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Disclosery

IXN ISHARES TR

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SHS (fund)

554 managers (559 13F filers) reported a position in IXN shares at 2026-06-30, 31,254,714 shares in all. 89 filers opened a position and 27 filers sold out during the quarter.

Managers
554
13F filers
559
New
89
Added
154
Reduced
162
Sold out
27
Shares held by filers
31,254,714

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Phoenix Financial Ltd.in group Phoenix Financial Ltd.4,005,100$579M3.95%013F-HRTimelineGroup
Fisher Asset Management, LLC2,999,200$433M0.13%-78,72413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,165,529$313M0.02%-44,70813F-HRTimelineGroup
FIL Ltdin group FIL Ltd1,501,581$217M0.16%+362,31313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,378,958$194M0.01%-641,14913F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,093,248$158M1.98%-8,07213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,068,822$154M0.01%+48,28113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,023,056$148M0.03%+19,63013F-HRTimelineGroup
LPL Financial LLC966,457$140M0.03%+50,34413F-HRTimeline
Portfolio Strategies, Inc.911,690$132M12.97%-5,16913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA887,649$128M0.02%-32813F-HRTimelineGroup
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…711,470$100M0.1%-441,37013F-HRTimelineGroup
PATTEN & PATTEN INC/TN569,817$82.3M4.36%+26,57013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.541,660$78.3M<0.01%-25,99413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC482,782$70M0.01%-26,95713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding442,186$63.9M-7,322Timeline
Cambridge Investment Research Advisors,…413,247$59.7M0.13%-5,27713F-HR/ATimeline
SCHRODER INVESTMENT MANAGEMENT GROUP408,970$57.5M0.04%+142,44513F-HRTimeline
Parallel Advisors, LLC284,758$41.1M0.63%-6,01513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC278,002$40.2M0.01%+5,18113F-HRTimelineGroup
HighTower Advisors, LLC270,625$39.1M0.04%+9,13413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC250,574$36.2M0.05%-6,13613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC229,488$33.2M<0.01%+9,41013F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.210,421$30.4M0.19%-86,79513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC210,313$30.4M0.01%+2,05113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.196,338$28.4M0.03%+2,75813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…194,263$28.1M0.05%-1,68213F-HRTimelineGroup
SCOTIA CAPITAL INC.191,174$27.6M0.1%-7,65513F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…186,288$26.9M0.05%new13F-HRTimelineGroup
FSA WEALTH PARTNERS, INC.183,648$26.5M6.64%new13F-HRTimeline
Amundiin group Amundi170,457$24.6M0.01%-62,16213F-HRTimelineGroup
Cetera Investment Advisers163,407$23.6M0.02%-5,64513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC153,245$22.1M0.03%+68,22113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding146,792$21.2M+247Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP148,417$20.5M0.01%+10,31413F-HRTimelineGroup
SAVA PENZISKO DRUSHTVO A.D. SKOPJE176,230$20.4M5.44%-120,11913F-HRTimeline
Integrated Wealth Concepts LLC120,271$17.4M0.08%+12,16613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp117,699$17M0.05%-10,67913F-HRTimelineGroup
Rathbones Group PLC112,498$16.3M0.06%+11,64813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC111,125$16.1M0.12%-22613F-HRTimeline
