Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 858 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 $33.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
56,654
shares
|
$3.89 Million
1.57% of portfolio
|
Q4 2024
Added 48.48%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
56,543
shares
|
$3.88 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
|
$3.81 Million
0.36% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
All Gen Financial Advisors, Inc.
Orlando, FL |
Feb 12, 2025 Q4 2024 |
55,218
shares
|
$3.79 Million
1.23% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
53,102
shares
|
$3.64 Million
0.35% of portfolio
|
Q4 2024
Reduced 18.69%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
52,356
shares
|
$3.59 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Everest Management Corp.
Cupertino, CA |
Apr 14, 2025 Q1 2025 |
51,676
shares
|
$3.55 Million
3.29% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
51,423
shares
|
$3.53 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
51,341
shares
|
$3.52 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
51,139
shares
|
$3.51 Million
0.44% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
51,078
shares
|
$3.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.78%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
50,237
shares
|
$3.45 Million
0.85% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
50,115
shares
|
$3.44 Million
0.01% of portfolio
|
Q4 2024
Added 83.65%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
49,760
shares
|
$3.41 Million
0.04% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
49,690
shares
|
$3.41 Million
0.85% of portfolio
|
Q3 2024
Added 23.67%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
49,540
shares
|
$3.4 Million
2.55% of portfolio
|
Q4 2024
Added 8.69%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
49,232
shares
|
$3.38 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
|
$3.36 Million
0.16% of portfolio
|
Q3 2022
Reduced 10.86%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
48,805
shares
|
$3.35 Million
0.46% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
48,488
shares
|
$3.33 Million
0.28% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
48,044
shares
|
$3.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Apr 15, 2025 Q1 2025 |
47,906
shares
|
$3.29 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
47,724
shares
|
$3.27 Million
0.37% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Freedom Day Solutions, LLC
|
Jan 31, 2025 Q4 2024 |
47,551
shares
|
$3.26 Million
0.96% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
47,522
shares
|
$3.26 Million
0.04% of portfolio
|
Q4 2024
Added 1.39%
|