ISHARES TR (RXI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
72
Reporting holders
$158.4M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $36.7M | 190,142 | 0.00% | 8q | -4.4%-$1.7M |
| TriCert Investment Counsel Inc. | $24.4M | 126,545 | 2.27% | new | FIRST |
| HighTower Advisors, LLC | $17.4M | 89,917 | 0.02% | 8q | -6.6%-$1.2M |
| MORGAN STANLEY | $16.0M | 83,035 | 0.00% | 35q | -4.6%-$778.0K |
| PGIM Custom Harvest LLC | $9.8M | 50,938 | 0.12% | 19q | -2.3%-$235.0K |
| Banco Santander, S.A. | $8.7M | 45,139 | 0.05% | 2q | -26.4%-$3.1M |
| Federation des caisses Desjardins du Quebec | $5.3M | 27,632 | 0.02% | 6q | +21.7%+$949.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.4M | 17,708 | 0.00% | 8q | -24.0%-$1.1M |
| WELLS FARGO & COMPANY/MN | $3.2M | 16,695 | 0.00% | 31q | -48.7%-$3.1M |
| ROYAL BANK OF CANADA | $2.7M | 13,771 | 0.00% | 31q | +31.0%+$629.4K |
| BANK OF AMERICA CORP /DE/ | $2.6M | 13,630 | 0.00% | 31q | HELD |
| JANE STREET GROUP, LLC | $1.9M | 9,873 | 0.00% | 18q | -41.2%-$1.3M |
| Corient Private Wealth LP | $1.8M | 9,322 | 0.00% | 15q | +91.8%+$860.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 8,302 | 0.00% | 31q | HELD |
| CITADEL ADVISORS LLC | $1.5M | 7,743 | 0.00% | 10q | -37.4%-$891.1K |
| Quantinno Capital Management LP | $1.5M | 7,595 | 0.00% | 10q | -13.5%-$227.9K |
| Slow Capital, Inc. | $1.4M | 7,292 | 0.16% | 31q | -13.4%-$218.6K |
| Gladstone Institutional Advisory LLC | $1.3M | 6,739 | 0.04% | 5q | -1.2%-$16.4K |
| JPMORGAN CHASE & CO | $1.2M | 6,023 | 0.00% | 31q | -16.7%-$233.7K |
| UBS Group AG | $1.1M | 5,808 | 0.00% | 31q | -3.0%-$35.1K |
| Frank, Rimerman Advisors LLC | $1.1M | 5,490 | 0.06% | 23q | -10.6%-$126.0K |
| SCOTIA CAPITAL INC. | $1.0M | 5,316 | 0.00% | 31q | -0.6%-$6.4K |
| LPL Financial LLC | $1.0M | 5,251 | 0.00% | 31q | +12.0%+$108.2K |
| JONES FINANCIAL COMPANIES LLLP | $940.7K | 4,905 | 0.00% | 10q | +4.1%+$37.4K |
| RAYMOND JAMES FINANCIAL INC | $937.5K | 4,858 | 0.00% | 7q | HELD |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $882.9K | 4,575 | 0.02% | 9q | +5.3%+$44.8K |
| One Charles Private Wealth Services, LLC | $856.4K | 4,438 | 0.20% | 17q | -5.0%-$45.2K |
| Cetera Investment Advisers | $842.4K | 4,366 | 0.00% | 11q | +2.2%+$17.8K |
| Arax Advisory Partners | $724.6K | 3,755 | 0.00% | new | NEW |
| ROCKLAND TRUST CO | $644.9K | 3,342 | 0.03% | 3q | +89.2%+$304.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $544.9K | 2,824 | 0.00% | new | NEW |
| DECISION INVESTMENTS, INC | $479.3K | 2,484 | 0.44% | 3q | HELD |
