Vault-13

ISHARES TR IXUS

CORE MSCI TOTAL · ETP · CUSIP 46432F834

967 institutional holders +112 vs Q3 2025
538,669,043538.7m shares reported held*
$45.6bnreported value*
89 new 398 added 267 reduced 33 sold out net bought ≈ $893.0m (+10.5m 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 ($49.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $84.63. Options: 1 managers hold calls ($2.4m notional), 1 hold puts ($279.3k).

Trends to Q4 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: 855Q4 25: 967967Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025967

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q1 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 25Q3 25: 387 bought or addedQ3 25: 334 cut or sold outQ4 25: 487 bought or addedQ4 25: 300 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024314293
Q2 2024358278
Q3 2024306304
Q4 2024371293
Q1 2025337350
Q2 2025422306
Q3 2025387334
Q4 2025487300

Calls vs puts

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

CallsPuts
$0$1m$2m$3mQ1 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 0.51Q4 25 calls: $2.4mQ4 25 puts: $279.3kQ4 25P/C 0.12
Numbers
QuarterCallsPutsP/C
Q1 2025$104.7k$27.9k0.27
Q2 2025$432.9k$556.6k1.29
Q3 2025$1.2m$602.8k0.51
Q4 2025$2.4m$279.3k0.12

Biggest buyers

US BANCORP \DE\ Added +3,242,686+3.2m
CAPTRUST FINANCIAL ADVISORS Added +2,414,465+2.4m
MORGAN STANLEY Added +2,350,191+2.4m
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +1,468,872+1.5m
JANE STREET GROUP, LLC Added +1,173,239+1.2m
Acorns Advisers, LLC Added +1,128,206+1.1m
GOLDMAN SACHS GROUP INC Added +901,806+901.8k
Corient Private Wealth LP Added +722,680+722.7k
LPL Financial LLC Added +586,414+586.4k
Select Equity Group, L.P. New +474,760+474.8k

