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Institutional Holders of IJJ

There is a long list of 711 institutional holders of IJJ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of IJJ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-IJJ table below, the initial column indicates the name of each top institutional holder of IJJ, with a link to that fund's top holdings. The next columns indicate the amount of IJJ stock held by each of the institutional holders of IJJ, followed by the IJJ position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley4,042,458$461,002 12/31/2023
     IJJ4,042,458$461,002 12/31/2023
Wells Fargo & Company MN3,811,367$434,648 12/31/2023
     IJJ3,811,367$434,648 12/31/2023
FMR LLC3,428,215$390,954 12/31/2023
     IJJ3,428,215$390,954 12/31/2023
Bank of America Corp DE2,217,467$252,880 12/31/2023
     IJJ2,217,467$252,880 12/31/2023
UBS Group AG1,961,097$223,644 12/31/2023
     IJJ1,961,097$223,644 12/31/2023
Envestnet Asset Management Inc.1,699,815$193,847 12/31/2023
     IJJ1,699,815$193,847 12/31/2023
The PNC Financial Services Group Inc.1,297,771$147,998 12/31/2023
     IJJ1,297,771$147,998 12/31/2023
Ameriprise Financial Inc.980,580$111,860 12/31/2023
     IJJ980,580$111,860 12/31/2023
D.A. Davidson & CO.857,147$97,749 12/31/2023
     IJJ857,147$97,749 12/31/2023
Financial Engines Advisors L.L.C.792,931$90,426 12/31/2023
     IJJ792,931$90,426 12/31/2023
Raymond James & Associates693,011$81,976 03/31/2024
     IJJ693,011$81,976 03/31/2024
Northern Trust Corp665,401$75,882 12/31/2023
     IJJ665,401$75,882 12/31/2023
LPL Financial LLC645,062$73,563 12/31/2023
     IJJ645,062$73,563 12/31/2023
Evensky & Katz LLC606,003$71,684 03/31/2024
     IJJ606,003$71,684 03/31/2024
Northwestern Mutual Wealth Management Co.610,556$69,628 12/31/2023
     IJJ610,556$69,628 12/31/2023
Bank of New York Mellon Corp585,226$66,739 12/31/2023
     IJJ585,226$66,739 12/31/2023
Cullen Frost Bankers Inc.572,197$65,253 12/31/2023
     IJJ572,197$65,253 12/31/2023
Midland Wealth Advisors LLC563,684$64,283 12/31/2023
     IJJ563,684$64,283 12/31/2023
Royal Bank of Canada478,942$54,617 12/31/2023
     IJJ478,942$54,617 12/31/2023
Willis Johnson & Associates Inc.415,016$49,092 03/31/2024
     IJJ415,016$49,092 03/31/2024
GW Henssler & Associates Ltd.400,020$45,618 12/31/2023
     IJJ400,020$45,618 12/31/2023
JPMorgan Chase & Co.390,535$44,537 12/31/2023
     IJJ390,535$44,537 12/31/2023
Baird Financial Group Inc.364,059$41,517 12/31/2023
     IJJ364,059$41,517 12/31/2023
MAI Capital Management349,926$39,906 12/31/2023
     IJJ349,926$39,906 12/31/2023
BOKF NA333,656$38,050 12/31/2023
     IJJ333,656$38,050 12/31/2023
Truist Financial Corp309,100$35,250 12/31/2023
     IJJ309,100$35,250 12/31/2023
Commonwealth Equity Services LLC283,659$32,348 12/31/2023
     IJJ283,659$32,348 12/31/2023
Creative Planning270,362$30,832 12/31/2023
     IJJ270,362$30,832 12/31/2023
Cambridge Investment Research Advisors Inc.256,891$30,388 03/31/2024
     IJJ256,891$30,388 03/31/2024
HighTower Advisors LLC260,780$29,741 12/31/2023
     IJJ260,780$29,741 12/31/2023
Pathstone Holdings LLC254,448$29,017 12/31/2023
     IJJ254,448$29,017 12/31/2023
Duff & Phelps Investment Management Co.240,735$27,453 12/31/2023
     IJJ240,735$27,453 12/31/2023
Cerity Partners LLC237,389$27,072 12/31/2023
     IJJ237,389$27,072 12/31/2023
Courier Capital LLC216,049$25,556 03/31/2024
     IJJ216,049$25,556 03/31/2024
Rockefeller Capital Management L.P.204,940$23,371 12/31/2023
     IJJ204,940$23,371 12/31/2023
Northern Oak Wealth Management Inc.203,584$23,217 12/31/2023
     IJJ203,584$23,217 12/31/2023
Bank of Montreal Can190,087$21,913 12/31/2023
     IJJ190,087$21,913 12/31/2023
Advisor Group Holdings Inc.191,954$21,895 12/31/2023
     IJJ191,954$21,895 12/31/2023
SRS Capital Advisors Inc.184,614$21,053 12/31/2023
     IJJ184,614$21,053 12/31/2023
Keybank National Association OH183,133$20,884 12/31/2023
     IJJ183,133$20,884 12/31/2023
Salomon & Ludwin LLC182,686$20,834 12/31/2023
     IJJ182,686$20,834 12/31/2023
Rehmann Capital Advisory Group181,748$20,727 12/31/2023
     IJJ181,748$20,727 12/31/2023
Wealth Advisory Solutions LLC173,866$20,567 03/31/2024
     IJJ173,866$20,567 03/31/2024
Lido Advisors LLC172,158$19,633 12/31/2023
     IJJ172,158$19,633 12/31/2023
Mariner LLC169,023$19,275 12/31/2023
     IJJ169,023$19,275 12/31/2023
Equitable Holdings Inc.166,460$18,983 12/31/2023
     IJJ166,460$18,983 12/31/2023
SPC Financial Inc.164,047$18,708 12/31/2023
     IJJ164,047$18,708 12/31/2023
Raymond James Financial Services Advisors Inc.152,737$18,067 03/31/2024
     IJJ152,737$18,067 03/31/2024
First Merchants Corp147,775$16,852 12/31/2023
     IJJ147,775$16,852 12/31/2023
Jmac Enterprises LLC138,812$15,830 12/31/2023
     IJJ138,812$15,830 12/31/2023

See All: Funds Holding IJJ
See Details: Top 10 Hedge Funds Holding IJJ
Also See: IJJ Holdings Changes

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