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Disclosery

IXN ISHARES TR

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SHS (fund)

458 managers (459 13F filers) reported a position in IXN shares at 2024-12-31, 30,585,496 shares in all. 24 filers opened a position and 22 filers sold out during the quarter.

Managers
458
13F filers
459
New
24
Added
137
Reduced
152
Sold out
22
Shares held by filers
30,585,496

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
Dynamic Advisor Solutions LLC8,283$702K0.03%-23513F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC8,026$680K0.31%013F-HRTimeline
Bawa N Mallick Trust8,000$678K0.3%13F-HRTimeline
CX Institutional7,955$674K0.03%new13F-HRTimeline
CW Advisors, LLC7,782$660K0.01%+1613F-HRTimeline
MGO ONE SEVEN LLC7,705$653K0.03%+23813F-HRTimeline
Lunt Capital Management, Inc.7,617$646K0.25%-8413F-HRTimeline
WealthTrust Axiom LLC7,416$629K0.19%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,317$621K0.01%+7213F-HRTimelineGroup
D.A. DAVIDSON & CO.7,147$606K<0.01%-31313F-HRTimeline
Jaffetilchin Investment Partners, LLC7,059$598K0.04%+7813F-HRTimeline
Bulltick Wealth Management, LLC7,006$594K0.14%+1,79013F-HRTimeline
Milestone Asset Management Group, LLC6,999$593K0.53%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,634$562K<0.01%013F-HRTimelineGroup
One Charles Private Wealth Services, LLC6,521$553K0.19%013F-HRTimeline
Patton Albertson Miller Group, LLC6,440$546K0.07%-41413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,431$545K0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.6,348$538K0.09%+213F-HRTimeline
Gotham Asset Management, LLC6,314$535K0.01%+3,07113F-HRTimeline
Windsor Capital Management, LLC6,300$534K0.16%013F-HRTimeline
EVERETT HARRIS & CO /CA/6,236$528K0.01%-90013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK6,223$527K<0.01%-11013F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC6,176$523K0.01%013F-HRTimeline
SBI Securities Co., Ltd.6,101$517K0.02%13F-HRTimeline
Keeley-Teton Advisors, LLC6,000$508K0.06%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,978$507K<0.01%+1,38013F-HRTimelineGroup
CFS Investment Advisory Services, LLC5,801$492K0.04%-21913F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC5,760$488K0.25%013F-HRTimeline
SG Americas Securities, LLC5,521$468K<0.01%-12,25013F-HRTimeline
GUIDANCE CAPITAL, INC5,348$465K0.14%-6,76513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,448$462K0.04%+48613F-HRTimeline
IFP Advisors, Inc5,352$454K0.01%+5,04713F-HRTimeline
Wealthspire Advisors, LLC5,321$451K<0.01%+1,15413F-HRTimeline
TABLEAUX LLC5,310$450K0.37%13F-HRTimeline
NorthCrest Asset Manangement, LLC5,303$449K0.01%+31013F-HR/ATimeline
PRIVATE TRUST CO NA5,298$449K0.05%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,296$449K0.01%+7613F-HRTimelineGroup
High Falls Advisors, Inc5,251$445K0.1%-1013F-HRTimeline
PFG Advisors5,241$444K0.03%+14713F-HRTimeline
CoreCap Advisors, LLC5,124$434K0.02%+59713F-HRTimeline
Mountain Capital Investment Advisors In…5,067$432K0.09%-11113F-HRTimeline
Thomasville National Bank5,081$431K0.03%013F-HRTimeline
BLAIR WILLIAM & CO/IL4,967$421K<0.01%-20513F-HRTimeline
Mayflower Financial Advisors, LLC4,962$421K0.06%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,942$419K0.01%013F-HRTimeline
Integrated Advisors Network LLC4,929$418K0.02%+1,34513F-HRTimeline
EXCALIBUR MANAGEMENT CORP4,870$413K0.16%+9513F-HRTimeline
Pines Wealth Management, LLC4,841$406K0.18%13F-HRTimeline
NorthCoast Asset Management LLC4,766$404K<0.01%-1113F-HR/ATimeline
IHT Wealth Management, LLC4,733$401K0.01%-1,50513F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,698$398K0.05%013F-HRTimeline
JB Capital LLC4,676$396K0.02%+35313F-HRTimeline
Tull Financial Group, Inc.4,668$396K0.24%013F-HRTimeline
Nova Wealth Management, Inc.4,632$393K0.34%13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd4,620$392K0.11%13F-HRTimelineGroup
Arcadia Wealth Management, LLC4,605$390K0.2%+27913F-HRTimeline
Tidemark, LLC4,595$389K0.15%+47213F-HRTimeline
HB Wealth Management, LLC4,524$383K<0.01%013F-HRTimeline
Sound View Wealth Advisors Group, LLC4,500$381K0.03%013F-HRTimeline
J.W. COLE ADVISORS, INC.4,461$378K0.02%-27413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,455$378K0.01%+57213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.4,399$377K<0.01%+78013F-HRTimelineGroup
