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Disclosery

IXN ISHARES TR

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SHS (fund)

445 managers (445 13F filers) reported a position in IXN shares at 2025-03-31, 27,592,544 shares in all. 31 filers opened a position and 47 filers sold out during the quarter.

Managers
445
13F filers
445
New
31
Added
89
Reduced
180
Sold out
47
Shares held by filers
27,592,544

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
RENAISSANCE TECHNOLOGIES LLC7,800$591K<0.01%-2,50013F-HRTimeline
CW Advisors, LLC7,782$589K0.01%013F-HRTimeline
J.W. COLE ADVISORS, INC.7,501$568K0.02%+3,04013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,458$565K0.01%+4,37213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…7,414$562K0.01%+9713F-HRTimelineGroup
ALLIUM FINANCIAL ADVISORS, LLC7,286$552K0.5%13F-HRTimeline
MGO ONE SEVEN LLC7,207$546K0.02%-49813F-HRTimeline
Independent Advisor Alliance7,113$539K0.02%-2,82013F-HRTimeline
Jaffetilchin Investment Partners, LLC7,059$535K0.04%013F-HRTimeline
Mandatum Life Insurance Co Ltd7,050$534K0.16%-2,22813F-HRTimeline
Milestone Asset Management Group, LLC7,044$534K0.48%+4513F-HRTimeline
One Charles Private Wealth Services, LLC6,771$513K0.17%+25013F-HRTimeline
Safeguard Financial, LLC6,662$505K0.11%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,619$501K<0.01%-1513F-HRTimelineGroup
D.A. DAVIDSON & CO.6,433$487K<0.01%-71413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,431$487K0.01%013F-HRTimelineGroup
Patton Albertson Miller Group, LLC6,400$485K0.07%-4013F-HR/ATimeline
Physician Wealth Advisors, Inc.6,367$482K0.08%+1913F-HRTimeline
Clearstead Advisors, LLC6,357$481K0.01%-9,77913F-HRTimeline
Windsor Capital Management, LLC6,300$477K0.15%013F-HRTimeline
WealthTrust Axiom LLC6,283$476K0.14%-1,13313F-HRTimeline
RWA WEALTH PARTNERS, LLC6,172$467K0.01%-413F-HRTimeline
SBI Securities Co., Ltd.6,117$463K0.02%+1613F-HRTimeline
IEQ CAPITAL, LLC6,081$461K<0.01%new13F-HRTimeline
Keeley-Teton Advisors, LLC6,000$454K0.06%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,954$451K<0.01%-2413F-HRTimelineGroup
HB Wealth Management, LLC5,862$444K<0.01%+1,33813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,823$441K<0.01%-40013F-HRTimelineGroup
CONTINUUM WEALTH ADVISORS, LLC5,760$436K0.22%013F-HRTimeline
EVERETT HARRIS & CO /CA/5,666$429K0.01%-57013F-HRTimeline
CFS Investment Advisory Services, LLC5,569$422K0.04%-23213F-HRTimeline
GREAT LAKES ADVISORS, LLC5,552$421K<0.01%new13F-HRTimeline
SG Americas Securities, LLC5,521$418K<0.01%013F-HRTimeline
IFP Advisors, Inc5,463$414K0.01%+11113F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,448$413K0.03%013F-HRTimeline
PFG Advisors5,425$411K0.02%+18413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,364$406K<0.01%+2,94513F-HRTimelineGroup
Mountain Capital Investment Advisors In…5,349$404K0.09%+28213F-HRTimeline
Prime Capital Investment Advisors, LLC5,265$399K<0.01%+2,61613F-HRTimeline
Tidemark, LLC5,224$396K0.15%+62913F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,214$395K0.01%+80913F-HRTimelineGroup
OLD MISSION CAPITAL LLC5,186$393K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA5,160$391K0.04%-13813F-HRTimeline
Blue Trust, Inc.4,994$378K<0.01%-5,59713F-HRTimeline
High Falls Advisors, Inc4,990$378K0.09%-26113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,942$374K0.01%013F-HRTimeline
Mayflower Financial Advisors, LLC4,939$374K0.06%-2313F-HRTimeline
BLAIR WILLIAM & CO/IL4,917$372K<0.01%-5013F-HRTimeline
TABLEAUX LLC4,893$371K0.27%-41713F-HRTimeline
EXCALIBUR MANAGEMENT CORP4,850$367K0.14%-2013F-HRTimeline
NorthCrest Asset Manangement, LLC4,770$361K0.01%-53313F-HRTimeline
Y-Intercept (Hong Kong) Ltd4,764$361K0.02%new13F-HRTimeline
IHT Wealth Management, LLC4,733$358K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,658$358K0.01%+20313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.4,701$356K0.01%+1,40813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.4,698$356K0.04%013F-HRTimeline
JB Capital LLC4,676$354K0.02%013F-HRTimeline
Tull Financial Group, Inc.4,668$354K0.21%013F-HRTimeline
Arcadia Wealth Management, LLC4,605$349K0.17%013F-HRTimeline
Integrated Advisors Network LLC4,585$347K0.02%-34413F-HRTimeline
Wealthspire Advisors, LLC4,536$344K<0.01%-78513F-HRTimeline
