iSHARES TRUST - XJR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 96,340 | 4,194 | 0.02% | — | 1 | +96,340 | New | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Added to | 92,521 | 4,028 | 0.0% | 0.0% | 2 | +368 | 0.4% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Added to | 78,189 | 3,404 | 0.08% | 0.06% | 3 | +9,347 | 13.58% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 59,977 | 2,611 | 0.0% | 0.0% | 4 | +5,794 | 10.69% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 55,782 | 2,428 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Invera Wealth Advisors, LLC | History | New | 53,875 | 2,345 | 1.51% | — | 6 | +53,875 | New | Q1 2026 | Apr 22, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 51,192 | 2,228 | 0.59% | 0.54% | 7 | +5,063 | 10.98% | Q1 2026 | Apr 21, 2026 |
| Biltmore Family Office, LLC | History | No change | 32,000 | 1,393 | 0.19% | 0.19% | 8 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 30,968 | 1,348 | 0.0% | 0.0% | 9 | +26,141 | 541.56% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 29,732 | 1,294 | 0.0% | — | 10 | +29,732 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | New | 29,044 | 1,264 | 0.0% | — | 11 | +29,044 | New | Q1 2026 | May 05, 2026 |
| JNBA Financial Advisors | History | Reduced | 26,949 | 1,173 | 0.1% | 0.1% | 12 | -718 | -2.6% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 25,061 | 1,091 | 0.0% | 0.0% | 13 | +18,163 | 263.31% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 17,562 | 747 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 16,493 | 718 | 0.47% | 0.44% | 15 | +370 | 2.29% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 16,223 | 706 | 0.0% | 0.01% | 16 | -11,051 | -40.52% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | New | 15,832 | 689 | 0.0% | — | 17 | +15,832 | New | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Reduced | 15,258 | 664 | 0.05% | 0.05% | 18 | -235 | -1.52% | Q1 2026 | Apr 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 15,169 | 660 | 0.02% | — | 19 | +15,169 | New | Q1 2026 | Apr 13, 2026 |
| MainStreet Investment Advisors LLC | History | New | 15,169 | 660 | 0.1% | — | 20 | +15,169 | New | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 14,922 | 649 | 0.01% | — | 21 | +14,922 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 14,631 | 636 | 0.0% | 0.0% | 22 | -1,752 | -10.69% | Q1 2026 | May 14, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 14,299 | 622 | 0.26% | 0.25% | 23 | -583 | -3.92% | Q1 2026 | May 07, 2026 |
| Eley Financial Management, Inc | History | Added to | 13,631 | 593 | 0.21% | 0.16% | 24 | +3,207 | 30.77% | Q1 2026 | May 19, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 13,337 | 580 | 0.0% | 0.0% | 25 | +37 | 0.28% | Q1 2026 | May 05, 2026 |
| HEADINVEST, LLC | History | Reduced | 12,505 | 544 | 0.11% | 0.11% | 26 | -50 | -0.4% | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisors LLC | History | No change | 12,245 | 538 | 0.07% | 0.07% | 27 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cambridge Financial Group, LLC | History | No change | 12,161 | 529 | 0.18% | 0.17% | 28 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BIRCHBROOK, INC. | History | Added to | 11,879 | 517 | 0.25% | 0.15% | 29 | +4,614 | 63.51% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners LLC | History | Reduced | 11,763 | 512 | 0.0% | 0.0% | 30 | -1,737 | -12.87% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 11,487 | 500 | 0.0% | 0.0% | 31 | +123 | 1.08% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 11,397 | 496 | 0.0% | 0.0% | 32 | +17 | 0.15% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 10,582 | 460 | 0.0% | 0.0% | 33 | +953 | 9.9% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 10,756 | 457 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 10,134 | 441 | 0.01% | 0.01% | 35 | +3,338 | 49.12% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,931 | 432 | 0.0% | 0.0% | 36 | -706 | -6.64% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 9,870 | 429 | 0.0% | 0.0% | 37 | -354 | -3.46% | Q1 2026 | May 15, 2026 |
| DeDora Capital, Inc. | History | New | 9,489 | 413 | 0.1% | — | 38 | +9,489 | New | Q1 2026 | Apr 27, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 9,155 | 398 | 0.07% | 0.07% | 39 | +465 | 5.35% | Q1 2026 | May 05, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 9,108 | 396 | 0.28% | 0.27% | 40 | +196 | 2.2% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,845 | 385 | 0.0% | 0.0% | 41 | +790 | 9.81% | Q1 2026 | Apr 24, 2026 |
| Sprinkle Financial Consultants LLC | History | No change | 7,888 | 343 | 0.16% | 0.17% | 42 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 7,614 | 331 | 0.05% | 0.05% | 43 | +277 | 3.78% | Q1 2026 | Apr 23, 2026 |
| NorthRock Partners, LLC | History | Added to | 7,352 | 320 | 0.01% | 0.0% | 44 | +2,000 | 37.37% | Q1 2026 | May 15, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 7,356 | 320 | 0.05% | 0.05% | 45 | -5 | -0.07% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 7,368 | 320 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 6,853 | 298 | 0.02% | 0.02% | 47 | +380 | 5.87% | Q1 2026 | Apr 24, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 6,653 | 289 | 0.01% | 0.01% | 48 | -625 | -8.59% | Q1 2026 | May 08, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 6,624 | 288 | 0.02% | 0.02% | 49 | -183 | -2.69% | Q1 2026 | Apr 16, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 6,259 | 272 | 0.03% | 0.03% | 51 | -117 | -1.84% | Q1 2026 | May 11, 2026 |
