ISHARES TR (XJH)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
187
Reporting holders
$302.4M
Reported value
0.0%
Held as options
+16
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $30.2M | 579,546 | 0.00% | 19q | HELD |
| RAYMOND JAMES FINANCIAL INC | $24.9M | 477,855 | 0.01% | 7q | +1.3%+$320.1K |
| LPL Financial LLC | $21.1M | 405,292 | 0.00% | 15q | +1.5%+$310.5K |
| Mariner, LLC | $20.0M | 382,793 | 0.02% | 15q | +9.0%+$1.7M |
| FLPUTNAM INVESTMENT MANAGEMENT CO | $13.0M | 248,821 | 0.15% | 4q | +2.0%+$255.8K |
| BAILARD, INC. | $11.6M | 222,809 | 0.24% | 16q | +2.5%+$281.2K |
| IMA Advisory Services, Inc. | $11.5M | 221,075 | 0.72% | new | NEW |
| Composition Wealth, LLC | $8.6M | 165,083 | 0.10% | 5q | HELD |
| Koss-Olinger Consulting, LLC | $7.3M | 140,062 | 0.56% | 9q | +3.1%+$217.5K |
| KEYBANK NATIONAL ASSOCIATION/OH | $7.2M | 138,637 | 0.02% | 2q | +20.2%+$1.2M |
| HARBOUR INVESTMENTS, INC. | $7.1M | 136,740 | 0.10% | 15q | +10.2%+$662.1K |
| Beacon Pointe Advisors, LLC | $6.2M | 119,351 | 0.03% | 2q | -10.2%-$703.7K |
| FRANKLIN RESOURCES INC | $5.0M | 95,824 | 0.00% | 21q | HELD |
| CIBC Bancorp USA Inc. | $5.0M | 95,161 | 0.01% | 2q | +612.2%+$4.3M |
| JNBA Financial Advisors | $4.3M | 82,878 | 0.33% | 23q | -3.8%-$172.1K |
| CARY STREET PARTNERS FINANCIAL LLC | $4.0M | 76,192 | 0.09% | 7q | +3.6%+$136.4K |
| Advisory Services Network, LLC | $3.6M | 68,684 | 0.04% | 13q | +1.2%+$40.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.3M | 63,182 | 0.00% | 8q | +27.6%+$711.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.1M | 60,395 | 0.01% | 12q | +421.3%+$2.5M |
| Cetera Investment Advisers | $2.9M | 56,057 | 0.00% | 15q | +16.8%+$421.2K |
| EP Wealth Advisors, LLC | $2.9M | 55,574 | 0.01% | 3q | +176.9%+$1.9M |
| Corient Private Wealth LP | $2.9M | 55,544 | 0.00% | 10q | +113.9%+$1.5M |
| World Investment Advisors | $2.8M | 62,396 | 0.05% | 8q | HELD |
| Francis Financial, Inc. | $2.7M | 52,629 | 0.45% | 9q | HELD |
| SEEDS INVESTOR LLC | $2.7M | 51,016 | 0.27% | 2q | +41.5%+$780.8K |
| OSAIC HOLDINGS, INC. | $2.5M | 47,253 | 0.00% | 23q | +25.8%+$505.7K |
| HILLTOP WEALTH ADVISORS, LLC | $2.2M | 41,740 | 1.08% | 13q | -4.7%-$107.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 41,331 | 0.00% | 15q | +18.5%+$335.9K |
| Creative Planning | $2.2M | 41,291 | 0.00% | 13q | -0.6%-$12.2K |
| Sanchez Levi Garrett | $2.1M | 41,096 | 1.16% | 2q | -2.8%-$61.2K |
| Robertson Stephens Wealth Management, LLC | $1.9M | 36,048 | 0.05% | 7q | +7.1%+$124.4K |
| GOULD ASSET MANAGEMENT LLC /CA/ | $1.9M | 35,965 | 0.30% | 16q | +5.6%+$99.3K |
| ROYAL BANK OF CANADA | $1.8M | 34,939 | 0.00% | 18q | +1.5%+$26.3K |
| SAGE FINANCIAL GROUP INC | $1.8M | 33,606 | 0.10% | 15q | +6.5%+$106.6K |
| Bank of New York Mellon Corp | $1.7M | 32,636 | 0.00% | 2q | +3.0%+$49.5K |
| RTD Financial Advisors, Inc. | $1.7M | 32,103 | 0.18% | 8q | HELD |
| Biltmore Family Office, LLC | $1.6M | 31,248 | 0.21% | 20q | HELD |
| Trilogy Capital Inc. | $1.6M | 30,195 | 0.06% | 6q | +5.1%+$76.5K |
| Balanced Rock Investment Advisors LLC | $1.5M | 29,570 | 0.96% | 11q | -17.3%-$321.8K |
