Vault-13

ISHARES TR IXUS

CORE MSCI TOTAL · ETP · CUSIP 46432F834

845 institutional holders +46 vs Q1 2025
530,406,094530.4m shares reported held*
$40.5bnreported value*
85 new 337 added 266 reduced 40 sold out net bought ≈ $2.3bn (+36.4m 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 ($13.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $76.36. Options: 1 managers hold calls ($432.9k notional), 2 hold puts ($556.6k).

Trends to Q2 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: 799Q2 25: 845845Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025845

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q3 23: 275 bought or addedQ3 23: 273 cut or sold outQ4 23: 355 bought or addedQ4 23: 261 cut or sold outQ4 23Q1 24: 314 bought or addedQ1 24: 293 cut or sold outQ2 24: 358 bought or addedQ2 24: 278 cut or sold outQ2 24Q3 24: 306 bought or addedQ3 24: 304 cut or sold outQ4 24: 371 bought or addedQ4 24: 293 cut or sold outQ4 24Q1 25: 337 bought or addedQ1 25: 350 cut or sold outQ2 25: 422 bought or addedQ2 25: 306 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023275273
Q4 2023355261
Q1 2024314293
Q2 2024358278
Q3 2024306304
Q4 2024371293
Q1 2025337350
Q2 2025422306

Calls vs puts

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

CallsPuts
$0$250k$500k$750k$1mQ3 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 0.27Q2 25 calls: $432.9kQ2 25 puts: $556.6kQ2 25P/C 1.29
Numbers
QuarterCallsPutsP/C
Q3 2024$871.6k$479.4k0.55
Q4 2024$125.7k$39.7k0.32
Q1 2025$104.7k$27.9k0.27
Q2 2025$432.9k$556.6k1.29

Biggest buyers

BlackRock, Inc. Added +26,003,767+26.0m
Gallagher Fiduciary Advisors, LLC Added +5,475,230+5.5m
CAPTRUST FINANCIAL ADVISORS Added +5,392,418+5.4m
ROYAL BANK OF CANADA Added +2,336,948+2.3m
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP Added +2,117,617+2.1m
DAVIDSON INVESTMENT ADVISORS Added +1,697,204+1.7m
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +1,549,778+1.5m
Acorns Advisers, LLC Added +1,138,600+1.1m
AMICA MUTUAL INSURANCE CO Added +979,619+979.6k
Wick Capital Partners, LLC Added +669,576+669.6k