NFSG Corp103,630$15M1.85%+1,76813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV103,396$14.9M0.02%+57,88013F-HR/ATimeline
Summit Wealth Group, LLC100,969$14.6M2.98%+82013F-HRTimeline
Federation des caisses Desjardins du Qu…94,150$13.6M0.04%-2,97413F-HRTimeline
New Insight Wealth Advisors88,111$12.7M3.75%-58713F-HRTimeline
Rollins Financial Advisors, LLC87,215$12.6M1.66%+1,78613F-HRTimeline
VAUGHAN & Co SECURITIES, INC.82,393$11.9M5.55%-5,98213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…82,002$11.8M0.01%+4,45413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…79,590$11.5M0.02%+30,21513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/75,592$10.9M<0.01%+2,32813F-HRTimelineGroup
Nicholson Meyer Capital Management, Inc.72,285$10.4M6.96%-11,22213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP70,393$10.2M0.01%+24,64613F-HRTimelineGroup
Wealthfront Advisers LLC69,878$10.1M0.02%+2,98513F-HRTimeline
Shira Ridge Wealth Management69,258$10M3.49%-1,22313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…69,158$9.99M0.18%-2,22013F-HRTimelineGroup
Aptus Capital Advisors, LLC67,411$9.74M0.07%-1,08213F-HRTimeline
Bellwether Advisors, LLC66,780$9.65M1.43%+2,33013F-HRTimeline
Private Advisor Group, LLC63,104$9.12M0.04%-1,49913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…67,736$8.99M0.02%-68413F-HRTimeline
Cardinal Strategic Wealth Guidance59,402$8.58M1.95%-5,94813F-HRTimeline
Vickerman Investment Advisors, Inc.57,026$8.24M1.6%-36,83813F-HRTimeline
MML INVESTORS SERVICES, LLC56,532$8.17M0.02%-6,47413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP52,824$7.63M0.01%-1,72413F-HRTimelineGroup
DV EQUITIES, LLC50,000$7.22M1.05%13F-HRTimeline
World Investment Advisors71,262$7.15M0.12%-1,36413F-HRTimeline
GTS SECURITIES LLC48,657$7.03M0.15%+11,75013F-HRTimeline
Cambria Investment Management, L.P.48,380$6.99M0.35%-50,29113F-HRTimeline
Flagship Private Wealth, LLC47,737$6.9M2.44%-1,78913F-HRTimeline
COURIER CAPITAL LLC46,782$6.76M0.34%-36013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…45,740$6.61M0.01%new13F-HRTimelineGroup
SP Asset Management LLC44,314$6.4M0.51%+2213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC44,097$6.37M0.02%-8,59513F-HRTimelineGroup
Creative Planningin group Creative Planning42,661$6.16M<0.01%+2,47313F-HRTimelineGroup
FCA CORP /TX41,725$6.03M1.48%-15013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…41,284$5.96M0.03%-41513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP39,887$5.76M<0.01%+15513F-HRTimelineGroup
Oak Barrel Wealth Advisory LLC38,569$5.57M2.46%13F-HRTimeline
Waverly Advisors, LLC38,398$5.55M0.03%+1,00613F-HRTimeline
NewEdge Advisors, LLC37,000$5.35M0.02%+34613F-HRTimeline
LARCH CAPITAL PARTNERS LLC35,975$5.2M0.74%+313F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…35,717$5.16M0.01%-35413F-HRTimelineGroup
PINNACLE ASSOCIATES LTD34,864$5.04M0.05%+26013F-HRTimeline
Janney Montgomery Scott LLC34,831$5.03M0.01%-57813F-HRTimeline
NORTHLAND SECURITIES, INC.34,721$5.02M2.92%+2,47513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC34,622$5M2.57%-16713F-HRTimeline
FMR LLCin group FMR LLC33,481$4.84M<0.01%+2,08713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC33,407$4.83M0.01%-43,59413F-HRTimelineGroup
Bernardo Wealth Planning LLC31,666$4.58M0.78%+2113F-HRTimeline
EQ LLC30,457$4.4M1.08%-85813F-HRTimeline
DECISION INVESTMENTS, INC30,298$4.38M3.99%+7013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding29,037$4.2M-1,137Timeline
MONEY CONCEPTS CAPITAL CORP28,460$4.11M0.19%-1,49313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC28,049$4.05M<0.01%+17,63613F-HRTimelineGroup
