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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
HALBERT HARGROVE GLOBAL ADVISORS, LLC514$43.6K<0.01%new13F-HR/ATimeline
Bay Harbor Wealth Management, LLC498$42.2K0.01%013F-HRTimeline
Rice Partnership, LLC494$41.9K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC490$41.5K<0.01%-6013F-HRTimeline
Van Hulzen Asset Management, LLC478$40.5K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc475$40.2K<0.01%-2513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT450$38.1K<0.01%013F-HRTimeline
ORG Partners LLC445$37.8K0.01%+113F-HRTimeline
Castleview Partners, LLC431$36.4K0.02%013F-HR/ATimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…394$33.4K0.02%13F-HRTimeline
Sound Income Strategies, LLC378$32.1K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.375$31.8K0.01%-7113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC360$30.5K<0.01%-10713F-HRTimelineGroup
Frazier Financial Advisors, LLC322$27.5K0.02%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC318$27K<0.01%013F-HRTimeline
Synergy Investment Management, LLC300$25.4K0.01%13F-HRTimeline
SIMPLEX TRADING, LLC303$25K<0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors294$24.9K<0.01%013F-HRTimelineGroup
First Horizon Advisors, Inc.284$24.1K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC282$23.9K0.01%013F-HRTimeline
Founders Capital Management266$22.5K0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…266$22.5K0.01%013F-HRTimelineGroup
CRITERION CAPITAL ADVISORS, LLC270$22.4K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC259$22K<0.01%+113F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.250$21K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD210$17.8K0.01%013F-HRTimeline
Allworth Financial LP195$17.1K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…189$16K<0.01%013F-HRTimeline
TSFG, LLC192$16K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC174$14.9K<0.01%013F-HRTimeline
Larson Financial Group LLC150$12.7K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC138$11.7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…136$11.5K<0.01%+1013F-HRTimelineGroup
Denver PWM, LLC130$11K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC132$10.9K<0.01%new13F-HRTimelineGroup
Reyes Financial Architecture, Inc.113$9.58K0.01%13F-HRTimeline
Raleigh Capital Management Inc.111$9.43K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB110$9.32K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd100$8.47K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.100$8.47K0.01%13F-HRTimeline
Dunhill Financial, LLC100$8.46K<0.01%013F-HRTimeline
Byrne Asset Management LLC96$8.14K0.01%013F-HRTimeline
Westside Investment Management, Inc.85$7.2K<0.01%013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP85$7K<0.01%new13F-HRTimelineGroup
Sachetta, LLC77$6.53K<0.01%new13F-HRTimeline
AlphaMark Advisors, LLC75$6K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners53$4.49K<0.01%013F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.49$4.15K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC40$3.39K<0.01%-7513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO36$3.05K<0.01%new13F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC30$2.54K<0.01%-613F-HRTimeline
Fortitude Family Office, LLC30$2.54K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.24$2.03K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC20$1.65K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc17$1.44K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.12$1.02K<0.01%new13F-HR/ATimeline
CALDWELL SUTTER CAPITAL, INC.6$509<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC3$218<0.01%13F-HRTimeline