Vault-13

ISHARES TR IXUS

CORE MSCI TOTAL · ETP · CUSIP 46432F834

855 institutional holders +10 vs Q2 2025
528,940,906528.9m shares reported held*
$43.7bnreported value*
74 new 313 added 278 reduced 56 sold out net bought ≈ $432.0m (-982.8k 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 ($41.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $82.59. Options: 1 managers hold calls ($1.2m notional), 1 hold puts ($602.8k).

Trends to Q3 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: 845Q3 25: 855855Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025855

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q4 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 25Q2 25: 422 bought or addedQ2 25: 306 cut or sold outQ3 25: 387 bought or addedQ3 25: 334 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023355261
Q1 2024314293
Q2 2024358278
Q3 2024306304
Q4 2024371293
Q1 2025337350
Q2 2025422306
Q3 2025387334

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ4 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 1.29Q3 25 calls: $1.2mQ3 25 puts: $602.8kQ3 25P/C 0.51
Numbers
QuarterCallsPutsP/C
Q4 2024$125.7k$39.7k0.32
Q1 2025$104.7k$27.9k0.27
Q2 2025$432.9k$556.6k1.29
Q3 2025$1.2m$602.8k0.51

Biggest buyers

CAPTRUST FINANCIAL ADVISORS Added +2,289,007+2.3m
US BANCORP \DE\ Added +1,282,851+1.3m
BANK OF AMERICA CORP /DE/ Added +1,271,037+1.3m
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP Added +847,583+847.6k
JANE STREET GROUP, LLC New +652,176+652.2k
ALLIANCEBERNSTEIN L.P. Added +581,039+581.0k
JPMORGAN CHASE & CO Added +540,205+540.2k
ENVESTNET ASSET MANAGEMENT INC Added +534,408+534.4k
Acorns Advisers, LLC Added +515,601+515.6k
Adventist Health System/ West New +462,368+462.4k

