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Disclosery

IXUS ISHARES TR

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COM (fund)

791 managers (798 13F filers) reported a position in IXUS shares at 2025-03-31, 495,365,161 shares in all. 67 filers opened a position and 50 filers sold out during the quarter.

Managers
791
13F filers
798
New
67
Added
270
Reduced
299
Sold out
50
Shares held by filers
495,365,161

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Windward Private Wealth Management Inc.55,044$3.84M1.5%-1,49913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV54,726$3.82M0.01%+3,64813F-HRTimeline
NewEdge Advisors, LLC54,093$3.78M0.02%-27,17613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP54,035$3.77M0.09%+11,36313F-HRTimeline
Riggs Asset Managment Co. Inc.53,797$3.76M1.07%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…53,393$3.73M0.38%+29113F-HRTimelineGroup
Robertson Stephens Wealth Management, L…53,129$3.71M0.14%-4,89413F-HRTimeline
Ellis Investment Partners, LLC53,121$3.71M0.77%+76513F-HRTimeline
Strategic Blueprint, LLC52,065$3.63M0.2%+46,15513F-HRTimeline
Burt Wealth Advisors51,736$3.61M0.9%+39513F-HRTimeline
Everest Private Wealth51,676$3.61M3.29%013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding51,464$3.59M+2,463Timeline
MANNING & NAPIER ADVISORS LLC51,286$3.58M0.04%+1,52613F-HRTimeline
Legacies Wealth LLC50,399$3.52M2.6%+85913F-HRTimeline
Foster Victor Wealth Advisors, LLC51,541$3.48M0.28%new13F-HRTimeline
CWM, LLCin group CWM, LLC49,756$3.47M0.01%-35913F-HRTimelineGroup
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co49,690$3.47M0.84%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.49,133$3.43M0.02%-9913F-HRTimeline
Mesirow Financial Investment Management…48,995$3.42M0.07%+95113F-HRTimeline
Gryphon Financial Partners LLC48,625$3.39M0.49%-18013F-HRTimeline
Simplicity Wealth,LLC48,488$3.38M0.26%+4,04513F-HRTimeline
Oliver Luxxe Assets LLC48,469$3.38M0.63%+13,61413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC48,287$3.37M0.1%+3,11513F-HRTimelineGroup
Rather & Kittrell, Inc.48,084$3.36M0.73%-2,15313F-HRTimeline
PINNACLE ASSOCIATES LTD48,000$3.35M0.05%+6,33513F-HRTimeline
Wescott Financial Advisory Group, LLC47,651$3.33M0.34%-7313F-HRTimeline
Leonard Rickey Investment Advisors P.L.…47,906$3.27M0.7%-79713F-HRTimeline
Pinnacle Financial Partners Inc45,911$3.21M0.06%-1,06513F-HRTimeline
PRAIRIEVIEW WEALTH PARTNERS, LLC45,413$3.17M3.88%-2,08013F-HRTimeline
Jaffetilchin Investment Partners, LLC45,106$3.15M0.23%-40,90513F-HRTimeline
Bricktown Capital, LLC45,000$3.14M0.59%new13F-HRTimeline
Freedom Day Solutions, LLC44,812$3.13M0.96%-2,73913F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding42,523$3.06M-7,155Timeline
Clear Creek Financial Management, LLC43,727$3.05M0.32%-78,85013F-HRTimeline
Roble, Belko & Company, Inc43,300$3.02M0.48%-75713F-HRTimeline
BEACON FINANCIAL PLANNING, INC43,174$3.01M1.73%-3,04013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC43,000$3M0.02%013F-HRTimeline
Abundance Wealth Counselors42,904$3M0.63%-3713F-HRTimeline
Olde Wealth Management, LLC42,900$2.99M1.06%-25213F-HRTimeline
Advisory Resource Group41,883$2.92M0.6%+1,46913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding41,605$2.9M-1,359Timeline
Balentine LLC41,439$2.89M0.12%new13F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC41,072$2.87M0.04%+5,00713F-HRTimelineGroup
Chicago Partners Investment Group LLC39,234$2.86M0.1%+1,91313F-HRTimeline
