ISHARES TR (AAXJ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
213
Reporting holders
$1.7B
Reported value
0.7%
Held as options
+11
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | $373.9M | 3,183,009 | 0.02% | 31q | +13.9%+$45.7M |
| MORGAN STANLEY | $152.9M | 1,281,315 | 0.01% | 35q | +9.0%+$12.6M |
| J.Safra Asset Management Corp | $104.4M | 874,689 | 4.81% | 6q | HELD |
| MEITAV INVESTMENT HOUSE LTD | $78.3M | 655,751 | 0.53% | new | NEW |
| Horizon Investments, LLC | $77.6M | 650,335 | 0.85% | new | NEW |
| CIBC Bancorp USA Inc. | $71.0M | 594,808 | 0.09% | 2q | -15.0%-$12.5M |
| PGIM Custom Harvest LLC | $57.6M | 482,898 | 0.72% | 19q | +38.4%+$16.0M |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $47.5M | 397,864 | 1.95% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $41.5M | 348,109 | 0.00% | 31q | -2.9%-$1.2M |
| BFI Infinity Ltd. | $37.6M | 315,265 | 11.17% | 6q | -48.6%-$35.6M |
| Bank Julius Baer & Co. Ltd, Zurich | $31.4M | 267,295 | 0.08% | 26q | +1.7%+$540.2K |
| ENVESTNET ASSET MANAGEMENT INC | $30.8M | 258,176 | 0.01% | 31q | +269.7%+$22.5M |
| LPL Financial LLC | $26.4M | 221,238 | 0.01% | 31q | +66.2%+$10.5M |
| GOLDMAN SACHS GROUP INC | $25.4M | 213,109 | 0.00% | 31q | -67.6%-$53.1M |
| UBS Group AG | $24.9M | 208,265 | 0.00% | 31q | -11.8%-$3.3M |
| GFS Advisors, LLC | $24.1M | 202,160 | 1.27% | 31q | +60.3%+$9.1M |
| OVERSEA-CHINESE BANKING Corp Ltd | $23.9M | 200,040 | 0.51% | 15q | -52.2%-$26.1M |
| Global Endowment Management, LP | $17.9M | 150,034 | 1.81% | 9q | -5.0%-$947.0K |
| Corient Private Wealth LP | $16.7M | 139,537 | 0.01% | 15q | +58.9%+$6.2M |
| Saudi Central Bank | $15.8M | 144,151 | 0.21% | 5q | HELD |
| Zurich Insurance Group Ltd/FI | $15.6M | 130,740 | 0.11% | 7q | +5.5%+$812.6K |
| WELLINGTON MANAGEMENT GROUP LLP | $15.6M | 130,606 | 0.00% | 10q | -17.2%-$3.2M |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $15.2M | 127,436 | 1.88% | new | NEW |
| FIDUCIARY FINANCIAL GROUP, LLC | $14.9M | 124,900 | 1.69% | 9q | +1.9%+$282.6K |
| MARSHALL WACE, LLP | $14.7M | 122,966 | 0.01% | 4q | -7.6%-$1.2M |
| OLD MISSION CAPITAL LLC | $11.8M | 98,477 | 0.19% | 2q | +35.0%+$3.0M |
| TD Waterhouse Canada Inc. | $11.4M | 98,508 | 0.03% | 2q | +6467.2%+$11.3M |
| Banco Santander, S.A. | $11.3M | 94,725 | 0.07% | 29q | +1.9%+$205.7K |
| James Hambro & Partners LLP | $10.6M | 88,915 | 0.38% | 16q | +55.3%+$3.8M |
| CITIGROUP INC | $10.2M | 85,342 | 0.00% | 31q | +6.5%+$621.2K |