Biggest sellers

Gallagher Fiduciary Advisors, LLC Reduced -5,397,458-5.4m
ROYAL BANK OF CANADA Reduced -2,538,380-2.5m
FACTORY MUTUAL INSURANCE CO Reduced -2,375,900-2.4m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -1,549,778-1.5m
Wick Capital Partners, LLC Reduced -679,029-679.0k
Aptus Capital Advisors, LLC Sold out -440,107-440.1k
BNP PARIBAS FINANCIAL MARKETS Sold out -292,100-292.1k
BlackRock, Inc. Reduced -287,796-287.8k
Fund Evaluation Group, LLC Reduced -238,653-238.7k
Spectrum Investment Advisors, Inc. Sold out -203,411-203.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.2m14.3k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $602.8k7.3k 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.43% of their portfolio New York, NY 294,259,937294.3m $24.3bn $24.3bn 0.43% Reduced -287.8k -287,796
2 Acorns Advisers, LLC 23.06% of their portfolio IRVINE, CA 35,495,21935.5m $2.9bn $2.9bn 23.06% Added +515.6k +515,601
3 ALLIANCEBERNSTEIN L.P. 0.60% of their portfolio NASHVILLE, TN 22,962,15023.0m $1.9bn $1.9bn 0.60% Added +581.0k +581,039
4 ENVESTNET ASSET MANAGEMENT INC 0.29% of their portfolio Berwyn, PA 12,065,08512.1m $996.3m $996.3m 0.29% Added +534.4k +534,408
5 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 8,437,4098.4m $696.8m $696.8m 0.05% Added +1.3m +1,271,037
6 CAPTRUST FINANCIAL ADVISORS 1.40% of their portfolio RALEIGH, NC 8,334,6048.3m $688.3m $688.3m 1.40% Added +2.3m +2,289,007
7 US BANCORP \DE\ 0.79% of their portfolio MINNEAPOLIS, MN 8,071,4988.1m $666.5m $666.5m 0.79% Added +1.3m +1,282,851
8 D.A. DAVIDSON & CO. 4.03% of their portfolio GREAT FALLS, MT 7,620,9877.6m $629.3m $629.3m 4.03% Added +276.3k +276,306
9 MORGAN STANLEY 0.04% of their portfolio NEW YORK, NY 7,562,6857.6m $624.5m $624.5m 0.04% Added +311.0k +311,031
10 Focus Partners Wealth 0.92% of their portfolio ST LOUIS, MO 6,874,4726.9m $568.9m $568.9m 0.92% Added +456.7k +456,696
11 FACTORY MUTUAL INSURANCE CO 4.76% of their portfolio WALTHAM, MA 5,923,5605.9m $489.2m $489.2m 4.76% Reduced -2.4m -2,375,900
12 Sequoia Financial Advisors, LLC 2.94% of their portfolio Akron, OH 5,840,7475.8m $482.3m $482.3m 2.94% Added +291.3k +291,333
13 Mill Creek Capital Advisors, LLC 8.82% of their portfolio Conshohocken, PA 5,188,6235.2m $428.5m $428.5m 8.82% Added +49.5k +49,462
14 LPL Financial LLC 0.09% of their portfolio FORT MILL, SC 3,730,5603.7m $308.1m $308.1m 0.09% Added +257.1k +257,131
15 AMICA MUTUAL INSURANCE CO 25.36% of their portfolio PROVIDENCE, RI 3,343,2083.3m $276.2m $276.2m 25.36% Reduced -50.0k -50,000
16 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10.91% of their portfolio Altamonte Springs, FL 3,037,6703.0m $250.9m $250.9m 10.91% Added +847.6k +847,583
17 Clark Capital Management Group, Inc. 1.53% of their portfolio PHILADELPHIA, PA 2,966,0783.0m $244.9m $244.9m 1.53% Added +93.1k +93,116
18 Waldron Private Wealth LLC 8.92% of their portfolio BRIDGEVILLE, PA 2,665,4602.7m $220.1m $220.1m 8.92% Added +60.8k +60,754
19 Mariner, LLC 0.27% of their portfolio Overland Park, KS 2,562,5152.6m $211.5m $211.5m 0.27% Added +148.4k +148,390
20 COBBLESTONE CAPITAL ADVISORS LLC /NY/ 8.84% of their portfolio ROCHESTER, NY 2,229,8352.2m $184.1m $184.1m 8.84% Added +17.4k +17,410
