Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 855 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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
1,584,791
shares
|
$111 Million
2.89% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
1,523,175
shares
|
$107 Million
9.02% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,520,063
shares
|
$107 Million
4.7% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,518,388
shares
|
$107 Million
0.22% of portfolio
|
Q4 2024
Added 4.85%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
1,442,260
shares
|
$101 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,353,230
shares
|
$95.1 Million
0.52% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
1,326,036
shares
|
$93.2 Million
0.13% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
1,251,232
shares
|
$87.9 Million
4.6% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
1,227,232
shares
|
$86.2 Million
10.42% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
1,168,800
shares
|
$82.1 Million
1.35% of portfolio
|
Q4 2022
Reduced 15.87%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
1,119,827
shares
|
$78.7 Million
1.1% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Feb 12, 2025 Q4 2024 |
1,111,883
shares
|
$78.1 Million
5.87% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
983,777
shares
|
$69.1 Million
8.42% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
981,611
shares
|
$69 Million
0.68% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
928,084
shares
|
$65.2 Million
0.03% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
901,122
shares
|
$63.3 Million
3.69% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
857,327
shares
|
$60.3 Million
0.57% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
857,056
shares
|
$60.2 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
828,411
shares
|
$58.2 Million
2.4% of portfolio
|
Q4 2024
Added 7.57%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
793,915
shares
|
$55.8 Million
0.08% of portfolio
|
Q4 2024
Reduced 18.36%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
781,962
shares
|
$55 Million
3.32% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
765,816
shares
|
$53.8 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
745,928
shares
|
$52.4 Million
0.16% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
723,464
shares
|
$50.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.05%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
673,400
shares
|
$47.3 Million
0.3% of portfolio
|
Q4 2024
Added 6400.0%
|