Biggest sellers

FACTORY MUTUAL INSURANCE CO Reduced -4,275,825-4.3m
BlackRock, Inc. Reduced -3,878,508-3.9m
JPMORGAN CHASE & CO Reduced -705,786-705.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -329,102-329.1k
Morningstar Investment Management LLC Reduced -230,880-230.9k
BANK OF AMERICA CORP /DE/ Reduced -217,591-217.6k
Focus Partners Wealth Reduced -208,849-208.8k
M&T Bank Corp Reduced -180,736-180.7k
RFP Financial Group LLC Sold out -163,143-163.1k
OSAIC HOLDINGS, INC. Reduced -152,083-152.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.4m28.6k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $279.3k3.3k 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.42% of their portfolio New York, NY 290,381,429290.4m $24.6bn $24.6bn 0.42% Reduced -3.9m -3,878,508
2 Acorns Advisers, LLC 23.27% of their portfolio IRVINE, CA 36,623,42536.6m $3.1bn $3.1bn 23.27% Added +1.1m +1,128,206
3 ALLIANCEBERNSTEIN L.P. 0.62% of their portfolio NASHVILLE, TN 23,357,07023.4m $2.0bn $2.0bn 0.62% Added +394.9k +394,920
4 ENVESTNET ASSET MANAGEMENT INC 0.29% of their portfolio Berwyn, PA 11,735,98311.7m $993.3m $993.3m 0.29% Reduced -329.1k -329,102
5 US BANCORP \DE\ 1.12% of their portfolio MINNEAPOLIS, MN 11,314,18411.3m $957.6m $957.6m 1.12% Added +3.2m +3,242,686
6 CAPTRUST FINANCIAL ADVISORS 1.73% of their portfolio RALEIGH, NC 10,749,06910.7m $909.8m $909.8m 1.73% Added +2.4m +2,414,465
7 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 9,912,8769.9m $839.0m $839.0m 0.05% Added +2.4m +2,350,191
8 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 8,219,8188.2m $695.7m $695.7m 0.05% Reduced -217.6k -217,591
9 D.A. DAVIDSON & CO. 4.07% of their portfolio GREAT FALLS, MT 7,848,8017.8m $664.3m $664.3m 4.07% Added +227.8k +227,814
10 Focus Partners Wealth 0.64% of their portfolio ST LOUIS, MO 6,665,6236.7m $563.8m $563.8m 0.64% Reduced -208.8k -208,849
11 Sequoia Financial Advisors, LLC 2.76% of their portfolio Akron, OH 5,815,6255.8m $492.2m $492.2m 2.76% Reduced -25.1k -25,122
12 Mill Creek Capital Advisors, LLC 9.01% of their portfolio Conshohocken, PA 5,226,7355.2m $442.4m $442.4m 9.01% Added +38.1k +38,112
13 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 4,316,9744.3m $365.4m $365.4m 0.10% Added +586.4k +586,414
14 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8.62% of their portfolio Altamonte Springs, FL 3,420,9653.4m $289.6m $289.6m 8.62% Added +383.3k +383,295
15 AMICA MUTUAL INSURANCE CO 24.60% of their portfolio PROVIDENCE, RI 3,343,2083.3m $282.8m $282.8m 24.60% Unchanged
16 Clark Capital Management Group, Inc. 1.49% of their portfolio PHILADELPHIA, PA 2,861,8002.9m $242.2m $242.2m 1.49% Reduced -104.3k -104,278
17 Waldron Private Wealth LLC 9.21% of their portfolio BRIDGEVILLE, PA 2,754,1292.8m $233.1m $233.1m 9.21% Added +88.7k +88,669
18 Mariner, LLC 0.26% of their portfolio Overland Park, KS 2,601,2252.6m $220.2m $220.2m 0.26% Added +38.7k +38,710
19 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 2,478,8192.5m $209.8m $209.8m 0.04% Added +381.5k +381,523
20 DAVIDSON INVESTMENT ADVISORS 7.28% of their portfolio GREAT FALLS, MT 2,067,5332.1m $175.0m $175.0m 7.28% Added +61.0k +60,981
21 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 2,058,7612.1m $174.3m $174.3m 0.04% Added +198.2k +198,150
