Skip to content

IXUS ISHARES TR

Follow

COM (fund)

836 managers (845 13F filers) reported a position in IXUS shares at 2025-06-30, 528,120,023 shares in all. 85 filers opened a position and 40 filers sold out during the quarter.

Managers
836
13F filers
845
New
85
Added
337
Reduced
265
Sold out
40
Shares held by filers
528,120,023

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Private Capital Management, LLC4,379$339K0.03%+12613F-HRTimeline
B. Riley Wealth Advisors, Inc.4,352$336K0.02%-14,68313F-HRTimeline
Able Wealth Management LLC4,336$335K0.17%+6713F-HRTimeline
waypoint wealth counsel4,314$334K0.17%013F-HRTimeline
Belpointe Asset Management LLC4,306$333K0.01%new13F-HRTimeline
Regal Investment Advisors LLC4,296$332K0.02%-30813F-HRTimeline
MJP ASSOCIATES INC /ADV4,255$329K0.05%-31713F-HRTimeline
Ballentine Partners, LLC4,252$329K<0.01%+3413F-HRTimeline
Sage Mountain Advisors LLC4,249$328K0.02%-26513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,223$326K<0.01%-1413F-HRTimelineGroup
M3 Advisory Group, LLC4,222$326K0.23%+46613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,217$326K0.01%+4,19013F-HRTimelineGroup
ENZI WEALTH4,190$324K0.12%013F-HRTimeline
BIP Wealth, LLC4,181$323K0.02%-32113F-HRTimeline
Riverbend Wealth Management, LLC4,160$322K0.24%+63313F-HRTimeline
Modera Wealth Management, LLC4,155$321K<0.01%+23113F-HRTimeline
DMC Group, LLC4,148$321K0.25%new13F-HRTimeline
SIMA Wealth Partners, LLC4,144$320K0.26%-31813F-HRTimeline
SYNOVUS FINANCIAL CORP4,135$320K<0.01%+66013F-HRTimeline
Beckerman Institutional, LLC4,113$318K0.21%-15113F-HRTimeline
DUNCKER STREETT & CO INC4,061$314K0.06%+3913F-HRTimeline
GDS Wealth Management4,055$313K0.02%-713F-HRTimeline
Foundations Investment Advisors, LLC4,052$313K<0.01%new13F-HRTimeline
Financial Architects, LLC4,035$312K0.19%new13F-HRTimeline
Rossby Financial, LCC4,030$312K0.12%+6013F-HRTimeline
MBL Wealth, LLC4,006$310K0.03%+27913F-HRTimeline
Tactive Advisors, LLC4,003$309K0.1%13F-HRTimeline
Roof Eidam Maycock Peralta, LLC3,995$309K0.08%+6213F-HRTimeline
BIRCHBROOK, INC.3,987$308K0.17%013F-HRTimeline
Wealthquest Corp3,970$307K0.02%new13F-HRTimeline
RAM Investment Partners, LLC3,955$306K0.06%013F-HRTimeline
Summit Investment Advisory Services, LLC3,948$305K0.13%-7813F-HR/ATimeline
Pure Financial Advisors, LLC3,867$299K0.01%+32613F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC3,844$297K0.1%new13F-HRTimeline
Kaufman Rossin Wealth, LLC3,837$297K0.19%013F-HRTimeline
Thrive Wealth Management, LLC3,824$296K0.05%+15213F-HRTimeline
KWB Wealth4,194$293K0.04%+1,08013F-HRTimeline
CENTRAL TRUST Co3,785$293K0.01%013F-HRTimeline
Northeast Financial Consultants Inc3,713$287K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC3,698$286K0.04%013F-HRTimeline
Keystone Financial Group3,640$281K0.03%+7013F-HRTimeline
Advisors Capital Management, LLC3,637$281K<0.01%013F-HRTimeline
CVFG LLC3,619$280K0.22%+8513F-HRTimeline
Perigon Wealth Management, LLC3,585$277K0.01%+2213F-HRTimeline
KDT Advisors, LLC3,570$276K0.45%013F-HRTimeline
ForthRight Wealth Management, LLC3,566$276K0.09%+61013F-HRTimeline
LIBRA WEALTH LLC3,485$269K0.09%013F-HRTimeline
Vertex Planning Partners, LLC3,481$269K0.06%+56113F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…3,465$268K0.02%013F-HRTimeline
Total Clarity Wealth Management, Inc.3,403$263K0.08%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT3,377$261K0.03%new13F-HRTimeline
Bravias Capital Group, LLC3,367$260K0.19%013F-HRTimeline
Seascape Capital Management3,355$259K0.08%013F-HRTimeline
Obermeyer Wealth Partners3,313$256K0.01%+2413F-HRTimeline
Beacon Financial Advisory LLC3,309$256K0.07%013F-HRTimeline
American Financial Advisors, LLC3,244$251K0.04%+2913F-HRTimeline
Magnus Financial Group LLC3,243$251K0.02%-7313F-HRTimeline
Lakeshore Financial Planning, Inc.3,206$248K0.1%013F-HRTimeline
Medallion Wealth Advisors, LLC3,196$247K0.1%+2,35513F-HRTimeline
Certified Advisory Corp3,180$246K0.03%013F-HRTimeline
FSA Advisors, Inc.3,157$244K0.2%new13F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,141$243K0.02%013F-HRTimelineGroup
Graypoint LLC3,140$243K0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,128$242K0.01%new13F-HRTimeline
Camarda Financial Advisors, LLC3,125$242K0.1%+8013F-HRTimeline
High Falls Advisors, Inc3,115$241K0.05%-1313F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV3,094$240K0.12%+5513F-HRTimeline
Northwest Capital Management Inc3,103$240K0.13%-1713F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA3,096$239K<0.01%-8413F-HRTimelineGroup
NewEdge Wealth, LLC3,032$238K<0.01%-4313F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC3,063$237K0.09%-813F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC3,053$236K0.3%-2213F-HRTimeline
First Heartland Consultants, Inc.3,033$234K0.02%013F-HRTimeline
Clare Market Investments LLC3,030$234K0.05%new13F-HRTimeline
Williams Jones Wealth Management, LLC.3,015$233K<0.01%new13F-HRTimeline
SHUFRO ROSE & CO LLC3,330$232K0.02%013F-HRTimeline
Cooper Financial Group3,006$232K0.03%-28313F-HRTimeline
Liberty Capital Management, Inc.2,993$231K0.05%new13F-HRTimeline
MEANS INVESTMENT CO., INC.2,973$230K0.02%-74313F-HRTimeline
CALTON & ASSOCIATES, INC.2,954$228K0.04%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC2,945$228K0.16%013F-HRTimeline
Quantinno Capital Management LP2,942$227K<0.01%new13F-HRTimeline
EPG Wealth Management LLC2,938$227K0.07%+713F-HRTimeline
Prepared Retirement Institute LLC2,921$226K0.13%013F-HRTimeline
Good Life Advisors, LLC2,900$224K0.01%-7413F-HRTimeline
LEE DANNER & BASS INC2,900$224K0.02%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding2,887$223K-38Timeline
Capital Group Private Client Services, …in group CAPITAL GROUP INVESTMENT MANA…2,881$223K<0.01%013F-HRTimelineGroup
Talon Private Wealth, LLC2,875$222K0.03%-413F-HRTimeline
Red Mountain Financial, LLC2,858$221K0.25%new13F-HR/ATimeline
AssuredPartners Investment Advisors, LLC2,848$220K0.05%-46013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,786$215K0.09%+2313F-HRTimeline
Colorado Capital Management, Inc.2,769$214K0.09%new13F-HRTimeline
Bedel Financial Consulting, Inc.2,767$214K0.03%new13F-HRTimeline
Talisman Wealth Advisors LLC2,738$212K0.19%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,718$210K<0.01%+1,92013F-HRTimelineGroup
Helium Advisors LLC2,718$210K0.13%new13F-HRTimeline
TFB Advisors LLC2,705$209K0.05%-20613F-HRTimeline
Klaas Financial Asset Advisors, LLC2,704$209K0.03%new13F-HRTimeline
CORNERSTONE ADVISORS ASSET MANAGEMENT, …2,698$209K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.2,669$206K0.01%+40713F-HRTimeline
CORA CAPITAL ADVISORS LLC2,632$203K0.09%new13F-HRTimeline
Valeo Financial Advisors, LLC2,632$203K0.01%new13F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,525$195K0.01%-16113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2,482$192K<0.01%-7913F-HRTimelineGroup
Legacy Bridge, LLC2,456$190K0.09%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,382$184K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC2,289$177K0.01%+1,90913F-HRTimeline
CoreFirst Bank & Trust2,284$177K0.1%new13F-HRTimeline
DT Investment Partners, LLC2,283$176K0.02%013F-HRTimeline
TFC Financial Management, Inc.2,222$172K0.02%new13F-HRTimeline
LANARK FINANCIAL, INC.2,090$161K0.01%+1,87013F-HRTimeline
Tacita Capital Inc1,919$148K0.1%013F-HRTimeline
WFA of San Diego, LLC1,833$142K0.1%13F-HRTimeline
Wilmington Savings Fund Society, FSB1,830$141K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,781$138K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,765$136K0.02%-513F-HRTimeline
Transce3nd, LLC1,622$125K0.05%+25713F-HRTimeline
First Horizon Advisors, Inc.1,452$112K<0.01%new13F-HRTimeline
Addison Advisors LLC1,393$108K0.03%013F-HRTimeline
Delos Wealth Advisors, LLC1,386$107K0.08%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,375$106K0.08%+2213F-HRTimeline
REAP Financial Group, LLC1,331$103K0.02%013F-HRTimeline
Sachetta, LLC1,300$101K0.04%+7613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,302$100K+196Timeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,233$95.3K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.1,202$92.9K0.02%013F-HRTimeline
Global Trust Asset Management, LLC1,196$92.5K0.05%013F-HRTimeline
ESL Trust Services, LLC1,120$86.6K0.02%013F-HRTimeline
FSA Wealth Management LLC1,339$80.4K0.03%+313F-HRTimeline
