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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
Modera Wealth Management, LLC3,819$253K<0.01%+12713F-HRTimeline
Prepared Retirement Institute LLC3,757$248K0.14%013F-HRTimeline
M3 Advisory Group, LLC3,756$248K0.18%+3113F-HRTimeline
ROMANO BROTHERS AND COMPANY3,750$248K0.03%013F-HRTimeline
LOCKERMAN FINANCIAL GROUP, INC.3,746$248K0.42%-16013F-HRTimeline
Arkadios Wealth Advisors3,746$248K0.01%+1013F-HRTimeline
CVFG LLC3,734$247K0.23%13F-HRTimeline
Thrive Wealth Management, LLC3,721$246K0.04%+25513F-HRTimeline
Vanguard Personalized Indexing Manageme…in group VANGUARD GROUP INC3,717$246K<0.01%013F-HRTimelineGroup
Northeast Financial Consultants Inc3,713$246K0.01%+6513F-HRTimeline
Capital Advisors, Ltd. LLC3,698$245K0.03%013F-HRTimeline
Talon Private Wealth, LLC3,682$244K0.05%+5813F-HR/ATimeline
Keystone Financial Group3,626$240K0.02%+1713F-HRTimeline
Cooper Financial Group3,582$237K0.03%-1,52113F-HRTimeline
Perigon Wealth Management, LLC3,563$237K0.01%+2413F-HRTimeline
Private Capital Management, LLC3,571$236K0.03%+31713F-HRTimeline
Riverbend Wealth Management, LLC3,525$233K0.21%13F-HRTimeline
Bison Wealth, LLC3,523$233K0.03%13F-HRTimeline
Koshinski Asset Management, Inc.3,504$232K0.02%-78413F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,493$231K<0.01%new13F-HRTimelineGroup
Bravias Capital Group, LLC3,367$230K0.19%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,483$230K0.02%new13F-HRTimeline
NewEdge Wealth, LLC3,422$226K<0.01%-1213F-HRTimeline
Triad Wealth Partners, LLC3,368$223K0.08%new13F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,362$222K<0.01%013F-HRTimelineGroup
Seascape Capital Management3,355$222K0.08%-1813F-HRTimeline
SHUFRO ROSE & CO LLC3,350$222K0.02%-38013F-HRTimeline
RENASANT BANK3,342$221K0.14%new13F-HRTimeline
Advyzon Investment Management, LLC3,333$220K0.09%13F-HRTimeline
Trivium Point Advisory, LLC3,316$219K0.03%-3,66313F-HRTimeline
MBL Wealth, LLC3,311$219K0.02%+21213F-HRTimeline
Beacon Financial Advisory LLC3,309$219K0.07%+4013F-HRTimeline
Magnus Financial Group LLC3,280$217K0.02%+42913F-HRTimeline
Obermeyer Wealth Partners3,273$216K0.01%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,247$215K0.02%013F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,215$213K0.02%-5713F-HRTimeline
Beta Wealth Group, Inc.3,211$212K0.09%+5113F-HRTimeline
Lakeshore Financial Planning, Inc.3,206$212K0.09%013F-HRTimeline
Certified Advisory Corp3,180$210K0.02%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC3,179$210K0.27%+10713F-HRTimeline
American Financial Advisors, LLC3,174$210K0.03%+4613F-HRTimeline
Graypoint LLC3,140$208K0.01%013F-HRTimeline
Topel & Distasi Wealth Management, LLC3,134$207K0.09%013F-HRTimeline
Northwest Capital Management Inc3,120$206K0.09%+5313F-HRTimeline
Bleakley Financial Group, LLC3,103$205K0.01%-50213F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich2,786$203K<0.01%+19313F-HRTimeline
Rise Advisors, LLC3,072$203K0.1%-1,66613F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC3,071$203K0.08%013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV3,039$201K0.12%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC3,030$200K0.04%13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,978$197K0.01%+1,66213F-HRTimeline
EPG Wealth Management LLC2,931$194K0.05%+713F-HRTimeline
LEE DANNER & BASS INC2,900$192K0.02%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,763$183K0.08%+2713F-HRTimeline
Windsor Advisory Group, LLC2,584$171K0.2%new13F-HRTimeline
Legacy Bridge, LLC2,456$162K0.08%013F-HRTimeline
Transce3nd, LLC2,361$156K0.05%13F-HRTimeline
CoreFirst Bank & Trust2,284$151K0.09%+2,03413F-HRTimeline
