iSHARES TRUST - EXI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Fisher Asset Management, LLC History No change 3,027,680 607,049 0.18% 0.18% 1 0 0.0% Q2 2026 Aug 04, 2026
BlackRock, Inc. History No change 576,732 115,634 0.0% 0.0% 2 0 0.0% Q2 2026 Aug 07, 2026
Treasurer of the State of North Carolina History No change 388,830 77,960 0.2% 0.2% 3 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 221,165 43,768 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 12, 2026
Phoenix Financial Ltd. History No change 215,300 43,167 0.29% 0.29% 5 0 0.0% Q2 2026 Aug 11, 2026
MORGAN STANLEY History No change 165,854 33,253 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 13, 2026
PGIM Custom Harvest LLC History No change 139,478 27,965 0.35% 0.35% 7 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 138,892 27,847 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 05, 2026
BANK OF AMERICA CORP /DE/ History No change 113,743 22,805 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 14, 2026
VAN ECK ASSOCIATES CORP History No change 75,024 15,042 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
Banco Santander, S.A. History No change 75,003 15,038 0.09% 0.09% 11 0 0.0% Q2 2026 Jul 29, 2026
Federation des caisses Desjardins du Quebec History No change 70,021 14,039 0.04% 0.04% 12 0 0.0% Q2 2026 Aug 13, 2026
TriCert Investment Counsel Inc. History No change 60,961 12,222 1.14% 1.14% 13 0 0.0% Q2 2026 Aug 10, 2026
Wharton Business Group, LLC History No change 58,345 11,698 0.39% 0.39% 14 0 0.0% Q2 2026 Aug 10, 2026
LPL Financial LLC History No change 37,368 7,492 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 07, 2026
Cambria Investment Management, L.P. History No change 36,344 7,286 0.36% 0.36% 16 0 0.0% Q2 2026 Aug 14, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 30,565 6,128 0.01% 0.01% 17 0 0.0% Q2 2026 Jul 29, 2026
WELLS FARGO & COMPANY/MN History No change 29,895 5,993 0.0% 0.0% 18 0 0.0% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 28,733 5,760 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 14, 2026
UBS Group AG History No change 19,633 3,936 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
Quantinno Capital Management LP History No change 19,138 3,837 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 13, 2026
GTS SECURITIES LLC History No change 18,111 3,631 0.08% 0.08% 22 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 16,945 3,397 0.0% 0.0% 23 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 16,790 3,365 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 15,213 3,050 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 14,578 2,922 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 14, 2026
VIAWEALTH, LLC History No change 12,537 2,513 1.26% 1.26% 27 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 12,223 2,451 0.01% 0.01% 28 0 0.0% Q2 2026 Jul 27, 2026
FLOW TRADERS U.S. LLC History No change 9,620 1,929 0.08% 0.08% 29 0 0.0% Q2 2026 Aug 14, 2026
Slow Capital, Inc. History No change 9,346 1,873 0.22% 0.22% 30 0 0.0% Q2 2026 Jul 22, 2026
CIBC WORLD MARKET INC. History No change 8,779 1,760 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
Buttonwood Financial Group, LLC History No change 8,646 1,733 0.99% 0.99% 32 0 0.0% Q2 2026 Jul 30, 2026
CITADEL ADVISORS LLC History No change 8,503 1,704 0.0% 0.0% 33 0 0.0% Q2 2026 Sep 02, 2026
NTV ASSET MANAGEMENT LLC History No change 8,100 1,624 0.16% 0.16% 34 0 0.0% Q2 2026 Aug 05, 2026
Intesa Sanpaolo Wealth Management History No change 8,000 1,604 0.32% 0.32% 35 0 0.0% Q2 2026 Jul 23, 2026
JONES FINANCIAL COMPANIES LLLP History No change 6,328 1,244 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Gladstone Institutional Advisory LLC History No change 6,020 1,207 0.04% 0.04% 37 0 0.0% Q2 2026 Jul 27, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 5,688 1,140 0.0% 0.0% 38 0 0.0% Q2 2026 Sep 23, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 5,652 1,133 0.07% 0.07% 39 0 0.0% Q2 2026 Jul 15, 2026
Baker Avenue Asset Management, LP History No change 5,469 1,096 0.02% 0.02% 40 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 5,220 1,046 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 17, 2026
Arax Advisory Partners History No change 5,029 1,008 0.01% 0.01% 42 0 0.0% Q2 2026 Aug 10, 2026
