iSHARES TRUST - MAXJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | History | Reduced | 902,170 | 25,404 | 2.26% | 2.16% | 1 | -49,107 | -5.16% | Q1 2026 | Apr 22, 2026 |
| BIP Wealth, LLC | History | Reduced | 900,592 | 25,360 | 1.03% | 0.91% | 2 | -16,379 | -1.79% | Q1 2026 | Apr 27, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 92,109 | 2,593 | 0.33% | — | 3 | +92,109 | New | Q1 2026 | May 18, 2026 |
| Client First Capital LLC | History | Added to | 90,423 | 2,546 | 1.1% | 0.92% | 4 | +13,175 | 17.06% | Q1 2026 | Apr 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 74,693 | 2,103 | 0.05% | 0.05% | 5 | +2,928 | 4.08% | Q1 2026 | May 11, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 69,150 | 1,947 | 1.05% | 1.05% | 6 | +900 | 1.32% | Q1 2026 | May 12, 2026 |
| FC Advisory LLC | History | Reduced | 64,553 | 1,817 | 0.53% | 0.62% | 7 | -11,786 | -15.44% | Q1 2026 | Apr 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 59,217 | 1,667 | 0.0% | 0.0% | 8 | -1,224 | -2.03% | Q1 2026 | May 05, 2026 |
| Balboa Wealth Partners | History | Reduced | 53,797 | 1,514 | 0.25% | 0.32% | 9 | -14,312 | -21.01% | Q1 2026 | Apr 16, 2026 |
| CRA Financial Services, LLC | History | Reduced | 40,336 | 1,135 | 0.15% | 0.15% | 10 | -900 | -2.18% | Q1 2026 | Apr 09, 2026 |
| Crewe Advisors LLC | History | No change | 36,295 | 1,022 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,950 | 984 | 0.0% | 0.0% | 12 | +4,870 | 16.19% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 33,854 | 953 | 0.0% | 0.0% | 13 | -1,411 | -4.0% | Q1 2026 | Apr 30, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 32,607 | 918 | 0.59% | 0.6% | 14 | -670 | -2.01% | Q1 2026 | May 11, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 32,454 | 913 | 2.29% | 2.29% | 15 | -2,000 | -5.8% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 32,235 | 907 | 0.0% | 0.0% | 16 | -94,170 | -74.5% | Q1 2026 | Apr 27, 2026 |
| Encompass More Asset Management | History | Reduced | 30,177 | 849 | 0.14% | 0.59% | 17 | -83,054 | -73.35% | Q1 2026 | Apr 28, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 26,252 | 739 | 0.06% | 0.07% | 18 | -2,815 | -9.68% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Added to | 24,853 | 699 | 0.0% | 0.0% | 19 | +5,346 | 27.41% | Q1 2026 | May 13, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 23,067 | 649 | 0.07% | 0.11% | 20 | -12,800 | -35.69% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 22,185 | 624 | 0.01% | 0.01% | 21 | -3,232 | -12.72% | Q1 2026 | May 11, 2026 |
| Cypress Wealth Services, LLC | History | No change | 21,997 | 619 | 0.09% | 0.09% | 22 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 20,156 | 567 | 0.04% | 0.04% | 23 | -39 | -0.19% | Q1 2026 | May 15, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 19,321 | 544 | 0.24% | 0.24% | 24 | -5 | -0.03% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 19,095 | 537 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 19,009 | 535 | 0.26% | 0.23% | 26 | +26 | 0.14% | Q1 2026 | Apr 28, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 18,909 | 532 | 0.01% | 0.01% | 27 | +2,929 | 18.33% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 18,832 | 530 | 0.0% | — | 28 | +18,832 | New | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 18,414 | 518 | 0.0% | 0.0% | 29 | +156 | 0.85% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,418 | 434 | 0.0% | 0.0% | 30 | -1,300 | -7.78% | Q1 2026 | May 15, 2026 |
| Weaver Consulting Group | History | No change | 13,500 | 380 | 0.09% | 0.09% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 13,223 | 372 | 0.0% | 0.0% | 32 | -1,800 | -11.98% | Q1 2026 | May 06, 2026 |
| BCGM Wealth Management, LLC | History | No change | 13,045 | 367 | 0.09% | 0.09% | 33 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Proficio Capital Partners LLC | History | No change | 10,380 | 292 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARS Investment Partners, LLC | History | No change | 9,960 | 280 | 0.01% | 0.02% | 35 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sigma Planning Corp | History | New | 8,928 | 251 | 0.01% | — | 36 | +8,928 | New | Q1 2026 | May 04, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 7,939 | 223 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,278 | 204 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,507 | 98 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,941 | 83 | 0.0% | 0.0% | 40 | +1,790 | 155.52% | Q1 2026 | Apr 07, 2026 |
| EFG International AG | History | No change | 2,636 | 74 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,436 | 40 | 0.0% | — | 42 | +1,436 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 900 | 25 | 0.0% | 0.0% | 43 | -2 | -0.22% | Q1 2026 | May 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 478 | 13 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Reduced | 75 | 2 | 0.0% | 0.0% | 45 | -769 | -91.11% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | No change | 86 | 2 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 50 | 1 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,621 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,817 | -100.0% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,606 | -100.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -3,540 | -100.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 20 | 0 | — | 0.0% | — | -1,118 | -98.24% | Q1 2026 | May 15, 2026 |