ISHARES TR (KXI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
119
Reporting holders
$720.0M
Reported value
0.0%
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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | $490.4M | 7,262,318 | 0.15% | 31q | +8.7%+$39.4M |
| BlackRock, Inc. | $97.6M | 1,445,672 | 0.00% | 8q | -3.5%-$3.5M |
| MORGAN STANLEY | $23.0M | 340,051 | 0.00% | 35q | +4.0%+$885.7K |
| Morningstar Investment Management LLC | $17.5M | 260,487 | 1.08% | 5q | HELD |
| LPL Financial LLC | $6.9M | 102,663 | 0.00% | 31q | +20.5%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $6.5M | 96,787 | 0.00% | 31q | -2.3%-$152.1K |
| UBS Group AG | $6.3M | 92,761 | 0.00% | 31q | +5.5%+$326.0K |
| Banco Santander, S.A. | $5.8M | 86,518 | 0.04% | 2q | +11.3%+$594.4K |
| RAYMOND JAMES FINANCIAL INC | $4.8M | 70,737 | 0.00% | 7q | +4.3%+$198.1K |
| ICICI Prudential Asset Management Co Ltd | $4.4M | 64,610 | 0.48% | 13q | HELD |
| Creative Planning | $3.8M | 56,554 | 0.00% | 25q | -2.5%-$99.5K |
| NORTHLAND SECURITIES, INC. | $3.6M | 54,033 | 2.13% | 3q | +10.9%+$358.1K |
| WELLS FARGO & COMPANY/MN | $3.4M | 49,691 | 0.00% | 31q | -49.0%-$3.2M |
| Federation des caisses Desjardins du Quebec | $3.2M | 47,531 | 0.01% | 37q | -53.9%-$3.8M |
| STIFEL FINANCIAL CORP | $3.1M | 46,612 | 0.00% | 6q | +33.5%+$789.5K |
| GTS SECURITIES LLC | $2.8M | 42,147 | 0.06% | 3q | +665.5%+$2.5M |
| ROYAL BANK OF CANADA | $2.2M | 31,923 | 0.00% | 31q | -2.5%-$55.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 30,274 | 0.00% | 31q | -6.4%-$139.0K |
| Northstar Financial Companies, Inc. | $1.8M | 26,415 | 1.20% | 3q | +12.7%+$201.4K |
| NATIONAL BANK OF CANADA /FI/ | $1.8M | 26,231 | 0.00% | 19q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 19,728 | 0.00% | 31q | -45.4%-$1.1M |
| TRUIST FINANCIAL CORP | $1.2M | 18,365 | 0.00% | 27q | -47.3%-$1.1M |
| Y.D. More Investments Ltd | $1.2M | 17,500 | 0.04% | 2q | HELD |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $1.2M | 17,098 | 0.07% | 30q | +11.2%+$116.6K |
| HighTower Advisors, LLC | $1.1M | 16,075 | 0.00% | 11q | +4.2%+$44.0K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $953.0K | 14,112 | 0.02% | 9q | -12.1%-$130.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $892.7K | 13,218 | 0.00% | 2q | +16.7%+$127.6K |
| Beacon Pointe Advisors, LLC | $888.3K | 13,154 | 0.00% | new | NEW |
| McKinley Carter Wealth Services, Inc. | $877.8K | 12,998 | 0.05% | 22q | -6.2%-$57.7K |
| OSAIC HOLDINGS, INC. | $845.4K | 12,516 | 0.00% | 26q | +7.5%+$59.0K |
| Gladstone Institutional Advisory LLC | $782.3K | 11,584 | 0.02% | 19q | +6.8%+$49.8K |
| JONES FINANCIAL COMPANIES LLLP | $727.2K | 10,592 | 0.00% | 9q | +19.7%+$119.5K |
| WealthBridge Capital Management, LLC | $712.4K | 10,550 | 0.14% | 31q | +2.9%+$20.3K |
| JANE STREET GROUP, LLC | $707.6K | 10,479 | 0.00% | 2q | -45.2%-$584.0K |
| Equitable Holdings, Inc. | $703.0K | 10,411 | 0.00% | 27q | +3.2%+$21.6K |
| FMR LLC | $681.9K | 10,098 | 0.00% | 31q | +11.6%+$70.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $680.7K | 10,080 | 0.00% | new | NEW |
| Financial Perspectives, Inc | $595.8K | 8,822 | 0.15% | 2q | +56.6%+$215.4K |
| Cetera Investment Advisers | $581.4K | 8,610 | 0.00% | 21q | +9.3%+$49.5K |