| HighTower Advisors, LLC | $1.5M | 28,306 | 0.00% | 19q | -7.7%-$122.8K |
| SageView Advisory Group, LLC | $1.3M | 25,861 | 0.04% | 6q | HELD |
| Eley Financial Management, Inc | $1.3M | 24,321 | 0.41% | 10q | +15.4%+$168.9K |
| EASTERN BANK | $1.3M | 24,110 | 0.02% | 14q | -91.7%-$14.0M |
| Steward Partners Investment Advisory, LLC | $1.3M | 24,054 | 0.01% | 11q | -5.6%-$74.5K |
| D.A. DAVIDSON & CO. | $1.3M | 24,036 | 0.01% | 17q | -2.7%-$34.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 24,000 | 0.00% | new | NEW |
| Affiance Financial, LLC | $1.2M | 23,840 | 0.18% | 15q | -3.7%-$48.1K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $1.2M | 23,225 | 0.02% | 14q | -0.8%-$10.0K |
| Shira Ridge Wealth Management | $1.2M | 22,896 | 0.42% | 15q | -3.4%-$42.0K |
| Aptus Capital Advisors, LLC | $1.1M | 21,876 | 0.01% | 8q | +14.4%+$143.2K |
| Rockefeller Capital Management L.P. | $1.1M | 21,640 | 0.00% | 4q | +121.9%+$619.9K |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 21,328 | 0.00% | 17q | +5.3%+$55.9K |
| BIRCHBROOK, INC. | $1.1M | 20,730 | 0.51% | 6q | HELD |
| Integrated Wealth Concepts LLC | $1.1M | 20,681 | 0.01% | 8q | +40.4%+$310.5K |
| Private Advisor Group, LLC | $1.1M | 20,672 | 0.00% | 9q | -5.6%-$63.6K |
| MainStreet Investment Advisors LLC | $1.1M | 20,435 | 0.15% | 7q | -2.8%-$30.8K |
| Caliber Wealth Management, LLC / KS | $1.1M | 20,394 | 0.10% | 5q | HELD |
| MassMutual Private Wealth & Trust, FSB | $1.1M | 20,270 | 0.03% | 7q | -3.6%-$39.4K |
| Values Added Financial LLC | $1.1M | 20,190 | 0.38% | 5q | +2.4%+$24.6K |
| WHITTIER TRUST CO | $1.1M | 20,309 | 0.01% | 12q | HELD |
| Wealth Advisory Team LLC | $1.0M | 20,016 | 0.85% | 3q | +17.1%+$152.7K |
| TRUIST FINANCIAL CORP | $1.0M | 19,490 | 0.00% | 13q | -2.0%-$20.2K |
| NorthRock Partners, LLC | $996.6K | 19,111 | 0.01% | 10q | HELD |
| MGO ONE SEVEN LLC | $915.8K | 17,561 | 0.02% | 3q | -1.1%-$10.1K |
| Farther Finance Advisors, LLC | $906.2K | 17,377 | 0.01% | 3q | +97.1%+$446.5K |
| Topel & Distasi Wealth Management, LLC | $881.5K | 16,903 | 0.43% | 16q | -4.8%-$44.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $852.9K | 16,354 | 0.00% | new | NEW |
| Atlantic Private Wealth, LLC | $825.3K | 15,826 | 0.51% | 19q | HELD |
| Focus Partners Wealth | $816.9K | 15,665 | 0.00% | 11q | -2.5%-$20.7K |
| Baird Financial Group, Inc. | $723.0K | 13,864 | 0.00% | 11q | -12.6%-$104.5K |
| Beta Wealth Group, Inc. | $718.0K | 13,768 | 0.27% | 5q | HELD |
| RVW Wealth, LLC | $712.5K | 13,663 | 0.05% | 19q | HELD |
| Portland Global Advisors LLC | $705.9K | 13,535 | 0.07% | 10q | -0.7%-$5.2K |
| Stordahl Capital Management, Inc. | $685.9K | 13,152 | 0.13% | 7q | HELD |
| BLB&B Advisors, LLC | $645.7K | 12,382 | 0.02% | 8q | -0.6%-$3.8K |
| Stratos Wealth Partners, LTD. | $641.5K | 12,301 | 0.01% | 12q | -10.4%-$74.3K |
| Tarbox Family Office, Inc. | $604.6K | 11,593 | 0.09% | 12q | +37.8%+$165.8K |
| Magnus Financial Group LLC | $588.8K | 11,290 | 0.04% | 10q | -8.1%-$52.1K |
| DAVENPORT & Co LLC | $582.1K | 11,163 | 0.00% | 14q | -3.7%-$22.4K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $565.1K | 10,837 | 0.01% | 18q | +10.6%+$54.0K |