| Activest Wealth Management | $9.9M | 82,935 | 1.91% | 12q | +3.9%+$371.4K |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $9.5M | 79,720 | 0.13% | 31q | HELD |
| Kera Capital Partners, Inc. | $9.5M | 79,372 | 0.91% | 6q | +9.8%+$842.0K |
| ROYAL BANK OF CANADA | $8.9M | 74,842 | 0.00% | 31q | -65.0%-$16.6M |
| INVICTUS PRIVATE WEALTH, LLC | $8.7M | 73,253 | 0.47% | 3q | +15.4%+$1.2M |
| Cetera Investment Advisers | $7.3M | 60,921 | 0.01% | new | NEW |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $7.2M | 60,099 | 0.01% | 18q | HELD |
| Federation des caisses Desjardins du Quebec | $7.1M | 59,584 | 0.02% | 37q | +59.2%+$2.6M |
| RAYMOND JAMES FINANCIAL INC | $7.1M | 59,210 | 0.00% | 7q | +8.5%+$554.6K |
| CITADEL ADVISORS LLC | $6.7M | options only | 0.00% | 2q | OPTIONS |
| EFG International AG | $6.7M | 55,763 | 0.12% | 3q | -18.9%-$1.6M |
| MAI Capital Management | $5.8M | 48,415 | 0.02% | 31q | +0.6%+$33.4K |
| Quantinno Capital Management LP | $5.8M | 48,381 | 0.01% | 10q | +12.7%+$648.9K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $5.6M | 46,855 | 0.00% | 11q | +14.7%+$714.8K |
| BAILARD, INC. | $5.5M | 46,317 | 0.11% | 19q | -2.1%-$116.0K |
| Rothschild & Co Wealth Management UK Ltd | $5.3M | 44,713 | 0.08% | 38q | -11.2%-$675.3K |
| BROWN ADVISORY INC | $5.2M | 43,637 | 0.01% | 31q | -28.0%-$2.0M |
| WELLS FARGO & COMPANY/MN | $5.1M | 42,576 | 0.00% | 31q | -49.5%-$5.0M |
| Moneda S.A. Administradora General de Fondos | $5.0M | 42,108 | 4.12% | 16q | +35.5%+$1.3M |
| EVERGREEN CAPITAL MANAGEMENT LLC | $5.0M | 41,946 | 0.09% | 19q | HELD |
| JANE STREET GROUP, LLC | $4.9M | 23,966 | 0.00% | new | NEW |
| AlphaCore Capital LLC | $4.4M | 36,840 | 0.08% | 6q | -3.4%-$156.3K |
| Nicholas Hoffman & Company, LLC. | $4.3M | 36,352 | 0.09% | 31q | HELD |
| SPINNAKER TRUST | $4.2M | 35,020 | 0.20% | 31q | -4.9%-$216.8K |
| Tolleson Wealth Management, Inc. | $4.1M | 33,957 | 0.55% | 28q | -13.4%-$626.4K |
| PRUDENTIAL PLC | $4.0M | 33,364 | 0.02% | 4q | -89.8%-$35.1M |
| Rathbones Group PLC | $3.8M | 31,844 | 0.01% | 12q | +24.5%+$747.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.7M | options only | 0.00% | 12q | OPTIONS |
| BANK OF NOVA SCOTIA | $3.6M | 30,000 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 27,075 | 0.00% | 31q | -18.8%-$748.3K |
| Pathway Financial Advisors LLC | $3.2M | 28,251 | 0.38% | 15q | -9.1%-$323.1K |
