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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
159,780
shares
|
$12.4 Million
0.42% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
158,747
shares
|
$12.3 Million
1.04% of portfolio
|
Q2 2025
Added 574.11%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Apr 17, 2025 Q1 2025 |
158,070
shares
|
$12.2 Million
6.97% of portfolio
|
Q1 2025
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
157,436
shares
|
$12.2 Million
1.73% of portfolio
|
Q2 2025
Added 8.68%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
156,155
shares
|
$12.1 Million
1.25% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
155,433
shares
|
$12 Million
0.3% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
154,994
shares
|
$12 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
May 02, 2025 Q1 2025 |
152,193
shares
|
$11.8 Million
6.09% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
152,085
shares
|
$11.8 Million
2.1% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
150,873
shares
|
$11.7 Million
6.09% of portfolio
|
Q1 2023
Added 3.81%
|
|
|
Financial Designs Corp
Claremont, CA |
Jul 16, 2025 Q2 2025 |
149,794
shares
|
$11.6 Million
7.1% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
148,321
shares
|
$11.5 Million
5.32% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
144,702
shares
|
$11.2 Million
0.85% of portfolio
|
Q2 2023
Added 7.11%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
144,702
shares
|
$11.2 Million
0.85% of portfolio
|
Q2 2023
Added 7.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
144,461
shares
|
$11.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
137,232
shares
|
$10.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 33.07%
|
|
|
Catalyst Private Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
137,176
shares
|
$10.6 Million
6.09% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
136,328
shares
|
$10.5 Million
0.13% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
132,939
shares
|
$10.3 Million
1.46% of portfolio
|
Q3 2023
Reduced 1.11%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
129,298
shares
|
$10 Million
2.78% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
128,135
shares
|
$9.92 Million
0.05% of portfolio
|
Q1 2025
Added 179.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
127,469
shares
|
$9.86 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
126,530
shares
|
$9.79 Million
3.47% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
125,320
shares
|
$9.7 Million
1.23% of portfolio
|
Q2 2025
Added 5.56%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
124,191
shares
|
$9.61 Million
0.9% of portfolio
|
Q4 2023
Added 2.16%
|