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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
BlackRock, Inc.in group BlackRock, Inc.14,381,818$1.24B0.03%-585,27413F-HRTimelineGroup
Fisher Asset Management, LLC5,382,479$463M0.18%+198,77813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,556,881$220M0.02%-77,64813F-HRTimelineGroup
Richard Bernstein Advisors LLC1,257,665$108M2.45%-42,38413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,199,419$103M1.41%-1,20513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO569,525$49M<0.01%-54,14413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY479,879$41.3M<0.01%-176,73513F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…373,951$32.1M0.16%-5,74513F-HRTimeline
UBS Group AGin group UBS Group AG289,168$24.9M0.01%-25,36513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC277,727$23.9M0.04%+158,64713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA253,360$21.8M<0.01%-26713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN242,755$20.9M0.01%+67,87613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding237,900$20.5M-12,283Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC154,501$13.3M<0.01%13F-HR/ATimelineGroup
LPL Financial LLC145,761$12.5M0.01%+3,50513F-HRTimeline
HighTower Advisors, LLC129,439$11.1M0.02%+7,51313F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC115,760$9.95M<0.01%-50013F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/113,070$9.72M<0.01%+11,36813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp103,978$8.94M<0.01%-4,74413F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC99,616$8.56M0.17%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS96,559$8.3M0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC95,784$8.23M0.01%+58713F-HRTimeline
Royal Fund Management, LLC79,400$6.84M0.74%-68,40213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.79,516$6.84M0.07%-2,91413F-HRTimelineGroup
FLOW TRADERS U.S. LLC74,383$6.39M0.25%+46,20913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC70,955$6.1M0.01%-15,35213F-HRTimelineGroup
Money Design Co.,Ltd.71,069$6.09M0.31%-1,62613F-HRTimeline
Leo Wealth, LLC69,778$6M0.54%-9,28513F-HRTimeline
FCA CORP /TX53,847$4.63M1.45%+8213F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…50,247$4.36M0.02%-16,00013F-HRTimelineGroup
FIL Ltdin group FIL Ltd50,614$4.35M<0.01%+1,62813F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.49,735$4.28M0.05%+10,75613F-HRTimelineGroup
Clarity Wealth Advisors, LLC43,469$3.74M1.02%-3,91513F-HRTimeline
Apexium Financial, LP41,600$3.58M0.22%+22013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…41,326$3.55M0.01%+8,43613F-HRTimelineGroup
Janney Montgomery Scott LLC39,761$3.42M0.01%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd36,387$3.13M0.06%new13F-HRTimelineGroup
Creative Planningin group Creative Planning36,242$3.12M<0.01%+20,91613F-HRTimelineGroup
Cetera Investment Advisers35,538$3.06M0.01%-2,98113F-HRTimeline
Sanctuary Advisors, LLC30,552$2.81M0.02%-1,87113F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC32,484$2.79M1.06%+2,27213F-HR/ATimeline
Arete Wealth Advisors, LLC30,316$2.61M0.19%+10,95013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP27,328$2.35M<0.01%+7,75713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC26,662$2.29M<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.24,487$2.11M<0.01%-3,90613F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC24,373$2.1M<0.01%-5,80613F-HRTimelineGroup
SCOTIA CAPITAL INC.23,832$2.05M0.01%-34613F-HRTimeline
WCG Wealth Advisors LLC23,171$1.99M0.13%+75713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,753$1.96M<0.01%-23,63213F-HRTimelineGroup
Marotta Asset Management22,570$1.94M0.41%-74613F-HRTimeline
Cambridge Investment Research Advisors,…21,124$1.82M0.01%-41,91213F-HRTimeline
Family Firm, Inc.20,943$1.8M0.4%+4,60013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…20,854$1.79M<0.01%+5613F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,923$1.71M0.04%-7113F-HRTimelineGroup
White Lighthouse Investment Management …19,883$1.71M0.3%-37213F-HRTimeline
NFSG Corp19,847$1.71M0.44%+2,14013F-HRTimeline
Cresset Asset Management, LLC19,332$1.66M0.01%-5,50013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management19,297$1.66M0.02%+32813F-HRTimelineGroup
Rathbones Group PLC19,024$1.64M0.01%+15,82313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,724$1.61M0.02%new13F-HRTimelineGroup
Ayalon Insurance Comp Ltd.18,437$1.58M0.49%013F-HRTimeline
