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 |
|---|---|---|---|---|---|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
125,320
shares
|
$10.3 Million
1.23% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
124,191
shares
|
$10.2 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
|
$10.2 Million
0.06% of portfolio
|
Q2 2025
Added 397.61%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
124,079
shares
|
$10.2 Million
1.68% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Carl P. Sherr & Co., LLC
|
Aug 08, 2025 Q2 2025 |
124,003
shares
|
$10.1 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
|
$10.1 Million
0.02% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
119,802
shares
|
$9.8 Million
0.01% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
118,590
shares
|
$9.7 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
118,287
shares
|
$9.68 Million
1.48% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
113,052
shares
|
$9.25 Million
2.43% of portfolio
|
Q2 2025
Added 110.15%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
111,414
shares
|
$9.11 Million
6.98% of portfolio
|
Q2 2025
Reduced 5.76%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
109,442
shares
|
$8.95 Million
0.04% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
107,830
shares
|
$8.82 Million
2.59% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
107,786
shares
|
$8.82 Million
3.13% of portfolio
|
Q2 2025
Reduced 76.3%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
107,527
shares
|
$8.8 Million
0.14% of portfolio
|
Q2 2025
Added 1.51%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
105,310
shares
|
$8.62 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.26%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
103,083
shares
|
$8.43 Million
0.33% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
100,735
shares
|
$8.24 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
|
$8.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
100,046
shares
|
$8.18 Million
0.2% of portfolio
|
Q2 2025
Added 1722.0%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
99,871
shares
|
$8.17 Million
2.43% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
98,565
shares
|
$8.06 Million
0.09% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
98,302
shares
|
$8.04 Million
0.15% of portfolio
|
Q1 2024
Added 1.81%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
98,093
shares
|
$8.02 Million
1.26% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
97,863
shares
|
$8.01 Million
3.46% of portfolio
|
Q4 2024
Added 0.52%
|