| Integrated Wealth Concepts LLC | $367.4K | 1,904 | 0.00% | 15q | -2.6%-$9.8K |
| Harding Loevner LP | $322.6K | 1,611 | 0.00% | new | NEW |
| GTS SECURITIES LLC | $311.2K | 1,613 | 0.01% | new | NEW |
| WHITTIER TRUST CO OF NEVADA INC | $293.9K | 1,500 | 0.01% | 31q | HELD |
| CONTINUUM WEALTH ADVISORS, LLC | $283.7K | 1,470 | 0.10% | 15q | HELD |
| Sequoia Financial Advisors, LLC | $278.6K | 1,444 | 0.00% | 6q | -2.9%-$8.3K |
| MML INVESTORS SERVICES, LLC | $265.6K | 1,377 | 0.00% | 10q | +4.8%+$12.2K |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $251.8K | 1,305 | 0.01% | 30q | HELD |
| FULCRUM WEALTH ADVISORS, LLC | $248.7K | 1,289 | 0.19% | new | NEW |
| AMERIPRISE FINANCIAL INC | $232.1K | 1,203 | 0.00% | 2q | -52.7%-$258.3K |
| Newport Capital Group, LLC | $216.1K | 1,120 | 0.12% | 8q | HELD |
| Clearstead Advisors, LLC | $212.6K | 1,102 | 0.00% | 9q | HELD |
| FIFTH THIRD BANCORP | $206.0K | 1,068 | 0.00% | 31q | +0.9%+$1.9K |
| HUNTINGTON NATIONAL BANK | $163.2K | 846 | 0.00% | new | NEW |
| Front Row Advisors LLC | $152.7K | 745 | 0.04% | 31q | -13.3%-$23.4K |
| NATIONAL BANK OF CANADA /FI/ | $135.9K | 703 | 0.00% | 19q | -4.6%-$6.6K |
| WHITTIER TRUST CO | $130.4K | 664 | 0.00% | 7q | +0.6% |
| Strengthening Families & Communities, LLC | $107.5K | 557 | 0.02% | 2q | +0.5% |
| OSAIC HOLDINGS, INC. | $99.0K | 512 | 0.00% | 26q | +24.9%+$19.7K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $86.0K | 445 | 0.00% | 25q | HELD |
| TD Waterhouse Canada Inc. | $82.6K | 425 | 0.00% | 19q | -10.5%-$9.7K |
| LAZARD ASSET MANAGEMENT LLC | $80.3K | 417 | 0.00% | new | NEW |
| BARCLAYS PLC | $66.4K | 344 | 0.00% | 2q | HELD |
| FMR LLC | $64.0K | 332 | 0.00% | 31q | +66.8%+$25.6K |
| VICTORY CAPITAL MANAGEMENT INC | $56.6K | 293 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $41.2K | 213 | 0.00% | 24q | HELD |
| ASSETMARK, INC | $33.8K | 175 | 0.00% | 9q | HELD |
| Rockefeller Capital Management L.P. | $32.4K | 168 | 0.00% | 4q | HELD |
| BANK OF MONTREAL /CAN/ | $30.7K | 159 | 0.00% | 31q | +127.1%+$17.2K |
| Register Financial Advisors LLC | $22.7K | 118 | 0.01% | 15q | HELD |
| Wilmington Savings Fund Society, FSB | $19.3K | 100 | 0.00% | 8q | HELD |
| Mondrian Investment Partners LTD | $18.4K | 95 | 0.00% | new | NEW |
| Allworth Financial LP | $10.6K | 55 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $7.7K | 40 | 0.00% | 31q | HELD |
| AlphaCore Capital LLC | $4.8K | 25 | 0.00% | 6q | HELD |
| Smartleaf Asset Management LLC | $4.1K | 21 | 0.00% | 4q | HELD |
