,205	2,703	Added
20	Heartwood Wealth Advisors LLC	$364,243	2,645	Hold
21	KWMG, LLC	$356,393	2,588	Hold
22	Wedmont Private Capital	$299,216	2,134	Trimmed
23	Valeo Financial Advisors, LLC	$294,200	2,136	Hold
24	First Heartland Consultants, Inc.	$294,011	2,135	Trimmed
25	Vann Equity Management LLC	$293,254	2,130	Added

Source: SEC Form 13F filings · as of 2026-09-30