ISHARES TR (XJR)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
98
Reporting holders
$70.1M
Reported value
0.0%
Held as options
+6
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/ | $6.8M | 129,428 | 0.00% | new | NEW |
| KEYBANK NATIONAL ASSOCIATION/OH | $5.8M | 109,527 | 0.02% | 2q | +13.7%+$695.6K |
| BAILARD, INC. | $4.5M | 85,084 | 0.09% | 11q | +8.8%+$363.7K |
| Focus Partners Wealth | $4.1M | 77,488 | 0.00% | 6q | -16.2%-$792.9K |
| LPL Financial LLC | $4.0M | 75,072 | 0.00% | 12q | +25.2%+$796.2K |
| Invera Wealth Advisors, LLC | $3.1M | 58,124 | 1.64% | 2q | +7.9%+$224.1K |
| Highland Financial Advisors, LLC | $3.0M | 57,493 | 0.67% | 6q | +12.3%+$332.4K |
| FRANKLIN RESOURCES INC | $2.9M | 55,782 | 0.00% | 21q | HELD |
| BROWN ADVISORY INC | $2.2M | 42,464 | 0.00% | 3q | +37.1%+$606.4K |
| Biltmore Family Office, LLC | $1.7M | 32,000 | 0.22% | 20q | HELD |
| Bank of New York Mellon Corp | $1.5M | 29,144 | 0.00% | 2q | HELD |
| Creative Planning | $1.4M | 25,654 | 0.00% | 5q | +2.4%+$31.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $946.3K | 17,940 | 0.00% | new | NEW |
| SageView Advisory Group, LLC | $926.2K | 17,560 | 0.03% | 6q | HELD |
| JNBA Financial Advisors | $920.3K | 17,447 | 0.07% | 21q | -35.3%-$501.2K |
| Atlantic Private Wealth, LLC | $870.0K | 16,494 | 0.53% | 19q | HELD |
| Advisory Services Network, LLC | $852.9K | 16,169 | 0.01% | 2q | +8.4%+$65.8K |
| Pathway Financial Advisors LLC | $847.6K | 16,309 | 0.10% | 8q | +33.2%+$211.2K |
| Quantinno Capital Management LP | $835.1K | 15,832 | 0.00% | 2q | HELD |
| Magnus Financial Group LLC | $784.2K | 14,867 | 0.06% | 10q | -2.6%-$20.6K |
| MainStreet Investment Advisors LLC | $775.0K | 14,694 | 0.11% | 2q | -3.1%-$25.1K |
| MassMutual Private Wealth & Trust, FSB | $773.7K | 14,669 | 0.02% | 2q | -3.3%-$26.4K |
| Beta Wealth Group, Inc. | $754.7K | 14,309 | 0.28% | 5q | HELD |
| EP Wealth Advisors, LLC | $708.7K | 13,437 | 0.00% | 3q | -17.2%-$147.0K |
| D.A. DAVIDSON & CO. | $706.0K | 13,384 | 0.00% | 15q | HELD |
| Eley Financial Management, Inc | $696.4K | 13,203 | 0.23% | 9q | -3.1%-$22.6K |
| RAYMOND JAMES FINANCIAL INC | $672.5K | 12,750 | 0.00% | 7q | -12.9%-$99.2K |
| HEADINVEST, LLC | $659.6K | 12,505 | 0.12% | 7q | HELD |
| Cambridge Financial Group, LLC | $641.4K | 12,161 | 0.20% | 11q | HELD |
| Lido Advisors, LLC | $615.1K | 11,662 | 0.00% | 6q | +10.2%+$57.0K |
| BIRCHBROOK, INC. | $612.8K | 11,617 | 0.29% | 6q | -2.2%-$13.8K |
| JANE STREET GROUP, LLC | $603.6K | 11,444 | 0.00% | new | NEW |
| GOLDMAN SACHS GROUP INC | $600.2K | 11,380 | 0.00% | 22q | HELD |
| Asset Dedication, LLC | $567.3K | 10,756 | 0.04% | 9q | HELD |
| Legacy Edge Advisors, LLC | $565.3K | 12,302 | 0.03% | 10q | +96.5%+$277.7K |
| Robertson Stephens Wealth Management, LLC | $554.7K | 10,517 | 0.01% | 5q | +3.8%+$20.2K |
| Cetera Investment Advisers | $552.0K | 10,466 | 0.00% | 10q | +5.4%+$28.2K |
