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Disclosery

IXJ ISHARES TR

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SHS (fund)

268 managers (270 13F filers) reported a position in IXJ shares at 2025-06-30, 32,324,650 shares in all. 31 filers opened a position and 33 filers sold out during the quarter.

Managers
268
13F filers
270
New
31
Added
77
Reduced
83
Sold out
33
Shares held by filers
32,324,650

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd508$43.7K0.01%013F-HR/ATimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp450$38.7K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB450$38.7K<0.01%013F-HRTimeline
Capital Investment Counsel, Inc433$37.3K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.421$36.2K<0.01%13F-HRTimeline
Paladin Advisory Group, LLC420$36.2K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.408$35K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.400$34.4K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd380$32.7K<0.01%+3413F-HRTimelineGroup
Brooklyn Investment Group363$31.3K<0.01%new13F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.363$31K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FRANKLIN RESOURCES INCin group Franklin Resources360$31K<0.01%+16013F-HRTimelineGroup
Arax Advisory Partners352$30.3K<0.01%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.351$30.3K<0.01%013F-HRTimeline
COUNTRY TRUST BANK350$30.1K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.348$30K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC346$29.8K<0.01%-18013F-HRTimelineGroup
Physician Wealth Advisors, Inc.336$28.9K<0.01%+313F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT315$27.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.298$25K<0.01%+13213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC251$21.6K<0.01%013F-HRTimeline
Pacifica Partners Inc.250$21.4K0.01%013F-HRTimeline
SYM FINANCIAL Corp247$21.3K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…231$19.9K<0.01%-3113F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …230$19.8K<0.01%13F-HRTimelineGroup
Grove Bank & Trust212$18.3K<0.01%013F-HRTimeline
Sound Income Strategies, LLC208$17.9K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC207$17.9K<0.01%-7413F-HRTimeline
Centricity Wealth Management, LLC200$17.2K0.01%013F-HRTimeline
North Star Investment Management Corp.179$15.4K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.150$12.9K<0.01%-15013F-HRTimeline
Hopwood Financial Services, Inc.130$11.2K0.01%013F-HRTimeline
EASTERN BANK128$11K<0.01%-20213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC124$10.7K<0.01%013F-HRTimeline
Aviso Financial Inc.122$10.5K<0.01%new13F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…120$10.3K<0.01%013F-HRTimelineGroup
Fairscale Capital, LLC118$9.8K0.01%new13F-HRTimeline
Community Bank, N.A.105$9.04K<0.01%-12513F-HRTimeline
CoreCap Advisors, LLC105$9.04K<0.01%-18613F-HRTimeline
Capital Investment Advisory Services, L…104$8.95K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC100$8.56K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC92$7.92K<0.01%+6413F-HRTimeline
MONTAG A & ASSOCIATES INC89$7.64K<0.01%013F-HRTimeline
LGT Financial Advisors LLC80$6.89K0.02%new13F-HRTimeline
Founders Capital Management76$6.54K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…66$5.68K<0.01%013F-HRTimelineGroup
Pflug Koory, LLC58$4.99K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.58$4.99K<0.01%013F-HRTimeline
Transce3nd, LLC53$4.56K<0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC48$4.13K<0.01%new13F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/44$3.79K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC44$3.79K<0.01%013F-HRTimeline
SIGNATUREFD, LLC39$3.36K<0.01%+313F-HRTimeline
Quest 10 Wealth Builders, Inc.32$2.75K<0.01%013F-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%013F-HRTimeline
Key Financial Inc20$1.72K<0.01%-5813F-HRTimeline
PFS Partners, LLC19$1.67K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc16$1.38K<0.01%013F-HRTimeline
Graney & King, LLC10$869<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8$689<0.01%-1,18113F-HRTimelineGroup
Plante Moran Financial Advisors, LLC5$430<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.5$430<0.01%013F-HRTimeline
Creekmur Asset Management LLC3$276<0.01%013F-HRTimeline
Keystone Global Partners, LLC2$258<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$86<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.