Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 936 institutions that hold shares in the stock, with a total of 503 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
164,979
shares
|
$13.5 Million
5.59% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
164,397
shares
|
$13.4 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
|
$13.4 Million
7.15% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
160,671
shares
|
$13.1 Million
0.52% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
159,640
shares
|
$13.1 Million
0.32% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
158,747
shares
|
$13 Million
1.04% of portfolio
|
Q2 2025
Added 574.11%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
157,913
shares
|
$12.9 Million
0.05% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
157,436
shares
|
$12.9 Million
1.73% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
156,155
shares
|
$12.8 Million
1.25% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
153,444
shares
|
$12.6 Million
6.25% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
152,085
shares
|
$12.4 Million
2.1% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
150,873
shares
|
$12.3 Million
6.09% of portfolio
|
Q1 2023
Added 3.81%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
149,794
shares
|
$12.3 Million
7.1% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
144,702
shares
|
$11.8 Million
0.85% of portfolio
|
Q2 2023
Added 7.11%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
144,702
shares
|
$11.8 Million
0.85% of portfolio
|
Q2 2023
Added 7.11%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
143,941
shares
|
$11.8 Million
5.79% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
141,952
shares
|
$11.6 Million
6.13% of portfolio
|
Q2 2025
Added 15.89%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
137,176
shares
|
$11.2 Million
6.09% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
136,894
shares
|
$11.2 Million
0.35% of portfolio
|
Q2 2025
Reduced 14.32%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
133,604
shares
|
$10.9 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
132,939
shares
|
$10.9 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
|
$10.6 Million
2.78% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
126,530
shares
|
$10.4 Million
3.47% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
126,048
shares
|
$10.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
125,448
shares
|
$10.3 Million
3.47% of portfolio
|
Q2 2025
Added 13.28%
|