# ISHARES TR (IXJ)

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

- Reporting holders: 9
- Reported value: $10.6M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $4.1M | 40,368 | 0.0% | 15 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $1.9M | 18,891 | 0.3% | 27 |
| [DECISION INVESTMENTS, INC](https://holderbook.com/funds/2111652-decision-investments-inc/) | $1.4M | 13,463 | 1.2% | 4 |
| [Whalen Wealth Management Inc.](https://holderbook.com/funds/1894447-whalen-wealth-management-inc/) | $1.2M | 12,127 | 0.5% | 1 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $947.5K | 9,278 | 0.0% | 20 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $905.4K | 8,866 | 0.1% | 2 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $21.6K | 212 | 0.0% | 16 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $10.7K | 105 | 0.0% | 9 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $3.1K | 30 | 0.0% | 16 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $12 | 120 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $10.6M |
| Q2 2026 | 308 | $2.8B |
| Q1 2026 | 285 | $2.5B |
| Q4 2025 | 293 | $3.3B |
| Q3 2025 | 259 | $3.0B |
| Q2 2025 | 270 | $2.8B |
| Q1 2025 | 267 | $2.9B |
| Q4 2024 | 277 | $2.7B |
| Q3 2024 | 273 | $3.2B |
| Q2 2024 | 276 | $3.0B |
| Q1 2024 | 266 | $3.1B |
| Q4 2023 | 259 | $2.9B |