Skip to content
Disclosery

IDNA ISHARES TR

Follow

ETF (fund)

58 managers (58 13F filers) reported a position in IDNA shares at 2025-12-31, 2,085,656 shares in all. 12 filers opened a position and 8 filers sold out during the quarter.

Managers
58
13F filers
58
New
12
Added
17
Reduced
14
Sold out
8
Shares held by filers
2,085,656

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 AG485,985$12.7M<0.01%-73,85513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/346,705$9.08M<0.01%+58,53813F-HRTimelineGroup
Wharton Business Group, LLC273,147$7.15M0.27%-12,63013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC140,424$3.68M<0.01%-7,68313F-HRTimelineGroup
Portland Global Advisors LLC103,004$2.7M0.29%-313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC100,267$2.63M<0.01%+28,79413F-HRTimelineGroup
LPL Financial LLC63,448$1.66M<0.01%+13,69113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY62,518$1.64M<0.01%+7,20113F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA60,855$1.59M<0.01%-10,22913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,452$1.37M<0.01%+1,23213F-HRTimelineGroup
FLOW TRADERS U.S. LLC41,395$1.08M0.04%+13,67913F-HRTimeline
Clearwater Capital Advisors, LLC37,825$991K0.08%-6,35513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC31,691$748K<0.01%+2513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,855$730K<0.01%-33613F-HRTimeline
Avior Wealth Management, LLC26,154$685K0.02%-2,32113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …24,012$629K0.04%-50213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,546$617K<0.01%+6,97413F-HRTimelineGroup
OPAL CAPITAL LLC6,550$604K0.15%13F-HRTimeline
Cambridge Investment Research Advisors,…21,494$563K<0.01%-3,47013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,496$511K<0.01%+5,87013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC14,700$385K<0.01%-5,30013F-HRTimelineGroup
Opes Wealth Management LLC14,445$378K0.06%013F-HRTimeline
Cetera Investment Advisers14,443$378K<0.01%+2,89213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,655$331K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,490$301K<0.01%-12,75913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,398$246K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC8,827$231K<0.01%new13F-HRTimeline
First Heartland Consultants, Inc.8,722$228K0.02%+4413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,720$228K<0.01%+91413F-HRTimelineGroup
Ally Invest Advisors Inc.8,311$218K0.02%-1,24413F-HRTimeline
OneDigital Investment Advisors LLC7,835$205K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC3,412$89.4K0.02%+1213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC2,963$77.6K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,322$60.8K<0.01%+25113F-HR/ATimelineGroup
Tidemark, LLC1,397$36.6K0.01%+213F-HRTimeline
Triumph Capital Management1,263$33.1K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.1,000$26.2K<0.01%013F-HRTimeline
Vision Retirement, LLC750$19.6K0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…520$13.6K<0.01%new13F-HR/ATimelineGroup
Pacific Center for Financial Services550$13K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd330$8.64K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…300$7.86K<0.01%013F-HRTimeline
COMERICA BANK294$7.7K<0.01%new13F-HRTimeline
IFP Advisors, Inc291$7.62K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp275$7.2K0.01%013F-HRTimeline
Farther Finance Advisors, LLC257$6.73K<0.01%+7713F-HRTimeline
Archer Investment Corp248$6.5K<0.01%013F-HRTimeline
Parallel Advisors, LLC200$5.24K<0.01%new13F-HRTimeline
CFG Wealth Management Services, Inc.200$5.24K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.165$4.33K<0.01%+113F-HRTimeline
HHM Wealth Advisors, LLC135$3.54K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…100$2.62K<0.01%013F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC85$2.23K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC78$2.06K<0.01%013F-HRTimeline
Rossby Financial, LCC56$1.47K<0.01%-813F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC55$1.44K<0.01%013F-HRTimeline
Allworth Financial LP40$1.05K<0.01%new13F-HRTimeline
AlphaCore Capital LLC1$20<0.01%new13F-HRTimeline