# ISHARES TR (MXI)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MXI/

- Reporting holders: 4
- Reported value: $18.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $17.7M | 165,886 | 2.0% | 31 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $524.7K | 4,877 | 0.0% | 5 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $3.9K | 36 | 0.0% | 11 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $102 | 952 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $18.3M |
| Q2 2026 | 108 | $150.8M |
| Q1 2026 | 102 | $147.4M |
| Q4 2025 | 92 | $124.7M |
| Q3 2025 | 85 | $84.2M |
| Q2 2025 | 85 | $85.7M |
| Q1 2025 | 86 | $94.0M |
| Q4 2024 | 82 | $75.1M |
| Q3 2024 | 77 | $91.9M |
| Q2 2024 | 79 | $91.8M |
| Q1 2024 | 80 | $134.0M |
| Q4 2023 | 79 | $106.9M |