ISHARES TR (IXN)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

Reporting holders

$33.7M

Reported value

0.0%

Calls

0.0%

Puts

-537

Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

Filer	Value	Shares	Their book	Held	Change
Shira Ridge Wealth Management	$10.2M	68,795	3.54%	16q	-0.7%-$68.6K
DECISION INVESTMENTS, INC	$4.5M	30,168	4.05%	4q	HELD
Marotta Asset Management	$3.4M	22,603	0.57%	27q	-0.7%-$22.5K
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$3.2M	21,800	1.94%	16q	HELD
Farther Finance Advisors, LLC	$2.7M	18,112	0.02%	16q	+8.5%+$210.5K
Avidian Wealth Enterprises, LLC	$1.7M	11,218	0.05%	26q	-7.7%-$139.3K
Asempa Wealth Advisors	$1.2M	8,124	0.93%	4q	HELD
Montecito Bank & Trust	$1.2M	8,127	0.18%	28q	HELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$759.3K	5,123	0.01%	3q	HELD
Shelter Rock Management, LLC	$672.2K	4,410	0.63%	4q	HELD
CoreCap Advisors, LLC	$662.2K	4,468	0.02%	9q	+4.7%+$29.5K
Intelligence Driven Advisers, LLC	$470.9K	3,177	0.08%	25q	HELD
Rosenberg Matthew Hamilton	$449.1K	3,030	0.08%	21q	-4.9%-$23.0K
Graves Light Lenhart Wealth, Inc.	$434.4K	2,931	0.04%	12q	HELD
First Heartland Consultants, Inc.	$403.2K	2,720	0.03%	2q	-7.8%-$34.1K
PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$355.7K	2,400	0.19%	6q	HELD
GoalVest Advisory LLC	$320.2K	2,160	0.06%	4q	HELD
FINANCIAL MANAGEMENT NETWORK INC	$262.9K	1,730	0.04%	2q	HELD
Williams & Novak Wealth Management, LLC	$235.7K	1,590	0.14%	2q	HELD
Hamilton Capital, LLC	$232.0K	1,565	0.01%	2q	HELD
Capital Advisors Wealth Management, LLC	$219.8K	1,483	0.02%	2q	HELD
Investors Research Corp	$102.3K	690	0.02%	2q	+160.4%+$63.0K
Go Invest LLC	$38.2K	258	0.01%	4q	+20.0%+$6.4K
Byrne Asset Management LLC	$11.4K	76	0.01%	20q	HELD
Central Pacific Bank - Trust Division	$4.4K	30	0.00%	4q	+76.5%+$1.9K
TOTH FINANCIAL ADVISORY CORP	$1.0K	7	0.00%	new	NEW
Retirement Wealth Solutions LLC	$369	2	0.00%	8q	-33.3%
CX Institutional	$119	803	0.00%	8q	-93.6%-$1.7K
Polaris Financial Partners	$2	15	0.00%	new	FIRST

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
Q3 2026	27	$33.7M	226,797	1	5	6	0.0%
Q2 2026	564	$4.7B	32,130,159	91	117	148	0.1%
Q1 2026	495	$3.3B	33,570,808	44	121	146	0.0%
Q4 2025	495	$2.8B	26,910,296	48	104	154	0.0%
Q3 2025	448	$2.9B	27,941,930	40	99	118	0.0%
Q2 2025	442	$2.4B	26,413,846	40	83	141	0.0%
Q1 2025	445	$2.1B	27,608,558	31	76	156	0.0%
Q4 2024	459	$2.6B	30,606,656	24	106	133	0.1%
Q3 2024	441	$2.8B	34,092,688	32	95	128	0.0%
Q2 2024	431	$2.6B	31,885,105	44	92	122	0.0%
Q1 2024	424	$2.6B	35,005,978	30	100	143	0.0%
Q4 2023	424	$2.3B	33,486,971	57	88	125	0.1%
Q3 2023	376	$1.7B	29,001,772	25	61	133	0.1%
Q2 2023	387	$1.8B	29,588,055	45	62	137	0.1%
Q1 2023	358	$1.6B	29,552,000	39	51	156	0.2%
Q4 2022	363	$2.8B	62,799,376	36	53	172	0.0%
Q3 2022	373	$1.5B	36,476,315	30	62	175	0.1%
Q2 2022	392	$1.8B	39,682,992	34	66	187	0.2%
Q1 2022	445	$3.4B	58,333,951	39	88	209	0.2%
Q4 2021	458	$4.1B	63,650,123	44	93	171	0.0%
Q3 2021	394	$4.1B	72,371,173	51	320	11	0.0%
Q2 2021	365	$2.8B	8,546,933	35	80	167	0.3%
Q1 2021	367	$3.5B	11,433,556	27	131	122	0.0%
Q4 2020	369	$3.5B	11,508,577	36	116	109	0.0%
Q3 2020	332	$2.9B	10,974,665	43	102	106	0.2%
Q2 2020	308	$2.5B	10,528,093	45	105	86	0.0%
Q1 2020	289	$1.7B	9,470,782	34	66	134	0.0%
Q4 2019	304	$2.2B	10,536,941	50	86	82	0.0%
Q3 2019	252	$1.8B	9,752,995	20	74	99	0.0%
Q2 2019	246	$1.7B	9,129,635	35	46	110	0.0%
Q1 2019	232	$1.9B	11,073,290	34	95	48	0.0%
Q4 2018	206	$1.3B	9,057,399	1	5	4	0.0%