22 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,049,6992.0m $173.5m $173.5m 0.03% Reduced -25.2k -25,228
23 Fund Evaluation Group, LLC 5.72% of their portfolio CINCINNATI, OH 2,043,4172.0m $173.0m $173.0m 5.72% Added +324.7k +324,706
24 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,900,0081.9m $160.8m $160.8m 0.03% Added +32.9k +32,914
25 HighTower Advisors, LLC 0.17% of their portfolio CHICAGO, IL 1,860,7371.9m $157.5m $157.5m 0.17% Added +85.3k +85,305
26 JANE STREET GROUP, LLC 0.18% of their portfolio NEW YORK, NY 1,825,4151.8m $154.5m $154.5m 0.18% Added +1.2m +1,173,239
27 CAHABA WEALTH MANAGEMENT, INC. 10.33% of their portfolio Atlanta, GA 1,752,6281.8m $148.3m $148.3m 10.33% Added +49.7k +49,721
28 FACTORY MUTUAL INSURANCE CO 1.41% of their portfolio WALTHAM, MA 1,647,7351.6m $139.5m $139.5m 1.41% Reduced -4.3m -4,275,825
29 AMG National Trust Bank 3.22% of their portfolio GREENWOOD VILLAGE, CO 1,611,9011.6m $136.4m $136.4m 3.22% Added +40.4k +40,402
30 Hardy Reed LLC 9.63% of their portfolio TUPELO, MS 1,596,0751.6m $135.1m $135.1m 9.63% Added +17.6k +17,625
31 Janney Montgomery Scott LLC 0.31% of their portfolio PHILADELPHIA, PA 1,581,1281.6m $133.8m $133.8m 0.31% Added +19.7k +19,733
32 Cetera Investment Advisers 0.15% of their portfolio SCHAUMBURG, IL 1,575,1781.6m $133.3m $133.3m 0.15% Reduced -60.9k -60,919
33 Gerber Kawasaki Wealth & Investment Management 4.39% of their portfolio SANTA MONICA, CA 1,486,6421.5m $125.8m $125.8m 4.39% Added +116.3k +116,284
34 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.17% of their portfolio BALA CYNWYD, PA 1,468,8721.5m $124.3m $124.3m 0.17% New
35 Allworth Financial LP 0.51% of their portfolio FOLSOM, CA 1,467,0711.5m $124.2m $124.2m 0.51% Added +42.4k +42,377
36 Corient Private Wealth LP 0.08% of their portfolio MIAMI, FL 1,414,7241.4m $115.0m $115.0m 0.08% Added +722.7k +722,680
37 COMMONWEALTH EQUITY SERVICES, LLC 0.15% of their portfolio WALTHAM, MA 1,366,6711.4m $115.7m $115.7m 0.15% Reduced -70.6k -70,639
38 Orion Porfolio Solutions, LLC 0.84% of their portfolio OMAHA, NE 1,350,9481.4m $114.3m $114.3m 0.84% Added +16.0k +16,020
39 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,288,3421.3m $109.0m $109.0m 0.03% Added +257.9k +257,916
40 BANK OF HAWAII 4.95% of their portfolio HONOLULU, HI 1,183,6251.2m $100.2m $100.2m 4.95% Reduced -5.0k -5,023
41 Prime Capital Investment Advisors, LLC 1.19% of their portfolio OVERLAND PARK, KS 1,155,1971.2m $97.8m $97.8m 1.19% Reduced -20.7k -20,727
42 Compass Ion Advisors, LLC 9.09% of their portfolio CONSHOHOCKEN, PA 1,128,2281.1m $95.5m $95.5m 9.09% Added +26.1k +26,110
43 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,089,6451.1m $92.2m $92.2m 0.01% Added +901.8k +901,806
44 Capstone Financial Advisors, Inc. 4.13% of their portfolio DOWNERS GROVE, IL 917,126917.1k $77.6m $77.6m 4.13% Added +424 +424
45 ALERUS FINANCIAL NA 3.70% of their portfolio GRAND FORKS, ND 893,285893.3k $75.6m $75.6m 3.70% Reduced -16.8k -16,770
46 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 867,962868.0k $73.5m $73.5m 0.00% Reduced -705.8k -705,786
47 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 805,037805.0k $68.1m $68.1m 0.04% Added +54.7k +54,689