21 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 2,097,2962.1m $173.2m $173.2m 0.03% Reduced -2.5m -2,538,380
22 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,074,9272.1m $171.3m $171.3m 0.03% Reduced -51.2k -51,250
23 DAVIDSON INVESTMENT ADVISORS 7.03% of their portfolio GREAT FALLS, MT 2,006,5522.0m $165.7m $165.7m 7.03% Added +305.2k +305,225
24 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,867,0941.9m $154.2m $154.2m 0.03% Added +156.5k +156,526
25 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 1,860,6111.9m $154.7m $154.7m 0.04% Added +92.2k +92,193
26 HighTower Advisors, LLC 0.17% of their portfolio CHICAGO, IL 1,775,4321.8m $146.6m $146.6m 0.17% Added +22.4k +22,369
27 Fund Evaluation Group, LLC 5.14% of their portfolio CINCINNATI, OH 1,718,7111.7m $141.9m $141.9m 5.14% Reduced -238.7k -238,653
28 CAHABA WEALTH MANAGEMENT, INC. 10.18% of their portfolio Atlanta, GA 1,702,9071.7m $140.6m $140.6m 10.18% Added +13.3k +13,265
29 Cetera Investment Advisers 0.16% of their portfolio SCHAUMBURG, IL 1,636,0971.6m $135.1m $135.1m 0.16% Reduced -13.5k -13,503
30 Hardy Reed LLC 9.60% of their portfolio TUPELO, MS 1,578,4501.6m $130.3m $130.3m 9.60% Added +8.3k +8,350
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,573,7481.6m $130.0m $130.0m 0.00% Added +540.2k +540,205
32 AMG National Trust Bank 3.16% of their portfolio GREENWOOD VILLAGE, CO 1,571,4991.6m $129.8m $129.8m 3.16% Added +56.3k +56,258
33 Janney Montgomery Scott LLC 0.31% of their portfolio PHILADELPHIA, PA 1,561,3951.6m $128.9m $128.9m 0.31% Added +1.5k +1,471
34 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 1,437,3101.4m $118.7m $118.7m 0.15% Added +14.9k +14,901
35 Allworth Financial LP 0.52% of their portfolio FOLSOM, CA 1,424,6941.4m $117.7m $117.7m 0.52% Reduced -102.2k -102,153
36 Gerber Kawasaki Wealth & Investment Management 3.88% of their portfolio SANTA MONICA, CA 1,370,3581.4m $113.2m $113.2m 3.88% Added +241.0k +241,033
37 Orion Porfolio Solutions, LLC 0.85% of their portfolio OMAHA, NE 1,334,9281.3m $110.2m $110.2m 0.85% Added +347.3k +347,277
38 BANK OF HAWAII 4.90% of their portfolio HONOLULU, HI 1,188,6481.2m $98.2m $98.2m 4.90% Reduced -17.6k -17,623
39 Prime Capital Investment Advisors, LLC 1.22% of their portfolio OVERLAND PARK, KS 1,175,9241.2m $97.1m $97.1m 1.22% Added +48.5k +48,524
40 Compass Ion Advisors, LLC 8.77% of their portfolio CONSHOHOCKEN, PA 1,102,1181.1m $91.0m $91.0m 8.77% Added +24.0k +23,955
41 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,030,4261.0m $85.1m $85.1m 0.03% Added +65.9k +65,882
42 OSAIC HOLDINGS, INC. 0.11% of their portfolio SCOTTSDALE, AZ 921,385921.4k $75.4m $75.4m 0.11% Added +87.2k +87,202
43 Capstone Financial Advisors, Inc. 4.10% of their portfolio DOWNERS GROVE, IL 916,702916.7k $75.7m $75.7m 4.10% Reduced -4.0k -3,976
44 ALERUS FINANCIAL NA 3.82% of their portfolio GRAND FORKS, ND 910,055910.1k $75.2m $75.2m 3.82% Reduced -43.0k -43,039
45 M&T Bank Corp 0.23% of their portfolio BUFFALO, NY 826,641826.6k $68.3m $68.3m 0.23% Reduced -53.9k -53,873
46 Wealthspire Advisors, LLC 0.35% of their portfolio NEW YORK, NY 820,387820.4k $67.7m $67.7m 0.35% Reduced -24.0k -24,022
47 Forvis Mazars Wealth Advisors, LLC 1.29% of their portfolio Springfield, MO 787,744787.7k $65.1m $65.1m 1.29% Reduced -25.5k -25,484