| Fortis Advisors, LLC | $575.1K | 8,516 | 0.27% | 2q | +1.2%+$7.0K |
| Main Street Financial Solutions, LLC | $490.6K | 7,264 | 0.03% | 2q | +28.5%+$108.7K |
| Focus Financial Network, Inc. | $450.9K | 6,676 | 0.01% | 17q | +1.2%+$5.3K |
| SOA Wealth Advisors, LLC. | $423.4K | 6,270 | 0.07% | 23q | -14.7%-$72.7K |
| LOM Asset Management Ltd | $405.2K | 6,000 | 0.10% | 5q | HELD |
| SBI Securities Co., Ltd. | $369.7K | 5,475 | 0.01% | 7q | -4.6%-$17.8K |
| Financial & Tax Architects, LLC | $364.7K | 5,400 | 0.08% | new | NEW |
| BARCLAYS PLC | $351.2K | 5,200 | 0.00% | 23q | HELD |
| D. E. Shaw & Co., Inc. | $346.4K | 5,130 | 0.00% | 3q | +4.0%+$13.2K |
| Focus Partners Wealth | $341.6K | 5,059 | 0.00% | 8q | +1.6%+$5.4K |
| Private Advisor Group, LLC | $341.2K | 5,052 | 0.00% | 14q | +0.9%+$3.2K |
| AMERIPRISE FINANCIAL INC | $330.5K | 4,895 | 0.00% | 31q | -48.3%-$309.3K |
| Affiance Financial, LLC | $324.1K | 4,800 | 0.05% | 31q | HELD |
| Glassman Wealth Services | $317.4K | 4,700 | 0.04% | 19q | HELD |
| Rockefeller Capital Management L.P. | $312.2K | 4,623 | 0.00% | 4q | -2.8%-$9.0K |
| BNP PARIBAS FINANCIAL MARKETS | $299.5K | 4,435 | 0.00% | 14q | HELD |
| MML INVESTORS SERVICES, LLC | $299.2K | 4,430 | 0.00% | 26q | +2.7%+$7.8K |
| BLUEDOOR PRIVATE WEALTH, LLC | $288.7K | 4,275 | 0.12% | 3q | HELD |
| KCM INVESTMENT ADVISORS LLC | $288.1K | 4,266 | 0.01% | 5q | HELD |
| NTV Asset Management LLC | $287.0K | 4,250 | 0.03% | 2q | HELD |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $281.2K | 4,164 | 0.01% | 6q | +12.1%+$30.3K |
| M&T Bank Corp | $274.2K | 4,060 | 0.00% | 18q | HELD |
| Ellis Investment Partners, LLC | $271.6K | 4,022 | 0.04% | 31q | +1.0%+$2.6K |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $270.1K | 4,000 | 0.16% | 15q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $247.4K | 3,633 | 0.00% | 6q | +4.2%+$9.9K |
| CENTRAL VALLEY ADVISORS, LLC | $246.8K | 3,654 | 0.06% | 6q | HELD |
| JPMORGAN CHASE & CO | $239.8K | 3,496 | 0.00% | 26q | +12.8%+$27.2K |
| Stonehage Fleming Financial Services Holdings Ltd | $227.4K | 3,368 | 0.01% | 9q | HELD |
| Intelligent Financial Strategies | $222.3K | 3,292 | 0.11% | 19q | -5.4%-$12.8K |
| MAI Capital Management | $210.9K | 3,123 | 0.00% | 8q | -10.6%-$25.0K |
| Slow Capital, Inc. | $206.4K | 3,056 | 0.02% | 31q | +1.4%+$2.9K |
| Curi Capital, LLC | $204.8K | 3,032 | 0.00% | 2q | HELD |
| Opus Financial Solutions LLC | $203.5K | 3,014 | 0.16% | 2q | HELD |
| WETZEL INVESTMENT ADVISORS, INC. | $200.4K | 2,968 | 0.07% | new | NEW |
| Geneos Wealth Management Inc. | $179.9K | 2,664 | 0.00% | 42q | HELD |
| Steward Partners Investment Advisory, LLC | $178.1K | 2,637 | 0.00% | 29q | -18.3%-$40.0K |
| IFP Advisors, Inc | $156.2K | 2,313 | 0.00% | 39q | HELD |
| FIFTH THIRD BANCORP | $147.7K | 2,187 | 0.00% | 31q | HELD |
| Manchester Capital Management LLC | $145.2K | 2,150 | 0.02% | 31q | HELD |
| Front Row Advisors LLC | $117.4K | 1,704 | 0.03% | 31q | -10.0%-$13.1K |
| EP Wealth Advisors, LLC | $115.3K | 1,708 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $108.3K | 1,605 | 0.00% | 5q | -27.2%-$40.5K |
| AE Wealth Management LLC | $72.9K | 1,079 | 0.00% | 7q | -20.7%-$19.0K |
