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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
BlackRock, Inc.in group BlackRock, Inc.14,230,957$1.3B0.03%-150,86113F-HRTimelineGroup
Fisher Asset Management, LLC7,293,858$665M0.29%+1,911,37913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,388,877$218M0.02%-168,00413F-HRTimelineGroup
Richard Bernstein Advisors LLC1,216,879$111M2.69%-40,78613F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,199,359$109M1.67%-6013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO529,738$48.3M<0.01%-39,78713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY490,907$44.8M<0.01%+11,02813F-HRTimelineGroup
UBS Group AGin group UBS Group AG304,523$27.8M0.01%+15,35513F-HRTimelineGroup
Federation des caisses Desjardins du Qu…294,593$26.9M0.13%-79,35813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA260,709$23.8M0.01%+7,34913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN244,892$22.3M0.01%+2,13713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding225,926$20.6M-11,974Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC156,758$14.3M0.01%+2,25713F-HRTimelineGroup
LPL Financial LLC143,558$13.1M0.01%-2,20313F-HRTimeline
HighTower Advisors, LLC128,425$11.7M0.02%-1,01413F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC115,760$10.6M<0.01%013F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/111,850$10.2M0.01%-1,22013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC102,445$9.34M0.22%+2,82913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC100,113$9.13M0.02%-177,61413F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS96,559$8.81M0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC94,526$8.62M0.01%-1,25813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.92,045$8.39M0.08%+12,52913F-HRTimelineGroup
Leo Wealth, LLC91,978$8.39M1.21%+22,20013F-HRTimeline
Royal Fund Management, LLC79,721$7.28M0.87%+32113F-HRTimeline
Money Design Co.,Ltd.66,423$6.06M0.3%-4,64613F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.65,968$6.02M0.07%+16,23313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC54,745$4.99M<0.01%-16,21013F-HRTimelineGroup
FCA CORP /TX53,211$4.85M1.55%-63613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…50,247$4.56M0.02%013F-HRTimelineGroup
FIL Ltdin group FIL Ltd47,057$4.29M<0.01%-3,55713F-HRTimelineGroup
Apexium Financial, LP42,433$3.87M0.23%+83313F-HRTimeline
Creative Planningin group Creative Planning42,250$3.85M<0.01%+6,00813F-HRTimelineGroup
Clarity Wealth Advisors, LLC38,910$3.55M0.98%-4,55913F-HRTimeline
Janney Montgomery Scott LLC36,614$3.34M0.01%-3,14713F-HRTimeline
Cetera Investment Advisers36,398$3.32M0.01%+86013F-HRTimeline
Sanctuary Advisors, LLC29,532$2.69M0.02%-1,02013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC29,076$2.65M1.06%-3,40813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.25,356$2.31M0.01%+86913F-HRTimelineGroup
Marotta Asset Management23,316$2.29M0.45%+74613F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.24,851$2.27M0.91%new13F-HRTimeline
SCOTIA CAPITAL INC.24,780$2.26M0.01%+94813F-HRTimeline
Cresset Asset Management, LLC22,820$2.08M0.01%+3,48813F-HRTimeline
Rathbones Group PLC22,424$2.05M0.01%+3,40013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,222$2.03M<0.01%-4,44013F-HR/ATimelineGroup
Family Firm, Inc.21,426$1.95M0.44%+48313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…21,412$1.95M<0.01%+55813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC20,841$1.9M0.02%+2,11713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management20,103$1.83M0.03%+80613F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,923$1.82M0.05%013F-HRTimelineGroup
Arkadios Wealth Advisors19,657$1.79M0.07%new13F-HRTimeline
White Lighthouse Investment Management …19,276$1.76M0.31%-60713F-HRTimeline
NFSG Corp19,195$1.75M0.42%-65213F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG18,439$1.68M0.03%+7,50013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management17,737$1.62M0.05%-46413F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC17,588$1.6M0.12%-63613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,330$1.58M0.01%-60513F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,125$1.56M0.01%-3,99913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC16,277$1.48M<0.01%-8,09613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV16,253$1.48M<0.01%+66613F-HRTimeline
WCG Wealth Advisors LLC16,241$1.48M0.11%-6,93013F-HR/ATimeline
