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Disclosery

INDY ISHARES TR

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UIT EXCHANGE TRADED (fund)

98 managers (98 13F filers) reported a position in INDY shares at 2024-12-31, 8,926,108 shares in all. 8 filers opened a position and 16 filers sold out during the quarter.

Managers
98
13F filers
98
New
8
Added
32
Reduced
26
Sold out
16
Shares held by filers
8,926,108

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
State of Tennessee, Department of Treas…4,737,647$241M0.87%-141,76913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.1,940,209$98.6M<0.01%-19,02113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY402,622$20.5M<0.01%-21,04613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/266,222$13.5M<0.01%+241,58613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN261,061$13.3M<0.01%+30,75113F-HRTimelineGroup
LPL Financial LLC177,746$9.04M<0.01%+85,76013F-HRTimeline
UBS Group AGin group UBS Group AG148,982$7.57M<0.01%-15,07713F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group125,735$6.39M0.78%-8,90213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC70,871$3.6M0.01%new13F-HRTimelineGroup
Pasadena Private Wealth, LLC56,848$2.89M0.59%+1,72013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,019$2.54M<0.01%+16,89213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,229$2.3M<0.01%13F-HR/ATimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP38,804$1.97M<0.01%+18013F-HRTimeline
MML INVESTORS SERVICES, LLC33,122$1.68M0.01%+2,82313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,062$1.53M<0.01%+5913F-HRTimelineGroup
BANQUE PICTET & CIE SA30,000$1.53M0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP24,651$1.25M<0.01%+2,11013F-HRTimelineGroup
Creative Planningin group Creative Planning24,592$1.25M<0.01%-14013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC24,223$1.23M<0.01%+2,07313F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC21,063$1.07M<0.01%-1,47713F-HRTimelineGroup
IFP Advisors, Inc20,076$1.02M0.03%-50213F-HRTimeline
CIBC WORLD MARKET INC.19,430$988K<0.01%+2,31013F-HRTimeline
Atom Investors LP18,674$949K0.12%+2,61113F-HRTimeline
Unique Wealth Strategies, LLC18,338$932K0.41%+1,31713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…17,646$897K<0.01%-2,19213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV17,139$871K<0.01%+8,18213F-HRTimeline
FLOW TRADERS U.S. LLC13,373$680K0.03%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC13,238$673K<0.01%013F-HRTimelineGroup
Clear Creek Financial Management, LLC13,053$664K0.07%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC12,383$630K<0.01%-33513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …12,200$620K0.01%-1,40013F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO11,690$594K0.04%013F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,449$582K0.01%+4,65513F-HRTimelineGroup
BRIGHTON JONES LLC11,177$568K0.02%+713F-HR/ATimeline
Cetera Investment Advisers10,825$550K<0.01%-17813F-HRTimeline
EVOKE WEALTH, LLC10,365$527K0.01%+1,00013F-HRTimeline
NewEdge Advisors, LLC10,185$518K<0.01%-86513F-HRTimeline
Clearstead Advisors, LLC8,982$457K0.01%013F-HRTimeline
FMR LLCin group FMR LLC7,422$377K<0.01%+45113F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV6,974$367K0.37%+7713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…7,099$361K<0.01%+5,74413F-HRTimelineGroup
Finley Financial, LLC6,960$348K0.18%13F-HRTimeline
Artisan Partners Limited Partnership6,704$341K<0.01%-74513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,144$312K<0.01%-40013F-HRTimelineGroup
Clarity Capital Partners LLC6,132$312K0.16%-17,59313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,067$309K<0.01%-2,88813F-HR/ATimelineGroup
Viewpoint Capital Management LLC6,005$305K0.16%013F-HRTimeline
Cambridge Investment Research Advisors,…5,798$295K<0.01%-36613F-HRTimeline
CARRET ASSET MANAGEMENT, LLC5,783$294K0.03%+2,01013F-HRTimeline
Rathbones Group PLC5,120$260K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,033$255K<0.01%-1,92313F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC5,000$254K0.15%013F-HRTimeline
Pine Valley Investments Ltd Liability Co4,997$254K0.02%+613F-HRTimeline
Owen LaRue, LLC4,800$244K0.13%-25,35013F-HRTimeline
TOWNSQUARE CAPITAL LLC4,705$239K<0.01%-9313F-HRTimeline
NewEdge Wealth, LLC4,589$233K<0.01%013F-HRTimeline
TrinityBridge Ltd4,560$232K0.01%013F-HRTimeline
D.A. DAVIDSON & CO.4,417$225K<0.01%013F-HRTimeline
KFA Private Wealth Group, LLC4,271$217K0.09%new13F-HRTimeline
SIGNATUREFD, LLC4,173$212K<0.01%+613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,125$210K<0.01%+25913F-HRTimelineGroup
GK Wealth Management LLC4,045$206K0.26%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,557$181K<0.01%+1,54813F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS3,535$180K0.08%+2,53513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,714$138K0.02%013F-HRTimeline
Breakwater Investment Management2,565$130K0.06%013F-HR/ATimeline
WEBSTER BANK, N. A.2,560$130K0.01%+38513F-HRTimeline
RHUMBLINE ADVISERS2,430$124K<0.01%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management2,175$111K<0.01%-25013F-HRTimelineGroup
BOCHK Asset Management Ltd2,000$102K0.03%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,786$90.8K<0.01%-19913F-HRTimelineGroup
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…1,308$66.5K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…1,268$64.5K<0.01%-52013F-HRTimeline
COMERICA BANK1,236$62.8K<0.01%+813F-HR/ATimeline
Farther Finance Advisors, LLC989$50.3K<0.01%-17413F-HRTimeline
First Horizon Advisors, Inc.870$44.2K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/680$34.6K<0.01%+1113F-HRTimelineGroup
Qube Research & Technologies Ltd678$34.5K<0.01%+38413F-HRTimeline
PRIVATE TRUST CO NA609$31K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA600$30.5K0.01%013F-HRTimeline
Parallel Advisors, LLC496$25.2K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\470$23.9K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC375$19.1K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO368$18.7K<0.01%-44013F-HRTimelineGroup
Copia Wealth Management363$18.5K0.02%13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors335$17K<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC305$15.5K<0.01%013F-HR/ATimelineGroup
Blue Trust, Inc.300$15.3K<0.01%new13F-HR/ATimeline
HAZLETT, BURT & WATSON, INC.190$9K<0.01%013F-HRTimeline
Pacific Center for Financial Services166$8.43K<0.01%013F-HRTimeline
WHITTIER TRUST CO135$6.86K<0.01%+1513F-HRTimeline
CWM, LLCin group CWM, LLC125$6K<0.01%013F-HRTimelineGroup
Rice Partnership, LLC41$2.08K<0.01%+113F-HRTimeline
Central Pacific Bank - Trust Division9$458<0.01%013F-HRTimeline
Continuum Advisory, LLC6$305<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC1$51<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC9$00%13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.