| Allworth Financial LP | $69.2K | 1,025 | 0.00% | 20q | +9.4%+$5.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $58.8K | 870 | 0.00% | 25q | -10.5%-$6.9K |
| Caitlin John, LLC | $56.2K | 832 | 0.03% | 4q | HELD |
| BANK OF MONTREAL /CAN/ | $54.0K | 800 | 0.00% | 31q | HELD |
| Triumph Capital Management | $52.7K | 780 | 0.01% | 3q | +5.7%+$2.8K |
| Aptus Capital Advisors, LLC | $44.8K | 664 | 0.00% | 12q | HELD |
| Parallel Advisors, LLC | $35.7K | 529 | 0.00% | 6q | -2.9%-$1.1K |
| OAKWORTH CAPITAL, INC. | $27.0K | 400 | 0.00% | 24q | HELD |
| Archer Investment Corp | $27.0K | 400 | 0.00% | 13q | +102.0%+$13.6K |
| Global Retirement Partners, LLC | $20.3K | 300 | 0.00% | new | NEW |
| Cornerstone Planning Group LLC | $19.6K | 287 | 0.00% | 12q | +1.1% |
| Glen Eagle Advisors, LLC | $18.9K | 280 | 0.00% | 39q | HELD |
| Farther Finance Advisors, LLC | $16.1K | 239 | 0.00% | 2q | +939.1%+$14.6K |
| PNC Financial Services Group, Inc. | $15.7K | 232 | 0.00% | 31q | -44.0%-$12.3K |
| LANARK FINANCIAL, INC. | $13.5K | 200 | 0.00% | 6q | HELD |
| Buck Wealth Strategies, LLC | $13.5K | 200 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $12.7K | 188 | 0.00% | 21q | +1.1% |
| IFG Advisory, LLC | $12.5K | 185 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-28 | 13G/A | BlackRock, Inc. | 9.2% |
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 | 119 | $720.0M | 10,663,575 | 12 | 40 | 27 | 0.0% |
| Q1 2026 | 121 | $686.4M | 10,243,862 | 20 | 29 | 29 | 0.0% |
| Q4 2025 | 118 | $589.9M | 9,124,481 | 16 | 24 | 31 | 0.0% |
| Q3 2025 | 123 | $557.8M | 8,665,903 | 10 | 32 | 27 | 0.0% |
| Q2 2025 | 123 | $538.6M | 8,237,957 | 24 | 35 | 21 | 0.0% |
| Q1 2025 | 113 | $424.2M | 6,623,466 | 19 | 18 | 32 | 0.0% |
| Q4 2024 | 108 | $388.5M | 6,443,616 | 12 | 26 | 31 | 0.0% |
| Q3 2024 | 103 | $404.4M | 6,151,685 | 8 | 18 | 35 | 0.0% |
| Q2 2024 | 120 | $528.5M | 8,789,660 | 15 | 22 | 39 | 0.0% |
| Q1 2024 | 122 | $580.5M | 9,488,545 | 8 | 22 | 42 | 0.0% |
| Q4 2023 | 129 | $527.8M | 8,899,921 | 14 | 27 | 44 | 0.0% |
| Q3 2023 | 124 | $600.5M | 9,105,284 | 11 | 17 | 48 | 0.0% |
| Q2 2023 | 130 | $1.1B | 18,236,812 | 19 | 42 | 28 | 0.0% |
| Q1 2023 | 126 | $1.0B | 16,934,872 | 14 | 28 | 31 | 0.0% |
| Q4 2022 | 126 | $1.0B | 16,919,703 | 21 | 39 | 25 | 0.0% |
| Q3 2022 | 139 | $759.2M | 14,178,292 | 12 | 35 | 36 | 0.0% |
| Q2 2022 | 144 | $729.4M | 12,639,442 | 12 | 48 | 41 | 0.0% |
| Q1 2022 | 141 | $664.7M | 11,467,202 | 14 | 40 | 43 | 0.0% |
| Q4 2021 | 147 | $694.0M | 10,759,212 | 27 | 43 | 29 | 0.0% |
| Q3 2021 | 113 | $301.5M | 5,053,079 | 11 | 28 | 29 | 0.0% |
| Q2 2021 | 113 | $225.1M | 3,707,569 | 7 | 36 | 32 | 0.0% |
| Q1 2021 | 118 | $226.6M | 3,960,188 | 13 | 22 | 37 | 0.0% |
| Q4 2020 | 121 | $304.4M | 5,222,911 | 11 | 40 | 22 | 0.0% |
| Q3 2020 | 114 | $288.2M | 5,202,456 | 8 | 29 | 37 | 0.0% |
| Q2 2020 | 117 | $253.8M | 4,908,756 | 14 | 28 | 40 | 0.0% |
| Q1 2020 | 115 | $346.4M | 7,244,850 | 15 | 23 | 41 | 0.0% |
| Q4 2019 | 116 | $451.2M | 8,152,556 | 13 | 31 | 27 | 0.0% |
| Q3 2019 | 113 | $476.4M | 8,694,281 | 20 | 26 | 26 | 0.0% |
| Q2 2019 | 102 | $442.2M | 8,404,966 | 12 | 27 | 26 | 0.0% |
| Q1 2019 | 100 | $403.2M | 7,802,518 | 14 | 20 | 36 | 0.0% |
| Q4 2018 | 102 | $279.9M | 6,088,739 | 4 | 3 | 1 | 0.0% |