ISHARES TR (MXI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
98
Reporting holders
$147.4M
Reported value
0.2%
Held as options
+7
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 |
|---|---|---|---|---|---|
| Pathway Financial Advisors LLC | $20.0M | 185,828 | 2.34% | 30q | HELD |
| Pictet Asset Management Holding SA | $19.9M | 188,700 | 0.02% | new | NEW |
| MORGAN STANLEY | $15.5M | 146,880 | 0.00% | 35q | +1.3%+$193.9K |
| HighTower Advisors, LLC | $10.6M | 99,930 | 0.01% | 17q | -6.2%-$701.1K |
| BANK OF AMERICA CORP /DE/ | $9.1M | 85,698 | 0.00% | 31q | -27.0%-$3.4M |
| LPL Financial LLC | $6.8M | 64,036 | 0.00% | 31q | -32.9%-$3.3M |
| WELLS FARGO & COMPANY/MN | $6.7M | 63,551 | 0.00% | 31q | -50.0%-$6.7M |
| Banco Santander, S.A. | $4.9M | 46,430 | 0.03% | 2q | +31.9%+$1.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 40,768 | 0.00% | 24q | +378.8%+$3.4M |
| PALLADIEM, LLC | $3.9M | 37,305 | 3.83% | 3q | +65.5%+$1.6M |
| Wealth Advisors of Tampa Bay, LLC | $2.9M | 26,980 | 0.87% | 24q | +8.8%+$231.5K |
| UBS Group AG | $2.6M | 24,962 | 0.00% | 31q | +10.7%+$255.8K |
| Financial Management Professionals, Inc. | $2.4M | 22,615 | 0.23% | 2q | +12.9%+$273.2K |
| OVERSEA-CHINESE BANKING Corp Ltd | $2.3M | 21,935 | 0.05% | 15q | -38.3%-$1.4M |
| Federation des caisses Desjardins du Quebec | $1.9M | 18,352 | 0.01% | 2q | -6.7%-$139.0K |
| NATIONAL BANK OF CANADA /FI/ | $1.8M | 17,376 | 0.00% | 19q | +373.7%+$1.5M |
| UMB Bank, n.a. | $1.7M | 15,787 | 0.02% | 3q | HELD |
| Private Advisor Group, LLC | $1.5M | 14,593 | 0.01% | 6q | +16.4%+$217.3K |
| J. Safra Sarasin Holding AG | $1.5M | 14,252 | 0.02% | 3q | HELD |
| Equitable Holdings, Inc. | $1.5M | 14,082 | 0.01% | 10q | HELD |
| JANE STREET GROUP, LLC | $1.3M | 12,576 | 0.00% | 2q | -73.8%-$3.7M |
| Stratos Wealth Partners, LTD. | $1.3M | 12,219 | 0.01% | 3q | -61.0%-$2.0M |
| AMERIPRISE FINANCIAL INC | $1.2M | 11,601 | 0.00% | 7q | -18.8%-$284.8K |
| Sava Infond d.o.o. | $1.2M | 11,500 | 0.09% | 7q | -13.5%-$190.5K |
| Solstein Capital, LLC | $966.6K | 9,133 | 0.33% | new | NEW |
| ROYAL BANK OF CANADA | $929.0K | 8,774 | 0.00% | 31q | +16.4%+$131.1K |
| JONES FINANCIAL COMPANIES LLLP | $793.5K | 7,466 | 0.00% | 10q | +75.8%+$342.0K |
| Clearstead Advisors, LLC | $773.9K | 7,312 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $731.5K | 6,897 | 0.00% | 26q | -13.0%-$109.8K |
| MACKENZIE FINANCIAL CORP | $725.5K | 6,855 | 0.00% | 3q | +44.6%+$223.9K |
| Perigon Wealth Management, LLC | $706.8K | 6,678 | 0.01% | 23q | +1.3%+$9.3K |
| Climber Capital SA | $655.2K | 6,203 | 0.40% | 5q | +2.6%+$16.4K |
| Cetera Investment Advisers | $653.0K | 6,169 | 0.00% | 2q | +11.6%+$68.1K |
| Ameritas Advisory Services, LLC | $637.6K | 6,024 | 0.01% | 12q | +14.2%+$79.1K |
| Verity Asset Management, Inc. | $609.7K | 5,761 | 0.23% | 2q | +35.6%+$160.2K |
| ENVESTNET ASSET MANAGEMENT INC | $605.7K | 5,722 | 0.00% | 2q | +18.3%+$93.9K |
| RAYMOND JAMES FINANCIAL INC | $540.2K | 5,104 | 0.00% | 7q | +17.0%+$78.6K |
| Vontobel Holding Ltd. | $529.2K | 5,000 | 0.00% | 2q | HELD |
| Fisher Asset Management, LLC | $507.1K | 4,791 | 0.00% | 24q | -3.4%-$18.0K |
| Mutual Advisors, LLC | $494.8K | 4,675 | 0.01% | 5q | -58.8%-$704.8K |
| PW Nova Financial Services LLC | $491.4K | 4,643 | 0.11% | 3q | +61.5%+$187.1K |
| BFI Infinity Ltd. | $491.2K | 4,641 | 0.15% | 2q | -50.0%-$491.2K |
| Waverly Advisors, LLC | $484.9K | 4,582 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $464.9K | 4,393 | 0.00% | 4q | +6.2%+$27.0K |
| Gladstone Institutional Advisory LLC | $451.5K | 4,265 | 0.01% | 12q | +6.7%+$28.2K |
| CITADEL ADVISORS LLC | $447.4K | 4,227 | 0.00% | 6q | -0.6%-$2.5K |
| VIAWEALTH, LLC | $402.9K | 3,807 | 0.20% | 10q | +3.8%+$14.6K |