Avantax Planning Partners, Inc.4,414$374K0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,411$374K<0.01%-6813F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management4,405$373K0.01%-1,20113F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC4,390$372K0.03%+1,24813F-HRTimeline
BRIGHTON JONES LLC4,390$372K0.01%+62713F-HR/ATimeline
Continuum Advisory, LLC4,373$371K0.05%013F-HRTimeline
EP Wealth Advisors, LLC4,334$367K<0.01%-6313F-HRTimeline
HRT FINANCIAL LP4,300$364K<0.01%new13F-HRTimeline
Empower Advisory Group, LLC4,214$357K<0.01%-6713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,186$355K<0.01%+21413F-HRTimelineGroup
CHARTIST INC /CA/4,038$342K0.18%013F-HRTimeline
Rosenberg Matthew Hamilton3,993$338K0.09%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,991$338K<0.01%-1,60113F-HRTimelineGroup
Minot DeBlois Advisors LLC3,950$335K0.31%13F-HRTimeline
Summit Wealth Partners, LLC3,949$335K0.07%013F-HRTimeline
Texas Yale Capital Corp.3,908$331K0.01%013F-HRTimeline
ROMANO BROTHERS AND COMPANY3,865$328K0.04%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,772$320K0.01%13F-HRTimeline
Balboa Wealth Partners3,740$317K0.07%+1,24913F-HRTimeline
Merit Financial Group, LLC3,731$316K0.01%+89813F-HRTimeline
Ignite Planners, LLC3,666$316K0.07%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,720$315K0.06%013F-HRTimelineGroup
Delta Investment Management, LLC3,695$313K0.06%-22913F-HRTimeline
Wilmington Savings Fund Society, FSB3,660$310K0.01%013F-HRTimeline
Summit X, LLC3,638$308K0.07%-27913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,621$307K<0.01%-61613F-HRTimeline
Vise Technologies, Inc.3,619$307K0.03%-613F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,600$305K0.07%013F-HR/ATimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.3,597$305K<0.01%-9,52913F-HRTimelineGroup
Richardson Capital Management LLC3,529$299K0.19%+2,70213F-HRTimeline
Intelligence Driven Advisers, LLC3,528$299K0.06%-6,01413F-HRTimeline
Good Life Advisors, LLC3,476$295K0.02%-3,45613F-HRTimeline
Zullo Investment Group, Inc.3,448$292K0.12%-2313F-HRTimeline
PDS Planning, Inc3,426$290K0.03%013F-HRTimeline
Sunflower Bank, N.A.3,425$290K0.08%-5,47013F-HRTimeline
Badgley Phelps Wealth Managers, LLC3,410$289K0.01%013F-HRTimeline
Valmark Advisers, Inc.3,378$286K<0.01%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC3,343$283K<0.01%new13F-HRTimelineGroup
Financial Partners Group, Inc3,306$280K0.04%-14213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,300$280K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,293$279K0.01%+47913F-HRTimeline
Two West Capital Advisors LLC3,172$269K0.23%-5313F-HRTimeline
Seascape Capital Management3,166$268K0.09%013F-HRTimeline
WR Wealth Planners, LLC3,158$268K0.09%-3,24513F-HRTimeline
MAIRS & POWER INC3,150$267K<0.01%013F-HRTimeline
First Business Financial Services, Inc.3,143$266K0.03%013F-HRTimeline
Key Client Fiduciary Advisors, LLC3,140$266K0.12%+15213F-HRTimeline
Goodwin Investment Advisory3,124$265K0.14%013F-HRTimeline
Sequoia Financial Advisors, LLC3,108$263K<0.01%013F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…3,086$261K0.01%+813F-HRTimelineGroup
Peak Asset Management, LLC3,076$261K0.05%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC3,068$260K0.05%-46213F-HRTimeline
L & S Advisors Inc3,013$255K0.03%+713F-HRTimeline
McKinley Carter Wealth Services, Inc.3,009$255K0.02%013F-HRTimeline
SEARLE & CO.3,000$254K0.07%013F-HRTimeline
Berkeley Capital Partners, LLC3,000$254K0.07%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,000$254K0.03%013F-HRTimeline
Mill Creek Capital Advisors, LLC3,000$254K0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,718$254K<0.01%+18713F-HRTimeline
Janney Capital Management LLC3,000$254K0.02%013F-HRTimeline
BCGM Wealth Management, LLC2,950$250K0.08%-3613F-HRTimeline
TOWNSQUARE CAPITAL LLC2,947$250K<0.01%-25013F-HRTimeline
United Advisor Group, LLC2,944$249K0.05%+22513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,913$247K<0.01%+12513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,903$246K0.01%+14113F-HR/ATimelineGroup
VERUS CAPITAL PARTNERS, LLC2,833$240K0.02%new13F-HR/ATimeline
Clarity Wealth Advisors, LLC2,807$238K0.06%-4013F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,788$236K0.01%013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…2,760$234K0.02%+26013F-HRTimeline
