Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 900 institutions that hold shares in the stock, with a total of 501 Million shares, which have been reported (via 13F filing form) to have a value of $38.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
57,164
shares
|
$4.42 Million
1.18% of portfolio
|
Q1 2025
Added 3.52%
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
56,660
shares
|
$4.38 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
56,341
shares
|
$4.36 Million
0.9% of portfolio
|
Q1 2025
Reduced 55.96%
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
56,285
shares
|
$4.36 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
55,547
shares
|
$4.3 Million
0.36% of portfolio
|
Q4 2024
Added 0.02%
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
55,537
shares
|
$4.3 Million
3.78% of portfolio
|
Q2 2025
Added 48.17%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
54,726
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2025
Added 7.14%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
54,093
shares
|
$4.19 Million
0.02% of portfolio
|
Q1 2025
Reduced 33.44%
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
54,035
shares
|
$4.18 Million
0.09% of portfolio
|
Q1 2025
Added 26.63%
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
53,846
shares
|
$4.17 Million
0.97% of portfolio
|
Q2 2025
Added 4.08%
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
53,797
shares
|
$4.16 Million
1.17% of portfolio
|
Q1 2025
New holding
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
53,393
shares
|
$4.13 Million
0.38% of portfolio
|
Q1 2025
Added 0.55%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
53,129
shares
|
$4.11 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
53,121
shares
|
$4.11 Million
0.79% of portfolio
|
Q1 2025
Added 1.46%
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
52,418
shares
|
$4.06 Million
0.54% of portfolio
|
Q2 2025
Added 57.25%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
52,065
shares
|
$4.03 Million
0.22% of portfolio
|
Q1 2025
Added 780.96%
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
51,676
shares
|
$4 Million
3.29% of portfolio
|
Q4 2024
New holding
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
51,286
shares
|
$3.97 Million
0.04% of portfolio
|
Q1 2025
Added 3.07%
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
51,139
shares
|
$3.96 Million
0.44% of portfolio
|
Q3 2024
Added 1.38%
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
50,399
shares
|
$3.9 Million
2.61% of portfolio
|
Q1 2025
Added 1.73%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
49,756
shares
|
$3.85 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
49,690
shares
|
$3.85 Million
0.87% of portfolio
|
Q3 2024
Added 23.67%
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
49,554
shares
|
$3.83 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
49,133
shares
|
$3.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
48,995
shares
|
$3.79 Million
0.07% of portfolio
|
Q1 2025
Added 1.98%
|