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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RMG Wealth Management LLC | History | New | 567,119 | 28,921 | 3.75% | — | 1 | +567,119 | New | Q4 2025 | Jan 29, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 186,204 | 18,854 | 2.37% | 2.22% | 2 | +5,968 | 3.31% | Q4 2025 | Jan 14, 2026 |
| MORGAN STANLEY | History | Reduced | 143,089 | 13,828 | 0.0% | 0.0% | 3 | -7,352 | -4.89% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 105,893 | 10,233 | 0.01% | 0.01% | 4 | +353 | 0.33% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 74,682 | 7,217 | 0.0% | 0.0% | 5 | -830 | -1.1% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 63,162 | 6,103 | 0.0% | 0.0% | 6 | -615 | -0.96% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 32,388 | 3,129 | 0.0% | 0.0% | 7 | +805 | 2.55% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 28,429 | 2,747 | 0.0% | 0.0% | 8 | +5,507 | 24.02% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 27,172 | 2,625 | 0.03% | — | 9 | +27,172 | New | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | Added to | 25,839 | 2,497 | 0.0% | 0.0% | 10 | +3,978 | 18.2% | Q4 2025 | Jan 29, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 25,738 | 2,487 | 0.07% | 0.06% | 11 | +921 | 3.71% | Q4 2025 | Jan 28, 2026 |
| PALLADIEM, LLC | History | New | 23,052 | 2,246 | 2.13% | — | 12 | +23,052 | New | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,167 | 1,659 | 0.0% | 0.0% | 13 | -5,590 | -24.56% | Q4 2025 | Feb 17, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Reduced | 16,918 | 1,634 | 0.56% | 0.52% | 14 | -70 | -0.41% | Q4 2025 | Feb 09, 2026 |
| UMB Bank, n.a. | History | New | 16,248 | 1,570 | 0.02% | — | 15 | +16,248 | New | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,519 | 1,306 | 0.01% | 0.0% | 16 | +4,026 | 42.41% | Q4 2025 | Feb 17, 2026 |
| J. Safra Sarasin Holding AG | History | New | 13,502 | 1,304 | 0.02% | — | 17 | +13,502 | New | Q4 2025 | Jan 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,537 | 1,114 | 0.02% | 0.02% | 18 | -532 | -4.41% | Q4 2025 | Feb 02, 2026 |
| Sava Infond d.o.o. | History | Added to | 10,100 | 976 | 0.13% | 0.09% | 19 | +3,300 | 48.53% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,096 | 782 | 0.0% | 0.0% | 20 | -59 | -0.72% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,853 | 760 | 0.0% | 0.0% | 21 | +129 | 1.67% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,653 | 643 | 0.0% | 0.0% | 22 | -658 | -9.0% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,190 | 598 | 0.01% | 0.01% | 23 | +2,439 | 65.02% | Q4 2025 | Jan 16, 2026 |
| Cresset Asset Management, LLC | History | Added to | 5,929 | 573 | 0.0% | 0.0% | 24 | +1,119 | 23.26% | Q4 2025 | Feb 17, 2026 |
| Climber Capital SA | History | New | 6,048 | 543 | 0.35% | — | 25 | +6,048 | New | Q4 2025 | Feb 03, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 5,503 | 531 | 0.0% | 0.0% | 26 | -417 | -7.04% | Q4 2025 | Feb 09, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,364 | 518 | 0.02% | 0.0% | 27 | +5,079 | 1782.11% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Reduced | 5,024 | 485 | 0.0% | 0.0% | 28 | -2,235 | -30.79% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,853 | 469 | 0.02% | 0.02% | 29 | -1,189 | -19.68% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,487 | 433 | 0.0% | 0.0% | 30 | +397 | 9.71% | Q4 2025 | Feb 18, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | No change | 4,283 | 413 | 0.09% | 0.13% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,080 | 394 | 0.0% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 3,899 | 376 | 0.0% | 0.0% | 33 | -148 | -3.66% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 3,684 | 355 | 0.0% | 0.0% | 34 | -48 | -1.29% | Q4 2025 | Jan 21, 2026 |
| VIAWEALTH, LLC | History | Added to | 3,669 | 354 | 0.2% | 0.18% | 35 | +25 | 0.69% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,578 | 345 | 0.0% | 0.0% | 36 | +80 | 2.29% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 3,572 | 345 | 0.24% | 0.23% | 37 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 3,450 | 333 | 0.18% | 0.2% | 38 | -600 | -14.81% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,347 | 324 | 0.0% | — | 39 | +3,347 | New | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | No change | 3,195 | 308 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | No change | 3,030 | 293 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,686 | 259 | 0.0% | 0.0% | 42 | +13 | 0.49% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,429 | 235 | 0.0% | 0.0% | 43 | -991 | -28.98% | Q4 2025 | Jan 05, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,300 | 222 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 2,244 | 216 | 0.0% | — | 45 | +2,244 | New | Q4 2025 | Feb 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 2,162 | 210 | 0.0% | — | 46 | +2,162 | New | Q4 2025 | Feb 18, 2026 |
