Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 956 institutions that hold shares in the stock, with a total of 508 Million shares, which have been reported (via 13F filing form) to have a value of $42.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
182,862
shares
|
$15.4 Million
0.93% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 13, 2025 Q3 2025 |
175,374
shares
|
$14.8 Million
7.9% of portfolio
|
Q3 2025
Added 7.46%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
173,048
shares
|
$14.6 Million
0.25% of portfolio
|
Q3 2022
Added 51.55%
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
170,264
shares
|
$14.3 Million
5.51% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
165,498
shares
|
$13.9 Million
1.26% of portfolio
|
Q3 2025
Reduced 7.24%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
164,762
shares
|
$13.9 Million
0.5% of portfolio
|
Q3 2025
Reduced 97.04%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
164,480
shares
|
$13.9 Million
0.19% of portfolio
|
Q3 2025
Added 52.97%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
164,260
shares
|
$13.8 Million
4.83% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
163,143
shares
|
$13.7 Million
5.91% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
162,177
shares
|
$13.7 Million
1.72% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
160,608
shares
|
$13.5 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
160,527
shares
|
$13.5 Million
0.05% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
156,652
shares
|
$13.2 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Financial Designs Corp
Claremont, CA |
Nov 07, 2025 Q3 2025 |
154,453
shares
|
$13 Million
7.51% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
153,828
shares
|
$13 Million
1.23% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
150,873
shares
|
$12.7 Million
6.09% of portfolio
|
Q1 2023
Added 3.81%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
144,702
shares
|
$12.2 Million
0.85% of portfolio
|
Q2 2023
Added 7.11%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
144,702
shares
|
$12.2 Million
0.85% of portfolio
|
Q2 2023
Added 7.11%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
141,952
shares
|
$12 Million
5.38% of portfolio
|
Q2 2025
Added 15.89%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
141,269
shares
|
$11.9 Million
5.23% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
137,718
shares
|
$11.6 Million
5.57% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
132,939
shares
|
$11.2 Million
1.46% of portfolio
|
Q3 2023
Reduced 1.11%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
132,126
shares
|
$11.1 Million
0.01% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
129,298
shares
|
$10.9 Million
2.78% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
128,150
shares
|
$10.8 Million
0.02% of portfolio
|
Q3 2025
Added 4.17%
|
|