# ISHARES TR (IXN)

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

- Reporting holders: 27
- Reported value: $33.7M
- 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 |
|---|---|---|---|---|
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $10.2M | 68,795 | 3.5% | 16 |
| [DECISION INVESTMENTS, INC](https://holderbook.com/funds/2111652-decision-investments-inc/) | $4.5M | 30,168 | 4.1% | 4 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $3.4M | 22,603 | 0.6% | 27 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $3.2M | 21,800 | 1.9% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.7M | 18,112 | 0.0% | 16 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $1.7M | 11,218 | 0.0% | 26 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $1.2M | 8,124 | 0.9% | 4 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $1.2M | 8,127 | 0.2% | 28 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $759.3K | 5,123 | 0.0% | 3 |
| [Shelter Rock Management, LLC](https://holderbook.com/funds/2109305-shelter-rock-management-llc/) | $672.2K | 4,410 | 0.6% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $662.2K | 4,468 | 0.0% | 9 |
| [Intelligence Driven Advisers, LLC](https://holderbook.com/funds/1819955-intelligence-driven-advisers-llc/) | $470.9K | 3,177 | 0.1% | 25 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $449.1K | 3,030 | 0.1% | 21 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $434.4K | 2,931 | 0.0% | 12 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $403.2K | 2,720 | 0.0% | 2 |
| [PPS&V ASSET MANAGEMENT CONSULTANTS, INC.](https://holderbook.com/funds/1936380-pps-v-asset-management-consultants-inc/) | $355.7K | 2,400 | 0.2% | 6 |
| [GoalVest Advisory LLC](https://holderbook.com/funds/1839307-goalvest-advisory-llc/) | $320.2K | 2,160 | 0.1% | 4 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $262.9K | 1,730 | 0.0% | 2 |
| [Williams & Novak Wealth Management, LLC](https://holderbook.com/funds/1998419-williams-novak-wealth-management-llc/) | $235.7K | 1,590 | 0.1% | 2 |
| [Hamilton Capital, LLC](https://holderbook.com/funds/1646639-hamilton-capital-llc/) | $232.0K | 1,565 | 0.0% | 2 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $219.8K | 1,483 | 0.0% | 2 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $102.3K | 690 | 0.0% | 2 |
| [Go Invest LLC](https://holderbook.com/funds/2139692-go-invest-llc/) | $38.2K | 258 | 0.0% | 4 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $11.4K | 76 | 0.0% | 20 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $4.4K | 30 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 27 | $33.7M |
| Q2 2026 | 564 | $4.7B |
| Q1 2026 | 495 | $3.3B |
| Q4 2025 | 495 | $2.8B |
| Q3 2025 | 448 | $2.9B |
| Q2 2025 | 442 | $2.4B |
| Q1 2025 | 445 | $2.1B |
| Q4 2024 | 459 | $2.6B |
| Q3 2024 | 441 | $2.8B |
| Q2 2024 | 431 | $2.6B |
| Q1 2024 | 424 | $2.6B |
| Q4 2023 | 424 | $2.3B |