Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 936 institutions that hold shares in the stock, with a total of 503 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
813,228
shares
|
$66.5 Million
1.42% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
811,823
shares
|
$66.4 Million
0.19% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Legacy Wealth Management, Inc
|
Jul 17, 2025 Q2 2025 |
773,338
shares
|
$63.3 Million
3.72% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
731,202
shares
|
$59.8 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
699,074
shares
|
$57.2 Million
2.12% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
693,789
shares
|
$56.8 Million
0.04% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
645,801
shares
|
$52.8 Million
6.55% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
617,766
shares
|
$50.5 Million
18.2% of portfolio
|
Q2 2025
Added 11.9%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
611,758
shares
|
$50 Million
2.72% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
593,428
shares
|
$48.5 Million
0.81% of portfolio
|
Q2 2025
Added 59.39%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
551,873
shares
|
$45.1 Million
2.21% of portfolio
|
Q2 2025
Added 32.48%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
547,600
shares
|
$44.8 Million
8.66% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
538,117
shares
|
$44 Million
1.68% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
522,550
shares
|
$42.7 Million
10.95% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
521,227
shares
|
$42.6 Million
1.82% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
517,985
shares
|
$42.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
509,291
shares
|
$41.7 Million
2.98% of portfolio
|
Q2 2025
Reduced 6.55%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
470,976
shares
|
$38.5 Million
0.93% of portfolio
|
Q2 2025
Added 53.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
466,172
shares
|
$38.1 Million
0.68% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
457,941
shares
|
$37.5 Million
1.61% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
452,444
shares
|
$37 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
446,500
shares
|
$36.5 Million
2.92% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
440,107
shares
|
$36 Million
0.3% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
436,045
shares
|
$35.7 Million
0.1% of portfolio
|
Q2 2025
Added 25.5%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
435,453
shares
|
$35.6 Million
11.4% of portfolio
|
Q4 2022
Reduced 1.11%
|