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Disclosery

IXUS ISHARES TR

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COM (fund)

783 managers (790 13F filers) reported a position in IXUS shares at 2024-12-31, 500,808,298 shares in all. 44 filers opened a position and 62 filers sold out during the quarter.

Managers
783
13F filers
790
New
44
Added
326
Reduced
230
Sold out
62
Shares held by filers
500,808,298

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
Tortoise Investment Management, LLC56,986$3.77M0.4%-1,08013F-HR/ATimeline
Manuka Financial, LLC56,887$3.76M2.54%13F-HRTimeline
KFA Private Wealth Group, LLC56,654$3.75M1.57%+18,49813F-HRTimeline
Windward Private Wealth Management Inc.56,543$3.74M1.46%-49913F-HRTimeline
Soltis Investment Advisors LLC55,547$3.67M0.34%+913F-HRTimeline
AllGen Financial Advisors, Inc.55,218$3.65M1.23%new13F-HRTimeline
CGN Advisors LLC54,826$3.63M0.35%+7,75913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…53,102$3.51M0.35%-12,20613F-HRTimelineGroup
CATALYST PRIVATE WEALTH, LLC52,724$3.49M1.55%+5013F-HRTimeline
Ellis Investment Partners, LLC52,356$3.46M0.68%-29113F-HRTimeline
Everest Private Wealth51,676$3.42M3.01%13F-HRTimeline
Independent Advisor Alliance51,423$3.4M0.05%new13F-HRTimeline
Burt Wealth Advisors51,341$3.4M0.86%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV51,078$3.38M0.01%-15,93513F-HRTimeline
Rather & Kittrell, Inc.50,237$3.32M0.78%-2,29113F-HRTimeline
CWM, LLCin group CWM, LLC50,115$3.31M0.01%+22,82713F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC49,760$3.29M0.04%+1,97013F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co49,690$3.29M0.82%013F-HRTimelineGroup
Legacies Wealth LLC49,540$3.28M2.54%+3,95913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.49,232$3.26M0.02%-5,05013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding49,678$3.24M-13,178Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding49,001$3.24M-3,963Timeline
Gryphon Financial Partners LLC48,805$3.23M0.46%+33113F-HRTimeline
Leonard Rickey Investment Advisors P.L.…48,703$3.22M0.74%+4,69313F-HRTimeline
INTEGRITY ALLIANCE, LLC.48,201$3.19M0.35%13F-HRTimeline
Mesirow Financial Investment Management…48,044$3.18M0.06%-55313F-HRTimeline
Wescott Financial Advisory Group, LLC47,724$3.16M0.33%+62713F-HRTimeline
Freedom Day Solutions, LLC47,551$3.14M0.94%-1,26613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC47,522$3.14M0.04%+65213F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC47,493$3.14M3.39%-83413F-HRTimeline
Pinnacle Financial Partners Inc46,976$3.11M0.06%-27,28113F-HRTimeline
BEACON FINANCIAL PLANNING, INC46,214$3.06M1.78%-46313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC46,139$3.05M0.23%-1,82113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC45,172$2.99M0.09%+2,89113F-HRTimelineGroup
PENOBSCOT WEALTH MANAGEMENT44,726$2.96M1.36%-1,68913F-HRTimeline
Simplicity Wealth,LLC44,443$2.94M0.61%-6,83313F-HRTimeline
Eldridge Investment Advisors, Inc.44,258$2.93M0.68%-30,49113F-HRTimeline
Roble, Belko & Company, Inc44,057$2.91M0.46%-513F-HRTimeline
Olde Wealth Management, LLC43,152$2.85M1.02%-98413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC43,000$2.84M0.01%013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding42,964$2.84M+7,093Timeline
Abundance Wealth Counselors42,941$2.84M0.62%013F-HRTimeline
MISSION WEALTH MANAGEMENT, LP42,672$2.82M0.07%new13F-HRTimeline
