Institutional Ownership Ishares Tr (IXUS)
This table provides information about the institutional ownership of Ishares Tr (IXUS). We have compiled data on the 957 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 |
|---|---|---|---|---|---|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
127,788
shares
|
$10.8 Million
1.25% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
126,388
shares
|
$10.6 Million
3.35% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
126,003
shares
|
$10.6 Million
0.3% of portfolio
|
Q3 2025
Reduced 7.96%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
125,797
shares
|
$10.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
125,627
shares
|
$10.6 Million
4.99% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
124,788
shares
|
$10.5 Million
1.53% of portfolio
|
Q3 2025
Added 5.5%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
124,191
shares
|
$10.5 Million
0.9% of portfolio
|
Q4 2023
Added 2.16%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
124,095
shares
|
$10.5 Million
0.05% of portfolio
|
Q2 2025
Added 397.61%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
122,949
shares
|
$10.4 Million
2.64% of portfolio
|
Q3 2025
Added 77.78%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
122,616
shares
|
$10.3 Million
0.12% of portfolio
|
Q3 2025
Reduced 8.22%
|
|
|
Forbes J M & CO LLP
|
Oct 28, 2025 Q3 2025 |
120,221
shares
|
$10.1 Million
0.86% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
115,365
shares
|
$9.72 Million
0.42% of portfolio
|
Q3 2025
Added 87.84%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
112,963
shares
|
$9.52 Million
2.33% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
111,335
shares
|
$9.38 Million
2.63% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
108,591
shares
|
$9.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
108,477
shares
|
$9.14 Million
0.34% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
104,815
shares
|
$8.83 Million
0.39% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Nov 07, 2025 Q3 2025 |
104,581
shares
|
$8.81 Million
2.96% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
103,123
shares
|
$8.69 Million
0.11% of portfolio
|
Q3 2025
Added 88.51%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
102,651
shares
|
$8.65 Million
0.09% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
100,540
shares
|
$8.47 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
99,891
shares
|
$8.42 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
99,874
shares
|
$8.42 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Catalyst Private Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
99,347
shares
|
$8.37 Million
4.77% of portfolio
|
Q3 2025
Reduced 27.58%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
98,302
shares
|
$8.28 Million
0.15% of portfolio
|
Q1 2024
Added 1.81%
|
|