Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 931 institutions that hold shares in the stock, with a total of 509 Million shares, which have been reported (via 13F filing form) to have a value of $42.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
57,629
shares
|
$4.81 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
56,928
shares
|
$4.75 Million
0.1% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
56,660
shares
|
$4.73 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
56,659
shares
|
$4.73 Million
0.09% of portfolio
|
Q2 2025
Added 15.64%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
56,482
shares
|
$4.72 Million
0.36% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
56,352
shares
|
$4.71 Million
0.88% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
55,768
shares
|
$4.66 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
55,739
shares
|
$4.65 Million
0.24% of portfolio
|
Q2 2025
Added 23.88%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
55,137
shares
|
$4.6 Million
0.46% of portfolio
|
Q2 2025
Added 34.72%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
55,048
shares
|
$4.6 Million
0.64% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
54,712
shares
|
$4.57 Million
1.1% of portfolio
|
Q3 2025
Added 14.65%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
54,459
shares
|
$4.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 84.93%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
54,412
shares
|
$4.54 Million
3.63% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 14, 2025 Q3 2025 |
53,991
shares
|
$4.51 Million
2.89% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
53,846
shares
|
$4.5 Million
0.97% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
52,656
shares
|
$4.4 Million
0.84% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
52,568
shares
|
$4.39 Million
0.02% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
52,156
shares
|
$4.36 Million
0.1% of portfolio
|
Q2 2025
Added 46.66%
|
|
|
Everest Management Corp.
Cupertino, CA |
Aug 04, 2025 Q2 2025 |
51,676
shares
|
$4.31 Million
2.87% of portfolio
|
Q4 2024
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
51,139
shares
|
$4.27 Million
0.44% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
50,601
shares
|
$4.23 Million
0.03% of portfolio
|
Q2 2025
Added 35.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
50,323
shares
|
$4.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.05%
|
|
|
Advisory Resource Group
|
Oct 22, 2025 Q3 2025 |
50,052
shares
|
$4.18 Million
0.95% of portfolio
|
Q3 2025
Added 18.79%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
50,036
shares
|
$4.18 Million
0.27% of portfolio
|
Q2 2025
Reduced 20.28%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
49,428
shares
|
$4.13 Million
0.5% of portfolio
|
Q2 2025
Added 1.65%
|