Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 809 institutions that hold shares in the stock, with a total of 479 Million shares, which have been reported (via 13F filing form) to have a value of $33.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
129,298
shares
|
$8.94 Million
2.78% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
128,095
shares
|
$8.86 Million
2.14% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
124,191
shares
|
$8.59 Million
0.9% of portfolio
|
Q4 2023
Added 2.16%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
123,015
shares
|
$8.51 Million
1.29% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
120,979
shares
|
$8.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 95.01%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
119,213
shares
|
$8.24 Million
1.01% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
118,153
shares
|
$8.17 Million
3.61% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
117,659
shares
|
$8.13 Million
4.54% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
St. Louis Trust CO
|
Nov 07, 2024 Q3 2024 |
111,211
shares
|
$7.69 Million
1.14% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
110,365
shares
|
$7.63 Million
5.25% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
109,137
shares
|
$7.55 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
108,576
shares
|
$7.51 Million
1.43% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
107,437
shares
|
$7.43 Million
1.38% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
101,969
shares
|
$7.05 Million
0.16% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
100,500
shares
|
$6.95 Million
3.93% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
98,302
shares
|
$6.8 Million
0.15% of portfolio
|
Q1 2024
Added 1.81%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
98,044
shares
|
$6.78 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Oct 23, 2024 Q3 2024 |
97,354
shares
|
$6.73 Million
3.75% of portfolio
|
Q3 2024
Added 39.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
94,089
shares
|
$6.51 Million
0.01% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
93,993
shares
|
$6.5 Million
2.09% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Newton One Investments LLC
|
Oct 17, 2024 Q3 2024 |
93,822
shares
|
$6.49 Million
2.73% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Fc Advisory LLC
|
Oct 07, 2024 Q3 2024 |
93,543
shares
|
$6.47 Million
2.3% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
93,270
shares
|
$6.45 Million
1.19% of portfolio
|
Q3 2024
Added 10.81%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
91,896
shares
|
$6.35 Million
0.88% of portfolio
|
Q2 2023
Added 0.36%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
91,630
shares
|
$6.34 Million
2.66% of portfolio
|
Q3 2024
Reduced 0.43%
|