DECISION INVESTMENTS, INC History No change 4,556 913 0.83% 0.83% 43 0 0.0% Q2 2026 Jul 13, 2026
OSAIC HOLDINGS, INC. History No change 4,414 885 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
FIFTH THIRD BANCORP History No change 4,328 867 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 05, 2026
Mariner, LLC History No change 4,326 867 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 13, 2026
Total Clarity Wealth Management, Inc. History No change 4,241 850 0.17% 0.17% 47 0 0.0% Q2 2026 Jul 23, 2026
Avantax Planning Partners, Inc. History No change 4,206 843 0.02% 0.02% 48 0 0.0% Q2 2026 Jul 28, 2026
Advisory Services Network, LLC History No change 4,179 837 0.01% 0.01% 49 0 0.0% Q2 2026 Aug 12, 2026
Sigma Planning Corp History No change 3,664 734 0.02% 0.02% 50 0 0.0% Q2 2026 Aug 07, 2026
Investor's Fiduciary Advisor Network, LLC History No change 3,288 659 0.22% 0.22% 51 0 0.0% Q2 2026 Aug 13, 2026
Sanctuary Advisors, LLC History No change 2,895 580 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 2,782 557 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Wealth Management Partners, LLC History No change 2,682 537 0.13% 0.13% 54 0 0.0% Q2 2026 Jul 22, 2026
NORTHERN TRUST CORP History No change 2,658 532 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 2,608 516 0.0% 0.0% 56 0 0.0% Q2 2026 Jul 15, 2026
FMR LLC History No change 2,568 514 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 2,562 513 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
Riggs Asset Managment Co. Inc. History No change 2,441 489 0.09% 0.09% 59 0 0.0% Q2 2026 Jul 29, 2026
Vestmark Advisory Solutions, Inc. History No change 2,411 483 0.0% 0.0% 60 0 0.0% Q2 2026 Aug 14, 2026
Kovack Advisors, Inc. History No change 2,338 465 0.02% 0.02% 61 0 0.0% Q2 2026 Jul 28, 2026
Private Advisor Group, LLC History No change 2,295 460 0.0% 0.0% 62 0 0.0% Q2 2026 Jul 27, 2026
HRT FINANCIAL LP History No change 2,184 437 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
FULCRUM WEALTH ADVISORS, LLC History No change 2,147 430 0.33% 0.33% 64 0 0.0% Q2 2026 Jul 21, 2026
KCM INVESTMENT ADVISORS LLC History No change 2,090 419 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 13, 2026
Savvy Advisors, Inc. History No change 2,042 409 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 03, 2026
BANK OF MONTREAL /CAN/ History No change 1,923 385 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
Jupiter Topco LLC History No change 1,870 374 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History No change 1,574 315 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 1,520 305 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 1,521 304 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 13, 2026
NATIONAL BANK OF CANADA /FI/ History No change 1,425 285 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 10, 2026
INGALLS & SNYDER LLC History No change 1,334 267 0.01% 0.01% 73 0 0.0% Q2 2026 Aug 14, 2026
Front Row Advisors LLC History No change 1,268 260 0.08% 0.08% 74 0 0.0% Q2 2026 Aug 13, 2026
UPTICK PARTNERS, LLC History No change 1,280 256 0.04% 0.04% 75 0 0.0% Q2 2026 Aug 10, 2026
BUCKHEAD CAPITAL MANAGEMENT LLC History No change 1,235 247 0.08% 0.08% 76 0 0.0% Q2 2026 Aug 06, 2026
Plancorp, LLC History No change 1,179 230 0.01% 0.01% 77 0 0.0% Q2 2026 Jul 14, 2026
Castleview Partners, LLC History No change 1,152 230 0.1% 0.1% 78 0 0.0% Q2 2026 Jul 20, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 1,131 226 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 12, 2026
BURKE & HERBERT BANK & TRUST CO History No change 1,085 217 0.05% 0.05% 80 0 0.0% Q2 2026 Aug 07, 2026
Cerity Partners LLC History No change 1,065 213 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 1,055 211 0.05% 0.05% 82 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 1,054 211 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 27, 2026
MontVue Capital Management, Inc. History No change 1,050 210 0.12% 0.12% 84 0 0.0% Q2 2026 Jul 27, 2026
HSBC HOLDINGS PLC History No change 1,026 205 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Astoria Portfolio Advisors LLC. History No change 1,014 203 0.03% 0.03% 86 0 0.0% Q2 2026 Jul 28, 2026
Strategies Wealth Advisors, LLC History No change 1,009 202 0.02% 0.02% 87 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 1,000 200 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 05, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 1,000 200 0.0% 0.0% 89 0 0.0% Q2 2026 Jul 24, 2026