Western Wealth Management, LLC27,986$4.04M0.13%+24813F-HRTimeline
PFG Advisors27,929$4.04M0.2%+7,39313F-HRTimeline
CHOREO, LLC27,376$3.96M0.04%-57213F-HRTimeline
Steward Partners Investment Advisory, L…27,305$3.95M0.02%+20413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,311$3.8M0.01%+1,71613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC26,069$3.77M<0.01%+1,42113F-HRTimelineGroup
J. Mark Nickell & Co.25,165$3.64M2.9%-7,04813F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp24,296$3.51M0.06%-1,06013F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO24,248$3.5M0.87%013F-HRTimeline
Icon Wealth Advisors, LLC23,977$3.46M0.21%-43613F-HRTimeline
MA Private Wealth23,824$3.44M0.51%-45313F-HRTimeline
Gladstone Institutional Advisory LLC23,546$3.4M0.11%-6,74313F-HRTimeline
Snowden Capital Advisors LLC23,106$3.34M0.08%-44113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …22,305$3.22M0.06%+28113F-HRTimelineGroup
Marotta Asset Management22,755$3.18M0.53%-40713F-HRTimeline
Keystone Financial Group21,922$3.17M0.19%-12213F-HRTimeline
Slow Capital, Inc.21,849$3.16M0.37%-5,38813F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC21,800$3.15M1.89%013F-HRTimeline
Sanctuary Advisors, LLC21,465$3.1M0.01%+4,59713F-HRTimeline
NTV Asset Management LLC21,290$3.08M0.3%-1,40013F-HRTimeline
Carnegie Investment Counsel21,219$3.07M0.06%-2313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,172$3.06M0.02%-8,58913F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…19,296$2.79M0.07%-13013F-HRTimelineGroup
Arax Advisory Partners19,000$2.75M0.02%+17,56513F-HRTimeline
Kovack Advisors, Inc.19,234$2.7M0.13%+41913F-HRTimeline
Shum Financial Group, Inc.18,531$2.68M1.61%-36213F-HRTimeline
Geneos Wealth Management Inc.18,332$2.65M0.05%-26013F-HRTimeline
Columbus Macro, LLC18,136$2.62M0.25%-20313F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC18,000$2.6M<0.01%013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.17,920$2.59M0.04%+4213F-HRTimeline
Patten Group, Inc.17,397$2.51M0.39%-75413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,283$2.5M<0.01%-22813F-HRTimelineGroup
GREENLEAF TRUST16,985$2.45M0.02%013F-HRTimeline
Sharkey, Howes & Javer16,914$2.44M0.3%-3,89613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,771$2.42M0.02%+84313F-HRTimelineGroup
Clarus Wealth Advisors17,571$2.42M0.93%-3,86913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,703$2.41M<0.01%-66413F-HRTimelineGroup
Farther Finance Advisors, LLC16,692$2.41M0.02%+66113F-HRTimeline
Ashton Thomas Private Wealth, LLC16,675$2.41M0.05%-1013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16,717$2.39M<0.01%-76213F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,420$2.37M<0.01%-81413F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.16,274$2.35M0.02%+10,20013F-HRTimeline
Balance Wealth Partners LLC15,924$2.3M0.61%+113F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC15,564$2.25M1.72%new13F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC15,172$2.19M0.35%-1913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …15,034$2.17M0.11%-5713F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC14,872$2.15M0.16%013F-HRTimeline
FORTE ASSET MANAGEMENT LLC14,590$2.11M0.86%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,403$2.08M<0.01%013F-HR/ATimelineGroup
HANOVER ADVISORS INC14,314$2.07M0.74%+21013F-HRTimeline
Capital Advisors, Ltd. LLC14,275$2.06M0.21%+313F-HRTimeline
WEDBUSH SECURITIES INC14,093$2.04M0.05%+3,14413F-HRTimeline