TWO SIGMA SECURITIES, LLC4,532$343K0.05%new13F-HRTimeline
NorthCoast Asset Management LLC4,513$342K<0.01%-25313F-HR/ATimeline
Sound View Wealth Advisors Group, LLC4,500$341K0.03%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,469$339K<0.01%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …4,443$337K0.01%-85313F-HRTimelineGroup
EP Wealth Advisors, LLC4,427$335K<0.01%+9313F-HRTimeline
Avantax Planning Partners, Inc.4,414$334K0.01%013F-HRTimeline
BRIGHTON JONES LLC4,394$333K0.01%+413F-HRTimeline
Continuum Advisory, LLC4,387$332K0.04%+1413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,335$328K<0.01%+71413F-HRTimeline
Nova Wealth Management, Inc.4,269$323K0.28%-36313F-HR/ATimeline
Empower Advisory Group, LLC4,178$316K<0.01%-3613F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\4,139$313K<0.01%-27213F-HRTimelineGroup
MontVue Capital Management, Inc.4,113$312K0.25%new13F-HRTimeline
SCS Capital Management LLC4,032$305K<0.01%new13F-HR/ATimeline
Rosenberg Matthew Hamilton3,993$302K0.08%013F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,972$301K<0.01%-21413F-HRTimelineGroup
Minot DeBlois Advisors LLC3,950$299K0.3%013F-HRTimeline
Summit Wealth Partners, LLC3,949$299K0.06%013F-HRTimeline
Texas Yale Capital Corp.3,908$296K0.01%013F-HRTimeline
TOWNSQUARE CAPITAL LLC3,883$294K<0.01%+93613F-HRTimeline
ROMANO BROTHERS AND COMPANY3,865$293K0.04%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,856$292K<0.01%new13F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC3,768$285K<0.01%-22313F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC3,763$285K0.01%-913F-HRTimeline
Thomasville National Bank3,751$284K0.02%-1,33013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…3,720$282K0.01%013F-HRTimelineGroup
Merit Financial Group, LLC3,716$281K<0.01%-1513F-HRTimeline
Delta Investment Management, LLC3,695$280K0.06%013F-HRTimeline
Wilmington Savings Fund Society, FSB3,660$277K0.01%013F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,600$273K0.07%013F-HR/ATimeline
&PARTNERS3,596$272K<0.01%new13F-HRTimeline
Richardson Capital Management LLC3,529$267K0.17%013F-HRTimeline
Summit X, LLC3,512$266K0.06%-12613F-HRTimeline
Good Life Advisors, LLC3,490$264K0.02%+1413F-HRTimeline
Ignite Planners, LLC3,376$264K0.05%-29013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd3,482$264K0.07%-1,13813F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC3,467$263K<0.01%+35913F-HRTimeline
PDS Planning, Inc3,426$259K0.02%013F-HRTimeline
Sunflower Bank, N.A.3,425$259K0.07%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC3,380$256K0.01%-3013F-HRTimeline
4J Wealth Management LLC3,352$254K0.2%-23,07213F-HRTimeline
Valmark Advisers, Inc.3,348$254K<0.01%-3013F-HRTimeline
CoreCap Advisors, LLC3,326$252K0.01%-1,79813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,300$250K<0.01%013F-HRTimelineGroup
Intelligence Driven Advisers, LLC3,267$247K0.05%-26113F-HRTimeline
Savvy Advisors, Inc.3,231$245K0.02%new13F-HRTimeline
MAIRS & POWER INC3,150$239K<0.01%013F-HRTimeline
First Business Financial Services, Inc.3,143$238K0.02%013F-HRTimeline
Key Client Fiduciary Advisors, LLC3,140$238K0.11%013F-HRTimeline
Financial Partners Group, Inc3,085$234K0.04%-22113F-HRTimeline
Peak Asset Management, LLC3,076$233K0.04%013F-HRTimeline
Seascape Capital Management3,066$232K0.08%-10013F-HRTimeline
VestGen Advisors, LLC3,036$230K0.01%13F-HRTimeline
L & S Advisors Inc3,013$228K0.03%013F-HRTimeline
McKinley Carter Wealth Services, Inc.3,009$228K0.01%013F-HRTimeline
Trexquant Investment LP3,009$228K<0.01%+27713F-HRTimeline
SEARLE & CO.3,000$227K0.06%013F-HRTimeline
Berkeley Capital Partners, LLC3,000$227K0.06%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,000$227K0.03%013F-HRTimeline
Mill Creek Capital Advisors, LLC3,000$227K0.01%013F-HRTimeline
BCGM Wealth Management, LLC2,950$223K0.07%013F-HRTimeline
Arete Wealth Advisors, LLC2,938$223K0.02%-38,18913F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,919$221K0.05%-14913F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,913$221K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,595$220K<0.01%013F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC2,898$219K0.05%new13F-HRTimeline
United Advisor Group, LLC2,881$218K0.04%-6313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,842$215K0.01%-6113F-HR/ATimelineGroup
