Vault-13

ISHARES TR IXUS

CORE MSCI TOTAL · ETP · CUSIP 46432F834

1,005 institutional holders +38 vs Q4 2025
538,610,838538.6m shares reported held*
$46.0bnreported value*
87 new 381 added 306 reduced 47 sold out net sold ≈ $632.0m (+28.8k 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 ($63.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $85.35. Options: 2 managers hold calls ($4.4m notional), 2 hold puts ($1.7m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 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: 967Q1 26: 1,0051,005Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 20261,005

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q2 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 25Q4 25: 487 bought or addedQ4 25: 300 cut or sold outQ1 26: 468 bought or addedQ1 26: 353 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024358278
Q3 2024306304
Q4 2024371293
Q1 2025337350
Q2 2025422306
Q3 2025387334
Q4 2025487300
Q1 2026468353

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ2 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 0.12Q1 26 calls: $4.4mQ1 26 puts: $1.7mQ1 26P/C 0.38
Numbers
QuarterCallsPutsP/C
Q2 2025$432.9k$556.6k1.29
Q3 2025$1.2m$602.8k0.51
Q4 2025$2.4m$279.3k0.12
Q1 2026$4.4m$1.7m0.38

Biggest buyers

Gallagher Fiduciary Advisors, LLC Added +7,171,287+7.2m
MORGAN STANLEY Added +3,349,832+3.3m
NATIONAL BANK OF CANADA /FI/ Added +1,698,878+1.7m
Nearwater Capital Markets, Ltd New +1,413,600+1.4m
ALLIANCEBERNSTEIN L.P. Added +1,304,591+1.3m
Clearstead Advisors, LLC Added +722,704+722.7k
BANK OF AMERICA CORP /DE/ Added +543,555+543.6k
UBS Group AG Added +414,345+414.3k
Steward Partners Investment Advisory, LLC Added +386,503+386.5k
Focus Partners Wealth Added +331,399+331.4k

Biggest sellers

BlackRock, Inc. Reduced -11,924,059-11.9m
JANE STREET GROUP, LLC Sold out -1,825,415-1.8m
FACTORY MUTUAL INSURANCE CO Sold out -1,647,735-1.6m
US BANCORP \DE\ Reduced -1,556,576-1.6m
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -1,468,872-1.5m
GOLDMAN SACHS GROUP INC Reduced -804,963-805.0k
Corient Private Wealth LP Reduced -750,795-750.8k
Select Equity Group, L.P. Sold out -474,760-474.8k
DRW Securities, LLC Sold out -358,471-358.5k
Stone House Investment Management, LLC Reduced -328,158-328.2k

