ISHARES TR (MAXJ)
Institutional ownership reported to the SEC as of Q2 2026, across 8 quarters.
46
Reporting holders
$75.3M
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 |
|---|---|---|---|---|---|
| BIP Wealth, LLC | $24.2M | 831,835 | 0.69% | 4q | -7.6%-$2.0M |
| J. L. Bainbridge & Co., Inc. | $16.1M | 552,310 | 1.27% | 8q | -38.8%-$10.2M |
| Ashton Thomas Private Wealth, LLC | $3.1M | 107,577 | 0.07% | 4q | +44.0%+$957.9K |
| Client First Capital LLC | $2.6M | 89,249 | 1.04% | 4q | -1.3%-$34.2K |
| PANORAMIC INVESTMENT ADVISORS, LLC | $2.0M | 69,150 | 0.96% | 8q | HELD |
| FC Advisory LLC | $1.8M | 63,301 | 0.49% | 5q | -1.9%-$36.5K |
| Diversify Advisory Services, LLC | $1.7M | 59,653 | 0.03% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $1.7M | 59,653 | 0.03% | new | NEW |
| HighTower Advisors, LLC | $1.6M | 56,450 | 0.00% | 8q | -4.7%-$80.6K |
| Balboa Wealth Partners | $1.6M | 53,797 | 0.21% | 8q | HELD |
| CRA Financial Services, LLC | $1.1M | 37,836 | 0.13% | 8q | -6.2%-$72.8K |
| Cetera Investment Advisers | $1.1M | 37,034 | 0.00% | 8q | +49.0%+$354.8K |
| Crewe Advisors LLC | $1.1M | 36,295 | 0.08% | 4q | HELD |
| CITADEL ADVISORS LLC | $1.0M | 34,501 | 0.00% | 7q | -1.3%-$13.1K |
| CROSSPOINT FINANCIAL, LLC | $945.4K | 32,454 | 2.16% | 7q | HELD |
| Blue Sky Capital Consultants Group, Inc. | $913.1K | 31,344 | 0.39% | 4q | +64.9%+$359.3K |
| Kestra Advisory Services, LLC | $887.0K | 30,451 | 0.00% | 8q | -10.1%-$99.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | $862.1K | 29,595 | 0.01% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $858.3K | 29,463 | 0.00% | 8q | -8.6%-$80.7K |
| Grantvest Financial Group LLC | $763.2K | 26,201 | 0.44% | 7q | -19.6%-$186.6K |
| Encompass More Asset Management | $730.2K | 25,066 | 0.11% | 4q | -16.9%-$148.9K |
| JANE STREET GROUP, LLC | $728.4K | 25,006 | 0.00% | 3q | +35.8%+$192.0K |
| Amplius Wealth Advisors, LLC | $706.4K | 24,249 | 0.05% | 7q | -7.6%-$58.3K |
| Cypress Wealth Services, LLC | $640.8K | 21,997 | 0.08% | 5q | HELD |
| MIDDLETON & CO INC/MA | $613.7K | 21,067 | 0.07% | 8q | -8.7%-$58.3K |
| OneDigital Investment Advisors LLC | $595.5K | 20,445 | 0.01% | 8q | +7.1%+$39.3K |
| ENVESTNET ASSET MANAGEMENT INC | $595.1K | 20,429 | 0.00% | 2q | +8.5%+$46.5K |
| Tradition Wealth Management, LLC | $587.1K | 20,156 | 0.04% | 8q | HELD |
| NBZ Investment Advisors LLC | $562.8K | 19,321 | 0.22% | 7q | HELD |
| LPL Financial LLC | $498.1K | 17,100 | 0.00% | 4q | +29.3%+$112.9K |
| BCGM Wealth Management, LLC | $380.0K | 13,045 | 0.08% | 8q | HELD |
| Weaver Consulting Group | $376.8K | 12,935 | 0.08% | 8q | -4.2%-$16.5K |
| Sigma Planning Corp | $299.3K | 10,275 | 0.01% | 2q | +15.1%+$39.2K |
| Proficio Capital Partners LLC | $291.2K | 9,995 | 0.01% | 6q | -3.7%-$11.2K |
| ARS Investment Partners, LLC | $290.1K | 9,960 | 0.01% | 8q | HELD |
| Ausdal Financial Partners, Inc. | $281.7K | 9,671 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $245.7K | 8,434 | 0.00% | 8q | -45.3%-$203.4K |
| ARS Wealth Advisors Group, LLC | $231.3K | 7,939 | 0.02% | 8q | HELD |
| HARBOUR INVESTMENTS, INC. | $212.0K | 7,278 | 0.00% | 4q | HELD |
| Geneos Wealth Management Inc. | $102.2K | 3,507 | 0.00% | 7q | HELD |
| Farther Finance Advisors, LLC | $84.9K | 2,914 | 0.00% | 7q | -0.9% |
| EFG International AG | $76.8K | 2,636 | 0.00% | 3q | HELD |
| Blue Trust, Inc. | $39.7K | 1,363 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $30.2K | 1,038 | 0.00% | 8q | +5090.0%+$29.7K |
| AE Wealth Management LLC | $6.0K | 206 | 0.00% | 4q | +139.5%+$3.5K |
| IFP Advisors, Inc | $3.6K | 125 | 0.00% | 5q | +150.0%+$2.2K |
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 | 46 | $75.3M | 2,584,306 | 5 | 11 | 17 | 0.0% |
| Q1 2026 | 48 | $82.9M | 2,943,502 | 4 | 8 | 18 | 0.0% |
| Q4 2025 | 47 | $88.6M | 3,141,710 | 3 | 8 | 18 | 0.0% |
| Q3 2025 | 50 | $93.2M | 3,321,761 | 17 | 8 | 13 | 0.0% |
| Q2 2025 | 36 | $72.6M | 2,640,706 | 3 | 4 | 14 | 0.0% |
| Q1 2025 | 37 | $69.9M | 2,708,747 | 4 | 10 | 11 | 0.0% |
| Q4 2024 | 37 | $77.9M | 2,980,425 | 6 | 5 | 8 | 0.0% |
| Q3 2024 | 32 | $58.4M | 2,248,251 | 31 | 0 | 0 | 0.0% |