Biggest sellers

JANE STREET GROUP, LLC Sold out -9,475,829-9.5m
BANK OF AMERICA CORP /DE/ Reduced -3,604,812-3.6m
JPMORGAN CHASE & CO Reduced -1,299,356-1.3m
Geneos Wealth Management Inc. Reduced -352,966-353.0k
DRW Securities, LLC Sold out -349,788-349.8k
HILL ISLAND FINANCIAL LLC Reduced -347,010-347.0k
Thrivent Financial for Lutherans Reduced -306,952-307.0k
FACTORY MUTUAL INSURANCE CO Reduced -267,300-267.3k
Clark Capital Management Group, Inc. Reduced -261,530-261.5k
US BANCORP \DE\ Reduced -249,806-249.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $432.9k5.6k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $556.6k7.2k 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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.44% of their portfolio New York, NY 294,547,733294.5m $22.8bn $22.8bn 0.44% Added +26.0m +26,003,767
2 Acorns Advisers, LLC 23.20% of their portfolio IRVINE, CA 34,979,61835.0m $2.7bn $2.7bn 23.20% Added +1.1m +1,138,600
3 ALLIANCEBERNSTEIN L.P. 0.56% of their portfolio NASHVILLE, TN 22,381,11122.4m $1.7bn $1.7bn 0.56% Reduced -229.2k -229,202
4 ENVESTNET ASSET MANAGEMENT INC 0.26% of their portfolio Berwyn, PA 11,530,67711.5m $891.4m $891.4m 0.26% Added +128.2k +128,211
5 FACTORY MUTUAL INSURANCE CO 7.01% of their portfolio WALTHAM, MA 8,299,4608.3m $641.6m $641.6m 7.01% Reduced -267.3k -267,300
6 D.A. DAVIDSON & CO. 4.00% of their portfolio GREAT FALLS, MT 7,344,6817.3m $567.8m $567.8m 4.00% Added +127.9k +127,891
7 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 7,251,6547.3m $560.6m $560.6m 0.04% Added +397.6k +397,626
8 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 7,166,3727.2m $554.0m $554.0m 0.04% Reduced -3.6m -3,604,812
9 US BANCORP \DE\ 0.66% of their portfolio MINNEAPOLIS, MN 6,788,6476.8m $524.8m $524.8m 0.66% Reduced -249.8k -249,806
10 Focus Partners Wealth 1.08% of their portfolio ST LOUIS, MO 6,417,7766.4m $496.2m $496.2m 1.08% Added +474.2k +474,206
11 CAPTRUST FINANCIAL ADVISORS 1.04% of their portfolio RALEIGH, NC 6,045,5976.0m $467.4m $467.4m 1.04% Added +5.4m +5,392,418
12 Gallagher Fiduciary Advisors, LLC 0.00% of their portfolio ROLLING MEADOWS, IL 5,562,2205.6m $72.6k $72.6k 0.00% Added +5.5m +5,475,230
13 Sequoia Financial Advisors, LLC 2.94% of their portfolio Akron, OH 5,549,4145.5m $429.0m $429.0m 2.94% Added +497.6k +497,578
14 Mill Creek Capital Advisors, LLC 8.81% of their portfolio Conshohocken, PA 5,139,1615.1m $397.3m $397.3m 8.81% Added +75.6k +75,553
15 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 4,635,6764.6m $358.4m $358.4m 0.03% Added +2.3m +2,336,948
16 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 3,473,4293.5m $268.5m $268.5m 0.09% Added +353.6k +353,567
17 AMICA MUTUAL INSURANCE CO 25.32% of their portfolio PROVIDENCE, RI 3,393,2083.4m $262.5m $262.5m 25.32% Added +979.6k +979,619
18 Clark Capital Management Group, Inc. 1.54% of their portfolio PHILADELPHIA, PA 2,872,9622.9m $222.1m $222.1m 1.54% Reduced -261.5k -261,530
19 Waldron Private Wealth LLC 8.78% of their portfolio BRIDGEVILLE, PA 2,604,7062.6m $201.4m $201.4m 8.78% Reduced -60.4k -60,368
20 Mariner, LLC 0.27% of their portfolio Overland Park, KS 2,414,1252.4m $186.6m $186.6m 0.27% Added +106.4k +106,440
21 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 8.76% of their portfolio ROCHESTER, NY 2,212,4252.2m $171.0m $171.0m 8.76% Reduced -45.6k -45,557
