iSHARES TRUST - MAXJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | History | Reduced | 951,277 | 26,820 | 2.16% | 2.25% | 1 | -11,409 | -1.19% | Q4 2025 | Jan 14, 2026 |
| BIP Wealth, LLC | History | Added to | 916,971 | 25,853 | 0.91% | 0.02% | 2 | +899,424 | 5125.8% | Q4 2025 | Jan 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 126,405 | 3,563 | 0.0% | 0.0% | 3 | +516 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Encompass More Asset Management | History | Reduced | 113,231 | 3,192 | 0.59% | 0.61% | 4 | -218 | -0.19% | Q4 2025 | Feb 03, 2026 |
| Client First Capital LLC | History | Added to | 77,248 | 2,177 | 0.92% | 0.95% | 5 | +861 | 1.13% | Q4 2025 | Jan 26, 2026 |
| FC Advisory LLC | History | Reduced | 76,339 | 2,152 | 0.62% | 0.64% | 6 | -1,301 | -1.68% | Q4 2025 | Jan 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 71,765 | 2,023 | 0.05% | 0.04% | 7 | +11,296 | 18.68% | Q4 2025 | Jan 29, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 68,250 | 1,924 | 1.05% | 1.08% | 8 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Balboa Wealth Partners | History | Reduced | 68,109 | 1,920 | 0.32% | 0.36% | 9 | -6,750 | -9.02% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 60,441 | 1,704 | 0.0% | 0.0% | 10 | -421 | -0.69% | Q4 2025 | Feb 06, 2026 |
| CRA Financial Services, LLC | History | Reduced | 41,236 | 1,162 | 0.15% | 0.16% | 11 | -1,090 | -2.58% | Q4 2025 | Jan 16, 2026 |
| Crewe Advisors LLC | History | No change | 36,295 | 1,023 | 0.09% | 0.1% | 12 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 35,867 | 1,011 | 0.11% | 0.11% | 13 | -250 | -0.69% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 35,265 | 994 | 0.0% | 0.01% | 14 | -7,491 | -17.52% | Q4 2025 | Feb 13, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Added to | 34,454 | 971 | 2.29% | 2.37% | 15 | +41 | 0.12% | Q4 2025 | Feb 05, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 33,277 | 938 | 0.6% | 0.73% | 16 | -4,518 | -11.95% | Q4 2025 | Feb 02, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 30,080 | 848 | 0.0% | 0.0% | 17 | -27,837 | -48.06% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 29,621 | 835 | 0.01% | 0.02% | 18 | -2,210 | -6.94% | Q4 2025 | Feb 19, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 29,067 | 819 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 25,417 | 716 | 0.01% | 0.01% | 20 | +9,879 | 63.58% | Q4 2025 | Feb 10, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 21,997 | 620 | 0.09% | 0.1% | 21 | +183 | 0.84% | Q4 2025 | Jan 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 20,195 | 569 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 19,507 | 549 | 0.0% | 0.0% | 23 | -3,977 | -16.93% | Q4 2025 | Feb 17, 2026 |
| NBZ Investment Advisors LLC | History | Reduced | 19,326 | 544 | 0.24% | 0.37% | 24 | -5,839 | -23.2% | Q4 2025 | Feb 03, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 19,095 | 538 | 0.01% | 0.01% | 25 | -999 | -4.97% | Q4 2025 | Feb 13, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Reduced | 18,983 | 535 | 0.23% | 0.26% | 26 | -2,682 | -12.38% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | New | 18,258 | 514 | 0.0% | — | 27 | +18,258 | New | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,718 | 471 | 0.0% | 0.0% | 28 | -23,473 | -58.4% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 15,980 | 450 | 0.01% | 0.02% | 29 | -19,709 | -55.22% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 15,023 | 423 | 0.0% | 0.0% | 30 | -485 | -3.13% | Q4 2025 | Feb 11, 2026 |
| Weaver Consulting Group | History | No change | 13,500 | 380 | 0.09% | 0.1% | 31 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 13,045 | 367 | 0.09% | 0.09% | 32 | +101 | 0.78% | Q4 2025 | Jan 07, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 10,817 | 304 | 0.01% | 0.01% | 33 | +108 | 1.01% | Q4 2025 | Feb 13, 2026 |
| Proficio Capital Partners LLC | History | No change | 10,380 | 292 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ARS Investment Partners, LLC | History | No change | 9,960 | 280 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 9,606 | 270 | 0.01% | 0.02% | 36 | -18,604 | -65.95% | Q4 2025 | Feb 17, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 7,939 | 223 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,278 | 205 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 3,540 | 99 | 0.0% | — | 39 | +3,540 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,507 | 98 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EFG International AG | History | New | 2,636 | 74 | 0.0% | — | 41 | +2,636 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,138 | 32 | 0.0% | 0.0% | 42 | +110 | 10.7% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,151 | 32 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 902 | 25 | 0.0% | — | 44 | +902 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | No change | 844 | 24 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 478 | 13 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | No change | 86 | 2 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | No change | 50 | 1 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 1.12% | — | -914,386 | -100.0% | Q3 2025 | Oct 23, 2025 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -83,829 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Crown Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -31,244 | -100.0% | Q3 2025 | Oct 22, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,990 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -2,850 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,436 | -100.0% | Q3 2025 | Nov 18, 2025 |