Vault-13

ISHARES TR IXUS

CORE MSCI TOTAL · ETP · CUSIP 46432F834

799 institutional holders +8 vs Q4 2024
496,179,859496.2m shares reported held*
$34.6bnreported value*
67 new 270 added 300 reduced 50 sold out net sold ≈ $718.1m (-10.3m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $69.80. Options: 1 managers hold calls ($104.7k notional), 2 hold puts ($27.9k).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 560Q4 22: 642Q1 23: 641Q2 23: 652Q3 23: 656Q4 23: 718Q1 24: 716Q2 24: 722Q3 24: 758Q4 24: 791Q1 25: 799799Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022560
Q4 2022642
Q1 2023641
Q2 2023652
Q3 2023656
Q4 2023718
Q1 2024716
Q2 2024722
Q3 2024758
Q4 2024791
Q1 2025799

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q2 23: 336 bought or addedQ2 23: 250 cut or sold outQ3 23: 275 bought or addedQ3 23: 273 cut or sold outQ3 23Q4 23: 355 bought or addedQ4 23: 261 cut or sold outQ1 24: 314 bought or addedQ1 24: 293 cut or sold outQ1 24Q2 24: 358 bought or addedQ2 24: 278 cut or sold outQ3 24: 306 bought or addedQ3 24: 304 cut or sold outQ3 24Q4 24: 371 bought or addedQ4 24: 293 cut or sold outQ1 25: 337 bought or addedQ1 25: 350 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023336250
Q3 2023275273
Q4 2023355261
Q1 2024314293
Q2 2024358278
Q3 2024306304
Q4 2024371293
Q1 2025337350

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$250k$500k$750k$1mQ2 24 calls: $391.8kQ2 24 puts: $0Q2 24P/C 0.00Q3 24 calls: $871.6kQ3 24 puts: $479.4kQ3 24P/C 0.55Q4 24 calls: $125.7kQ4 24 puts: $39.7kQ4 24P/C 0.32Q1 25 calls: $104.7kQ1 25 puts: $27.9kQ1 25P/C 0.27
Numbers
QuarterCallsPutsP/C
Q2 2024$391.8k$00.00
Q3 2024$871.6k$479.4k0.55
Q4 2024$125.7k$39.7k0.32
Q1 2025$104.7k$27.9k0.27

Biggest buyers

JANE STREET GROUP, LLC Added +9,392,161+9.4m
BANK OF AMERICA CORP /DE/ Added +3,559,705+3.6m
JPMORGAN CHASE & CO Added +1,609,435+1.6m
Orion Portfolio Solutions, LLC Added +986,344+986.3k
Sequoia Financial Advisors, LLC Added +932,456+932.5k
US BANCORP \DE\ Added +696,288+696.3k
AlphaCore Capital LLC New +626,675+626.7k
Geneos Wealth Management Inc. Added +514,450+514.5k
ENVESTNET ASSET MANAGEMENT INC Added +364,567+364.6k
Mill Creek Capital Advisors, LLC Added +349,938+349.9k

Biggest sellers

BlackRock, Inc. Reduced -20,756,351-20.8m
Focus Partners Wealth Reduced -6,275,922-6.3m
ALLIANCEBERNSTEIN L.P. Reduced -1,368,633-1.4m
Essential Planning, LLC. Reduced -664,861-664.9k
TRUE Private Wealth Advisors Reduced -657,472-657.5k
AMERIPRISE FINANCIAL INC Reduced -525,721-525.7k
Acorns Advisers, LLC Reduced -325,289-325.3k
WELLS FARGO & COMPANY/MN Reduced -299,770-299.8k
Amica Retiree Medical Trust Sold out -264,031-264.0k
BRANDES INVESTMENT PARTNERS, LP Reduced -255,932-255.9k

Biggest calls

CITADEL ADVISORS LLC Reduced $104.7k1.5k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $27.9k400 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution -1.2 pts · filed 2026-10-27 43.5% -1.2 pts 269.2m≈ $25.7bn 2026-10-27

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.40% of their portfolio New York, NY 268,543,966268.5m $18.7bn $18.7bn 0.40% Reduced -20.8m -20,756,351
2 Acorns Advisers, LLC 22.66% of their portfolio IRVINE, CA 33,841,01833.8m $2.4bn $2.4bn 22.66% Reduced -325.3k -325,289
3 ALLIANCEBERNSTEIN L.P. 0.57% of their portfolio NASHVILLE, TN 22,610,31322.6m $1.6bn $1.6bn 0.57% Reduced -1.4m -1,368,633
4 ENVESTNET ASSET MANAGEMENT INC 0.26% of their portfolio Berwyn, PA 11,402,46611.4m $796.0m $796.0m 0.26% Added +364.6k +364,567
5 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 10,771,18410.8m $751.9m $751.9m 0.07% Added +3.6m +3,559,705
6 JANE STREET GROUP, LLC 1.19% of their portfolio NEW YORK, NY 9,475,8299.5m $661.5m $661.5m 1.19% Added +9.4m +9,392,161
7 FACTORY MUTUAL INSURANCE CO 6.94% of their portfolio WALTHAM, MA 8,566,7608.6m $598.0m $598.0m 6.94% Reduced -30.3k -30,300
8 D.A. DAVIDSON & CO. 4.05% of their portfolio GREAT FALLS, MT 7,216,7907.2m $503.8m $503.8m 4.05% Added +274.0k +274,011
9 US BANCORP \DE\ 0.66% of their portfolio MINNEAPOLIS, MN 7,038,4537.0m $491.4m $491.4m 0.66% Added +696.3k +696,288
10 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 6,854,0286.9m $478.5m $478.5m 0.03% Reduced -60.6k -60,571
11 Focus Partners Wealth 1.04% of their portfolio ST LOUIS, MO 5,943,5705.9m $414.9m $414.9m 1.04% Reduced -6.3m -6,275,922
12 Mill Creek Capital Advisors, LLC 8.56% of their portfolio Conshohocken, PA 5,063,6085.1m $353.5m $353.5m 8.56% Added +349.9k +349,938
13 Sequoia Financial Advisors, LLC 2.72% of their portfolio Akron, OH 5,051,8365.1m $352.7m $352.7m 2.72% Added +932.5k +932,456
14 Clark Capital Management Group, Inc. 1.57% of their portfolio PHILADELPHIA, PA 3,134,4923.1m $218.8m $218.8m 1.57% Added +100.9k +100,857
15 LPL Financial LLC 0.08% of their portfolio FORT MILL, SC 3,119,8623.1m $217.8m $217.8m 0.08% Added +185.4k +185,380
16 Waldron Private Wealth LLC 8.78% of their portfolio BRIDGEVILLE, PA 2,665,0742.7m $186.0m $186.0m 8.78% Reduced -100.3k -100,339
17 AMICA MUTUAL INSURANCE CO 18.57% of their portfolio PROVIDENCE, RI 2,413,5892.4m $168.6m $168.6m 18.57% Reduced -200.0k -200,000
18 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,332,8992.3m $162.9m $162.9m 0.01% Added +1.6m +1,609,435
19 Mariner, LLC 0.27% of their portfolio Overland Park, KS 2,307,6852.3m $161.3m $161.3m 0.27% Added +95.4k +95,413
20 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 2,298,7282.3m $160.5m $160.5m 0.04% Added +274.9k +274,903
21 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 8.63% of their portfolio ROCHESTER, NY 2,257,9822.3m $157.6m $157.6m 8.63% Added +116.1k +116,114
22 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,203,4292.2m $153.8m $153.8m 0.03% Added +43.2k +43,170
23 Orion Portfolio Solutions, LLC 0.66% of their portfolio Omaha, NE 1,967,9552.0m $133.8m $133.8m 0.66% Added +986.3k +986,344
24 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,834,5211.8m $128.1m $128.1m 0.03% Reduced -525.7k -525,721
25 Fund Evaluation Group, LLC 5.19% of their portfolio CINCINNATI, OH 1,720,8281.7m $120.1m $120.1m 5.19% Added +200.8k +200,765
26 CAHABA WEALTH MANAGEMENT, INC. 9.89% of their portfolio Atlanta, GA 1,712,1131.7m $119.5m $119.5m 9.89% Added +22.8k +22,782
27 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,707,3381.7m $119.2m $119.2m 0.03% Reduced -299.8k -299,770
28 HighTower Advisors, LLC 0.16% of their portfolio CHICAGO, IL 1,692,5681.7m $118.2m $118.2m 0.16% Added +17.6k +17,561
29 Cetera Investment Advisers 0.22% of their portfolio SCHAUMBURG, IL 1,634,7281.6m $114.1m $114.1m 0.22% Added +116.3k +116,340
30 Hardy Reed LLC 9.64% of their portfolio TUPELO, MS 1,565,2321.6m $109.3m $109.3m 9.64% Added +42.1k +42,057
31 Janney Montgomery Scott LLC 0.31% of their portfolio PHILADELPHIA, PA 1,550,7711.6m $108.3m $108.3m 0.31% Added +108.5k +108,511
32 Allworth Financial LP 0.62% of their portfolio FOLSOM, CA 1,545,1621.5m $109.9m $109.9m 0.62% Added +191.9k +191,932
33 AMG National Trust Bank 2.97% of their portfolio GREENWOOD VILLAGE, CO 1,516,1881.5m $105.8m $105.8m 2.97% Reduced -68.6k -68,603
34 COMMONWEALTH EQUITY SERVICES, LLC 0.13% of their portfolio WALTHAM, MA 1,334,2601.3m $93.1m $93.1m 0.13% Added +8.2k +8,224
35 Prime Capital Investment Advisors, LLC 1.05% of their portfolio OVERLAND PARK, KS 1,285,7921.3m $89.8m $89.8m 1.05% Added +166.0k +165,965
36 BANK OF HAWAII 4.89% of their portfolio HONOLULU, HI 1,219,0251.2m $85.1m $85.1m 4.89% Reduced -32.2k -32,207
37 ALERUS FINANCIAL NA 5.97% of their portfolio GRAND FORKS, ND 1,068,3811.1m $74.6m $74.6m 5.97% Reduced -43.5k -43,502
38 Compass Ion Advisors, LLC 8.60% of their portfolio CONSHOHOCKEN, PA 1,046,3001.0m $73.0m $73.0m 8.60% Added +62.5k +62,523
39 Gerber Kawasaki Wealth & Investment Management 3.14% of their portfolio SANTA MONICA, CA 1,000,0161.0m $69.8m $69.8m 3.14% Added +171.6k +171,605
40 Orion Porfolio Solutions, LLC 0.67% of their portfolio OMAHA, NE 986,344986.3k $68.9m $68.9m 0.67% Added +4.7k +4,733
41 M&T Bank Corp 0.23% of their portfolio BUFFALO, NY 897,930897.9k $62.7m $62.7m 0.23% Reduced -30.2k -30,154
42 Capstone Financial Advisors, Inc. 3.87% of their portfolio DOWNERS GROVE, IL 884,262884.3k $61.7m $61.7m 3.87% Reduced -16.9k -16,860
43 Wealthspire Advisors, LLC 0.36% of their portfolio NEW YORK, NY 854,574854.6k $59.7m $59.7m 0.36% Reduced -2.8k -2,753
44 Geneos Wealth Management Inc. 0.83% of their portfolio ENGLEWOOD, CO 823,942823.9k $57.5m $57.5m 0.83% Added +514.5k +514,450
45 Forvis Mazars Wealth Advisors, LLC 1.38% of their portfolio Springfield, MO 822,813822.8k $57.4m $57.4m 1.38% Reduced -34.2k -34,243
46 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 809,708809.7k $56.5m $56.5m 0.02% Added +43.9k +43,892
47 Legacy Wealth Management, LLC 3.63% of their portfolio MEMPHIS, TN 781,149781.1k $54.5m $54.5m 3.63% Reduced -813 -813
48 Corient Private Wealth LP 0.09% of their portfolio MIAMI, FL 759,891759.9k $53.0m $53.0m 0.09% Reduced -34.0k -34,024
49 Cambridge Investment Research Advisors, Inc. 0.18% of their portfolio FAIRFIELD, IA 743,392743.4k $51.9m $51.9m 0.18% Reduced -2.5k -2,536
