ISHARES TR (JPXN)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
28
Reporting holders
$25.2M
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $6.7M | 67,328 | 0.00% | 35q | -44.4%-$5.3M |
| CIBC WORLD MARKET INC. | $3.2M | 32,688 | 0.01% | 2q | +141.2%+$1.9M |
| JONES FINANCIAL COMPANIES LLLP | $2.2M | 22,637 | 0.00% | 7q | +20.1%+$373.3K |
| Intesa Sanpaolo Wealth Management | $2.0M | 20,000 | 0.40% | 3q | HELD |
| BANK OF AMERICA CORP /DE/ | $1.9M | 18,988 | 0.00% | 31q | +4.7%+$84.0K |
| CITADEL ADVISORS LLC | $1.7M | 16,898 | 0.00% | 2q | -78.7%-$6.2M |
| Corient Private Wealth LP | $1.3M | 12,824 | 0.00% | 14q | +100.0%+$635.7K |
| UBS Group AG | $955.6K | 9,639 | 0.00% | 31q | +7.5%+$66.9K |
| Beacon Pointe Advisors, LLC | $946.7K | 9,549 | 0.00% | 3q | -15.5%-$173.6K |
| LPL Financial LLC | $931.5K | 9,396 | 0.00% | 19q | +0.9%+$8.0K |
| JANE STREET GROUP, LLC | $895.0K | 9,027 | 0.00% | 9q | -90.7%-$8.7M |
| GOLDMAN SACHS GROUP INC | $465.7K | 4,697 | 0.00% | 2q | -79.3%-$1.8M |
| HighTower Advisors, LLC | $428.3K | 4,320 | 0.00% | 2q | -13.0%-$64.2K |
| Copia Wealth Management | $405.6K | 4,091 | 0.24% | 7q | -3.2%-$13.3K |
| Ifrah Financial Services, Inc. | $314.8K | 3,176 | 0.08% | 2q | +42.7%+$94.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $281.4K | 2,838 | 0.00% | 2q | +2.3%+$6.4K |
| OSAIC HOLDINGS, INC. | $204.1K | 2,059 | 0.00% | 26q | +238.7%+$143.9K |
| Rockefeller Capital Management L.P. | $128.6K | 1,297 | 0.00% | 4q | -47.1%-$114.5K |
| WELLS FARGO & COMPANY/MN | $98.4K | 993 | 0.00% | 31q | -50.0%-$98.4K |
| ROYAL BANK OF CANADA | $87.0K | 877 | 0.00% | 31q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $39.7K | 400 | 0.00% | 3q | HELD |
| WHITTIER TRUST CO OF NEVADA INC | $24.4K | 245 | 0.00% | 17q | HELD |
| SALEM INVESTMENT COUNSELORS INC | $19.8K | 200 | 0.00% | 2q | HELD |
| Breakwater Investment Management | $14.5K | 146 | 0.00% | 10q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $13.9K | 140 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $13.9K | 140 | 0.00% | 19q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $10.0K | 101 | 0.00% | new | NEW |
| Arax Advisory Partners | $10.0K | 100 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $5.8K | 58,300 | 0.24% | 9q | +1687.2%+$5.5K |
| HANTZ FINANCIAL SERVICES, INC. | $2 | 16 | 0.00% | 4q | HELD |
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 | 28 | $25.2M | 254,794 | 3 | 9 | 9 | 0.0% |
| Q1 2026 | 27 | $42.9M | 469,438 | 8 | 10 | 2 | 0.0% |
| Q4 2025 | 22 | $20.3M | 234,456 | 3 | 5 | 6 | 0.0% |
| Q3 2025 | 22 | $20.4M | 239,120 | 3 | 5 | 7 | 0.0% |
| Q2 2025 | 22 | $17.9M | 223,408 | 1 | 8 | 7 | 0.0% |
| Q1 2025 | 24 | $19.2M | 263,639 | 4 | 4 | 10 | 0.0% |
| Q4 2024 | 24 | $20.6M | 291,244 | 5 | 4 | 5 | 0.0% |
| Q3 2024 | 24 | $22.6M | 295,944 | 5 | 7 | 6 | 0.0% |
| Q2 2024 | 22 | $17.5M | 241,624 | 3 | 6 | 4 | 0.0% |
| Q1 2024 | 21 | $29.3M | 391,197 | 3 | 5 | 4 | 0.0% |
| Q4 2023 | 23 | $29.2M | 429,033 | 2 | 6 | 9 | 0.0% |
| Q3 2023 | 31 | $66.9M | 1,041,888 | 10 | 13 | 2 | 0.0% |
| Q2 2023 | 24 | $43.2M | 654,930 | 7 | 7 | 2 | 0.0% |
| Q1 2023 | 19 | $17.2M | 274,528 | 1 | 1 | 7 | 0.0% |
| Q4 2022 | 17 | $18.0M | 308,844 | 1 | 3 | 4 | 0.0% |
| Q3 2022 | 20 | $16.7M | 320,130 | 1 | 8 | 4 | 0.0% |
| Q2 2022 | 22 | $22.3M | 395,761 | 1 | 9 | 3 | 0.0% |
| Q1 2022 | 23 | $29.9M | 458,885 | 4 | 6 | 5 | 0.0% |
| Q4 2021 | 21 | $37.9M | 535,616 | 1 | 9 | 4 | 0.0% |
| Q3 2021 | 22 | $33.5M | 446,286 | 1 | 5 | 6 | 0.0% |
| Q2 2021 | 22 | $27.4M | 380,896 | 2 | 8 | 4 | 0.0% |
| Q1 2021 | 23 | $25.1M | 341,609 | 4 | 3 | 10 | 0.0% |
| Q4 2020 | 20 | $33.3M | 460,300 | 0 | 6 | 6 | 0.0% |
| Q3 2020 | 22 | $31.1M | 485,486 | 0 | 1 | 6 | 0.0% |
| Q2 2020 | 23 | $38.6M | 649,581 | 1 | 7 | 5 | 0.0% |
| Q1 2020 | 24 | $27.7M | 522,478 | 2 | 5 | 6 | 0.0% |
| Q4 2019 | 26 | $44.1M | 691,022 | 2 | 7 | 8 | 0.0% |
| Q3 2019 | 29 | $62.4M | 791,248 | 4 | 3 | 7 | 0.0% |
| Q2 2019 | 26 | $134.1M | 1,342,262 | 3 | 6 | 7 | 0.0% |
| Q1 2019 | 25 | $50.9M | 862,199 | 3 | 4 | 7 | 0.0% |
| Q4 2018 | 25 | $48.5M | 889,509 | 1 | 2 | 0 | 0.0% |