Stock ownership · SEC 13F · Q1 2025

IONEER LTD

Institutional ownership of IONEER LTD (CUSIP 46211L101) - who holds it, how concentrated it is, and what moved last quarter.

$113K
Reported value
2
Institutions
100%
Top-5 share

The verdict

2 institutions report $113K of IONEER LTD positions as of Q1 2025, with ownership heavily concentrated in a handful of holders.

2
institutions hold it
$113K
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q1 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46211L101 · Q1 2025 $0M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-QUIET · BOOK-SHORT

  • VALUE-TRACE $0.1M
  • HOLDERS-FOCUS 2 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-QUIET 0 new
  • BOOK-SHORT 1Q history

Read with: Ownership concentration guide - IONEER LTD's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Top Institutional Holders

# Institution Shares Value Share of reported
1 GK Wealth Management LLC 28,950 $113K 99.8%
2 JONES FINANCIAL COMPANIES LLLP 56 $222 0.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among IONEER LTD's reported holders for Q1 2025, by reported value:

Shared-defined discretion (DFND)
99.8%
Sole discretion (SOLE)
0.2%

Frequently Asked Questions

How many institutions hold IONEER LTD?▼
IONEER LTD is held by 2 institutional investors per the latest SEC Form 13F filings as of Q1 2025.
What is the total institutional value of IONEER LTD?▼
Institutions report $113K of IONEER LTD as of Q1 2025.
How concentrated is ownership of IONEER LTD?▼
The top five institutional holders account for 100% of the reported institutional value in IONEER LTD, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of IONEER LTD?▼
GK Wealth Management LLC is the largest reported holder of IONEER LTD with $113K across 28,950 shares as of Q1 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.