Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 809 institutions that hold shares in the stock, with a total of 479 Million shares, which have been reported (via 13F filing form) to have a value of $31.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
176,951
shares
|
$11.8 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
173,048
shares
|
$11.5 Million
0.25% of portfolio
|
Q3 2022
Added 51.55%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
166,772
shares
|
$11.1 Million
4.96% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
166,037
shares
|
$11.1 Million
0.15% of portfolio
|
Q3 2024
Added 29.58%
|
|
|
Brandes Investment Partners, LP
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
164,000
shares
|
$10.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 48.07%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
163,808
shares
|
$10.9 Million
4.22% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
162,392
shares
|
$10.8 Million
0.08% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
161,605
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.42%
|
|
|
Financial Designs Corp
Claremont, CA |
Oct 18, 2024 Q3 2024 |
160,550
shares
|
$10.7 Million
7.53% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
160,465
shares
|
$10.7 Million
1.4% of portfolio
|
Q3 2024
Added 6.22%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
159,840
shares
|
$10.6 Million
5.16% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
159,596
shares
|
$10.6 Million
6.29% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Trinity Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
156,881
shares
|
$10.4 Million
5.23% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
Nov 12, 2024 Q3 2024 |
151,538
shares
|
$10.1 Million
6.07% of portfolio
|
Q3 2024
Added 4.21%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
151,201
shares
|
$10.1 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
150,873
shares
|
$10 Million
6.09% of portfolio
|
Q1 2023
Added 3.81%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
148,194
shares
|
$9.87 Million
0.44% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
147,933
shares
|
$9.85 Million
0.14% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
145,164
shares
|
$9.67 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
145,003
shares
|
$9.66 Million
0.32% of portfolio
|
Q3 2024
Added 12.48%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
144,702
shares
|
$9.64 Million
0.85% of portfolio
|
Q2 2023
Added 7.11%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
144,702
shares
|
$9.64 Million
0.85% of portfolio
|
Q2 2023
Added 7.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
141,281
shares
|
$9.41 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
135,932
shares
|
$9.05 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
132,939
shares
|
$8.86 Million
1.46% of portfolio
|
Q3 2023
Reduced 1.11%
|