Invst, LLC15,958$1.46M0.2%new13F-HRTimeline
Crescent Grove Advisors, LLC15,940$1.45M0.15%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,793$1.44M<0.01%+4,59813F-HRTimelineGroup
Snowden Capital Advisors LLC15,569$1.42M0.05%+86013F-HRTimeline
CIBC WORLD MARKET INC.15,495$1.41M<0.01%-2,68913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,744$1.34M<0.01%-22613F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …14,160$1.29M0.02%-14013F-HRTimelineGroup
FMR LLCin group FMR LLC13,909$1.27M<0.01%-31713F-HRTimelineGroup
Slow Capital, Inc.13,546$1.24M0.17%-2,61513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP13,198$1.2M<0.01%+5,64513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,048$1.19M<0.01%+5,78013F-HRTimelineGroup
D.A. DAVIDSON & CO.12,937$1.18M0.01%-6113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,819$1.17M<0.01%-2513F-HRTimeline
GTS SECURITIES LLC12,745$1.16M0.05%new13F-HRTimeline
ICICI Prudential Asset Management Co Ltd12,675$1.16M0.15%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,569$1.15M<0.01%-63213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,527$1.14M<0.01%-91,45113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,366$1.13M<0.01%-28,96013F-HRTimelineGroup
MERIDIAN INVESTMENT COUNSEL INC.11,719$1.07M0.31%013F-HRTimeline
Ipsen Advisor Group LLC11,352$1.04M0.89%+49313F-HRTimeline
Atria Investments, Inc11,089$1.01M0.01%-37113F-HRTimeline
Sequoia Financial Advisors, LLC10,636$970K0.01%-23113F-HRTimeline
PARTNERS WEALTH MANAGEMENT, LLC10,547$962K1.09%-35813F-HRTimeline
CWM, LLCin group CWM, LLC10,157$926K<0.01%+25513F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.10,110$922K0.03%+95313F-HRTimeline
Avidian Wealth Enterprises, LLC10,000$912K0.04%+39113F-HRTimeline
Eldridge Investment Advisors, Inc.9,988$911K0.21%+26313F-HRTimeline
MML INVESTORS SERVICES, LLC9,555$871K<0.01%-55313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…9,477$864K<0.01%-15013F-HRTimelineGroup
MAI Capital Management9,264$845K0.01%-54113F-HRTimeline
Maltin Wealth Management, Inc.8,981$819K0.38%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,711$791K<0.01%+1,31013F-HR/ATimelineGroup
Sava Infond d.o.o.8,500$775K0.15%-1,26013F-HRTimeline
OneDigital Investment Advisors LLC8,422$768K0.01%-4,57613F-HRTimeline
Advisory Services Network, LLC8,181$746K0.01%+1,56013F-HRTimeline
Private Advisor Group, LLC8,141$742K<0.01%+18813F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…7,921$722K0.22%new13F-HRTimelineGroup
Anchor Investment Management, LLC7,653$698K0.07%+13013F-HRTimeline
Atria Wealth Solutions, Inc.7,470$681K0.01%-60713F-HRTimeline
New Insight Wealth Advisors7,278$664K0.3%-2,64313F-HRTimeline
Pure Financial Advisors, LLC6,999$638K0.01%+2713F-HRTimeline
TD Waterhouse Canada Inc.7,097$635K0.01%+69213F-HRTimeline
ELCO Management Co., LLC6,909$630K0.35%-50013F-HRTimeline
AE Wealth Management LLC6,836$623K0.01%-4813F-HRTimeline
Stonebridge Financial Planning Group, L…6,285$573K0.26%-20013F-HRTimeline
Integrated Wealth Concepts LLC6,233$568K0.01%-3,26113F-HRTimeline
COURIER CAPITAL LLC6,221$567K0.04%+88613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding5,879$536K-197Timeline
Interchange Capital Partners, LLC5,631$513K0.14%+613F-HRTimeline
DAVENPORT & Co LLC5,580$509K<0.01%+4013F-HRTimeline
COMERICA BANK5,551$506K<0.01%-20613F-HRTimeline
Bond & Devick Financial Network, Inc.5,547$506K0.18%013F-HRTimeline
Gladstone Institutional Advisory LLC5,443$496K0.02%+1,24013F-HRTimeline
NWAM LLC5,405$493K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…5,373$490K<0.01%+20513F-HRTimeline
Purkiss Capital Advisors LLC5,293$483K0.36%-6913F-HRTimeline
Mariner, LLCin group Mariner, LLC5,281$482K<0.01%-59113F-HRTimelineGroup
EHRLICH FINANCIAL GROUP5,256$479K0.35%-4213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…5,136$468K0.04%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…4,955$451K0.21%+1,63513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,914$448K<0.01%+7813F-HRTimelineGroup
PATRON PARTNERS, LLC4,898$447K0.24%-43513F-HRTimeline
Kingsview Wealth Management, LLC4,845$442K0.01%013F-HRTimeline
Barry Investment Advisors, LLC4,843$442K0.12%-65213F-HRTimeline
EVERETT HARRIS & CO /CA/4,630$422K0.01%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC4,626$422K0.06%013F-HRTimeline
EP Wealth Advisors, LLC4,519$412K<0.01%+21013F-HRTimeline
