iSHARES TRUST - JXI
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 141,301 | 12,199 | 0.0% | 0.0% | 1 | +32,594 | 29.98% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 138,361 | 11,946 | 0.04% | 0.0% | 2 | +135,906 | 5535.89% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 131,392 | 11,344 | 0.0% | 0.0% | 3 | +10,606 | 8.78% | Q1 2026 | May 06, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 129,313 | 11,164 | 0.62% | 0.53% | 4 | +13,067 | 11.24% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 112,984 | 9,755 | 0.0% | 0.0% | 5 | +84,411 | 295.42% | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | No change | 102,707 | 8,867 | 0.14% | 0.15% | 6 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 51,605 | 4,455 | 0.02% | 0.01% | 7 | +33,882 | 191.18% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 51,544 | 4,450 | 0.0% | 0.0% | 8 | +21,947 | 74.15% | Q1 2026 | May 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 41,860 | 3,614 | 0.4% | 0.03% | 9 | +37,960 | 973.33% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,010 | 2,850 | 0.0% | 0.0% | 10 | -470 | -1.4% | Q1 2026 | May 13, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 30,880 | 2,666 | 0.0% | 0.0% | 11 | +1,000 | 3.35% | Q1 2026 | May 14, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 26,300 | 2,270 | 0.06% | 0.07% | 12 | -2,300 | -8.04% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 22,760 | 1,965 | 0.0% | 0.0% | 13 | +13,668 | 150.33% | Q1 2026 | May 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 22,049 | 1,903 | 0.04% | 0.04% | 14 | -246 | -1.1% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | Added to | 20,162 | 1,740 | 0.0% | 0.0% | 15 | +2,883 | 16.68% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 19,948 | 1,722 | 0.0% | 0.0% | 16 | +3,546 | 21.62% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 18,937 | 1,635 | 0.0% | 0.0% | 17 | -5,913 | -23.79% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 16,303 | 1,408 | 0.0% | 0.0% | 18 | -3,164 | -16.25% | Q1 2026 | May 15, 2026 |
| Cumberland Partners Ltd | History | New | 14,613 | 1,261 | 0.1% | — | 19 | +14,613 | New | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,931 | 1,116 | 0.01% | 0.0% | 20 | +3,044 | 30.79% | Q1 2026 | Apr 24, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 12,631 | 1,090 | 0.02% | 0.02% | 21 | +561 | 4.65% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 11,776 | 1,017 | 0.03% | — | 22 | +11,776 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 11,251 | 971 | 0.0% | 0.0% | 23 | +4,508 | 66.85% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,926 | 943 | 0.0% | 0.0% | 24 | +1,870 | 20.65% | Q1 2026 | Apr 22, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 9,505 | 820 | 0.01% | — | 25 | +9,505 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 9,603 | 755 | 0.0% | 0.01% | 26 | +47 | 0.49% | Q1 2026 | May 15, 2026 |
| LOM Asset Management Ltd | History | Added to | 8,438 | 728 | 0.21% | 0.19% | 27 | +217 | 2.64% | Q1 2026 | May 05, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 8,212 | 709 | 0.46% | 0.26% | 28 | +3,437 | 71.98% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 8,025 | 692 | 0.0% | 0.0% | 29 | +149 | 1.89% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 7,929 | 684 | 0.0% | 0.0% | 30 | -724 | -8.37% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,741 | 668 | 0.0% | 0.0% | 31 | +740 | 10.57% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,537 | 650 | 0.0% | 0.0% | 32 | -1,805 | -19.32% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,026 | 594 | 0.0% | 0.0% | 33 | +1,376 | 24.35% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,821 | 503 | 0.0% | 0.0% | 34 | +30 | 0.52% | Q1 2026 | Apr 30, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 5,721 | 493 | 0.02% | 0.02% | 35 | -32 | -0.56% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Added to | 5,370 | 463 | 0.06% | 0.05% | 36 | +128 | 2.44% | Q1 2026 | Apr 20, 2026 |
| MATHER GROUP, LLC. | History | New | 5,098 | 440 | 0.0% | — | 37 | +5,098 | New | Q1 2026 | Apr 13, 2026 |
