IONR · ioneer Ltd

$3.17 -0.01 (-0.31%)

Market Cap

$262.25M

80.20M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 33

Total Value: $11,177,466

Total Shares: 2,581,404

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 33 13F filers · Δ vs Mar 31, 2026

Top Holder

72.6%

−5.3 pts

Top 5

90.2%

−4.8 pts

Top 10

95.0%

−4.4 pts

HHI

5,367

Highly concentrated−780

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +11

Institutional value: -8.6%

Shares held: -10.1%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega GOLDMAN SACHS GROUP INC	+128,167	166,395
Large Cambridge Investment Research Advisors, Inc.	+18,747	115,294
Mega MORGAN STANLEY	+6,755	10,860
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	+4,353	28,821
Mid GAMMA Investing LLC	+2,476	4,531

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega Invesco Ltd.	−363,385	1,873,219
Mega UBS Group AG	−91,002	18,606
Mega CITIGROUP INC	−86,958	13,042
Mid Integrated Wealth Concepts LLC	−46,043	142,517
Mega MILLENNIUM MANAGEMENT LLC	−22,089	10,713

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small GK Wealth Management LLC	32,034	$138,707
Large Vanguard Personalized Indexing Management, LLC	25,378	$109,886
Large HRT FINANCIAL LP	23,162	$100,291
Mid XTX Topco Ltd	20,737	$89,791
Mid INGALLS & SNYDER LLC	20,000	$86,600

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)	Open
Mega JPMORGAN CHASE & CO	5,386	$22,917
Mid EverSource Wealth Advisors, LLC	1,888	$8,033

Filter: New 13 Increased 6 Reduced 5 Sold out 2 Unchanged 9

Showing 33 of 33

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Invesco Ltd.

$8,111,038

72.57%

1,873,219

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Capital Management LLC	1,873,219	$8,111,038	100.0%	Defined

GOLDMAN SACHS GROUP INC

$720,490

6.45%

166,395

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	166,395	$720,490	100.0%	Defined

Integrated Wealth Concepts LLC

$617,098

5.52%

142,517

Cambridge Investment Research Advisors, Inc.

$499,223

4.47%

115,294

GK Wealth Management LLC

$138,707

1.24%

32,034

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$124,794

1.12%

28,821

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	28,821	$124,794	100.0%	Other

Vanguard Personalized Indexing Management, LLC

$109,886

0.98%

25,378

KING LUTHER CAPITAL MANAGEMENT CORP

$108,250

0.97%

25,000

HRT FINANCIAL LP

$100,291

0.90%

23,162

XTX Topco Ltd

$89,791

0.80%

20,737

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	20,737	$89,791	100.0%	Defined

INGALLS & SNYDER LLC

$86,600

0.77%

20,000

UBS Group AG

$80,563

0.72%

18,606

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS AG	18,606	$80,563	100.0%	Defined

BOKF, NA

$75,775

0.68%

17,500

Tower Research Capital LLC (TRC)

$63,022

0.56%

14,555

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Tower Research Capital Investments LLC	7,140	$30,916	49.1%	Other
Latour Trading LLC (Latour)	7,415	$32,106	50.9%	Defined

CITIGROUP INC

$56,471

0.51%

13,042

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	13,042	$56,471	100.0%	Defined

MORGAN STANLEY

$47,023

0.42%

10,860

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	9,255	$40,074	85.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1,605	$6,949	14.8%	Defined

MILLENNIUM MANAGEMENT LLC

$46,387

0.42%

10,713

BNP PARIBAS ARBITRAGE, SA

$40,896

0.37%

9,445

GAMMA Investing LLC

$19,619

0.18%

4,531

RHUMBLINE ADVISERS

$17,103

0.15%

3,950

Marquette Asset Management, LLC

$8,660

0.08%

2,000

ROYAL BANK OF CANADA

$4,187

0.04%

967

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	967	$4,187	100.0%	Defined

WELLS FARGO & COMPANY/MN

$2,165

0.02%

500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO CLEARING SERVICES, LLC	500	$2,165	100.0%	Defined

SHP Wealth Management

$2,087

0.02%

482

TD Waterhouse Canada Inc.

$1,948

0.02%

450

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	450	$1,948	100.0%	Defined

JONES FINANCIAL COMPANIES LLLP

$1,831

0.02%

423

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	423	$1,831	100.0%	Sole

FIFTH THIRD BANCORP

$1,299

0.01%

300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	300	$1,299	100.0%	Defined

OSAIC HOLDINGS, INC.

$1,299

0.01%

300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	300	$1,299	100.0%	Defined

Federation des caisses Desjardins du Quebec

$368

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Desjardins Securities inc.	85	$368	100.0%	Defined

Bogart Wealth, LLC

$259

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$177

0.00%

BESSEMER GROUP INC

$155

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BESSEMER TRUST Co NATIONAL ASSOCIATION	36	$155	100.0%	Defined

Caitong International Asset Management Co., Ltd

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	5,386	$22,917	100.0%	Defined

Key facts CIK 1896084 CUSIP 46211L101 13F (30d) 28 filings 28 filers Visit website