iSHARES TRUST - XJR

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$71.76M
QoQ value delta ($000)
+$21.19M (+41.89%)
Implied price effect (QoQ)
+20.94%
Shares
Total shares
1,363,072
QoQ shares delta
+201,293 (+17.33%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 102 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
BANK OF AMERICA CORP /DE/ 6,826 129,428 0.0%
KEYBANK NATIONAL ASSOCIATION/OH 5,777 109,527 0.02%
BAILARD, INC. 4,487 85,084 0.09%
Focus Partners Wealth 4,087 77,488 0.0%
LPL Financial LLC 3,959 75,072 0.0%
Invera Wealth Advisors, LLC 3,065 58,124 1.64%
Highland Financial Advisors, LLC 3,032 57,493 0.67%
FRANKLIN RESOURCES INC 2,942 55,782 0.0%
BROWN ADVISORY INC 2,239 42,464 0.0%
Biltmore Family Office, LLC 1,687 32,000 0.22%
Bank of New York Mellon Corp 1,537 29,144 0.0%
FLOW TRADERS U.S. LLC 1,357 25,729 0.06%
Creative Planning 1,353 25,654 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 946 17,940 0.0%
SageView Advisory Group, LLC 926 17,560 0.03%
JNBA Financial Advisors 920 17,447 0.07%
Atlantic Private Wealth, LLC 869 16,494 0.53%
Advisory Services Network, LLC 852 16,169 0.01%
Pathway Financial Advisors LLC 847 16,309 0.1%
Quantinno Capital Management LP 835 15,832 0.0%
Magnus Financial Group LLC 784 14,867 0.06%
MainStreet Investment Advisors LLC 775 14,694 0.11%
MassMutual Private Wealth & Trust, FSB 773 14,669 0.02%
Beta Wealth Group, Inc. 754 14,309 0.28%
EP Wealth Advisors, LLC 708 13,437 0.0%