| National Philanthropic Trust | $3.2M | 26,852 | 0.05% | 10q | HELD |
| Evercore Wealth Management, LLC | $3.1M | 25,985 | 0.04% | 31q | HELD |
| LARCH CAPITAL PARTNERS LLC | $3.1M | 25,862 | 0.44% | 3q | +4.6%+$136.3K |
| FRANKLIN RESOURCES INC | $3.0M | 25,050 | 0.00% | 24q | -19.1%-$706.2K |
| ACIMA PRIVATE WEALTH, LLC | $3.0M | 25,048 | 0.87% | 2q | +18183.2%+$3.0M |
| PNC Financial Services Group, Inc. | $2.9M | 23,958 | 0.00% | 31q | HELD |
| COMMERCE BANK | $2.9M | 23,954 | 0.01% | 31q | -1.2%-$34.2K |
| NATIONAL BANK OF CANADA /FI/ | $2.8M | 23,864 | 0.00% | 19q | +6.6%+$176.8K |
| BNP PARIBAS FINANCIAL MARKETS | $2.8M | 23,810 | 0.00% | 31q | +92.2%+$1.4M |
| Cerity Partners LLC | $2.7M | 22,964 | 0.00% | 2q | HELD |
| BlackRock, Inc. | $2.6M | 21,946 | 0.00% | 8q | -9.8%-$283.5K |
| Journey Advisory Group, LLC | $2.6M | 21,623 | 0.20% | 6q | -67.2%-$5.3M |
| Union Bancaire Privee, UBP SA | $2.5M | 21,352 | 0.03% | 7q | HELD |
| swisspartners Advisors Ltd | $2.4M | 20,255 | 1.63% | 27q | -0.8%-$20.3K |
| Proficio Capital Partners LLC | $2.3M | 19,346 | 0.08% | 3q | HELD |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.3M | 19,203 | 0.12% | new | NEW |
| Gruss & Co., LLC | $2.3M | 19,000 | 5.56% | 6q | -13.6%-$358.0K |
| Insight Wealth Partners, LLC | $2.2M | 18,578 | 0.30% | 2q | +87.4%+$1.0M |
| OSAIC HOLDINGS, INC. | $2.1M | 17,981 | 0.00% | 26q | -1.4%-$31.0K |
| Climber Capital SA | $2.0M | 21,087 | 1.24% | 6q | +13.6%+$242.0K |
| AMERIPRISE FINANCIAL INC | $2.0M | 16,607 | 0.00% | 31q | -51.3%-$2.1M |
| MMBG INVESTMENT ADVISORS CO. | $2.0M | 16,482 | 0.16% | 19q | +0.7%+$14.6K |
| Modern Wealth Management, LLC | $1.9M | 16,230 | 0.02% | 10q | -15.9%-$365.4K |
| VOYA INVESTMENT MANAGEMENT LLC | $1.9M | 15,884 | 0.00% | 24q | -6.7%-$136.4K |
| FPC INVESTMENT ADVISORY, INC. | $1.9M | 17,048 | 0.88% | 10q | -25.4%-$637.2K |
| CONGRESS ASSET MANAGEMENT CO | $1.8M | 14,955 | 0.01% | 7q | -4.3%-$80.8K |
| Focus Partners Wealth | $1.8M | 14,744 | 0.00% | 2q | +89.3%+$830.2K |
| Sanctuary Advisors, LLC | $1.6M | 13,161 | 0.01% | 5q | +11.8%+$165.9K |
| Prospera Financial Services Inc | $1.6M | 13,059 | 0.02% | 5q | -35.6%-$859.7K |
| Envestnet Portfolio Solutions, Inc. | $1.5M | 12,859 | 0.01% | new | NEW |
| INSIGNEO ADVISORY SERVICES, LLC | $1.5M | 12,545 | 0.06% | 15q | +11.2%+$150.6K |
| Tranquilli Financial Advisor LLC | $1.4M | 11,800 | 0.76% | new | NEW |
| FIFTH THIRD BANCORP | $1.4M | 11,789 | 0.00% | 2q | +190.4%+$922.3K |
