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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
70,976
shares
|
$5.13 Million
3.48% of portfolio
|
Q4 2024
Added 5.46%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
70,813
shares
|
$5.12 Million
0.01% of portfolio
|
Q2 2024
Added 2.06%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
67,242
shares
|
$4.86 Million
0.4% of portfolio
|
Q4 2024
Reduced 91.18%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
66,695
shares
|
$4.82 Million
0.19% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
66,351
shares
|
$4.8 Million
1.71% of portfolio
|
Q4 2024
Added 22.67%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
65,880
shares
|
$4.76 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
64,266
shares
|
$4.65 Million
0.46% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
64,186
shares
|
$4.64 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
63,245
shares
|
$4.57 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
60,416
shares
|
$4.37 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
60,348
shares
|
$4.36 Million
0.41% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
60,293
shares
|
$4.36 Million
1.95% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Feb 10, 2025 Q4 2024 |
59,974
shares
|
$4.34 Million
3.14% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
59,502
shares
|
$4.3 Million
0.3% of portfolio
|
Q4 2023
Reduced 6.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
59,416
shares
|
$4.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
59,405
shares
|
$4.3 Million
2.12% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
59,043
shares
|
$4.27 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
58,926
shares
|
$4.26 Million
0.23% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Feb 11, 2025 Q4 2024 |
58,647
shares
|
$4.24 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
58,607
shares
|
$4.24 Million
0.78% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
58,501
shares
|
$4.23 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
58,023
shares
|
$4.2 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
57,914
shares
|
$4.19 Million
0.19% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
57,332
shares
|
$4.15 Million
0.39% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
56,986
shares
|
$4.12 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.86%
|