Vault-13

ISHARES TR IXUS

CORE MSCI TOTAL · ETP · CUSIP 46432F834

1,054 institutional holders +49 vs Q1 2026
529,142,622529.1m shares reported held*
$50.3bnreported value*
94 new 455 added 307 reduced 37 sold out net bought ≈ $288.9m (-4.1m 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 ($58.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $94.97. Options: 2 managers hold calls ($2.3m notional), 2 hold puts ($1.1m).

Trends to Q2 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: 1,005Q2 26: 1,0541,054Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20261,054

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q1 26: 468 bought or addedQ1 26: 353 cut or sold outQ2 26: 549 bought or addedQ2 26: 344 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024306304
Q4 2024371293
Q1 2025337350
Q2 2025422306
Q3 2025387334
Q4 2025487300
Q1 2026468353
Q2 2026549344

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ3 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 0.38Q2 26 calls: $2.3mQ2 26 puts: $1.1mQ2 26P/C 0.50
Numbers
QuarterCallsPutsP/C
Q3 2025$1.2m$602.8k0.51
Q4 2025$2.4m$279.3k0.12
Q1 2026$4.4m$1.7m0.38
Q2 2026$2.3m$1.1m0.50

Biggest buyers

Pathstone Holdings, LLC Added +5,365,208+5.4m
US BANCORP \DE\ Added +1,892,588+1.9m
ALLIANCEBERNSTEIN L.P. Added +1,131,938+1.1m
Cambridge Investment Research Advisors, Inc. Added +913,114+913.1k
Acorns Advisers, LLC Added +853,391+853.4k
LPL Financial LLC Added +527,196+527.2k
FACTORY MUTUAL INSURANCE CO New +524,000+524.0k
SWF LLC New +412,419+412.4k
Graney & King, LLC New +397,614+397.6k
MERCER GLOBAL ADVISORS INC /ADV Added +378,182+378.2k