50 CAPTRUST FINANCIAL ADVISORS 0.11% of their portfolio RALEIGH, NC 653,179653.2k $45.6m $45.6m 0.11% Added +17.5k +17,539
51 Standpoint Asset Management, LLC 8.40% of their portfolio SCOTTSDALE, AZ 652,600652.6k $45.6m $45.6m 8.40% Added +23.6k +23,600
52 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 651,137651.1k $45.6m $45.6m 0.04% Added +28.1k +28,068
53 AlphaCore Capital LLC 3.74% of their portfolio LA JOLLA, CA 626,675626.7k $43.7m $43.7m 3.74% New
54 LOWE BROCKENBROUGH & CO INC 2.68% of their portfolio RICHMOND, VA 582,979583.0k $40.7m $40.7m 2.68% Added +6.0k +6,023
55 TRUE Private Wealth Advisors 4.83% of their portfolio Salem, OR 569,760569.8k $39.8m $39.8m 4.83% Reduced -657.5k -657,472
56 Tiller Private Wealth, Inc. 16.05% of their portfolio BETHLEHEM, PA 552,087552.1k $38.5m $38.5m 16.05% Added +26.2k +26,239
57 PHILLIPS FINANCIAL MANAGEMENT, LLC 2.94% of their portfolio FORT WAYNE, IN 544,978545.0k $38.0m $38.0m 2.94% Reduced -41.8k -41,840
58 OSAIC HOLDINGS, INC. 0.08% of their portfolio SCOTTSDALE, AZ 542,519542.5k $37.9m $37.9m 0.08% Added +60.0k +60,010
59 Astoria Strategic Wealth, Inc. 10.88% of their portfolio NEW BRAUNFELS, TX 530,375530.4k $37.0m $37.0m 10.88% Added +23.6k +23,633
60 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 527,686527.7k $36.8m $36.8m 0.04% Reduced -12.1k -12,123
61 Aviso Financial Inc. 1.71% of their portfolio TORONTO, A6 496,974497.0k $34.7m $34.7m 1.71% Added +133.2k +133,231
62 Johnson Financial Group, Inc. 1.66% of their portfolio RACINE, WI 486,145486.1k $33.9m $33.9m 1.66% Reduced -26.5k -26,458
63 Charter Oak Capital Management, LLC 3.07% of their portfolio PORTSMOUTH, NH 478,972479.0k $33.4m $33.4m 3.07% Reduced -18.5k -18,469
64 HILL ISLAND FINANCIAL LLC 9.31% of their portfolio GRAND RAPIDS, MI 454,796454.8k $31.7m $31.7m 9.31% Added +23.6k +23,641
65 Chesley Taft & Associates LLC 1.47% of their portfolio CHICAGO, IL 436,201436.2k $30.5m $30.5m 1.47% Added +3.6k +3,624
66 Aptus Capital Advisors, LLC 0.34% of their portfolio FAIRHOPE, AL 432,597432.6k $30.2m $30.2m 0.34% Added +4.0k +3,977
67 EQUITABLE TRUST CO 1.61% of their portfolio NASHVILLE, TN 416,585416.6k $29.1m $29.1m 1.61% Reduced -2.2k -2,238
68 PRINCIPAL SECURITIES, INC. 0.61% of their portfolio DES MOINES, IA 413,706413.7k $27.4m $27.4m 0.61% Added +41 +41
69 World Investment Advisors 0.74% of their portfolio LINCROFT, NJ 406,533406.5k $28.4m $28.4m 0.74% Added +91.7k +91,712
70 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 405,806405.8k $28.3m $28.3m 0.05% Added +31.9k +31,856
71 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 395,868395.9k $27.6m $27.6m 0.01% Reduced -17.4k -17,438
72 Allen Investment Management, LLC 0.32% of their portfolio NEW YORK, NY 395,466395.5k $27.6m $27.6m 0.32% Reduced -4.1k -4,107
73 Composition Wealth, LLC 0.52% of their portfolio LOS ANGELES, CA 372,309372.3k $26.0m $26.0m 0.52% Added +19.8k +19,768
74 Thrivent Financial for Lutherans 0.06% of their portfolio Minneapolis, MN 361,411361.4k $25.1m $25.1m 0.06% Reduced -28.7k -28,680
75 Skyline Advisors, Inc. 9.71% of their portfolio BELLINGHAM, WA 353,354353.4k $24.7m $24.7m 9.71% Added +7.3k +7,280