Federation des caisses Desjardins du Qu…1,025$79.3K<0.01%+20313F-HRTimeline
Main Street Group, LTD1,024$79.2K0.03%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,006$77.8K<0.01%-6013F-HRTimeline
Park Square Financial Group, LLC1,000$77.3K0.06%-92513F-HRTimeline
CVA Family Office, LLC997$77.1K0.01%013F-HRTimeline
Perritt Capital Management Inc968$74.9K0.04%+1413F-HR/ATimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…5,562,220$72.6K<0.01%+5,475,23013F-HRTimelineGroup
CX Institutional928$72K<0.01%013F-HR/ATimeline
Breakwater Investment Management910$70.4K0.03%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC892$69K0.02%-20013F-HRTimeline
Pineridge Advisors LLC851$65.8K0.02%+1313F-HRTimeline
MCF Advisors LLC820$63.4K<0.01%013F-HRTimeline
Nemes Rush Group LLC818$63.3K0.01%013F-HRTimeline
Holos Integrated Wealth LLC800$63.1K0.04%013F-HRTimeline
Capital Investment Advisory Services, L…811$62.7K0.01%-913F-HRTimeline
ROTHSCHILD INVESTMENT LLC795$61.5K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.792$61.2K<0.01%+1213F-HRTimeline
Atlantic Edge Private Wealth Management…785$60.7K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.763$59K<0.01%13F-HRTimeline
MeadowBrook Investment Advisors LLC725$56K0.05%013F-HRTimeline
Golden State Wealth Management, LLC713$55.2K0.01%+9513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/672$52K<0.01%+1113F-HR/ATimelineGroup
Bank of New Hampshire651$50.3K0.01%013F-HRTimeline
Blue Trust, Inc.644$49.8K<0.01%+60713F-HRTimeline
SOA Wealth Advisors, LLC.640$49.5K0.01%013F-HRTimeline
Headlands Technologies LLC619$47.9K0.01%+35213F-HRTimeline
Biltmore Family Office, LLC603$46.6K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.600$46.4K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP573$44.3K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC555$42.9K0.01%013F-HRTimeline
Larson Financial Group LLC535$41.4K<0.01%+2613F-HRTimeline
Mascoma Wealth Management LLC510$39.4K0.01%013F-HRTimeline
Heritage Wealth Advisors490$37.9K<0.01%-13313F-HRTimeline
Abound Wealth Management486$37.6K0.01%-513F-HRTimeline
Indiana Trust & Investment Management Co475$36.7K0.01%new13F-HRTimeline
YANKCOM Partnership449$34.7K0.02%013F-HRTimeline
IAG Wealth Partners, LLC436$33.7K<0.01%013F-HRTimeline
Avion Wealth426$32K0.01%013F-HR/ATimeline
Clarity Asset Management, Inc.398$30.8K0.02%+613F-HRTimeline
Retirement Wealth Solutions LLC389$30.1K0.02%+613F-HRTimeline
Canton Hathaway, LLC389$30K0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA369$28.5K0.02%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC367$28.4K<0.01%-2313F-HRTimeline
Nordwand Advisors, LLC342$26.4K<0.01%new13F-HRTimeline
Lowe Wealth Advisors, LLC332$25.7K0.01%013F-HRTimeline
Founders Financial Alliance, LLC324$25K0.01%013F-HRTimeline
WPG Advisers, LLC312$24.1K0.02%new13F-HRTimeline
Capital Investment Counsel, Inc300$23.2K<0.01%-4113F-HRTimeline
Bogart Wealth, LLC276$21.3K<0.01%-6013F-HRTimeline
Clearstead Trust, LLC267$20.6K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC261$20.2K<0.01%013F-HRTimeline
TSFG, LLC241$19K<0.01%+313F-HRTimeline
VSM Wealth Advisory, LLC245$18.9K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.230$17.8K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC219$17.4K0.01%new13F-HRTimeline
Financial Perspectives, Inc212$16.4K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC210$16.2K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC208$16.1K<0.01%013F-HRTimeline
Brooklyn Investment Group200$15.5K<0.01%new13F-HR/ATimeline
Hanson & Doremus Investment Management187$14K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC171$13.2K<0.01%013F-HRTimeline
Financial Freedom, LLC171$13.2K0.01%+313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…166$12.8K<0.01%013F-HRTimeline
Paladin Advisory Group, LLC151$11.6K0.01%+213F-HRTimeline
CNB Bank145$11.2K0.01%013F-HRTimeline
Key Financial Inc140$10.8K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP136$10.5K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC134$10.4K<0.01%+213F-HRTimeline
AllSquare Wealth Management LLC134$10.4K0.01%013F-HRTimeline
Millstone Evans Group, LLC133$10.3K0.01%-513F-HRTimeline