22 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 13.03% of their portfolio Altamonte Springs, FL 2,190,0872.2m $169.3m $169.3m 13.03% Added +2.1m +2,117,617
23 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,126,1772.1m $164.4m $164.4m 0.03% Reduced -77.3k -77,252
24 Fund Evaluation Group, LLC 5.85% of their portfolio CINCINNATI, OH 1,957,3642.0m $151.3m $151.3m 5.85% Added +236.5k +236,536
25 AMERIPRISE FINANCIAL INC 0.03% of their portfolio MINNEAPOLIS, MN 1,768,4181.8m $136.7m $136.7m 0.03% Reduced -66.1k -66,103
26 HighTower Advisors, LLC 0.17% of their portfolio CHICAGO, IL 1,753,0631.8m $135.5m $135.5m 0.17% Added +60.5k +60,495
27 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,710,5681.7m $132.2m $132.2m 0.03% Added +3.2k +3,230
28 DAVIDSON INVESTMENT ADVISORS 5.91% of their portfolio GREAT FALLS, MT 1,701,3271.7m $131.5m $131.5m 5.91% Added +1.7m +1,697,204
29 CAHABA WEALTH MANAGEMENT, INC. 10.15% of their portfolio Atlanta, GA 1,689,6421.7m $130.6m $130.6m 10.15% Reduced -22.5k -22,471
30 Cetera Investment Advisers 0.22% of their portfolio SCHAUMBURG, IL 1,649,6001.6m $127.5m $127.5m 0.22% Added +14.9k +14,872
31 Hardy Reed LLC 9.73% of their portfolio TUPELO, MS 1,570,1001.6m $121.4m $121.4m 9.73% Added +4.9k +4,868
32 Janney Montgomery Scott LLC 0.32% of their portfolio PHILADELPHIA, PA 1,559,9241.6m $120.6m $120.6m 0.32% Added +9.2k +9,153
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.18% of their portfolio BALA CYNWYD, PA 1,549,7781.5m $119.8m $119.8m 0.18% New
34 Allworth Financial LP 0.57% of their portfolio FOLSOM, CA 1,526,8471.5m $118.0m $118.0m 0.57% Reduced -18.3k -18,315
35 AMG National Trust Bank 3.08% of their portfolio GREENWOOD VILLAGE, CO 1,515,2411.5m $117.1m $117.1m 3.08% Reduced -947 -947
36 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 1,422,4091.4m $110.0m $110.0m 0.15% Added +88.1k +88,149
37 BANK OF HAWAII 4.92% of their portfolio HONOLULU, HI 1,206,2711.2m $93.3m $93.3m 4.92% Reduced -12.8k -12,754
38 Gerber Kawasaki Wealth & Investment Management 3.37% of their portfolio SANTA MONICA, CA 1,129,3251.1m $87.3m $87.3m 3.37% Added +129.3k +129,309
39 Prime Capital Investment Advisors, LLC 1.16% of their portfolio OVERLAND PARK, KS 1,127,4001.1m $87.2m $87.2m 1.16% Reduced -158.4k -158,392
40 Compass Ion Advisors, LLC 9.02% of their portfolio CONSHOHOCKEN, PA 1,078,1631.1m $83.4m $83.4m 9.02% Added +31.9k +31,863
41 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,033,5431.0m $79.9m $79.9m 0.01% Reduced -1.3m -1,299,356
42 Orion Porfolio Solutions, LLC 0.65% of their portfolio OMAHA, NE 987,651987.7k $76.4m $76.4m 0.65% Added +1.3k +1,307
43 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 964,544964.5k $74.6m $74.6m 0.03% Added +154.8k +154,836
44 ALERUS FINANCIAL NA 5.31% of their portfolio GRAND FORKS, ND 953,094953.1k $73.7m $73.7m 5.31% Reduced -115.3k -115,287
45 Capstone Financial Advisors, Inc. 4.13% of their portfolio DOWNERS GROVE, IL 920,678920.7k $71.2m $71.2m 4.13% Added +36.4k +36,416
46 Wick Capital Partners, LLC 4.19% of their portfolio WAYNE, PA 888,658888.7k $16.1m $16.1m 4.19% Added +669.6k +669,576
47 M&T Bank Corp 0.23% of their portfolio BUFFALO, NY 880,514880.5k $68.1m $68.1m 0.23% Reduced -17.4k -17,416