| NORTHERN TRUST CORP | History | New | 2,168 | 209 | 0.0% | — | 47 | +2,168 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,087 | 201 | 0.0% | 0.0% | 48 | +615 | 41.78% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 1,946 | 188 | 0.0% | 0.0% | 49 | -326 | -14.35% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,820 | 175 | 0.0% | 0.0% | 50 | -22 | -1.19% | Q4 2025 | Mar 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,703 | 164 | 0.0% | 0.0% | 51 | +1,178 | 224.38% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Reduced | 1,596 | 154 | 0.0% | 0.0% | 52 | -22 | -1.36% | Q4 2025 | Jan 26, 2026 |
| YANKCOM Partnership | History | No change | 1,589 | 153 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | Added to | 1,260 | 122 | 0.0% | 0.0% | 54 | +997 | 379.09% | Q4 2025 | Feb 02, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,246 | 120 | 0.01% | 0.0% | 55 | +706 | 130.74% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | No change | 1,094 | 105 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 985 | 95 | 0.0% | 0.0% | 58 | +164 | 19.98% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 987 | 95 | 0.0% | 0.0% | 57 | +8 | 0.82% | Q4 2025 | Feb 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 818 | 79 | 0.01% | — | 59 | +818 | New | Q4 2025 | Feb 09, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 802 | 77 | 0.01% | 0.01% | 61 | +6 | 0.75% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 798 | 77 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 768 | 74 | 0.0% | — | 62 | +768 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 663 | 64 | 0.0% | 0.0% | 63 | +206 | 45.08% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 597 | 57 | 0.0% | 0.0% | 64 | +54 | 9.94% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 559 | 54 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 463 | 44 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 442 | 43 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF VERMONT | History | No change | 376 | 36 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AE Wealth Management LLC | History | No change | 334 | 32 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | No change | 330 | 31 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Front Row Advisors LLC | History | No change | 308 | 29 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SYM FINANCIAL Corp | History | Added to | 298 | 28 | 0.0% | 0.0% | 72 | +2 | 0.68% | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | New | 267 | 25 | 0.01% | — | 73 | +267 | New | Q4 2025 | Jan 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 215 | 20 | 0.0% | 0.0% | 74 | +2 | 0.94% | Q4 2025 | Feb 20, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 200 | 19 | 0.0% | 0.0% | 75 | -22 | -9.91% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 199 | 19 | 0.0% | 0.0% | 76 | -12 | -5.69% | Q4 2025 | Feb 03, 2026 |
| EPG Wealth Management LLC | History | Added to | 179 | 17 | 0.0% | 0.0% | 77 | +1 | 0.56% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 150 | 14 | 0.0% | — | 78 | +150 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 144 | 14 | 0.0% | 0.0% | 79 | +38 | 35.85% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | No change | 104 | 10 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 60 | 5 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 50 | 4 | 0.0% | 0.0% | 83 | +15 | 42.86% | Q4 2025 | Feb 18, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 36 | 3 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 22 | 2 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 10 | 1 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -21,428 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,427 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,357 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -627 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -259 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SIMPLEX TRADING, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q4 2025 | Feb 17, 2026 |