ISHARES TR (JXI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
76
Reporting holders
$92.0M
Reported value
0.8%
Held as options
+2
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $14.6M | 171,606 | 0.00% | 31q | +30.6%+$3.4M |
| MORGAN STANLEY | $13.2M | 155,230 | 0.00% | 35q | +9.9%+$1.2M |
| Federation des caisses Desjardins du Quebec | $10.9M | 128,681 | 0.03% | 37q | -7.0%-$822.5K |
| AMERIPRISE FINANCIAL INC | $3.8M | 44,733 | 0.00% | 31q | -80.2%-$15.4M |
| NTV Asset Management LLC | $3.5M | 40,845 | 0.34% | 31q | -2.4%-$86.2K |
| Cetera Investment Advisers | $3.4M | 39,776 | 0.00% | 15q | +20.5%+$574.9K |
| RAYMOND JAMES FINANCIAL INC | $3.1M | 36,814 | 0.00% | 6q | -28.6%-$1.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 34,280 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $2.7M | 32,320 | 0.00% | 4q | +42.0%+$812.3K |
| GUARDIAN CAPITAL LP | $2.2M | 26,100 | 0.05% | 6q | -0.8%-$17.0K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $2.0M | 23,331 | 0.04% | 9q | +5.8%+$108.9K |
| Kestra Advisory Services, LLC | $1.9M | 22,666 | 0.01% | 11q | -56.1%-$2.5M |
| UBS Group AG | $1.8M | 21,579 | 0.00% | 31q | +7.0%+$120.4K |
| Solstein Capital, LLC | $1.8M | 21,341 | 0.62% | 2q | +4539.3%+$1.8M |
| BANK OF AMERICA CORP /DE/ | $1.7M | 20,276 | 0.00% | 31q | +7.1%+$113.8K |
| ROYAL BANK OF CANADA | $1.7M | 19,702 | 0.00% | 31q | +20.8%+$288.8K |
| WELLS FARGO & COMPANY/MN | $1.4M | 16,720 | 0.00% | 31q | -58.1%-$2.0M |
| BARINGS LLC | $1.3M | 15,422 | 0.02% | 4q | -85.0%-$7.4M |
| Cumberland Partners Ltd | $1.3M | 14,838 | 0.08% | 2q | +1.5%+$19.1K |
| Private Advisor Group, LLC | $1.2M | 13,898 | 0.01% | 5q | +7.5%+$82.2K |
| J. Safra Sarasin Holding AG | $1.1M | 12,631 | 0.02% | 3q | HELD |
| OSAIC HOLDINGS, INC. | $1.1M | 12,358 | 0.00% | 26q | +9.8%+$94.1K |
| Nova Wealth Management, Inc. | $980.5K | 11,539 | 0.54% | 7q | +40.5%+$282.7K |
| JONES FINANCIAL COMPANIES LLLP | $929.4K | 10,868 | 0.00% | 9q | +54.7%+$328.6K |
| Equitable Holdings, Inc. | $805.4K | 9,479 | 0.00% | 5q | -1.3%-$10.5K |
| ENVESTNET ASSET MANAGEMENT INC | $793.5K | 9,339 | 0.00% | 31q | +20.6%+$135.8K |
| LOM Asset Management Ltd | $759.3K | 8,936 | 0.20% | 5q | +5.9%+$42.3K |
| Steward Partners Investment Advisory, LLC | $712.7K | 8,388 | 0.00% | 4q | +4.5%+$30.8K |
| Nautilus Advisors LLC | $628.4K | 7,408 | 0.37% | new | NEW |
| Eagle Strategies LLC | $464.7K | 5,469 | 0.05% | 4q | +1.8%+$8.4K |
| GLOBALT Investments LLC / GA | $462.1K | 5,438 | 0.02% | 11q | -4.9%-$24.0K |
| J.W. COLE ADVISORS, INC. | $454.7K | 5,351 | 0.01% | new | NEW |
| Gladstone Institutional Advisory LLC | $406.2K | 4,781 | 0.01% | 2q | +84.0%+$185.4K |