48 Wealthspire Advisors, LLC 0.37% of their portfolio NEW YORK, NY 844,409844.4k $65.3m $65.3m 0.37% Reduced -10.2k -10,165
49 OSAIC HOLDINGS, INC. 0.11% of their portfolio SCOTTSDALE, AZ 834,183834.2k $62.7m $62.7m 0.11% Added +291.7k +291,664
50 Forvis Mazars Wealth Advisors, LLC 1.36% of their portfolio Springfield, MO 813,228813.2k $62.9m $62.9m 1.36% Reduced -9.6k -9,585
51 Cambridge Investment Research Advisors, Inc. 0.19% of their portfolio FAIRFIELD, IA 811,823811.8k $62.8m $62.8m 0.19% Added +68.4k +68,431
52 Legacy Wealth Management, LLC 3.72% of their portfolio MEMPHIS, TN 773,338773.3k $59.8m $59.8m 3.72% Reduced -7.8k -7,811
53 Corient Private Wealth LP 0.05% of their portfolio MIAMI, FL 730,449730.4k $40.1m $40.1m 0.05% Reduced -29.4k -29,442
54 AlphaCore Capital LLC 2.07% of their portfolio LA JOLLA, CA 699,074699.1k $54.0m $54.0m 2.07% Added +72.4k +72,399
55 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 693,789693.8k $53.6m $53.6m 0.04% Added +42.7k +42,652
56 TRUE Private Wealth Advisors 5.61% of their portfolio Salem, OR 645,801645.8k $49.9m $49.9m 5.61% Added +76.0k +76,041
57 Tiller Private Wealth, Inc. 18.15% of their portfolio BETHLEHEM, PA 617,766617.8k $47.8m $47.8m 18.15% Added +65.7k +65,679
58 LOWE BROCKENBROUGH & CO INC 2.66% of their portfolio RICHMOND, VA 611,758611.8k $47.3m $47.3m 2.66% Added +28.8k +28,779
59 Composition Wealth, LLC 0.77% of their portfolio LOS ANGELES, CA 593,428593.4k $45.9m $45.9m 0.77% Added +221.1k +221,119
60 EQUITABLE TRUST CO 2.13% of their portfolio NASHVILLE, TN 551,873551.9k $42.7m $42.7m 2.13% Added +135.3k +135,288
61 Standpoint Asset Management, LLC 8.66% of their portfolio SCOTTSDALE, AZ 547,600547.6k $42.3m $42.3m 8.66% Reduced -105.0k -105,000
62 Astoria Strategic Wealth, Inc. 10.92% of their portfolio NEW BRAUNFELS, TX 522,550522.5k $40.4m $40.4m 10.92% Reduced -7.8k -7,825
63 Aviso Financial Inc. 1.82% of their portfolio TORONTO, A6 521,227521.2k $40.3m $40.3m 1.82% Added +24.3k +24,253
64 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 517,985518.0k $40.0m $40.0m 0.04% Reduced -9.7k -9,701
65 PHILLIPS FINANCIAL MANAGEMENT, LLC 2.86% of their portfolio FORT WAYNE, IN 509,291509.3k $39.4m $39.4m 2.86% Reduced -35.7k -35,687
66 Geneos Wealth Management Inc. 0.89% of their portfolio ENGLEWOOD, CO 470,976471.0k $36.4m $36.4m 0.89% Reduced -353.0k -352,966
67 PRINCIPAL SECURITIES, INC. 0.68% of their portfolio DES MOINES, IA 466,172466.2k $36.0m $36.0m 0.68% Added +52.5k +52,466
68 Johnson Financial Group, Inc. 1.59% of their portfolio RACINE, WI 457,941457.9k $35.4m $35.4m 1.59% Reduced -28.2k -28,204
69 Charter Oak Capital Management, LLC 2.92% of their portfolio PORTSMOUTH, NH 446,500446.5k $34.5m $34.5m 2.92% Reduced -32.5k -32,472
70 Aptus Capital Advisors, LLC 0.34% of their portfolio FAIRHOPE, AL 440,107440.1k $34.0m $34.0m 0.34% Added +7.5k +7,510
71 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 436,045436.0k $33.7m $33.7m 0.10% Added +88.6k +88,601
72 Chesley Taft & Associates LLC 1.47% of their portfolio CHICAGO, IL 427,103427.1k $33.0m $33.0m 1.47% Reduced -9.1k -9,098
73 World Investment Advisors 0.73% of their portfolio LINCROFT, NJ 417,496417.5k $32.3m $32.3m 0.73% Added +11.0k +10,963