DT Investment Partners, LLC2,283$151K0.01%-23,60013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,132$141K<0.01%+24013F-HRTimelineGroup
Global Trust Asset Management, LLC1,990$132K0.05%013F-HRTimeline
Park Square Financial Group, LLC1,934$128K0.09%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,933$128K<0.01%013F-HRTimelineGroup
Tacita Capital Inc1,919$127K0.09%013F-HRTimeline
Stonebridge Financial Group, LLC1,887$125K0.01%13F-HRTimeline
TD Waterhouse Canada Inc.1,781$118K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,770$117K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,751$116K<0.01%-1613F-HRTimeline
Raleigh Capital Management Inc.1,549$102K0.04%+24213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,401$96.6K-456Timeline
Addison Advisors LLC1,393$92.1K0.03%013F-HRTimeline
ESL Trust Services, LLC1,370$90.6K0.02%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,354$89.5K0.08%13F-HRTimeline
CoreCap Advisors, LLC1,350$89.3K<0.01%-2213F-HRTimeline
Delos Wealth Advisors, LLC1,349$89.2K0.07%+5513F-HRTimeline
REAP Financial Group, LLC1,331$88K0.02%-4213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,285$85.3K<0.01%+5613F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,233$84K<0.01%013F-HRTimeline
West Branch Capital LLC1,253$82.9K0.03%+2213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,242$82.1K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,230$81.3K0.03%+613F-HRTimeline
Sachetta, LLC1,224$81K0.03%+43613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,202$79.5K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,072$70.9K<0.01%+413F-HRTimeline
Main Street Group, LTD1,024$67.7K0.03%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC991$65.5K<0.01%new13F-HRTimeline
Breakwater Investment Management910$60.2K0.03%013F-HR/ATimeline
Pineridge Advisors LLC838$55.4K0.02%+1513F-HRTimeline
Capital Investment Advisory Services, L…822$54.4K0.01%013F-HRTimeline
MCF Advisors LLC820$54.2K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC1,025$53.5K0.05%+30013F-HRTimeline
Holos Integrated Wealth LLC800$52.9K0.04%13F-HRTimeline
FAS Wealth Partners, Inc.780$51.6K<0.01%-32313F-HRTimeline
Nemes Rush Group LLC775$51.3K0.01%+74613F-HRTimeline
Bank of New Hampshire651$43.1K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.640$42.3K0.01%013F-HR/ATimeline
Heritage Wealth Advisors623$41.2K<0.01%-24913F-HRTimeline
Biltmore Family Office, LLC603$39.9K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.600$39.7K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.600$39.7K<0.01%013F-HRTimeline
TSFG, LLC594$39K0.01%+1013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP573$37.9K<0.01%new13F-HRTimelineGroup
Financial Life Planners559$37K0.03%13F-HRTimeline
Ethos Financial Group, LLC558$36.9K<0.01%new13F-HRTimeline
Stephens Consulting, LLC555$36.7K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC531$35K0.01%-5913F-HRTimeline
Mascoma Wealth Management LLC510$33.7K0.01%013F-HRTimeline
Larson Financial Group LLC509$33.7K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC500$33.1K0.02%13F-HRTimeline
Abound Wealth Management466$30.8K0.01%+32213F-HRTimeline
CVA Family Office, LLC457$30.2K<0.01%+37613F-HRTimeline
Householder Group Estate & Retirement S…457$30K0.02%-1,22213F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA450$29.8K<0.01%013F-HRTimelineGroup
YANKCOM Partnership449$29.7K0.02%13F-HRTimeline
IAG Wealth Partners, LLC436$28.8K0.01%013F-HRTimeline
Avion Wealth426$28K0.01%013F-HRTimeline
Canton Hathaway, LLC389$26K0.01%013F-HRTimeline
Clarity Asset Management, Inc.392$26K0.02%+813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC390$25.8K<0.01%new13F-HR/ATimeline
Retirement Wealth Solutions LLC383$25K0.02%13F-HRTimeline
Lowe Wealth Advisors, LLC368$24.3K0.01%+28313F-HRTimeline
