iSHARES TRUST - XJR

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

Latest / Compare

Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$50.66M

QoQ value delta ($000)

+$12.83M (+33.9%)

Implied price effect (QoQ)

+2.26%

Total shares

1,164,482

QoQ shares delta

+275,154 (+30.94%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 94 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
KEYBANK NATIONAL ASSOCIATION/OH	4,194	96,340	0.02%
Focus Partners Wealth	4,028	92,521	0.0%
BAILARD, INC.	3,404	78,189	0.08%
LPL Financial LLC	2,611	59,977	0.0%
FRANKLIN RESOURCES INC	2,428	55,782	0.0%
Invera Wealth Advisors, LLC	2,345	53,875	1.51%
Highland Financial Advisors, LLC	2,228	51,192	0.59%
Biltmore Family Office, LLC	1,393	32,000	0.19%
BROWN ADVISORY INC	1,348	30,968	0.0%
CITADEL ADVISORS LLC	1,294	29,732	0.0%
Bank of New York Mellon Corp	1,264	29,044	0.0%
JNBA Financial Advisors	1,173	26,949	0.1%
Creative Planning	1,091	25,061	0.0%
SageView Advisory Group, LLC	747	17,562	0.03%
Atlantic Private Wealth, LLC	718	16,493	0.47%
EP Wealth Advisors, LLC	706	16,223	0.0%
Quantinno Capital Management LP	689	15,832	0.0%
Magnus Financial Group LLC	664	15,258	0.05%
MassMutual Private Wealth & Trust, FSB	660	15,169	0.02%
MainStreet Investment Advisors LLC	660	15,169	0.1%
Advisory Services Network, LLC	649	14,922	0.01%
RAYMOND JAMES FINANCIAL INC	636	14,631	0.0%
Beta Wealth Group, Inc.	622	14,299	0.26%
Eley Financial Management, Inc	593	13,631	0.21%
D.A. DAVIDSON & CO.	580	13,337	0.0%