| Aptus Capital Advisors, LLC | $4.1K | 21 | 0.00% | 7q | HELD |
| Central Pacific Bank - Trust Division | $3.9K | 20 | 0.00% | 10q | HELD |
| XP Advisory US, Inc. | $2.3K | 12 | 0.00% | new | FIRST |
| FLOW TRADERS U.S. LLC | $2.3K | 11,993 | 0.10% | new | NEW |
| BESSEMER GROUP INC | $713 | 3,697 | 0.00% | 31q | -50.9% |
| Cambridge Investment Research Advisors, Inc. | $512 | 2,658 | 0.00% | 13q | +100.0% |
| HRT FINANCIAL LP | $324 | 1,680 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $193 | 1 | 0.00% | 2q | HELD |
| CX Institutional | $21 | 111 | 0.00% | 6q | -98.3%-$1.2K |
| Forum Finance Group S.A. | $11 | 70 | 0.00% | 2q | 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 | 72 | $158.4M | 820,965 | 9 | 15 | 23 | 0.0% |
| Q1 2026 | 69 | $139.3M | 748,376 | 11 | 15 | 19 | 0.0% |
| Q4 2025 | 62 | $144.5M | 704,089 | 4 | 18 | 23 | 0.0% |
| Q3 2025 | 63 | $140.0M | 676,377 | 5 | 20 | 14 | 0.0% |
| Q2 2025 | 60 | $124.9M | 663,728 | 2 | 11 | 28 | 0.0% |
| Q1 2025 | 63 | $126.4M | 709,987 | 6 | 18 | 14 | 0.2% |
| Q4 2024 | 64 | $114.0M | 618,253 | 6 | 10 | 22 | 0.0% |
| Q3 2024 | 64 | $124.6M | 702,025 | 9 | 14 | 20 | 0.0% |
| Q2 2024 | 60 | $114.7M | 713,296 | 11 | 15 | 19 | 0.0% |
| Q1 2024 | 61 | $170.4M | 1,014,796 | 9 | 11 | 18 | 0.0% |
| Q4 2023 | 57 | $183.3M | 1,101,800 | 4 | 15 | 15 | 0.0% |
| Q3 2023 | 59 | $131.3M | 895,426 | 5 | 12 | 18 | 0.0% |
| Q2 2023 | 57 | $147.3M | 977,109 | 8 | 16 | 17 | 0.0% |
| Q1 2023 | 53 | $124.5M | 857,290 | 3 | 10 | 14 | 0.0% |
| Q4 2022 | 49 | $76.9M | 610,076 | 2 | 8 | 18 | 0.0% |
| Q3 2022 | 68 | $129.7M | 1,053,298 | 8 | 12 | 25 | 0.0% |
| Q2 2022 | 72 | $109.8M | 863,330 | 13 | 14 | 23 | 0.0% |
| Q1 2022 | 69 | $144.6M | 925,024 | 6 | 13 | 22 | 0.0% |
| Q4 2021 | 73 | $154.7M | 863,001 | 7 | 24 | 15 | 0.0% |
| Q3 2021 | 72 | $151.9M | 920,870 | 9 | 13 | 25 | 0.0% |
| Q2 2021 | 70 | $184.8M | 1,078,138 | 12 | 17 | 14 | 0.0% |
| Q1 2021 | 58 | $172.8M | 1,059,673 | 8 | 16 | 13 | 0.0% |
| Q4 2020 | 59 | $148.8M | 956,538 | 7 | 21 | 5 | 0.0% |
| Q3 2020 | 53 | $109.5M | 807,780 | 10 | 13 | 15 | 0.0% |
| Q2 2020 | 51 | $76.3M | 642,112 | 8 | 16 | 13 | 0.0% |
| Q1 2020 | 52 | $82.4M | 869,920 | 6 | 8 | 20 | 0.0% |
| Q4 2019 | 60 | $152.3M | 1,209,380 | 4 | 15 | 20 | 0.0% |
| Q3 2019 | 60 | $96.1M | 801,305 | 3 | 6 | 29 | 0.0% |
| Q2 2019 | 62 | $108.3M | 914,031 | 4 | 18 | 18 | 0.0% |
| Q1 2019 | 64 | $88.5M | 781,793 | 10 | 16 | 18 | 0.0% |
| Q4 2018 | 60 | $140.2M | 1,389,528 | 2 | 1 | 1 | 0.0% |