Qube Research & Technologies Ltd18,336$1.58M<0.01%+13,68913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC18,224$1.57M0.11%-28013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management18,201$1.56M0.05%-1,12113F-HRTimelineGroup
CIBC WORLD MARKET INC.18,184$1.56M<0.01%+46413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,935$1.54M0.01%-49713F-HRTimelineGroup
Slow Capital, Inc.16,161$1.39M0.2%-52813F-HRTimeline
Crescent Grove Advisors, LLC15,940$1.37M0.14%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV15,587$1.34M<0.01%-1,43313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,970$1.29M<0.01%-39813F-HRTimelineGroup
Snowden Capital Advisors LLC14,709$1.26M0.04%-46813F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …14,300$1.23M0.02%013F-HRTimelineGroup
FMR LLCin group FMR LLC14,226$1.22M<0.01%+1,13913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,201$1.13M<0.01%+1,20413F-HRTimelineGroup
D.A. DAVIDSON & CO.12,998$1.12M0.01%-50813F-HRTimeline
OneDigital Investment Advisors LLC12,998$1.12M0.01%-6,67613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,844$1.1M<0.01%-18013F-HRTimeline
ICICI Prudential Asset Management Co Ltd12,675$1.09M0.12%013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.11,719$1.01M0.3%-30013F-HRTimeline
Atria Investments, Inc11,460$985K0.01%-2,59413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,195$962K<0.01%-54,61613F-HRTimelineGroup
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG10,939$940K0.02%-13,54013F-HRTimelineGroup
PARTNERS WEALTH MANAGEMENT, LLC10,905$938K1.07%13F-HRTimeline
Sequoia Financial Advisors, LLC10,867$934K0.01%013F-HR/ATimeline
Ipsen Advisor Group LLC10,859$934K0.8%13F-HRTimeline
MML INVESTORS SERVICES, LLC10,108$869K<0.01%-3,65113F-HRTimeline
New Insight Wealth Advisors9,921$853K0.43%-1,62013F-HRTimeline
CWM, LLCin group CWM, LLC9,902$851K<0.01%+2,62513F-HRTimelineGroup
MAI Capital Management9,805$843K0.01%+3,87813F-HRTimeline
Sava Infond d.o.o.9,760$839K0.15%13F-HRTimeline
Eldridge Investment Advisors, Inc.9,725$836K0.19%-39,34113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.9,644$829K<0.01%+6,05513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,627$828K<0.01%+1213F-HRTimelineGroup
Avidian Wealth Enterprises, LLC9,609$826K0.04%-30413F-HRTimeline
Integrated Wealth Concepts LLC9,494$816K0.01%-7,28013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,157$787K0.03%+27413F-HRTimeline
Maltin Wealth Management, Inc.8,981$772K0.38%+6413F-HRTimeline
Atria Wealth Solutions, Inc.8,077$694K0.01%-3,63713F-HRTimeline
Private Advisor Group, LLC7,953$684K<0.01%-1,23113F-HRTimeline
Anchor Investment Management, LLC7,523$647K0.06%-30813F-HRTimeline
HRT FINANCIAL LP7,490$643K<0.01%new13F-HRTimeline
ELCO Management Co., LLC7,409$637K0.33%-62713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,401$636K<0.01%+1,87813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,268$625K<0.01%-5,84913F-HRTimelineGroup
Pure Financial Advisors, LLC6,972$599K0.01%new13F-HRTimeline
AE Wealth Management LLC6,884$592K0.01%-19213F-HRTimeline
Advisory Services Network, LLC6,621$569K0.01%-213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,553$563K<0.01%+22213F-HRTimelineGroup
Stonebridge Financial Planning Group, L…6,485$558K0.25%-32513F-HRTimeline
TD Waterhouse Canada Inc.6,405$550K<0.01%+54313F-HRTimeline
Bond & Devick Financial Network, Inc.5,547$544K0.23%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,154$529K<0.01%+88013F-HR/ATimeline
Kestra Advisory Services, LLCgroup of 2 filers holding6,076$522K+2,361Timeline
Mariner, LLCin group Mariner, LLC5,872$505K<0.01%+1,98113F-HRTimelineGroup
Pilgrim Partners Asia Pte Ltd3,600$495K0.43%13F-HRTimeline
COMERICA BANK5,757$495K<0.01%-53013F-HR/ATimeline
Interchange Capital Partners, LLC5,625$484K0.18%-38013F-HRTimeline
DAVENPORT & Co LLC5,540$476K<0.01%+6013F-HRTimeline
Barry Investment Advisors, LLC5,495$472K0.15%+1113F-HRTimeline
Global Retirement Partners, LLC5,431$467K0.01%+913F-HRTimeline
NWAM LLC5,405$465K0.03%-14613F-HRTimeline
Purkiss Capital Advisors LLC5,362$461K0.4%13F-HRTimeline
COURIER CAPITAL LLC5,335$459K0.03%+2,19313F-HRTimeline
PATRON PARTNERS, LLC5,333$458K0.25%-2113F-HRTimeline
EHRLICH FINANCIAL GROUP5,298$455K0.32%-4313F-HRTimeline
Steward Partners Investment Advisory, L…5,168$444K<0.01%-18713F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,136$442K0.03%-3413F-HRTimeline
Kingsview Wealth Management, LLC4,845$417K0.01%-1,00213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,836$416K<0.01%new13F-HRTimelineGroup
