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Disclosery

IDNA ISHARES TR

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ETF (fund)

60 managers (60 13F filers) reported a position in IDNA shares at 2026-03-31, 2,127,198 shares in all. 9 filers opened a position and 6 filers sold out during the quarter.

Managers
60
13F filers
60
New
9
Added
19
Reduced
13
Sold out
6
Shares held by filers
2,127,198

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 AG486,772$14.1M<0.01%+78713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/458,697$13.3M<0.01%+111,99213F-HRTimelineGroup
Wharton Business Group, LLC269,987$7.84M0.3%-3,16013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC114,331$3.32M<0.01%+14,06413F-HR/ATimelineGroup
Portland Global Advisors LLC104,133$3.03M0.32%+1,12913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY94,211$2.74M<0.01%+31,69313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC76,610$2.23M<0.01%-63,81413F-HRTimelineGroup
LPL Financial LLC72,542$2.11M<0.01%+9,09413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA51,853$1.51M<0.01%-9,00213F-HRTimelineGroup
Clearwater Capital Advisors, LLC36,296$1.05M0.09%-1,52913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC33,099$962K<0.01%+1,40813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC27,668$804K<0.01%-18713F-HRTimeline
Avior Wealth Management, LLC26,154$760K0.02%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24,859$722K<0.01%+1,31313F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…23,593$685K<0.01%new13F-HRTimeline
GTS SECURITIES LLC23,301$677K0.02%new13F-HRTimeline
Cambridge Investment Research Advisors,…23,010$668K<0.01%+1,51613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …21,208$616K0.04%-2,80413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,616$576K<0.01%+1,12013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC16,100$468K<0.01%+1,40013F-HRTimelineGroup
Cetera Investment Advisers15,321$445K<0.01%+87813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,391$360K<0.01%+2,99313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,158$324K<0.01%+2,43813F-HRTimelineGroup
Opes Wealth Management LLC10,945$318K0.05%-3,50013F-HRTimeline
MML INVESTORS SERVICES, LLC9,638$280K<0.01%+81113F-HRTimeline
First Heartland Consultants, Inc.8,196$238K0.02%-52613F-HRTimeline
OneDigital Investment Advisors LLC7,835$228K<0.01%013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.7,560$220K<0.01%new13F-HRTimelineGroup
MATAURO, LLC7,417$215K0.03%new13F-HRTimeline
Ally Invest Advisors Inc.7,376$214K0.01%-93513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC7,182$209K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,490$101K<0.01%+1,16813F-HRTimelineGroup
Founders Financial Alliance, LLC3,412$99.1K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,413$41.1K<0.01%new13F-HRTimelineGroup
Tidemark, LLC1,389$40.4K0.01%-813F-HRTimeline
Sunbelt Securities, Inc.1,000$29.1K<0.01%013F-HRTimeline
Triumph Capital Management917$26.6K0.01%-34613F-HRTimeline
Vision Retirement, LLC750$21.8K0.01%013F-HRTimeline
Pacific Center for Financial Services553$16.1K<0.01%+313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…550$16K<0.01%+45013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…500$14.5K<0.01%-2013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…300$8.71K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd295$8.57K<0.01%-3513F-HRTimeline
IFP Advisors, Inc291$8.45K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/286$8.28K<0.01%new13F-HRTimelineGroup
Murphy & Mullick Capital Management Corp275$7.99K0.01%013F-HRTimeline
Farther Finance Advisors, LLC257$7.5K<0.01%013F-HRTimeline
Archer Investment Corp248$7.2K<0.01%013F-HRTimeline
Parallel Advisors, LLC200$5.81K<0.01%013F-HR/ATimeline
CFG Wealth Management Services, Inc.200$5.81K0.01%013F-HRTimeline
FMR LLCin group FMR LLC180$5.23K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.165$4.8K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC135$3.92K<0.01%013F-HRTimeline
1 NORTH WEALTH SERVICES LLC85$2.47K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC78$2.28K<0.01%013F-HRTimeline
Rossby Financial, LCC60$1.75K<0.01%+413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC55$1.6K<0.01%013F-HRTimeline
Allworth Financial LP40$1.16K<0.01%013F-HRTimeline
Larson Financial Group LLC14$416<0.01%new13F-HRTimeline
AlphaCore Capital LLC1$23<0.01%013F-HRTimeline