48 Legacy Wealth Management, LLC 3.72% of their portfolio MEMPHIS, TN 764,113764.1k $63.1m $63.1m 3.72% Reduced -9.2k -9,225
49 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 750,348750.3k $61.6m $61.6m 0.04% Added +56.6k +56,559
50 AlphaCore Capital LLC 2.06% of their portfolio LA JOLLA, CA 736,164736.2k $60.8m $60.8m 2.06% Added +37.1k +37,090
51 Cambridge Investment Research Advisors, Inc. 0.16% of their portfolio FAIRFIELD, IA 706,833706.8k $58.4m $58.4m 0.16% Reduced -105.0k -104,990
52 TRUE Private Wealth Advisors 5.88% of their portfolio Salem, OR 698,022698.0k $57.6m $57.6m 5.88% Added +52.2k +52,221
53 Corient Private Wealth LP 0.09% of their portfolio MIAMI, FL 692,044692.0k $57.1m $57.1m 0.09% Reduced -38.4k -38,405
54 LOWE BROCKENBROUGH & CO INC 2.78% of their portfolio RICHMOND, VA 654,932654.9k $54.1m $54.1m 2.78% Added +43.2k +43,174
55 JANE STREET GROUP, LLC 0.06% of their portfolio NEW YORK, NY 652,176652.2k $53.9m $53.9m 0.06% New
56 Tiller Private Wealth, Inc. 18.34% of their portfolio BETHLEHEM, PA 624,144624.1k $51.5m $51.5m 18.34% Added +6.4k +6,378
57 EQUITABLE TRUST CO 2.12% of their portfolio NASHVILLE, TN 559,503559.5k $46.2m $46.2m 2.12% Added +7.6k +7,630
58 Astoria Strategic Wealth, Inc. 11.40% of their portfolio NEW BRAUNFELS, TX 545,959546.0k $45.1m $45.1m 11.40% Added +23.4k +23,409
59 Aviso Financial Inc. 1.83% of their portfolio TORONTO, A6 545,498545.5k $45.0m $45.0m 1.83% Added +24.3k +24,271
60 Composition Wealth, LLC 0.66% of their portfolio LOS ANGELES, CA 531,999532.0k $43.9m $43.9m 0.66% Reduced -61.4k -61,429
61 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 516,197516.2k $42.6m $42.6m 0.04% Reduced -1.8k -1,788
62 Johnson Financial Group, Inc. 1.54% of their portfolio RACINE, WI 498,358498.4k $41.2m $41.2m 1.54% Added +40.4k +40,417
63 PHILLIPS FINANCIAL MANAGEMENT, LLC 2.69% of their portfolio FORT WAYNE, IN 493,141493.1k $40.7m $40.7m 2.69% Reduced -16.1k -16,150
64 MML INVESTORS SERVICES, LLC 0.11% of their portfolio SPRINGFIELD, MA 490,980491.0k $40.5m $40.5m 0.11% Added +54.9k +54,935
65 Geneos Wealth Management Inc. 1.01% of their portfolio ENGLEWOOD, CO 483,513483.5k $39.9m $39.9m 1.01% Added +12.5k +12,537
66 Adventist Health System/ West 6.22% of their portfolio Roseville, CA 462,368462.4k $38.2m $38.2m 6.22% New
67 Standpoint Asset Management, LLC 8.58% of their portfolio SCOTTSDALE, AZ 459,800459.8k $38.0m $38.0m 8.58% Reduced -87.8k -87,800
68 PRINCIPAL SECURITIES, INC. 0.61% of their portfolio DES MOINES, IA 451,090451.1k $37.3m $37.3m 0.61% Reduced -15.1k -15,082
69 Chesley Taft & Associates LLC 1.58% of their portfolio CHICAGO, IL 450,702450.7k $37.2m $37.2m 1.58% Added +23.6k +23,599
70 Charter Oak Capital Management, LLC 2.83% of their portfolio PORTSMOUTH, NH 436,414436.4k $36.0m $36.0m 2.83% Reduced -10.1k -10,086
71 World Investment Advisors 0.69% of their portfolio LINCROFT, NJ 408,858408.9k $33.8m $33.8m 0.69% Reduced -8.6k -8,638
72 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 405,520405.5k $33.5m $33.5m 0.02% Reduced -10.9k -10,900
73 Savant Capital, LLC 0.20% of their portfolio ROCKFORD, IL 396,939396.9k $32.8m $32.8m 0.20% Reduced -4.8k -4,785
74 Allen Investment Management, LLC 0.36% of their portfolio NEW YORK, NY 387,827387.8k $32.0m $32.0m 0.36% Reduced -8.9k -8,933
