Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 835 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 $33.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
169,537
shares
|
$11.8 Million
1.25% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
169,062
shares
|
$11.8 Million
1.41% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
166,037
shares
|
$11.6 Million
0.15% of portfolio
|
Q3 2024
Added 29.58%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
165,452
shares
|
$11.5 Million
4.78% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
163,891
shares
|
$11.4 Million
4.91% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Financial Designs Corp
Claremont, CA |
Jan 17, 2025 Q4 2024 |
163,074
shares
|
$11.4 Million
7.1% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
161,605
shares
|
$11.3 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
159,840
shares
|
$11.2 Million
5.16% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
159,205
shares
|
$11.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
158,006
shares
|
$11 Million
0.04% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
155,433
shares
|
$10.8 Million
0.3% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
153,315
shares
|
$10.7 Million
0.08% of portfolio
|
Q4 2024
Added 467.9%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 12, 2024 Q3 2024 |
151,538
shares
|
$10.6 Million
6.07% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
150,873
shares
|
$10.5 Million
6.09% of portfolio
|
Q1 2023
Added 3.81%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
149,838
shares
|
$10.5 Million
5.37% of portfolio
|
Q4 2024
Reduced 6.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
148,194
shares
|
$10.3 Million
0.44% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
147,438
shares
|
$10.3 Million
3.81% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
145,962
shares
|
$10.2 Million
0.11% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
144,702
shares
|
$10.1 Million
0.85% of portfolio
|
Q2 2023
Added 7.11%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
144,702
shares
|
$10.1 Million
0.85% of portfolio
|
Q2 2023
Added 7.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
135,932
shares
|
$9.48 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
134,345
shares
|
$9.37 Million
0.12% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
132,939
shares
|
$9.27 Million
1.46% of portfolio
|
Q3 2023
Reduced 1.11%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
129,661
shares
|
$9.05 Million
1.3% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
129,298
shares
|
$9.02 Million
2.78% of portfolio
|
Q3 2024
Added 0.3%
|