| Sava Infond d.o.o. | History | Added to | 4,600 | 397 | 0.06% | 0.01% | 38 | +3,800 | 475.0% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,400 | 379 | 0.0% | 0.0% | 39 | -15,851 | -78.27% | Q1 2026 | May 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 4,039 | 348 | 0.15% | 0.16% | 40 | -642 | -13.72% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,963 | 342 | 0.0% | 0.0% | 41 | -225 | -5.37% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | No change | 3,746 | 323 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,620 | 312 | 0.0% | 0.0% | 43 | -2 | -0.06% | Q1 2026 | Apr 27, 2026 |
| Belvedere Trading LLC | History | New | 3,000 | 259 | 0.0% | — | 44 | +3,000 | New | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 2,599 | 224 | 0.01% | — | 46 | +2,599 | New | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,600 | 224 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,542 | 219 | 0.0% | 0.0% | 47 | -385 | -13.15% | Q1 2026 | May 06, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 2,444 | 211 | 0.12% | 0.12% | 48 | -188 | -7.14% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,368 | 204 | 0.01% | 0.0% | 49 | +225 | 10.5% | Q1 2026 | Apr 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 2,366 | 204 | 0.05% | 0.04% | 50 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 1,800 | 155 | 0.0% | — | 51 | +1,800 | New | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,790 | 154 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,600 | 138 | 0.01% | — | 53 | +1,600 | New | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,482 | 127 | 0.0% | 0.0% | 54 | -4,645 | -75.81% | Q1 2026 | May 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,404 | 121 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 1,228 | 106 | 0.0% | 0.0% | 56 | +6 | 0.49% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 1,100 | 94 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 979 | 84 | 0.0% | 0.0% | 58 | +698 | 248.4% | Q1 2026 | May 01, 2026 |
| Bangor Savings Bank | History | Reduced | 900 | 77 | 0.01% | 0.01% | 59 | -65 | -6.74% | Q1 2026 | Apr 01, 2026 |
| Allworth Financial LP | History | Added to | 867 | 74 | 0.0% | 0.0% | 60 | +582 | 204.21% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | No change | 750 | 64 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 698 | 54 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 628 | 54 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 578 | 49 | 0.0% | — | 65 | +578 | New | Q1 2026 | May 19, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 567 | 49 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 469 | 40 | 0.0% | 0.0% | 66 | +355 | 311.4% | Q1 2026 | May 13, 2026 |
| Solstein Capital, LLC | History | New | 460 | 39 | 0.02% | — | 67 | +460 | New | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 385 | 33 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Added to | 366 | 32 | 0.0% | 0.0% | 69 | +35 | 10.57% | Q1 2026 | Apr 06, 2026 |
| CWM, LLC | History | No change | 315 | 27 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 303 | 26 | 0.0% | 0.0% | 71 | +203 | 203.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 268 | 22 | 0.0% | 0.0% | 72 | +48 | 21.82% | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 257 | 22 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Addison Advisors LLC | History | No change | 260 | 22 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 240 | 20 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Capital Analysts, LLC | History | New | 220 | 19 | 0.0% | — | 76 | +220 | New | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 176 | 15 | 0.0% | — | 77 | +176 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 125 | 10 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 110 | 9 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Copia Wealth Management | History | New | 63 | 5 | 0.0% | — | 80 | +63 | New | Q1 2026 | May 04, 2026 |
| Guardian Partners Inc. | History | Closed out | 0 | 0 | — | 0.33% | — | -52,100 | -100.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,740 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,583 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,681 | -100.0% | Q1 2026 | May 14, 2026 |
| Financial & Tax Architects, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,150 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,886 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -850 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -446 | -100.0% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -191 | -100.0% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 14, 2026 |