Skip to content
Disclosery

IXN ISHARES TR

Follow

SHS (fund)

496 managers (498 13F filers) reported a position in IXN shares at 2026-03-31, 31,945,617 shares in all. 43 filers opened a position and 34 filers sold out during the quarter.

Managers
496
13F filers
498
New
43
Added
135
Reduced
158
Sold out
34
Shares held by filers
31,945,617

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Montecito Bank & Trust8,067$806K0.13%-5813F-HRTimeline
Bawa N Mallick Trust8,000$800K0.33%013F-HRTimeline
Able Wealth Management LLC7,947$794K0.21%-2,48313F-HRTimeline
Dynamic Advisor Solutions LLC7,822$782K0.02%-14913F-HRTimeline
Independent Advisor Alliance7,760$776K0.01%+4,05413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management7,724$772K0.03%-5013F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC7,699$770K0.21%-14113F-HRTimeline
HighPoint Advisor Group LLC7,654$765K0.03%+48213F-HRTimeline
BLAIR WILLIAM & CO/IL7,598$760K<0.01%+41913F-HRTimeline
Cresset Asset Management, LLC7,553$755K<0.01%-59,10113F-HRTimeline
Lunt Capital Management, Inc.7,471$747K0.29%+6513F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC7,352$735K0.59%+6613F-HRTimeline
D.A. DAVIDSON & CO.7,345$734K<0.01%-3913F-HRTimeline
Sonoma Private Wealth LLC7,267$726K0.89%-37713F-HRTimeline
Integrity Advisory Solutions, LLC7,168$717K0.09%+113F-HRTimeline
B. Riley Wealth Advisors, Inc.7,437$712K0.05%-1,17513F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.7,000$700K0.35%013F-HRTimeline
Milestone Asset Management Group, LLC6,912$691K0.4%-12013F-HRTimeline
Mayflower Financial Advisors, LLC6,703$670K0.08%+1,76413F-HRTimeline
Farmers National Bank6,650$665K0.15%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO6,640$664K0.07%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,525$652K0.01%-13113F-HRTimelineGroup
CFS Investment Advisory Services, LLC5,561$649K0.04%013F-HRTimeline
HB Wealth Management, LLC6,480$648K<0.01%+1,11813F-HRTimeline
IFP Advisors, Inc6,445$644K0.01%-1,04913F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC6,376$637K0.02%new13F-HRTimeline
Windsor Capital Management, LLC6,300$630K0.18%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,205$620K<0.01%+82213F-HRTimeline
Physician Wealth Advisors, Inc.6,202$620K0.09%+31313F-HRTimeline
UHLMANN PRICE SECURITIES, LLC6,000$614K0.04%new13F-HRTimeline
EXENCIAL WEALTH ADVISORS, LLC6,104$610K0.02%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.6,074$607K0.01%new13F-HRTimeline
Platform Technology Partners6,016$601K0.12%new13F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)6,000$600K0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC5,982$598K0.01%+113F-HRTimeline
Well Done, LLC5,937$594K0.09%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,934$593K0.01%+84613F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC5,868$587K0.01%013F-HRTimeline
Patton Albertson Miller Group, LLC5,834$583K0.07%-14913F-HRTimeline
TD Waterhouse Canada Inc.5,770$582K<0.01%+5,32213F-HRTimeline
Jaffetilchin Investment Partners, LLC5,823$582K0.03%-513F-HRTimeline
Pinnacle Wealth Management Advisory Gro…5,634$563K0.04%+3,40713F-HRTimeline
IEQ CAPITAL, LLC5,580$558K<0.01%013F-HRTimeline
Arkadios Wealth Advisors5,539$554K0.01%+16013F-HRTimeline