East Coast Asset Management, LLC.4,471$408K0.14%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,447$406K<0.01%-1,70713F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…4,377$399K0.01%+14813F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC4,300$392K0.01%-27913F-HRTimeline
Blue Trust, Inc.4,023$367K<0.01%+2,71413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.3,900$356K0.04%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,855$352K0.01%013F-HRTimelineGroup
Beacon Financial Advisory LLC3,854$352K0.11%-2013F-HRTimeline
Beacon Pointe Advisors, LLC3,792$346K<0.01%013F-HRTimeline
LM Advisors LLC3,748$342K0.06%+58013F-HRTimeline
Strategic Blueprint, LLC3,740$341K0.02%-9913F-HRTimeline
Prospera Financial Services Inc3,740$341K0.01%013F-HRTimeline
BFI Infinity Ltd.3,700$337K0.36%013F-HRTimeline
Fiduciary Alliance LLC3,648$333K0.03%-7313F-HRTimeline
Bridgewater Advisors Inc.3,748$332K0.03%new13F-HRTimeline
Tiller Private Wealth, Inc.3,615$330K0.14%-49513F-HRTimeline
SOL Capital Management CO3,400$310K0.03%013F-HRTimeline
Glen Eagle Advisors, LLC3,362$307K0.05%013F-HRTimeline
Cordatus Wealth Management LLC3,338$304K0.08%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,329$303K0.14%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT3,272$298K0.01%-7513F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC3,271$298K0.15%013F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…3,200$292K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.3,181$290K0.01%new13F-HRTimeline
WEBSTER BANK, N. A.3,145$287K0.03%013F-HRTimeline
Lynx Investment Advisory3,074$280K0.19%+1113F-HRTimeline
Western Wealth Management, LLC3,069$280K0.02%013F-HRTimeline
VISTA CAPITAL PARTNERS, INC.2,956$270K0.03%013F-HRTimeline
Wealthstar Advisors, LLC2,939$268K0.12%013F-HRTimeline
LaSalle St. Investment Advisors, LLC2,877$262K0.06%013F-HRTimeline
Mathes Company, Inc.2,750$251K0.1%-1,20013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC2,699$246K<0.01%-1,30513F-HRTimelineGroup
SBI Securities Co., Ltd.2,624$239K0.01%+2313F-HRTimeline
NewEdge Advisors, LLC2,534$231K<0.01%+2,31113F-HRTimeline
Courage Miller Partners, LLC2,510$229K0.08%013F-HRTimeline
Pacific Sun Financial Corp2,444$223K0.13%-8213F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC2,442$223K0.01%-40913F-HRTimeline
Wharton Business Group, LLC2,396$219K0.01%013F-HRTimeline
Moors & Cabot, Inc.2,324$212K0.01%new13F-HRTimeline
HB Wealth Management, LLC2,318$211K<0.01%-1,18113F-HRTimeline
Valmark Advisers, Inc.2,306$210K<0.01%new13F-HRTimeline
Front Row Advisors LLC2,289$209K0.08%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,262$206K0.01%-20513F-HRTimeline
SMITH, MOORE & CO.2,205$201K0.02%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,194$200K<0.01%-41213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,098$192K<0.01%-65013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,051$187K<0.01%013F-HRTimeline
Manchester Capital Management LLC2,000$182K0.02%013F-HRTimeline
Breakwater Investment Management1,948$178K0.08%013F-HRTimeline
Union Bancaire Privee, UBP SA1,750$159K<0.01%-2,70113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,725$157K<0.01%+2513F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,701$155K<0.01%+813F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,667$152K<0.01%013F-HRTimelineGroup
LFA - Lugano Financial Advisors SA1,660$151K0.1%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,529$139K<0.01%-813F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,400$128K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,200$109K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,189$108K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC1,155$105K<0.01%-45013F-HRTimeline
Opal Wealth Advisors, LLC1,149$105K0.03%new13F-HRTimeline
Provenance Wealth Advisors, LLC1,117$102K0.01%013F-HRTimeline
IFP Advisors, Inc1,073$97.8K<0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise898$82K<0.01%13F-HRTimelineGroup
Princeton Global Asset Management LLC870$79.3K0.02%013F-HRTimeline
Parallel Advisors, LLC800$73K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…800$73K0.03%013F-HRTimeline
SITTNER & NELSON, LLC690$62.9K0.03%013F-HRTimeline
Farther Finance Advisors, LLC698$62.6K<0.01%+48613F-HRTimeline
Clearstead Advisors, LLC600$54.7K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC567$51.7K<0.01%013F-HRTimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd508$46.3K0.01%013F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC526$45.2K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB450$41K<0.01%013F-HRTimeline