Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 832 institutions that hold shares in the stock, with a total of 482 Million shares, which have been reported (via 13F filing form) to have a value of $33.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
58,501
shares
|
$4.03 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 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.79%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
57,332
shares
|
$3.95 Million
0.39% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
56,986
shares
|
$3.93 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Manuka Financial, LLC
Richmond, VA |
Jan 23, 2025 Q4 2024 |
56,887
shares
|
$3.92 Million
2.54% of portfolio
|
Q4 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
56,654
shares
|
$3.9 Million
1.57% of portfolio
|
Q4 2024
Added 48.48%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
56,543
shares
|
$3.9 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
55,547
shares
|
$3.83 Million
0.36% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
54,826
shares
|
$3.78 Million
0.39% of portfolio
|
Q4 2024
Added 16.49%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
53,556
shares
|
$3.69 Million
0.19% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
Catalyst Private Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
52,724
shares
|
$3.63 Million
2.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Jan 31, 2025 Q3 2024 |
52,528
shares
|
$3.62 Million
1.01% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
52,356
shares
|
$3.61 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
51,423
shares
|
$3.54 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
51,341
shares
|
$3.54 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
51,139
shares
|
$3.52 Million
0.44% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
50,115
shares
|
$3.45 Million
0.01% of portfolio
|
Q4 2024
Added 83.65%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
49,760
shares
|
$3.43 Million
0.04% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
49,690
shares
|
$3.42 Million
0.85% of portfolio
|
Q3 2024
Added 23.67%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
49,540
shares
|
$3.41 Million
2.55% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
49,232
shares
|
$3.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.3%
|
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
48,988
shares
|
$3.38 Million
0.16% of portfolio
|
Q3 2022
Reduced 10.86%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
48,805
shares
|
$3.36 Million
0.46% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
48,703
shares
|
$3.36 Million
0.74% of portfolio
|
Q4 2024
Added 10.66%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
48,044
shares
|
$3.31 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.14%
|