iSHARES TRUST - JXI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 120,786 | 9,499 | 0.0% | 0.0% | 1 | +77,865 | 181.41% | Q4 2025 | Feb 11, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 116,246 | 9,142 | 0.53% | 0.55% | 2 | -1,106 | -0.94% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 108,707 | 8,549 | 0.0% | 0.0% | 3 | +19,982 | 22.52% | Q4 2025 | Feb 13, 2026 |
| BARINGS LLC | History | No change | 102,707 | 8,077 | 0.15% | 0.15% | 4 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Guardian Partners Inc. | History | New | 52,100 | 4,097 | 0.33% | — | 5 | +52,100 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,480 | 2,633 | 0.0% | 0.0% | 6 | -435 | -1.28% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | New | 29,880 | 2,361 | 0.0% | — | 7 | +29,880 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 29,597 | 2,327 | 0.0% | 0.0% | 8 | +1,686 | 6.04% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 28,573 | 2,247 | 0.0% | 0.0% | 9 | +869 | 3.14% | Q4 2025 | Feb 17, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 28,600 | 2,246 | 0.07% | 0.07% | 10 | -1,000 | -3.38% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 24,850 | 1,954 | 0.0% | 0.0% | 11 | +1,822 | 7.91% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 22,295 | 1,753 | 0.04% | 0.04% | 12 | +917 | 4.29% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,583 | 1,618 | 0.0% | 0.0% | 13 | -32,140 | -60.96% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 20,251 | 1,592 | 0.0% | — | 14 | +20,251 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 19,467 | 1,530 | 0.0% | — | 15 | +19,467 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,723 | 1,393 | 0.01% | 0.01% | 16 | +587 | 3.43% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 17,279 | 1,358 | 0.0% | 0.0% | 17 | -1,304 | -7.02% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 16,402 | 1,290 | 0.0% | 0.0% | 18 | +8,103 | 97.64% | Q4 2025 | Feb 13, 2026 |
| J. Safra Sarasin Holding AG | History | New | 12,070 | 949 | 0.02% | — | 19 | +12,070 | New | Q4 2025 | Jan 15, 2026 |
| HRT FINANCIAL LP | History | New | 11,681 | 918 | 0.0% | — | 20 | +11,681 | New | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 9,887 | 777 | 0.0% | 0.0% | 21 | +1 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,556 | 751 | 0.01% | 0.0% | 22 | +3,048 | 46.83% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,342 | 734 | 0.0% | 0.0% | 23 | +307 | 3.4% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,092 | 715 | 0.0% | 0.0% | 24 | -196 | -2.11% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,056 | 712 | 0.0% | 0.0% | 25 | +4,004 | 79.26% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 8,653 | 680 | 0.0% | — | 26 | +8,653 | New | Q4 2025 | Feb 18, 2026 |
| LOM Asset Management Ltd | History | Added to | 8,221 | 646 | 0.19% | 0.19% | 27 | +165 | 2.05% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,876 | 619 | 0.0% | 0.0% | 28 | +630 | 8.69% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 7,001 | 550 | 0.0% | 0.0% | 29 | -253 | -3.49% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,743 | 530 | 0.0% | 0.0% | 30 | +34 | 0.51% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,127 | 481 | 0.0% | — | 31 | +6,115 | 50958.33% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,791 | 455 | 0.0% | 0.0% | 32 | +2,542 | 78.24% | Q4 2025 | Feb 05, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 5,753 | 452 | 0.02% | 0.02% | 33 | -141 | -2.39% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,650 | 444 | 0.0% | 0.0% | 34 | +1,811 | 47.17% | Q4 2025 | Feb 17, 2026 |
| Eagle Strategies LLC | History | No change | 5,242 | 412 | 0.05% | 0.05% | 35 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial & Tax Architects, LLC | History | New | 5,150 | 405 | 0.09% | — | 36 | +5,150 | New | Q4 2025 | Jan 21, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 4,775 | 375 | 0.26% | 0.23% | 37 | +523 | 12.3% | Q4 2025 | Jan 14, 2026 |
| Sightline Wealth Advisors, LLC | History | New | 4,681 | 368 | 0.16% | — | 38 | +4,681 | New | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,188 | 329 | 0.0% | 0.0% | 39 | -80 | -1.87% | Q4 2025 | Feb 17, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 3,900 | 306 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 3,886 | 305 | 0.0% | 0.0% | 41 | -305 | -7.28% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 3,746 | 294 | 0.0% | 0.0% | 42 | +337 | 9.89% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,622 | 284 | 0.0% | 0.0% | 43 | -3,229 | -47.13% | Q4 2025 | Feb 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,927 | 230 | 0.0% | 0.0% | 44 | +385 | 15.15% | Q4 2025 | Feb 05, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 2,632 | 207 | 0.12% | 0.13% | 45 | -118 | -4.29% | Q4 2025 | Feb 03, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,600 | 204 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,455 | 193 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 2,366 | 186 | 0.04% | 0.05% | 48 | +1 | 0.04% | Q4 2025 | Feb 27, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,143 | 168 | 0.0% | 0.0% | 49 | -81 | -3.64% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,790 | 140 | 0.0% | 0.0% | 50 | +394 | 28.22% | Q4 2025 | Mar 16, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 1,404 | 110 | 0.0% | 0.0% | 51 | +4 | 0.29% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 1,222 | 96 | 0.0% | 0.0% | 52 | +15 | 1.24% | Q4 2025 | Feb 17, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,100 | 86 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Bangor Savings Bank | History | No change | 965 | 75 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 850 | 66 | 0.0% | — | 55 | +850 | New | Q4 2025 | Jan 21, 2026 |
| Sava Infond d.o.o. | History | New | 800 | 62 | 0.01% | — | 56 | +800 | New | Q4 2025 | Jan 29, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 750 | 58 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | No change | 698 | 54 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 628 | 49 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 567 | 44 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Corient Private Wealth LLC | History | New | 21,740 | 36 | 0.0% | — | 61 | +21,740 | New | Q4 2025 | Mar 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 446 | 35 | 0.0% | 0.0% | 62 | -108 | -19.49% | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 385 | 30 | 0.0% | — | 63 | +385 | New | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 331 | 26 | 0.0% | 0.0% | 64 | +24 | 7.82% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | No change | 315 | 25 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 285 | 22 | 0.0% | — | 67 | +285 | New | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 281 | 22 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Addison Advisors LLC | History | Reduced | 260 | 20 | 0.0% | 0.01% | 69 | -26 | -9.09% | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | No change | 257 | 20 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 240 | 18 | 0.01% | — | 70 | +240 | New | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | New | 220 | 17 | 0.0% | — | 71 | +220 | New | Q4 2025 | Feb 11, 2026 |
| Sound Income Strategies, LLC | History | New | 125 | 10 | 0.0% | — | 72 | +125 | New | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | New | 114 | 8 | 0.0% | — | 73 | +114 | New | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | New | 110 | 8 | 0.0% | — | 74 | +110 | New | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 100 | 7 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 13 | 1 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,885 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,021 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -577 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q3 2025 | Nov 14, 2025 |