Skip to content
Disclosery

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
BlackRock, Inc.in group BlackRock, Inc.294,547,733$22.8B0.44%+26,003,76713F-HRTimelineGroup
Acorns Advisers, LLC34,979,618$2.7B23.2%+1,138,60013F-HRTimeline
ALLIANCEBERNSTEIN L.P.22,381,111$1.73B0.56%-229,20213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding11,635,987$900M+96,289Timeline
FACTORY MUTUAL INSURANCE CO8,299,460$642M7.01%-267,30013F-HRTimeline
D.A. DAVIDSON & CO.7,344,681$568M4%+127,89113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,251,654$561M0.04%+397,62613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,166,372$554M0.04%-3,604,81213F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\6,788,647$525M0.66%-249,80613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding6,501,303$503M+471,799Timeline
CAPTRUST FINANCIAL ADVISORS6,045,597$467M1.04%+5,392,41813F-HRTimeline
Sequoia Financial Advisors, LLC5,549,414$429M2.94%+497,57813F-HRTimeline
Mill Creek Capital Advisors, LLC5,139,161$397M8.81%+75,55313F-HRTimeline
LPL Financial LLC3,473,429$269M0.09%+353,56713F-HRTimeline
AMICA MUTUAL INSURANCE CO3,393,208$263M25.32%+979,61913F-HRTimeline
Clark Capital Management Group, Inc.2,872,962$222M1.54%-261,53013F-HRTimeline
Waldron Private Wealth LLC2,604,706$201M8.78%-60,36813F-HRTimeline
Mariner, LLCin group Mariner, LLC2,414,125$187M0.27%+106,44013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,317,838$179M0.03%+19,11013F-HR/ATimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/2,212,425$171M8.76%-45,55713F-HRTimeline
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC…2,190,087$169M13.03%+2,117,61713F-HRTimeline
UBS Group AGin group UBS Group AG2,126,177$164M0.03%-77,25213F-HRTimelineGroup
Fund Evaluation Group, LLC1,957,364$151M5.85%+236,53613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,768,418$137M0.03%-66,10313F-HRTimelineGroup
HighTower Advisors, LLC1,753,063$136M0.17%+60,49513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,710,568$132M0.03%+3,23013F-HRTimelineGroup
DAVIDSON INVESTMENT ADVISORS1,701,327$132M5.91%+1,697,20413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,689,642$131M10.15%-22,47113F-HRTimeline
Cetera Investment Advisers1,649,600$128M0.22%+14,87213F-HRTimeline
Hardy Reed LLC1,570,100$121M9.73%+4,86813F-HRTimeline
Janney Montgomery Scott LLC1,559,924$121M0.32%+9,15313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,549,778$120M0.18%new13F-HRTimelineGroup
Allworth Financial LP1,526,847$118M0.57%-18,31513F-HRTimeline
AMG National Trust Bank1,515,241$117M3.08%-94713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,422,409$110M0.15%+88,14913F-HRTimeline
BANK OF HAWAII1,206,271$93.3M4.92%-12,75413F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…1,129,325$87.3M3.37%+129,30913F-HRTimeline
Prime Capital Investment Advisors, LLC1,127,400$87.2M1.16%-158,39213F-HRTimeline
Compass Ion Advisors, LLC1,078,163$83.4M9.02%+31,86313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,033,543$79.9M0.01%-1,299,35613F-HRTimelineGroup
Orion Porfolio Solutions, LLC987,651$76.4M0.65%+1,30713F-HR/ATimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC964,544$74.6M0.03%+154,83613F-HRTimelineGroup
ALERUS FINANCIAL NA953,094$73.7M5.31%-115,28713F-HRTimeline
Capstone Financial Advisors, Inc.920,678$71.2M4.13%+36,41613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp880,514$68.1M0.23%-17,41613F-HRTimelineGroup
Wealthspire Advisors, LLC844,409$65.3M0.37%-10,16513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC813,228$62.9M1.36%-9,58513F-HRTimeline
Cambridge Investment Research Advisors,…811,823$62.8M0.19%+68,43113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.834,183$62.7M0.11%+291,66413F-HR/ATimelineGroup
Legacy Wealth Management, LLC773,338$59.8M3.72%-7,81113F-HRTimeline
AlphaCore Capital LLC699,074$54M2.06%+72,39913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP693,789$53.6M0.04%+42,65213F-HRTimelineGroup
TRUE Private Wealth Advisors645,801$49.9M5.61%+76,04113F-HRTimeline
Tiller Private Wealth, Inc.617,766$47.8M18.15%+65,67913F-HRTimeline
LOWE BROCKENBROUGH & CO INC611,758$47.3M2.66%+28,77913F-HRTimeline
Composition Wealth, LLC593,428$45.9M0.77%+221,11913F-HRTimeline
EQUITABLE TRUST CO551,873$42.7M2.13%+135,28813F-HRTimeline
Standpoint Asset Management, LLC547,600$42.3M8.66%-105,00013F-HRTimeline
Astoria Strategic Wealth, Inc.522,550$40.4M10.92%-7,82513F-HRTimeline
Aviso Financial Inc.521,227$40.3M1.82%+24,25313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP730,449$40.1M0.05%-29,44213F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP517,985$40M0.04%-9,70113F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC509,291$39.4M2.86%-35,68713F-HRTimeline
Geneos Wealth Management Inc.470,976$36.4M0.89%-352,96613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC466,172$36M0.68%+52,46613F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.457,941$35.4M1.59%-28,20413F-HRTimelineGroup
Charter Oak Capital Management, LLC446,500$34.5M2.92%-32,47213F-HRTimeline
Aptus Capital Advisors, LLC440,107$34M0.34%+7,51013F-HRTimeline
MML INVESTORS SERVICES, LLC436,045$33.7M0.1%+88,60113F-HRTimeline
Chesley Taft & Associates LLC427,103$33M1.47%-9,09813F-HRTimeline
World Investment Advisors417,496$32.3M0.73%+10,96313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…416,420$32.2M0.02%+20,55213F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC401,724$31.1M0.22%+307,21713F-HR/ATimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC396,760$30.7M0.33%+1,29413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…367,587$28.6M0.05%-38,21913F-HRTimeline
Skyline Advisors, Inc.358,603$27.7M10.24%+5,24913F-HRTimeline
Vantage Financial Partners, LLC315,662$24.4M5.63%-16,99413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management303,874$23.5M0.31%+17,52113F-HRTimelineGroup
Ullmann Wealth Partners Group, LLC302,352$23.4M2.76%-10,85713F-HRTimeline
Bricktown Capital, LLC292,600$22.6M4.1%+247,60013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS292,100$22.6M0.02%+292,09813F-HRTimelineGroup
Stone House Investment Management, LLC285,574$22.1M4.06%-25,43913F-HRTimeline
HUB Investment Partners, LLC282,136$21.8M0.76%+19,21413F-HRTimeline
Meridian Wealth Partners, LLC280,487$21.7M3.14%+14,91613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC256,235$19.8M0.04%-8,39213F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC248,417$19.2M0.32%-30,86013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…235,955$18.2M0.01%-6,92913F-HRTimelineGroup
MontVue Capital Management, Inc.233,066$18M12.83%+1,08613F-HRTimeline
Magnolia Wealth Management, LLC228,731$17.7M11.53%+6,81513F-HRTimeline
Integrated Wealth Concepts LLC228,542$17.7M0.18%-90913F-HRTimeline
McKinley Carter Wealth Services, Inc.221,876$17.2M0.95%new13F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK219,840$17M2.31%-1,43013F-HRTimelineGroup
REGATTA CAPITAL GROUP, LLC214,635$16.6M2.85%+83,84213F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC213,684$16.5M1.9%+30,72813F-HRTimeline
Goldstein Advisors, LLC213,136$16.5M2.21%+2,46913F-HRTimeline
Wick Capital Partners, LLC888,658$16.1M4.22%+669,57613F-HRTimeline
Strategic Point Investment Advisors, LLC203,995$15.8M2.43%+18013F-HRTimeline
Spectrum Investment Advisors, Inc.203,411$15.7M9.12%+5,29813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC200,835$15.5M0.14%new13F-HRTimelineGroup
Creekmur Asset Management LLC197,063$15.2M2.69%+106,07713F-HRTimeline
Manuka Financial, LLC195,603$15.1M8.25%+138,20713F-HRTimeline
CHOREO, LLC194,333$15M0.21%-12,69913F-HRTimeline
HB Wealth Management, LLC192,486$14.9M0.12%-20,75113F-HRTimeline
NYL Investors LLC191,213$14.8M4.07%+1,11313F-HRTimeline
White Lighthouse Investment Management …189,896$14.7M2.39%-2,99913F-HRTimeline
Finley Financial, LLC188,437$14.6M7.32%+8,43113F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC188,232$14.6M1%-3,64413F-HRTimelineGroup
Private Advisor Group, LLC187,594$14.5M0.08%+15,52613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC201,488$14.2M0.03%+167,96613F-HRTimelineGroup
Rooted Wealth Advisors, Inc.180,932$14M4.83%+89313F-HRTimeline
TD Capital Management LLC178,418$13.8M1.3%-5,02813F-HRTimeline
Trinity Wealth Management, LLC171,672$13.3M5.27%+3,97913F-HRTimeline
RFP Financial Group LLC164,979$12.8M5.27%-3,43513F-HRTimeline
Forum Private Client Group LLC164,397$12.7M4.9%+28013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC160,671$12.4M0.51%-5,33913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp159,965$12.4M<0.01%+9,79913F-HRTimelineGroup
Global Retirement Partners, LLC159,640$12.3M0.31%13F-HRTimeline
VICUS CAPITAL158,747$12.3M1.02%+135,19813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…157,913$12.2M0.05%+2,91913F-HRTimelineGroup
Patrick Mauro Investment Advisor, INC.163,197$12.2M6.9%+11,00413F-HRTimeline
Baker Ellis Asset Management LLC157,436$12.2M1.67%+12,57913F-HRTimeline
Verus Financial Partners, Inc.156,155$12.1M1.24%-2,22913F-HRTimeline
Edge Financial Advisors LLC153,444$11.9M6.25%-4,62613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…152,130$11.8M3.94%+41,32113F-HRTimeline
Lineweaver Wealth Advisors, LLC152,085$11.8M1.86%new13F-HRTimeline
Financial Designs Corp149,794$11.6M7.1%-11,91913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding145,476$11.2M+9,246Timeline
FORTE ASSET MANAGEMENT LLC143,941$11.1M5.67%-4,38013F-HRTimeline
WealthCollab, LLC141,952$11M6.17%+19,45913F-HRTimeline
CATALYST PRIVATE WEALTH, LLC137,176$10.6M4.72%-7,64513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC136,894$10.6M0.35%-22,88613F-HRTimelineGroup
Atria Investments, Inc133,604$10.3M0.12%-2,72413F-HRTimeline
CHERRYDALE WEALTH MANAGEMENT, LLC126,530$9.78M3.4%-18,68813F-HRTimeline
SWMG, LLC125,448$9.77M3.29%+14,70813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…126,048$9.74M0.08%-1,42113F-HRTimelineGroup
Eldridge Investment Advisors, Inc.125,923$9.74M2.04%+56,76413F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC125,320$9.69M1.21%+6,60113F-HRTimeline
Gotham Asset Management, LLC124,095$9.59M0.06%+99,15713F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC124,079$9.59M1.67%+20,27513F-HRTimeline
Carl P. Sherr & Co., LLC124,003$9.59M4.85%+1,45113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…123,020$9.51M0.02%+2,93713F-HR/ATimelineGroup
Creative Planningin group Creative Planning119,802$9.26M0.01%+1,78513F-HRTimelineGroup
FORBES J M & CO LLP118,590$9.17M0.84%new13F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…118,287$9.14M1.46%+7,43113F-HRTimeline
Riggs Asset Managment Co. Inc.113,052$8.74M2.15%+59,25513F-HRTimeline
Accredited Wealth Management, LLC111,414$8.61M6.98%-6,81413F-HRTimeline
KFA Private Wealth Group, LLC107,830$8.34M2.58%+2,10013F-HRTimeline
