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 $34.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
34,126
shares
|
$2.4 Million
0.58% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
33,986
shares
|
$2.39 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
33,699
shares
|
$2.37 Million
1.12% of portfolio
|
Q2 2023
Reduced 3.34%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
33,699
shares
|
$2.37 Million
1.74% of portfolio
|
Q4 2024
Added 246.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
33,621
shares
|
$2.37 Million
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
32,831
shares
|
$2.31 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Single Point Partners, LLC
|
Jan 29, 2025 Q4 2024 |
32,703
shares
|
$2.3 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Wc Walker & Associates, Inc.
|
Feb 23, 2023 Q4 2022 |
32,415
shares
|
$2.28 Million
1.04% of portfolio
|
Q4 2022
Added 22.02%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
32,324
shares
|
$2.28 Million
2.06% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
32,285
shares
|
$2.27 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
32,135
shares
|
$2.26 Million
0.9% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
31,875
shares
|
$2.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.96%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
31,636
shares
|
$2.23 Million
0.03% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
31,434
shares
|
$2.21 Million
0.1% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
30,933
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 95.89%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
30,703
shares
|
$2.16 Million
0.14% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
30,595
shares
|
$2.15 Million
0.13% of portfolio
|
Q2 2022
Reduced 2.57%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
30,559
shares
|
$2.15 Million
0.0% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
30,047
shares
|
$2.12 Million
0.31% of portfolio
|
Q2 2024
Reduced 29.44%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
30,001
shares
|
$2.11 Million
0.37% of portfolio
|
Q3 2023
Added 0.5%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
29,931
shares
|
$2.11 Million
0.19% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
29,857
shares
|
$2.1 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
29,854
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
29,595
shares
|
$2.08 Million
0.04% of portfolio
|
Q2 2024
Added 15.96%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
29,449
shares
|
$2.07 Million
0.19% of portfolio
|
Q4 2024
Added 3.7%
|