TUCKER ASSET MANAGEMENT LLC History No change 950 190 0.05% 0.05% 90 0 0.0% Q2 2026 Aug 27, 2026
Nalls Sherbakoff Group, LLC History No change 666 133 0.09% 0.09% 91 0 0.0% Q2 2026 Aug 17, 2026
CX Institutional History Reduced 608 115 0.0% 0.0% 92 -111 -15.44% Q3 2026 Oct 02, 2026
Provident Wealth Management, LLC History No change 500 100 0.03% 0.03% 93 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History No change 383 76 0.0% 0.0% 94 0 0.0% Q2 2026 Jul 17, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 367 73 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 362 72 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 359 72 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 13, 2026
LOM Asset Management Ltd History No change 343 68 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 04, 2026
Spire Wealth Management History No change 300 60 0.0% 0.0% 99 0 0.0% Q2 2026 Jul 15, 2026
AE Wealth Management LLC History No change 297 59 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 03, 2026
ASSETMARK, INC History No change 259 51 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 30, 2026
US BANCORP \DE\ History No change 250 50 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 12, 2026
Capital Investment Counsel, Inc History No change 247 49 0.01% 0.01% 103 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History No change 226 45 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 11, 2026
Clearstead Advisors, LLC History No change 200 40 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 06, 2026
Ashton Thomas Private Wealth, LLC History No change 200 40 0.0% 0.0% 106 0 0.0% Q2 2026 Jul 29, 2026
ANGELES WEALTH MANAGEMENT, LLC History No change 161 32 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 28, 2026
LRI Investments, LLC History No change 150 30 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 14, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 147 29 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 10, 2026
LANARK FINANCIAL, INC. History No change 131 26 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 21, 2026
SBI Securities Co., Ltd. History No change 134 26 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 22, 2026
TD Waterhouse Canada Inc. History No change 126 25 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 27, 2026
HARBOUR INVESTMENTS, INC. History No change 116 23 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 12, 2026
WELLINGTON-ALTUS USA INC. History No change 131 23 0.02% 0.02% 114 0 0.0% Q2 2026 Sep 17, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 108 21 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 89 17 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 05, 2026
AlphaCore Capital LLC History No change 83 16 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 06, 2026
NewEdge Advisors, LLC History No change 67 13 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 62 12 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 13, 2026
Darwin Wealth Management, LLC History No change 56 11 0.0% 0.0% 120 0 0.0% Q2 2026 Jul 21, 2026
NFSG Corp History No change 50 10 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 47 9 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 07, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 43 9 0.0% 0.0% 123 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 45 9 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 23, 2026
Russell Investments Group, Ltd. History No change 46 9 0.0% 0.0% 125 0 0.0% Q2 2026 Aug 06, 2026
Quaker Wealth Management, LLC History No change 46 9 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 24, 2026
Rachor Investment Advisory Services, LLC History No change 48 9 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 16, 2026
DecisionPoint Financial, LLC History No change 14 2 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 05, 2026
TRUST CO OF TOLEDO NA /OH/ History No change 6 1 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 16, 2026
Central Pacific Bank - Trust Division History No change 7 1 0.0% 0.0% 130 0 0.0% Q2 2026 Jul 07, 2026
Mondrian Investment Partners LTD History No change 4 0 — — — 0 0.0% Q2 2026 Jul 30, 2026