Skip to content
Disclosery

IXUS ISHARES TR

Follow

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
Columbia River Financial Group, LLC12,883$852K0.59%13F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…12,746$843K0.36%13F-HRTimeline
Gray Wealth Management Inc.12,730$842K0.32%+2,49513F-HRTimeline
SPC Financial, Inc.12,475$825K0.07%new13F-HRTimeline
MorganRosel Wealth Management, LLC12,414$821K0.27%013F-HRTimeline
Financial Advocates Investment Manageme…12,242$810K0.05%+62113F-HRTimeline
Breakwater Capital Group12,222$808K0.16%+1,77613F-HRTimeline
Capstone Wealth Management, LLC12,135$803K0.78%13F-HRTimeline
SWS Partners12,133$802K0.24%-45713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,118$802K<0.01%-4,97713F-HRTimelineGroup
PENNINGTON PARTNERS & CO., LLC12,115$801K0.4%13F-HRTimeline
BAILARD, INC.11,968$792K0.02%-3,22313F-HRTimeline
Aspen Wealth Management LLC11,940$790K0.23%+21013F-HRTimeline
Inman Jager Wealth Management, LLC11,910$788K0.61%13F-HRTimeline
JMG Financial Group, Ltd.11,788$780K0.03%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …11,700$774K0.01%013F-HRTimelineGroup
GRIES FINANCIAL LLC11,629$769K0.14%-1,19513F-HRTimeline
FSM Wealth Advisors, LLC11,347$753K0.18%-54913F-HRTimeline
Cape Investment Advisory, Inc.11,375$752K0.29%-98513F-HRTimeline
Spectrum Wealth Counsel, LLC11,362$751K0.09%+25013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.11,360$751K0.25%+8,31313F-HRTimeline
Park Place Capital Corp11,312$748K0.21%new13F-HRTimeline
LJI Wealth Management, LLC11,285$746K0.15%-1,77213F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT11,212$742K0.02%+5,15713F-HRTimeline
Snider Financial Group11,160$738K0.23%-23713F-HRTimeline
Horan Securities, Inc.11,051$731K0.28%+19413F-HRTimeline
Life Planning Partners, Inc11,029$729K0.67%+14013F-HR/ATimeline
IHT Wealth Management, LLC10,923$722K0.02%+3313F-HRTimeline
Twelve Points Wealth Management LLC10,875$719K0.21%+81113F-HRTimeline
Onyx Bridge Wealth Group LLC10,864$719K0.1%-51713F-HRTimeline
SAX WEALTH ADVISORS, LLC10,618$702K0.05%-213F-HRTimeline
Meridian Wealth Management, LLC10,460$692K0.03%-1,85313F-HRTimeline
Signal Advisors Wealth, LLC10,283$680K0.08%-2,36813F-HRTimeline
Wedmont Private Capital10,340$675K0.04%+10013F-HRTimeline
VERITY Wealth Advisors10,204$675K0.49%-9013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP10,190$674K<0.01%new13F-HRTimelineGroup
Financial Council, LLC10,152$671K0.35%013F-HRTimeline
MAYPORT, LLC10,015$662K0.2%013F-HRTimeline
RBF Capital, LLC10,000$661K0.03%013F-HRTimeline
Squire Investment Management Company, L…9,995$661K0.29%013F-HRTimeline
May Hill Capital, LLC9,933$657K0.25%13F-HRTimeline
Michels Family Financial, LLC9,798$648K0.59%13F-HRTimeline
Prospera Financial Services Inc9,778$647K0.02%-9,74913F-HRTimeline
Summit X, LLC9,782$647K0.14%+1013F-HRTimeline
Brady Martz Wealth Solutions, LLC9,868$646K0.16%13F-HRTimeline
DecisionMap Wealth Management, LLC9,641$638K0.51%13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC9,579$634K0.38%-2,38513F-HRTimeline
SOL Capital Management CO9,536$631K0.07%-70013F-HRTimeline
RFG Advisory, LLC9,492$628K0.02%-11913F-HRTimeline
Icon Wealth Advisors, LLC9,404$622K0.05%+96013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,389$621K<0.01%-10,69313F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources9,263$613K<0.01%-44513F-HRTimelineGroup
Vise Technologies, Inc.9,218$610K0.05%new13F-HRTimeline
Boston Standard Wealth Management, LLC9,197$608K0.12%-25013F-HRTimeline
Marshall Financial Group, LLC9,171$607K0.15%+3313F-HRTimeline
Hutchens & Kramer Investment Management…9,110$603K0.33%+7713F-HRTimeline
SIGNATUREFD, LLC9,098$602K0.01%+4,73013F-HRTimeline
CFS Investment Advisory Services, LLC9,083$601K0.05%+6113F-HRTimeline
Columbus Macro, LLC9,060$599K0.08%-85313F-HRTimeline
Factor Wealth Management LTD9,028$597K0.2%13F-HRTimeline
Ashton Thomas Private Wealth, LLC8,987$594K0.02%-1,19213F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…8,655$587K0.03%-26913F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,817$583K0.01%013F-HRTimelineGroup
Aspect Partners, LLC8,755$579K0.33%-3,64713F-HRTimeline
Summit Wealth Group, LLC8,726$577K0.17%+55913F-HRTimeline
True North Advisors, LLC8,675$574K0.14%013F-HRTimeline
Magnolia Private Wealth, LLC8,621$570K0.51%13F-HRTimeline
Rehmann Capital Advisory Group8,602$569K0.04%-2213F-HRTimeline
Integrity Wealth Solutions LLC8,570$567K0.32%+45713F-HRTimeline
AMERIFLEX GROUP, INC.8,210$562K0.26%13F-HRTimeline
Cherry Tree Wealth Management, LLC8,416$557K0.14%+113F-HRTimeline
Fermata Advisors, LLC8,398$555K0.1%-12713F-HRTimeline
Arete Wealth Advisors, LLC8,325$551K0.04%+4,29013F-HRTimeline
WEALTH EFFECTS LLC8,306$549K0.2%-3913F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC8,197$542K0.04%+58013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO8,175$541K0.09%+22513F-HRTimeline
Parallel Advisors, LLC8,048$532K0.01%+57813F-HRTimeline
Edge Capital Group, LLC8,041$532K0.03%013F-HRTimeline
JGP Wealth Management, LLC7,972$527K0.07%+2,36013F-HRTimeline
&PARTNERS7,890$523K0.01%+63513F-HRTimeline
PFG Investments, LLC7,806$516K0.03%+11513F-HRTimeline
Sigma Planning Corp7,762$513K0.02%-16813F-HRTimeline
Madison Park Capital Advisors, LLC7,691$509K0.41%+3,78813F-HRTimeline
TOWNSQUARE CAPITAL LLC7,652$506K0.01%-3,48613F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.7,624$504K0.03%-713F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK7,582$501K<0.01%+4213F-HRTimelineGroup
Blue Chip Partners, LLC7,577$501K0.04%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,575$501K0.01%013F-HRTimelineGroup
Sound Stewardship, LLC7,514$497K0.3%+313F-HRTimeline
AAF Wealth Management, LLC7,377$488K0.25%-8113F-HR/ATimeline
Investment Advisory Group, LLC7,366$487K0.16%+39913F-HRTimeline
Intelligence Driven Advisers, LLC7,355$486K0.09%-7313F-HRTimeline
Linscomb Wealth, Inc.7,340$485K0.02%-19013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC7,291$482K0.19%-2213F-HRTimeline
McGlone Suttner Wealth Management, Inc.7,279$481K0.08%-1,65013F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…7,269$481K0.48%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC7,239$479K0.18%-39013F-HRTimeline
TRUEFG, LLC7,216$477K0.16%+9013F-HRTimeline
Sara-Bay Financial7,215$477K0.18%+12313F-HRTimeline
