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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BIP Wealth, LLC | History | No change | 831,835 | 24,231 | 0.69% | 0.69% | 1 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J. L. Bainbridge & Co., Inc. | History | No change | 552,310 | 16,088 | 1.27% | 1.27% | 2 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 107,577 | 3,133 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FC Advisory LLC | History | Added to | 98,006 | 2,889 | 0.76% | 0.49% | 4 | +34,705 | 54.83% | Q3 2026 | Oct 05, 2026 |
| Client First Capital LLC | History | No change | 89,249 | 2,599 | 1.03% | 1.03% | 5 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 69,150 | 2,014 | 0.96% | 0.96% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 59,653 | 1,736 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 59,653 | 1,736 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 56,450 | 1,644 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Balboa Wealth Partners | History | No change | 53,797 | 1,567 | 0.21% | 0.21% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CRA Financial Services, LLC | History | No change | 37,836 | 1,102 | 0.13% | 0.13% | 11 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 37,034 | 1,078 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | No change | 36,295 | 1,057 | 0.08% | 0.08% | 13 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 34,501 | 1,005 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 32,454 | 945 | 2.16% | 2.16% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 31,344 | 913 | 0.39% | 0.39% | 16 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 30,451 | 887 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 29,595 | 862 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 29,463 | 858 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Grantvest Financial Group LLC | History | No change | 26,201 | 763 | 0.44% | 0.44% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Encompass More Asset Management | History | No change | 25,066 | 730 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 25,006 | 728 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 24,249 | 706 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cypress Wealth Services, LLC | History | No change | 21,997 | 640 | 0.08% | 0.08% | 24 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 21,067 | 613 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 20,429 | 595 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 20,445 | 595 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tradition Wealth Management, LLC | History | No change | 20,156 | 587 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NBZ Investment Advisors LLC | History | No change | 19,321 | 562 | 0.22% | 0.22% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 17,100 | 498 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Weaver Consulting Group | History | No change | 12,935 | 381 | 0.07% | 0.08% | 31 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| BCGM Wealth Management, LLC | History | No change | 13,045 | 379 | 0.08% | 0.08% | 32 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sigma Planning Corp | History | No change | 10,275 | 299 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Proficio Capital Partners LLC | History | No change | 9,995 | 291 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARS Investment Partners, LLC | History | No change | 9,960 | 290 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 9,671 | 281 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,434 | 245 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 7,939 | 231 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,278 | 212 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,384 | 158 | 0.0% | 0.0% | 40 | +2,470 | 84.76% | Q3 2026 | Oct 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,507 | 102 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EFG International AG | History | No change | 2,636 | 76 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 1,363 | 39 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,038 | 30 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 206 | 6 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 125 | 3 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |