Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 906 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $39.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
40,926
shares
|
$3.25 Million
0.34% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
40,870
shares
|
$3.25 Million
0.09% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
40,802
shares
|
$3.24 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
40,768
shares
|
$3.24 Million
1.24% of portfolio
|
Q4 2022
Added 2.94%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
40,521
shares
|
$3.22 Million
0.32% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
40,487
shares
|
$3.22 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
40,401
shares
|
$3.21 Million
0.1% of portfolio
|
Q2 2025
Reduced 23.96%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
39,760
shares
|
$3.16 Million
0.03% of portfolio
|
Q1 2025
Added 33.18%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
39,717
shares
|
$3.16 Million
1.71% of portfolio
|
Q2 2025
Reduced 8.01%
|
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
39,633
shares
|
$3.15 Million
1.37% of portfolio
|
Q1 2025
Reduced 11.39%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
39,234
shares
|
$3.12 Million
0.1% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
39,129
shares
|
$3.11 Million
0.26% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
38,828
shares
|
$3.09 Million
0.01% of portfolio
|
Q1 2025
Added 25.52%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
38,405
shares
|
$3.05 Million
0.45% of portfolio
|
Q4 2023
Added 6.09%
|
|
|
Pennsylvania Capital Management Inc
|
Jul 17, 2025 Q2 2025 |
38,152
shares
|
$3.03 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
37,989
shares
|
$3.02 Million
0.05% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Jul 15, 2025 Q2 2025 |
37,839
shares
|
$3.01 Million
0.85% of portfolio
|
Q2 2025
Reduced 45.45%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
37,824
shares
|
$3.01 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
37,695
shares
|
$3 Million
0.26% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
37,385
shares
|
$2.97 Million
0.18% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
37,351
shares
|
$2.97 Million
0.03% of portfolio
|
Q1 2025
Added 35.6%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
37,339
shares
|
$2.97 Million
0.01% of portfolio
|
Q1 2025
Added 22.19%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
37,060
shares
|
$2.95 Million
0.47% of portfolio
|
Q1 2025
Reduced 44.89%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
36,941
shares
|
$2.94 Million
0.3% of portfolio
|
Q2 2025
Reduced 15.52%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
36,683
shares
|
$2.92 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.28%
|