| Tarbox Family Office, Inc. | $528.2K | 10,013 | 0.08% | 10q | +31.5%+$126.5K |
| MAI Capital Management | $520.9K | 9,875 | 0.00% | 7q | HELD |
| DeDora Capital, Inc. | $519.9K | 9,857 | 0.11% | 2q | +3.9%+$19.4K |
| GOULD ASSET MANAGEMENT LLC /CA/ | $509.0K | 9,650 | 0.08% | 11q | +5.4%+$26.1K |
| Ellenbecker Investment Group | $500.2K | 9,484 | 0.06% | new | NEW |
| Private Advisor Group, LLC | $440.3K | 8,347 | 0.00% | 8q | -5.6%-$26.3K |
| OSAIC HOLDINGS, INC. | $430.0K | 8,152 | 0.00% | 23q | +10.6%+$41.4K |
| Balanced Rock Investment Advisors LLC | $423.0K | 8,019 | 0.26% | 11q | -12.0%-$57.4K |
| Sprinkle Financial Consultants LLC | $417.3K | 7,912 | 0.16% | 9q | HELD |
| NorthRock Partners, LLC | $401.6K | 7,613 | 0.01% | 4q | +3.6%+$13.8K |
| Armbruster Capital Management, Inc. | $398.0K | 7,546 | 0.06% | 11q | +2.6%+$10.0K |
| ENVESTNET ASSET MANAGEMENT INC | $395.3K | 7,495 | 0.00% | 2q | +29.2%+$89.3K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $360.5K | 6,835 | 0.00% | 2q | +42.1%+$106.8K |
| MML INVESTORS SERVICES, LLC | $359.6K | 6,818 | 0.00% | 10q | +30.5%+$84.0K |
| Valeo Financial Advisors, LLC | $350.9K | 6,653 | 0.01% | 8q | HELD |
| Heck Capital Advisors, LLC | $340.8K | 6,462 | 0.02% | 15q | -2.4%-$8.5K |
| PFG Investments, LLC | $340.3K | 6,451 | 0.01% | 8q | +3.1%+$10.2K |
| MISSION WEALTH MANAGEMENT, LP | $300.8K | 5,703 | 0.00% | 5q | HELD |
| Horizon Wealth Management, LLC | $297.6K | 5,643 | 0.04% | new | NEW |
| Savant Capital, LLC | $294.8K | 5,590 | 0.00% | 4q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $284.4K | 5,392 | 0.00% | 9q | +2.6%+$7.3K |
| Veracity Capital LLC | $257.6K | 4,884 | 0.07% | new | NEW |
| Tribridge Partners Financial LLC | $224.3K | 4,352 | 0.09% | new | NEW |
| Stratos Wealth Partners, LTD. | $207.9K | 3,942 | 0.00% | new | NEW |
| Rockefeller Capital Management L.P. | $201.9K | 3,827 | 0.00% | 4q | HELD |
| Birchwood Financial Partners, Inc. | $160.0K | 3,033 | 0.13% | 3q | +54.0%+$56.1K |
| Steward Partners Investment Advisory, LLC | $158.2K | 3,000 | 0.00% | 11q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $155.3K | 2,945 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $145.2K | 2,753 | 0.00% | 15q | HELD |
| MCF Advisors LLC | $120.3K | 2,280 | 0.00% | 15q | HELD |
| Milestone Investment Advisors LLC | $114.5K | 2,170 | 0.02% | 15q | HELD |
| GGM Financial LLC | $105.6K | 2,002 | 0.04% | new | NEW |
| Global Retirement Partners, LLC | $103.2K | 1,956 | 0.00% | 7q | HELD |
| Farther Finance Advisors, LLC | $78.3K | 1,485 | 0.00% | 2q | HELD |
| FMR LLC | $70.8K | 1,342 | 0.00% | 7q | HELD |
| ROGCO, LP | $70.6K | 1,338 | 0.02% | 2q | HELD |
| Golden State Wealth Management, LLC | $53.1K | 1,007 | 0.00% | 3q | HELD |
| Meramec Financial Planners, LLC | $52.0K | 1,010 | 0.02% | 3q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $48.5K | 919 | 0.01% | 6q | HELD |
