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
BlackRock, Inc.in group BlackRock, Inc.289,300,317$19.1B0.39%+22,517,02213F-HRTimelineGroup
Acorns Advisers, LLC34,166,307$2.26B21.9%+3,117,33613F-HRTimeline
ALLIANCEBERNSTEIN L.P.23,978,946$1.59B0.54%+901,41813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,242,935$744M-352,786Timeline
FACTORY MUTUAL INSURANCE CO8,597,060$569M6.15%+598,59013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,211,479$477M0.04%-2,56813F-HRTimelineGroup
D.A. DAVIDSON & CO.6,942,779$459M3.74%+269,07513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,914,599$457M0.03%-206,72913F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,342,165$419M0.55%+2,101,09013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding6,191,834$410M+299,542Timeline
Mill Creek Capital Advisors, LLC4,713,670$312M7.49%+480,30213F-HRTimeline
Sequoia Financial Advisors, LLC4,119,380$272M2.63%+206,70813F-HR/ATimeline
Clark Capital Management Group, Inc.3,033,635$201M1.4%-526,16713F-HRTimeline
LPL Financial LLC2,934,482$194M0.08%+845,92913F-HRTimeline
Waldron Private Wealth LLC2,765,413$183M7.36%+129,67013F-HRTimeline
AMICA MUTUAL INSURANCE CO2,613,589$173M17.7%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC2,360,242$156M0.04%+322,23913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC2,212,272$146M0.25%+5,65713F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,160,259$143M0.03%-58,62313F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,141,868$142M7.72%+26,35413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,023,825$134M0.03%-11,12413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,007,108$133M0.03%+533,12513F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.1,689,331$112M9.25%+41,76013F-HRTimeline
HighTower Advisors, LLC1,675,007$111M0.15%+70,71013F-HRTimeline
AMG National Trust Bank1,584,791$105M2.89%-2,27813F-HRTimeline
Hardy Reed LLC1,523,175$101M8.88%+71,26713F-HRTimeline
Fund Evaluation Group, LLC1,520,063$101M4.7%new13F-HRTimeline
Cetera Investment Advisers1,518,388$100M0.21%+70,28213F-HRTimeline
Janney Montgomery Scott LLC1,442,260$95.4M0.26%-30,85413F-HRTimeline
Allworth Financial LP1,353,230$91.7M0.51%+42,71713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,326,036$87.7M0.13%+17,68413F-HRTimeline
BANK OF HAWAII1,251,232$82.8M4.58%-17,05313F-HRTimeline
TRUE Private Wealth Advisors1,227,232$81.2M9.85%-47,90413F-HRTimeline
Prime Capital Investment Advisors, LLC1,119,827$74.1M1.08%+35,71313F-HRTimeline
ALERUS FINANCIAL NA1,111,883$73.5M5.63%+43,00613F-HRTimeline
Compass Ion Advisors, LLC983,777$65.1M7.72%+55,85613F-HRTimeline
Orion Porfolio Solutions, LLC981,611$64.9M0.65%-60,86113F-HRTimeline
Orion Portfolio Solutions, LLC981,611$64.9M0.65%-60,86113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp928,084$61.4M0.21%-43,36513F-HRTimelineGroup
Capstone Financial Advisors, Inc.901,122$59.6M3.68%+16,08113F-HRTimeline
Wealthspire Advisors, LLC857,327$56.7M0.56%+8,20913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC857,056$56.7M1.31%-8,25413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…828,411$54.8M2.38%+58,28513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP793,915$52.5M0.09%-178,59013F-HRTimelineGroup
Legacy Wealth Management, LLC781,962$51.7M3.32%+24,60813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC765,816$50.7M0.02%13F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…745,928$49.3M0.16%+13,33913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO723,464$47.8M<0.01%-373,58613F-HRTimelineGroup
