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 |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
31,736
shares
|
$2.52 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
31,734
shares
|
$2.52 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
31,398
shares
|
$2.5 Million
0.21% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
31,354
shares
|
$2.49 Million
0.4% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
31,264
shares
|
$2.49 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Signal Tree Financial Partners LLC
Copley, OH |
Jul 15, 2025 Q2 2025 |
31,182
shares
|
$2.48 Million
2.08% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
30,703
shares
|
$2.44 Million
0.14% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
30,678
shares
|
$2.44 Million
0.17% of portfolio
|
Q2 2025
Added 9.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
30,595
shares
|
$2.43 Million
0.13% of portfolio
|
Q2 2022
Reduced 2.57%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
30,498
shares
|
$2.43 Million
0.07% of portfolio
|
Q2 2025
Added 3.99%
|
|
|
Advocate Group LLC
|
Apr 21, 2025 Q1 2025 |
30,001
shares
|
$2.39 Million
0.38% of portfolio
|
Q3 2023
Added 0.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,595
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2024
Added 15.96%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
29,163
shares
|
$2.32 Million
0.31% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
29,041
shares
|
$2.31 Million
1.91% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
29,010
shares
|
$2.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 38.95%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
28,822
shares
|
$2.29 Million
0.28% of portfolio
|
Q1 2025
Reduced 21.07%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
28,788
shares
|
$2.29 Million
0.1% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
28,622
shares
|
$2.28 Million
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
28,487
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2023
Reduced 4.84%
|
|
|
Ade, LLC
|
Apr 30, 2025 Q1 2025 |
28,142
shares
|
$2.24 Million
1.25% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
28,045
shares
|
$2.23 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
27,875
shares
|
$2.22 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
27,538
shares
|
$2.19 Million
0.47% of portfolio
|
Q4 2022
Reduced 1.09%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
27,477
shares
|
$2.19 Million
1.02% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
27,220
shares
|
$2.16 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.12%
|