ISHARES TR (IXUS)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
45
Reporting holders
$83.4M
Reported value
0.0%
Calls
0.0%
Puts
-1,014
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Financial Designs Corp | $14.8M | 155,691 | 7.61% | 12q | +1.5%+$217.3K |
| Farther Finance Advisors, LLC | $9.9M | 103,983 | 0.07% | 16q | +11.9%+$1.0M |
| FC Advisory LLC | $8.4M | 88,648 | 2.21% | 32q | -0.7%-$62.6K |
| KFA Private Wealth Group, LLC | $6.5M | 67,964 | 1.52% | 28q | +1.0%+$64.8K |
| DAVIDSON TRUST CO | $5.8M | 60,629 | 2.28% | 28q | +0.5%+$29.6K |
| Taylor & Morgan Wealth Management, LLC | $4.4M | 46,129 | 2.11% | 20q | +4.3%+$181.6K |
| Canandaigua National Trust Co of Florida | $3.3M | 34,437 | 1.81% | 8q | +265.7%+$2.4M |
| Wealth Group Ltd | $3.2M | 33,878 | 0.60% | 12q | HELD |
| COLLECTIVE FAMILY OFFICE LLC | $2.8M | 29,800 | 0.58% | 16q | HELD |
| Williams & Novak Wealth Management, LLC | $2.5M | 26,511 | 1.49% | 12q | -6.2%-$167.8K |
| Gainplan LLC | $2.0M | 21,148 | 0.78% | 3q | +9.5%+$174.2K |
| Wealth Enhancement Trust Services, Inc. | $1.9M | 20,487 | 0.21% | 4q | -1.4%-$27.1K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.9M | 19,623 | 0.16% | 8q | -12.6%-$267.9K |
| Factor Wealth Management LTD | $1.7M | 17,921 | 0.26% | 8q | +6.8%+$107.8K |
| Cambridge Financial Group, LLC | $1.6M | 16,294 | 0.49% | 12q | HELD |
| Wedmont Private Capital | $1.4M | 14,908 | 0.03% | 16q | +39.8%+$399.7K |
| Breakwater Capital Group | $1.4M | 14,693 | 0.17% | 16q | HELD |
| Byrne Asset Management LLC | $1.3M | 13,732 | 0.72% | 6q | HELD |
| BOYUM WEALTH ARCHITECTS LLC | $1.2M | 12,941 | 0.50% | 7q | -0.8%-$10.3K |
| Boston Standard Wealth Management, LLC | $915.4K | 9,636 | 0.13% | 32q | HELD |
| Balefire, LLC | $736.6K | 7,755 | 0.12% | 6q | -39.4%-$478.7K |
| Cassilly Financial Group LLC | $734.6K | 7,733 | 0.49% | 4q | -50.0%-$734.6K |
| Venture Visionary Partners LLC | $723.9K | 7,621 | 0.02% | 3q | -1.3%-$9.5K |
| Valeo Financial Advisors, LLC | $689.1K | 7,254 | 0.01% | 6q | -3.7%-$26.7K |
| Graves Light Lenhart Wealth, Inc. | $469.4K | 4,942 | 0.04% | 5q | +51.9%+$160.3K |
| CoreCap Advisors, LLC | $390.6K | 4,112 | 0.01% | 11q | -1.1%-$4.2K |
| Apella Capital, LLC | $377.1K | 3,973 | 0.00% | 4q | +18.3%+$58.4K |
| Tactive Advisors, LLC | $372.5K | 3,921 | 0.09% | 11q | +0.7%+$2.6K |
| Capital Advisors Wealth Management, LLC | $350.7K | 3,692 | 0.04% | 2q | +34.8%+$90.5K |
| Intelligence Driven Advisers, LLC | $339.9K | 3,578 | 0.06% | 22q | -20.2%-$86.1K |
| First Heartland Consultants, Inc. | $312.7K | 3,292 | 0.02% | 7q | HELD |
| SAPIENT CAPITAL LLC | $297.3K | 3,130 | 0.00% | 3q | -50.0%-$297.3K |
| Cooper Financial Group | $282.3K | 2,972 | 0.02% | 23q | +2.1%+$5.9K |
| Independence Financial Advisors, LLC | $200.6K | 2,111 | 0.05% | 2q | HELD |
| Bank of New Hampshire | $61.8K | 651 | 0.01% | 8q | HELD |
