ISHARES TR (IXJ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
290
Reporting holders
$2.7B
Reported value
0.0%
Held as options
+17
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.4B | 13,781,566 | 0.02% | 8q | -1.1%-$14.7M |
| Phoenix Financial Ltd. | $264.1M | 2,684,000 | 1.80% | 13q | -28.1%-$103.3M |
| Fisher Asset Management, LLC | $207.9M | 2,113,446 | 0.06% | 31q | -6.5%-$14.5M |
| BANK OF AMERICA CORP /DE/ | $101.4M | 1,030,212 | 0.01% | 31q | -11.4%-$13.1M |
| MORGAN STANLEY | $93.1M | 945,984 | 0.00% | 35q | +112.7%+$49.3M |
| ASSETMARK, INC | $77.4M | 786,480 | 0.13% | 4q | +854769.6%+$77.4M |
| FIL Ltd | $76.6M | 776,264 | 0.06% | 31q | +2401.8%+$73.5M |
| CI INVESTMENTS INC. | $70.8M | 719,900 | 0.23% | new | NEW |
| JPMORGAN CHASE & CO | $30.9M | 310,990 | 0.00% | 31q | -31.3%-$14.1M |
| UBS Group AG | $30.3M | 308,296 | 0.00% | 31q | +7.2%+$2.0M |
| WELLS FARGO & COMPANY/MN | $22.8M | 231,651 | 0.00% | 31q | -48.7%-$21.7M |
| ROYAL BANK OF CANADA | $21.4M | 217,217 | 0.00% | 31q | +9.0%+$1.8M |
| Jupiter Topco LLC | $18.0M | 183,020 | 0.01% | new | FIRST |
| RAYMOND JAMES FINANCIAL INC | $18.0M | 183,017 | 0.00% | 7q | +3.6%+$629.3K |
| BANK OF MONTREAL /CAN/ | $16.4M | 166,548 | 0.01% | 31q | -1.3%-$221.4K |
| LPL Financial LLC | $16.2M | 165,149 | 0.00% | 31q | +8.0%+$1.2M |
| ENVESTNET ASSET MANAGEMENT INC | $14.6M | 148,494 | 0.00% | 31q | +45.2%+$4.5M |
| HighTower Advisors, LLC | $13.7M | 138,873 | 0.01% | 29q | +2.4%+$317.4K |
| JANE STREET GROUP, LLC | $12.6M | 127,640 | 0.00% | 17q | -71.5%-$31.5M |
| Federation des caisses Desjardins du Quebec | $12.4M | 125,906 | 0.04% | 37q | HELD |
| Banco Santander, S.A. | $11.6M | 118,275 | 0.07% | 20q | +2.5%+$284.6K |
| Robertson Stephens Wealth Management, LLC | $11.4M | 115,873 | 0.28% | 4q | +24.5%+$2.2M |
| KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | $10.3M | 104,285 | 1.98% | new | FIRST |
| Royal Fund Management, LLC | $9.6M | 97,325 | 0.80% | 3q | +5.8%+$522.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 83,187 | 0.01% | 31q | -1.0%-$79.4K |
| MANAGED ASSET PORTFOLIOS, LLC | $7.8M | 78,965 | 0.89% | new | NEW |
| PGIM Custom Harvest LLC | $5.9M | 60,434 | 0.07% | 7q | +4.2%+$242.2K |
| FCA CORP /TX | $5.3M | 53,846 | 1.30% | 31q | +4.7%+$240.0K |
| Cetera Investment Advisers | $4.8M | 49,180 | 0.00% | 15q | +85.6%+$2.2M |
| GOLDMAN SACHS GROUP INC | $4.7M | 48,221 | 0.00% | 20q | +2.3%+$106.3K |