Security Financial Services, INC.7,206$477K0.1%+1,67113F-HRTimeline
MAI Capital Management7,026$465K<0.01%-2,60413F-HRTimeline
WEDBUSH SECURITIES INC6,918$458K0.02%+2,70513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC6,873$455K<0.01%-1,35513F-HRTimelineGroup
Caprock Group, LLC6,824$451K0.01%+2,00213F-HRTimeline
KM Capital Management Ltd.6,747$446K0.23%+11913F-HRTimeline
Mayflower Financial Advisors, LLC6,672$441K0.07%+213F-HRTimeline
Everstar Asset Management, LLC6,644$439K0.31%-95013F-HRTimeline
Sovran Advisors, LLC6,654$435K0.06%13F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…6,195$428K0.16%+1,21413F-HRTimeline
Confluence Wealth Services, Inc.6,262$427K0.03%-4513F-HRTimeline
ELEVATUS WELATH MANAGEMENT6,423$425K0.15%new13F-HRTimeline
Joel Isaacson & Co., LLC6,409$424K0.02%+1,48213F-HRTimeline
JDH Wealth Management, LLC6,397$423K0.37%13F-HRTimeline
Spectrum Strategic Capital Management, …6,350$420K0.26%+37813F-HRTimeline
Sharper & Granite LLC6,344$420K0.18%-30813F-HRTimeline
ENZI WEALTH6,160$418K0.16%-8113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.6,260$414K0.03%new13F-HRTimelineGroup
JACOBSON & SCHMITT ADVISORS, LLC6,224$412K0.08%-71913F-HRTimeline
CAHILL FINANCIAL ADVISORS INC6,151$407K0.06%-2,22813F-HRTimeline
Hoxton Planning & Management, LLC6,136$406K0.16%+33513F-HRTimeline
RKL Wealth Management LLC6,083$402K0.04%new13F-HRTimeline
PRIVATE TRUST CO NA6,062$401K0.04%013F-HRTimeline
HOWE & RUSLING INC6,045$400K0.03%+60813F-HRTimeline
Aegis Wealth Management LLC6,000$397K0.27%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,936$393K0.02%+2,69813F-HRTimelineGroup
MEANS INVESTMENT CO., INC.5,935$393K0.04%+1813F-HRTimeline
Gateway Wealth Partners, LLC5,932$392K0.1%+1,49313F-HRTimeline
Willow Creek Wealth Management Inc.5,925$392K0.04%-24013F-HRTimeline
OPTIMA CAPITAL LLC5,921$392K0.27%13F-HRTimeline
Strategic Blueprint, LLC5,910$391K0.02%+75513F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.5,891$390K0.77%+26513F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …5,889$390K0.13%+44013F-HRTimeline
Maple Capital Management, Inc.5,793$383K0.03%+1,07513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC5,782$382K0.12%-81813F-HRTimeline
TPG Advisors LLC5,726$379K0.3%+25013F-HRTimeline
Centricity Wealth Management, LLC5,721$378K0.35%13F-HRTimeline
Almanack Investment Partners, LLC.5,711$378K0.06%-14813F-HRTimeline
Beacon Bank & Trust5,634$373K0.09%-87413F-HRTimeline
Westmount Partners, LLC5,622$372K0.11%+9913F-HRTimeline
Wise Wealth Partners5,497$364K0.9%13F-HRTimeline
GSG Advisors LLC5,483$363K0.11%+3013F-HRTimeline
Wealth Management Associates, Inc.5,452$361K0.15%-9613F-HRTimeline
WOLFF WIESE MAGANA LLC5,439$360K0.24%013F-HRTimeline
Beirne Wealth Consulting Services, LLC5,370$355K0.13%+19713F-HRTimeline
Arax Advisory Partners5,328$352K0.02%+62813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,360$350K0.08%-40413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC5,292$350K0.03%+1,09013F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,255$348K0.01%013F-HRTimelineGroup