| TOMPKINS FINANCIAL CORP | $54.4K | 573 | 0.00% | 8q | HELD |
| TOTH FINANCIAL ADVISORY CORP | $52.2K | 550 | 0.01% | 3q | HELD |
| ARMSTRONG ADVISORY GROUP, INC | $24.3K | 256 | 0.00% | 2q | +15.3%+$3.2K |
| Retirement Wealth Solutions LLC | $24.1K | 254 | 0.01% | 8q | HELD |
| GAMMA Investing LLC | $15.2K | 160 | 0.00% | 4q | HELD |
| Go Invest LLC | $13.4K | 141 | 0.00% | 4q | +6.0% |
| ATWOOD & PALMER INC | $3.4K | 36 | 0.00% | 3q | HELD |
| EASTERN BANK | $2.9K | 30 | 0.00% | new | NEW |
| Trust Co | $2.5K | 26 | 0.00% | 4q | HELD |
| Versant Capital Management, Inc | $2.5K | 26 | 0.00% | 3q | HELD |
| Polaris Financial Partners | $60 | 739 | 0.03% | new | FIRST |
| CX Institutional | $53 | 559 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-17 | 13G/A | BlackRock Portfolio Management LLC | 44.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 45 | $83.4M | 877,842 | 1 | 16 | 12 | 0.0% |
| Q2 2026 | 1,059 | $51.7B | 543,696,636 | 96 | 414 | 263 | 0.0% |
| Q1 2026 | 997 | $46.4B | 536,539,605 | 88 | 352 | 275 | 0.0% |
| Q4 2025 | 967 | $45.6B | 539,035,746 | 89 | 363 | 230 | 0.0% |
| Q3 2025 | 855 | $43.7B | 529,376,187 | 73 | 286 | 246 | 0.0% |
| Q2 2025 | 844 | $40.5B | 525,051,248 | 88 | 304 | 242 | 0.0% |
| Q1 2025 | 796 | $34.6B | 496,333,332 | 66 | 254 | 268 | 0.0% |
| Q4 2024 | 791 | $33.5B | 506,959,898 | 46 | 293 | 213 | 0.0% |
| Q3 2024 | 757 | $34.5B | 475,242,022 | 57 | 226 | 252 | 0.0% |
| Q2 2024 | 722 | $32.5B | 480,857,723 | 40 | 287 | 218 | 0.0% |
| Q1 2024 | 718 | $32.8B | 483,182,950 | 45 | 252 | 227 | 0.0% |
| Q4 2023 | 718 | $29.9B | 460,127,892 | 66 | 269 | 202 | 0.0% |
| Q3 2023 | 655 | $26.8B | 446,843,543 | 41 | 222 | 211 | 0.0% |
| Q2 2023 | 649 | $27.5B | 441,801,907 | 41 | 269 | 198 | 0.0% |
| Q1 2023 | 639 | $26.7B | 430,199,339 | 56 | 197 | 230 | 0.0% |
| Q4 2022 | 640 | $25.8B | 445,679,363 | 84 | 209 | 207 | 0.0% |
| Q3 2022 | 559 | $21.2B | 416,296,649 | 32 | 223 | 166 | 0.0% |
| Q2 2022 | 588 | $22.7B | 397,839,826 | 49 | 244 | 177 | 0.0% |
| Q1 2022 | 596 | $26.2B | 393,500,728 | 47 | 231 | 184 | 0.0% |
| Q4 2021 | 606 | $28.1B | 396,386,366 | 48 | 265 | 99 | 0.0% |
| Q3 2021 | 525 | $25.7B | 358,190,029 | 38 | 234 | 105 | 1.0% |
| Q2 2021 | 517 | $25.0B | 338,310,379 | 52 | 248 | 105 | 0.8% |
| Q1 2021 | 485 | $22.7B | 320,341,393 | 54 | 195 | 130 | 0.8% |
| Q4 2020 | 451 | $21.4B | 316,010,036 | 48 | 174 | 103 | 1.0% |
| Q3 2020 | 389 | $18.1B | 306,883,057 | 35 | 129 | 123 | 0.9% |
| Q2 2020 | 375 | $15.8B | 287,183,176 | 40 | 126 | 153 | 1.0% |
| Q1 2020 | 370 | $13.3B | 280,268,962 | 40 | 136 | 125 | 0.6% |
| Q4 2019 | 394 | $15.2B | 246,002,673 | 37 | 132 | 95 | 0.0% |
| Q3 2019 | 335 | $13.3B | 229,427,517 | 23 | 122 | 105 | 0.0% |
| Q2 2019 | 348 | $12.3B | 210,408,084 | 32 | 158 | 87 | 0.0% |
| Q1 2019 | 342 | $11.2B | 192,308,948 | 35 | 131 | 105 | 0.0% |
| Q4 2018 | 332 | $9.7B | 185,027,976 | 4 | 7 | 3 | 0.0% |