| Integrated Wealth Concepts LLC | $1.4M | 11,745 | 0.01% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $1.4M | 11,390 | 0.00% | 9q | +99.6%+$678.4K |
| Apollon Wealth Management, LLC | $1.3M | 10,979 | 0.02% | 19q | -4.8%-$65.4K |
| BANQUE PICTET & CIE SA | $1.3M | 10,655 | 0.01% | 23q | HELD |
| First Growth Capital LLC | $1.3M | 10,589 | 0.96% | 3q | -7.8%-$106.7K |
| HB Wealth Management, LLC | $1.3M | 10,546 | 0.01% | 3q | -9.8%-$137.1K |
Showing the largest 100 of 224 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 213 | $1.7B | 14,353,257 | 28 | 58 | 66 | 0.7% |
| Q1 2026 | 202 | $1.4B | 14,314,420 | 21 | 51 | 60 | 0.0% |
| Q4 2025 | 201 | $1.3B | 14,013,542 | 23 | 69 | 41 | 0.0% |
| Q3 2025 | 188 | $1.5B | 16,193,227 | 22 | 47 | 51 | 1.6% |
| Q2 2025 | 178 | $1.1B | 13,753,146 | 14 | 43 | 54 | 0.0% |
| Q1 2025 | 172 | $1.0B | 13,627,530 | 19 | 38 | 45 | 0.0% |
| Q4 2024 | 168 | $819.7M | 11,339,022 | 18 | 36 | 55 | 0.1% |
| Q3 2024 | 155 | $1.3B | 16,716,996 | 13 | 29 | 55 | 0.0% |
| Q2 2024 | 158 | $1.1B | 15,529,685 | 15 | 32 | 50 | 0.0% |
| Q1 2024 | 155 | $1.4B | 20,199,741 | 19 | 38 | 53 | 0.0% |
| Q4 2023 | 157 | $1.2B | 17,929,537 | 16 | 43 | 55 | 0.6% |
| Q3 2023 | 156 | $938.4M | 14,705,340 | 13 | 26 | 69 | 0.4% |
| Q2 2023 | 164 | $1.4B | 20,412,160 | 9 | 58 | 46 | 0.0% |
| Q1 2023 | 171 | $1.2B | 17,906,161 | 25 | 43 | 56 | 0.0% |
| Q4 2022 | 153 | $867.6M | 13,257,262 | 24 | 41 | 53 | 0.4% |
| Q3 2022 | 184 | $967.4M | 16,426,329 | 10 | 34 | 69 | 0.3% |
| Q2 2022 | 214 | $1.6B | 23,024,641 | 24 | 36 | 89 | 0.3% |
| Q1 2022 | 236 | $2.1B | 27,957,848 | 17 | 57 | 81 | 0.5% |
| Q4 2021 | 261 | $2.2B | 26,723,511 | 32 | 63 | 75 | 1.7% |
| Q3 2021 | 262 | $2.9B | 33,703,474 | 20 | 65 | 94 | 0.7% |
| Q2 2021 | 270 | $3.5B | 37,447,437 | 29 | 98 | 73 | 0.3% |
| Q1 2021 | 277 | $3.4B | 36,169,324 | 49 | 103 | 65 | 0.3% |
| Q4 2020 | 239 | $2.8B | 31,389,816 | 40 | 74 | 59 | 0.2% |
| Q3 2020 | 210 | $2.2B | 27,807,905 | 28 | 68 | 57 | 2.8% |
| Q2 2020 | 204 | $1.5B | 21,348,372 | 32 | 49 | 71 | 2.3% |
| Q1 2020 | 201 | $1.4B | 24,085,535 | 32 | 54 | 58 | 0.1% |
| Q4 2019 | 205 | $2.2B | 26,578,476 | 27 | 53 | 57 | 11.6% |
| Q3 2019 | 192 | $1.7B | 23,490,538 | 15 | 40 | 68 | 10.9% |
| Q2 2019 | 207 | $2.2B | 25,594,218 | 16 | 55 | 78 | 20.0% |
| Q1 2019 | 222 | $2.2B | 27,828,495 | 32 | 58 | 67 | 9.2% |
| Q4 2018 | 209 | $2.0B | 27,553,010 | 3 | 5 | 5 | 12.6% |