Human Investing LLC366$24.2K<0.01%new13F-HRTimeline
Synergy Investment Management, LLC360$23.8K0.01%13F-HRTimeline
MidAtlantic Capital Management, Inc.353$23.3K0.02%013F-HRTimeline
Capital Investment Counsel, Inc341$22.6K<0.01%new13F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC339$22.4K<0.01%+613F-HRTimeline
Founders Financial Alliance, LLC324$21.4K0.01%013F-HRTimeline
NorthRock Partners, LLC285$18.9K<0.01%013F-HR/ATimeline
Bogart Wealth, LLC276$18.3K<0.01%013F-HRTimeline
Evergreen Private Wealth LLC267$17.7K0.01%-3613F-HRTimeline
Golden State Wealth Management, LLC266$17.6K<0.01%13F-HRTimeline
Bristlecone Advisors, LLC261$17.3K<0.01%new13F-HRTimeline
VSM Wealth Advisory, LLC245$16.2K0.01%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/230$15.2K<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS217$14.4K<0.01%new13F-HRTimelineGroup
Financial Perspectives, Inc212$14K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC210$13.9K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC208$13.8K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.178$11.8K0.01%13F-HRTimeline
WFA Asset Management Corp169$11.2K0.01%new13F-HRTimeline
Financial Freedom, LLC168$11.1K0.01%+313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…166$11K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates152$10K<0.01%+513F-HRTimeline
CNB Bank145$9.59K<0.01%013F-HRTimeline
Key Financial Inc140$9.26K<0.01%013F-HRTimeline
Millstone Evans Group, LLC138$9.13K0.01%13F-HRTimeline
AllSquare Wealth Management LLC134$8.86K0.01%013F-HRTimeline
Fortitude Family Office, LLC132$8.74K<0.01%+213F-HRTimeline
Sugarloaf Wealth Management, LLC123$8.13K<0.01%+213F-HRTimeline
Parkside Financial Bank & Trust122$8.1K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC119$7.87K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC116$7.67K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV111$7.34K<0.01%-44313F-HRTimeline
Copia Wealth Management109$7.21K0.01%13F-HRTimeline
Decker Retirement Planning Inc.105$6.95K<0.01%13F-HRTimeline
Vermillion & White Wealth Management Gr…96$6.35K<0.01%013F-HRTimeline
WHITTIER TRUST CO93$6.15K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners100$6K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC96$6K<0.01%new13F-HRTimelineGroup
PSI Advisors, LLC85$5.56K<0.01%+213F-HRTimeline
Princeton Global Asset Management LLC83$5.49K<0.01%+113F-HRTimeline
WEST PACES ADVISORS INC.81$5.38K<0.01%+113F-HRTimeline
Laurel Wealth Advisors LLC82$5.36K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC75$4.96K<0.01%new13F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC66$4.37K<0.01%new13F-HRTimelineGroup
Richard W. Paul & Associates, LLC63$4.17K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.55$3.64K<0.01%13F-HRTimeline
Archer Investment Corp50$3.33K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC49$3.21K<0.01%-8013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC48$3.17K<0.01%013F-HRTimeline
Sound Income Strategies, LLC46$3.04K<0.01%013F-HRTimeline
HighMark Wealth Management LLC46$3.04K<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA39$2.58K<0.01%new13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.38$2.51K<0.01%013F-HRTimeline
Crewe Advisors LLC18$1.2K<0.01%013F-HRTimeline
Wiser Advisor Group LLC18$1.18K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC18$1.17K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC16$1.06K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16$1.06K<0.01%-52713F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.14$926<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC11$728<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC9$618<0.01%013F-HRTimeline
Blue Trust, Inc.3$168<0.01%-4513F-HR/ATimeline