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Disclosery

IDNA ISHARES TR

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ETF (fund)

49 managers (49 13F filers) reported a position in IDNA shares at 2025-03-31, 2,165,537 shares in all. 5 filers opened a position and 15 filers sold out during the quarter.

Managers
49
13F filers
49
New
5
Added
17
Reduced
11
Sold out
15
Shares held by filers
2,165,537

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
UBS Group AGin group UBS Group AG504,163$10.3M<0.01%+75,37313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY336,259$6.89M<0.01%+16,24213F-HRTimelineGroup
Wharton Business Group, LLC285,472$5.85M0.26%+14,85513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/274,991$5.63M<0.01%+64,20313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC125,241$2.57M<0.01%+96,97313F-HRTimelineGroup
Clearwater Capital Advisors, LLC85,653$1.76M0.17%+1,41113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA73,474$1.51M<0.01%-54213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC66,678$1.36M<0.01%-5,15413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC49,878$1.02M0.01%-29813F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC43,356$888K0.43%-1,09813F-HRTimeline
LPL Financial LLC41,792$856K<0.01%+2,87513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…39,701$813K<0.01%-56,66413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC30,712$629K<0.01%+1,04813F-HRTimeline
Avior Wealth Management, LLC27,767$569K0.02%+1,11713F-HRTimeline
U.S. Capital Wealth Advisors, LLC25,162$516K0.02%+6,05313F-HRTimeline
Cambridge Investment Research Advisors,…19,797$406K<0.01%+75613F-HRTimeline
Wolf Group Capital Advisors17,111$351K0.12%+2,51513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …17,488$349K0.03%+3,08513F-HRTimeline
Opes Wealth Management LLC14,445$296K0.06%+4,20013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN14,035$288K<0.01%+1,08613F-HRTimelineGroup
Consolidated Portfolio Review Corp12,693$260K0.04%-12313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,664$239K<0.01%-13,63613F-HRTimelineGroup
Cetera Investment Advisers10,861$223K<0.01%-50013F-HRTimeline
OneDigital Investment Advisors LLC9,981$205K<0.01%013F-HRTimeline
MATAURO, LLC9,897$203K0.04%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,937$167K<0.01%+3,89913F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,319$29.8K<0.01%013F-HRTimelineGroup
Tidemark, LLC1,421$29.1K0.01%+15213F-HRTimeline
CWM, LLCin group CWM, LLC1,361$28K<0.01%-10013F-HRTimelineGroup
Sunbelt Securities, Inc.1,000$20.5K<0.01%-10013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/780$16K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services733$15K<0.01%-12413F-HRTimeline
COMERICA BANK301$6.17K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…300$6.15K<0.01%013F-HRTimeline
IFP Advisors, Inc291$5.96K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp275$5.63K0.01%013F-HRTimeline
Archer Investment Corp248$5.08K<0.01%013F-HRTimeline
TD Capital Management LLC237$4.85K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.163$3.34K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.150$3.07K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC135$2.77K<0.01%013F-HRTimeline
AE Wealth Management LLC133$2.73K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC110$2.25K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC107$2.14K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…100$2.05K<0.01%013F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC85$1.74K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC77$1.59K<0.01%013F-HR/ATimeline
Parallel Advisors, LLC3$63<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.