iSHARES TRUST - MXI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pathway Financial Advisors LLC | History | No change | 185,828 | 20,028 | 2.34% | 2.34% | 1 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Pictet Asset Management Holding SA | History | No change | 188,700 | 19,924 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | No change | 146,880 | 15,545 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 99,930 | 10,576 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 85,698 | 9,070 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 64,036 | 6,777 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 63,551 | 6,726 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Banco Santander, S.A. | History | No change | 46,430 | 4,914 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 40,768 | 4,314 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PALLADIEM, LLC | History | No change | 37,305 | 3,948 | 3.83% | 3.83% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | No change | 26,980 | 2,855 | 0.87% | 0.87% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 24,962 | 2,641 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 22,615 | 2,393 | 0.23% | 0.23% | 13 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 21,935 | 2,321 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 18,352 | 1,942 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 17,376 | 1,839 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UMB Bank, n.a. | History | No change | 15,787 | 1,670 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 14,593 | 1,544 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 14,252 | 1,513 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 14,082 | 1,490 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JANE STREET GROUP, LLC | History | No change | 12,576 | 1,331 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 12,219 | 1,293 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,601 | 1,227 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sava Infond d.o.o. | History | No change | 11,500 | 1,217 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Solstein Capital, LLC | History | No change | 9,133 | 966 | 0.33% | 0.33% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 8,774 | 929 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7,466 | 793 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 7,312 | 773 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 6,897 | 731 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 6,855 | 725 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 6,678 | 706 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 6,518 | 690 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Climber Capital SA | History | No change | 6,203 | 655 | 0.4% | 0.4% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cetera Investment Advisers | History | No change | 6,169 | 652 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 6,024 | 637 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Verity Asset Management, Inc. | History | No change | 5,761 | 609 | 0.23% | 0.23% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,722 | 605 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,104 | 540 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vontobel Holding Ltd. | History | No change | 5,000 | 529 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fisher Asset Management, LLC | History | No change | 4,791 | 507 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | No change | 4,675 | 494 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFI Infinity Ltd. | History | No change | 4,641 | 491 | 0.15% | 0.15% | 42 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PW Nova Financial Services LLC | History | No change | 4,643 | 491 | 0.11% | 0.11% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Waverly Advisors, LLC | History | No change | 4,582 | 484 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,393 | 464 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 4,265 | 451 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 4,227 | 447 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 3,883 | 410 | 0.14% | 0.14% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIAWEALTH, LLC | History | No change | 3,807 | 402 | 0.2% | 0.2% | 49 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 3,783 | 400 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 3,707 | 392 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 3,685 | 390 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 3,572 | 378 | 0.24% | 0.24% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 3,484 | 368 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belvedere Trading LLC | History | No change | 3,460 | 366 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 3,450 | 365 | 0.14% | 0.14% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,064 | 324 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BESSEMER GROUP INC | History | No change | 3,030 | 321 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,942 | 311 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtu Financial LLC | History | No change | 2,689 | 285 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,541 | 268 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,300 | 243 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,168 | 229 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2,170 | 229 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,050 | 217 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HRT FINANCIAL LP | History | No change | 1,981 | 209 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | No change | 1,952 | 206 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,872 | 198 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,770 | 187 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YANKCOM Partnership | History | No change | 1,589 | 168 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CX Institutional | History | Added to | 952 | 102 | 0.0% | 0.0% | 71 | +11 | 1.17% | Q3 2026 | Oct 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 946 | 100 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 911 | 96 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 810 | 85 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FMR LLC | History | No change | 696 | 73 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Preferred, LLC | History | No change | 682 | 73 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 675 | 71 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 510 | 53 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 376 | 39 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| US BANCORP \DE\ | History | No change | 330 | 34 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Front Row Advisors LLC | History | No change | 308 | 34 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYM FINANCIAL Corp | History | No change | 301 | 31 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AE Wealth Management LLC | History | No change | 299 | 31 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LRI Investments, LLC | History | No change | 300 | 31 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 287 | 30 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 267 | 28 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lodestone Wealth Management LLC | History | No change | 267 | 28 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 198 | 20 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EPG Wealth Management LLC | History | No change | 181 | 19 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 163 | 17 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| IFP Advisors, Inc | History | No change | 104 | 11 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 60 | 6 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vision Retirement, LLC | History | No change | 65 | 6 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 45 | 4 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 36 | 3 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 22 | 2 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 26 | 2 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 25 | 2 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 10 | 1 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blue Trust, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |