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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
Cape Investment Advisory, Inc.12,676$885K0.35%+1,30113F-HRTimeline
Columbia River Financial Group, LLC12,615$880K0.59%-26813F-HRTimeline
Life Planning Partners, Inc12,547$876K0.79%+1,51813F-HRTimeline
Clearstead Advisors, LLC12,359$863K0.01%-62013F-HRTimeline
SC&H Financial Advisors, Inc.12,220$853K0.17%-1,00313F-HRTimeline
Capstone Wealth Management, LLC12,135$847K0.84%013F-HRTimeline
PENNINGTON PARTNERS & CO., LLC12,115$846K0.48%013F-HRTimeline
Inman Jager Wealth Management, LLC12,095$844K0.63%+18513F-HRTimeline
LJI Wealth Management, LLC12,020$839K0.17%+73513F-HRTimeline
Breakwater Capital Group12,017$839K0.15%-20513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,968$836K<0.01%-15013F-HRTimelineGroup
Aspen Wealth Management LLC11,940$834K0.24%013F-HRTimeline
TAGStone Capital, Inc.11,856$828K0.41%-2,49713F-HRTimeline
MorganRosel Wealth Management, LLC11,845$827K0.25%-56913F-HRTimeline
JMG Financial Group, Ltd.11,788$823K0.03%013F-HRTimeline
Spectrum Wealth Counsel, LLC11,759$821K0.1%+39713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …11,700$817K0.01%013F-HRTimelineGroup
GRIES FINANCIAL LLC11,629$812K0.16%013F-HRTimeline
SWS Partners11,576$808K0.27%-55713F-HR/ATimeline
BAILARD, INC.11,325$791K0.02%-64313F-HRTimeline
MAI Capital Management11,084$774K0.01%+4,05813F-HRTimeline
Strategic Investment Solutions, Inc. /IL11,025$770K0.22%-31,91113F-HRTimeline
Horan Securities, Inc.11,001$768K0.29%-5013F-HRTimeline
May Hill Capital, LLC10,908$761K0.29%+97513F-HRTimeline
Factor Wealth Management LTD10,845$757K0.23%+1,81713F-HRTimeline
Meridian Wealth Management, LLC10,841$757K0.04%+38113F-HRTimeline
Twelve Points Wealth Management LLC10,785$753K0.2%-9013F-HRTimeline
RFG Advisory, LLC10,728$749K0.02%+1,23613F-HRTimeline
SAX WEALTH ADVISORS, LLC10,618$741K0.05%013F-HRTimeline
Snider Financial Group10,385$725K0.24%-77513F-HRTimeline
Icon Wealth Advisors, LLC10,348$722K0.06%+94413F-HRTimeline
Financial Council, LLC10,152$709K0.38%013F-HRTimeline
FSM Wealth Advisors, LLC10,152$709K0.16%-1,19513F-HRTimeline
DecisionMap Wealth Management, LLC10,074$703K0.53%+43313F-HRTimeline
MAYPORT, LLC10,015$699K0.19%013F-HRTimeline
RBF Capital, LLC10,000$698K0.04%013F-HRTimeline
Squire Investment Management Company, L…9,995$698K0.29%013F-HRTimeline
Wedmont Private Capital10,340$698K0.04%013F-HRTimeline
Arkadios Wealth Advisors9,935$694K0.03%+6,18913F-HRTimeline
Summit X, LLC9,933$693K0.15%+15113F-HRTimeline
Canandaigua National Trust Co of Florida9,921$693K0.61%-23,77813F-HRTimeline
Brady Martz Wealth Solutions, LLC9,868$689K0.16%013F-HRTimeline
Michels Family Financial, LLC9,798$684K0.62%013F-HRTimeline
CFS Investment Advisory Services, LLC9,752$681K0.06%+66913F-HRTimeline
GSG Advisors LLC10,164$681K0.22%+4,68113F-HRTimeline
VERITY Wealth Advisors9,734$680K0.5%-47013F-HRTimeline
Signal Advisors Wealth, LLC9,234$645K0.06%-1,04913F-HRTimeline
Prospera Financial Services Inc9,164$640K0.01%-61413F-HRTimeline
Boston Standard Wealth Management, LLC9,447$638K0.14%+25013F-HRTimeline
