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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
Fisher Asset Management, LLC4,795,150$406M0.16%-133,23613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,615,247$222M0.02%-169,35313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,273,159$193M0.02%-56,62213F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,863,000$158M2.15%013F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,394,312$118M2.31%-28,53513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,180,825$100M0.01%+57,09613F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,011,498$85.7M0.02%+94,14513F-HRTimelineGroup
Portfolio Strategies, Inc.895,677$75.8M10.77%-123,09113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA855,132$72.5M0.02%-2,20113F-HRTimelineGroup
LPL Financial LLC836,177$70.9M0.03%-7,16013F-HRTimeline
FIL Ltdin group FIL Ltd802,955$68.3M0.06%+48,38513F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC588,674$49.9M0.01%-3,60213F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.547,311$46.4M<0.01%+29,08613F-HRTimelineGroup
PATTEN & PATTEN INC/TN469,909$39.8M2.63%+4,40513F-HRTimeline
Cambridge Investment Research Advisors,…464,811$39.4M0.13%+7,19013F-HRTimeline
UBS Group AGin group UBS Group AG455,573$38.6M0.01%-61,84313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC301,760$25.6M0.04%+5,03913F-HRTimeline
Amundiin group Amundi292,500$25.1M0.01%013F-HRTimelineGroup
FLOW TRADERS U.S. LLC287,657$24.4M0.97%+253,68813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC276,425$23.4M0.01%13F-HR/ATimelineGroup
Parallel Advisors, LLC262,747$22.3M0.5%+5,32513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC248,377$21M<0.01%-9,26713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding195,873$16.6M+786Timeline
Shira Ridge Wealth Management195,624$16.6M8.11%+1,87413F-HRTimeline
SCOTIA CAPITAL INC.194,195$16.5M0.09%+5,07613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.179,408$15.2M0.03%+13,62513F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…169,962$14.4M0.03%+7,73013F-HRTimelineGroup
Vickerman Investment Advisors, Inc.134,340$11.4M3.09%+30013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…130,900$11.1M0.01%+10,10013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp128,482$10.9M0.04%-61613F-HRTimelineGroup
Cetera Investment Advisers124,327$10.5M0.02%-1,68413F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.119,706$10.1M0.08%-31,13013F-HRTimeline
Integrated Wealth Concepts LLC117,249$9.94M0.12%-25213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC109,014$9.24M0.09%-81713F-HRTimeline
Sterling Group Wealth Management, LLC107,110$9.08M4.71%+37013F-HRTimeline
Rollins Financial Advisors, LLC103,403$8.76M1.37%-26113F-HRTimeline
Cambria Investment Management, L.P.102,659$8.7M0.53%-3,60913F-HRTimeline
VAUGHAN & Co SECURITIES, INC.98,484$8.35M5.03%-1,04113F-HRTimeline
Summit Wealth Group, LLC97,279$8.24M2.39%+1,16113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/96,133$8.15M<0.01%-25713F-HRTimelineGroup
Bordeaux Wealth Advisors LLC95,369$8.08M1.3%-54113F-HR/ATimeline
Rathbones Group PLC93,648$7.94M0.04%+6,84713F-HRTimeline
SOL Capital Management CO85,900$7.28M0.81%+20013F-HRTimeline
Mariner, LLCin group Mariner, LLC83,532$7.08M0.01%-2,33213F-HRTimelineGroup
Cardinal Strategic Wealth Guidance78,862$6.68M2.13%-75613F-HRTimeline
New Insight Wealth Advisors78,759$6.67M3.34%+6,92713F-HRTimeline
