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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
69,515
shares
|
$4.63 Million
0.09% of portfolio
|
Q3 2024
Reduced 11.69%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
67,590
shares
|
$4.5 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 10, 2024 Q3 2024 |
67,304
shares
|
$4.48 Million
3.61% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
67,013
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
65,308
shares
|
$4.35 Million
0.46% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
64,389
shares
|
$4.29 Million
0.45% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
63,734
shares
|
$4.25 Million
0.47% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
62,856
shares
|
$4.19 Million
0.24% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
62,810
shares
|
$4.18 Million
0.23% of portfolio
|
Q3 2024
Reduced 12.21%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
62,587
shares
|
$4.17 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
62,342
shares
|
$4.15 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
62,342
shares
|
$4.15 Million
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
62,116
shares
|
$4.14 Million
0.26% of portfolio
|
Q3 2024
Added 354.0%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
61,620
shares
|
$4.1 Million
0.52% of portfolio
|
Q2 2024
Added 6.87%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
61,587
shares
|
$4.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
60,097
shares
|
$4 Million
0.05% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
59,502
shares
|
$3.96 Million
0.3% of portfolio
|
Q4 2023
Reduced 6.99%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
59,016
shares
|
$3.93 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Divergent Wealth Advisors
|
Oct 30, 2024 Q3 2024 |
58,607
shares
|
$3.9 Million
0.78% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
58,066
shares
|
$3.87 Million
0.47% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
57,283
shares
|
$3.82 Million
2.01% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
57,225
shares
|
$3.81 Million
0.26% of portfolio
|
Q3 2024
Added 7.81%
|
|
|
Windward Private Wealth Management Inc.
|
Oct 31, 2024 Q3 2024 |
57,042
shares
|
$3.8 Million
1.59% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
55,917
shares
|
$3.72 Million
0.43% of portfolio
|
Q3 2024
Reduced 10.47%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
55,538
shares
|
$3.7 Million
0.4% of portfolio
|
Q2 2024
Added 0.01%
|