Biggest sellers

Gallagher Fiduciary Advisors, LLC Reduced -7,164,450-7.2m
BlackRock, Inc. Reduced -4,339,383-4.3m
MORGAN STANLEY Reduced -3,272,438-3.3m
NATIONAL BANK OF CANADA /FI/ Reduced -2,087,189-2.1m
Nearwater Capital Markets, Ltd Sold out -1,413,600-1.4m
CAPITOLIS LIQUID GLOBAL MARKETS LLC Sold out -997,500-997.5k
BANK OF AMERICA CORP /DE/ Reduced -666,780-666.8k
BANK OF NOVA SCOTIA Sold out -263,700-263.7k
AMICA MUTUAL INSURANCE CO Reduced -260,000-260.0k
IEQ CAPITAL, LLC Reduced -237,976-238.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.9m19.9k shares
CITADEL ADVISORS LLC Reduced $410.4k4.3k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $696.7k7.3k shares
CITADEL ADVISORS LLC Added $448.6k4.7k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.39% of their portfolio New York, NY 274,117,987274.1m $26.2bn $26.2bn 0.39% Reduced -4.3m -4,339,383
2 Acorns Advisers, LLC 23.23% of their portfolio IRVINE, CA 37,327,06937.3m $3.6bn $3.6bn 23.23% Added +853.4k +853,391
3 ALLIANCEBERNSTEIN L.P. 0.74% of their portfolio NASHVILLE, TN 25,793,59925.8m $2.2bn $2.2bn 0.74% Added +1.1m +1,131,938
4 ENVESTNET ASSET MANAGEMENT INC 0.27% of their portfolio Berwyn, PA 12,009,88212.0m $1.1bn $1.1bn 0.27% Added +246.0k +245,993
5 US BANCORP \DE\ 1.21% of their portfolio MINNEAPOLIS, MN 11,650,19611.7m $1.1bn $1.1bn 1.21% Added +1.9m +1,892,588
6 CAPTRUST FINANCIAL ADVISORS 1.56% of their portfolio RALEIGH, NC 10,690,45310.7m $1.0bn $1.0bn 1.56% Reduced -202.6k -202,550
7 MORGAN STANLEY 0.05% of their portfolio NEW YORK, NY 9,990,27010.0m $953.5m $953.5m 0.05% Reduced -3.3m -3,272,438
8 BANK OF AMERICA CORP /DE/ 0.05% of their portfolio CHARLOTTE, NC 8,096,5938.1m $772.7m $772.7m 0.05% Reduced -666.8k -666,780
9 D.A. DAVIDSON & CO. 4.18% of their portfolio GREAT FALLS, MT 7,913,7647.9m $755.3m $755.3m 4.18% Added +150.1k +150,120
10 Focus Partners Wealth 0.68% of their portfolio ST LOUIS, MO 6,980,4187.0m $666.2m $666.2m 0.68% Reduced -16.6k -16,604
11 Sequoia Financial Advisors, LLC 3.00% of their portfolio Akron, OH 6,296,8456.3m $601.0m $601.0m 3.00% Added +247.7k +247,729
12 Pathstone Holdings, LLC 1.50% of their portfolio ENGLEWOOD, NJ 5,389,3605.4m $514.4m $514.4m 1.50% Added +5.4m +5,365,208
13 LPL Financial LLC 0.11% of their portfolio FORT MILL, SC 5,023,9415.0m $479.5m $479.5m 0.11% Added +527.2k +527,196
14 ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9.67% of their portfolio Altamonte Springs, FL 3,160,7583.2m $301.7m $301.7m 9.67% Reduced -28 -28
15 AMICA MUTUAL INSURANCE CO 24.53% of their portfolio PROVIDENCE, RI 3,083,2083.1m $294.5m $294.5m 24.53% Reduced -260.0k -260,000
16 Clark Capital Management Group, Inc. 1.53% of their portfolio PHILADELPHIA, PA 2,941,2502.9m $280.7m $280.7m 1.53% Reduced -33.8k -33,818
17 Waldron Private Wealth LLC 9.55% of their portfolio BRIDGEVILLE, PA 2,890,6552.9m $275.9m $275.9m 9.55% Reduced -7.3k -7,325
18 UBS Group AG 0.04% of their portfolio ZURICH, V8 2,513,2092.5m $239.9m $239.9m 0.04% Added +49.2k +49,165
19 Mariner, LLC 0.25% of their portfolio Overland Park, KS 2,455,5212.5m $233.9m $233.9m 0.25% Reduced -23.7k -23,676
20 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 2,335,9502.3m $222.9m $222.9m 0.04% Added +40.9k +40,885