Essential Planning, LLC.673,400$46.8M0.3%+663,04013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS635,640$42M0.12%-4,61613F-HRTimeline
Standpoint Asset Management, LLC629,000$41.6M8.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP623,069$41.2M0.04%+62,68913F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC586,818$38.8M3.05%-191,86813F-HRTimeline
LOWE BROCKENBROUGH & CO INC576,956$38.2M2.45%-4,47113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP539,809$35.7M0.04%+63,12113F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.512,603$35.1M1.66%-77,97113F-HRTimelineGroup
Tiller Private Wealth, Inc.525,848$34.8M14.74%+19,47513F-HRTimeline
Astoria Strategic Wealth, Inc.506,742$33.5M9.97%+16,18513F-HRTimeline
Charter Oak Capital Management, LLC497,441$32.9M3.06%-13,68213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.482,509$31.9M0.07%-16,42313F-HR/ATimelineGroup
Chesley Taft & Associates LLC432,577$28.6M1.33%+2,01713F-HRTimeline
HILL ISLAND FINANCIAL LLC431,155$28.5M8.33%+49,29913F-HRTimeline
Aptus Capital Advisors, LLC428,620$28.3M0.34%+16,34313F-HRTimeline
EQUITABLE TRUST CO418,823$27.7M1.55%+11,81013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC413,665$27.4M0.62%-1,44413F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…413,306$27.3M0.02%-3,75413F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…390,091$27M0.05%+4,57013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…404,238$26.7M0.02%+218,60413F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC399,573$26.4M0.31%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…373,950$24.7M0.05%+16,19313F-HR/ATimeline
Aviso Financial Inc.363,743$24.1M1.21%+28,66713F-HRTimeline
Composition Wealth, LLC352,541$23.3M0.47%+4,25213F-HRTimeline
Skyline Advisors, Inc.346,074$22.9M8.88%+72,75913F-HRTimeline
Vantage Financial Partners, LLC338,575$22.4M5.6%+27,50213F-HRTimeline
MML INVESTORS SERVICES, LLC336,594$22.3M0.08%+31,78513F-HRTimeline
Ullmann Wealth Partners Group, LLC325,996$21.6M2.78%-13,17913F-HRTimeline
World Investment Advisors314,821$20.8M0.57%+7,97813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC313,234$20.7M0.4%-5,29213F-HRTimeline
Geneos Wealth Management Inc.309,492$20.5M0.72%+12,74713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management308,140$20.4M0.3%-5,71213F-HRTimelineGroup
Corrigan Financial, Inc.302,345$20M4.58%+1,27213F-HRTimeline
BRANDES INVESTMENT PARTNERS, LPin group BRANDES INVESTMENT PARTNERS, …273,838$18.1M0.2%+109,83813F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC268,141$17.7M0.04%+1,47613F-HRTimelineGroup
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK266,184$17.6M0.57%+4,52013F-HRTimelineGroup
Meridian Wealth Partners, LLC264,717$17.5M2.66%+11,86913F-HRTimeline
Amica Retiree Medical Trust264,031$17.5M16.53%-45,00013F-HRTimeline
Stone House Investment Management, LLC241,350$16M4.06%-33,26113F-HRTimeline
Wick Capital Partners, LLC230,830$15.3M4.5%-7,52613F-HR/ATimeline
MontVue Capital Management, Inc.229,973$15.2M11.6%+5,08113F-HRTimeline
CHOREO, LLC229,787$15.2M0.22%-22,34713F-HRTimeline
HUB Investment Partners, LLC220,938$14.6M0.61%+17,45613F-HRTimeline
REGATTA CAPITAL GROUP, LLC218,858$14.5M2.81%+9,41513F-HRTimeline
Magnolia Wealth Management, LLC218,066$14.4M10.03%+16,88413F-HRTimeline
Goldstein Advisors, LLC211,979$14M2.04%+20,53013F-HRTimeline
HB Wealth Management, LLC207,962$13.8M0.14%+37513F-HRTimeline
Strategic Point Investment Advisors, LLC204,710$13.5M2.21%+3,78913F-HRTimeline
White Lighthouse Investment Management …196,108$13M2.28%+4,98513F-HRTimeline
Integrated Wealth Concepts LLC195,577$12.9M0.15%+29,54013F-HRTimeline
