Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 857 institutions that hold shares in the stock, with a total of 484 Million shares, which have been reported (via 13F filing form) to have a value of $34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
40,240
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
Added 21.39%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
39,743
shares
|
$2.79 Million
0.08% of portfolio
|
Q4 2024
Added 15.96%
|
|
|
New England Professional Planning Group Inc.
|
Feb 03, 2025 Q4 2024 |
39,559
shares
|
$2.78 Million
1.3% of portfolio
|
Q4 2024
Reduced 19.02%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
38,405
shares
|
$2.7 Million
0.41% of portfolio
|
Q4 2023
Added 6.09%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
38,137
shares
|
$2.68 Million
1.31% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
37,993
shares
|
$2.67 Million
0.24% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
37,931
shares
|
$2.67 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
37,868
shares
|
$2.66 Million
0.72% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
37,537
shares
|
$2.64 Million
2.5% of portfolio
|
Q4 2024
New holding
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
37,512
shares
|
$2.64 Million
0.72% of portfolio
|
Q1 2025
Added 55.88%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
37,385
shares
|
$2.63 Million
0.17% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
37,321
shares
|
$2.62 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
37,215
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
36,984
shares
|
$2.6 Million
0.28% of portfolio
|
Q4 2024
Added 24.83%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
36,945
shares
|
$2.6 Million
0.04% of portfolio
|
Q4 2024
Added 7.99%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
36,641
shares
|
$2.58 Million
0.36% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
36,515
shares
|
$2.57 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
36,234
shares
|
$2.55 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
36,065
shares
|
$2.53 Million
0.04% of portfolio
|
Q4 2024
Added 13.48%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
35,806
shares
|
$2.52 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
35,788
shares
|
$2.52 Million
0.69% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
35,488
shares
|
$2.49 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
34,855
shares
|
$2.45 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
34,384
shares
|
$2.42 Million
0.03% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
34,135
shares
|
$2.4 Million
1.17% of portfolio
|
Q3 2023
Reduced 0.22%
|