ISHARES TR (IXUS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,019
Reporting holders
$46.2B
Reported value
0.0%
Held as options
+56
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $26.2B | 274,117,987 | 0.39% | 8q | -1.6%-$414.2M |
| ALLIANCEBERNSTEIN L.P. | $2.2B | 25,793,599 | 0.74% | 31q | +4.6%+$98.1M |
| ENVESTNET ASSET MANAGEMENT INC | $1.1B | 12,009,882 | 0.27% | 31q | +2.1%+$23.5M |
| US BANCORP \DE\ | $1.1B | 11,650,196 | 1.21% | 31q | +19.4%+$180.6M |
| CAPTRUST FINANCIAL ADVISORS | $1.0B | 10,690,453 | 1.56% | 25q | -1.9%-$19.3M |
| MORGAN STANLEY | $953.5M | 9,990,270 | 0.05% | 35q | -24.7%-$312.3M |
| BANK OF AMERICA CORP /DE/ | $772.7M | 8,096,593 | 0.05% | 31q | -7.6%-$63.6M |
| D.A. DAVIDSON & CO. | $755.3M | 7,913,764 | 4.18% | 31q | +1.9%+$14.3M |
| Focus Partners Wealth | $666.2M | 6,980,418 | 0.68% | 11q | HELD |
| Sequoia Financial Advisors, LLC | $601.0M | 6,296,845 | 2.99% | 31q | +4.1%+$23.6M |
| Pathstone Holdings, LLC | $514.4M | 5,389,360 | 1.50% | 11q | +22214.3%+$512.1M |
| LPL Financial LLC | $479.5M | 5,023,941 | 0.11% | 31q | +11.7%+$50.3M |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $301.7M | 3,160,758 | 9.67% | 31q | HELD |
| Clark Capital Management Group, Inc. | $280.7M | 2,941,250 | 1.53% | 13q | -1.1%-$3.2M |
| Waldron Private Wealth LLC | $275.9M | 2,890,655 | 9.55% | 24q | HELD |
| UBS Group AG | $239.9M | 2,513,209 | 0.03% | 31q | +2.0%+$4.7M |
| Mariner, LLC | $233.9M | 2,455,521 | 0.25% | 27q | -1.0%-$2.3M |
| ROYAL BANK OF CANADA | $222.9M | 2,335,950 | 0.03% | 31q | +1.8%+$3.9M |
| AMERIPRISE FINANCIAL INC | $208.7M | 2,187,306 | 0.04% | 31q | -48.6%-$197.1M |
| Fund Evaluation Group, LLC | $203.8M | 2,134,934 | 5.50% | 7q | -8.4%-$18.8M |
| DAVIDSON INVESTMENT ADVISORS | $202.5M | 2,122,254 | 8.28% | 25q | HELD |
| WELLS FARGO & COMPANY/MN | $196.8M | 2,061,566 | 0.03% | 31q | -47.9%-$180.7M |
| HighTower Advisors, LLC | $182.2M | 1,909,445 | 0.18% | 31q | +2.8%+$5.0M |
| CAHABA WEALTH MANAGEMENT, INC. | $172.5M | 1,807,604 | 10.41% | 31q | +2.2%+$3.8M |
| AMG National Trust Bank | $171.8M | 1,799,901 | 3.52% | 27q | +4.5%+$7.4M |
| Cetera Investment Advisers | $169.1M | 1,771,279 | 0.15% | 23q | +5.8%+$9.3M |
| Gerber Kawasaki Wealth & Investment Management | $160.4M | 1,680,304 | 4.28% | 11q | +6.7%+$10.0M |
| Hardy Reed LLC | $151.3M | 1,585,303 | 9.71% | 25q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $149.9M | 1,571,026 | 0.19% | 31q | +4.2%+$6.0M |
| RAYMOND JAMES FINANCIAL INC | $145.2M | 1,521,349 | 0.04% | 7q | +7.6%+$10.3M |
| Prime Capital Investment Advisors, LLC | $134.0M | 1,404,457 | 1.30% | 31q | +20.7%+$23.0M |
| Corient Private Wealth LP | $127.2M | 1,332,604 | 0.08% | 15q | +100.7%+$63.8M |
| Orion Porfolio Solutions, LLC | $123.3M | 1,292,181 | 0.94% | 13q | -3.4%-$4.4M |
| Allworth Financial LP | $117.6M | 1,232,210 | 0.50% | 31q | -13.3%-$18.1M |
| Compass Ion Advisors, LLC | $110.0M | 1,152,135 | 9.48% | 12q | +1.9%+$2.0M |
| OSAIC HOLDINGS, INC. | $109.5M | 1,147,148 | 0.13% | 26q | +18.9%+$17.4M |
| BANK OF HAWAII | $108.6M | 1,137,805 | 5.36% | 35q | -1.7%-$1.9M |