EVERETT HARRIS & CO /CA/4,630$398K0.01%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,626$398K0.05%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,579$394K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth4,565$393K<0.01%-78,41613F-HR/ATimelineGroup
East Coast Asset Management, LLC.4,471$384K0.13%013F-HRTimeline
Union Bancaire Privee, UBP SA4,451$375K0.01%13F-HR/ATimeline
Veltria Advisors Corp.4,324$372K0.15%013F-HRTimeline
EP Wealth Advisors, LLC4,309$370K<0.01%+213F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,229$364K0.01%13F-HRTimelineGroup
Gladstone Institutional Advisory LLC4,203$361K0.02%+1,68613F-HRTimeline
Tiller Private Wealth, Inc.4,110$353K0.15%+1,61013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,024$346K<0.01%new13F-HRTimelineGroup
Ground Swell Capital, LLC4,017$345K0.75%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,004$344K<0.01%+413F-HRTimelineGroup
Mathes Company, Inc.3,950$340K0.12%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,900$335K0.04%013F-HRTimeline
Beacon Financial Advisory LLC3,874$333K0.11%+12413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,855$331K0.01%-12413F-HRTimelineGroup
Strategic Blueprint, LLC3,839$330K0.02%-313F-HRTimeline
Beacon Pointe Advisors, LLC3,792$326K<0.01%+5013F-HRTimeline
Prospera Financial Services Inc3,740$322K0.01%013F-HRTimeline
Fiduciary Alliance LLC3,721$320K0.03%-9213F-HRTimeline
BFI Infinity Ltd.3,700$318K0.35%13F-HRTimeline
Sonoma Private Wealth LLC3,610$310K0.5%+1,06013F-HRTimeline
HB Wealth Management, LLC3,499$301K<0.01%-31313F-HRTimeline
SOL Capital Management CO3,400$292K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC3,362$289K0.05%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,329$288K0.13%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,347$288K<0.01%013F-HRTimeline
Cordatus Wealth Management LLC3,338$287K0.08%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…3,320$285K0.11%13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC3,271$281K0.14%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,225$277K<0.01%+16813F-HRTimelineGroup
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,200$275K<0.01%013F-HRTimelineGroup
LM Advisors LLC3,168$272K0.05%new13F-HR/ATimeline
WEBSTER BANK, N. A.3,145$270K0.03%+3013F-HRTimeline
Western Wealth Management, LLC3,069$264K0.02%+11413F-HR/ATimeline
Lynx Investment Advisory3,063$263K0.18%+13413F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,956$254K0.03%013F-HRTimeline
Wealthstar Advisors, LLC2,939$253K0.11%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,890$248K<0.01%+14713F-HRTimelineGroup
Ballentine Partners, LLC2,880$248K<0.01%013F-HRTimeline
LaSalle St. Investment Advisors, LLC2,877$247K0.08%+1313F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,851$245K0.01%-55613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,748$237K<0.01%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.2,606$224K<0.01%+15713F-HRTimeline
SBI Securities Co., Ltd.2,601$224K0.01%13F-HRTimeline
Pacific Sun Financial Corp2,526$217K0.12%-8013F-HRTimeline
Courage Miller Partners, LLC2,510$216K0.07%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,467$212K0.01%-80013F-HRTimeline
Williams & Novak Wealth Management, LLC2,415$208K0.2%013F-HRTimeline
Wharton Business Group, LLC2,396$206K0.01%013F-HRTimeline
Front Row Advisors LLC2,289$197K0.07%-14513F-HRTimeline
BLAIR WILLIAM & CO/IL2,051$176K<0.01%+113F-HRTimeline
Manchester Capital Management LLC2,000$172K0.02%013F-HRTimeline
Breakwater Investment Management1,948$167K0.07%-15013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,700$146K<0.01%+1113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,693$146K<0.01%-22513F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,667$143K<0.01%-2513F-HRTimelineGroup
LFA - Lugano Financial Advisors SA1,660$143K0.09%+1,09413F-HRTimeline
Aptus Capital Advisors, LLC1,605$138K<0.01%-8913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,537$132K<0.01%+1313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,400$120K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blue Trust, Inc.1,309$113K<0.01%-48413F-HR/ATimeline
First Horizon Advisors, Inc.1,200$103K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,189$102K<0.01%+813F-HRTimelineGroup
Provenance Wealth Advisors, LLC1,117$96K0.01%013F-HRTimeline
IFP Advisors, Inc1,073$92.2K<0.01%+81713F-HRTimeline
Princeton Global Asset Management LLC870$74.8K0.01%+113F-HRTimeline
Parallel Advisors, LLC800$68.8K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…800$68.8K0.03%new13F-HRTimeline