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 | Reduced | 185,669 | 19,933 | 2.47% | 2.37% | 1 | -535 | -0.29% | Q1 2026 | Apr 07, 2026 |
| MORGAN STANLEY | History | Added to | 145,048 | 15,407 | 0.0% | 0.0% | 2 | +1,959 | 1.37% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 117,422 | 12,472 | 0.0% | 0.0% | 3 | +42,740 | 57.23% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 106,554 | 11,317 | 0.01% | 0.01% | 4 | +661 | 0.62% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 95,370 | 10,130 | 0.0% | 0.0% | 5 | +62,982 | 194.46% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 63,588 | 6,754 | 0.0% | 0.0% | 6 | +426 | 0.67% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 47,951 | 5,093 | 0.0% | — | 7 | +47,951 | New | Q1 2026 | May 12, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 35,538 | 3,774 | 0.1% | 0.07% | 8 | +9,800 | 38.08% | Q1 2026 | Apr 28, 2026 |
| Banco Santander, S.A. | History | New | 35,188 | 3,737 | 0.03% | — | 9 | +35,188 | New | Q1 2026 | May 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 31,315 | 3,326 | 0.04% | 0.03% | 10 | +4,143 | 15.25% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 26,841 | 2,851 | 0.09% | — | 11 | +26,841 | New | Q1 2026 | May 15, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | Added to | 24,793 | 2,633 | 0.87% | 0.56% | 12 | +7,875 | 46.55% | Q1 2026 | May 14, 2026 |
| PALLADIEM, LLC | History | Reduced | 22,544 | 2,512 | 2.4% | 2.13% | 13 | -508 | -2.2% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,425 | 2,488 | 0.0% | 0.0% | 14 | +20,739 | 772.11% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Reduced | 22,545 | 2,394 | 0.0% | 0.0% | 15 | -3,294 | -12.75% | Q1 2026 | May 05, 2026 |
| Financial Management Professionals, Inc. | History | New | 20,034 | 2,128 | 0.24% | — | 16 | +20,034 | New | Q1 2026 | Apr 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 19,665 | 2,088 | 0.01% | — | 17 | +19,665 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,415 | 1,743 | 0.0% | 0.0% | 18 | -12,014 | -42.26% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 15,820 | 1,680 | 0.02% | 0.02% | 19 | -428 | -2.63% | Q1 2026 | May 11, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 14,252 | 1,513 | 0.03% | 0.02% | 20 | +750 | 5.55% | Q1 2026 | May 04, 2026 |
| Sava Infond d.o.o. | History | Added to | 13,300 | 1,412 | 0.2% | 0.13% | 21 | +3,200 | 31.68% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 14,134 | 1,365 | 0.01% | 0.0% | 22 | +10,235 | 262.5% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,540 | 1,332 | 0.01% | 0.01% | 23 | -979 | -7.24% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 11,334 | 1,203 | 0.03% | 0.02% | 24 | -203 | -1.76% | Q1 2026 | May 01, 2026 |
| GTS SECURITIES LLC | History | New | 8,378 | 889 | 0.03% | — | 25 | +8,378 | New | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,932 | 843 | 0.0% | 0.0% | 26 | +79 | 1.01% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,536 | 800 | 0.0% | 0.0% | 27 | +4,189 | 125.16% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,146 | 759 | 0.0% | 0.0% | 28 | -950 | -11.73% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | New | 6,769 | 719 | 0.03% | — | 29 | +6,769 | New | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,596 | 701 | 0.0% | 0.0% | 30 | -57 | -0.86% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,590 | 699 | 0.01% | 0.01% | 31 | +400 | 6.46% | Q1 2026 | Apr 10, 2026 |
| Climber Capital SA | History | No change | 6,048 | 642 | 0.42% | 0.35% | 32 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | New | 5,526 | 587 | 0.0% | — | 33 | +5,526 | New | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 5,277 | 560 | 0.02% | 0.02% | 34 | -87 | -1.62% | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | New | 5,000 | 531 | 0.0% | — | 35 | +5,000 | New | Q1 2026 | May 08, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 4,961 | 527 | 0.0% | 0.0% | 36 | -542 | -9.85% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 4,835 | 513 | 0.0% | — | 37 | +4,835 | New | Q1 2026 | May 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 4,740 | 503 | 0.0% | 0.0% | 38 | +2,578 | 119.24% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 4,692 | 498 | 0.0% | 0.0% | 39 | -332 | -6.61% | Q1 2026 | May 12, 2026 |
| BFI Infinity Ltd. | History | New | 4,641 | 492 | 0.28% | — | 40 | +4,641 | New | Q1 2026 | Apr 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,361 | 463 | 0.0% | 0.0% | 41 | -126 | -2.81% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,251 | 451 | 0.0% | 0.0% | 42 | -12,916 | -75.24% | Q1 2026 | May 15, 2026 |
| Verity Asset Management, Inc. | History | New | 4,247 | 451 | 0.19% | — | 43 | +4,247 | New | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,138 | 446 | 0.0% | 0.0% | 44 | +2,435 | 142.98% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,248 | 433 | 0.0% | 0.0% | 45 | +2,161 | 103.55% | Q1 2026 | May 15, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 4,083 | 433 | 0.13% | 0.09% | 47 | -200 | -4.67% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,080 | 433 | 0.01% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 3,999 | 424 | 0.02% | 0.02% | 48 | -854 | -17.6% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 3,784 | 401 | 0.0% | 0.0% | 49 | +100 | 2.71% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,668 | 389 | 0.0% | 0.0% | 50 | +90 | 2.52% | Q1 2026 | May 14, 2026 |