75 Thrivent Financial for Lutherans 0.06% of their portfolio Minneapolis, MN 385,351385.4k $31.8m $31.8m 0.06% Added +330.9k +330,892
76 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 372,629372.6k $31.1m $31.1m 0.05% Added +5.0k +5,042
77 Skyline Advisors, Inc. 10.32% of their portfolio BELLINGHAM, WA 362,642362.6k $29.9m $29.9m 10.32% Added +4.0k +4,039
78 Bricktown Capital, LLC 4.89% of their portfolio DETROIT, MI 359,550359.6k $29.7m $29.7m 4.89% Added +67.0k +66,950
79 Vantage Financial Partners, LLC 5.50% of their portfolio ELM GROVE, WI 316,233316.2k $26.1m $26.1m 5.50% Added +571 +571
80 Clearstead Advisors, LLC 0.36% of their portfolio CLEVELAND, OH 297,721297.7k $24.6m $24.6m 0.36% Added +287.0k +286,951
81 Meridian Wealth Partners, LLC 3.35% of their portfolio EXTON, PA 295,180295.2k $24.4m $24.4m 3.35% Added +14.7k +14,693
82 HUB Investment Partners, LLC 0.90% of their portfolio AUSTIN, TX 294,974295.0k $24.4m $24.4m 0.90% Added +12.8k +12,838
83 Stone House Investment Management, LLC 4.08% of their portfolio TUNKHANNOCK, PA 293,428293.4k $24.2m $24.2m 4.08% Added +7.9k +7,854
84 Ullmann Wealth Partners Group, LLC 2.60% of their portfolio JACKSONVILLE BEACH, FL 288,146288.1k $23.8m $23.8m 2.60% Reduced -14.2k -14,206
85 Brookstone Capital Management 0.27% of their portfolio WHEATON, IL 278,513278.5k $23.0m $23.0m 0.27% Reduced -25.4k -25,361
86 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 258,520258.5k $21.3m $21.3m 0.03% Added +2.3k +2,285
87 Morningstar Investment Management LLC 0.77% of their portfolio CHICAGO, IL 254,423254.4k $21.0m $21.0m 0.77% New
88 LODESTAR PRIVATE ASSET MANAGEMENT LLC 2.10% of their portfolio ALAMO, CA 243,540243.5k $20.1m $20.1m 2.10% Added +29.9k +29,856
89 SCOTIA CAPITAL INC. 0.08% of their portfolio TORONTO, A6 232,700232.7k $19.2m $19.2m 0.08% New
90 REGATTA CAPITAL GROUP, LLC 3.03% of their portfolio EL SEGUNDO, CA 232,523232.5k $19.2m $19.2m 3.03% Added +17.9k +17,888
91 Integrated Wealth Concepts LLC 0.17% of their portfolio WALTHAM, MA 231,858231.9k $19.1m $19.1m 0.17% Added +3.3k +3,316
92 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 231,577231.6k $19.1m $19.1m 0.01% Reduced -4.4k -4,378
93 Magnolia Wealth Management, LLC 11.65% of their portfolio DOTHAN, AL 227,965228.0k $18.8m $18.8m 11.65% Reduced -766 -766
94 MontVue Capital Management, Inc. 12.60% of their portfolio Lynchburg, VA 227,493227.5k $18.8m $18.8m 12.60% Reduced -5.6k -5,573
95 McKinley Carter Wealth Services, Inc. 0.96% of their portfolio WHEELING, WV 221,778221.8k $18.3m $18.3m 0.96% Reduced -98 -98
96 FIRST HAWAIIAN BANK 2.32% of their portfolio HONOLULU, HI 219,228219.2k $18.1m $18.1m 2.32% Reduced -612 -612
97 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.28% of their portfolio MINNEAPOLIS, MN 218,086218.1k $18.0m $18.0m 0.28% Reduced -30.3k -30,331
98 PARK AVENUE SECURITIES LLC 0.14% of their portfolio NEW YORK, NY 213,372213.4k $17.6m $17.6m 0.14% Added +12.5k +12,537
99 HB Wealth Management, LLC 0.12% of their portfolio Atlanta, GA 210,290210.3k $17.4m $17.4m 0.12% Added +17.8k +17,804
100 Wick Capital Partners, LLC 4.13% of their portfolio WAYNE, PA 209,629209.6k $17.3m $17.3m 4.13% Reduced -679.0k -679,029