| Sava Infond d.o.o. | $390.9K | 4,600 | 0.03% | 3q | HELD |
| CITADEL ADVISORS LLC | $373.9K | options only | 0.00% | 3q | OPTIONS |
| Beacon Pointe Advisors, LLC | $371.6K | 4,373 | 0.00% | 3q | -44.8%-$302.2K |
| Sightline Wealth Advisors, LLC | $345.2K | 4,062 | 0.13% | 3q | +0.6%+$2.0K |
| Belvedere Trading LLC | $331.4K | options only | 0.00% | 2q | OPTIONS |
| Advisory Services Network, LLC | $319.0K | 3,755 | 0.00% | 30q | -5.2%-$17.7K |
| Creative Planning | $318.8K | 3,751 | 0.00% | 6q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $316.0K | 3,719 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $301.7K | 3,551 | 0.00% | 20q | -1.9%-$5.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $244.8K | 2,881 | 0.00% | 31q | -61.8%-$395.6K |
| SIMPLEX TRADING, LLC | $231.1K | 2,720 | 0.00% | 2q | +33900.0%+$230.4K |
| HighTower Advisors, LLC | $230.0K | 2,707 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $220.9K | 2,600 | 0.00% | 4q | HELD |
| SBI Securities Co., Ltd. | $217.9K | 2,564 | 0.00% | 7q | +8.3%+$16.7K |
| Milestone Asset Management Group, LLC | $208.1K | 2,449 | 0.10% | 4q | HELD |
| Strategic Investment Solutions, Inc. /IL | $201.2K | 2,367 | 0.05% | 13q | HELD |
| Rockefeller Capital Management L.P. | $152.7K | 1,797 | 0.00% | 4q | HELD |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | $136.0K | 1,600 | 0.01% | 2q | HELD |
| Integrated Wealth Concepts LLC | $124.7K | 1,468 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $115.4K | 1,360 | 0.00% | 19q | +348.8%+$89.7K |
| FMR LLC | $107.7K | 1,268 | 0.00% | 31q | +3.3%+$3.4K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $93.4K | 1,099 | 0.00% | 31q | -21.7%-$25.9K |
| Bangor Savings Bank | $76.5K | 900 | 0.01% | 17q | HELD |
| Allworth Financial LP | $73.7K | 867 | 0.00% | 6q | HELD |
| NFSG Corp | $63.7K | 750 | 0.01% | 7q | HELD |
| Glen Eagle Advisors, LLC | $53.4K | 629 | 0.01% | 39q | HELD |
| TD Waterhouse Canada Inc. | $47.4K | 567 | 0.00% | 15q | HELD |
| MATHER GROUP, LLC. | $41.8K | 492 | 0.00% | 2q | -90.3%-$391.4K |
| NewEdge Advisors, LLC | $38.4K | 452 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $33.0K | 389 | 0.00% | 3q | +1.0% |
| JPMORGAN CHASE & CO | $30.7K | 358 | 0.00% | 3q | +33.6%+$7.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $26.3K | 310 | 0.00% | 6q | -79.1%-$99.6K |
| FIFTH THIRD BANCORP | $23.9K | 281 | 0.00% | 31q | -71.3%-$59.3K |
| Front Row Advisors LLC | $21.2K | 257 | 0.01% | 31q | HELD |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $20.4K | 240 | 0.01% | 3q | HELD |
| IFG Advisory, LLC | $18.8K | 221 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $15.0K | 176 | 0.00% | 2q | HELD |