Trexquant Investment LP2,732$232K<0.01%+18113F-HRTimeline
Legacy Advisors, LLC2,700$229K0.02%013F-HRTimeline
Naviter Wealth, LLC2,700$229K0.03%013F-HRTimeline
Plancorp, LLC2,693$228K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC2,649$225K<0.01%+4613F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,647$224K0.02%-355,78113F-HRTimeline
Sovran Advisors, LLC2,676$222K0.03%13F-HRTimeline
DORCHESTER WEALTH MANAGEMENT Co2,600$220K0.04%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,595$220K<0.01%+35213F-HRTimelineGroup
PFG Investments, LLC2,591$220K0.01%-1913F-HRTimeline
Bellecapital International Ltd.2,508$213K0.04%013F-HRTimeline
SK Wealth Management, LLC2,479$210K0.11%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,447$207K<0.01%-88013F-HRTimelineGroup
Key Financial Inc2,438$207K0.05%+16613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,419$205K<0.01%-1,48213F-HRTimelineGroup
Orion Porfolio Solutions, LLC2,416$205K<0.01%-14113F-HRTimeline
Orion Portfolio Solutions, LLC2,416$205K<0.01%-14113F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.2,400$203K0.14%new13F-HRTimeline
Knights of Columbus Asset Advisors LLC2,384$202K0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,366$201K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.2,313$198K0.02%+313F-HRTimeline
Union Bancaire Privee, UBP SA2,284$195K<0.01%13F-HR/ATimeline
Vermillion & White Wealth Management Gr…2,282$193K0.14%+113F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…2,281$193K<0.01%-90,47413F-HRTimelineGroup
Glen Eagle Advisors, LLC2,274$193K0.03%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,253$191K0.02%013F-HRTimeline
Addison Advisors LLC2,253$191K0.05%013F-HRTimeline
UMB Bank, n.a.1,955$166K<0.01%-36213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Signature Resources Capital Management,…1,950$165K0.15%013F-HRTimeline
CENTRAL TRUST Co1,948$165K<0.01%+213F-HRTimeline
Financial Perspectives, Inc1,864$158K0.05%+513F-HRTimeline
LEE DANNER & BASS INC1,862$158K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.1,873$157K0.07%13F-HRTimeline
CENTAURUS FINANCIAL, INC.1,712$145K0.01%-913F-HRTimeline
Global Retirement Partners, LLC1,594$135K<0.01%-1513F-HRTimeline
Archer Investment Corp1,576$134K0.04%+113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,489$130K0.01%-5813F-HRTimeline
Golden State Wealth Management, LLC1,504$127K0.02%13F-HRTimeline
Farther Finance Advisors, LLC1,486$126K<0.01%-413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,420$120K0.01%013F-HRTimelineGroup
Mainstream Capital Management LLC1,362$115K0.08%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,315$111K<0.01%+6813F-HRTimelineGroup
Capital A Wealth Management, LLC1,309$111K0.18%13F-HRTimeline
Arax Advisory Partners1,283$109K0.01%+1,28213F-HRTimeline
Cape Investment Advisory, Inc.1,272$108K0.04%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC1,244$105K0.02%new13F-HRTimelineGroup
Compass Wealth Management LLC1,146$97.1K0.02%013F-HRTimeline
FLP Wealth Management, LLC1,060$89.8K0.23%13F-HRTimeline
Morse Asset Management, Inc1,000$84.8K0.02%013F-HRTimeline
LFA - Lugano Financial Advisors SA900$76.3K0.05%013F-HRTimeline
WealthShield Partners, LLC896$75.9K0.01%013F-HRTimeline
McIlrath & Eck, LLC876$74.2K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.866$73.4K0.01%-1413F-HRTimelineGroup
Creekmur Asset Management LLC854$72.4K0.02%+213F-HRTimeline
MATHER GROUP, LLC.783$66.4K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV750$63.6K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC752$62.6K0.03%13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC735$62.3K0.02%013F-HRTimeline
Transce3nd, LLC710$60.2K0.02%13F-HRTimeline
HOWE & RUSLING INC683$57.9K<0.01%+51713F-HRTimeline
Bogart Wealth, LLC648$54.9K<0.01%013F-HRTimeline
Realta Investment Advisors600$51.6K0.02%new13F-HRTimeline
Northwest Capital Management Inc600$50.9K0.02%-15013F-HRTimeline
VSM Wealth Advisory, LLC593$50.3K0.02%13F-HRTimeline
TD Waterhouse Canada Inc.579$49K<0.01%-3013F-HRTimeline
Capital Investment Counsel, Inc575$48.7K0.01%013F-HRTimeline
PFS Partners, LLC537$45.5K0.02%-13913F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC534$45.3K0.03%13F-HRTimeline
Venturi Wealth Management, LLC531$45K<0.01%-1913F-HRTimeline