# ISHARES TR (XJH)

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

- Reporting holders: 9
- Reported value: $6.6M
- 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 |
|---|---|---|---|---|
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $1.5M | 31,501 | 0.2% | 9 |
| [Shira Ridge Wealth Management](https://holderbook.com/funds/1961210-shira-ridge-wealth-management/) | $1.0M | 21,095 | 0.4% | 16 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $1.0M | 20,685 | 0.0% | 15 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $949.5K | 19,465 | 0.0% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $797.3K | 16,345 | 0.0% | 4 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $666.5K | 13,663 | 0.0% | 20 |
| [Pathway Financial Advisors LLC](https://holderbook.com/funds/1738828-pathway-financial-advisors-llc/) | $525.8K | 10,778 | 0.1% | 11 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $90.4K | 1,854 | 0.0% | 15 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $9.9K | 202 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $6.6M |
| Q2 2026 | 194 | $309.3M |
| Q1 2026 | 179 | $249.4M |
| Q4 2025 | 173 | $244.8M |
| Q3 2025 | 150 | $219.3M |
| Q2 2025 | 156 | $208.0M |
| Q1 2025 | 140 | $177.7M |
| Q4 2024 | 140 | $177.2M |
| Q3 2024 | 125 | $166.4M |
| Q2 2024 | 113 | $139.0M |
| Q1 2024 | 106 | $124.0M |
| Q4 2023 | 93 | $89.9M |