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 |
|---|---|---|---|---|---|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
124,191
shares
|
$10.4 Million
0.9% of portfolio
|
Q4 2023
Added 2.16%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
124,095
shares
|
$10.4 Million
0.06% of portfolio
|
Q2 2025
Added 397.61%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
124,003
shares
|
$10.4 Million
4.91% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
123,020
shares
|
$10.3 Million
0.02% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
120,221
shares
|
$10 Million
0.86% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
119,802
shares
|
$10 Million
0.01% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
113,052
shares
|
$9.44 Million
2.43% of portfolio
|
Q2 2025
Added 110.15%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
111,414
shares
|
$9.3 Million
6.98% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
111,335
shares
|
$9.3 Million
2.63% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
109,442
shares
|
$9.14 Million
0.04% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
108,477
shares
|
$9.06 Million
0.34% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
107,786
shares
|
$9 Million
3.13% of portfolio
|
Q2 2025
Reduced 76.3%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
107,527
shares
|
$8.98 Million
0.14% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
103,123
shares
|
$8.61 Million
0.11% of portfolio
|
Q3 2025
Added 88.51%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
100,735
shares
|
$8.41 Million
0.04% of portfolio
|
Q4 2024
Added 57.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
100,731
shares
|
$8.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
100,046
shares
|
$8.35 Million
0.2% of portfolio
|
Q2 2025
Added 1722.0%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
99,874
shares
|
$8.34 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
99,347
shares
|
$8.3 Million
4.77% of portfolio
|
Q3 2025
Reduced 27.58%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
98,565
shares
|
$8.23 Million
0.09% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
98,302
shares
|
$8.21 Million
0.15% of portfolio
|
Q1 2024
Added 1.81%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
98,100
shares
|
$8.19 Million
2.4% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
98,093
shares
|
$8.19 Million
1.26% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
97,863
shares
|
$8.17 Million
3.46% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
96,307
shares
|
$8.04 Million
2.62% of portfolio
|
Q3 2025
Reduced 23.23%
|