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 |
|---|---|---|---|---|---|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
132,939
shares
|
$9.16 Million
1.46% of portfolio
|
Q3 2023
Reduced 1.11%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
129,661
shares
|
$8.93 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
|
$8.91 Million
2.78% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
128,810
shares
|
$8.88 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
127,922
shares
|
$8.82 Million
1.96% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
124,191
shares
|
$8.56 Million
0.9% of portfolio
|
Q4 2023
Added 2.16%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
122,577
shares
|
$8.45 Million
0.92% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
120,979
shares
|
$8.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 95.01%
|
|
|
Carl P. Sherr & Co., LLC
|
Feb 03, 2025 Q4 2024 |
118,966
shares
|
$8.2 Million
4.18% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
116,963
shares
|
$8.06 Million
3.2% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
St. Louis Trust CO
|
Feb 07, 2025 Q4 2024 |
114,833
shares
|
$7.91 Million
1.09% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
113,948
shares
|
$7.85 Million
1.0% of portfolio
|
Q4 2024
Added 140.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
110,365
shares
|
$7.61 Million
5.25% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
109,137
shares
|
$7.52 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
108,576
shares
|
$7.48 Million
1.43% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
105,327
shares
|
$7.26 Million
1.22% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Feb 05, 2025 Q4 2024 |
104,066
shares
|
$7.17 Million
3.48% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
101,969
shares
|
$7.03 Million
0.16% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
98,302
shares
|
$6.77 Million
0.15% of portfolio
|
Q1 2024
Added 1.81%
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
98,216
shares
|
$6.77 Million
2.51% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
98,044
shares
|
$6.76 Million
0.04% of portfolio
|
Q3 2024
Reduced 12.39%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
97,863
shares
|
$6.74 Million
3.46% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
97,316
shares
|
$6.71 Million
1.1% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
94,089
shares
|
$6.48 Million
0.01% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
93,993
shares
|
$6.48 Million
2.09% of portfolio
|
Q3 2024
Reduced 0.97%
|