| Mirae Asset Global Investments Co., Ltd. | $4.7M | 47,800 | 0.01% | 31q | -59.2%-$6.8M |
| OSAIC HOLDINGS, INC. | $4.5M | 46,105 | 0.01% | 26q | +20.6%+$774.3K |
| BNP PARIBAS FINANCIAL MARKETS | $4.4M | 44,915 | 0.00% | 15q | -18.2%-$983.8K |
| Banque Transatlantique SA | $4.4M | 44,273 | 0.09% | new | NEW |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.1M | 41,594 | 0.02% | 3q | -1.8%-$76.3K |
| SCOTIA CAPITAL INC. | $4.0M | 41,137 | 0.02% | 31q | +105.5%+$2.1M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.8M | 38,879 | 0.00% | 31q | +16.2%+$533.1K |
| CITIGROUP INC | $3.8M | 38,556 | 0.00% | 31q | -11.8%-$505.3K |
| Farther Finance Advisors, LLC | $3.7M | 37,777 | 0.03% | 14q | +7.4%+$255.8K |
| FRANKLIN RESOURCES INC | $3.1M | 31,572 | 0.00% | 25q | +20.5%+$529.4K |
| TD Waterhouse Canada Inc. | $3.0M | 30,196 | 0.01% | 19q | +4.2%+$119.4K |
| Creative Planning | $2.8M | 28,669 | 0.00% | 31q | -4.1%-$119.4K |
| Rathbones Group PLC | $2.8M | 27,984 | 0.01% | 12q | +8.7%+$220.7K |
| Vontobel Holding Ltd. | $2.6M | 26,700 | 0.01% | 3q | HELD |
| TRUIST FINANCIAL CORP | $2.6M | 26,685 | 0.00% | 20q | -2.4%-$65.7K |
| VIAWEALTH, LLC | $2.6M | 26,411 | 1.31% | 3q | +15.2%+$343.5K |
| JONES FINANCIAL COMPANIES LLLP | $2.4M | 24,303 | 0.00% | 11q | +32.2%+$584.8K |
| Equitable Holdings, Inc. | $2.4M | 24,098 | 0.01% | 27q | -13.8%-$379.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.4M | 23,976 | 0.00% | 20q | +69.3%+$965.8K |
| Sanctuary Advisors, LLC | $2.4M | 23,952 | 0.01% | 9q | +41.4%+$689.6K |
| Kestra Advisory Services, LLC | $2.1M | 21,766 | 0.01% | 10q | +6.9%+$138.4K |
| AMERIPRISE FINANCIAL INC | $2.1M | 21,729 | 0.00% | 31q | -49.6%-$2.1M |
| Legacy Wealth Partners, LLC | $2.1M | 21,367 | 0.47% | new | NEW |
| Logan Stone Capital, LLC | $1.9M | 19,723 | 0.41% | 3q | -32.5%-$933.0K |
| HARBOUR INVESTMENTS, INC. | $1.9M | 19,703 | 0.03% | 7q | +8.6%+$153.5K |
| Clarity Wealth Advisors, LLC | $1.9M | 19,029 | 0.33% | 27q | -23.6%-$576.8K |
| Marotta Asset Management | $1.9M | 18,891 | 0.31% | 26q | -3.9%-$74.8K |
| Beacon Pointe Advisors, LLC | $1.9M | 18,820 | 0.01% | 18q | -5.3%-$103.7K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.8M | 18,516 | 0.03% | 9q | HELD |
| Private Advisor Group, LLC | $1.8M | 17,905 | 0.01% | 31q | -9.3%-$180.1K |
| Anson Capital, Inc. | $1.7M | 17,109 | 1.10% | 3q | +11.8%+$177.9K |
| Balefire, LLC | $1.7M | 17,078 | 0.27% | new | NEW |
