Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 806 institutions that hold shares in the stock, with a total of 480 Million shares, which have been reported (via 13F filing form) to have a value of $32.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,604,297
shares
|
$109 Million
0.17% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
1,587,069
shares
|
$108 Million
3.12% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,473,983
shares
|
$100 Million
0.02% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
1,473,114
shares
|
$100 Million
0.3% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
1,451,908
shares
|
$98.8 Million
9.56% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
1,448,106
shares
|
$98.5 Million
0.24% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,310,513
shares
|
$89.1 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
1,308,352
shares
|
$89 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
1,275,136
shares
|
$86.7 Million
11.59% of portfolio
|
Q3 2024
Reduced 8.71%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
1,268,285
shares
|
$86.3 Million
3.87% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,168,800
shares
|
$79.5 Million
1.35% of portfolio
|
Q4 2022
Reduced 15.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
1,097,050
shares
|
$74.6 Million
0.01% of portfolio
|
Q3 2024
Added 42.34%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
1,084,114
shares
|
$73.7 Million
1.14% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
1,068,877
shares
|
$72.7 Million
5.96% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
1,049,789
shares
|
$71.4 Million
0.42% of portfolio
|
Q3 2024
Added 259.35%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
1,042,472
shares
|
$70.9 Million
0.8% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
972,505
shares
|
$66.1 Million
0.1% of portfolio
|
Q3 2024
Added 46.19%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
971,449
shares
|
$66.1 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
927,921
shares
|
$63.1 Million
8.88% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
885,041
shares
|
$60.2 Million
3.96% of portfolio
|
Q3 2024
Reduced 15.09%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
865,310
shares
|
$58.9 Million
1.48% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
849,118
shares
|
$57.8 Million
0.63% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
778,686
shares
|
$53 Million
4.51% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
770,126
shares
|
$52.4 Million
2.59% of portfolio
|
Q3 2024
Added 11.81%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
762,082
shares
|
$51.8 Million
0.57% of portfolio
|
Q3 2024
Added 5.35%
|