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 Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
124,079
shares
|
$9.6 Million
1.68% of portfolio
|
Q2 2025
Added 19.53%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
122,552
shares
|
$9.48 Million
4.72% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
122,493
shares
|
$9.48 Million
5.28% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
120,083
shares
|
$9.29 Million
0.02% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
118,590
shares
|
$9.18 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
118,326
shares
|
$9.16 Million
0.0% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
118,287
shares
|
$9.15 Million
1.48% of portfolio
|
Q2 2025
Added 6.7%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
118,228
shares
|
$9.15 Million
6.97% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
118,017
shares
|
$9.13 Million
0.01% of portfolio
|
Q1 2025
Added 27.54%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
110,740
shares
|
$8.57 Million
3.11% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
105,924
shares
|
$8.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
105,730
shares
|
$8.18 Million
2.58% of portfolio
|
Q1 2025
Added 86.62%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
103,083
shares
|
$7.98 Million
0.33% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Newton One Investments LLC
|
Jul 15, 2025 Q2 2025 |
99,871
shares
|
$7.73 Million
2.43% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
99,534
shares
|
$7.7 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
98,302
shares
|
$7.61 Million
0.15% of portfolio
|
Q1 2024
Added 1.81%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
98,241
shares
|
$7.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
98,093
shares
|
$7.59 Million
1.26% of portfolio
|
Q2 2025
Reduced 6.58%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
97,863
shares
|
$7.57 Million
3.46% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
94,516
shares
|
$7.31 Million
0.05% of portfolio
|
Q1 2025
Reduced 38.35%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
93,904
shares
|
$7.27 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
93,380
shares
|
$7.23 Million
0.06% of portfolio
|
Q1 2025
Reduced 27.51%
|
|
|
Fc Advisory LLC
|
Apr 07, 2025 Q1 2025 |
92,447
shares
|
$7.15 Million
2.22% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
92,300
shares
|
$7.14 Million
1.8% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
91,896
shares
|
$7.11 Million
0.88% of portfolio
|
Q2 2023
Added 0.36%
|