SENTINEL TRUST CO LBA40,926$2.86M0.34%+3,94213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management40,870$2.85M0.09%+1,12713F-HRTimelineGroup
Private Wealth Asset Management, LLC40,802$2.85M0.41%13F-HRTimeline
Amplius Wealth Advisors, LLC40,521$2.83M0.29%-1,67013F-HRTimeline
OneDigital Investment Advisors LLC40,487$2.83M0.03%-51513F-HRTimeline
Haverford Trust Co39,760$2.78M0.03%+9,90613F-HRTimeline
PENOBSCOT WEALTH MANAGEMENT39,633$2.77M1.16%-5,09313F-HRTimeline
Pinnacle Wealth Management Advisory Gro…39,129$2.73M0.25%+6,84413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers38,828$2.71M0.01%+7,89513F-HRTimelineGroup
Blue Edge Capital, LLC38,405$2.68M0.43%013F-HRTimeline
CGN Advisors LLC38,234$2.67M0.26%-16,59213F-HRTimeline
Bellwether Advisors, LLC37,824$2.64M0.55%-10713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC37,512$2.62M0.71%+13,44713F-HRTimeline
FIDUCIARY ADVISORS, INC.37,481$2.62M2.58%-5613F-HRTimeline
Cornerstone Wealth Management, LLC37,385$2.61M0.18%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.37,351$2.61M0.02%+9,80613F-HRTimelineGroup
Betterment LLC37,339$2.61M0.01%+6,78013F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…37,060$2.59M0.47%-30,18213F-HRTimelineGroup
Marietta Wealth Management, LLC36,966$2.58M0.38%+32513F-HRTimeline
Wealth Group Ltd36,570$2.55M0.75%-1,29813F-HRTimeline
DAVIDSON TRUST CO36,193$2.53M1.2%-1,94413F-HRTimeline
EP Wealth Advisors, LLC36,173$2.53M0.02%-4,06713F-HRTimeline
Guidance Point Advisors, LLC36,013$2.51M0.72%+22513F-HRTimeline
SIGNAL TREE FINANCIAL PARTNERS LLC35,846$2.5M2.51%-1,07813F-HRTimeline
Garden State Investment Advisory Servic…35,615$2.49M0.8%-61913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC35,578$2.48M0.24%-2,41513F-HRTimeline
Cyndeo Wealth Partners, LLC35,245$2.46M0.16%-6,84013F-HRTimeline
New England Professional Planning Group…34,849$2.43M1.21%-4,71013F-HRTimeline
Beacon Bridge Wealth Partners, LLC34,434$2.4M1.03%+2,29913F-HRTimeline
MATHER GROUP, LLC.34,350$2.4M0.03%-3413F-HRTimeline
Firestone Capital Management34,210$2.39M0.63%+8413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC33,522$2.35M0.01%-3,69313F-HRTimelineGroup
Goldstone Financial Group, LLC33,335$2.33M0.35%+3,28813F-HRTimeline
SageView Advisory Group, LLC33,291$2.32M0.1%-33,40413F-HRTimeline
MA Private Wealth32,915$2.3M0.43%-1,07113F-HRTimeline
Steward Partners Investment Advisory, L…32,852$2.29M0.02%-76913F-HRTimeline
GWN SECURITIES INC.32,740$2.29M0.13%+19,64313F-HRTimeline
Valmark Advisers, Inc.32,465$2.27M0.03%+82913F-HRTimeline
Single Point Partners, LLC32,226$2.25M0.53%-47713F-HRTimeline
Kingsview Wealth Management, LLC32,117$2.24M0.04%+24213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED31,203$2.19M0.21%+2,11813F-HR/ATimeline
CARDIFF PARK ADVISORS, LLC31,398$2.19M0.21%+1,94913F-HRTimeline
OARSMAN CAPITAL, INC.31,354$2.19M0.39%+2,83713F-HRTimeline
Clarius Group, LLC30,703$2.14M0.13%013F-HRTimeline
ADVOCATE GROUP LLC30,001$2.09M0.38%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC29,826$2.08M0.2%-10513F-HRTimeline
Williams & Novak Wealth Management, LLC29,384$2.06M2.02%-2,94013F-HRTimeline
WESBANCO BANK INC29,329$2.05M0.07%+6,63513F-HRTimeline
Revolve Wealth Partners, LLC29,163$2.04M0.29%+8013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC29,010$2.03M0.03%-18,51213F-HRTimeline
Continuum Advisory, LLC28,822$2.01M0.26%-7,69313F-HRTimeline