Meridian Wealth Management, LLC13,899$2.01M0.06%+1813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT13,842$2M0.2%-1,18013F-HRTimeline
Caliber Wealth Management, LLC / KS13,823$2M0.19%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC13,783$1.99M<0.01%-2,73513F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…13,672$1.98M0.11%-44013F-HRTimeline
OneDigital Investment Advisors LLC13,659$1.97M0.02%-713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC13,536$1.96M0.05%013F-HRTimeline
Accurate Wealth Management, LLC13,753$1.94M0.18%+2,78413F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD13,257$1.92M0.25%+48913F-HRTimeline
CIBC WORLD MARKET INC.13,108$1.89M<0.01%+39313F-HRTimeline
Yukon Wealth Management, Inc.13,105$1.89M0.54%+1,44913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,814$1.85M0.09%-13013F-HRTimelineGroup
Worth Financial Advisory Group, LLC12,723$1.84M0.77%new13F-HRTimeline
Beacon Pointe Advisors, LLC12,674$1.83M0.01%+23113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,600$1.82M0.15%013F-HRTimelineGroup
CX Institutional12,463$1.8M0.05%+10,25913F-HRTimeline
Oxinas Partners, LLC12,342$1.78M0.7%-44113F-HRTimeline
Avidian Wealth Enterprises, LLC12,158$1.76M0.05%-30513F-HRTimeline
Q3 Asset Management12,141$1.75M0.32%new13F-HRTimeline
James Hambro & Partners LLP12,125$1.75M0.06%-1,30013F-HRTimeline
Maridea Wealth Management LLC11,926$1.72M0.19%+11513F-HRTimeline
Narus Financial Partners, LLC11,828$1.71M0.44%-20013F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …4,589$1.7M0.58%13F-HRTimeline
Sigma Planning Corp11,470$1.66M0.04%+2,24913F-HRTimeline
Montis Financial, LLC11,437$1.65M0.34%+3713F-HRTimeline
AIRE ADVISORS, LLC11,275$1.63M0.27%+1113F-HRTimeline
Sterling Group Wealth Management, LLC11,258$1.63M0.67%013F-HRTimeline
Quantinno Capital Management LP11,254$1.63M<0.01%-6,38613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11,197$1.62M<0.01%-2413F-HRTimelineGroup
Tempo Wealth, LLC11,166$1.61M0.24%-20013F-HRTimeline
Front Row Advisors LLC11,332$1.58M0.46%-2,03313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,947$1.58M0.03%-21113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC10,941$1.58M0.02%-7313F-HRTimelineGroup
Ellis Investment Partners, LLC10,549$1.52M0.23%-4013F-HRTimeline
J.W. COLE ADVISORS, INC.10,265$1.48M0.03%new13F-HRTimeline
MAI Capital Management9,891$1.43M0.01%-2313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management9,889$1.43M0.01%+1,30313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC9,841$1.42M0.03%+1313F-HRTimeline
Eldridge Investment Advisors, Inc.9,778$1.41M0.28%+213F-HRTimeline
Cynosure Group, LLC9,611$1.39M0.21%013F-HRTimeline
Composition Wealth, LLC9,458$1.37M0.02%+313F-HRTimeline
Mascagni Wealth Management, Inc.9,444$1.36M0.85%+60713F-HRTimeline
Dynamic Advisor Solutions LLC9,440$1.36M0.04%+1,61813F-HRTimeline
Cypress Wealth Services, LLC9,424$1.36M0.17%-7613F-HRTimeline
Keystone Wealth Services, LLC9,408$1.36M0.25%+213F-HRTimeline
Gotham Asset Management, LLC9,358$1.35M<0.01%013F-HRTimeline
TIAAgroup of 2 filers holding9,267$1.34M+5,955Timeline
Savant Capital, LLC9,342$1.33M<0.01%+5,47013F-HRTimeline
Pictet North America Advisors SA9,077$1.31M0.12%-8,61913F-HRTimeline
Strategies Wealth Advisors, LLC9,072$1.31M0.12%013F-HRTimeline
MGO ONE SEVEN LLC9,027$1.3M0.02%-1713F-HRTimeline
Merit Financial Group, LLC9,015$1.3M0.01%-64813F-HR/ATimeline
Stonebridge Financial Planning Group, L…8,820$1.27M0.41%-18213F-HRTimeline
Mutual Advisors, LLC8,749$1.26M0.02%-10113F-HRTimeline
RASP WEALTH SOLUTIONS, LLC8,717$1.26M0.42%13F-HRTimeline