| Atria Investments, Inc | $1.7M | 16,991 | 0.02% | 12q | +334.0%+$1.3M |
| Gladstone Institutional Advisory LLC | $1.7M | 16,921 | 0.05% | 8q | +36.9%+$448.6K |
| FMR LLC | $1.6M | 16,116 | 0.00% | 31q | +9.6%+$139.3K |
| White Lighthouse Investment Management Inc. | $1.6M | 16,125 | 0.20% | 31q | -0.9%-$14.8K |
| Rockefeller Capital Management L.P. | $1.5M | 15,503 | 0.00% | 27q | +4.8%+$70.0K |
| Invst, LLC | $1.5M | 15,135 | 0.15% | 6q | -3.1%-$47.5K |
| CAPTRUST FINANCIAL ADVISORS | $1.4M | 13,959 | 0.00% | 25q | +9.8%+$122.7K |
| DECISION INVESTMENTS, INC | $1.3M | 13,563 | 1.21% | 3q | +1.1%+$14.3K |
| ICICI Prudential Asset Management Co Ltd | $1.3M | 12,675 | 0.14% | 16q | HELD |
| D.A. DAVIDSON & CO. | $1.2M | 12,493 | 0.01% | 31q | -6.0%-$79.0K |
| Algorithmic Investment Models, LLC | $1.2M | 12,166 | 1.39% | new | NEW |
| Snowden Capital Advisors LLC | $1.2M | 12,129 | 0.03% | 10q | -0.8%-$9.7K |
| Qube Research & Technologies Ltd | $1.2M | 11,951 | 0.00% | 2q | -28.1%-$458.7K |
| Steward Partners Investment Advisory, LLC | $1.2M | 11,917 | 0.01% | 29q | +46.0%+$369.3K |
| Gateway Wealth Partners, LLC | $1.2M | 11,781 | 0.07% | new | NEW |
| Sequoia Financial Advisors, LLC | $1.2M | 11,744 | 0.01% | 11q | +6.7%+$73.0K |
| MERIDIAN INVESTMENT COUNSEL INC. | $1.1M | 11,503 | 0.24% | 31q | -1.7%-$19.7K |
| MAI Capital Management | $1.1M | 11,003 | 0.00% | 11q | +35.9%+$286.2K |
| STIFEL FINANCIAL CORP | $1.0M | 10,236 | 0.00% | 31q | -33.4%-$504.2K |
| PARTNERS WEALTH MANAGEMENT, LLC | $977.0K | 9,931 | 0.96% | 7q | -0.7%-$6.4K |
| Clearstead Advisors, LLC | $916.9K | 9,320 | 0.01% | 9q | +1453.3%+$857.9K |
| Maltin Wealth Management, Inc. | $900.2K | 9,150 | 0.30% | 27q | +0.8%+$7.1K |
| Avidian Wealth Enterprises, LLC | $897.7K | 9,125 | 0.02% | 19q | +1.9%+$17.1K |
| PNC Financial Services Group, Inc. | $864.2K | 8,784 | 0.00% | 31q | -3.9%-$35.2K |
| NATIONAL BANK OF CANADA /FI/ | $832.3K | 8,465 | 0.00% | 19q | -27.6%-$317.0K |
| Cassaday & Co Wealth Management LLC | $816.6K | 8,300 | 0.02% | 4q | HELD |
| Spire Wealth Management | $787.4K | 8,004 | 0.02% | 16q | -2.8%-$22.9K |
| Cerity Partners LLC | $782.0K | 7,954 | 0.00% | 7q | HELD |
| Corient Private Wealth LP | $774.1K | 7,868 | 0.00% | 12q | +103.6%+$393.9K |
| Pathstone Holdings, LLC | $771.3K | 7,840 | 0.00% | 9q | -32.3%-$367.8K |
| Kingsview Wealth Management, LLC | $719.8K | 7,317 | 0.01% | 10q | +11.6%+$74.8K |