TD Capital Management LLC195,174$12.9M1.31%-23,59213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC195,145$12.9M0.57%-2,10013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …194,358$12.9M0.02%013F-HRTimelineGroup
Spectrum Investment Advisors, Inc.193,675$12.8M8.55%+7,44213F-HRTimeline
NYL Investors LLC193,000$12.8M1.15%+1,90013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC192,733$12.7M1.05%-2,37513F-HRTimelineGroup
Rooted Wealth Advisors, Inc.184,657$12.3M4.81%+6,43013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC184,528$12.2M0.13%+1,54413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…179,576$11.9M0.02%-34,42313F-HRTimelineGroup
Finley Financial, LLC169,922$11.3M5.86%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC169,062$11.2M1.4%+8,59713F-HRTimeline
Verus Financial Partners, Inc.169,537$11.1M1.24%-9,13713F-HRTimeline
RFP Financial Group LLC165,452$10.9M4.26%+1,64413F-HRTimeline
Trinity Wealth Management, LLC163,891$10.8M4.91%+7,01013F-HRTimeline
Forum Private Client Group LLC163,331$10.8M4.81%+3,49113F-HRTimeline
Financial Designs Corp163,074$10.8M7.1%+2,52413F-HRTimeline
Private Advisor Group, LLC159,205$10.5M0.06%-3,18713F-HRTimeline
NorthCoast Asset Management LLC158,843$10.5M0.05%-55,80313F-HR/ATimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…158,006$10.5M0.04%+6,80513F-HRTimelineGroup
Global Retirement Partners, LLC155,433$10.3M0.29%+10,43013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC153,315$10.1M0.08%+126,31813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC152,725$10.1M0.41%+4,53113F-HRTimelineGroup
Patrick Mauro Investment Advisor, INC.152,204$10.1M5.75%+66613F-HRTimeline
FORTE ASSET MANAGEMENT LLC149,838$9.91M5.26%-9,75813F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC147,438$9.75M3.77%-19,33413F-HRTimeline
Atria Wealth Solutions, Inc.145,962$9.65M0.11%+4,68113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding142,653$9.44M+10,399Timeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…136,091$9M0.08%+15913F-HRTimelineGroup
Atria Investments, Inc134,345$8.89M0.11%-13,58813F-HRTimeline
Baker Ellis Asset Management LLC129,661$8.58M1.26%+6,64613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp129,377$8.56M<0.01%+63013F-HRTimelineGroup
First Command Advisory Services, Inc.128,810$8.52M0.08%-16,35413F-HRTimeline
DOHJ, LLC127,922$8.46M1.96%-17313F-HRTimeline
Clear Creek Financial Management, LLC122,577$8.11M0.88%+3,36413F-HRTimeline
WealthCollab, LLC120,473$7.97M5.11%+10,10813F-HRTimeline
SWMG, LLC116,963$7.93M3.16%-1,19013F-HRTimeline
Carl P. Sherr & Co., LLC118,966$7.87M4.13%+1,30713F-HRTimeline
St. Louis Trust Co114,833$7.6M1.09%+3,62213F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC113,948$7.54M0.98%+66,47013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC113,134$7.48M<0.01%-234,67013F-HRTimelineGroup
Accredited Wealth Management, LLC112,679$7.45M6.52%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC110,313$7.3M0.16%+8,34413F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC105,327$6.97M1.2%-2,11013F-HRTimeline
Physician Wealth Advisors, Inc.104,577$6.92M1.17%-3,99913F-HRTimeline
Prosperitas Financial LLC104,066$6.88M3.48%+3,56613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…103,548$6.85M0.02%-58,05713F-HRTimelineGroup
GeoWealth Management, LLC103,120$6.82M0.22%-6,01713F-HRTimeline
Newton One Investments LLC98,216$6.5M2.5%+4,39413F-HRTimeline
Quantitative Strategies, Inc.97,863$6.47M3.46%+50913F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…97,316$6.44M1.09%+4,04613F-HRTimeline