MML INVESTORS SERVICES, LLC77,059$6.53M0.02%-16,91613F-HRTimeline
Aptus Capital Advisors, LLC76,336$6.47M0.08%+1613F-HRTimeline
CIBC WORLD MARKET INC.75,935$6.43M0.01%-1,15213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…74,910$6.35M0.16%+71113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…72,212$6.12M0.01%+9,75013F-HR/ATimeline
Atria Wealth Solutions, Inc.71,691$6.08M0.07%-3,65613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC71,650$6.07M0.01%-138,32013F-HRTimelineGroup
HighTower Advisors, LLC70,228$5.95M0.01%+3,81213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP70,205$5.95M0.01%+19,37213F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/66,960$5.67M0.01%+48,95213F-HRTimelineGroup
Private Advisor Group, LLC65,637$5.56M0.03%+6,83713F-HRTimeline
Bellwether Advisors, LLC64,828$5.49M0.98%-54913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,123$5.35M0.01%+58,04013F-HRTimelineGroup
Wealthfront Advisers LLC62,863$5.33M0.02%+4,97913F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP61,611$5.22M0.01%+1,04613F-HRTimelineGroup
Slow Capital, Inc.57,109$4.84M0.69%-76813F-HRTimeline
Long Run Wealth Advisors, LLC56,952$4.83M1.16%-4,06913F-HRTimeline
Cresset Asset Management, LLC56,904$4.82M0.02%-52,57913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC54,173$4.59M0.03%-20,00513F-HRTimelineGroup
NFSG Corp53,666$4.55M1.17%+7,02613F-HRTimeline
NewEdge Advisors, LLC52,756$4.47M0.03%+3,00913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.52,717$4.47M0.03%-12,04813F-HRTimeline
COURIER CAPITAL LLC52,582$4.46M0.31%-5513F-HRTimeline
Flagship Private Wealth, LLC50,739$4.3M2.07%+16313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,303$4.18M<0.01%+1,19413F-HRTimelineGroup
Marks Group Wealth Management, Inc47,164$4M0.39%+1,42413F-HRTimeline
FCA CORP /TX46,212$3.92M1.22%+5513F-HRTimeline
Waverly Advisors, LLC45,486$3.85M0.06%+1,60813F-HRTimeline
SP Asset Management LLC44,622$3.78M0.32%+4813F-HRTimeline
Federation des caisses Desjardins du Qu…42,101$3.56M0.02%-3,05513F-HRTimeline
Arete Wealth Advisors, LLC41,127$3.49M0.25%+6,40613F-HRTimeline
Charter Oak Capital Management, LLC40,990$3.47M0.32%+43913F-HRTimeline
Marotta Asset Management38,267$3.23M0.68%013F-HRTimeline
FMR LLCin group FMR LLC37,568$3.2M<0.01%+4,37013F-HRTimelineGroup
Creative Planningin group Creative Planning36,792$3.12M<0.01%-6,34913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.36,234$3.07M0.04%-1,40813F-HRTimelineGroup
Perissos Private Wealth Management, LLC36,164$3.06M2.29%+11113F-HRTimeline
Janney Montgomery Scott LLC36,137$3.06M0.01%-53513F-HRTimeline
DEFINED WEALTH MANAGEMENT, LLC35,943$3.05M2.02%-11513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP35,755$3.03M<0.01%+1,55613F-HRTimelineGroup
CWM, LLCin group CWM, LLC35,453$3M0.01%+9,67113F-HRTimelineGroup
EQ LLC34,291$2.91M1.37%-73813F-HRTimeline
Bernardo Wealth Planning LLC34,458$2.89M0.69%-77813F-HRTimeline
Patten Group, Inc.34,033$2.88M0.64%+63613F-HRTimeline
COMERICA BANK32,280$2.74M0.01%+11813F-HR/ATimeline
AE Wealth Management LLC32,217$2.73M0.02%+2,07913F-HRTimeline
PINNACLE ASSOCIATES LTD32,190$2.73M0.04%-38013F-HRTimeline
CHOREO, LLC31,108$2.64M0.04%+613F-HRTimeline
Western Wealth Management, LLC30,615$2.59M0.17%-1413F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP30,330$2.57M0.19%+3,16713F-HRTimeline
Sandy Spring Bank29,172$2.47M0.1%-98113F-HRTimeline
U.S. Capital Wealth Advisors, LLC29,023$2.46M0.08%+3,44913F-HRTimeline
