IXN · Insider trading · 13F holders · Congress trades
Ishares Tr (IXN)
Who is buying and selling IXN: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 73
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IXN at a glance
- No open-market insider purchases or sales of IXN were filed in the last 90 days.
- 73 13F filers hold IXN among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Portfolio Strategies, Inc. (13.0%), Nicholson Meyer Capital Management, Inc. (7.0%) and VAUGHAN & Co SECURITIES, INC. (5.5%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in IXN.
IXN insider trading
No open-market insider purchases or sales of IXN were filed in the last 90 days.
Who owns IXN? Hedge funds and superinvestors
73 13F filers hold IXN among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Portfolio Strategies, Inc. (13.0%), Nicholson Meyer Capital Management, Inc. (7.0%) and VAUGHAN & Co SECURITIES, INC. (5.5%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Phoenix Financial Ltd.Investment manager | 4.0% | $578.7M | 4,005,100 | +0.0% shares | Q2 2026 |
| PGIM Custom Harvest LLCWealth manager | 2.0% | $158.0M | 1,093,248 | -0.7% shares | Q2 2026 |
| Portfolio Strategies, Inc.Wealth manager | 13.0% | $132.2M | 911,690 | -0.6% shares | Q2 2026 |
| Patten & Patten Inc/tnInvestment manager | 4.5% | $86.3M | 582,209 | +2.2% shares | Q3 2026 |
| Parallel Advisors, LLCWealth manager | 0.6% | $41.1M | 284,758 | -2.1% shares | Q2 2026 |
| Sava Penzisko Drushtvo A.d. SkopjeInvestment manager | 5.4% | $20.4M | 176,230 | -40.5% shares | Q2 2026 |
| NFSG CorpWealth manager | 1.9% | $16.3M | 109,682 | +5.8% shares | Q3 2026 |
| Summit Wealth Group, LLCWealth manager | 3.0% | $14.6M | 100,969 | +0.8% shares | Q2 2026 |
| New Insight Wealth AdvisorsWealth manager | 3.8% | $12.7M | 88,111 | -0.7% shares | Q2 2026 |
| Rollins Financial Advisors, LLCWealth manager | 1.7% | $12.6M | 87,215 | +2.1% shares | Q2 2026 |
| VAUGHAN & Co SECURITIES, INC.Wealth manager | 5.5% | $11.7M | 78,724 | -4.5% shares | Q3 2026 |
| Nicholson Meyer Capital Management, Inc.Wealth manager | 7.0% | $10.4M | 72,285 | -13.4% shares | Q2 2026 |
| Shira Ridge Wealth ManagementWealth manager | 3.5% | $10.2M | 68,795 | -0.7% shares | Q3 2026 |
| Bellwether Advisors, LLCWealth manager | 1.4% | $9.6M | 66,780 | +3.6% shares | Q2 2026 |
| Bernardo Wealth Planning LLCWealth manager | 0.8% | $9.0M | 60,632 | +91.5% shares | Q3 2026 |
| Cardinal Strategic Wealth GuidanceWealth manager | 1.9% | $8.6M | 59,402 | -9.1% shares | Q2 2026 |
| Vickerman Investment Advisors, Inc.Wealth manager | 1.6% | $8.2M | 57,026 | -39.2% shares | Q2 2026 |
| Dv Equities, LLCInvestment manager | 1.0% | $7.2M | 50,000 | +0.0% shares | Q2 2026 |
| Flagship Private Wealth, LLCWealth manager | 2.4% | $6.9M | 47,737 | -3.6% shares | Q2 2026 |
| SP Asset Management LLCWealth manager | 0.5% | $6.4M | 44,314 | +0.0% shares | Q2 2026 |
| Fca Corp /txInvestment manager | 1.5% | $6.0M | 41,725 | -0.4% shares | Q2 2026 |
| Oak Barrel Wealth Advisory LLCWealth manager | 2.5% | $5.6M | 38,569 | -42.9% shares | Q2 2026 |
| Larch Capital Partners LLCAsset manager | 0.7% | $5.2M | 35,975 | +0.0% shares | Q2 2026 |
| Defined Wealth Management, LLCWealth manager | 2.6% | $5.1M | 34,601 | -0.1% shares | Q3 2026 |
| Northland Securities, Inc.Wealth manager | 2.9% | $5.0M | 34,721 | +7.7% shares | Q2 2026 |
| Decision Investments, IncWealth manager | 4.1% | $4.5M | 30,168 | -0.4% shares | Q3 2026 |
| Eq LLCWealth manager | 1.1% | $4.4M | 30,457 | -2.7% shares | Q2 2026 |
| Charter Oak Capital Management, LLCAsset manager | 0.3% | $4.1M | 40,770 | +1.4% shares | Q1 2026 |
| J. Mark Nickell & Co.Wealth manager | 2.9% | $3.6M | 25,165 | -9.4% shares | Q2 2026 |
| Burke & Herbert Bank & Trust CoBank & trust | 0.9% | $3.5M | 24,248 | +0.0% shares | Q2 2026 |
The 30 largest of 73 positions, by value. Each manager counts with its latest 13F (Q3 2026: 29, Q2 2026: 43, Q1 2026: 1). Screen IXN in the grand portfolio →
IXN stock trades by members of Congress
No member of Congress has disclosed a trade in IXN.
IXN questions and answers
Are insiders buying IXN stock?
No open-market insider purchases or sales of IXN were filed in the last 90 days.
Which hedge funds own IXN?
73 13F filers hold IXN among their 50 largest positions, worth $1.3B combined. The biggest bets by portfolio weight are Portfolio Strategies, Inc. (13.0%), Nicholson Meyer Capital Management, Inc. (7.0%) and VAUGHAN & Co SECURITIES, INC. (5.5%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded IXN?
No member of Congress has disclosed a trade in IXN.
Who is the largest holder of IXN?
Among 13F filers, Phoenix Financial Ltd. reports the largest IXN position, $578.7M (4,005,100 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Portfolio Strategies, Inc.'s: 13.0% of its portfolio.
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