| Oakmont Advisory Group, LLC | $46.5K | 882 | 0.04% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $42.7K | 810 | 0.01% | 3q | HELD |
| Medallion Wealth Advisors, LLC | $42.4K | 714 | 0.01% | 7q | +0.6% |
| Key Financial Inc | $32.2K | 610 | 0.01% | 7q | HELD |
| GHP Investment Advisors, Inc. | $29.1K | 553 | 0.00% | 18q | HELD |
| StrongBox Wealth, LLC | $25.4K | 482 | 0.01% | new | NEW |
| Dunhill Financial, LLC | $21.8K | 413 | 0.00% | 6q | HELD |
| Arax Advisory Partners | $21.5K | 407 | 0.00% | 3q | +58.4%+$7.9K |
| Clearstead Advisors, LLC | $20.4K | 386 | 0.00% | new | NEW |
| Godfrey Financial Associates, Inc. | $18.0K | 342 | 0.01% | 3q | +232.0%+$12.6K |
| Integrated Wealth Concepts LLC | $10.6K | 200 | 0.00% | new | NEW |
| 1 NORTH WEALTH SERVICES LLC | $10.0K | 190 | 0.00% | 6q | HELD |
| Smartleaf Asset Management LLC | $7.6K | 146 | 0.00% | 3q | HELD |
| WHITTIER TRUST CO | $7.5K | 144 | 0.00% | 7q | HELD |
| Triumph Capital Management | $6.5K | 123 | 0.00% | 3q | HELD |
| ROYAL BANK OF CANADA | $5.0K | 86 | 0.00% | 9q | HELD |
| NewEdge Advisors, LLC | $3.9K | 73 | 0.00% | new | NEW |
| Millstone Evans Group, LLC | $2.6K | 49 | 0.00% | 4q | +113.0%+$1.4K |
| Spire Wealth Management | $2.1K | 39 | 0.00% | 14q | HELD |
| FLOW TRADERS U.S. LLC | $1.4K | 25,729 | 0.06% | new | NEW |
| ASSETMARK, INC | $422 | 8 | 0.00% | new | NEW |
| Smithfield Trust Co | $195 | 3,682 | 0.01% | 16q | HELD |
| UBS Group AG | $105 | 2 | 0.00% | 6q | -99.7%-$31.3K |
| MORGAN STANLEY | $103 | 1 | 0.00% | 7q | -99.7%-$30.1K |
Showing the largest 100 of 103 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 | $70.1M | 1,331,549 | 16 | 29 | 14 | 0.0% |
| Q1 2026 | 92 | $50.4M | 1,156,868 | 16 | 25 | 14 | 0.0% |
| Q4 2025 | 83 | $35.2M | 826,097 | 10 | 22 | 12 | 0.0% |
| Q3 2025 | 76 | $33.6M | 788,695 | 5 | 17 | 23 | 0.0% |
| Q2 2025 | 77 | $31.4M | 793,681 | 8 | 22 | 22 | 0.0% |
| Q1 2025 | 74 | $28.2M | 749,513 | 13 | 21 | 16 | 0.0% |
| Q4 2024 | 67 | $28.1M | 665,555 | 11 | 23 | 10 | 0.0% |
| Q3 2024 | 57 | $24.2M | 577,936 | 8 | 21 | 10 | 0.0% |
| Q2 2024 | 54 | $21.4M | 565,037 | 10 | 21 | 7 | 0.0% |
| Q1 2024 | 48 | $19.3M | 492,733 | 10 | 16 | 8 | 0.0% |
| Q4 2023 | 42 | $16.1M | 421,524 | 6 | 12 | 10 | 0.0% |
| Q3 2023 | 37 | $10.3M | 312,171 | 6 | 11 | 6 | 0.0% |
| Q2 2023 | 34 | $12.8M | 364,397 | 3 | 13 | 7 | 0.0% |
| Q1 2023 | 33 | $10.9M | 320,354 | 7 | 11 | 5 | 0.0% |
| Q4 2022 | 28 | $8.6M | 259,724 | 8 | 7 | 4 | 0.0% |
| Q3 2022 | 24 | $10.4M | 339,591 | 5 | 9 | 3 | 0.0% |
| Q2 2022 | 19 | $6.8M | 210,044 | 4 | 5 | 3 | 0.0% |
| Q1 2022 | 16 | $4.8M | 125,775 | 5 | 7 | 0 | 0.0% |
| Q4 2021 | 12 | $3.7M | 90,166 | 2 | 6 | 0 | 0.0% |
| Q3 2021 | 12 | $5.3M | 136,670 | 5 | 3 | 2 | 0.0% |
| Q2 2021 | 8 | $3.5M | 88,389 | 4 | 2 | 0 | 0.0% |
| Q1 2021 | 5 | $3.2M | 83,079 | 3 | 1 | 1 | 0.0% |
| Q4 2020 | 4 | $5.6M | 169,945 | 2 | 0 | 2 | 0.0% |
| Q3 2020 | 2 | $5.1M | 199,997 | 2 | 0 | 0 | 0.0% |