KOM Wealth Management Group, LLC8,988$627K0.55%-4,95613F-HRTimeline
Hutchens & Kramer Investment Management…8,977$627K0.34%-13313F-HRTimeline
Marshall Financial Group, LLC8,869$619K0.14%-30213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.8,817$615K0.02%013F-HRTimelineGroup
Integrity Wealth Solutions LLC8,748$611K0.33%+17813F-HRTimeline
Columbus Macro, LLC8,673$605K0.08%-38713F-HRTimeline
Capital Wealth Alliance, LLC8,557$597K0.36%-5,23813F-HRTimeline
Essential Planning, LLC.8,539$596K0.24%-664,86113F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC8,530$595K0.34%-1,04913F-HRTimeline
Fermata Advisors, LLC8,511$594K0.11%+11313F-HRTimeline
Rehmann Capital Advisory Group8,509$594K0.04%-9313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT8,509$594K0.02%-2,70313F-HRTimeline
Carlton Hofferkamp & Jenks Wealth Manag…8,698$594K0.25%+2,50313F-HRTimeline
Cherry Tree Wealth Management, LLC8,416$588K0.14%013F-HRTimeline
Venturi Wealth Management, LLC8,362$584K0.03%new13F-HRTimeline
Maple Capital Management, Inc.8,329$581K0.04%+2,53613F-HRTimeline
AMERIFLEX GROUP, INC.8,315$580K0.24%+10513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,303$580K0.04%+2,04313F-HRTimelineGroup
GUARDIAN WEALTH ADVISORS, LLC / NC8,202$573K0.05%+513F-HRTimeline
Aspect Partners, LLC8,099$565K0.32%-65613F-HRTimeline
SCS Capital Management LLC8,041$561K0.01%new13F-HR/ATimeline
WEALTH EFFECTS LLC7,990$558K0.23%-31613F-HRTimeline
JGP Wealth Management, LLC7,961$556K0.07%-1113F-HRTimeline
PFG Investments, LLC7,806$545K0.03%013F-HRTimeline
Advyzon Investment Management, LLC7,775$543K0.19%+4,44213F-HRTimeline
Sara-Bay Financial7,686$540K0.24%+47113F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.7,624$532K0.04%013F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK7,582$529K<0.01%013F-HRTimelineGroup
Arete Wealth Advisors, LLC7,583$529K0.04%-74213F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,575$529K0.01%013F-HRTimelineGroup
SOL Capital Management CO7,538$526K0.06%-1,99813F-HRTimeline
RKL Wealth Management LLC7,515$525K0.05%+1,43213F-HRTimeline
Investment Advisory Group, LLC7,466$521K0.17%+10013F-HRTimeline
Sigma Planning Corp7,426$518K0.02%-33613F-HRTimeline
Linscomb Wealth, Inc.7,414$518K0.03%+7413F-HRTimeline
Summit Wealth Group, LLC7,386$516K0.15%-1,34013F-HRTimeline
Madison Park Capital Advisors, LLC7,354$513K0.45%-33713F-HRTimeline
SilverOak Wealth Management LLC7,345$513K0.11%new13F-HRTimeline
WATERSHED PRIVATE WEALTH LLC7,329$512K0.2%+3813F-HRTimeline
TOWNSQUARE CAPITAL LLC7,319$511K0.01%-33313F-HRTimeline
Sound Stewardship, LLC7,299$510K0.29%-21513F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…7,269$507K0.45%013F-HRTimeline
HRT FINANCIAL LP7,266$507K<0.01%new13F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC7,239$505K0.2%013F-HRTimeline
MITCHELL CAPITAL MANAGEMENT CO7,190$502K0.1%-98513F-HRTimeline
TRUEFG, LLC7,145$499K0.16%-7113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC7,062$493K0.07%+91113F-HRTimeline
ELEVATUS WELATH MANAGEMENT7,050$492K0.28%+62713F-HRTimeline
Mayflower Financial Advisors, LLC6,934$484K0.07%+26213F-HRTimeline
