Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 856 institutions that hold shares in the stock, with a total of 484 Million shares, which have been reported (via 13F filing form) to have a value of $35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
220,938
shares
|
$16 Million
0.63% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
218,858
shares
|
$15.8 Million
2.94% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Magnolia Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
218,066
shares
|
$15.8 Million
14.66% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
211,979
shares
|
$15.3 Million
2.04% of portfolio
|
Q4 2024
Added 10.72%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
207,962
shares
|
$15 Million
0.14% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
205,036
shares
|
$14.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
204,710
shares
|
$14.8 Million
2.21% of portfolio
|
Q4 2024
Added 1.89%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
196,108
shares
|
$14.2 Million
2.28% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
195,577
shares
|
$14.1 Million
0.16% of portfolio
|
Q4 2024
Added 17.79%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
195,174
shares
|
$14.1 Million
1.33% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
195,145
shares
|
$14.1 Million
0.58% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
194,358
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 11.4%
|
|
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
Jan 28, 2025 Q4 2024 |
193,675
shares
|
$14 Million
8.55% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Nyl Investors LLC
New York, NY |
Jan 30, 2025 Q4 2024 |
193,000
shares
|
$14 Million
1.17% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
192,733
shares
|
$13.9 Million
1.06% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
184,657
shares
|
$13.4 Million
4.81% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
184,528
shares
|
$13.3 Million
0.13% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
183,466
shares
|
$13.3 Million
1.18% of portfolio
|
Q3 2022
Added 136.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
179,576
shares
|
$13 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.09%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
173,048
shares
|
$12.5 Million
0.25% of portfolio
|
Q3 2022
Added 51.55%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
169,922
shares
|
$12.3 Million
5.86% of portfolio
|
Q4 2024
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
169,537
shares
|
$12.3 Million
1.25% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
169,062
shares
|
$12.2 Million
1.41% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
165,452
shares
|
$12 Million
4.78% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
163,891
shares
|
$11.9 Million
4.91% of portfolio
|
Q4 2024
Added 4.47%
|