KCM INVESTMENT ADVISORS LLC5,526$552K0.02%+92213F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC5,430$543K0.2%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5,425$542K0.03%-2813F-HRTimeline
SBI Securities Co., Ltd.5,348$535K0.01%-9913F-HRTimeline
Goodman Advisory Group, LLC5,342$534K0.14%new13F-HRTimeline
&PARTNERS5,240$524K<0.01%+15513F-HRTimeline
BLUEDOOR PRIVATE WEALTH, LLC5,190$519K0.24%013F-HRTimeline
WealthTrust Axiom LLC5,067$507K0.12%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,936$494K0.01%+25613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP4,929$493K0.01%-21213F-HRTimeline
Mandatum Life Insurance Co Ltd4,846$484K0.11%013F-HRTimeline
Napier Financial, LLC4,800$480K0.11%new13F-HRTimeline
CONTINUUM WEALTH ADVISORS, LLC4,770$477K0.2%-21013F-HRTimeline
Tull Financial Group, Inc.4,668$467K0.21%013F-HRTimeline
MontVue Capital Management, Inc.4,591$459K0.31%-513F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …4,563$456K<0.01%-76013F-HRTimelineGroup
Vise Technologies, Inc.4,270$448K0.01%013F-HRTimeline
EVERETT HARRIS & CO /CA/4,470$447K0.01%-24613F-HRTimeline
Wealthspire Advisors, LLC4,456$445K<0.01%013F-HRTimeline
Avantax Planning Partners, Inc.4,414$441K0.01%013F-HRTimeline
Shelter Rock Management, LLC4,410$441K0.47%013F-HRTimeline
IHT Wealth Management, LLC4,407$441K0.01%-13713F-HRTimeline
TABLEAUX LLC4,394$439K0.21%-36713F-HRTimeline
Blue Trust, Inc.4,389$439K0.01%-27,64813F-HRTimeline
Tidemark, LLC4,230$423K0.11%-44813F-HRTimeline
NorthCrest Asset Manangement, LLC4,150$422K0.01%-89513F-HRTimeline
Continuum Advisory, LLC4,209$421K0.04%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,158$416K<0.01%-3,65513F-HRTimelineGroup
EP Wealth Advisors, LLC4,148$415K<0.01%-40213F-HRTimeline
Godfrey Financial Associates, Inc.4,020$402K0.34%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\3,974$397K<0.01%-16513F-HRTimelineGroup
PDS Planning, Inc3,943$394K0.03%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,906$390K<0.01%-15013F-HRTimelineGroup
NORDEN GROUP LLC3,880$388K0.04%-20413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,872$387K<0.01%+7113F-HRTimelineGroup
EXCALIBUR MANAGEMENT CORP3,867$387K0.14%+1013F-HRTimeline
Sequoia Financial Advisors, LLC3,846$384K<0.01%+13813F-HRTimeline
VISTA CAPITAL PARTNERS, INC.3,839$384K0.04%013F-HRTimeline
VestGen Advisors, LLC2,918$383K0.01%013F-HRTimeline
KTF INVESTMENTS, LLC3,771$377K0.06%-19013F-HRTimeline
CoreCap Advisors, LLC3,760$376K0.01%+34113F-HRTimeline
ROMANO BROTHERS AND COMPANY3,715$371K0.04%-15013F-HRTimeline
Urban Wealth Management, LLC3,715$371K0.38%-66613F-HRTimeline
Marin Bay Wealth Advisors, LLC3,698$370K0.22%new13F-HRTimeline
Delta Investment Management, LLC3,689$369K0.07%013F-HRTimeline
LaSalle St. Investment Advisors, LLC3,629$363K0.05%+613F-HRTimeline
Bryn Mawr Trust Advisors, LLC3,629$363K0.02%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,605$360K0.01%+513F-HRTimeline
BOSTON RESEARCH & MANAGEMENT INC3,600$360K0.08%013F-HR/ATimeline
Texas Yale Capital Corp.3,600$360K0.01%013F-HRTimeline
Segment Wealth Management, LLC3,600$360K0.02%013F-HRTimeline
Sava Infond d.o.o.3,600$360K0.05%new13F-HRTimeline
JB Capital LLC3,597$360K0.01%013F-HRTimeline
