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 |
---|---|---|---|---|---|
Magnolia Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
221,916
shares
|
$17.2 Million
16.42% of portfolio
|
Q1 2025
Added 1.77%
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
219,840
shares
|
$17 Million
2.33% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
Wick Capital Partners, LLC
Wayne, PA |
May 14, 2025 Q1 2025 |
219,082
shares
|
$17 Million
4.9% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
214,635
shares
|
$16.6 Million
3.02% of portfolio
|
Q2 2025
Added 64.1%
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
210,667
shares
|
$16.3 Million
2.15% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
207,032
shares
|
$16 Million
0.22% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
203,815
shares
|
$15.8 Million
2.37% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
200,835
shares
|
$15.5 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Apr 23, 2025 Q1 2025 |
198,113
shares
|
$15.3 Million
8.93% of portfolio
|
Q1 2025
Added 2.29%
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
194,358
shares
|
$15 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
192,895
shares
|
$14.9 Million
2.41% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
192,486
shares
|
$14.9 Million
0.12% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
191,876
shares
|
$14.8 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
Nyl Investors LLC
New York, NY |
May 07, 2025 Q1 2025 |
190,100
shares
|
$14.7 Million
0.86% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
188,437
shares
|
$14.6 Million
7.32% of portfolio
|
Q2 2025
Added 4.68%
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
183,466
shares
|
$14.2 Million
1.18% of portfolio
|
Q3 2022
Added 136.09%
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
183,446
shares
|
$14.2 Million
1.32% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
182,956
shares
|
$14.2 Million
1.62% of portfolio
|
Q1 2025
Added 8.22%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
180,932
shares
|
$14 Million
5.08% of portfolio
|
Q2 2025
Added 0.5%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
173,048
shares
|
$13.4 Million
0.25% of portfolio
|
Q3 2022
Added 51.55%
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
172,068
shares
|
$13.3 Million
0.08% of portfolio
|
Q1 2025
Added 8.08%
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
171,672
shares
|
$13.3 Million
5.36% of portfolio
|
Q2 2025
Added 2.37%
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
168,414
shares
|
$13 Million
5.25% of portfolio
|
Q1 2025
Added 1.79%
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
166,010
shares
|
$12.8 Million
0.53% of portfolio
|
Q1 2025
Reduced 14.93%
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
164,117
shares
|
$12.7 Million
4.97% of portfolio
|
Q1 2025
Added 0.48%
|