| Prime Capital Investment Advisors, LLC | $400.3K | 3,783 | 0.00% | 13q | HELD |
| NewEdge Wealth, LLC | $392.3K | 3,707 | 0.00% | 11q | -9.1%-$39.5K |
| Creative Planning | $390.0K | 3,685 | 0.00% | 21q | -21.5%-$106.6K |
| Comprehensive Money Management Services LLC | $378.1K | 3,572 | 0.24% | 7q | HELD |
| Mariner, LLC | $368.7K | 3,484 | 0.00% | 16q | +9.9%+$33.2K |
| Belvedere Trading LLC | $366.2K | 360 | 0.00% | new | NEW |
| First Bancorp, Inc /ME/ | $365.1K | 3,450 | 0.14% | 21q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $324.3K | 3,064 | 0.00% | 11q | -86.9%-$2.2M |
| Wealthspire Advisors, LLC | $311.4K | 2,942 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $268.9K | 2,541 | 0.00% | 25q | +12.3%+$29.5K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $243.4K | 2,300 | 0.01% | 4q | HELD |
| Allworth Financial LP | $229.7K | 2,170 | 0.00% | 7q | -3.3%-$7.8K |
| NORTHERN TRUST CORP | $229.5K | 2,168 | 0.00% | 3q | HELD |
| GTS SECURITIES LLC | $206.6K | 1,952 | 0.00% | 2q | -76.7%-$680.1K |
| FIFTH THIRD BANCORP | $198.1K | 1,872 | 0.00% | 31q | -1.1%-$2.1K |
| Rockefeller Capital Management L.P. | $187.4K | 1,770 | 0.00% | 4q | +0.7%+$1.4K |
| YANKCOM Partnership | $168.2K | 1,589 | 0.06% | 7q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $149.3K | 1,411 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $117.1K | 1,107 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $100.1K | 946 | 0.01% | 16q | HELD |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $96.7K | 911 | 0.00% | new | NEW |
| Founders Financial Alliance, LLC | $85.7K | 810 | 0.01% | 24q | +1.0% |
| FMR LLC | $73.6K | 696 | 0.00% | 22q | -1.7%-$1.3K |
| Advisors Preferred, LLC | $73.5K | 682 | 0.01% | new | NEW |
| Arax Advisory Partners | $71.4K | 675 | 0.00% | 3q | +350.0%+$55.6K |
| Steward Partners Investment Advisory, LLC | $54.0K | 510 | 0.00% | 18q | -48.2%-$50.3K |
| TRUST CO OF VERMONT | $39.8K | 376 | 0.00% | 12q | HELD |
| US BANCORP \DE\ | $34.9K | 330 | 0.00% | 12q | -20.1%-$8.8K |
| Front Row Advisors LLC | $34.8K | 308 | 0.01% | 31q | HELD |
| SYM FINANCIAL Corp | $31.8K | 301 | 0.00% | 9q | +1.0% |
| LRI Investments, LLC | $31.8K | 300 | 0.00% | new | NEW |
| AE Wealth Management LLC | $31.6K | 299 | 0.00% | 7q | -10.5%-$3.7K |
| SBI Securities Co., Ltd. | $30.4K | 287 | 0.00% | 7q | -8.0%-$2.6K |
| Lodestone Wealth Management LLC | $28.3K | 267 | 0.01% | 3q | HELD |
| Cranbrook Wealth Management, LLC | $21.0K | 198 | 0.00% | 31q | HELD |
| EPG Wealth Management LLC | $19.1K | 181 | 0.00% | 16q | +1.1% |
| IFP Advisors, Inc | $11.0K | 104 | 0.00% | 7q | HELD |
| Buck Wealth Strategies, LLC | $10.6K | 100 | 0.00% | new | NEW |
| Vision Retirement, LLC | $6.9K | 65 | 0.00% | 3q | HELD |
| Geneos Wealth Management Inc. | $6.3K | 60 | 0.00% | 19q | HELD |
| NewEdge Advisors, LLC | $5.3K | 50 | 0.00% | new | NEW |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $4.9K | 46 | 0.00% | 7q | HELD |
| Westside Investment Management, Inc. | $4.8K | 45 | 0.00% | 2q | HELD |
| Central Pacific Bank - Trust Division | $3.8K | 36 | 0.00% | 10q | HELD |
| PNC Financial Services Group, Inc. | $2.8K | 26 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $2.6K | 25 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $2.6K | 25 | 0.00% | 2q | HELD |
| JPMORGAN CHASE & CO | $2.3K | 22 | 0.00% | 4q | HELD |
| Blue Trust, Inc. | $1.7K | 16 | 0.00% | 11q | HELD |
| Qube Research & Technologies Ltd | $847 | 8 | 0.00% | 11q | -86.9%-$5.6K |
| Janney Montgomery Scott LLC | $690 | 6,518 | 0.00% | 11q | -1.2% |
| Investor's Fiduciary Advisor Network, LLC | $410 | 3,883 | 0.14% | 7q | -4.9% |
| BESSEMER GROUP INC | $321 | 3,030 | 0.00% | 17q | HELD |
Showing the largest 100 of 107 reported holders.
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 | 98 | $147.4M | 1,386,711 | 15 | 30 | 28 | 0.2% |
| Q1 2026 | 91 | $141.7M | 1,324,140 | 15 | 27 | 17 | 0.6% |
| Q4 2025 | 83 | $122.8M | 1,516,952 | 12 | 29 | 19 | 1.0% |
| Q3 2025 | 75 | $80.1M | 858,657 | 7 | 16 | 26 | 0.9% |
| Q2 2025 | 76 | $82.2M | 960,804 | 3 | 24 | 21 | 0.0% |
| Q1 2025 | 77 | $89.6M | 1,092,185 | 6 | 16 | 18 | 0.4% |
| Q4 2024 | 74 | $73.0M | 935,561 | 8 | 17 | 23 | 0.4% |
| Q3 2024 | 71 | $90.6M | 967,080 | 6 | 21 | 16 | 0.6% |
| Q2 2024 | 73 | $90.4M | 1,063,445 | 8 | 20 | 23 | 0.0% |
| Q1 2024 | 75 | $133.0M | 1,479,580 | 8 | 13 | 27 | 0.3% |
| Q4 2023 | 69 | $105.0M | 1,225,819 | 7 | 20 | 21 | 0.0% |
| Q3 2023 | 70 | $86.8M | 1,105,315 | 6 | 15 | 20 | 0.0% |
| Q2 2023 | 72 | $95.0M | 1,160,811 | 6 | 14 | 28 | 0.0% |
| Q1 2023 | 77 | $137.2M | 1,639,992 | 14 | 16 | 24 | 0.0% |
| Q4 2022 | 73 | $89.0M | 1,126,572 | 14 | 12 | 21 | 0.3% |
| Q3 2022 | 84 | $109.9M | 1,612,813 | 7 | 20 | 31 | 0.4% |
| Q2 2022 | 105 | $257.8M | 3,453,858 | 16 | 24 | 35 | 1.0% |
| Q1 2022 | 112 | $435.6M | 4,628,666 | 15 | 40 | 28 | 0.2% |
| Q4 2021 | 115 | $398.5M | 4,351,182 | 15 | 28 | 38 | 1.3% |
| Q3 2021 | 108 | $546.3M | 6,375,030 | 14 | 34 | 26 | 0.6% |
| Q2 2021 | 107 | $684.7M | 7,510,811 | 25 | 45 | 12 | 0.2% |
| Q1 2021 | 91 | $472.2M | 5,399,379 | 18 | 33 | 18 | 0.6% |
| Q4 2020 | 80 | $385.7M | 4,755,333 | 18 | 24 | 15 | 0.7% |
| Q3 2020 | 65 | $295.1M | 4,224,230 | 20 | 15 | 12 | 0.0% |
| Q2 2020 | 61 | $194.8M | 3,109,123 | 26 | 6 | 18 | 0.0% |
| Q1 2020 | 51 | $49.1M | 995,213 | 9 | 8 | 17 | 0.0% |
| Q4 2019 | 71 | $199.7M | 2,960,030 | 13 | 15 | 18 | 0.0% |
| Q3 2019 | 64 | $65.8M | 1,041,667 | 9 | 10 | 25 | 0.0% |
| Q2 2019 | 61 | $77.5M | 1,189,273 | 5 | 13 | 24 | 0.0% |
| Q1 2019 | 63 | $71.5M | 1,115,131 | 13 | 8 | 28 | 0.0% |
| Q4 2018 | 56 | $61.1M | 1,065,161 | 1 | 1 | 2 | 0.0% |