| Pathway Financial Advisors LLC | $555.3K | 10,778 | 0.06% | 10q | +0.5%+$3.0K |
| McKinley Carter Wealth Services, Inc. | $548.9K | 10,526 | 0.03% | 19q | +2.2%+$11.9K |
| Weil Company, Inc. | $520.8K | 9,987 | 0.09% | 6q | -5.0%-$27.5K |
| Ellenbecker Investment Group | $509.8K | 9,775 | 0.06% | 2q | +101.2%+$256.4K |
| Armbruster Capital Management, Inc. | $491.5K | 9,425 | 0.07% | 15q | +2.2%+$10.4K |
| Nadler Financial Group, Inc. | $489.7K | 9,390 | 0.04% | new | NEW |
| BRADLEY FOSTER & SARGENT INC/CT | $468.2K | 8,978 | 0.01% | 5q | HELD |
| Estate Counselors, LLC | $460.2K | 8,825 | 0.04% | new | NEW |
| McNamara Financial Services, Inc. | $449.9K | 8,628 | 0.08% | 3q | HELD |
| Cerity Partners LLC | $445.5K | 8,542 | 0.00% | 2q | -6.0%-$28.5K |
| Chicago Partners Investment Group LLC | $441.0K | 8,648 | 0.01% | 11q | -2.9%-$13.1K |
| MML INVESTORS SERVICES, LLC | $428.6K | 8,219 | 0.00% | 14q | +30.8%+$100.8K |
| Weinberger Asset Management, Inc | $426.6K | 8,357 | 0.14% | 2q | +9.2%+$35.9K |
| CITADEL ADVISORS LLC | $420.7K | 8,068 | 0.00% | new | NEW |
| HighPoint Advisor Group LLC | $406.6K | 7,797 | 0.01% | 3q | HELD |
| PFG Investments, LLC | $402.5K | 7,719 | 0.02% | 8q | HELD |
| Westview Management dba Westview Investment Advisors | $401.2K | 7,694 | 0.20% | 3q | -12.9%-$59.6K |
| MAI Capital Management | $396.3K | 7,600 | 0.00% | 11q | +5.9%+$22.0K |
| Tribridge Partners Financial LLC | $384.0K | 7,449 | 0.15% | 3q | -1.7%-$6.5K |
| Mutual Advisors, LLC | $382.4K | 7,332 | 0.01% | 2q | +43.6%+$116.1K |
Showing the largest 100 of 194 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 | 187 | $302.4M | 5,809,252 | 24 | 57 | 53 | 0.0% |
| Q1 2026 | 171 | $246.9M | 5,440,295 | 18 | 64 | 41 | 0.0% |
| Q4 2025 | 164 | $237.2M | 5,309,236 | 18 | 51 | 40 | 0.0% |
| Q3 2025 | 142 | $215.7M | 4,927,449 | 12 | 41 | 38 | 0.0% |
| Q2 2025 | 143 | $198.2M | 4,781,764 | 15 | 63 | 32 | 0.0% |
| Q1 2025 | 130 | $172.2M | 4,406,513 | 10 | 53 | 32 | 0.0% |
| Q4 2024 | 128 | $165.3M | 3,950,331 | 11 | 50 | 27 | 0.0% |
| Q3 2024 | 117 | $161.0M | 3,810,586 | 17 | 52 | 22 | 0.0% |
| Q2 2024 | 102 | $132.7M | 3,353,578 | 11 | 42 | 18 | 0.0% |
| Q1 2024 | 96 | $118.1M | 2,874,678 | 19 | 37 | 19 | 0.0% |
| Q4 2023 | 83 | $85.2M | 2,258,600 | 11 | 38 | 14 | 0.0% |
| Q3 2023 | 76 | $67.5M | 1,993,210 | 9 | 29 | 15 | 0.0% |
| Q2 2023 | 75 | $61.8M | 1,734,036 | 12 | 30 | 15 | 0.0% |
| Q1 2023 | 68 | $58.7M | 1,728,949 | 12 | 28 | 14 | 0.0% |
| Q4 2022 | 62 | $57.2M | 1,743,317 | 19 | 18 | 16 | 0.0% |
| Q3 2022 | 51 | $49.6M | 1,665,643 | 10 | 19 | 7 | 0.0% |
| Q2 2022 | 46 | $35.0M | 1,144,070 | 12 | 15 | 8 | 0.0% |
| Q1 2022 | 40 | $36.9M | 1,008,144 | 12 | 18 | 2 | 0.0% |
| Q4 2021 | 30 | $33.0M | 849,097 | 9 | 11 | 3 | 0.0% |
| Q3 2021 | 21 | $9.0M | 250,327 | 5 | 7 | 1 | 0.0% |
| Q2 2021 | 16 | $6.8M | 182,971 | 9 | 5 | 0 | 0.0% |
| Q1 2021 | 10 | $1.4M | 38,705 | 7 | 2 | 0 | 0.0% |
| Q4 2020 | 3 | $794.0K | 24,946 | 2 | 0 | 1 | 0.0% |
| Q3 2020 | 2 | $5.1M | 199,998 | 2 | 0 | 0 | 0.0% |