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 $31.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
46,870
shares
|
$3.12 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
46,677
shares
|
$3.11 Million
2.09% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
46,415
shares
|
$3.09 Million
1.82% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
45,581
shares
|
$3.03 Million
2.64% of portfolio
|
Q3 2024
Added 6.85%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
44,136
shares
|
$2.94 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
44,062
shares
|
$2.93 Million
0.5% of portfolio
|
Q2 2024
Reduced 18.52%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
44,010
shares
|
$2.93 Million
0.74% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
43,744
shares
|
$2.91 Million
0.04% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
43,355
shares
|
$2.89 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
43,000
shares
|
$2.86 Million
0.02% of portfolio
|
Q1 2019
Added 681.82%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
42,941
shares
|
$2.86 Million
0.65% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
42,281
shares
|
$2.81 Million
0.11% of portfolio
|
Q3 2024
Added 42.03%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
41,889
shares
|
$2.79 Million
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
40,768
shares
|
$2.71 Million
1.24% of portfolio
|
Q4 2022
Added 2.94%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
40,327
shares
|
$2.68 Million
0.07% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
39,726
shares
|
$2.64 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
39,212
shares
|
$2.61 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
38,954
shares
|
$2.59 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
38,685
shares
|
$2.58 Million
0.36% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
38,405
shares
|
$2.56 Million
0.45% of portfolio
|
Q4 2023
Added 6.09%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
38,292
shares
|
$2.55 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
38,223
shares
|
$2.54 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
38,156
shares
|
$2.54 Million
1.33% of portfolio
|
Q3 2024
Reduced 20.12%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
37,959
shares
|
$2.53 Million
0.2% of portfolio
|
Q3 2024
Added 19.9%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
37,756
shares
|
$2.51 Million
1.42% of portfolio
|
Q3 2024
Added 10.32%
|