| CIBC WORLD MARKET INC. | $717.2K | 7,290 | 0.00% | 31q | +11.3%+$72.6K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $684.9K | 6,961 | 0.01% | 5q | -1.2%-$8.6K |
| Vestmark Advisory Solutions, Inc. | $683.4K | 6,946 | 0.01% | 3q | +2.3%+$15.3K |
| Savvy Advisors, Inc. | $670.4K | 6,815 | 0.01% | 2q | +161.5%+$414.1K |
| ELCO Management Co., LLC | $652.0K | 6,627 | 0.28% | 31q | HELD |
| HB Wealth Management, LLC | $649.5K | 6,601 | 0.00% | 4q | +37.5%+$177.1K |
| Fosun International Ltd | $635.6K | 6,461 | 0.14% | 3q | HELD |
Showing the largest 100 of 304 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 | 290 | $2.7B | 27,630,328 | 46 | 84 | 65 | 0.0% |
| Q1 2026 | 273 | $2.5B | 27,014,195 | 28 | 60 | 77 | 0.0% |
| Q4 2025 | 278 | $3.3B | 34,146,241 | 46 | 69 | 71 | 0.0% |
| Q3 2025 | 243 | $3.0B | 33,844,509 | 22 | 46 | 76 | 0.0% |
| Q2 2025 | 249 | $2.8B | 32,328,659 | 31 | 64 | 77 | 0.0% |
| Q1 2025 | 246 | $2.9B | 31,549,622 | 19 | 52 | 73 | 0.0% |
| Q4 2024 | 252 | $2.6B | 30,411,702 | 24 | 53 | 76 | 0.0% |
| Q3 2024 | 251 | $3.2B | 31,759,711 | 27 | 54 | 74 | 0.0% |
| Q2 2024 | 251 | $3.0B | 32,979,478 | 30 | 52 | 75 | 0.0% |
| Q1 2024 | 240 | $3.1B | 33,329,324 | 31 | 58 | 77 | 0.0% |
| Q4 2023 | 229 | $2.9B | 33,049,751 | 23 | 56 | 65 | 0.0% |
| Q3 2023 | 238 | $2.9B | 34,688,219 | 23 | 66 | 53 | 0.0% |
| Q2 2023 | 234 | $2.7B | 31,492,904 | 26 | 65 | 57 | 0.0% |
| Q1 2023 | 223 | $2.7B | 32,973,543 | 25 | 60 | 67 | 0.0% |
| Q4 2022 | 222 | $2.7B | 31,556,582 | 42 | 62 | 49 | 0.0% |
| Q3 2022 | 237 | $2.2B | 29,154,397 | 25 | 65 | 50 | 0.0% |
| Q2 2022 | 241 | $2.2B | 26,581,962 | 23 | 68 | 47 | 0.1% |
| Q1 2022 | 232 | $2.2B | 24,704,726 | 24 | 51 | 61 | 0.1% |
| Q4 2021 | 233 | $2.3B | 25,739,070 | 23 | 69 | 47 | 0.0% |
| Q3 2021 | 215 | $2.0B | 24,252,747 | 19 | 63 | 44 | 0.0% |
| Q2 2021 | 211 | $2.0B | 23,534,932 | 27 | 49 | 52 | 0.1% |
| Q1 2021 | 204 | $1.7B | 22,014,796 | 13 | 51 | 55 | 0.0% |
| Q4 2020 | 210 | $1.5B | 19,280,873 | 23 | 45 | 49 | 0.0% |
| Q3 2020 | 198 | $1.3B | 18,378,183 | 17 | 46 | 61 | 0.0% |
| Q2 2020 | 202 | $1.2B | 17,926,909 | 23 | 51 | 67 | 0.1% |
| Q1 2020 | 202 | $1.1B | 18,662,604 | 11 | 42 | 75 | 0.2% |
| Q4 2019 | 220 | $1.3B | 18,590,138 | 34 | 37 | 61 | 0.1% |
| Q3 2019 | 188 | $1.1B | 18,232,401 | 12 | 34 | 72 | 0.0% |
| Q2 2019 | 193 | $1.4B | 21,983,473 | 19 | 43 | 60 | 0.1% |
| Q1 2019 | 201 | $1.3B | 20,515,484 | 21 | 42 | 68 | 0.1% |
| Q4 2018 | 202 | $893.1M | 15,757,681 | 4 | 6 | 4 | 0.1% |