48 Wealthspire Advisors, LLC 0.54% of their portfolio NEW YORK, NY 795,336795.3k $67.3m $67.3m 0.54% Reduced -25.1k -25,051
49 AlphaCore Capital LLC 1.49% of their portfolio LA JOLLA, CA 781,970782.0k $66.2m $66.2m 1.49% Added +45.8k +45,806
50 OSAIC HOLDINGS, INC. 0.10% of their portfolio SCOTTSDALE, AZ 769,302769.3k $65.1m $65.1m 0.10% Reduced -152.1k -152,083
51 Forvis Mazars Wealth Advisors, LLC 1.23% of their portfolio Springfield, MO 767,457767.5k $65.0m $65.0m 1.23% Reduced -20.3k -20,287
52 Cambridge Investment Research Advisors, Inc. 0.17% of their portfolio FAIRFIELD, IA 761,756761.8k $64.5m $64.5m 0.17% Added +54.9k +54,923
53 Legacy Wealth Management, LLC 3.67% of their portfolio MEMPHIS, TN 753,401753.4k $63.8m $63.8m 3.67% Reduced -10.7k -10,712
54 TRUE Private Wealth Advisors 6.06% of their portfolio Salem, OR 714,065714.1k $60.4m $60.4m 6.06% Added +16.0k +16,043
55 LOWE BROCKENBROUGH & CO INC 2.94% of their portfolio RICHMOND, VA 705,744705.7k $59.7m $59.7m 2.94% Added +50.8k +50,812
56 M&T Bank Corp 0.18% of their portfolio BUFFALO, NY 645,905645.9k $54.7m $54.7m 0.18% Reduced -180.7k -180,736
57 Tiller Private Wealth, Inc. 18.77% of their portfolio BETHLEHEM, PA 623,204623.2k $52.7m $52.7m 18.77% Reduced -940 -940
58 Aviso Financial Inc. 1.94% of their portfolio TORONTO, A6 603,318603.3k $51.1m $51.1m 1.94% Added +57.8k +57,820
59 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 596,087596.1k $50.5m $50.5m 0.03% Added +364.5k +364,510
60 Composition Wealth, LLC 0.72% of their portfolio LOS ANGELES, CA 593,454593.5k $50.2m $50.2m 0.72% Added +61.5k +61,455
61 EQUITABLE TRUST CO 2.09% of their portfolio NASHVILLE, TN 553,114553.1k $46.8m $46.8m 2.09% Reduced -6.4k -6,389
62 Astoria Strategic Wealth, Inc. 11.67% of their portfolio NEW BRAUNFELS, TX 547,701547.7k $46.4m $46.4m 11.67% Added +1.7k +1,742
63 STIFEL FINANCIAL CORP 0.04% of their portfolio ST. LOUIS, MO 524,566524.6k $44.4m $44.4m 0.04% Added +8.4k +8,369
64 Chesley Taft & Associates LLC 1.68% of their portfolio CHICAGO, IL 503,602503.6k $42.6m $42.6m 1.68% Added +52.9k +52,900
65 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 496,197496.2k $42.0m $42.0m 0.10% Added +5.2k +5,217
66 Johnson Financial Group, Inc. 1.54% of their portfolio RACINE, WI 485,529485.5k $41.1m $41.1m 1.54% Reduced -12.8k -12,829
67 PHILLIPS FINANCIAL MANAGEMENT, LLC 2.60% of their portfolio FORT WAYNE, IN 475,862475.9k $40.3m $40.3m 2.60% Reduced -17.3k -17,279
68 Geneos Wealth Management Inc. 0.98% of their portfolio ENGLEWOOD, CO 475,258475.3k $40.2m $40.2m 0.98% Reduced -8.3k -8,255
69 Select Equity Group, L.P. 0.19% of their portfolio NEW YORK, NY 474,760474.8k $40.2m $40.2m 0.19% New
70 World Investment Advisors 0.64% of their portfolio LINCROFT, NJ 461,681461.7k $39.1m $39.1m 0.64% Added +52.8k +52,823
71 Aptus Capital Advisors, LLC 0.33% of their portfolio FAIRHOPE, AL 461,177461.2k $39.0m $39.0m 0.33% New
72 Standpoint Asset Management, LLC 8.59% of their portfolio SCOTTSDALE, AZ 444,400444.4k $37.6m $37.6m 8.59% Reduced -15.4k -15,400
73 PRINCIPAL SECURITIES, INC. 0.56% of their portfolio DES MOINES, IA 425,900425.9k $36.0m $36.0m 0.56% Reduced -25.2k -25,190