Gladstone Institutional Advisory LLC28,788$2.01M0.09%+20213F-HRTimeline
Keystone Financial Group, Inc.26,906$1.97M1.39%+24813F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.28,146$1.96M0.14%-1,71113F-HRTimelineGroup
ADE, LLC28,142$1.96M1.13%+2,40213F-HRTimeline
Element Wealth, LLC28,141$1.96M1.05%-20013F-HRTimeline
Connecticut Wealth Management, LLC28,045$1.96M0.1%-3,38913F-HRTimeline
Klingman & Associates, LLC27,875$1.95M0.12%-36013F-HRTimeline
IFG Advisory, LLC27,220$1.9M0.11%-2,08813F-HRTimeline
XML Financial, LLC27,032$1.89M0.18%-80013F-HRTimeline
BlueChip Wealth Advisors LLC26,922$1.88M0.92%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.26,770$1.87M0.31%-80013F-HRTimeline
Rede Wealth, LLC26,709$1.86M0.66%+16913F-HRTimeline
Summit Wealth Partners, LLC26,300$1.84M0.37%-1,86113F-HRTimeline
Van Cleef Asset Management,Inc26,222$1.83M0.21%-83613F-HRTimeline
Verum Partners LLC25,803$1.8M0.49%-22013F-HRTimeline
Carnegie Investment Counsel28,622$1.8M0.04%013F-HRTimeline
Advisor Resource Council25,771$1.79M0.15%new13F-HRTimeline
Sterling Investment Counsel, LLC25,582$1.79M0.61%+3,90313F-HRTimeline
GARRISON POINT ADVISORS, LLC25,477$1.78M0.86%+24013F-HRTimeline
Argent Trust Co25,416$1.77M0.07%013F-HRTimeline
Gotham Asset Management, LLC24,938$1.74M0.01%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC24,800$1.73M<0.01%+19,90013F-HRTimeline
Carr Financial Group Corp24,729$1.73M0.57%-12213F-HRTimeline
Pallas Capital Advisors LLC24,688$1.72M0.07%-78913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.24,647$1.72M0.09%-1,00713F-HR/ATimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…25,088$1.7M0.69%013F-HRTimeline
Capital Planning Advisors, LLC24,345$1.7M0.26%+1513F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC24,249$1.69M0.01%-72113F-HRTimelineGroup
Global Strategic Investment Solutions, …24,214$1.69M0.2%-1813F-HRTimeline
Donor Advised Charitable Giving, Inc.24,122$1.68M0.05%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC24,059$1.68M0.09%+1,73513F-HRTimeline
Taylor & Morgan Wealth Management, LLC23,995$1.68M1.26%+62213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC23,875$1.67M0.04%+6,47813F-HRTimeline
VICUS CAPITAL23,549$1.64M0.15%+2,11213F-HRTimeline
Procyon Advisors, LLC23,462$1.64M0.1%013F-HRTimeline
Snowden Capital Advisors LLC23,337$1.63M0.05%+7013F-HRTimeline
High Probability Advisors, LLC23,196$1.62M0.27%+88113F-HRTimeline
BRIGHTON JONES LLC22,915$1.6M0.05%+1,64913F-HRTimeline
Asset Dedication, LLC22,876$1.6M0.13%-9,95513F-HRTimeline
BLAIR WILLIAM & CO/IL22,843$1.59M<0.01%+1,69713F-HRTimeline
COZAD ASSET MANAGEMENT INC22,786$1.59M0.16%+19513F-HRTimeline
Cresset Asset Management, LLC22,429$1.57M0.01%-1,04213F-HRTimeline
Bond & Devick Financial Network, Inc.21,412$1.49M0.54%-1,74413F-HRTimeline
Lane & Associates LLC21,396$1.49M0.81%-2,24213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC21,201$1.48M0.31%+20013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,163$1.48M<0.01%+11,77413F-HRTimelineGroup
&PARTNERS20,987$1.47M0.02%+13,09713F-HRTimeline
Lakeridge Wealth Management LLC20,558$1.44M0.72%+2,78213F-HRTimeline
SAGE FINANCIAL GROUP INC20,529$1.43M0.12%013F-HRTimeline
TWO SIGMA SECURITIES, LLC20,373$1.42M0.22%new13F-HRTimeline
Avantax Planning Partners, Inc.20,270$1.42M0.05%-44513F-HRTimeline
Traveka Wealth, LLC20,053$1.4M0.78%+313F-HRTimeline
Alpha Wealth Funds, LLC19,884$1.39M1.51%-2,69913F-HRTimeline
Shared Vision Wealth Group LLC19,718$1.38M0.75%-1,69713F-HRTimeline