| PFG Investments, LLC | History | No change | 6,258 | 272 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Optas, LLC | History | New | 5,956 | 259 | 0.04% | — | 52 | +5,956 | New | Q1 2026 | Apr 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 5,802 | 252 | 0.0% | — | 53 | +5,802 | New | Q1 2026 | May 04, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,703 | 248 | 0.01% | 0.01% | 54 | -2,061 | -26.55% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 5,592 | 243 | 0.0% | 0.0% | 55 | -885 | -13.66% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 4,810 | 230 | 0.0% | — | 56 | +4,810 | New | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,253 | 228 | 0.0% | 0.0% | 57 | +390 | 8.02% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,225 | 227 | 0.0% | 0.0% | 58 | -1,136 | -17.86% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,827 | 166 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | Added to | 3,682 | 159 | 0.01% | 0.0% | 60 | +2,558 | 227.58% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,000 | 130 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,753 | 119 | 0.0% | 0.0% | 62 | +335 | 13.85% | Q1 2026 | May 08, 2026 |
| MCF Advisors LLC | History | No change | 2,280 | 99 | 0.0% | 0.01% | 63 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Milestone Investment Advisors LLC | History | No change | 2,170 | 94 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 1,969 | 85 | 0.08% | 0.04% | 65 | +1,020 | 107.48% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,950 | 83 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,770 | 77 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 1,485 | 65 | 0.0% | — | 68 | +1,485 | New | Q1 2026 | Apr 07, 2026 |
| ROGCO, LP | History | New | 1,338 | 58 | 0.02% | — | 70 | +1,338 | New | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 1,345 | 58 | 0.0% | 0.0% | 69 | +1,270 | 1693.33% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | No change | 1,007 | 48 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,004 | 43 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 919 | 40 | 0.01% | 0.01% | 73 | +82 | 9.8% | Q1 2026 | May 06, 2026 |
| Corient IA LLC | History | New | 900 | 39 | 0.04% | — | 74 | +900 | New | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 810 | 35 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Blue Trust, Inc. | History | Added to | 768 | 33 | 0.0% | 0.0% | 76 | +113 | 17.25% | Q1 2026 | Apr 20, 2026 |
| McIlrath & Eck, LLC | History | Added to | 715 | 31 | 0.0% | 0.0% | 77 | +1 | 0.14% | Q1 2026 | May 19, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 710 | 30 | 0.01% | 0.01% | 79 | +26 | 3.8% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 710 | 30 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GW&K Investment Management, LLC | History | New | 631 | 27 | 0.0% | — | 80 | +631 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 599 | 26 | 0.0% | 0.0% | 81 | +514 | 604.71% | Q1 2026 | May 05, 2026 |
| Key FInancial Inc | History | No change | 610 | 26 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 551 | 23 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hanson & Doremus Investment Management | History | No change | 495 | 22 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | No change | 492 | 21 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dunhill Financial, LLC | History | No change | 413 | 17 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 293 | 12 | 0.0% | 0.0% | 87 | -1 | -0.34% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | No change | 257 | 11 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 190 | 8 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO | History | No change | 144 | 6 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 146 | 6 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 123 | 5 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 88 | 4 | 0.0% | 0.0% | 94 | -1 | -1.12% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 86 | 4 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 103 | 4 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 58 | 2 | 0.0% | — | 96 | +58 | New | Q1 2026 | May 19, 2026 |
| Spire Wealth Management | History | No change | 39 | 1 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 23 | 1 | 0.0% | — | 98 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -61,031 | -100.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,208 | -100.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,191 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,416 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,130 | -100.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -929 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q1 2026 | May 08, 2026 |