| VIAWEALTH, LLC | History | No change | 3,669 | 389 | 0.22% | 0.2% | 51 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 3,572 | 379 | 0.25% | 0.24% | 52 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 3,450 | 366 | 0.18% | 0.18% | 53 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Reduced | 3,170 | 336 | 0.0% | 0.0% | 54 | -25 | -0.78% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | No change | 3,030 | 322 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PW Nova Financial Services LLC | History | Added to | 2,875 | 305 | 0.08% | 0.08% | 56 | +695 | 31.88% | Q1 2026 | Apr 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,300 | 244 | 0.02% | 0.01% | 57 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,262 | 240 | 0.0% | 0.0% | 58 | +1,599 | 241.18% | Q1 2026 | May 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,243 | 238 | 0.0% | 0.0% | 59 | -186 | -7.66% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | No change | 2,244 | 238 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,168 | 230 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 2,108 | 224 | 0.01% | — | 62 | +2,108 | New | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,892 | 200 | 0.0% | 0.0% | 63 | +1,094 | 137.09% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,757 | 186 | 0.0% | 0.0% | 64 | -63 | -3.46% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | No change | 1,596 | 169 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| YANKCOM Partnership | History | No change | 1,589 | 168 | 0.07% | 0.07% | 66 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CX Institutional | History | Added to | 1,508 | 160 | 0.0% | 0.0% | 67 | +248 | 19.68% | Q1 2026 | Apr 06, 2026 |
| COMERICA BANK | History | No change | 1,094 | 105 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | No change | 987 | 104 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 985 | 104 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 946 | 100 | 0.01% | 0.01% | 71 | -300 | -24.08% | Q1 2026 | Apr 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 818 | 86 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 802 | 85 | 0.02% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 708 | 75 | 0.0% | 0.0% | 74 | +111 | 18.59% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 559 | 59 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 442 | 47 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Added to | 413 | 43 | 0.0% | 0.0% | 77 | +83 | 25.15% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 376 | 36 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AE Wealth Management LLC | History | No change | 334 | 35 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 312 | 33 | 0.0% | 0.0% | 80 | +113 | 56.78% | Q1 2026 | Apr 27, 2026 |
| Front Row Advisors LLC | History | No change | 308 | 32 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SYM FINANCIAL Corp | History | No change | 298 | 31 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lodestone Wealth Management LLC | History | No change | 267 | 28 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 260 | 27 | 0.0% | — | 84 | +260 | New | Q1 2026 | May 19, 2026 |
| Sunbelt Securities, Inc. | History | No change | 215 | 22 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 198 | 21 | 0.0% | 0.01% | 86 | -265 | -57.24% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | New | 200 | 21 | 0.0% | — | 87 | +200 | New | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | No change | 179 | 19 | 0.01% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | No change | 150 | 15 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 144 | 15 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | No change | 104 | 11 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 61 | 6 | 0.0% | 0.0% | 92 | -139 | -69.5% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 60 | 6 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vision Retirement, LLC | History | No change | 65 | 6 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Westside Investment Management, Inc. | History | New | 45 | 4 | 0.0% | — | 96 | +45 | New | Q1 2026 | May 04, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 46 | 4 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Synergy Investment Management, LLC | History | New | 35 | 3 | 0.0% | — | 98 | +35 | New | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 36 | 3 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | New | 25 | 2 | 0.0% | — | 100 | +25 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 22 | 2 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 10 | 1 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 3.75% | — | -567,119 | -100.0% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,929 | -100.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,946 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -768 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |