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 |
|---|---|---|---|---|---|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
490
shares
|
$40,915
0.0% of portfolio
|
Q2 2025
Reduced 21.35%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
490
shares
|
$40,915
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
475
shares
|
$39,662
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
457
shares
|
$38,159
0.02% of portfolio
|
Q4 2024
Reduced 72.78%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
449
shares
|
$37,491
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
436
shares
|
$36,406
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
433
shares
|
$36,155
0.01% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
426
shares
|
$35,571
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
406
shares
|
$33,901
0.01% of portfolio
|
Q1 2023
Added 13.73%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
401
shares
|
$33,483
0.02% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
398
shares
|
$33,233
0.02% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
389
shares
|
$32,481
0.02% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
389
shares
|
$32,481
0.01% of portfolio
|
Q4 2023
Reduced 46.64%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
369
shares
|
$30,811
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
367
shares
|
$30,644
0.0% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
332
shares
|
$27,722
0.01% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
324
shares
|
$27,054
0.01% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
312
shares
|
$26,052
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
285
shares
|
$23,797
0.0% of portfolio
|
Q3 2024
Reduced 45.4%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
276
shares
|
$23,046
0.0% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
267
shares
|
$22,294
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
252
shares
|
$21,042
0.0% of portfolio
|
Q2 2023
Added 4.13%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
245
shares
|
$20,457
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
241
shares
|
$20,123
0.0% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
230
shares
|
$19,205
0.01% of portfolio
|
Q1 2025
New holding
|