UMB Bank, n.a.5,227$346K0.01%+19813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEALTH ALLIANCE, LLC5,182$343K0.04%-3,01713F-HRTimeline
Modern Wealth Management, LLC5,169$342K0.01%+20213F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC5,164$342K0.03%+18413F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.5,142$340K0.15%+8813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,073$336K0.01%+1013F-HRTimelineGroup
Aspiring Ventures, LLC5,000$334K0.21%13F-HRTimeline
PUREfi Wealth, LLC5,030$333K0.33%13F-HRTimeline
Moors & Cabot, Inc.5,016$332K0.02%-9613F-HRTimeline
ARS Investment Partners, LLC5,003$331K0.03%013F-HRTimeline
Tenon Financial LLC4,925$325K0.21%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC4,900$324K<0.01%new13F-HRTimeline
Rossby Financial, LCC4,892$324K0.21%13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,841$320K0.01%-89913F-HRTimelineGroup
Main Street Financial Solutions, LLC4,837$320K0.03%-61313F-HRTimeline
SIMA Wealth Partners, LLC4,793$317K0.27%+48213F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,790$317K0.02%new13F-HRTimelineGroup
Bison Wealth, LLC4,787$317K0.07%+5013F-HRTimeline
Strid Group, LLC4,716$312K0.05%013F-HRTimeline
J.W. COLE ADVISORS, INC.4,715$312K0.01%-69413F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,627$306K0.01%+6513F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,626$306K0.04%-12813F-HRTimelineGroup
MJP ASSOCIATES INC /ADV4,574$303K0.05%-413F-HRTimeline
Sage Mountain Advisors LLC4,514$299K0.02%013F-HRTimeline
BIP Wealth, LLC4,502$298K0.02%+34213F-HRTimeline
Tradewinds, LLC.4,230$294K0.08%+53013F-HRTimeline
Talisman Wealth Advisors LLC4,347$288K0.31%-1,86513F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,338$287K0.02%-60513F-HRTimeline
waypoint wealth counsel4,314$285K0.19%013F-HRTimeline
Regal Investment Advisors LLC4,292$284K0.02%-19213F-HRTimeline
Able Wealth Management LLC4,269$282K0.19%+7713F-HRTimeline
Mutual Advisors, LLC4,219$280K0.01%-94313F-HRTimeline
Beckerman Institutional, LLC4,167$276K0.22%+6313F-HRTimeline
Peninsula Wealth, LLC4,168$276K0.05%new13F-HRTimeline
Pine Valley Investments Ltd Liability Co4,135$274K0.02%+1,03013F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,135$273K0.01%+1513F-HRTimeline
Embree Financial Group4,112$272K0.05%+4413F-HRTimeline
Sovereign Financial Group, Inc.4,111$272K0.06%+97013F-HRTimeline
GDS Wealth Management4,102$271K0.02%+69013F-HRTimeline
High Falls Advisors, Inc4,078$270K0.06%-1913F-HRTimeline
Pure Financial Advisors, LLC4,054$268K0.01%+17613F-HRTimeline
CENTRAL TRUST Co4,045$268K0.01%013F-HRTimeline
Summit Investment Advisory Services, LLC4,026$266K0.14%013F-HRTimeline
DUNCKER STREETT & CO INC4,022$266K0.05%+4513F-HRTimeline
BIRCHBROOK, INC.3,987$264K0.15%013F-HRTimeline
RAM Investment Partners, LLC3,955$262K0.06%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC3,933$260K0.07%+6913F-HRTimeline
SYNOVUS FINANCIAL CORP3,927$260K<0.01%-31013F-HRTimeline
Advisors Capital Management, LLC3,924$260K<0.01%+31213F-HRTimeline
Joel Adams & Associates, Inc.3,921$259K0.24%13F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC3,863$255K0.15%-49013F-HRTimeline
Kaufman Rossin Wealth, LLC3,837$254K0.26%13F-HRTimeline