HILL ISLAND FINANCIAL LLC107,786$8.33M2.32%-347,01013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC107,527$8.31M0.14%+1,60313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC103,083$7.97M0.31%+31513F-HRTimelineGroup
Modern Wealth Management, LLC101,714$7.86M0.2%+96,22313F-HR/ATimeline
NorthCoast Asset Management LLC100,735$7.79M0.03%-27,40013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC100,731$7.79M<0.01%-17,59513F-HRTimelineGroup
Newton One Investments LLC99,871$7.72M2.43%+30413F-HRTimeline
Waverly Advisors, LLC98,565$7.62M0.08%+4,66113F-HRTimeline
Physician Wealth Advisors, Inc.98,093$7.58M1.19%-6,91413F-HRTimeline
FC Advisory LLC96,173$7.44M2.3%+3,72613F-HRTimeline
Madison Wealth Partners, Inc95,732$7.4M1.62%+3,43213F-HRTimeline
Smithfield Trust Co94,212$7.29M0.34%+6,77613F-HRTimeline
FMR LLCin group FMR LLC93,244$7.21M<0.01%+13,16313F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC91,845$7.1M0.15%+14113F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …91,339$7.06M0.09%-9813F-HRTimelineGroup
GeoWealth Management, LLC88,765$6.86M0.27%-10,76913F-HRTimeline
James J. Burns & Company, LLC88,483$6.84M1.12%+8,46013F-HRTimeline
St. Louis Trust Co86,869$6.72M0.89%+3613F-HRTimeline
MONEY CONCEPTS CAPITAL CORP86,657$6.7M0.45%new13F-HRTimeline
First Command Advisory Services, Inc.84,484$6.53M0.06%-8,89613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.82,907$6.41M0.01%-7,60113F-HRTimelineGroup
CFO4Life Group, LLC82,856$6.41M1%+58913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.82,489$6.38M0.44%+1,30213F-HRTimelineGroup
WEATHERLY ASSET MANAGEMENT L. P.82,152$6.35M0.54%+28313F-HRTimeline
Summit Financial, LLC81,803$6.32M0.14%-1,00513F-HRTimeline
Gleason Group, Inc.80,430$6.22M0.67%+1,77513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE77,949$6.03M0.01%+1,79613F-HRTimelineGroup
COMERICA BANK76,486$5.91M0.02%-37713F-HRTimeline
NWAM LLC72,294$5.54M0.32%+8,56713F-HR/ATimeline
Lunt Capital Management, Inc.71,608$5.54M2.12%+1,30913F-HRTimeline
Atria Wealth Solutions, Inc.71,154$5.52M0.12%-73,30713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…69,366$5.36M0.12%-6,23513F-HRTimelineGroup
Advisory Services Network, LLC69,359$5.32M0.09%-4,92513F-HRTimeline
CWM, LLCin group CWM, LLC68,120$5.27M0.02%+18,36413F-HRTimelineGroup
Strategic Blueprint, LLC67,965$5.25M0.26%+15,90013F-HRTimeline
Zhang Financial LLC67,763$5.24M0.24%+3,27313F-HRTimeline
Fairvoy Private Wealth, LLC66,446$5.14M1.28%+21113F-HRTimeline
Hubbell Strickland Wealth Management, L…65,854$5.09M2.25%+4,48313F-HRTimeline
Windward Private Wealth Management Inc.64,838$5.01M1.81%+9,79413F-HRTimeline
Family Manage LLC64,672$5M0.76%-1,87713F-HRTimeline
WBH ADVISORY INC64,042$4.95M0.42%+82513F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding63,036$4.87M+11,572Timeline
Alpha Financial Partners LLC60,586$4.68M3.37%+90913F-HRTimeline
Wealthspire Retirement, LLC59,717$4.62M0.31%-1,69813F-HRTimeline
Beacon Pointe Advisors, LLC58,893$4.55M0.05%-89813F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI58,436$4.52M0.47%-1,07513F-HRTimeline
Crescent Grove Advisors, LLC58,085$4.49M0.44%+1,80013F-HRTimeline
TCV Trust & Wealth Management, Inc.57,701$4.46M0.39%-64513F-HRTimeline
Sightline Wealth Advisors, LLC57,629$4.46M2.15%-52613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding56,948$4.4M+15,343Timeline
MISSION WEALTH MANAGEMENT, LP56,928$4.4M0.1%+2,89313F-HRTimeline
Amplius Wealth Advisors, LLC56,811$4.39M0.41%+16,29013F-HRTimeline
Tortoise Investment Management, LLC56,660$4.38M0.42%013F-HRTimeline