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Disclosery

IXJ ISHARES TR

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SHS (fund)

292 managers (294 13F filers) reported a position in IXJ shares at 2025-12-31, 34,280,439 shares in all. 49 filers opened a position and 26 filers sold out during the quarter.

Managers
292
13F filers
294
New
49
Added
82
Reduced
78
Sold out
26
Shares held by filers
34,280,439

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Allworth Financial LP1,431$139K<0.01%+20213F-HRTimeline
FIRST HORIZON CORP1,200$117K0.01%013F-HRTimeline
Harbor Asset Planning, Inc.1,163$113K0.1%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,146$112K0.02%new13F-HRTimeline
IFP Advisors, Inc1,135$111K<0.01%+413F-HRTimeline
IMA Advisory Services, Inc.1,126$110K0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC1,117$109K0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,107$108K<0.01%+413F-HRTimeline
Titan Wealth (CI) Ltdin group Titan Investment Solutions Ltd945$92K0.04%13F-HRTimelineGroup
Princeton Global Asset Management LLC899$87.6K0.01%+2813F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise898$87K<0.01%013F-HRTimelineGroup
EFG International AGin group EFG International AG800$77.9K<0.01%13F-HRTimelineGroup
Dunhill Financial, LLC725$70.6K0.02%-23213F-HRTimeline
CX Institutional719$70K<0.01%+27213F-HRTimeline
SITTNER & NELSON, LLC690$69.2K0.02%013F-HRTimeline
Clearstead Advisors, LLC600$58.4K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust570$55.5K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC567$55.2K<0.01%013F-HRTimelineGroup
Triumph Capital Management562$54.7K0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd508$49.5K0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC495$48.2K0.01%013F-HRTimeline
Farther Finance Advisors, LLC484$47.1K<0.01%+12713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp450$43.8K<0.01%013F-HRTimelineGroup
Capital Investment Counsel, Inc433$42.2K<0.01%new13F-HRTimeline
Paladin Advisory Group, LLC420$40.9K0.03%013F-HRTimeline
LOM Asset Management Ltd407$39.6K0.01%+11013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…364$35.5K<0.01%+5713F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.363$35K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COUNTRY TRUST BANK350$34.1K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.348$33.9K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd346$33.7K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.338$32.9K<0.01%+213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT315$30.7K<0.01%013F-HRTimeline
Arax Advisory Partners315$30.7K<0.01%new13F-HRTimeline
Nvest Wealth Strategies, Inc.310$30.2K0.02%13F-HRTimeline
LANARK FINANCIAL, INC.303$29.5K<0.01%013F-HRTimeline
Align Financial, LLC29,308$29.3K0.02%13F-HRTimeline
Bogart Wealth, LLC250$24.4K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …230$22.4K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC226$22K<0.01%+10313F-HRTimeline
ENTRUST FINANCIAL LLC220$21.4K0.02%13F-HRTimeline
Grove Bank & Trust212$20.6K<0.01%013F-HRTimeline
Sankala Group LLC200$20.3K0.02%13F-HRTimeline
PRIVATE TRUST CO NA202$19.7K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.200$19.5K<0.01%-22113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp198$19.3K<0.01%new13F-HRTimelineGroup
NFSG Corp189$18.4K<0.01%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…185$18K<0.01%new13F-HRTimeline
North Star Investment Management Corp.180$17.6K<0.01%+113F-HRTimeline
AlphaCore Capital LLC180$17.5K<0.01%new13F-HRTimeline
Intesa Sanpaolo Wealth Managementin group Intesa Sanpaolo S.p.A.170$16.6K<0.01%13F-HRTimelineGroup
Keating Financial Advisory Services, In…150$14.6K<0.01%13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.147$14.3K0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…133$13K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC125$12.2K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC124$12.1K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC121$11.8K<0.01%+7813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…120$11.7K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC115$11.3K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC105$10.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…104$10.1K<0.01%013F-HRTimeline
Atomic Invest LLC102$10K0.01%13F-HRTimeline
Smartleaf Asset Management LLC100$9.78K<0.01%013F-HRTimeline
Rachor Investment Advisory Services, LLC94$9.16K<0.01%13F-HRTimeline
MONTAG A & ASSOCIATES INC89$8.64K<0.01%013F-HRTimeline
Founders Capital Management76$7.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC75$7.3K<0.01%+3613F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…66$6.43K<0.01%013F-HRTimelineGroup
CENTRAL TRUST Co62$6.04K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC61$5.94K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.60$5.84K<0.01%-9013F-HRTimeline
Pflug Koory, LLC58$5.65K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.58$5.65K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC55$5.36K<0.01%new13F-HRTimeline
EASTERN BANK48$4.67K<0.01%-8013F-HRTimeline
Golden State Wealth Management, LLC44$4.31K<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/44$4.29K<0.01%013F-HRTimeline
SIGNATUREFD, LLC39$3.8K<0.01%013F-HRTimeline
LM Advisors LLC365$3.75K0.07%-3,38313F-HRTimeline
Quest 10 Wealth Builders, Inc.32$3.12K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC30$2.92K<0.01%013F-HRTimeline
Essential Partners LLC29$2.83K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.25$2.44K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp23$2.24K<0.01%013F-HRTimeline
Key Financial Inc20$1.95K<0.01%013F-HRTimeline
PFS Partners, LLC19$1.9K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc16$1.56K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC12$1.17K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC12$1.17K<0.01%13F-HR/ATimeline
Frazier Financial Advisors, LLC11$1.08K<0.01%new13F-HRTimeline
Graney & King, LLC10$989<0.01%013F-HRTimeline
Sunbelt Securities, Inc.5$487<0.01%013F-HRTimeline