Amplius Wealth Advisors, LLC42,191$2.79M0.29%-4,79313F-HRTimeline
Cyndeo Wealth Partners, LLC42,085$2.78M0.19%+4,12613F-HRTimeline
PINNACLE ASSOCIATES LTD41,665$2.76M0.04%+1,93913F-HRTimeline
OneDigital Investment Advisors LLC41,002$2.71M0.03%-2,74213F-HRTimeline
Advisory Resource Group40,414$2.67M0.57%+1,46013F-HRTimeline
EP Wealth Advisors, LLC40,240$2.66M0.02%+7,09013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management39,743$2.63M0.08%+5,47113F-HRTimelineGroup
New England Professional Planning Group…39,559$2.62M1.3%-9,29413F-HRTimeline
Strategic Investment Solutions, Inc. /IL42,936$2.57M0.86%+26,28913F-HRTimeline
Blue Edge Capital, LLC38,405$2.54M0.4%013F-HRTimeline
Oliver Luxxe Assets LLC34,855$2.53M0.46%013F-HR/ATimeline
DAVIDSON TRUST CO38,137$2.52M1.3%+38113F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC37,993$2.51M0.24%+99013F-HRTimeline
Bellwether Advisors, LLC37,931$2.51M0.45%-29213F-HRTimeline
Wealth Group Ltd37,868$2.5M0.72%-1,34413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC37,215$2.5M0.01%new13F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.37,537$2.48M2.5%13F-HRTimeline
Chicago Partners Investment Group LLC37,321$2.48M0.08%-97113F-HRTimeline
Cornerstone Wealth Management, LLC37,385$2.47M0.17%+2713F-HRTimeline
SENTINEL TRUST CO LBA36,984$2.45M0.28%+7,35713F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC36,924$2.44M2.87%13F-HRTimeline
Marietta Wealth Management, LLC36,641$2.42M0.35%+1,17113F-HRTimeline
Continuum Advisory, LLC36,515$2.42M0.31%-2,17013F-HRTimeline
Garden State Investment Advisory Servic…36,234$2.4M0.74%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC36,065$2.39M0.03%+4,28513F-HRTimelineGroup
Guidance Point Advisors, LLC35,788$2.37M0.67%+76013F-HRTimeline
MATHER GROUP, LLC.34,384$2.27M0.03%+4,56613F-HRTimeline
Firestone Capital Management34,126$2.26M0.56%-1,69913F-HRTimeline
MA Private Wealth33,986$2.25M0.42%-1,27313F-HRTimeline
Canandaigua National Trust Co of Florida33,699$2.23M1.74%+23,97713F-HRTimeline
Steward Partners Investment Advisory, L…33,621$2.22M0.02%+5513F-HRTimeline
Asset Dedication, LLC32,831$2.17M0.17%-1,92913F-HRTimeline
Single Point Partners, LLC32,703$2.16M0.5%-23013F-HRTimeline
Williams & Novak Wealth Management, LLC32,324$2.14M2.06%-28213F-HRTimeline
Pinnacle Wealth Management Advisory Gro…32,285$2.14M0.2%-12013F-HRTimeline
Beacon Bridge Wealth Partners, LLC32,135$2.13M0.9%+2,65913F-HRTimeline
Kingsview Wealth Management, LLC31,875$2.11M0.04%-8,45213F-HRTimeline
Valmark Advisers, Inc.31,636$2.09M0.03%+21713F-HRTimeline
Connecticut Wealth Management, LLC31,434$2.08M0.1%-71213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers30,933$2.05M<0.01%+15,14213F-HRTimelineGroup
Clarius Group, LLC30,703$2.03M0.14%+113F-HRTimeline
Betterment LLC30,559$2.02M<0.01%+1,56213F-HRTimeline
Goldstone Financial Group, LLC30,047$1.99M0.31%+5,56313F-HRTimeline
ADVOCATE GROUP LLC30,001$1.98M0.37%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC29,931$1.98M0.19%+54213F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.29,857$1.97M0.14%-2,59013F-HRTimelineGroup
Haverford Trust Co29,854$1.97M0.02%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC29,449$1.95M0.19%+1,05013F-HRTimeline
PFG Advisors29,321$1.94M0.12%+1,91713F-HRTimeline
IFG Advisory, LLC29,308$1.94M0.11%+54013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED29,085$1.92M0.18%+5,37113F-HRTimeline
Revolve Wealth Partners, LLC29,083$1.92M0.29%+78113F-HR/ATimeline
