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 |
|---|---|---|---|---|---|
|
Aviso Financial Inc.
Toronto, A6 |
Feb 10, 2025 Q4 2024 |
363,743
shares
|
$25 Million
1.21% of portfolio
|
Q4 2024
Added 8.56%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Apr 15, 2025 Q1 2025 |
353,354
shares
|
$24.2 Million
9.71% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Feb 06, 2025 Q4 2024 |
338,575
shares
|
$23.2 Million
6.26% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
336,594
shares
|
$23.1 Million
0.08% of portfolio
|
Q4 2024
Added 10.43%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
314,821
shares
|
$21.6 Million
0.59% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
313,209
shares
|
$21.5 Million
2.94% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
309,492
shares
|
$21.2 Million
0.74% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
308,140
shares
|
$21.1 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
306,212
shares
|
$21 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Corrigan Financial, Inc.
Middletown, RI |
Apr 15, 2025 Q1 2025 |
299,352
shares
|
$20.5 Million
4.31% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
291,694
shares
|
$20 Million
0.01% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
289,557
shares
|
$19.9 Million
0.22% of portfolio
|
Q2 2024
Reduced 3.38%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
279,277
shares
|
$19.2 Million
0.36% of portfolio
|
Q1 2025
Reduced 10.84%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Feb 10, 2025 Q4 2024 |
273,838
shares
|
$18.8 Million
0.22% of portfolio
|
Q4 2024
Added 66.97%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
271,870
shares
|
$18.7 Million
3.77% of portfolio
|
Q3 2022
Added 12.21%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
268,141
shares
|
$18.4 Million
0.04% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
264,717
shares
|
$18.2 Million
2.66% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Amica Retiree Medical Trust
|
Feb 12, 2025 Q4 2024 |
264,031
shares
|
$18.1 Million
16.53% of portfolio
|
Q4 2024
Reduced 14.56%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
241,350
shares
|
$16.6 Million
4.11% of portfolio
|
Q4 2024
Reduced 12.11%
|
|
|
Mc Cutchen Group LLC
|
Nov 02, 2022 Q3 2022 |
238,766
shares
|
$16.4 Million
2.62% of portfolio
|
Q3 2022
Added 0.23%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
235,049
shares
|
$16.1 Million
1.7% of portfolio
|
Q2 2023
Added 2.31%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Feb 18, 2025 Q4 2024 |
230,830
shares
|
$15.8 Million
4.83% of portfolio
|
Q4 2024
Added 5483.7%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
229,973
shares
|
$15.8 Million
11.6% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
229,787
shares
|
$15.8 Million
0.22% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
221,270
shares
|
$15.2 Million
0.55% of portfolio
|
Q1 2025
Reduced 16.87%
|