Skip to content
Disclosery

IXN ISHARES TR

Follow

SHS (fund)

492 managers (495 13F filers) reported a position in IXN shares at 2025-12-31, 26,874,650 shares in all. 47 filers opened a position and 27 filers sold out during the quarter.

Managers
492
13F filers
495
New
47
Added
134
Reduced
170
Sold out
27
Shares held by filers
26,874,650

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Addison Advisors LLC1,785$187K0.04%013F-HRTimeline
Larson Financial Group LLC1,640$172K0.01%+1,37313F-HRTimeline
Smartleaf Asset Management LLC1,613$171K0.01%+29413F-HRTimeline
CENTAURUS FINANCIAL, INC.1,619$170K0.01%-7313F-HRTimeline
Strategic Wealth Partners, Ltd.1,459$153K0.01%+3613F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC1,420$149K0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,354$142K<0.01%-9513F-HRTimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.1,290$135K0.01%13F-HRTimelineGroup
Cape Investment Advisory, Inc.1,272$134K0.04%+1,20013F-HRTimeline
Golden State Wealth Management, LLC1,229$129K0.01%+813F-HRTimeline
Dunhill Financial, LLC1,143$120K0.03%+96613F-HRTimeline
Acumen Wealth Advisors, LLC1,110$117K0.03%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,066$112K<0.01%-72813F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC1,056$111K0.04%013F-HRTimeline
Wealth Preservation Advisors, LLC1,036$109K0.05%-2413F-HRTimeline
Morse Asset Management, Inc1,000$105K0.02%013F-HRTimeline
Root Financial Partners, LLC991$104K0.01%-10313F-HRTimeline
CX Institutional960$101K<0.01%+54613F-HRTimeline
WealthShield Partners, LLC890$93.5K0.01%013F-HRTimeline
Avalon Trust Co870$91.3K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.105$90.9K0.01%+213F-HRTimelineGroup
Medallion Wealth Advisors, LLC853$89.5K0.03%+113F-HRTimeline
McIlrath & Eck, LLC844$88.6K0.01%-3213F-HRTimeline
NorthAvenue LLC841$88.3K0.07%13F-HRTimeline
Elevated Capital Advisors, LLC799$83.9K0.02%new13F-HRTimeline
Archer Investment Corp765$80.3K0.02%+413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC735$77.2K0.02%013F-HRTimeline
Richardson Capital Management LLC732$76.9K0.04%013F-HRTimeline
Allworth Financial LP701$73.6K<0.01%-11313F-HRTimeline
Sunbelt Securities, Inc.651$68.3K<0.01%013F-HRTimeline
Bogart Wealth, LLC648$68K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC599$62.9K0.02%+513F-HRTimeline
Capital Investment Counsel, Inc575$60.4K0.01%new13F-HRTimeline
SageView Advisory Group, LLC570$59.9K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc554$58.1K<0.01%-1013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC534$56.1K0.02%013F-HRTimeline
Triumph Capital Management522$54.8K0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC514$54K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC498$52.3K0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC490$51.5K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA480$50.4K0.11%new13F-HRTimeline
AMERIFLEX GROUP, INC.464$48.7K0.03%-53213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT450$47.2K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.448$47K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.442$46.4K0.04%+413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.400$42K0.02%-5013F-HRTimeline
PFS Partners, LLC376$39.4K0.02%+313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.375$39.4K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC354$37.2K<0.01%013F-HRTimelineGroup
West Branch Capital LLC353$37.1K0.01%013F-HRTimeline
Frazier Financial Advisors, LLC325$34.1K0.02%+313F-HRTimeline
ROTHSCHILD INVESTMENT LLC321$33.7K<0.01%+313F-HRTimeline
EFG International AGin group EFG International AG300$31.5K<0.01%13F-HRTimelineGroup
Colonial Trust Advisorsin group Colonial Trust Advisors294$30.9K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC282$29.6K0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC271$28.4K0.02%13F-HRTimeline
Founders Capital Management266$27.9K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC266$27.9K0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…266$27.9K0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC261$27K<0.01%+213F-HR/ATimelineGroup
HAZLETT, BURT & WATSON, INC.250$27K0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC242$25.5K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC222$23.3K<0.01%013F-HRTimeline
Abound Wealth Management219$23K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD210$22.1K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.210$22.1K<0.01%new13F-HRTimeline
TSFG, LLC192$20K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…189$19.8K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC178$18.7K<0.01%new13F-HRTimeline
HOWE & RUSLING INC166$17.4K<0.01%013F-HRTimeline
Orion Capital Management LLC149$15.6K0.01%new13F-HRTimeline
Go Invest LLC132$13.9K<0.01%13F-HRTimeline
DecisionPoint Financial, LLC127$13.3K<0.01%new13F-HRTimeline
Bravera Wealth118$12.4K0.01%13F-HRTimeline
Reyes Financial Architecture, Inc.113$11.9K0.01%013F-HRTimeline
Vision Retirement, LLC100$10.5K<0.01%13F-HRTimeline
North Star Investment Management Corp.95$9.97K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.85$8.93K<0.01%013F-HRTimeline
Sound Income Strategies, LLC80$8.63K<0.01%-29813F-HRTimeline
Byrne Asset Management LLC76$7.98K<0.01%-2013F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP67$7K<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…53$5.57K<0.01%new13F-HRTimelineGroup
MONTAG A & ASSOCIATES INC52$5.46K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.50$5.25K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.49$5.14K<0.01%013F-HRTimeline
Imprint Wealth LLC38$3.99K0.02%013F-HRTimeline
FAS Wealth Partners, Inc.24$2.52K<0.01%013F-HRTimeline
Advanced Asset Management Advisors Inc18$1.89K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division17$1.78K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.12$1.26K<0.01%+613F-HRTimeline
Retirement Wealth Solutions LLC3$276<0.01%013F-HRTimeline
Sankala Group LLC1$107<0.01%13F-HRTimeline