Waverly Advisors, LLC94,663$6.26M0.1%+25,14813F-HRTimeline
Prime Buchholz LLC93,432$6.18M2.02%13F-HRTimeline
FC Advisory LLC93,376$6.18M2.07%-16713F-HRTimeline
Creative Planningin group Creative Planning92,534$6.12M0.01%+9,74013F-HRTimelineGroup
Madison Wealth Partners, Inc91,970$6.08M1.7%-2,02313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC91,704$6.07M0.14%+48,34913F-HRTimelineGroup
FSA Wealth Management LLC91,630$6.06M2.46%013F-HRTimeline
AdvisorNet Financial, Inc90,407$5.98M0.5%+5,51813F-HRTimeline
AE Wealth Management LLC89,811$5.94M0.05%+5,41313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.89,481$5.92M0.01%-4,60813F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC86,011$5.69M0.41%+5,73413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …85,619$5.66M0.08%+2,31413F-HRTimelineGroup
Smithfield Trust Co85,491$5.66M0.28%+35,06913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC83,668$5.53M0.01%-2,288,72713F-HRTimelineGroup
Gleason Group, Inc.82,611$5.46M0.96%-8,58213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…82,565$5.46M0.12%+97713F-HRTimelineGroup
CFO4Life Group, LLC81,504$5.39M0.95%+6,78813F-HRTimeline
FMR LLCin group FMR LLC81,347$5.38M<0.01%+14,76813F-HRTimelineGroup
NewEdge Advisors, LLC81,269$5.38M0.03%-2,68113F-HRTimeline
WEATHERLY ASSET MANAGEMENT L. P.80,693$5.34M0.47%+7,13213F-HRTimeline
KELLY FINANCIAL GROUP LLC79,561$5.26M1.87%13F-HRTimeline
James J. Burns & Company, LLC79,291$5.25M0.91%+1,83513F-HRTimeline
COMERICA BANK79,244$5.24M0.02%+92013F-HR/ATimeline
NBT BANK, N.A.in group NBT BANK, N.A.78,256$5.18M0.36%+7,11313F-HRTimelineGroup
AGILIS PARTNERS LLC76,593$5.07M1.52%+3,49413F-HRTimeline
Advisory Services Network, LLC76,568$5.06M0.09%-1,90313F-HRTimeline
Summit Financial, LLC74,896$4.95M0.17%+93113F-HRTimeline
TBH Global Asset Management, LLC73,633$4.87M1.15%-12,05513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC72,215$4.78M0.29%-4,03213F-HRTimeline
Family Manage LLC71,746$4.75M0.77%-17,46113F-HRTimeline
Pinnacle Wealth Management Group, Inc.70,976$4.69M2.92%+3,67213F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE70,813$4.68M0.01%013F-HRTimelineGroup
Morningstar Investment Services LLCin group Morningstar Investment Manage…67,242$4.45M0.4%-694,84013F-HRTimelineGroup
SageView Advisory Group, LLC66,695$4.41M0.19%+3,88513F-HRTimeline
Lunt Capital Management, Inc.66,351$4.39M1.71%+12,26313F-HRTimeline
Dynasty Wealth Management, LLC65,880$4.36M0.08%-1,71013F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI64,266$4.25M0.46%+2,64613F-HRTimeline
Fairvoy Private Wealth, LLC64,186$4.25M1.13%13F-HRTimeline
WBH ADVISORY INC63,245$4.18M0.39%-1,14413F-HRTimeline
NWAM LLC60,416$4M0.25%-1,92613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC60,348$3.99M0.4%-3,38613F-HRTimeline
Hubbell Strickland Wealth Management, L…60,293$3.99M1.89%+3,01013F-HRTimeline
Alpha Financial Partners LLC59,974$3.97M3.14%new13F-HRTimeline
Beacon Pointe Advisors, LLC59,416$3.93M0.04%-68113F-HRTimeline
Sightline Wealth Advisors, LLC59,405$3.93M2.12%+6,09113F-HRTimeline
Wealthspire Retirement, LLC59,043$3.91M0.31%-1,17713F-HRTimeline
Zhang Financial LLC58,926$3.9M0.22%+1,70113F-HRTimeline
Motley Fool Wealth Management, LLCin group Motley Fool Asset Management …58,647$3.87M0.2%new13F-HRTimelineGroup
TCV Trust & Wealth Management, Inc.58,501$3.87M0.36%-51513F-HRTimeline
Robertson Stephens Wealth Management, L…58,023$3.84M0.14%-3,56413F-HRTimeline
Integrated Advisors Network LLC57,914$3.83M0.18%+4,35813F-HRTimeline
Crescent Grove Advisors, LLC57,332$3.79M0.38%+1,41513F-HRTimeline