Cubist Systematic Strategies, LLC28,670$1.9M0.03%new13F-HRTimeline
Carnegie Investment Counsel28,622$1.89M0.05%+813F-HRTimeline
Gladstone Institutional Advisory LLC28,586$1.89M0.09%+1,77913F-HRTimeline
OARSMAN CAPITAL, INC.28,517$1.89M0.33%+25913F-HRTimeline
Element Wealth, LLC28,341$1.87M0.98%+1,30413F-HRTimeline
Klingman & Associates, LLC28,235$1.87M0.11%+41813F-HRTimeline
Summit Wealth Partners, LLC28,161$1.86M0.38%-25313F-HRTimeline
XML Financial, LLC27,832$1.84M0.17%-36213F-HRTimeline
CHATHAM CAPITAL GROUP, INC.27,570$1.82M0.3%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.27,545$1.82M0.02%-4,16013F-HRTimelineGroup
Sanctuary Advisors, LLC26,115$1.8M0.01%-39913F-HRTimeline
Van Cleef Asset Management,Inc27,058$1.79M0.2%013F-HRTimeline
BlueChip Wealth Advisors LLC26,922$1.78M0.99%-96713F-HRTimeline
Keystone Financial Group, Inc.26,658$1.76M1.43%13F-HRTimeline
Rede Wealth, LLC26,540$1.76M0.67%+1,83113F-HRTimeline
Verum Partners LLC26,023$1.72M0.5%-37413F-HRTimeline
GREENWOOD GEARHART LLC25,944$1.72M0.12%new13F-HRTimeline
ADE, LLC25,740$1.7M1.05%+4,11213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.25,654$1.7M0.09%-6,44613F-HR/ATimelineGroup
ETF Portfolio Partners, Inc.25,559$1.69M0.51%+13,31113F-HRTimeline
Pallas Capital Advisors LLC25,477$1.69M0.07%-46113F-HRTimeline
Bond & Devick Financial Network, Inc.23,156$1.68M0.72%013F-HRTimeline
Argent Trust Co25,416$1.68M0.07%-4,33913F-HRTimeline
GARRISON POINT ADVISORS, LLC25,237$1.67M0.79%+15013F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…25,088$1.66M0.66%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,970$1.65M0.01%+7,42413F-HRTimelineGroup
Gotham Asset Management, LLC24,938$1.65M0.02%new13F-HRTimeline
Carr Financial Group Corp24,851$1.64M0.52%-4,06713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP24,553$1.62M<0.01%013F-HRTimelineGroup
Lane & Associates LLC23,638$1.62M0.84%-32813F-HRTimeline
Capital Planning Advisors, LLC24,330$1.61M0.25%+1313F-HRTimeline
Global Strategic Investment Solutions, …24,232$1.6M0.19%+15513F-HRTimeline
Donor Advised Charitable Giving, Inc.24,122$1.6M0.04%+42513F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC24,065$1.59M0.44%+1513F-HRTimeline
Cassady Schiller Wealth Management, LLC23,818$1.58M0.58%-28813F-HRTimeline
Cresset Asset Management, LLC23,471$1.55M0.01%-87213F-HRTimeline
Procyon Advisors, LLC23,462$1.55M0.1%013F-HRTimeline
Taylor & Morgan Wealth Management, LLC23,373$1.55M1.09%-1,89213F-HRTimeline
Snowden Capital Advisors LLC23,267$1.54M0.05%-52213F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…22,947$1.52M0.15%+47613F-HRTimelineGroup
WESBANCO BANK INC22,694$1.5M0.05%+5,36513F-HRTimeline
COZAD ASSET MANAGEMENT INC22,591$1.49M0.14%+11,83513F-HRTimeline
Alpha Wealth Funds, LLC22,583$1.49M1.56%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC22,324$1.48M0.08%-39,79213F-HRTimeline
High Probability Advisors, LLC22,315$1.48M0.26%+2,71013F-HRTimeline
Sterling Investment Counsel, LLC21,679$1.43M0.95%-33913F-HRTimeline
Creekmur Asset Management LLC21,500$1.42M0.33%+53513F-HRTimeline
VICUS CAPITAL21,437$1.42M0.13%-82913F-HRTimeline
Shared Vision Wealth Group LLC21,415$1.42M0.75%+2,18613F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…21,270$1.41M0.05%-2,886,18713F-HRTimeline
BRIGHTON JONES LLC21,266$1.41M0.04%+13,40613F-HR/ATimeline
Alliance Wealth Advisors, LLC21,231$1.4M0.8%+61713F-HRTimeline