Centricity Wealth Management, LLC6,907$482K0.44%+1,18613F-HRTimeline
Hoxton Planning & Management, LLC6,806$475K0.18%+67013F-HRTimeline
PRIVATE TRUST CO NA6,735$470K0.05%+67313F-HRTimeline
Sovran Advisors, LLC6,654$459K0.06%013F-HRTimeline
Spectrum Strategic Capital Management, …6,520$455K0.29%+17013F-HRTimeline
AAF Wealth Management, LLC6,503$454K0.25%-87413F-HRTimeline
Gateway Wealth Partners, LLC6,432$449K0.1%+50013F-HRTimeline
JDH Wealth Management, LLC6,397$447K0.38%013F-HRTimeline
Everstar Asset Management, LLC6,344$443K0.29%-30013F-HR/ATimeline
Security Financial Services, INC.6,335$442K0.09%-87113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,230$435K<0.01%-3,03313F-HRTimelineGroup
Caprock Group, LLC6,209$433K0.01%-61513F-HRTimeline
Sowell Financial Services LLC6,196$433K0.02%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,179$431K0.02%new13F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.6,160$430K0.17%+1,01813F-HRTimeline
Joel Isaacson & Co., LLC6,110$427K0.02%-29913F-HRTimeline
Sharper & Granite LLC6,036$421K0.17%-30813F-HRTimeline
Arax Advisory Partners6,010$420K0.03%+68213F-HRTimeline
Aegis Wealth Management LLC6,000$419K0.25%013F-HRTimeline
Ashton Thomas Private Wealth, LLC5,977$417K0.02%-3,01013F-HRTimeline
Pine Valley Investments Ltd Liability Co5,964$416K0.03%+1,82913F-HRTimeline
Intelligence Driven Advisers, LLC5,944$415K0.08%-1,41113F-HRTimeline
Willow Creek Wealth Management Inc.5,925$414K0.04%013F-HRTimeline
Confluence Wealth Services, Inc.5,802$407K0.03%-46013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …5,777$403K0.14%-11213F-HRTimeline
Csenge Advisory Group5,819$401K0.02%-8,00413F-HRTimeline
SIGNATUREFD, LLC5,708$398K0.01%-3,39013F-HRTimeline
CONTINENTAL INVESTORS SERVICES, INC.5,688$397K0.79%-20313F-HRTimeline
Y-Intercept (Hong Kong) Ltd5,631$393K0.03%new13F-HRTimeline
Westmount Partners, LLC5,622$392K0.12%013F-HRTimeline
Parallel Advisors, LLC5,617$392K0.01%-2,43113F-HRTimeline
TPG Advisors LLC5,613$392K0.31%-11313F-HRTimeline
Wise Wealth Partners5,544$387K0.92%+4713F-HRTimeline
Modern Wealth Management, LLC5,491$383K0.01%+32213F-HR/ATimeline
HOWE & RUSLING INC5,464$381K0.03%-58113F-HRTimeline
Wealth Management Associates, Inc.5,452$381K0.16%013F-HRTimeline
WOLFF WIESE MAGANA LLC5,439$380K0.26%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC5,400$377K0.04%+23613F-HRTimeline
Benchmark Financial Wealth Advisors, LLC5,375$375K0.14%-40713F-HRTimeline
U.S. Capital Wealth Advisors, LLC5,362$374K0.01%+73513F-HRTimeline
WEALTH ALLIANCE, LLC5,297$370K0.04%+11513F-HRTimeline
Marex Group Ltdin group Marex Group Ltd5,255$367K0.01%013F-HRTimelineGroup
Aspiring Ventures, LLC5,000$365K0.21%013F-HRTimeline
UMB Bank, n.a.5,227$365K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Beirne Wealth Consulting Services, LLC5,206$364K0.13%-16413F-HRTimeline
Bison Wealth, LLC4,987$359K0.03%+1,46413F-HRTimeline
Savvy Advisors, Inc.5,059$353K0.04%new13F-HRTimeline
ROMANO BROTHERS AND COMPANY5,050$353K0.05%+1,30013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,361$352K0.08%+113F-HRTimeline
Moors & Cabot, Inc.5,044$352K0.02%+2813F-HRTimeline
