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 |
|---|---|---|---|---|---|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
74,716
shares
|
$5.15 Million
0.97% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
73,965
shares
|
$5.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
73,633
shares
|
$5.07 Million
1.18% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
73,584
shares
|
$5.07 Million
6.96% of portfolio
|
Q2 2023
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jan 13, 2025 Q4 2024 |
70,976
shares
|
$4.89 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
|
$4.88 Million
0.01% of portfolio
|
Q2 2024
Added 2.06%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
69,515
shares
|
$4.79 Million
0.09% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
67,013
shares
|
$4.62 Million
0.01% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
66,351
shares
|
$4.57 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
|
$4.54 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
65,308
shares
|
$4.5 Million
0.46% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
64,266
shares
|
$4.43 Million
0.46% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
64,186
shares
|
$4.42 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
63,245
shares
|
$4.36 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
62,810
shares
|
$4.33 Million
0.23% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
62,587
shares
|
$4.31 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
60,416
shares
|
$4.16 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
60,348
shares
|
$4.16 Million
0.41% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
60,293
shares
|
$4.15 Million
1.95% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
60,097
shares
|
$4.14 Million
0.05% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
59,502
shares
|
$4.1 Million
0.3% of portfolio
|
Q4 2023
Reduced 6.99%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
59,405
shares
|
$4.09 Million
2.12% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
58,926
shares
|
$4.06 Million
0.23% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
58,607
shares
|
$4.04 Million
0.78% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
58,501
shares
|
$4.03 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.87%
|