BLAIR WILLIAM & CO/IL21,146$1.4M<0.01%+38313F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC21,001$1.39M0.29%013F-HRTimelineGroup
Valtrion Capital Management, LLC20,904$1.38M1.81%13F-HRTimeline
Avantax Planning Partners, Inc.20,715$1.37M0.05%013F-HRTimeline
SAGE FINANCIAL GROUP INC20,529$1.36M0.11%+10113F-HRTimeline
Traveka Wealth, LLC20,050$1.33M0.73%+2,10413F-HRTimeline
Note Advisors, LLC19,682$1.3M1.15%13F-HRTimeline
B. Riley Wealth Advisors, Inc.19,214$1.27M0.04%-9,67413F-HRTimeline
Clark Asset Management, LLC19,188$1.27M0.24%+4,16613F-HRTimeline
IFP Advisors, Inc18,527$1.23M0.04%+46013F-HRTimeline
Arista Wealth Management, LLC18,415$1.22M0.29%-1,31513F-HRTimeline
SEEDS INVESTOR LLC18,237$1.21M0.34%+213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC18,065$1.19M0.23%-21413F-HRTimeline
Cambridge Financial Group, LLC17,995$1.19M0.51%-5,51013F-HRTimeline
Western Wealth Management, LLC17,847$1.18M0.08%-4,66413F-HR/ATimeline
Lakeridge Wealth Management LLC17,776$1.18M0.61%+2,10813F-HRTimeline
Farther Finance Advisors, LLC17,516$1.16M0.04%-36113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC17,458$1.15M0.01%+7,58213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC17,397$1.15M0.03%13F-HRTimeline
Roundview Capital LLC17,278$1.14M0.08%013F-HRTimeline
Glass Jacobson Investment Advisors llc17,219$1.14M0.37%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthShield Partners, LLC17,211$1.14M0.16%-31113F-HRTimeline
McIlrath & Eck, LLC16,953$1.12M0.14%+28013F-HRTimeline
Sandy Cove Advisors, LLC16,721$1.11M0.43%+67713F-HRTimeline
Certus Wealth Management, LLC15,812$1.1M0.73%013F-HRTimeline
PROFFITT & GOODSON INC16,529$1.09M0.18%013F-HRTimeline
Canopy Partners, LLC16,185$1.07M0.41%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding15,892$1.05M+1,261Timeline
FLPUTNAM INVESTMENT MANAGEMENT CO15,849$1.05M0.02%-1,95213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…15,779$1.04M0.42%-111,96513F-HRTimeline
Hilltop Partners LLC15,538$1.03M0.35%-57313F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,523$1.03M0.03%13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.15,445$1.02M1.02%13F-HRTimeline
Courage Miller Partners, LLC15,852$1.01M0.35%-3413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,979$991K<0.01%-106,00013F-HRTimelineGroup
JAMISON PRIVATE WEALTH MANAGEMENT, INC.14,856$983K0.15%+1,29813F-HRTimeline
Coppell Advisory Solutions LLC14,520$960K0.13%+4,53613F-HRTimeline
Kohmann Bosshard Financial Services, LLC14,517$960K0.12%+22813F-HRTimeline
Financial Alternatives, Inc14,407$953K0.67%-30113F-HRTimeline
TAGStone Capital, Inc.14,353$949K0.47%+25313F-HRTimeline
Sunbelt Securities, Inc.14,158$936K0.08%+23213F-HRTimeline
Atlas Private Wealth Advisors14,080$931K0.13%-2,00013F-HRTimeline
Verisail Partners, LLC14,029$928K0.43%13F-HRTimeline
KOM Wealth Management Group, LLC13,944$922K0.68%-9,90913F-HRTimeline
Csenge Advisory Group13,823$914K0.05%-2,37713F-HRTimeline
Capital Wealth Alliance, LLC13,795$912K0.52%-4,99213F-HRTimeline
Broadview Financial Management, LLC13,670$904K0.65%+1513F-HRTimeline
Patriot Financial Group Insurance Agenc…13,243$876K0.12%+1,00413F-HRTimeline
SC&H Financial Advisors, Inc.13,223$875K0.18%+913F-HRTimeline
Crews Bank & Trust13,180$872K0.15%13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV13,169$871K0.21%+26613F-HRTimeline
GWN SECURITIES INC.13,097$867K0.23%13F-HRTimeline
Clearstead Advisors, LLC12,979$858K0.01%+79013F-HRTimeline