21 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 2,187,3062.2m $208.7m $208.7m 0.04% Added +60.8k +60,839
22 Fund Evaluation Group, LLC 5.50% of their portfolio CINCINNATI, OH 2,134,9342.1m $203.8m $203.8m 5.50% Reduced -196.7k -196,678
23 DAVIDSON INVESTMENT ADVISORS 8.28% of their portfolio GREAT FALLS, MT 2,122,2542.1m $202.5m $202.5m 8.28% Added +1.1k +1,137
24 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 2,061,5662.1m $196.8m $196.8m 0.03% Added +84.0k +83,989
25 HighTower Advisors, LLC 0.18% of their portfolio CHICAGO, IL 1,909,4451.9m $182.2m $182.2m 0.18% Added +52.7k +52,735
26 Cambridge Investment Research Advisors, Inc. 0.20% of their portfolio FAIRFIELD, IA 1,807,7951.8m $172.5m $172.5m 0.20% Added +913.1k +913,114
27 CAHABA WEALTH MANAGEMENT, INC. 10.41% of their portfolio Atlanta, GA 1,807,6041.8m $172.5m $172.5m 10.41% Added +39.5k +39,484
28 AMG National Trust Bank 3.53% of their portfolio GREENWOOD VILLAGE, CO 1,799,9011.8m $171.8m $171.8m 3.53% Added +77.3k +77,312
29 Cetera Investment Advisers 0.15% of their portfolio SCHAUMBURG, IL 1,771,2791.8m $169.1m $169.1m 0.15% Added +97.5k +97,542
30 Gerber Kawasaki Wealth & Investment Management 4.28% of their portfolio SANTA MONICA, CA 1,680,3041.7m $160.4m $160.4m 4.28% Added +105.0k +105,012
31 Hardy Reed LLC 9.71% of their portfolio TUPELO, MS 1,585,3031.6m $151.3m $151.3m 9.71% Reduced -508 -508
32 COMMONWEALTH EQUITY SERVICES, LLC 0.19% of their portfolio WALTHAM, MA 1,571,0261.6m $149.9m $149.9m 0.19% Added +62.7k +62,726
33 Janney Montgomery Scott LLC 0.28% of their portfolio PHILADELPHIA, PA 1,525,4611.5m $145.6m $145.6m 0.28% Added +22.8k +22,759
34 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,521,3491.5m $145.2m $145.2m 0.04% Added +107.8k +107,847
35 Prime Capital Investment Advisors, LLC 1.30% of their portfolio OVERLAND PARK, KS 1,404,4571.4m $134.0m $134.0m 1.30% Added +240.9k +240,877
36 Orion Porfolio Solutions, LLC 0.94% of their portfolio OMAHA, NE 1,292,1811.3m $123.3m $123.3m 0.94% Reduced -45.8k -45,774
37 Allworth Financial LP 0.50% of their portfolio FOLSOM, CA 1,232,2101.2m $117.6m $117.6m 0.50% Reduced -189.2k -189,221
38 Compass Ion Advisors, LLC 9.48% of their portfolio CONSHOHOCKEN, PA 1,152,1351.2m $110.0m $110.0m 9.48% Added +21.5k +21,475
39 OSAIC HOLDINGS, INC. 0.13% of their portfolio SCOTTSDALE, AZ 1,147,1481.1m $109.5m $109.5m 0.13% Added +182.1k +182,063
40 BANK OF HAWAII 5.36% of their portfolio HONOLULU, HI 1,137,8051.1m $108.6m $108.6m 5.36% Reduced -19.8k -19,839
41 Clearstead Advisors, LLC 0.94% of their portfolio CLEVELAND, OH 1,047,5231.0m $100.0m $100.0m 0.94% Reduced -2.7k -2,706
42 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 1,026,9791.0m $97.1m $97.1m 0.04% Added +120.1k +120,066
43 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 987,573987.6k $93.6m $93.6m 0.01% Added +41.0k +41,037
44 AlphaCore Capital LLC 1.69% of their portfolio LA JOLLA, CA 956,986957.0k $91.3m $91.3m 1.69% Added +74.7k +74,664
45 Capstone Financial Advisors, Inc. 4.24% of their portfolio DOWNERS GROVE, IL 911,328911.3k $87.0m $87.0m 4.24% Added +5.0k +5,006
46 TRUE Private Wealth Advisors 7.10% of their portfolio Salem, OR 862,127862.1k $82.3m $82.3m 7.10% Reduced -159.9k -159,876
