Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 863 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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
635,640
shares
|
$43.6 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Standpoint Asset Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
629,000
shares
|
$43.2 Million
8.02% of portfolio
|
Q3 2024
Added 15.37%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
623,069
shares
|
$42.7 Million
0.04% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
586,818
shares
|
$40.3 Million
3.17% of portfolio
|
Q4 2024
Reduced 24.64%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
576,956
shares
|
$39.6 Million
2.48% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
539,809
shares
|
$37 Million
0.04% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
538,117
shares
|
$36.9 Million
1.68% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
525,848
shares
|
$36.1 Million
14.76% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
512,603
shares
|
$35.2 Million
1.65% of portfolio
|
Q4 2024
Reduced 13.2%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
506,742
shares
|
$34.8 Million
9.97% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
478,972
shares
|
$32.9 Million
3.1% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
461,154
shares
|
$31.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
452,444
shares
|
$31 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
436,201
shares
|
$29.9 Million
1.5% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
435,453
shares
|
$29.9 Million
11.4% of portfolio
|
Q4 2022
Reduced 1.11%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Feb 11, 2025 Q4 2024 |
431,155
shares
|
$29.6 Million
8.73% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
428,620
shares
|
$29.4 Million
0.32% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
418,823
shares
|
$28.7 Million
1.61% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
413,665
shares
|
$28.4 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
413,306
shares
|
$28.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
405,806
shares
|
$27.8 Million
0.06% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
404,238
shares
|
$27.7 Million
0.02% of portfolio
|
Q4 2024
Added 117.76%
|
|
|
Allen Investment Management LLC
|
Feb 10, 2025 Q4 2024 |
399,573
shares
|
$27.4 Million
0.31% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
390,091
shares
|
$26.8 Million
0.05% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
372,309
shares
|
$25.5 Million
0.55% of portfolio
|
Q1 2025
Added 5.61%
|