Biggest calls

CITADEL ADVISORS LLC New $2.9m33.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.5m17.8k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.4m16.0k shares
CITADEL ADVISORS LLC New $285.9k3.3k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.42% of their portfolio New York, NY 278,457,370278.5m $24.1bn $24.1bn 0.42% Reduced -11.9m -11,924,059
2 Acorns Advisers, LLC 23.49% of their portfolio IRVINE, CA 36,473,67836.5m $3.2bn $3.2bn 23.49% Reduced -149.7k -149,747
3 ALLIANCEBERNSTEIN L.P. 0.68% of their portfolio NASHVILLE, TN 24,661,66124.7m $2.1bn $2.1bn 0.68% Added +1.3m +1,304,591
4 MORGAN STANLEY 0.07% of their portfolio NEW YORK, NY 13,262,70813.3m $1.1bn $1.1bn 0.07% Added +3.3m +3,349,832
5 ENVESTNET ASSET MANAGEMENT INC 0.27% of their portfolio Berwyn, PA 11,763,88911.8m $1.0bn $1.0bn 0.27% Added +27.9k +27,906
6 CAPTRUST FINANCIAL ADVISORS 1.65% of their portfolio RALEIGH, NC 10,893,00310.9m $943.7m $943.7m 1.65% Added +143.9k +143,934
7 US BANCORP \DE\ 1.02% of their portfolio MINNEAPOLIS, MN 9,757,6089.8m $843.9m $843.9m 1.02% Reduced -1.6m -1,556,576
8 BANK OF AMERICA CORP /DE/ 0.06% of their portfolio CHARLOTTE, NC 8,763,3738.8m $759.3m $759.3m 0.06% Added +543.6k +543,555
9 D.A. DAVIDSON & CO. 4.08% of their portfolio GREAT FALLS, MT 7,763,6447.8m $672.6m $672.6m 4.08% Reduced -85.2k -85,157
10 Gallagher Fiduciary Advisors, LLC 0.00% of their portfolio ROLLING MEADOWS, IL 7,241,8057.2m $83.6k $83.6k 0.00% Added +7.2m +7,171,287
11 Focus Partners Wealth 0.67% of their portfolio ST LOUIS, MO 6,997,0227.0m $606.2m $606.2m 0.67% Added +331.4k +331,399
12 Sequoia Financial Advisors, LLC 2.94% of their portfolio Akron, OH 6,049,1166.0m $524.1m $524.1m 2.94% Added +233.5k +233,491
13 Mill Creek Capital Advisors, LLC 9.54% of their portfolio Conshohocken, PA 5,357,4665.4m $464.2m $464.2m 9.54% Added +130.7k +130,731
14 LPL Financial LLC 0.10% of their portfolio FORT MILL, SC 4,496,7454.5m $389.6m $389.6m 0.10% Added +179.8k +179,771
15 AMICA MUTUAL INSURANCE CO 24.86% of their portfolio PROVIDENCE, RI 3,343,2083.3m $289.5m $289.5m 24.86% Unchanged
16 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9.58% of their portfolio Altamonte Springs, FL 3,160,7863.2m $273.9m $273.9m 9.58% Reduced -260.2k -260,179
17 Clark Capital Management Group, Inc. 1.59% of their portfolio PHILADELPHIA, PA 2,975,0683.0m $257.8m $257.8m 1.59% Added +113.3k +113,268
18 Waldron Private Wealth LLC 9.79% of their portfolio BRIDGEVILLE, PA 2,897,9802.9m $251.1m $251.1m 9.79% Added +143.9k +143,851
19 Mariner, LLC 0.25% of their portfolio Overland Park, KS 2,479,1972.5m $213.8m $213.8m 0.25% Reduced -122.0k -122,028
20 UBS Group AG 0.04% of their portfolio ZURICH, V8 2,464,0442.5m $213.5m $213.5m 0.04% Added +414.3k +414,345
21 Fund Evaluation Group, LLC 6.21% of their portfolio CINCINNATI, OH 2,331,6122.3m $202.0m $202.0m 6.21% Added +288.2k +288,195
22 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 2,295,0652.3m $198.8m $198.8m 0.04% Reduced -183.8k -183,754
23 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 2,126,4672.1m $184.3m $184.3m 0.04% Added +67.7k +67,706
