IXN ISHARES TR

SHS (fund)

Filings received so far for Q3 2026: 29 13F filers report a position in IXN shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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.

Holder	Shares	Value	% of portfolio	Change	Source
Shira Ridge Wealth Management	68,795	$10.2M	3.54%	-463	13F-HR Timeline
DECISION INVESTMENTS, INC	30,168	$4.47M	4.12%	-130	13F-HR Timeline
Marotta Asset Management	22,603	$3.35M	0.57%	-152	13F-HR Timeline
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	21,800	$3.23M	1.94%	0	13F-HR Timeline
Farther Finance Advisors, LLC	18,112	$2.68M	0.02%	+1,420	13F-HR Timeline
Avidian Wealth Enterprises, LLC	11,218	$1.66M	0.05%	-940	13F-HR Timeline
Asempa Wealth Advisors	8,124	$1.22M	0.95%	+18	13F-HR Timeline
Montecito Bank & Trust	8,127	$1.2M	0.18%	0	13F-HR Timeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	5,123	$759K	0.01%	0	13F-HR Timeline
Shelter Rock Management, LLC	4,410	$672K	0.63%	0	13F-HR Timeline
CoreCap Advisors, LLC	4,468	$662K	0.02%	+199	13F-HR Timeline
Intelligence Driven Advisers, LLC	3,177	$471K	0.08%	0	13F-HR Timeline
Rosenberg Matthew Hamilton	3,030	$449K	0.08%	-155	13F-HR Timeline
Graves Light Lenhart Wealth, Inc.	2,931	$434K	0.04%	0	13F-HR Timeline
First Heartland Consultants, Inc.	2,720	$403K	0.03%	-230	13F-HR Timeline
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	2,400	$356K	0.19%	0	13F-HR Timeline
GoalVest Advisory LLC	2,160	$320K	0.06%	0	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	1,730	$263K	0.04%	0	13F-HR Timeline
Williams & Novak Wealth Management, LLC	1,590	$236K	0.14%	0	13F-HR Timeline
Hamilton Capital, LLC	1,565	$232K	0.01%	0	13F-HR Timeline
Capital Advisors Wealth Management, LLC	1,483	$220K	0.02%	0	13F-HR Timeline
CX Institutional	803	$119K	<0.01%	-11,660	13F-HR Timeline
Investors Research Corp	690	$102K	0.02%	+425	13F-HR Timeline
Go Invest LLC	258	$38.2K	0.01%	+43	13F-HR Timeline
Byrne Asset Management LLC	76	$11.4K	0.01%	0	13F-HR Timeline
Central Pacific Bank - Trust Division	30	$4.45K	<0.01%	+13	13F-HR Timeline
Polaris Financial Partners	15	$2K	<0.01%		13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	7	$1.04K	<0.01%	new	13F-HR Timeline
Retirement Wealth Solutions LLC	2	$369	<0.01%	-1	13F-HR Timeline