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 | Reduced | 831,835 | 24,231 | 0.69% | 1.03% | 1 | -68,757 | -7.63% | Q2 2026 | Aug 03, 2026 |
| J. L. Bainbridge & Co., Inc. | History | Reduced | 552,310 | 16,088 | 1.27% | 2.26% | 2 | -349,860 | -38.78% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 107,577 | 3,133 | 0.07% | 0.05% | 3 | +32,884 | 44.03% | Q2 2026 | Jul 29, 2026 |
| Client First Capital LLC | History | Reduced | 89,249 | 2,599 | 1.03% | 1.1% | 4 | -1,174 | -1.3% | Q2 2026 | Jul 10, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 69,150 | 2,014 | 0.96% | 1.05% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FC Advisory LLC | History | Reduced | 63,301 | 1,843 | 0.49% | 0.53% | 6 | -1,252 | -1.94% | Q2 2026 | Jul 09, 2026 |
| Diversify Advisory Services, LLC | History | New | 59,653 | 1,736 | 0.03% | — | 7 | +59,653 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 59,653 | 1,736 | 0.03% | — | 8 | +59,653 | New | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 56,450 | 1,644 | 0.0% | 0.0% | 9 | -2,767 | -4.67% | Q2 2026 | Aug 05, 2026 |
| Balboa Wealth Partners | History | No change | 53,797 | 1,567 | 0.21% | 0.25% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CRA Financial Services, LLC | History | Reduced | 37,836 | 1,102 | 0.13% | 0.15% | 11 | -2,500 | -6.2% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | Added to | 37,034 | 1,078 | 0.0% | 0.0% | 12 | +12,181 | 49.01% | Q2 2026 | Aug 12, 2026 |
| Crewe Advisors LLC | History | No change | 36,295 | 1,057 | 0.08% | 0.09% | 13 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 34,501 | 1,005 | 0.0% | 0.0% | 14 | -449 | -1.28% | Q2 2026 | Sep 02, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | No change | 32,454 | 945 | 2.16% | 2.29% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | Added to | 31,344 | 913 | 0.39% | 0.26% | 16 | +12,335 | 64.89% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 30,451 | 887 | 0.0% | 0.0% | 17 | -3,403 | -10.05% | Q2 2026 | Jul 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 29,595 | 862 | 0.01% | — | 18 | +29,595 | New | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 29,463 | 858 | 0.0% | 0.0% | 19 | -2,772 | -8.6% | Q2 2026 | Jul 29, 2026 |
| Grantvest Financial Group LLC | History | Reduced | 26,201 | 763 | 0.44% | 0.59% | 20 | -6,406 | -19.65% | Q2 2026 | Aug 07, 2026 |
| Encompass More Asset Management | History | Reduced | 25,066 | 730 | 0.11% | 0.14% | 21 | -5,111 | -16.94% | Q2 2026 | Jul 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 25,006 | 728 | 0.0% | 0.0% | 22 | +6,592 | 35.8% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 24,249 | 706 | 0.05% | 0.06% | 23 | -2,003 | -7.63% | Q2 2026 | Jul 17, 2026 |
| Cypress Wealth Services, LLC | History | No change | 21,997 | 640 | 0.08% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 21,067 | 613 | 0.07% | 0.07% | 25 | -2,000 | -8.67% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,429 | 595 | 0.0% | 0.0% | 26 | +1,597 | 8.48% | Q2 2026 | Sep 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 20,445 | 595 | 0.01% | 0.01% | 27 | +1,350 | 7.07% | 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% | 0.24% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 17,100 | 498 | 0.0% | 0.0% | 30 | +3,877 | 29.32% | Q2 2026 | Aug 07, 2026 |
| BCGM Wealth Management, LLC | History | No change | 13,045 | 379 | 0.08% | 0.09% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Weaver Consulting Group | History | Reduced | 12,935 | 376 | 0.08% | 0.09% | 32 | -565 | -4.19% | Q2 2026 | Jul 29, 2026 |
| Sigma Planning Corp | History | Added to | 10,275 | 299 | 0.01% | 0.01% | 33 | +1,347 | 15.09% | Q2 2026 | Aug 07, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 9,995 | 291 | 0.01% | 0.02% | 34 | -385 | -3.71% | 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 | New | 9,671 | 281 | 0.01% | — | 36 | +9,671 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,434 | 245 | 0.0% | 0.0% | 37 | -6,984 | -45.3% | 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 |
| Geneos Wealth Management Inc. | History | No change | 3,507 | 102 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,914 | 84 | 0.0% | 0.0% | 41 | -27 | -0.92% | Q2 2026 | Jul 17, 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 | New | 1,363 | 39 | 0.0% | — | 43 | +1,363 | New | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,038 | 30 | 0.0% | — | 44 | +1,018 | 5090.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 206 | 6 | 0.0% | 0.0% | 45 | +120 | 139.53% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | Added to | 125 | 3 | 0.0% | 0.0% | 46 | +75 | 150.0% | Q2 2026 | Jul 20, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -92,109 | -100.0% | Q2 2026 | Jul 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,185 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,909 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,436 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -478 | -100.0% | Q2 2026 | Jul 20, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 14, 2026 |