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Disclosery

MXI ISHARES TR

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GLOBAL MATER ETF (fund)

105 managers (105 13F filers) reported a position in MXI shares at 2026-06-30, 1,406,668 shares in all. 14 filers opened a position and 8 filers sold out during the quarter.

Managers
105
13F filers
105
New
14
Added
32
Reduced
34
Sold out
8
Shares held by filers
1,406,668

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Pathway Financial Advisors LLC185,828$20M2.34%+15913F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…188,700$19.9M0.02%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY146,880$15.5M<0.01%+1,83213F-HRTimelineGroup
HighTower Advisors, LLC99,930$10.6M0.01%-6,62413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/85,698$9.07M<0.01%-31,72413F-HRTimelineGroup
LPL Financial LLC64,036$6.78M<0.01%-31,33413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63,551$6.73M<0.01%-3713F-HRTimelineGroup
Banco Santander, S.A.in group Banco Santander, S.A.46,430$4.91M0.03%+11,24213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…40,768$4.31M<0.01%+32,25313F-HRTimelineGroup
PALLADIEM, LLC37,305$3.95M3.83%+14,76113F-HRTimeline
Wealth Advisors of Tampa Bay, LLC26,980$2.86M0.87%+2,18713F-HRTimeline
UBS Group AGin group UBS Group AG24,962$2.64M<0.01%+2,41713F-HRTimelineGroup
Financial Management Professionals, Inc.22,615$2.39M0.23%+2,58113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …21,935$2.32M0.06%-13,60313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…18,352$1.94M0.01%-1,31313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/17,376$1.84M<0.01%+13,70813F-HRTimelineGroup
UMB Bank, n.a.15,787$1.67M0.02%-3313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Private Advisor Group, LLC14,593$1.54M0.01%+2,05313F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG14,252$1.51M0.02%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,082$1.49M0.01%-5213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,576$1.33M<0.01%-35,37513F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.12,219$1.29M0.01%-19,09613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC11,601$1.23M<0.01%+4,45513F-HRTimelineGroup
Sava Infond d.o.o.11,500$1.22M0.09%-1,80013F-HRTimeline
Solstein Capital, LLC9,133$967K0.33%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,774$929K<0.01%+1,23813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP7,466$793K<0.01%+3,21813F-HRTimelineGroup
Clearstead Advisors, LLC7,312$774K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,897$732K<0.01%-1,03513F-HRTimelineGroup
MACKENZIE FINANCIAL CORP6,855$726K<0.01%+2,11513F-HRTimeline
Perigon Wealth Management, LLC6,678$707K0.01%+8813F-HRTimeline
Janney Montgomery Scott LLC6,518$690K<0.01%-7813F-HRTimeline
Climber Capital SA6,203$655K0.4%+15513F-HRTimeline
Cetera Investment Advisers6,169$653K<0.01%+64313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,024$638K0.01%+74713F-HRTimelineGroup
Verity Asset Management, Inc.5,761$610K0.23%+1,51413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,722$606K<0.01%+88713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,104$540K<0.01%+74313F-HRTimelineGroup
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,000$529K<0.01%013F-HRTimelineGroup
Fisher Asset Management, LLC4,791$507K<0.01%-17013F-HRTimeline
Mutual Advisors, LLC4,675$495K0.01%-6,65913F-HRTimeline
PW Nova Financial Services LLC4,643$491K0.11%+1,76813F-HRTimeline
BFI Infinity Ltd.4,641$491K0.24%013F-HRTimeline
Waverly Advisors, LLC4,582$485K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,393$465K<0.01%+25513F-HRTimeline
Gladstone Institutional Advisory LLC4,265$451K0.01%+26613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC4,227$447K<0.01%-2413F-HRTimelineGroup
Investor's Fiduciary Advisor Network, L…3,883$410K0.14%-20013F-HRTimeline
VIAWEALTH, LLC3,807$403K0.2%+13813F-HRTimeline
Prime Capital Investment Advisors, LLC3,783$400K<0.01%-113F-HRTimeline
NewEdge Wealth, LLC3,707$392K<0.01%-37313F-HRTimeline
Creative Planningin group Creative Planning3,685$390K<0.01%-1,00713F-HRTimelineGroup
Comprehensive Money Management Services…3,572$378K0.24%013F-HRTimeline
Mariner, LLCin group Mariner, LLC3,484$369K<0.01%+31413F-HRTimelineGroup
First Bancorp, Inc /ME/3,450$365K0.14%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC3,064$324K<0.01%-20,36113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC3,030$321K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC2,942$311K<0.01%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC2,689$285K0.01%-4,08013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,541$269K<0.01%+27913F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,300$243K0.01%013F-HRTimeline
Allworth Financial LP2,170$230K<0.01%-7413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP2,168$229K<0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,050$217K<0.01%-19313F-HRTimelineGroup
HRT FINANCIAL LP1,981$209K<0.01%new13F-HRTimeline
GTS SECURITIES LLC1,952$207K<0.01%-6,42613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,872$198K<0.01%-2013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,770$187K<0.01%+1313F-HRTimelineGroup
YANKCOM Partnership1,589$168K0.06%013F-HRTimeline
Integrated Wealth Concepts LLC1,107$117K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA946$100K0.01%013F-HRTimeline
CX Institutional941$100K<0.01%-56713F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…911$96.7K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC810$85.7K0.01%+813F-HRTimeline
FMR LLCin group FMR LLC696$73.6K<0.01%-1213F-HRTimelineGroup
Advisors Preferred, LLCin group Advisors Preferred, LLC682$73.5K0.01%new13F-HRTimelineGroup
Arax Advisory Partners675$71.4K<0.01%+52513F-HRTimeline
Steward Partners Investment Advisory, L…510$54K<0.01%-47513F-HRTimeline
TRUST CO OF VERMONT376$39.8K<0.01%13F-HRTimeline
Belvedere Trading LLC360$38.1K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\330$34.9K<0.01%-8313F-HRTimelineGroup
Front Row Advisors LLC308$34.8K0.01%013F-HRTimeline
SYM FINANCIAL Corp301$31.8K<0.01%+313F-HRTimeline
LRI Investments, LLC300$31.8K<0.01%new13F-HRTimeline
AE Wealth Management LLC299$31.6K<0.01%-3513F-HRTimeline
SBI Securities Co., Ltd.287$30.4K<0.01%-2513F-HRTimeline
Lodestone Wealth Management LLC267$28.3K0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…267$28K0.01%-17513F-HRTimeline
Cranbrook Wealth Management, LLC198$21K<0.01%013F-HRTimeline
EPG Wealth Management LLC181$19.1K<0.01%+213F-HRTimeline
IFP Advisors, Inc104$11K<0.01%013F-HRTimeline
Buck Wealth Strategies, LLC100$10.6K<0.01%new13F-HRTimeline
Vision Retirement, LLC65$6.88K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.60$6.35K<0.01%013F-HRTimeline
NewEdge Advisors, LLC50$5.29K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC46$4.87K<0.01%013F-HRTimeline
Westside Investment Management, Inc.45$4.76K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division36$3.81K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…26$2.75K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL25$2.65K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC25$2.64K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22$2.32K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.16$1.69K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.10$1K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd8$847<0.01%-5313F-HRTimeline