Valtrion Capital Management, LLC19,710$1.38M1.85%-1,19413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC19,056$1.33M0.01%+1,59813F-HRTimeline
B. Riley Wealth Advisors, Inc.19,035$1.33M0.04%-17913F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC18,822$1.31M0.28%+75713F-HRTimeline
Sanctuary Advisors, LLC18,640$1.3M0.01%-7,47513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…18,591$1.3M0.13%-4,35613F-HRTimelineGroup
Arista Wealth Management, LLC18,415$1.29M0.31%013F-HRTimeline
Clark Asset Management, LLC18,293$1.28M0.21%-89513F-HRTimeline
Note Advisors, LLC18,150$1.27M1.05%-1,53213F-HRTimeline
SEEDS INVESTOR LLC18,141$1.27M0.36%-9613F-HRTimeline
IFP Advisors, Inc18,109$1.26M0.04%-41813F-HRTimeline
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …17,906$1.25M0.01%-255,93213F-HRTimelineGroup
Certus Wealth Management, LLC16,828$1.24M0.84%+1,01613F-HRTimeline
Farther Finance Advisors, LLC17,751$1.24M0.03%+23513F-HRTimeline
Alliance Wealth Advisors, LLC17,782$1.24M0.73%-3,44913F-HRTimeline
GREENWOOD GEARHART LLC17,779$1.24M0.09%-8,16513F-HRTimeline
WealthShield Partners, LLC17,751$1.24M0.16%+54013F-HRTimeline
ETF Portfolio Partners, Inc.17,636$1.23M0.37%-7,92313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.17,471$1.22M0.36%+6,11113F-HRTimeline
Roundview Capital LLC17,278$1.21M0.09%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO17,275$1.21M0.02%+1,42613F-HRTimeline
BOYUM WEALTH ARCHITECTS LLC17,054$1.19M1.16%13F-HRTimeline
Cambridge Financial Group, LLC16,687$1.16M0.49%-1,30813F-HRTimeline
PROFFITT & GOODSON INC16,529$1.15M0.19%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC16,367$1.14M0.13%+1,85013F-HRTimeline
Glass Jacobson Investment Advisors llc17,219$1.14M0.37%013F-HRTimeline
IHT Wealth Management, LLC16,230$1.13M0.04%+5,30713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…16,229$1.13M0.1%+33713F-HRTimelineGroup
Canopy Partners, LLC16,185$1.13M0.44%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP16,015$1.12M<0.01%-8,53813F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…15,813$1.1M0.03%+29013F-HRTimelineGroup
Western Wealth Management, LLC15,611$1.09M0.07%-2,23613F-HRTimeline
Sandy Cove Advisors, LLC15,574$1.09M0.44%-1,14713F-HRTimeline
Fourth Dimension Wealth, LLC15,462$1.08M0.52%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC15,373$1.07M<0.01%+8,50013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…15,235$1.06M0.14%+1,99213F-HRTimeline
Courage Miller Partners, LLC15,784$1.06M0.36%-6813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/15,126$1.06M<0.01%+14713F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.15,121$1.05M1.13%-32413F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.14,413$1.01M0.15%-44313F-HRTimeline
Financial Alternatives, Inc14,407$1.01M0.72%013F-HRTimeline
J.W. COLE ADVISORS, INC.14,272$996K0.03%+9,55713F-HRTimeline
McIlrath & Eck, LLC14,105$985K0.12%-2,84813F-HRTimeline
Verisail Partners, LLC14,029$979K0.45%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA13,892$970K0.01%+13,44213F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV13,341$931K0.2%+17213F-HRTimeline
Broadview Financial Management, LLC13,220$923K0.69%-45013F-HRTimeline
Atlas Private Wealth Advisors13,080$913K0.13%-1,00013F-HRTimeline
Hilltop Partners LLC13,045$911K0.31%-2,49313F-HRTimeline
Crews Bank & Trust13,015$909K0.15%-16513F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…12,746$890K0.38%013F-HRTimeline