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Disclosery

IXJ ISHARES TR

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SHS (fund)

267 managers (269 13F filers) reported a position in IXJ shares at 2025-03-31, 31,846,946 shares in all. 21 filers opened a position and 30 filers sold out during the quarter.

Managers
267
13F filers
269
New
21
Added
62
Reduced
85
Sold out
30
Shares held by filers
31,846,946

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Sandy Spring Bank450$41K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc433$39.5K0.01%013F-HRTimeline
Paladin Advisory Group, LLC420$38.3K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.408$37.2K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.400$36.5K<0.01%013F-HRTimeline
Arax Advisory Partners352$32.1K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.351$32.1K<0.01%013F-HRTimeline
CX Institutional346$32K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK350$31.9K<0.01%013F-HR/ATimeline
Vermillion Wealth Management, Inc.348$31.7K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd346$31.5K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.340$31K<0.01%+16913F-HRTimeline
Physician Wealth Advisors, Inc.333$30.4K0.01%013F-HRTimeline
EASTERN BANK330$30.1K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …320$29.2K0.01%13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT315$28.7K<0.01%013F-HRTimeline
WASHINGTON TRUST Co300$27.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.300$27.4K<0.01%+19513F-HRTimeline
CoreCap Advisors, LLC291$26.5K<0.01%013F-HRTimeline
WHITTIER TRUST CO285$26K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC281$25.6K<0.01%+2413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…262$23.9K<0.01%+16613F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC251$22.9K<0.01%013F-HRTimeline
SYM FINANCIAL Corp247$22.5K<0.01%-21113F-HRTimeline
Pacifica Partners Inc.250$22.4K0.01%013F-HRTimeline
Community Bank, N.A.230$21K<0.01%-16313F-HRTimeline
Grove Bank & Trust212$19.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC208$19K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources200$18.2K<0.01%013F-HRTimelineGroup
Centricity Wealth Management, LLC200$18.2K0.02%013F-HRTimeline
North Star Investment Management Corp.178$16.2K<0.01%013F-HRTimeline
Mattson Financial Services, LLC172$15.7K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.166$15K<0.01%new13F-HRTimeline
Hopwood Financial Services, Inc.130$11.9K0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC124$11.3K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…120$10.9K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV117$10.7K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…104$9.48K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC100$9.08K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC89$8.09K<0.01%013F-HRTimeline
Nemes Rush Group LLC84$7.66K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.89$7.38K<0.01%new13F-HRTimelineGroup
Key Financial Inc78$7.11K<0.01%013F-HRTimeline
Founders Capital Management76$6.93K<0.01%013F-HRTimeline
Continuum Advisory, LLC73$6.66K<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.71$6.47K<0.01%-713F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…66$6.02K<0.01%new13F-HRTimelineGroup
Pflug Koory, LLC58$5.29K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.58$5.29K<0.01%013F-HRTimeline
HOWE & RUSLING INC52$4.74K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC44$4.01K<0.01%013F-HR/ATimeline
Allworth Financial LP40$3.44K<0.01%013F-HRTimeline
SIGNATUREFD, LLC36$3.3K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.32$2.92K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC30$2.58K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC28$2.55K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.25$2.28K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC23$2.1K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp23$2.1K<0.01%013F-HRTimeline
PFS Partners, LLC19$1.75K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc16$1.46K<0.01%+513F-HRTimeline
Graney & King, LLC10$912<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC9$821<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.5$456<0.01%013F-HRTimeline
Creekmur Asset Management LLC3$290<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC5$00%-13913F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-72513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.