ZACKS INVESTMENT MANAGEMENT3,579$358K<0.01%+313F-HRTimeline
BNB Wealth Management, LLC3,533$353K0.23%013F-HRTimeline
Richardson Capital Management LLC3,529$353K0.17%+2,79713F-HRTimeline
Intelligence Driven Advisers, LLC3,527$353K0.06%-9013F-HRTimeline
Integrated Advisors Network LLC3,517$352K0.02%+48413F-HRTimeline
Sound View Wealth Advisors Group, LLC3,500$350K0.02%013F-HRTimeline
Minot DeBlois Advisors LLC3,450$345K0.31%013F-HRTimeline
PRIVATE TRUST CO NA3,442$344K0.03%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,434$343K<0.01%new13F-HRTimeline
Ignite Planners, LLC3,376$337K0.05%013F-HRTimeline
Valmark Advisers, Inc.3,313$331K<0.01%013F-HRTimeline
TIAAgroup of 2 filers holding3,312$331K-200Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,300$330K<0.01%013F-HRTimelineGroup
United Advisor Group, LLC3,265$326K0.04%+6513F-HRTimeline
Rosenberg Matthew Hamilton3,227$323K0.07%013F-HRTimeline
PFG Investments, LLC3,207$321K0.01%+7513F-HRTimeline
Sovran Advisors, LLC2,660$320K0.03%+1313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,177$318K<0.01%-5613F-HRTimelineGroup
Trexquant Investment LP3,176$318K<0.01%+47613F-HRTimeline
Nova Wealth Management, Inc.3,161$316K0.21%-22313F-HRTimeline
MAIRS & POWER INC3,150$315K<0.01%013F-HRTimeline
First Business Financial Services, Inc.3,143$314K0.03%013F-HRTimeline
Financial Partners Group, Inc3,095$309K0.04%-5313F-HRTimeline
Next Level Wealth Planning, LLC3,079$308K0.16%013F-HRTimeline
Peak Asset Management, LLC3,076$308K0.05%013F-HRTimeline
Seascape Capital Management3,066$307K0.09%013F-HRTimeline
4J Wealth Management LLC3,044$304K0.17%013F-HRTimeline
L & S Advisors Inc3,040$304K0.04%013F-HRTimeline
Savvy Advisors, Inc.3,035$303K0.01%+34713F-HRTimeline
SEARLE & CO.3,000$300K0.08%013F-HRTimeline
RiverFront Investment Group, LLC3,000$300K<0.01%013F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,000$300K0.03%013F-HRTimeline
Brooklyn Investment Group3,000$300K0.01%013F-HRTimeline
Mill Creek Capital Advisors, LLC3,000$300K0.01%013F-HRTimeline
Union Bancaire Privee, UBP SA4,124$299K<0.01%013F-HRTimeline
Activest Wealth Management2,944$294K0.05%013F-HRTimeline
Junk Investment Group, LLC2,927$293K0.15%13F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC2,913$291K<0.01%013F-HRTimeline
Plancorp, LLC2,693$290K0.01%-613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,889$289K<0.01%013F-HRTimelineGroup
Prospera Financial Services Inc2,842$284K<0.01%-1,40613F-HRTimeline
McKinley Carter Wealth Services, Inc.2,835$283K0.02%013F-HRTimeline
Zullo Investment Group, Inc.2,833$283K0.11%+2013F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC2,817$282K0.05%-13813F-HRTimeline
DecisionMap Wealth Management, LLC2,792$279K0.18%+27013F-HRTimeline
Clark Capital Management Group, Inc.2,791$279K<0.01%013F-HRTimeline
BRIGHTON JONES LLC2,766$277K0.01%new13F-HR/ATimeline
Legacy Advisors, LLC2,700$270K0.03%013F-HRTimeline
Naviter Wealth, LLC2,700$270K0.03%013F-HRTimeline
Key Client Fiduciary Advisors, LLC2,679$268K0.09%013F-HRTimeline
ATX Financial Planning, LLC2,629$263K0.2%-1,43913F-HRTimeline
Cardinal Point Capital Management ULC2,600$258K0.02%013F-HRTimeline
STRATEGY ASSET MANAGERS LLC2,575$257K0.04%-4713F-HRTimeline
