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Disclosery

IXJ ISHARES TR

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SHS (fund)

277 managers (279 13F filers) reported a position in IXJ shares at 2024-12-31, 30,865,393 shares in all. 26 filers opened a position and 32 filers sold out during the quarter.

Managers
277
13F filers
279
New
26
Added
68
Reduced
90
Sold out
32
Shares held by filers
30,865,393

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
CONCOURSE FINANCIAL GROUP SECURITIES, I…725$64.2K<0.01%-34913F-HRTimeline
SITTNER & NELSON, LLC690$59.3K0.03%013F-HRTimeline
Clearstead Advisors, LLC600$51.6K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC567$48.7K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC526$45.2K<0.01%013F-HRTimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd508$43.7K0.01%13F-HRTimelineGroup
SYM FINANCIAL Corp458$39.4K0.01%-2413F-HRTimeline
Wilmington Savings Fund Society, FSB450$38.7K<0.01%new13F-HRTimeline
Sandy Spring Bank450$38.7K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC445$38K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.408$37.3K0.02%13F-HRTimeline
Capital Investment Counsel, Inc433$37.2K0.01%new13F-HRTimeline
Avior Wealth Management, LLC420$36.1K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC420$36.1K0.03%013F-HRTimeline
BOKF, NAin group BOKF, NA400$34.9K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.400$34.4K<0.01%013F-HRTimeline
Community Bank, N.A.393$33.8K<0.01%-19,87513F-HRTimeline
Venturi Wealth Management, LLC362$31.1K<0.01%-16713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …358$30.8K<0.01%013F-HRTimelineGroup
Arax Advisory Partners352$30.3K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.351$30.2K<0.01%013F-HRTimeline
COUNTRY TRUST BANK350$30.1K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.348$29.9K0.02%13F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd346$29.7K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.333$28.6K<0.01%new13F-HRTimeline
EASTERN BANK330$28.4K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …320$27.5K0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT315$27.1K<0.01%013F-HRTimeline
WASHINGTON TRUST Co300$25.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC291$25K<0.01%013F-HRTimeline
WHITTIER TRUST CO285$24.5K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC257$22.1K<0.01%+213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC251$21.6K<0.01%013F-HRTimeline
Pacifica Partners Inc.250$21.5K0.01%013F-HRTimeline
NewEdge Advisors, LLC223$19.2K<0.01%+10813F-HRTimeline
Grove Bank & Trust212$18.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC212$18.2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC208$17.9K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources200$17.2K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC200$17.2K0.02%13F-HRTimeline
DHJJ Financial Advisors, Ltd.186$16K0.01%-1013F-HRTimeline
North Star Investment Management Corp.178$15.3K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.171$14.7K<0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC130$12.8K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC144$12K<0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.130$11.2K0.01%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC124$10.7K<0.01%new13F-HR/ATimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…120$10.3K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV117$10.1K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC111$9.54K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.105$9.03K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…104$8.94K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC100$8.58K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…96$8.25K<0.01%new13F-HRTimelineGroup
LEE DANNER & BASS INC92$7.91K<0.01%new13F-HRTimeline
MONTAG A & ASSOCIATES INC89$7.63K<0.01%013F-HRTimeline
Nemes Rush Group LLC84$7.22K<0.01%new13F-HRTimeline
Key Financial Inc78$6.71K<0.01%+5813F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.78$6.71K<0.01%-1913F-HRTimelineGroup
Founders Capital Management76$6.53K<0.01%013F-HRTimeline
Continuum Advisory, LLC73$6.28K<0.01%013F-HRTimeline
Pflug Koory, LLC58$4.99K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.58$4.99K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC44$3.78K<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB41$3.52K<0.01%013F-HRTimeline
Allworth Financial LP40$3.5K<0.01%-57913F-HRTimeline
SIGNATUREFD, LLC36$3.11K<0.01%+913F-HRTimeline
Quest 10 Wealth Builders, Inc.32$2.75K<0.01%13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC30$2.58K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.25$2.15K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp23$1.98K<0.01%13F-HRTimeline
PFS Partners, LLC19$1.65K<0.01%-413F-HRTimeline
Advanced Asset Management Advisors Inc11$946<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6$516<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.5$429<0.01%013F-HRTimeline
Creekmur Asset Management LLC3$273<0.01%013F-HRTimeline
Activest Wealth Management0$00%-40013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.