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 |
|---|---|---|---|---|---|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
73,584
shares
|
$5.69 Million
6.96% of portfolio
|
Q2 2023
New holding
|
|
|
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs, FL |
May 14, 2025 Q1 2025 |
72,470
shares
|
$5.61 Million
0.2% of portfolio
|
Q1 2025
Added 240.71%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
70,299
shares
|
$5.44 Million
1.79% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
69,159
shares
|
$5.35 Million
1.2% of portfolio
|
Q1 2025
Added 56.26%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
66,549
shares
|
$5.15 Million
0.8% of portfolio
|
Q1 2025
Reduced 7.24%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jul 21, 2025 Q2 2025 |
66,446
shares
|
$5.14 Million
1.28% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
64,490
shares
|
$4.99 Million
0.24% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
64,177
shares
|
$4.97 Million
0.18% of portfolio
|
Q1 2025
Added 33.14%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
63,727
shares
|
$4.93 Million
0.4% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
63,217
shares
|
$4.89 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
62,761
shares
|
$4.86 Million
0.27% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
61,415
shares
|
$4.75 Million
0.34% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
61,371
shares
|
$4.75 Million
2.08% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
May 02, 2025 Q1 2025 |
61,194
shares
|
$4.74 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
59,791
shares
|
$4.63 Million
0.05% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Apr 30, 2025 Q1 2025 |
59,677
shares
|
$4.62 Million
3.34% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
59,502
shares
|
$4.6 Million
0.3% of portfolio
|
Q4 2023
Reduced 6.99%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
58,607
shares
|
$4.54 Million
0.78% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
58,436
shares
|
$4.52 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
58,294
shares
|
$4.51 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
57,701
shares
|
$4.46 Million
0.4% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
57,629
shares
|
$4.46 Million
2.15% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
57,396
shares
|
$4.44 Million
2.6% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
57,289
shares
|
$4.43 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
May 06, 2025 Q1 2025 |
57,164
shares
|
$4.42 Million
1.18% of portfolio
|
Q1 2025
Added 3.52%
|