74 Charter Oak Capital Management, LLC 2.68% of their portfolio PORTSMOUTH, NH 414,803414.8k $35.1m $35.1m 2.68% Reduced -21.6k -21,611
75 Bricktown Capital, LLC 5.84% of their portfolio DETROIT, MI 410,126410.1k $34.7m $34.7m 5.84% Added +50.6k +50,576
76 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 396,144396.1k $33.5m $33.5m 0.02% Reduced -9.4k -9,376
77 NATIONAL BANK OF CANADA /FI/ 0.03% of their portfolio MONTREAL, A8 389,830389.8k $33.0m $33.0m 0.03% Added +389.1k +389,100
78 Allen Investment Management, LLC 0.36% of their portfolio NEW YORK, NY 388,292388.3k $32.9m $32.9m 0.36% Added +465 +465
79 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 377,912377.9k $32.9m $32.9m 0.04% Added +5.3k +5,283
80 Skyline Advisors, Inc. 10.41% of their portfolio BELLINGHAM, WA 368,545368.5k $31.2m $31.2m 10.41% Added +5.9k +5,903
81 Thrivent Financial for Lutherans 0.05% of their portfolio Minneapolis, MN 363,048363.0k $30.8m $30.8m 0.05% Reduced -22.3k -22,303
82 DRW Securities, LLC 2.31% of their portfolio CHICAGO, IL 358,471358.5k $30.3m $30.3m 2.31% New
83 Adventist Health System/ West 4.85% of their portfolio Roseville, CA 340,741340.7k $28.8m $28.8m 4.85% Reduced -121.6k -121,627
84 Stone House Investment Management, LLC 4.31% of their portfolio TUNKHANNOCK, PA 328,212328.2k $27.8m $27.8m 4.31% Added +34.8k +34,784
85 Clearstead Advisors, LLC 0.35% of their portfolio CLEVELAND, OH 327,525327.5k $27.7m $27.7m 0.35% Added +29.8k +29,804
86 Meridian Wealth Partners, LLC 3.76% of their portfolio EXTON, PA 322,208322.2k $27.3m $27.3m 3.76% Added +27.0k +27,028
87 Vantage Financial Partners, LLC 5.49% of their portfolio ELM GROVE, WI 319,489319.5k $27.0m $27.0m 5.49% Added +3.3k +3,256
88 LODESTAR PRIVATE ASSET MANAGEMENT LLC 2.68% of their portfolio ALAMO, CA 315,422315.4k $26.7m $26.7m 2.68% Added +71.9k +71,882
89 HUB Investment Partners, LLC 0.69% of their portfolio AUSTIN, TX 300,392300.4k $25.4m $25.4m 0.69% Added +5.4k +5,418
90 Savant Capital, LLC 0.14% of their portfolio ROCKFORD, IL 290,287290.3k $24.6m $24.6m 0.14% Reduced -106.7k -106,652
91 Ullmann Wealth Partners Group, LLC 2.50% of their portfolio JACKSONVILLE BEACH, FL 286,104286.1k $24.0m $24.0m 2.50% Reduced -2.0k -2,042
92 Brookstone Capital Management 0.27% of their portfolio WHEATON, IL 276,872276.9k $23.4m $23.4m 0.27% Reduced -1.6k -1,641
93 ALONGSIDE, LLC 7.54% of their portfolio AUSTIN, TX 268,148268.1k $22.7m $22.7m 7.54% First filing
94 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 245,374245.4k $20.8m $20.8m 0.03% Reduced -13.1k -13,146
95 Integrated Wealth Concepts LLC 0.24% of their portfolio WALTHAM, MA 242,254242.3k $20.5m $20.5m 0.24% Added +10.4k +10,396
96 Wick Capital Partners, LLC 3.65% of their portfolio WAYNE, PA 240,362240.4k $20.3m $20.3m 3.65% Added +30.7k +30,733
97 REGATTA CAPITAL GROUP, LLC 3.07% of their portfolio EL SEGUNDO, CA 239,970240.0k $20.3m $20.3m 3.07% Added +7.4k +7,447
98 Advisory Services Network, LLC 0.28% of their portfolio ATLANTA, GA 237,662237.7k $20.1m $20.1m 0.28% Added +168.5k +168,504
99 SCOTIA CAPITAL INC. 0.08% of their portfolio TORONTO, A6 235,739235.7k $20.0m $20.0m 0.08% Added +3.0k +3,039
100 Magnolia Wealth Management, LLC 11.83% of their portfolio DOTHAN, AL 233,935233.9k $19.8m $19.8m 11.83% Added +6.0k +5,970