74 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 416,420416.4k $32.2m $32.2m 0.02% Added +20.6k +20,552
75 Savant Capital, LLC 0.22% of their portfolio ROCKFORD, IL 401,724401.7k $31.1m $31.1m 0.22% Added +307.2k +307,217
76 Allen Investment Management, LLC 0.33% of their portfolio NEW YORK, NY 396,760396.8k $30.7m $30.7m 0.33% Added +1.3k +1,294
77 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 367,587367.6k $28.6m $28.6m 0.05% Reduced -38.2k -38,219
78 Skyline Advisors, Inc. 10.24% of their portfolio BELLINGHAM, WA 358,603358.6k $27.7m $27.7m 10.24% Added +5.2k +5,249
79 Vantage Financial Partners, LLC 5.63% of their portfolio ELM GROVE, WI 315,662315.7k $24.4m $24.4m 5.63% Reduced -17.0k -16,994
80 Brookstone Capital Management 0.31% of their portfolio WHEATON, IL 303,874303.9k $23.5m $23.5m 0.31% Added +17.5k +17,521
81 Ullmann Wealth Partners Group, LLC 2.76% of their portfolio JACKSONVILLE BEACH, FL 302,352302.4k $23.4m $23.4m 2.76% Reduced -10.9k -10,857
82 Bricktown Capital, LLC 4.10% of their portfolio DETROIT, MI 292,600292.6k $22.6m $22.6m 4.10% Added +247.6k +247,600
83 BNP PARIBAS FINANCIAL MARKETS 0.02% of their portfolio PARIS, I0 292,100292.1k $22.6m $22.6m 0.02% Added +292.1k +292,098
84 Stone House Investment Management, LLC 4.06% of their portfolio TUNKHANNOCK, PA 285,574285.6k $22.1m $22.1m 4.06% Reduced -25.4k -25,439
85 HUB Investment Partners, LLC 0.76% of their portfolio AUSTIN, TX 282,136282.1k $21.8m $21.8m 0.76% Added +19.2k +19,214
86 Meridian Wealth Partners, LLC 3.14% of their portfolio EXTON, PA 280,487280.5k $21.7m $21.7m 3.14% Added +14.9k +14,916
87 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 256,235256.2k $19.8m $19.8m 0.04% Reduced -8.4k -8,392
88 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.32% of their portfolio MINNEAPOLIS, MN 248,417248.4k $19.2m $19.2m 0.32% Reduced -30.9k -30,860
89 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 246,040246.0k $19.0m $19.0m 0.02% Added +126.0k +125,957
90 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 235,955236.0k $18.2m $18.2m 0.01% Reduced -6.9k -6,929
91 MontVue Capital Management, Inc. 12.83% of their portfolio Lynchburg, VA 233,066233.1k $18.0m $18.0m 12.83% Added +1.1k +1,086
92 Magnolia Wealth Management, LLC 11.53% of their portfolio DOTHAN, AL 228,731228.7k $17.7m $17.7m 11.53% Added +6.8k +6,815
93 Integrated Wealth Concepts LLC 0.18% of their portfolio WALTHAM, MA 228,542228.5k $17.7m $17.7m 0.18% Reduced -909 -909
94 McKinley Carter Wealth Services, Inc. 0.95% of their portfolio WHEELING, WV 221,876221.9k $17.2m $17.2m 0.95% New
95 FIRST HAWAIIAN BANK 2.31% of their portfolio HONOLULU, HI 219,840219.8k $17.0m $17.0m 2.31% Reduced -1.4k -1,430
96 REGATTA CAPITAL GROUP, LLC 2.85% of their portfolio EL SEGUNDO, CA 214,635214.6k $16.6m $16.6m 2.85% Added +83.8k +83,842
97 LODESTAR PRIVATE ASSET MANAGEMENT LLC 1.90% of their portfolio ALAMO, CA 213,684213.7k $16.5m $16.5m 1.90% Added +30.7k +30,728
98 Goldstein Advisors, LLC 2.21% of their portfolio Madison, WI 213,136213.1k $16.5m $16.5m 2.21% Added +2.5k +2,469
99 Strategic Point Investment Advisors, LLC 2.43% of their portfolio PROVIDENCE, RI 203,995204.0k $15.8m $15.8m 2.43% Added +180 +180
100 Spectrum Investment Advisors, Inc. 9.12% of their portfolio MEQUON, WI 203,411203.4k $15.7m $15.7m 9.12% Added +5.3k +5,298