Zullo Investment Group, Inc.2,841$215K0.09%-60713F-HRTimeline
Clarity Wealth Advisors, LLC2,807$213K0.06%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,788$211K0.01%013F-HRTimeline
Two West Capital Advisors LLC2,854$209K0.17%-31813F-HRTimeline
Values Added Financial LLC2,709$205K0.11%new13F-HRTimeline
Legacy Advisors, LLC2,700$204K0.02%013F-HRTimeline
Naviter Wealth, LLC2,700$204K0.02%013F-HRTimeline
Plancorp, LLC2,693$204K0.01%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,683$203K0.02%-15013F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC2,639$201K0.02%-1,75113F-HR/ATimeline
Avalon Trust Co2,503$190K0.02%new13F-HRTimeline
Financial Perspectives, Inc2,500$189K0.06%+63613F-HRTimeline
Key Financial Inc2,438$185K0.04%013F-HRTimeline
Knights of Columbus Asset Advisors LLC2,274$172K0.01%-11013F-HRTimeline
Glen Eagle Advisors, LLC2,274$172K0.03%013F-HRTimeline
Vermillion & White Wealth Management Gr…2,258$171K0.12%-2413F-HRTimeline
Addison Advisors LLC2,253$171K0.05%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC2,253$171K0.02%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…2,196$166K<0.01%-8513F-HRTimelineGroup
AMERIFLEX GROUP, INC.1,984$150K0.06%+11113F-HRTimeline
UMB Bank, n.a.1,955$148K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Signature Resources Capital Management,…1,950$148K0.13%013F-HRTimeline
CENTRAL TRUST Co1,948$148K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.1,712$130K0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,504$114K0.02%013F-HR/ATimeline
Farther Finance Advisors, LLC1,445$110K<0.01%-4113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,420$108K0.01%013F-HRTimelineGroup
Arax Advisory Partners1,363$103K0.01%+8013F-HRTimeline
Cape Investment Advisory, Inc.1,272$96.3K0.04%013F-HRTimeline
Capital A Wealth Management, LLC1,172$88.8K0.09%-13713F-HRTimeline
Compass Wealth Management LLC1,146$86.8K0.02%013F-HRTimeline
Wealth Preservation Advisors, LLC1,075$81.4K0.06%13F-HRTimeline
1 NORTH WEALTH SERVICES LLC1,056$80K0.04%new13F-HRTimeline
North Capital, Inc.1,008$76.3K0.07%13F-HRTimeline
Morse Asset Management, Inc1,000$75.7K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC963$72.9K<0.01%-35213F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,099$72.3K<0.01%-3,30013F-HRTimelineGroup
WealthShield Partners, LLC890$67.4K0.01%-613F-HRTimeline
McIlrath & Eck, LLC876$66.3K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.866$65.6K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC853$64.6K0.01%-113F-HRTimeline
Spectrum Wealth Counsel, LLC816$61.8K0.01%new13F-HRTimeline
MATHER GROUP, LLC.783$59.3K<0.01%013F-HRTimeline
Archer Investment Corp760$57.6K0.01%-81613F-HRTimeline
Medallion Wealth Advisors, LLC752$57.3K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV750$56.8K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC735$55.7K0.02%013F-HRTimeline
Sunbelt Securities, Inc.650$49.2K<0.01%-1,66313F-HRTimeline
Bogart Wealth, LLC648$49.1K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC625$47.3K0.01%new13F-HRTimeline
Northwest Capital Management Inc600$45.4K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC593$44.9K0.02%013F-HRTimeline
Bay Harbor Wealth Management, LLC581$44K0.01%+8313F-HRTimeline
Capital Investment Counsel, Inc575$43.6K0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC534$40.4K0.02%013F-HR/ATimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC514$38.9K<0.01%013F-HRTimeline
Transce3nd, LLC506$38.3K0.02%-20413F-HRTimeline
Rice Partnership, LLC494$37.4K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC490$37.1K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc475$36K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC469$35.5K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.466$35.4K<0.01%-11313F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.450$34.1K0.02%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT450$34.1K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…394$29.8K0.02%013F-HRTimeline
Sound Income Strategies, LLC378$28.7K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.375$28.4K0.01%013F-HRTimeline
PFS Partners, LLC373$28.2K0.02%-16413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC354$26.8K<0.01%-613F-HRTimelineGroup
Frazier Financial Advisors, LLC322$24.4K0.02%013F-HRTimeline