PUREfi Wealth, LLC5,034$351K0.35%+413F-HRTimeline
Pinnacle Wealth Management Group, Inc.4,972$347K0.24%-66,00413F-HRTimeline
WEDBUSH SECURITIES INC4,946$345K0.01%-1,97213F-HRTimeline
Tenon Financial LLC4,925$344K0.21%013F-HRTimeline
Beacon Bank & Trust4,906$342K0.08%-72813F-HRTimeline
KM Capital Management Ltd.4,877$340K0.18%-1,87013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,018$340K0.01%-5513F-HRTimelineGroup
Main Street Financial Solutions, LLC4,837$338K0.03%013F-HRTimeline
Planning Center, Inc.4,822$337K0.04%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,796$335K0.03%-49613F-HR/ATimeline
Cushing Capital Partners, LLC4,779$334K0.3%new13F-HRTimeline
Koshinski Asset Management, Inc.4,744$331K0.03%+1,24013F-HRTimeline
ARS Investment Partners, LLC5,000$331K0.03%-313F-HRTimeline
Strid Group, LLC4,716$329K0.05%013F-HRTimeline
Maia Wealth LLC4,761$325K0.07%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,649$325K0.03%+1,16613F-HRTimeline
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp4,626$323K0.02%-16413F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC4,624$323K0.04%-213F-HRTimelineGroup
Regal Investment Advisors LLC4,604$321K0.03%+31213F-HRTimeline
MJP ASSOCIATES INC /ADV4,572$319K0.06%-213F-HRTimeline
Embree Financial Group4,542$317K0.05%+43013F-HRTimeline
Sage Mountain Advisors LLC4,514$315K0.02%013F-HRTimeline
BIP Wealth, LLC4,502$314K0.02%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…4,491$314K0.01%-35013F-HRTimelineGroup
SIMA Wealth Partners, LLC4,462$311K0.26%-33113F-HRTimeline
True North Advisors, LLC4,437$310K0.05%-4,23813F-HRTimeline
McGlone Suttner Wealth Management, Inc.4,391$307K0.05%-2,88813F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI4,366$305K0.02%+2813F-HRTimeline
waypoint wealth counsel4,314$301K0.19%013F-HRTimeline
Triad Wealth Partners, LLC4,298$300K0.09%+93013F-HRTimeline
ENZI WEALTH4,190$298K0.12%-1,97013F-HRTimeline
Able Wealth Management LLC4,269$298K0.18%013F-HRTimeline
Beckerman Institutional, LLC4,264$298K0.22%+9713F-HRTimeline
Private Capital Management, LLC4,253$297K0.03%+68213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,237$296K<0.01%+74413F-HRTimelineGroup
Sovereign Financial Group, Inc.4,236$296K0.07%+12513F-HRTimeline
Tradewinds, LLC.4,230$295K0.08%013F-HRTimeline
Ballentine Partners, LLC4,218$294K0.01%new13F-HRTimeline
DAVIDSON INVESTMENT ADVISORS4,123$288K0.01%-1213F-HRTimeline
Ally Invest Advisors Inc.4,086$285K0.02%new13F-HRTimeline
GDS Wealth Management4,062$284K0.02%-4013F-HRTimeline
Rossby Financial, LCC3,970$283K0.12%-92213F-HRTimeline
Summit Investment Advisory Services, LLC4,026$281K0.14%013F-HRTimeline
DUNCKER STREETT & CO INC4,022$281K0.06%013F-HRTimeline
BARRETT & COMPANY, INC.4,005$280K0.12%+2,77513F-HRTimeline
BIRCHBROOK, INC.3,987$278K0.16%013F-HRTimeline
RAM Investment Partners, LLC3,955$276K0.07%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC3,933$275K0.07%013F-HRTimeline
PFG Advisors3,926$274K0.02%-25,39513F-HRTimeline
Modera Wealth Management, LLC3,924$274K<0.01%+10513F-HRTimeline
Kaufman Rossin Wealth, LLC3,837$268K0.19%013F-HRTimeline
CENTRAL TRUST Co3,785$264K0.01%-26013F-HRTimeline