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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
36,034
shares
|
$3.01 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.15%
|
|
|
Marietta Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
35,922
shares
|
$3 Million
0.39% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
35,796
shares
|
$2.99 Million
0.23% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
35,778
shares
|
$2.99 Million
0.68% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
35,488
shares
|
$2.96 Million
0.06% of portfolio
|
Q4 2023
Reduced 2.19%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
35,152
shares
|
$2.94 Million
0.17% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
34,877
shares
|
$2.91 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
34,827
shares
|
$2.91 Million
1.07% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
34,515
shares
|
$2.88 Million
0.24% of portfolio
|
Q2 2025
Added 9.93%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
34,468
shares
|
$2.88 Million
0.75% of portfolio
|
Q3 2025
Reduced 8.91%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
34,399
shares
|
$2.87 Million
0.69% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
34,350
shares
|
$2.87 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
34,340
shares
|
$2.87 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Briggs Advisory Group, Inc.
|
Oct 27, 2023 Q3 2023 |
34,135
shares
|
$2.85 Million
1.17% of portfolio
|
Q3 2023
Reduced 0.22%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
33,994
shares
|
$2.84 Million
0.25% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
33,872
shares
|
$2.83 Million
0.66% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
33,699
shares
|
$2.81 Million
1.12% of portfolio
|
Q2 2023
Reduced 3.34%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
33,566
shares
|
$2.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
33,539
shares
|
$2.8 Million
0.5% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
33,349
shares
|
$2.78 Million
0.1% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
32,564
shares
|
$2.72 Million
0.04% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
32,415
shares
|
$2.71 Million
1.04% of portfolio
|
Q4 2022
Added 22.02%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
31,755
shares
|
$2.65 Million
0.61% of portfolio
|
Q3 2025
Reduced 8.86%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
31,734
shares
|
$2.65 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
31,664
shares
|
$2.64 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.41%
|