# ISHARES TR (XJR)

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

- Reporting holders: 7
- Reported value: $3.1M
- 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/) | $773.0K | 16,011 | 0.1% | 9 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $647.9K | 13,420 | 0.0% | 3 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $641.4K | 12,161 | 0.2% | 12 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $383.0K | 7,934 | 0.1% | 10 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $321.5K | 6,660 | 0.0% | 9 |
| [Veracity Capital LLC](https://holderbook.com/funds/1811005-veracity-capital-llc/) | $236.0K | 4,889 | 0.1% | 2 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $71.7K | 1,485 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $3.1M |
| Q2 2026 | 104 | $72.3M |
| Q1 2026 | 96 | $50.6M |
| Q4 2025 | 88 | $37.9M |
| Q3 2025 | 81 | $33.9M |
| Q2 2025 | 85 | $34.3M |
| Q1 2025 | 81 | $29.9M |
| Q4 2024 | 76 | $30.4M |
| Q3 2024 | 65 | $26.5M |
| Q2 2024 | 63 | $23.8M |
| Q1 2024 | 54 | $21.4M |
| Q4 2023 | 47 | $17.5M |