24 DAVIDSON INVESTMENT ADVISORS 7.93% of their portfolio GREAT FALLS, MT 2,121,1172.1m $183.8m $183.8m 7.93% Added +53.6k +53,584
25 NATIONAL BANK OF CANADA /FI/ 0.19% of their portfolio MONTREAL, A8 2,088,7082.1m $181.0m $181.0m 0.19% Added +1.7m +1,698,878
26 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 1,977,5772.0m $171.3m $171.3m 0.03% Added +77.6k +77,569
27 HighTower Advisors, LLC 0.17% of their portfolio CHICAGO, IL 1,856,7101.9m $160.9m $160.9m 0.17% Reduced -4.0k -4,027
28 CAHABA WEALTH MANAGEMENT, INC. 10.40% of their portfolio Atlanta, GA 1,768,1201.8m $153.2m $153.2m 10.40% Added +15.5k +15,492
29 AMG National Trust Bank 3.24% of their portfolio GREENWOOD VILLAGE, CO 1,722,5891.7m $149.2m $149.2m 3.24% Added +110.7k +110,688
30 Cetera Investment Advisers 0.15% of their portfolio SCHAUMBURG, IL 1,673,7371.7m $145.0m $145.0m 0.15% Added +98.6k +98,559
31 Hardy Reed LLC 10.02% of their portfolio TUPELO, MS 1,585,8111.6m $137.4m $137.4m 10.02% Reduced -10.3k -10,264
32 Gerber Kawasaki Wealth & Investment Management 4.35% of their portfolio SANTA MONICA, CA 1,575,2921.6m $136.6m $136.6m 4.35% Added +88.7k +88,650
33 COMMONWEALTH EQUITY SERVICES, LLC 0.18% of their portfolio WALTHAM, MA 1,508,3001.5m $130.7m $130.7m 0.18% Added +141.6k +141,629
34 Janney Montgomery Scott LLC 0.32% of their portfolio PHILADELPHIA, PA 1,502,7021.5m $130.2m $130.2m 0.32% Reduced -78.4k -78,426
35 Allworth Financial LP 0.50% of their portfolio FOLSOM, CA 1,421,4311.4m $123.2m $123.2m 0.50% Reduced -45.6k -45,640
36 Nearwater Capital Markets, Ltd 2.89% of their portfolio NEW YORK, NY 1,413,6001.4m $122.5m $122.5m 2.89% New
37 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,413,5021.4m $122.5m $122.5m 0.04% Added +125.2k +125,160
38 Orion Porfolio Solutions, LLC 0.99% of their portfolio OMAHA, NE 1,337,9551.3m $115.9m $115.9m 0.99% Reduced -13.0k -12,993
39 Prime Capital Investment Advisors, LLC 1.17% of their portfolio OVERLAND PARK, KS 1,163,5801.2m $100.8m $100.8m 1.17% Added +8.4k +8,383
40 BANK OF HAWAII 5.25% of their portfolio HONOLULU, HI 1,157,6441.2m $100.3m $100.3m 5.25% Reduced -26.0k -25,981
41 Compass Ion Advisors, LLC 9.34% of their portfolio CONSHOHOCKEN, PA 1,130,6601.1m $98.0m $98.0m 9.34% Added +2.4k +2,432
42 Clearstead Advisors, LLC 0.83% of their portfolio CLEVELAND, OH 1,050,2291.1m $91.0m $91.0m 0.83% Added +722.7k +722,704
43 TRUE Private Wealth Advisors 8.44% of their portfolio Salem, OR 1,022,0031.0m $88.5m $88.5m 8.44% Added +307.9k +307,938
44 CAPITOLIS LIQUID GLOBAL MARKETS LLC 0.55% of their portfolio NEW YORK, NY 997,500997.5k $86.4m $86.4m 0.55% First filing
45 OSAIC HOLDINGS, INC. 0.12% of their portfolio SCOTTSDALE, AZ 965,085965.1k $83.6m $83.6m 0.12% Added +195.8k +195,783
46 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 946,536946.5k $79.3m $79.3m 0.01% Added +78.6k +78,574
47 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 906,913906.9k $76.7m $76.7m 0.04% Added +101.9k +101,876
48 Capstone Financial Advisors, Inc. 4.23% of their portfolio DOWNERS GROVE, IL 906,322906.3k $78.5m $78.5m 4.23% Reduced -10.8k -10,804
49 Cambridge Investment Research Advisors, Inc. 0.20% of their portfolio FAIRFIELD, IA 894,681894.7k $77.5m $77.5m 0.20% Added +132.9k +132,925
