# ISHARES TR (IXC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IXC/

- Reporting holders: 14
- Reported value: $54.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $29.0M | 508,556 | 2.5% | 27 |
| [MFA WEALTH ADVISORS, LLC](https://holderbook.com/funds/1688184-mfa-wealth-advisors-llc/) | $17.2M | 301,973 | 2.9% | 26 |
| [Factor Wealth Management LTD](https://holderbook.com/funds/2055816-factor-wealth-management-ltd/) | $5.1M | 90,263 | 0.8% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $601.4K | 10,556 | 0.0% | 12 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $505.3K | 8,869 | 0.0% | 9 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $419.5K | 7,364 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $311.9K | 5,475 | 0.0% | 9 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $246.5K | 4,326 | 0.0% | 3 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $210.1K | 3,505 | 0.0% | 1 |
| [DECISION INVESTMENTS, INC](https://holderbook.com/funds/2111652-decision-investments-inc/) | $209.3K | 3,674 | 0.2% | 1 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $103.5K | 1,817 | 0.0% | 21 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $34.2K | 600 | 0.0% | 19 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $10.9K | 192 | 0.0% | 12 |
| [Pacifica Partners Inc.](https://holderbook.com/funds/1799900-pacifica-partners-inc/) | $10.8K | 188 | 0.0% | 28 |
| [Ayalon Insurance Comp Ltd.](https://holderbook.com/funds/1642216-ayalon-insurance-comp-ltd/) | $6.1K | 107,474 | 0.5% | 24 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $34 | 604 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 14 | $54.0M |
| Q2 2026 | 336 | $1.0B |
| Q1 2026 | 344 | $1.7B |
| Q4 2025 | 297 | $1.2B |
| Q3 2025 | 285 | $1.1B |
| Q2 2025 | 290 | $1.0B |
| Q1 2025 | 324 | $1.0B |
| Q4 2024 | 375 | $1.2B |
| Q3 2024 | 369 | $1.2B |
| Q2 2024 | 399 | $1.5B |
| Q1 2024 | 465 | $2.7B |
| Q4 2023 | 432 | $2.3B |