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 |
|---|---|---|---|---|---|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
757,354
shares
|
$51.5 Million
3.56% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
732,589
shares
|
$49.8 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
640,256
shares
|
$43.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
629,000
shares
|
$42.8 Million
8.66% of portfolio
|
Q3 2024
Added 15.37%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
590,574
shares
|
$40.2 Million
1.96% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
581,427
shares
|
$39.5 Million
2.72% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
560,380
shares
|
$38.1 Million
0.04% of portfolio
|
Q3 2024
Added 14.52%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
541,454
shares
|
$36.8 Million
1.99% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
538,117
shares
|
$36.6 Million
1.68% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
511,123
shares
|
$34.8 Million
3.47% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
506,373
shares
|
$34.4 Million
15.27% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
498,932
shares
|
$33.9 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
490,557
shares
|
$33.4 Million
10.5% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
476,688
shares
|
$32.4 Million
0.04% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
452,444
shares
|
$30.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
435,453
shares
|
$29.6 Million
11.4% of portfolio
|
Q4 2022
Reduced 1.11%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
430,560
shares
|
$29.3 Million
1.5% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
417,060
shares
|
$28.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
415,109
shares
|
$28.2 Million
0.73% of portfolio
|
Q3 2024
Added 13.57%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
412,277
shares
|
$28 Million
0.48% of portfolio
|
Q3 2024
Added 23.61%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
407,013
shares
|
$27.7 Million
2.01% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Allen Investment Management LLC
|
Nov 07, 2024 Q3 2024 |
399,573
shares
|
$27.2 Million
0.35% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
385,521
shares
|
$26.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
381,856
shares
|
$26 Million
8.39% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
357,757
shares
|
$24.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.9%
|