50 AlphaCore Capital LLC 1.81% of their portfolio LA JOLLA, CA 882,322882.3k $76.4m $76.4m 1.81% Added +100.4k +100,352
51 ALERUS FINANCIAL NA 3.63% of their portfolio GRAND FORKS, ND 845,846845.8k $73.3m $73.3m 3.63% Reduced -47.4k -47,439
52 Wealthspire Advisors, LLC 0.57% of their portfolio NEW YORK, NY 835,385835.4k $72.4m $72.4m 0.57% Added +40.0k +40,049
53 Forvis Mazars Wealth Advisors, LLC 1.24% of their portfolio Springfield, MO 752,870752.9k $65.2m $65.2m 1.24% Reduced -14.6k -14,587
54 Legacy Wealth Management, LLC 3.74% of their portfolio MEMPHIS, TN 739,814739.8k $64.1m $64.1m 3.74% Reduced -13.6k -13,587
55 LOWE BROCKENBROUGH & CO INC 3.18% of their portfolio RICHMOND, VA 735,451735.5k $63.7m $63.7m 3.18% Added +29.7k +29,707
56 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.04% of their portfolio MILWAUKEE, WI 706,982707.0k $61.3m $61.3m 0.04% Added +110.9k +110,895
57 Aviso Financial Inc. 2.10% of their portfolio TORONTO, A6 682,105682.1k $59.1m $59.1m 2.10% Added +78.8k +78,787
58 Corient Private Wealth LP 0.08% of their portfolio MIAMI, FL 663,929663.9k $57.3m $57.3m 0.08% Reduced -750.8k -750,795
59 M&T Bank Corp 0.19% of their portfolio BUFFALO, NY 626,632626.6k $54.3m $54.3m 0.19% Reduced -19.3k -19,273
60 Tiller Private Wealth, Inc. 19.23% of their portfolio BETHLEHEM, PA 624,614624.6k $54.1m $54.1m 19.23% Added +1.4k +1,410
61 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 587,638587.6k $50.9m $50.9m 0.05% Added +63.1k +63,072
62 Adventist Health System/ West 8.49% of their portfolio Roseville, CA 552,898552.9k $47.9m $47.9m 8.49% Added +212.2k +212,157
63 EQUITABLE TRUST CO 2.19% of their portfolio NASHVILLE, TN 548,756548.8k $47.5m $47.5m 2.19% Reduced -4.4k -4,358
64 Astoria Strategic Wealth, Inc. 11.91% of their portfolio NEW BRAUNFELS, TX 541,603541.6k $46.9m $46.9m 11.91% Reduced -6.1k -6,098
65 Composition Wealth, LLC 0.63% of their portfolio LOS ANGELES, CA 532,827532.8k $46.2m $46.2m 0.63% Reduced -60.6k -60,627
66 Chesley Taft & Associates LLC 1.89% of their portfolio CHICAGO, IL 521,388521.4k $45.2m $45.2m 1.89% Added +17.8k +17,786
67 Bricktown Capital, LLC 8.50% of their portfolio DETROIT, MI 498,244498.2k $43.2m $43.2m 8.50% Added +88.1k +88,118
68 MML INVESTORS SERVICES, LLC 0.12% of their portfolio SPRINGFIELD, MA 487,543487.5k $42.2m $42.2m 0.12% Reduced -8.7k -8,654
69 Allen Investment Management, LLC 0.51% of their portfolio NEW YORK, NY 476,486476.5k $41.3m $41.3m 0.51% Added +88.2k +88,194
70 Johnson Financial Group, Inc. 1.47% of their portfolio RACINE, WI 469,956470.0k $40.7m $40.7m 1.47% Reduced -15.6k -15,573
71 Geneos Wealth Management Inc. 0.93% of their portfolio ENGLEWOOD, CO 463,067463.1k $40.1m $40.1m 0.93% Reduced -12.2k -12,191
72 World Investment Advisors 0.65% of their portfolio LINCROFT, NJ 462,081462.1k $40.0m $40.0m 0.65% Added +400 +400
73 Steward Partners Investment Advisory, LLC 0.19% of their portfolio STAMFORD, CT 432,583432.6k $37.5m $37.5m 0.19% Added +386.5k +386,503
74 Standpoint Asset Management, LLC 9.00% of their portfolio SCOTTSDALE, AZ 428,100428.1k $37.1m $37.1m 9.00% Reduced -16.3k -16,300