Icon Wealth Advisors, LLC27,580$2.34M0.19%+2,53413F-HRTimeline
Sharkey, Howes & Javer27,391$2.32M0.33%-2,62013F-HRTimeline
Gladstone Institutional Advisory LLC27,250$2.31M0.11%+92813F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC26,980$2.29M0.48%-4,12013F-HRTimelineGroup
4J Wealth Management LLC26,424$2.24M1.81%+10913F-HRTimeline
MA Private Wealth25,553$2.17M0.4%013F-HRTimeline
Pictet North America Advisors SA25,300$2.14M0.2%-107,20313F-HRTimeline
Apexium Financial, LP25,231$2.14M0.13%+27613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…25,139$2.13M0.01%+80613F-HRTimelineGroup
NTV Asset Management LLC24,990$2.12M0.28%-1,50413F-HRTimeline
Keystone Financial Group24,843$2.11M0.21%-1,37513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…24,616$2.09M0.07%-12613F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO24,528$2.08M0.49%013F-HRTimeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC24,400$2.07M1.55%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,204$2.05M0.01%+13,45713F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …24,063$2.04M0.06%-28313F-HRTimelineGroup
Robertson Stephens Wealth Management, L…23,555$2M0.07%-2,98713F-HRTimeline
Carnegie Investment Counsel22,316$1.89M0.05%-14513F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC21,490$1.82M0.15%+28913F-HR/ATimeline
Dentgroup LLC21,394$1.81M1.39%+313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.20,715$1.76M0.02%+24613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC20,521$1.74M<0.01%+99013F-HRTimelineGroup
SHEETS SMITH WEALTH MANAGEMENT19,744$1.67M0.2%-4913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …19,543$1.66M0.13%-1,49413F-HR/ATimeline
GTS SECURITIES LLC19,514$1.65M0.08%+9,96713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,342$1.64M<0.01%-84713F-HRTimeline
Cynosure Group, LLC19,222$1.63M0.24%013F-HRTimeline
Banco BTG Pactual S.A.19,200$1.62M0.38%-1,80013F-HRTimeline
Shum Financial Group, Inc.19,053$1.61M1.39%-9313F-HRTimeline
Eldridge Investment Advisors, Inc.18,855$1.6M0.37%-65513F-HRTimeline
Front Row Advisors LLC18,614$1.58M0.54%-2013F-HRTimeline
Snowden Capital Advisors LLC18,332$1.55M0.05%-39213F-HRTimeline
B. Riley Wealth Advisors, Inc.18,096$1.53M0.05%-2,80413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC18,000$1.53M<0.01%-3,48813F-HRTimelineGroup
Dakota Wealth Management17,969$1.52M0.04%-62213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC17,737$1.5M<0.01%+23813F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC17,462$1.48M<0.01%-2,78013F-HRTimelineGroup
Sanctuary Advisors, LLC17,491$1.47M0.01%-50013F-HRTimeline
Maridea Wealth Management LLC17,395$1.47M0.48%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,381$1.47M0.05%-1,33013F-HRTimeline
Kovack Advisors, Inc.17,320$1.47M0.14%-9613F-HRTimeline
Koss-Olinger Consulting, LLC17,158$1.45M0.13%+24613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.17,111$1.45M<0.01%-1,84613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\17,038$1.44M<0.01%-36313F-HRTimelineGroup
GREENLEAF TRUST16,985$1.44M0.01%013F-HRTimeline
Certus Wealth Management, LLC16,623$1.43M0.96%+17813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP16,745$1.42M<0.01%-6513F-HRTimeline
Quartz Partners, LLC16,730$1.42M0.86%-86313F-HRTimeline
Clearstead Advisors, LLC16,136$1.37M0.02%+7,97413F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC16,052$1.36M0.3%+1513F-HRTimeline
