Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 750 institutions that hold shares in the stock, with a total of 473 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 |
---|---|---|---|---|---|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
699,451
shares
|
$48.2 Million
0.0% of portfolio
|
Q1 2024
Added 4.37%
|
|
New England Professional Planning Group Inc.
|
Apr 12, 2024 Q1 2024 |
698,682
shares
|
$48.2 Million
24.73% of portfolio
|
Q1 2024
Added 0.85%
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
678,448
shares
|
$46.8 Million
0.51% of portfolio
|
Q1 2024
Reduced 48.14%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
633,041
shares
|
$43.6 Million
0.14% of portfolio
|
Q1 2024
Added 279.35%
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 13, 2024 Q1 2024 |
614,286
shares
|
$42.3 Million
2.27% of portfolio
|
Q1 2024
Added 1978.17%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
538,117
shares
|
$37.1 Million
1.68% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
Charter Oak Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
534,453
shares
|
$36.8 Million
3.89% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
495,951
shares
|
$34.2 Million
0.67% of portfolio
|
Q1 2024
Reduced 3.56%
|
|
Youngs Advisory Group, Inc.
|
May 03, 2024 Q1 2024 |
490,971
shares
|
$33.8 Million
14.92% of portfolio
|
Q1 2024
Added 4.47%
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
May 01, 2024 Q1 2024 |
486,600
shares
|
$33.5 Million
8.6% of portfolio
|
Q1 2024
Added 3.97%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
486,275
shares
|
$33.5 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
Lowe Brockenbrough & CO Inc
|
May 15, 2024 Q1 2024 |
483,150
shares
|
$33.3 Million
2.23% of portfolio
|
Q1 2024
Reduced 3.22%
|
|
Astoria Strategic Wealth, Inc.
|
May 07, 2024 Q1 2024 |
475,224
shares
|
$32.8 Million
10.23% of portfolio
|
Q1 2024
Added 4.31%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
467,869
shares
|
$32.2 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
453,524
shares
|
$31.3 Million
0.04% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
444,654
shares
|
$30.6 Million
0.05% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
435,453
shares
|
$30 Million
11.4% of portfolio
|
Q4 2022
Reduced 1.11%
|
|
Allen Investment Management LLC
|
May 07, 2024 Q1 2024 |
430,257
shares
|
$29.7 Million
0.37% of portfolio
|
Q1 2024
Reduced 24.45%
|
|
Equitable Trust CO
|
Apr 25, 2024 Q1 2024 |
421,994
shares
|
$29.1 Million
2.08% of portfolio
|
Q1 2024
Reduced 3.75%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
403,540
shares
|
$27.8 Million
0.06% of portfolio
|
Q1 2024
Reduced 16.62%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
390,124
shares
|
$26.9 Million
0.07% of portfolio
|
Q1 2024
Added 2.15%
|
|
Ullmann Wealth Partners Group, LLC
|
May 10, 2024 Q1 2024 |
367,669
shares
|
$25.3 Million
3.71% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
363,138
shares
|
$25 Million
0.0% of portfolio
|
Q1 2024
Added 13.75%
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
363,133
shares
|
$25 Million
0.63% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
Hill Island Financial LLC
Grand Rapids, MI |
May 10, 2024 Q1 2024 |
358,699
shares
|
$24.7 Million
8.04% of portfolio
|
Q1 2024
Reduced 1.13%
|