76 DRW Securities, LLC 2.07% of their portfolio CHICAGO, IL 349,788349.8k $24.4m $24.4m 2.07% New
77 MML INVESTORS SERVICES, LLC 0.08% of their portfolio SPRINGFIELD, MA 347,444347.4k $24.3m $24.3m 0.08% Added +10.8k +10,850
78 Vantage Financial Partners, LLC 5.77% of their portfolio ELM GROVE, WI 332,656332.7k $23.2m $23.2m 5.77% Reduced -5.9k -5,919
79 Ullmann Wealth Partners Group, LLC 2.91% of their portfolio JACKSONVILLE BEACH, FL 313,209313.2k $21.9m $21.9m 2.91% Reduced -12.8k -12,787
80 Stone House Investment Management, LLC 4.40% of their portfolio TUNKHANNOCK, PA 311,013311.0k $21.7m $21.7m 4.40% Added +69.7k +69,663
81 Corrigan Financial, Inc. 4.31% of their portfolio MIDDLETOWN, RI 299,352299.4k $20.9m $20.9m 4.31% Reduced -3.0k -2,993
82 Brookstone Capital Management 0.29% of their portfolio WHEATON, IL 286,353286.4k $20.0m $20.0m 0.29% Reduced -21.8k -21,787
83 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.36% of their portfolio MINNEAPOLIS, MN 279,277279.3k $19.5m $19.5m 0.36% Reduced -34.0k -33,957
84 Meridian Wealth Partners, LLC 2.96% of their portfolio EXTON, PA 265,571265.6k $18.5m $18.5m 2.96% Added +854 +854
85 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 264,627264.6k $18.5m $18.5m 0.04% Reduced -3.5k -3,514
86 HUB Investment Partners, LLC 0.74% of their portfolio AUSTIN, TX 262,922262.9k $18.4m $18.4m 0.74% Added +42.0k +41,984
87 OLD MISSION CAPITAL LLC 0.35% of their portfolio CHICAGO, IL 262,917262.9k $18.4m $18.4m 0.35% New
88 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 242,884242.9k $17.0m $17.0m 0.01% Reduced -161.4k -161,354
89 MontVue Capital Management, Inc. 12.96% of their portfolio Lynchburg, VA 231,980232.0k $16.2m $16.2m 12.96% Added +2.0k +2,007
90 Integrated Wealth Concepts LLC 0.19% of their portfolio WALTHAM, MA 229,451229.5k $16.0m $16.0m 0.19% Added +33.9k +33,874
91 Magnolia Wealth Management, LLC 11.11% of their portfolio DOTHAN, AL 221,916221.9k $15.5m $15.5m 11.11% Added +3.9k +3,850
92 FIRST HAWAIIAN BANK 2.25% of their portfolio HONOLULU, HI 221,270221.3k $15.4m $15.4m 2.25% Reduced -44.9k -44,914
93 Wick Capital Partners, LLC 4.57% of their portfolio WAYNE, PA 219,082219.1k $15.3m $15.3m 4.57% Reduced -11.7k -11,748
94 HB Wealth Management, LLC 0.13% of their portfolio Atlanta, GA 213,237213.2k $14.9m $14.9m 0.13% Added +5.3k +5,275
95 Goldstein Advisors, LLC 2.15% of their portfolio Madison, WI 210,667210.7k $14.7m $14.7m 2.15% Reduced -1.3k -1,312
96 CHOREO, LLC 0.22% of their portfolio ROCKFORD, IL 207,032207.0k $14.5m $14.5m 0.22% Reduced -22.8k -22,755
97 Strategic Point Investment Advisors, LLC 2.37% of their portfolio PROVIDENCE, RI 203,815203.8k $14.2m $14.2m 2.37% Reduced -895 -895
98 Spectrum Investment Advisors, Inc. 8.93% of their portfolio MEQUON, WI 198,113198.1k $13.8m $13.8m 8.93% Added +4.4k +4,438
99 Allspring Global Investments Holdings, LLC 0.02% of their portfolio CHARLOTTE, NC 194,358194.4k $13.6m $13.6m 0.02% Unchanged
100 White Lighthouse Investment Management Inc. 2.40% of their portfolio BEDFORD, MA 192,895192.9k $13.5m $13.5m 2.40% Reduced -3.2k -3,213