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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
834,183
shares
|
$69.7 Million
0.12% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
811,823
shares
|
$67.8 Million
0.19% of portfolio
|
Q2 2025
Added 9.21%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
787,744
shares
|
$65.8 Million
1.37% of portfolio
|
Q3 2025
Reduced 3.13%
|
|
|
Legacy Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
764,113
shares
|
$63.8 Million
3.72% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
730,449
shares
|
$61 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
699,074
shares
|
$58.4 Million
2.12% of portfolio
|
Q2 2025
Added 11.55%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
693,789
shares
|
$57.9 Million
0.04% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
645,801
shares
|
$53.9 Million
6.55% of portfolio
|
Q2 2025
Added 13.35%
|
|
|
Youngs Advisory Group, Inc.
|
Oct 22, 2025 Q3 2025 |
624,144
shares
|
$52.1 Million
18.38% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
611,758
shares
|
$51.1 Million
2.72% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
551,873
shares
|
$46.1 Million
2.21% of portfolio
|
Q2 2025
Added 32.48%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Aug 13, 2025 Q2 2025 |
547,600
shares
|
$45.7 Million
8.66% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
538,117
shares
|
$44.9 Million
1.68% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
531,999
shares
|
$44.4 Million
0.72% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
522,550
shares
|
$43.6 Million
10.95% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
521,227
shares
|
$43.5 Million
1.82% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
517,985
shares
|
$43.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
493,141
shares
|
$41.2 Million
2.82% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
483,513
shares
|
$40.4 Million
1.06% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
466,172
shares
|
$38.9 Million
0.68% of portfolio
|
Q2 2025
Added 12.68%
|
|
|
Adventist Health System
Roseville, CA |
Oct 21, 2025 Q3 2025 |
462,368
shares
|
$38.6 Million
6.22% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
457,941
shares
|
$38.2 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
|
$37.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
450,702
shares
|
$37.6 Million
1.59% of portfolio
|
Q3 2025
Added 5.53%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
440,107
shares
|
$36.7 Million
0.3% of portfolio
|
Q2 2025
Added 1.74%
|