SK Wealth Management, LLC2,500$256K0.07%013F-HRTimeline
Clarity Wealth Advisors, LLC2,557$256K0.05%-19213F-HRTimeline
Financial Perspectives, Inc2,527$253K0.07%013F-HRTimeline
Barnes Wealth Management Group, Inc2,519$252K0.13%+5313F-HRTimeline
Bellecapital International Ltd.2,508$251K0.05%013F-HR/ATimeline
W.G. Shaheen & Associates DBA Whitney &…2,500$250K0.02%013F-HRTimeline
SkyOak Wealth, LLC2,488$249K0.05%new13F-HRTimeline
Advisory Services Network, LLC2,452$245K<0.01%new13F-HRTimeline
BCGM Wealth Management, LLC2,418$242K0.06%-43413F-HRTimeline
Mountain Capital Investment Advisors In…1,991$241K0.04%-2,65013F-HRTimeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.2,400$240K0.15%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC2,400$240K0.02%-53013F-HRTimelineGroup
Key Financial Inc2,397$240K0.04%+12513F-HRTimeline
One Charles Private Wealth Services, LLC2,396$240K0.06%new13F-HRTimeline
Moors & Cabot, Inc.2,392$239K0.01%-5313F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC2,375$237K0.01%+213F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,369$237K0.02%-10713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,359$236K<0.01%+4713F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…2,349$235K0.03%+1213F-HRTimeline
Knights of Columbus Asset Advisors LLC2,329$233K0.01%013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC2,309$231K0.02%013F-HRTimeline
Zhang Financial LLC2,280$228K0.01%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,265$226K0.02%new13F-HRTimeline
Vermillion & White Wealth Management Gr…2,263$226K0.13%013F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC2,253$225K0.02%013F-HRTimeline
Investor's Fiduciary Advisor Network, L…2,213$221K0.07%+12613F-HRTimeline
FLC Capital Advisors2,208$221K0.04%013F-HRTimeline
Mesirow Financial Investment Management…2,203$220K<0.01%new13F-HRTimeline
CX Institutional2,204$220K0.01%+1,24413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,192$219K<0.01%-23113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,136$217K0.02%+13413F-HRTimeline
GoalVest Advisory LLC2,160$216K0.04%013F-HRTimeline
GENTRY PRIVATE WEALTH, LLC2,160$216K0.13%013F-HRTimeline
Sunflower Bank, N.A.2,157$216K0.05%013F-HRTimeline
Chicago Partners Investment Group LLC1,794$214K<0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC2,130$213K0.05%new13F-HRTimeline
Gateway Wealth Partners, LLC2,120$212K0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC2,120$212K<0.01%-75513F-HRTimeline
Glen Eagle Advisors, LLC2,094$209K0.03%013F-HRTimeline
SIMON QUICK ADVISORS, LLC2,058$206K0.01%013F-HRTimeline
Perigon Wealth Management, LLC2,050$205K<0.01%013F-HRTimeline
WealthPlan Investment Management, LLC2,049$205K0.01%new13F-HRTimeline
CHARTIST INC /CA/2,049$205K0.15%013F-HRTimeline
JSF Financial, LLC2,017$202K0.04%013F-HRTimeline
Traynor Capital Management, Inc.2,103$201K0.01%+14413F-HRTimeline
UMB Bank, n.a.1,955$195K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Signature Resources Capital Management,…1,950$195K0.09%013F-HRTimeline
NATIXISin group Natixis Investment Managers1,985$193K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co1,918$192K<0.01%013F-HRTimeline
Kilter Group LLC1,828$183K0.08%013F-HRTimeline