| Clearstead Advisors, LLC | $100.0M | 1,047,523 | 0.94% | 26q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $97.1M | 1,026,979 | 0.04% | 26q | +13.2%+$11.3M |
| JPMORGAN CHASE & CO | $93.6M | 987,573 | 0.01% | 31q | +4.3%+$3.9M |
| AlphaCore Capital LLC | $91.3M | 956,986 | 1.68% | 6q | +8.5%+$7.1M |
| Capstone Financial Advisors, Inc. | $87.0M | 911,328 | 4.24% | 31q | +0.6%+$477.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $85.8M | 898,560 | 0.05% | 24q | +1163.8%+$79.0M |
| TRUE Private Wealth Advisors | $82.3M | 862,127 | 7.10% | 31q | -15.6%-$15.3M |
| ALERUS FINANCIAL NA | $80.7M | 845,112 | 3.53% | 17q | HELD |
| Wealthspire Advisors, LLC | $80.4M | 842,622 | 0.44% | 26q | +0.9%+$690.7K |
| LOWE BROCKENBROUGH & CO INC | $72.6M | 760,416 | 3.23% | 20q | +3.4%+$2.4M |
| Aviso Financial Inc. | $71.1M | 745,177 | 2.47% | 9q | +9.2%+$6.0M |
| Legacy Wealth Management, LLC | $69.5M | 728,716 | 3.64% | 8q | -1.5%-$1.1M |
| Forvis Mazars Wealth Advisors, LLC | $69.5M | 728,090 | 1.16% | 31q | -3.3%-$2.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $60.5M | 633,567 | 0.03% | 31q | -10.4%-$7.0M |
| STIFEL FINANCIAL CORP | $59.6M | 624,773 | 0.05% | 31q | +6.3%+$3.5M |
| Tiller Private Wealth, Inc. | $59.3M | 621,092 | 18.57% | 21q | -0.6%-$336.1K |
| M&T Bank Corp | $58.8M | 616,609 | 0.17% | 26q | -1.6%-$956.6K |
| Steward Partners Investment Advisory, LLC | $56.7M | 594,031 | 0.29% | 31q | +37.3%+$15.4M |
| Composition Wealth, LLC | $56.5M | 591,873 | 0.66% | 20q | +11.1%+$5.6M |
| MML INVESTORS SERVICES, LLC | $55.1M | 576,881 | 0.11% | 31q | +18.3%+$8.5M |
| Adventist Health System/ West | $52.8M | 552,898 | 8.27% | 4q | HELD |
| Astoria Strategic Wealth, Inc. | $51.8M | 542,748 | 11.83% | 27q | HELD |
| Chesley Taft & Associates LLC | $51.6M | 540,179 | 2.01% | 25q | +3.6%+$1.8M |
| 49 WEALTH MANAGEMENT, LLC | $50.6M | 530,586 | 4.83% | 3q | +8000.5%+$50.0M |
| EQUITABLE TRUST CO | $50.6M | 529,756 | 2.11% | 31q | -3.5%-$1.8M |
| FACTORY MUTUAL INSURANCE CO | $50.0M | 524,000 | 0.47% | new | NEW |
| Waverly Advisors, LLC | $49.5M | 518,215 | 0.29% | 16q | +40.6%+$14.3M |
| Bricktown Capital, LLC | $49.1M | 514,044 | 8.86% | 6q | +3.2%+$1.5M |
| Allen Investment Management, LLC | $45.9M | 480,805 | 0.54% | 31q | +0.9%+$412.2K |
| Johnson Financial Group, Inc. | $44.8M | 469,910 | 1.47% | 31q | HELD |
| Geneos Wealth Management Inc. | $44.2M | 463,174 | 0.90% | 42q | HELD |
| Standpoint Asset Management, LLC | $42.4M | 444,300 | 8.89% | 15q | +3.8%+$1.5M |
| World Investment Advisors | $40.3M | 462,244 | 0.67% | 31q | HELD |
| SWF LLC | $39.4M | 412,419 | 2.63% | new | NEW |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $39.1M | 409,902 | 3.38% | 15q | +9.8%+$3.5M |
| PRINCIPAL SECURITIES, INC. | $38.6M | 404,333 | 0.46% | 11q | -5.0%-$2.0M |
| Graney & King, LLC | $37.9M | 397,614 | 13.64% | new | NEW |
| PNC Financial Services Group, Inc. | $36.8M | 385,388 | 0.02% | 31q | +1.2%+$428.1K |
| Savant Capital, LLC | $34.5M | 361,898 | 0.10% | 20q | HELD |
| HUB Investment Partners, LLC | $33.2M | 348,109 | 0.60% | 11q | +4.2%+$1.3M |
| Meridian Wealth Partners, LLC | $32.1M | 336,456 | 3.89% | 27q | +1.1%+$348.1K |
