Skip to content
Disclosery

INDY ISHARES TR

Follow

UIT EXCHANGE TRADED (fund)

99 managers (99 13F filers) reported a position in INDY shares at 2025-09-30, 3,858,015 shares in all. 7 filers opened a position and 13 filers sold out during the quarter.

Managers
99
13F filers
99
New
7
Added
27
Reduced
28
Sold out
13
Shares held by filers
3,858,015

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
BlackRock, Inc.in group BlackRock, Inc.1,939,219$98.7M<0.01%-153,15813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY316,935$16.1M<0.01%+15,37613F-HR/ATimelineGroup
LPL Financial LLC154,596$7.87M<0.01%+2,39113F-HRTimeline
UBS Group AGin group UBS Group AG149,238$7.6M<0.01%+3,82213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN148,546$7.56M<0.01%+17,25613F-HRTimelineGroup
Summit Financial, LLC135,710$6.91M0.11%+6,67813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA119,311$6.07M<0.01%-34,46413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/117,462$5.98M<0.01%+7,93313F-HR/ATimelineGroup
Cypress Capital Groupin group Cypress Capital Group65,250$3.32M0.4%-12,13513F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP41,498$2.11M<0.01%+2,58713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,079$1.73M<0.01%-1,37113F-HRTimelineGroup
BANQUE PICTET & CIE SA30,000$1.53M0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC29,940$1.52M<0.01%new13F-HRTimelineGroup
BEARING POINT CAPITAL, LLC26,255$1.34M0.23%+28513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP26,180$1.33M<0.01%+3,01713F-HRTimelineGroup
Creative Planningin group Creative Planning25,004$1.27M<0.01%+11613F-HRTimelineGroup
CIBC WORLD MARKET INC.22,894$1.17M<0.01%-43613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\22,257$1.13M<0.01%013F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC21,063$1.07M<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS20,200$1.03M<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC19,624$999K<0.01%-54413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,739$907K<0.01%+5,62613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,342$883K<0.01%-10,90613F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…17,211$876K<0.01%-53313F-HRTimelineGroup
Cetera Investment Advisers17,092$870K<0.01%+4,60213F-HRTimeline
PURSUE WEALTH PARTNERS LLC13,857$705K0.39%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …13,211$672K0.01%013F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC12,524$637K0.06%+1,70613F-HRTimeline
Unique Wealth Strategies, LLC12,206$621K0.24%+41613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC12,112$617K<0.01%+1,32213F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO11,690$595K0.05%013F-HRTimelineGroup
SEAVIEW INVESTMENT MANAGERS LLC11,468$584K0.22%+6513F-HRTimeline
BRIGHTON JONES LLC11,177$569K0.01%-8313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,083$564K<0.01%-17,19413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,036$562K<0.01%+2513F-HRTimelineGroup
OLD MISSION CAPITAL LLC10,470$533K0.02%new13F-HRTimeline
EVOKE WEALTH, LLC10,365$528K0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,329$526K<0.01%-44713F-HRTimelineGroup
Clearstead Advisors, LLC8,982$457K0.01%013F-HRTimeline
KFA Private Wealth Group, LLC8,061$410K0.12%-76413F-HRTimeline
Artisan Partners Limited Partnership7,826$398K<0.01%+1,12213F-HRTimeline
IFP Advisors, Inc7,805$397K0.01%-16,74813F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,381$376K<0.01%new13F-HRTimelineGroup
Finley Financial, LLC6,960$354K0.16%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,817$347K<0.01%-38,48513F-HRTimelineGroup
FMR LLCin group FMR LLC6,504$331K<0.01%-2,14113F-HRTimelineGroup
EAGLE HARBOR ASSET MANAGEMENT INC /ADV6,187$322K0.28%-40613F-HRTimeline
Viewpoint Capital Management LLC6,005$306K0.13%013F-HRTimeline
Pilgrim Partners Asia Pte Ltd6,000$305K0.14%13F-HRTimeline
Cambridge Investment Research Advisors,…5,892$300K<0.01%+2813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,558$283K<0.01%+50013F-HRTimelineGroup
Activest Wealth Management5,274$268K0.05%+4,80813F-HRTimeline
Rathbones Group PLC5,120$261K<0.01%013F-HRTimeline
NewEdge Wealth, LLC4,589$244K<0.01%013F-HRTimeline
Pine Valley Investments Ltd Liability Co4,726$241K0.01%-20013F-HRTimeline
Obermeyer Wealth Partners4,601$234K0.01%013F-HRTimeline
TrinityBridge Ltd4,560$232K0.01%013F-HRTimeline
Prospect Financial Services LLC4,300$219K0.13%new13F-HRTimeline
GK Wealth Management LLC4,265$217K0.16%-10513F-HRTimeline
SIGNATUREFD, LLC4,173$212K<0.01%013F-HRTimeline
NewEdge Advisors, LLC4,136$211K<0.01%-4,66113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,108$209K0.01%+38713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,054$206K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.3,085$157K0.02%+52513F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.2,714$138K0.02%013F-HRTimeline
RHUMBLINE ADVISERS2,430$124K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS2,309$118K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,859$94.6K<0.01%+19813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,814$92.3K<0.01%-3,21913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,679$85.4K<0.01%-67013F-HRTimelineGroup
Farther Finance Advisors, LLC1,440$73.3K<0.01%+12413F-HRTimeline
Steward Partners Investment Advisory, L…1,152$58.7K<0.01%-1,04113F-HRTimeline
COMERICA BANK1,125$57.3K<0.01%-1013F-HRTimeline
Advisory Services Network, LLC1,090$55.5K<0.01%new13F-HRTimeline
FIRST HORIZON CORP870$44.3K<0.01%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/665$33.8K<0.01%-1513F-HRTimelineGroup
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
Boreal Capital Management LLC480$24.4K0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\470$23.9K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.425$21.8K<0.01%+11513F-HRTimeline
HAZLETT, BURT & WATSON, INC.410$20K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC325$16.5K<0.01%-1213F-HRTimelineGroup
Breakwater Investment Management316$16.1K0.01%-2,24913F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC305$15.5K<0.01%013F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…280$14.2K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO278$14.2K<0.01%013F-HR/ATimelineGroup
Pacific Center for Financial Services166$8.44K<0.01%013F-HRTimeline
WHITTIER TRUST CO135$6.91K<0.01%013F-HRTimeline
Abich Financial Wealth Management LLC125$6.36K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC125$6K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.96$4.89K<0.01%+4513F-HRTimeline
SIMPLEX TRADING, LLC42$2K<0.01%-20013F-HRTimeline
Rice Partnership, LLC27$1.37K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division9$458<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$204<0.01%-813F-HRTimelineGroup
BIRCHBROOK, INC.2$102<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$51<0.01%013F-HRTimeline