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Disclosery

IDNA ISHARES TR

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ETF (fund)

51 managers (51 13F filers) reported a position in IDNA shares at 2025-09-30, 2,067,909 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
51
13F filers
51
New
9
Added
17
Reduced
12
Sold out
5
Shares held by filers
2,067,909

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
UBS Group AGin group UBS Group AG559,840$13.2M<0.01%+7,49713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/288,167$6.8M<0.01%+18,04613F-HR/ATimelineGroup
Wharton Business Group, LLC285,777$6.75M0.29%-4,95013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC148,107$3.5M<0.01%+12,55213F-HRTimelineGroup
Portland Global Advisors LLC103,007$2.43M0.27%+68413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC71,473$1.69M<0.01%+5,54013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA71,084$1.68M<0.01%-3,01713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY55,317$1.31M<0.01%-76,32813F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC51,220$1.21M<0.01%+7,14913F-HRTimelineGroup
LPL Financial LLC49,757$1.17M<0.01%+3,22413F-HRTimeline
Clearwater Capital Advisors, LLC44,180$1.04M0.09%-22,94813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC31,666$748K<0.01%-2,38913F-HRTimelineGroup
Avior Wealth Management, LLC28,475$672K0.02%+47613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC28,191$666K<0.01%-3,01113F-HRTimeline
FLOW TRADERS U.S. LLC27,716$655K0.03%-17,68813F-HRTimeline
Cambridge Investment Research Advisors,…24,964$590K<0.01%+1,93413F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …24,514$579K0.03%+2,22813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,249$573K<0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC23,427$553K0.01%-6,28713F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC20,000$472K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,572$391K<0.01%+1,63813F-HRTimelineGroup
Opes Wealth Management LLC14,445$341K0.06%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,626$310K<0.01%+4,89213F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO1,747$292K0.03%new13F-HRTimeline
Cetera Investment Advisers11,551$273K<0.01%+13613F-HRTimeline
MATAURO, LLC11,067$261K0.04%+1,09713F-HRTimeline
Ally Invest Advisors Inc.9,555$226K0.02%new13F-HRTimeline
First Heartland Consultants, Inc.8,678$205K0.02%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,806$182K<0.01%-80113F-HRTimelineGroup
Founders Financial Alliance, LLC3,400$80.3K0.02%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,071$48.9K<0.01%new13F-HRTimelineGroup
Tidemark, LLC1,395$32.9K0.01%+4813F-HRTimeline
Sunbelt Securities, Inc.1,000$23.6K<0.01%-10013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/780$18.4K<0.01%013F-HRTimelineGroup
Pacific Center for Financial Services550$13K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…300$7.08K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp275$6.93K0.01%013F-HRTimeline
IFP Advisors, Inc291$6.87K<0.01%013F-HR/ATimeline
Archer Investment Corp248$5.86K<0.01%013F-HRTimeline
Arax Advisory Partners205$4.84K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC184$4.34K<0.01%-313F-HRTimelineGroup
Farther Finance Advisors, LLC180$4.25K<0.01%+7313F-HRTimeline
Geneos Wealth Management Inc.164$3.88K<0.01%013F-HRTimeline
AE Wealth Management LLC148$3.5K<0.01%+1513F-HRTimeline
HHM Wealth Advisors, LLC135$3.19K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…100$2.36K<0.01%013F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC85$2.01K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC78$1.84K<0.01%013F-HRTimeline
Rossby Financial, LCC64$1.56K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC55$1.3K<0.01%-5513F-HRTimeline
Wealthspire Advisors, LLC23$534<0.01%new13F-HRTimeline