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Disclosery

MXI ISHARES TR

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GLOBAL MATER ETF (fund)

84 managers (84 13F filers) reported a position in MXI shares at 2025-09-30, 902,554 shares in all. 8 filers opened a position and 6 filers sold out during the quarter.

Managers
84
13F filers
84
New
8
Added
18
Reduced
30
Sold out
6
Shares held by filers
902,554

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC180,236$16.7M2.22%+10,06413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY150,441$13.9M<0.01%+7,15113F-HR/ATimelineGroup
HighTower Advisors, LLC105,540$9.76M0.01%+69213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/75,512$6.98M<0.01%+2,07513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN63,777$5.9M<0.01%+38013F-HRTimelineGroup
LPL Financial LLC31,583$2.92M<0.01%+1,13113F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …24,817$2.29M0.06%-24,81713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,757$2.1M<0.01%+6,56113F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,861$2.02M<0.01%-2,31913F-HRTimelineGroup
FLOW TRADERS U.S. LLC21,428$1.98M0.08%+6,04413F-HRTimeline
Wealth Advisors of Tampa Bay, LLC16,988$1.57M0.52%+31513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,222$1.41M<0.01%-1,73613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,427$1.15M<0.01%-16,90313F-HRTimelineGroup
Mutual Advisors, LLC12,069$1.11M0.02%+62513F-HRTimeline
Private Advisor Group, LLC9,493$878K<0.01%+84513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,155$753K<0.01%+95913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,724$699K<0.01%-37913F-HRTimelineGroup
Janney Montgomery Scott LLC7,311$676K<0.01%-36713F-HRTimeline
Creative Planningin group Creative Planning7,259$671K<0.01%-18113F-HRTimelineGroup
Sava Infond d.o.o.6,800$629K0.09%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC6,357$588K<0.01%+85213F-HRTimelineGroup
Gladstone Institutional Advisory LLC6,042$559K0.02%+1,54513F-HRTimeline
Fisher Asset Management, LLC5,920$547K<0.01%-48113F-HRTimeline
Cresset Asset Management, LLC4,810$445K<0.01%-1,42513F-HR/ATimeline
Investor's Fiduciary Advisor Network, L…4,283$396K0.13%-5013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,090$378K<0.01%-13813F-HRTimelineGroup
First Bancorp, Inc /ME/4,050$375K0.2%-7013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.4,047$374K<0.01%-39613F-HRTimelineGroup
NewEdge Wealth, LLC4,080$364K0.01%013F-HRTimeline
Perigon Wealth Management, LLC3,751$347K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC3,732$345K<0.01%+3813F-HRTimeline
VIAWEALTH, LLC3,644$337K0.18%-89713F-HRTimeline
Comprehensive Money Management Services…3,572$330K0.23%-68513F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3,498$323K<0.01%-20,10013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,420$316K<0.01%-64813F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,195$295K<0.01%013F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC3,030$280K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,673$247K<0.01%-35513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,300$213K0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,272$210K<0.01%new13F-HRTimelineGroup
Allworth Financial LP2,170$201K<0.01%+19413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,842$170K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,618$150K<0.01%+2213F-HRTimelineGroup
YANKCOM Partnership1,589$147K0.07%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,513$140K<0.01%-27413F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,472$134K<0.01%-7313F-HRTimelineGroup
COMERICA BANK1,094$101K<0.01%-4313F-HRTimeline
MAI Capital Management979$90.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…821$75.9K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…798$73.8K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC796$73.6K0.01%-20013F-HRTimeline
Hopwood Financial Services, Inc.627$58K0.04%013F-HRTimeline
FMR LLCin group FMR LLC543$50.2K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA540$49.9K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC525$48.5K<0.01%new13F-HRTimeline
Cranbrook Wealth Management, LLC463$42.8K0.01%-17313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…457$42.3K<0.01%013F-HRTimelineGroup
Farmers & Merchants Trust Co of Chamber…442$41K0.01%013F-HRTimeline
TRUST CO OF VERMONT376$34.8K<0.01%013F-HRTimeline
AE Wealth Management LLC334$30.9K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\330$30.5K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC308$28.5K0.01%-2513F-HRTimeline
SYM FINANCIAL Corp296$27.3K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…285$26.4K<0.01%-8,59613F-HRTimelineGroup
CX Institutional263$24K<0.01%-69213F-HRTimeline
GPS Wealth Strategies Group, LLC259$23.9K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd222$20.5K<0.01%+4013F-HRTimeline
Sunbelt Securities, Inc.213$19.7K<0.01%-5913F-HRTimeline
SBI Securities Co., Ltd.211$19.5K<0.01%-11013F-HRTimeline
Advisory Services Network, LLC200$18.5K<0.01%new13F-HRTimeline
EPG Wealth Management LLC178$16.4K<0.01%013F-HRTimeline
Sound Income Strategies, LLC106$9.72K<0.01%013F-HRTimeline
IFP Advisors, Inc104$9.62K<0.01%013F-HR/ATimeline
BLAIR WILLIAM & CO/IL100$9.25K<0.01%-20013F-HRTimeline
FSA Wealth Management LLC74$6.83K<0.01%-3013F-HRTimeline
Geneos Wealth Management Inc.60$5.55K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC46$4.25K<0.01%013F-HRTimeline
Central Pacific Bank - Trust Division36$3.33K<0.01%013F-HRTimeline
NewEdge Advisors, LLC35$3.24K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22$2.03K<0.01%new13F-HR/ATimelineGroup
Blue Trust, Inc.16$1.48K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC12$1.11K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.10$1K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$277<0.01%013F-HRTimelineGroup