47 ALERUS FINANCIAL NA 3.53% of their portfolio GRAND FORKS, ND 845,112845.1k $80.7m $80.7m 3.53% Reduced -734 -734
48 Wealthspire Advisors, LLC 0.44% of their portfolio NEW YORK, NY 842,622842.6k $80.4m $80.4m 0.44% Added +7.2k +7,237
49 LOWE BROCKENBROUGH & CO INC 3.23% of their portfolio RICHMOND, VA 760,416760.4k $72.6m $72.6m 3.23% Added +25.0k +24,965
50 Aviso Financial Inc. 2.47% of their portfolio TORONTO, A6 745,177745.2k $71.1m $71.1m 2.47% Added +63.1k +63,072
51 Legacy Wealth Management, LLC 3.64% of their portfolio MEMPHIS, TN 728,716728.7k $69.5m $69.5m 3.64% Reduced -11.1k -11,098
52 Forvis Mazars Wealth Advisors, LLC 1.16% of their portfolio Springfield, MO 728,090728.1k $69.5m $69.5m 1.16% Reduced -24.8k -24,780
53 Corient Private Wealth LP 0.09% of their portfolio MIAMI, FL 666,181666.2k $63.6m $63.6m 0.09% Added +2.3k +2,252
54 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.03% of their portfolio MILWAUKEE, WI 633,567633.6k $60.5m $60.5m 0.03% Reduced -73.4k -73,415
55 STIFEL FINANCIAL CORP 0.05% of their portfolio ST. LOUIS, MO 624,773624.8k $59.6m $59.6m 0.05% Added +37.1k +37,135
56 Tiller Private Wealth, Inc. 18.57% of their portfolio BETHLEHEM, PA 621,092621.1k $59.3m $59.3m 18.57% Reduced -3.5k -3,522
57 M&T Bank Corp 0.17% of their portfolio BUFFALO, NY 616,609616.6k $58.8m $58.8m 0.17% Reduced -10.0k -10,023
58 Steward Partners Investment Advisory, LLC 0.29% of their portfolio STAMFORD, CT 594,031594.0k $56.7m $56.7m 0.29% Added +161.4k +161,448
59 Composition Wealth, LLC 0.66% of their portfolio LOS ANGELES, CA 591,873591.9k $56.5m $56.5m 0.66% Added +59.0k +59,046
60 MML INVESTORS SERVICES, LLC 0.11% of their portfolio SPRINGFIELD, MA 576,881576.9k $55.1m $55.1m 0.11% Added +89.3k +89,338
61 Adventist Health System/ West 8.27% of their portfolio Roseville, CA 552,898552.9k $52.8m $52.8m 8.27% Unchanged
62 Astoria Strategic Wealth, Inc. 11.83% of their portfolio NEW BRAUNFELS, TX 542,748542.7k $51.8m $51.8m 11.83% Added +1.1k +1,145
63 Chesley Taft & Associates LLC 2.01% of their portfolio CHICAGO, IL 540,179540.2k $51.6m $51.6m 2.01% Added +18.8k +18,791
64 EQUITABLE TRUST CO 2.11% of their portfolio NASHVILLE, TN 529,756529.8k $50.6m $50.6m 2.11% Reduced -19.0k -19,000
65 FACTORY MUTUAL INSURANCE CO 0.47% of their portfolio WALTHAM, MA 524,000524.0k $50.0m $50.0m 0.47% New
66 Waverly Advisors, LLC 0.29% of their portfolio BIRMINGHAM, AL 518,215518.2k $49.5m $49.5m 0.29% Added +149.6k +149,585
67 Bricktown Capital, LLC 8.86% of their portfolio DETROIT, MI 514,044514.0k $49.1m $49.1m 8.86% Added +15.8k +15,800
68 Allen Investment Management, LLC 0.54% of their portfolio NEW YORK, NY 480,805480.8k $45.9m $45.9m 0.54% Added +4.3k +4,319
69 Johnson Financial Group, Inc. 1.47% of their portfolio RACINE, WI 469,910469.9k $44.8m $44.8m 1.47% Reduced -46 -46
70 Geneos Wealth Management Inc. 0.90% of their portfolio ENGLEWOOD, CO 463,174463.2k $44.2m $44.2m 0.90% Added +107 +107
71 World Investment Advisors 0.67% of their portfolio LINCROFT, NJ 462,244462.2k $40.3m $40.3m 0.67% Added +163 +163
72 MERCER GLOBAL ADVISORS INC /ADV 0.05% of their portfolio DENVER, CO 449,280449.3k $42.9m $42.9m 0.05% Added +378.2k +378,182
73 Standpoint Asset Management, LLC 8.89% of their portfolio SCOTTSDALE, AZ 444,300444.3k $42.4m $42.4m 8.89% Added +16.2k +16,200
