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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
173,048
shares
|
$14.4 Million
0.25% of portfolio
|
Q3 2022
Added 51.55%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
170,264
shares
|
$14.2 Million
5.51% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
164,979
shares
|
$13.8 Million
5.59% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
164,397
shares
|
$13.7 Million
4.9% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Aug 12, 2025 Q2 2025 |
163,197
shares
|
$13.6 Million
7.15% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
162,177
shares
|
$13.5 Million
1.72% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
160,608
shares
|
$13.4 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
157,913
shares
|
$13.2 Million
0.05% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
156,652
shares
|
$13.1 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
153,828
shares
|
$12.8 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
150,873
shares
|
$12.6 Million
6.09% of portfolio
|
Q1 2023
Added 3.81%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
149,794
shares
|
$12.5 Million
7.1% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
144,702
shares
|
$12.1 Million
0.85% of portfolio
|
Q2 2023
Added 7.11%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
144,702
shares
|
$12.1 Million
0.85% of portfolio
|
Q2 2023
Added 7.11%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
141,952
shares
|
$11.9 Million
6.13% of portfolio
|
Q2 2025
Added 15.89%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
141,269
shares
|
$11.8 Million
5.23% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
137,718
shares
|
$11.5 Million
5.57% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
136,894
shares
|
$11.4 Million
0.35% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
133,604
shares
|
$11.2 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
132,939
shares
|
$11.1 Million
1.46% of portfolio
|
Q3 2023
Reduced 1.11%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
129,298
shares
|
$10.8 Million
2.78% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
127,788
shares
|
$10.7 Million
1.25% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
126,388
shares
|
$10.6 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
126,048
shares
|
$10.5 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
124,788
shares
|
$10.4 Million
1.53% of portfolio
|
Q3 2025
Added 5.5%
|