| SouthState Bank Corp | $13.6K | 160 | 0.00% | new | NEW |
| AE Wealth Management LLC | $9.7K | 114 | 0.00% | 3q | -75.7%-$30.2K |
| Farther Finance Advisors, LLC | $9.3K | 110 | 0.00% | 3q | HELD |
| HRT FINANCIAL LP | $2.9K | 33,568 | 0.01% | new | NEW |
| FLOW TRADERS U.S. LLC | $2.6K | 30,309 | 0.11% | 2q | +157.4%+$1.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.5K | 30 | 0.00% | new | NEW |
| Mondrian Investment Partners LTD | $1.7K | 20 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $1.1K | 12,609 | 0.00% | 5q | +15.4% |
| Cambridge Investment Research Advisors, Inc. | $940 | 11,066 | 0.00% | 5q | +90.1% |
| LAZARD ASSET MANAGEMENT LLC | $546 | 6 | 0.00% | new | NEW |
| BESSEMER GROUP INC | $216 | 2,542 | 0.00% | 27q | HELD |
| CX Institutional | $27 | 317 | 0.00% | 6q | -13.4% |
| Capital Analysts, LLC | $19 | 220 | 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 | 76 | $92.0M | 1,074,163 | 12 | 26 | 19 | 0.8% |
| Q1 2026 | 74 | $124.8M | 1,439,236 | 12 | 28 | 14 | 0.5% |
| Q4 2025 | 69 | $77.1M | 980,671 | 15 | 19 | 16 | 0.0% |
| Q3 2025 | 56 | $60.6M | 780,535 | 8 | 16 | 19 | 0.0% |
| Q2 2025 | 53 | $51.8M | 701,471 | 5 | 20 | 12 | 0.0% |
| Q1 2025 | 51 | $42.3M | 612,638 | 8 | 7 | 21 | 0.0% |
| Q4 2024 | 48 | $43.1M | 672,362 | 3 | 12 | 16 | 0.0% |
| Q3 2024 | 49 | $33.7M | 477,791 | 5 | 11 | 11 | 0.0% |
| Q2 2024 | 51 | $31.7M | 573,335 | 6 | 13 | 12 | 0.0% |
| Q1 2024 | 48 | $42.3M | 717,013 | 2 | 9 | 15 | 0.0% |
| Q4 2023 | 53 | $32.2M | 551,009 | 2 | 7 | 21 | 0.0% |
| Q3 2023 | 56 | $44.2M | 805,693 | 5 | 12 | 14 | 0.0% |
| Q2 2023 | 54 | $33.6M | 562,275 | 5 | 10 | 14 | 0.0% |
| Q1 2023 | 53 | $31.0M | 512,512 | 2 | 11 | 16 | 0.0% |
| Q4 2022 | 54 | $39.4M | 655,380 | 7 | 9 | 15 | 0.0% |
| Q3 2022 | 63 | $59.1M | 1,079,732 | 3 | 15 | 15 | 0.0% |
| Q2 2022 | 69 | $82.6M | 1,373,669 | 10 | 20 | 14 | 0.0% |
| Q1 2022 | 62 | $69.7M | 1,059,607 | 6 | 16 | 13 | 0.0% |
| Q4 2021 | 60 | $56.0M | 870,509 | 8 | 17 | 13 | 0.0% |
| Q3 2021 | 60 | $39.4M | 668,872 | 6 | 15 | 8 | 0.0% |
| Q2 2021 | 62 | $37.0M | 622,133 | 5 | 19 | 10 | 0.0% |
| Q1 2021 | 58 | $44.0M | 726,926 | 1 | 14 | 14 | 0.0% |
| Q4 2020 | 61 | $44.4M | 739,252 | 7 | 14 | 14 | 0.0% |
| Q3 2020 | 58 | $36.2M | 645,202 | 5 | 8 | 18 | 0.0% |
| Q2 2020 | 61 | $34.6M | 649,496 | 9 | 11 | 22 | 0.0% |
| Q1 2020 | 62 | $45.7M | 902,611 | 1 | 10 | 28 | 0.0% |
| Q4 2019 | 71 | $68.6M | 1,168,354 | 7 | 24 | 20 | 0.0% |
| Q3 2019 | 70 | $201.6M | 3,456,266 | 8 | 15 | 24 | 0.0% |
| Q2 2019 | 66 | $71.7M | 1,313,614 | 3 | 18 | 26 | 0.0% |
| Q1 2019 | 72 | $76.7M | 1,418,517 | 11 | 14 | 25 | 0.0% |
| Q4 2018 | 70 | $70.3M | 1,431,685 | 2 | 0 | 3 | 0.0% |