74 SWF LLC 2.63% of their portfolio OMAHA, NE 412,419412.4k $39.4m $39.4m 2.63% New
75 LODESTAR PRIVATE ASSET MANAGEMENT LLC 3.38% of their portfolio ALAMO, CA 409,902409.9k $39.1m $39.1m 3.38% Added +36.6k +36,616
76 PRINCIPAL SECURITIES, INC. 0.46% of their portfolio DES MOINES, IA 404,333404.3k $38.6m $38.6m 0.46% Reduced -21.3k -21,266
77 Graney & King, LLC 13.64% of their portfolio LATHAM, NY 397,614397.6k $37.9m $37.9m 13.64% New
78 PNC Financial Services Group, Inc. 0.02% of their portfolio Pittsburgh, PA 385,388385.4k $36.8m $36.8m 0.02% Added +4.5k +4,486
79 Savant Capital, LLC 0.10% of their portfolio ROCKFORD, IL 361,898361.9k $34.5m $34.5m 0.10% Reduced -529 -529
80 HUB Investment Partners, LLC 0.61% of their portfolio AUSTIN, TX 348,109348.1k $33.2m $33.2m 0.61% Added +14.0k +13,969
81 Meridian Wealth Partners, LLC 3.89% of their portfolio EXTON, PA 336,456336.5k $32.1m $32.1m 3.89% Added +3.6k +3,647
82 Integrated Wealth Concepts LLC 0.15% of their portfolio WALTHAM, MA 327,183327.2k $31.2m $31.2m 0.15% Added +60.2k +60,162
83 Stone House Investment Management, LLC 4.12% of their portfolio TUNKHANNOCK, PA 325,020325.0k $31.0m $31.0m 4.12% Added +325.0k +324,966
84 MARS JEWETT FINANCIAL GROUP, INC. 6.20% of their portfolio BELLEVUE, WA 320,820320.8k $30.6m $30.6m 6.20% Added +311.9k +311,893
85 Wick Capital Partners, LLC 4.24% of their portfolio WAYNE, PA 294,580294.6k $28.1m $28.1m 4.24% Added +29.3k +29,288
86 REGATTA CAPITAL GROUP, LLC 3.72% of their portfolio EL SEGUNDO, CA 289,517289.5k $27.6m $27.6m 3.72% Added +31.1k +31,057
87 Aptus Capital Advisors, LLC 0.19% of their portfolio FAIRHOPE, AL 277,937277.9k $26.5m $26.5m 0.19% Added +22.4k +22,371
88 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 273,452273.5k $26.1m $26.1m 0.03% Added +5.9k +5,939
89 Brookstone Capital Management 0.26% of their portfolio WHEATON, IL 272,923272.9k $26.0m $26.0m 0.26% Reduced -1.3k -1,263
90 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 269,832269.8k $25.8m $25.8m 0.02% Added +16.2k +16,244
91 Ullmann Wealth Partners Group, LLC 2.32% of their portfolio JACKSONVILLE BEACH, FL 267,386267.4k $25.5m $25.5m 2.32% Reduced -4.2k -4,219
92 Alliance Wealth Advisors, LLC /UT 4.80% of their portfolio Centerville, UT 266,800266.8k $25.5m $25.5m 4.80% Added +42.6k +42,639
93 49 WEALTH MANAGEMENT, LLC 4.83% of their portfolio AUSTIN, TX 265,293265.3k $25.3m $25.3m 4.83% Added +258.7k +258,743
94 ALONGSIDE, LLC 4.83% of their portfolio AUSTIN, TX 265,293265.3k $25.3m $25.3m 4.83% First filing
95 Mirae Asset Global Investments Co., Ltd. 0.05% of their portfolio SEOUL, M5 258,912258.9k $24.7m $24.7m 0.05% New
96 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 253,609253.6k $24.2m $24.2m 0.04% Added +11.9k +11,892
97 PHILLIPS FINANCIAL MANAGEMENT, LLC 1.66% of their portfolio FORT WAYNE, IN 237,405237.4k $22.7m $22.7m 1.66% Reduced -81.1k -81,127
98 Magnolia Wealth Management, LLC 11.73% of their portfolio DOTHAN, AL 234,771234.8k $22.4m $22.4m 11.73% Added +344 +344
99 Finley Financial, LLC 8.77% of their portfolio LAS VEGAS, NV 228,192228.2k $21.8m $21.8m 8.77% Reduced -1.2k -1,190
100 Patrick Mauro Investment Advisor, INC. 10.92% of their portfolio OAK BROOK, IL 227,748227.7k $21.7m $21.7m 10.92% Added +28.4k +28,388