75 PRINCIPAL SECURITIES, INC. 0.54% of their portfolio DES MOINES, IA 425,599425.6k $36.9m $36.9m 0.54% Reduced -301 -301
76 Charter Oak Capital Management, LLC 2.63% of their portfolio PORTSMOUTH, NH 390,861390.9k $33.9m $33.9m 2.63% Reduced -23.9k -23,942
77 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 380,902380.9k $33.0m $33.0m 0.02% Reduced -15.2k -15,242
78 LODESTAR PRIVATE ASSET MANAGEMENT LLC 3.19% of their portfolio ALAMO, CA 373,286373.3k $32.3m $32.3m 3.19% Added +57.9k +57,864
79 Waverly Advisors, LLC 0.24% of their portfolio BIRMINGHAM, AL 368,630368.6k $31.9m $31.9m 0.24% Added +260.2k +260,191
80 Savant Capital, LLC 0.15% of their portfolio ROCKFORD, IL 362,427362.4k $31.4m $31.4m 0.15% Added +72.1k +72,140
81 HUB Investment Partners, LLC 0.71% of their portfolio AUSTIN, TX 334,140334.1k $28.9m $28.9m 0.71% Added +33.7k +33,748
82 Meridian Wealth Partners, LLC 3.96% of their portfolio EXTON, PA 332,809332.8k $28.8m $28.8m 3.96% Added +10.6k +10,601
83 PHILLIPS FINANCIAL MANAGEMENT, LLC 2.00% of their portfolio FORT WAYNE, IN 318,532318.5k $27.6m $27.6m 2.00% Reduced -157.3k -157,330
84 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 284,682284.7k $24.7m $24.7m 0.00% Reduced -805.0k -804,963
85 Brookstone Capital Management 0.27% of their portfolio WHEATON, IL 274,186274.2k $23.8m $23.8m 0.27% Reduced -2.7k -2,686
86 Ullmann Wealth Partners Group, LLC 2.44% of their portfolio JACKSONVILLE BEACH, FL 271,605271.6k $23.5m $23.5m 2.44% Reduced -14.5k -14,499
87 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 267,513267.5k $23.2m $23.2m 0.03% Added +22.1k +22,139
88 Integrated Wealth Concepts LLC 0.18% of their portfolio WALTHAM, MA 267,021267.0k $23.1m $23.1m 0.18% Added +24.8k +24,767
89 Wick Capital Partners, LLC 4.19% of their portfolio WAYNE, PA 265,292265.3k $23.0m $23.0m 4.19% Added +24.9k +24,930
90 BANK OF NOVA SCOTIA 0.04% of their portfolio TORONTO, A6 263,700263.7k $22.8m $22.8m 0.04% New
91 REGATTA CAPITAL GROUP, LLC 3.39% of their portfolio EL SEGUNDO, CA 258,460258.5k $22.4m $22.4m 3.39% Added +18.5k +18,490
92 Aptus Capital Advisors, LLC 0.19% of their portfolio FAIRHOPE, AL 255,566255.6k $22.1m $22.1m 0.19% Reduced -205.6k -205,611
93 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 253,588253.6k $22.0m $22.0m 0.01% Added +43.6k +43,626
94 Advisory Services Network, LLC 0.28% of their portfolio ATLANTA, GA 243,903243.9k $21.1m $21.1m 0.28% Added +6.2k +6,241
95 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 241,717241.7k $21.1m $21.1m 0.05% Reduced -136.2k -136,195
96 IEQ CAPITAL, LLC 0.10% of their portfolio Foster City, CA 240,385240.4k $20.8m $20.8m 0.10% Added +238.0k +238,007
97 Magnolia Wealth Management, LLC 11.83% of their portfolio DOTHAN, AL 234,427234.4k $20.3m $20.3m 11.83% Added +492 +492
98 Finley Financial, LLC 9.30% of their portfolio LAS VEGAS, NV 229,382229.4k $19.9m $19.9m 9.30% Added +21.5k +21,473
99 MontVue Capital Management, Inc. 13.38% of their portfolio Lynchburg, VA 226,627226.6k $19.6m $19.6m 13.38% Added +1.1k +1,079
100 Alliance Wealth Advisors, LLC /UT 4.20% of their portfolio Centerville, UT 224,161224.2k $19.4m $19.4m 4.20% Added +76.1k +76,143