Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 750 institutions that hold shares in the stock, with a total of 473 Million shares, which have been reported (via 13F filing form) to have a value of $32.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Divergent Wealth Advisors
|
May 10, 2024 Q1 2024 |
64,044
shares
|
$4.41 Million
0.87% of portfolio
|
Q1 2024
Added 1.55%
|
|
Crescent Grove Advisors, LLC
|
Apr 29, 2024 Q1 2024 |
63,009
shares
|
$4.34 Million
0.46% of portfolio
|
Q1 2024
Reduced 9.31%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
62,220
shares
|
$4.29 Million
0.21% of portfolio
|
Q1 2024
Reduced 21.04%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
60,748
shares
|
$4.19 Million
0.05% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
Nwam LLC
Mercer Island, WA |
May 09, 2024 Q1 2024 |
60,183
shares
|
$4.15 Million
0.34% of portfolio
|
Q1 2024
Added 3.78%
|
|
Windward Private Wealth Management Inc.
|
May 06, 2024 Q1 2024 |
59,503
shares
|
$4.1 Million
1.65% of portfolio
|
Q1 2024
Reduced 10.25%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
59,502
shares
|
$4.1 Million
0.3% of portfolio
|
Q4 2023
Reduced 6.99%
|
|
Trust CO Of Virginia
|
Apr 16, 2024 Q1 2024 |
59,369
shares
|
$4.09 Million
0.39% of portfolio
|
Q1 2024
Reduced 4.21%
|
|
Burt Wealth Advisors
|
Apr 18, 2024 Q1 2024 |
59,135
shares
|
$4.08 Million
1.02% of portfolio
|
Q1 2024
Added 13.06%
|
|
Lvm Capital Management LTD
|
Apr 15, 2024 Q1 2024 |
57,660
shares
|
$3.97 Million
0.46% of portfolio
|
Q3 2023
Reduced 0.83%
|
|
Mirae Asset Global Investments Co., Ltd.
|
May 01, 2024 Q1 2024 |
57,580
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2023
Added 47.53%
|
|
Nbt Bank N A
|
Apr 24, 2024 Q1 2024 |
56,358
shares
|
$3.88 Million
0.28% of portfolio
|
Q1 2024
Added 14.8%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
55,644
shares
|
$3.83 Million
0.01% of portfolio
|
Q1 2024
Added 10.2%
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 29, 2024 Q1 2024 |
55,530
shares
|
$3.83 Million
0.42% of portfolio
|
Q4 2023
Reduced 4.8%
|
|
Ma Private Wealth
|
Apr 30, 2024 Q1 2024 |
54,900
shares
|
$3.78 Million
0.76% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2024 Q4 2023 |
54,523
shares
|
$3.76 Million
0.61% of portfolio
|
Q4 2023
Reduced 98.05%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Apr 11, 2024 Q1 2024 |
54,079
shares
|
$3.73 Million
0.63% of portfolio
|
Q1 2024
Added 0.26%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Apr 30, 2024 Q1 2024 |
53,890
shares
|
$3.71 Million
0.21% of portfolio
|
Q1 2024
New holding
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 18, 2024 Q1 2024 |
53,840
shares
|
$3.71 Million
1.85% of portfolio
|
Q1 2024
Added 1.99%
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 24, 2024 Q1 2024 |
53,723
shares
|
$3.7 Million
3.0% of portfolio
|
Q1 2024
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
53,531
shares
|
$3.69 Million
1.24% of portfolio
|
Q1 2024
Reduced 33.01%
|
|
Wescott Financial Advisory Group, LLC
|
May 13, 2024 Q1 2024 |
53,468
shares
|
$3.69 Million
0.51% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
53,361
shares
|
$3.68 Million
0.05% of portfolio
|
Q1 2024
Added 104.46%
|
|
Sightline Wealth Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
52,607
shares
|
$3.63 Million
2.35% of portfolio
|
Q1 2024
Reduced 1.7%
|
|
Ellis Investment Partners, LLC
|
Apr 15, 2024 Q1 2024 |
51,969
shares
|
$3.58 Million
0.78% of portfolio
|
Q1 2024
Added 2.14%
|