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 |
---|---|---|---|---|---|
Magnolia Wealth Management, LLC
|
May 10, 2024 Q1 2024 |
358,662
shares
|
$24.7 Million
9.93% of portfolio
|
Q1 2024
Added 99.17%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
340,429
shares
|
$23.5 Million
0.53% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
330,397
shares
|
$22.8 Million
0.7% of portfolio
|
Q1 2024
Added 16.33%
|
|
Chesley Taft & Associates LLC
|
Apr 15, 2024 Q1 2024 |
329,684
shares
|
$22.7 Million
1.15% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 22, 2024 Q1 2024 |
308,771
shares
|
$21.3 Million
5.35% of portfolio
|
Q1 2024
Added 1.04%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
299,691
shares
|
$20.7 Million
0.23% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
Kovitz Investment Group Partners, LLC
|
May 14, 2024 Q1 2024 |
295,646
shares
|
$20.4 Million
0.3% of portfolio
|
Q1 2024
Reduced 7.67%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
295,358
shares
|
$20.4 Million
0.92% of portfolio
|
Q1 2024
Added 8.84%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
290,026
shares
|
$20 Million
3.37% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
289,315
shares
|
$19.9 Million
0.08% of portfolio
|
Q1 2024
Added 5.16%
|
|
Stone House Investment Management, LLC
|
May 15, 2024 Q1 2024 |
285,130
shares
|
$19.7 Million
4.6% of portfolio
|
Q1 2024
Added 24.07%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
271,870
shares
|
$18.7 Million
3.77% of portfolio
|
Q3 2022
Added 12.21%
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 17, 2024 Q1 2024 |
264,625
shares
|
$18.2 Million
8.04% of portfolio
|
Q1 2024
Added 1.14%
|
|
First Hawaiian Bank
|
Apr 05, 2024 Q1 2024 |
261,526
shares
|
$18 Million
0.56% of portfolio
|
Q1 2024
Added 1.05%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 02, 2024 Q1 2024 |
254,485
shares
|
$17.5 Million
4.7% of portfolio
|
Q1 2024
Reduced 3.54%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
253,385
shares
|
$17.5 Million
0.05% of portfolio
|
Q1 2024
Added 0.91%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
251,286
shares
|
$17.3 Million
0.44% of portfolio
|
Q1 2024
Reduced 63.56%
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
249,045
shares
|
$17.2 Million
0.34% of portfolio
|
Q1 2024
Added 66.84%
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
245,521
shares
|
$16.9 Million
1.79% of portfolio
|
Q1 2024
Reduced 7.79%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
240,680
shares
|
$16.6 Million
0.06% of portfolio
|
Q1 2024
Reduced 3.67%
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
238,766
shares
|
$16.5 Million
2.62% of portfolio
|
Q3 2022
Added 0.23%
|
|
Verus Financial Partners, Inc.
|
May 07, 2024 Q1 2024 |
236,057
shares
|
$16.3 Million
1.88% of portfolio
|
Q1 2024
Reduced 6.52%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
236,014
shares
|
$16.3 Million
0.05% of portfolio
|
Q1 2024
Reduced 55.78%
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 15, 2024 Q1 2024 |
235,977
shares
|
$16.3 Million
17.59% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
235,049
shares
|
$16.2 Million
1.7% of portfolio
|
Q2 2023
Added 2.31%
|