| Integrated Wealth Concepts LLC | $31.2M | 327,183 | 0.15% | 30q | +22.5%+$5.7M |
| Stone House Investment Management, LLC | $31.0M | 325,020 | 4.12% | 12q | +601788.9%+$31.0M |
| MARS JEWETT FINANCIAL GROUP, INC. | $30.6M | 320,820 | 6.20% | 3q | +3493.8%+$29.8M |
| Wick Capital Partners, LLC | $28.1M | 294,580 | 4.24% | 14q | +11.0%+$2.8M |
| REGATTA CAPITAL GROUP, LLC | $27.6M | 289,517 | 3.72% | 19q | +12.0%+$3.0M |
| Aptus Capital Advisors, LLC | $26.5M | 277,937 | 0.18% | 3q | +8.8%+$2.1M |
| BRASADA CAPITAL MANAGEMENT, LP | $26.2M | 137,189 | 2.34% | 3q | +85.8%+$12.1M |
| Cerity Partners LLC | $26.1M | 273,452 | 0.03% | 22q | +2.2%+$566.8K |
| Brookstone Capital Management | $26.0M | 272,923 | 0.26% | 24q | HELD |
| Creative Planning | $25.8M | 269,832 | 0.02% | 31q | +6.4%+$1.6M |
| Ullmann Wealth Partners Group, LLC | $25.5M | 267,386 | 2.32% | 25q | -1.6%-$402.7K |
| Alliance Wealth Advisors, LLC /UT | $25.5M | 266,800 | 4.80% | 5q | +19.0%+$4.1M |
| ALONGSIDE, LLC | $25.3M | 265,293 | 4.83% | 2q | -1.1%-$272.5K |
| Mirae Asset Global Investments Co., Ltd. | $24.7M | 258,912 | 0.04% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.2M | 253,609 | 0.04% | 25q | +4.9%+$1.1M |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $22.7M | 237,405 | 1.66% | 31q | -25.5%-$7.7M |
| Magnolia Wealth Management, LLC | $22.4M | 234,771 | 11.73% | 18q | HELD |
| Finley Financial, LLC | $21.8M | 228,192 | 8.77% | 7q | -0.5%-$113.6K |
| Patrick Mauro Investment Advisor, INC. | $21.7M | 227,748 | 10.92% | 16q | +14.2%+$2.7M |
| Advisory Services Network, LLC | $21.7M | 227,271 | 0.25% | 31q | -6.8%-$1.6M |
| MontVue Capital Management, Inc. | $21.1M | 220,795 | 12.12% | 11q | -2.6%-$556.6K |
| Private Advisor Group, LLC | $21.0M | 219,975 | 0.10% | 31q | -1.4%-$302.4K |
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,019 | $46.2B | 486,444,653 | 92 | 397 | 258 | 0.0% |
| Q1 2026 | 963 | $42.6B | 492,751,064 | 86 | 339 | 269 | 0.0% |
| Q4 2025 | 931 | $41.9B | 495,467,864 | 86 | 350 | 222 | 0.0% |
| Q3 2025 | 822 | $40.1B | 485,283,055 | 71 | 272 | 238 | 0.0% |
| Q2 2025 | 806 | $37.1B | 481,454,597 | 86 | 288 | 230 | 0.0% |
| Q1 2025 | 753 | $31.7B | 454,835,345 | 62 | 242 | 250 | 0.0% |
| Q4 2024 | 744 | $30.7B | 464,224,857 | 44 | 269 | 200 | 0.0% |
| Q3 2024 | 707 | $31.5B | 434,437,424 | 53 | 210 | 237 | 0.0% |
| Q2 2024 | 672 | $29.5B | 436,132,740 | 37 | 264 | 207 | 0.0% |
| Q1 2024 | 668 | $29.7B | 437,481,834 | 41 | 237 | 211 | 0.0% |
| Q4 2023 | 665 | $27.1B | 417,637,589 | 59 | 250 | 183 | 0.0% |
| Q3 2023 | 604 | $24.2B | 403,127,133 | 40 | 202 | 195 | 0.0% |
| Q2 2023 | 588 | $24.9B | 400,698,572 | 38 | 242 | 175 | 0.0% |
| Q1 2023 | 568 | $23.6B | 380,830,152 | 45 | 176 | 208 | 0.0% |
| Q4 2022 | 550 | $22.6B | 390,393,815 | 74 | 179 | 175 | 0.0% |
| Q3 2022 | 558 | $21.2B | 416,280,708 | 32 | 222 | 166 | 0.0% |
| Q2 2022 | 587 | $22.7B | 397,834,605 | 49 | 244 | 176 | 0.0% |
| Q1 2022 | 595 | $26.2B | 393,494,012 | 47 | 231 | 184 | 0.0% |
| Q4 2021 | 605 | $28.1B | 396,379,675 | 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% |