Meridian Wealth Management, LLC16,041$1.36M0.06%+3113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP15,553$1.32M<0.01%+8,00013F-HRTimelineGroup
Able Wealth Management LLC15,528$1.32M0.87%-1,62913F-HRTimeline
OneDigital Investment Advisors LLC15,292$1.3M0.02%-14,04213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…15,287$1.3M0.1%-2,05513F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC14,872$1.26M0.12%013F-HRTimeline
Ashton Thomas Private Wealth, LLC14,820$1.26M0.05%new13F-HRTimeline
FORTE ASSET MANAGEMENT LLC14,614$1.24M0.66%013F-HRTimeline
Oxinas Partners, LLC14,512$1.23M0.72%-1613F-HRTimeline
Capital Advisors, Ltd. LLC14,244$1.21M0.15%013F-HRTimeline
HANOVER ADVISORS INC13,981$1.18M0.5%+1,11013F-HRTimeline
Worth Financial Advisory Group, LLC13,565$1.15M0.71%-1,07113F-HRTimeline
Avidian Wealth Enterprises, LLC13,432$1.14M0.05%-14713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,424$1.14M<0.01%-4,11913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.13,331$1.13M0.08%-32613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…13,209$1.12M<0.01%+113F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC13,200$1.12M0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
James Hambro & Partners LLP13,050$1.11M0.04%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,600$1.07M0.07%013F-HRTimelineGroup
Plan Group Financial, LLC12,510$1.06M0.56%-19213F-HRTimeline
Northeast Financial Consultants Inc12,217$1.04M0.04%+2313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,198$1.03M0.02%-58413F-HRTimelineGroup
Tyler-Stone Wealth Management12,072$1.02M0.18%-10113F-HRTimeline
Narus Financial Partners, LLC12,053$1.02M0.35%013F-HRTimeline
Geneos Wealth Management Inc.11,999$1.02M0.04%-1,31513F-HRTimeline
Qube Research & Technologies Ltd11,245$953K<0.01%+7,98213F-HRTimeline
AIRE ADVISORS, LLC11,156$945K0.19%+2313F-HRTimeline
Keystone Wealth Services, LLC11,080$939K0.25%+13213F-HRTimeline
Cypress Wealth Services, LLC10,918$925K0.19%-65313F-HRTimeline
Ironwood Financial, llc10,794$915K0.19%-813F-HRTimeline
Blue Trust, Inc.10,591$898K0.01%+6,59113F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,556$895K0.01%+1,53413F-HRTimelineGroup
Ellis Investment Partners, LLC10,536$893K0.18%-8713F-HRTimeline
Clearwater Capital Advisors, LLC10,521$892K0.09%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,367$879K0.05%+20413F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC10,300$873K<0.01%new13F-HRTimeline
Stonebridge Financial Planning Group, L…10,280$871K0.39%-33013F-HRTimeline
Onyx Bridge Wealth Group LLC10,200$864K0.12%013F-HRTimeline
Mutual Advisors, LLC10,216$859K0.02%+41513F-HRTimeline
MAI Capital Management10,107$857K0.01%+1,37213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,060$853K0.03%+3513F-HRTimelineGroup
Independent Advisor Alliance9,933$842K0.01%new13F-HRTimeline
Quantinno Capital Management LP9,918$841K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management9,743$826K0.03%-12913F-HRTimelineGroup
Mandatum Life Insurance Co Ltd9,278$786K0.23%013F-HRTimeline
Strategies Wealth Advisors, LLC9,072$779K0.1%013F-HRTimeline
Sonoma Private Wealth LLC9,037$766K1.24%+95513F-HRTimeline
BROOKS, MOORE & ASSOCIATES, INC.9,000$763K0.45%-20013F-HRTimeline
Montecito Bank & Trust8,991$762K0.13%-2913F-HRTimeline
Composition Wealth, LLC8,893$754K0.02%+513F-HRTimeline
Sigma Planning Corp8,586$728K0.02%-11013F-HRTimeline
Steward Partners Investment Advisory, L…8,585$728K0.01%-17613F-HRTimeline