iSHARES TRUST - XJR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Added to | 92,153 | 3,923 | 0.0% | 0.01% | 1 | +2,739 | 3.06% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Reduced | 68,842 | 2,931 | 0.06% | 0.07% | 2 | -1,913 | -2.7% | Q4 2025 | Feb 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 61,031 | 2,599 | 0.0% | — | 3 | +61,031 | New | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 55,782 | 2,375 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Reduced | 54,183 | 2,307 | 0.0% | 0.0% | 5 | -1,167 | -2.11% | Q4 2025 | Feb 11, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 46,129 | 1,964 | 0.54% | 0.55% | 6 | +776 | 1.71% | Q4 2025 | Jan 23, 2026 |
| Biltmore Family Office, LLC | History | No change | 32,000 | 1,362 | 0.19% | 0.19% | 7 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JNBA Financial Advisors | History | Added to | 27,667 | 1,178 | 0.1% | 0.1% | 8 | +1,893 | 7.34% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | New | 27,274 | 1,161 | 0.01% | — | 9 | +27,274 | New | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Added to | 20,208 | 860 | 0.0% | 0.0% | 10 | +68 | 0.34% | Q4 2025 | Feb 18, 2026 |
| SageView Advisory Group, LLC | History | Added to | 17,562 | 747 | 0.03% | 0.02% | 11 | +789 | 4.7% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 16,383 | 697 | 0.0% | 0.0% | 12 | -22 | -0.13% | Q4 2025 | Feb 18, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 16,123 | 686 | 0.44% | 0.44% | 13 | +10 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Magnus Financial Group LLC | History | Added to | 15,493 | 659 | 0.05% | 0.05% | 14 | +64 | 0.41% | Q4 2025 | Jan 07, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 14,882 | 633 | 0.25% | 0.25% | 15 | -33 | -0.22% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | No change | 13,500 | 574 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 13,300 | 566 | 0.0% | 0.0% | 17 | +663 | 5.25% | Q4 2025 | Jan 29, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 12,245 | 540 | 0.07% | 0.07% | 18 | +371 | 3.12% | Q4 2025 | Jan 14, 2026 |
| HEADINVEST, LLC | History | Added to | 12,555 | 534 | 0.11% | 0.1% | 19 | +1,725 | 15.93% | Q4 2025 | Feb 02, 2026 |
| Cambridge Financial Group, LLC | History | No change | 12,161 | 503 | 0.17% | 0.17% | 20 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 11,380 | 484 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Mar 25, 2026 |
| Mariner, LLC | History | No change | 11,364 | 483 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 10,756 | 457 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Added to | 10,637 | 452 | 0.0% | 0.0% | 24 | +274 | 2.64% | Q4 2025 | Feb 17, 2026 |
| Eley Financial Management, Inc | History | Reduced | 10,424 | 443 | 0.16% | 0.16% | 25 | -21 | -0.2% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 10,224 | 435 | 0.0% | 0.0% | 26 | +3,790 | 58.91% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 9,629 | 409 | 0.0% | 0.0% | 27 | +338 | 3.64% | Q4 2025 | Feb 10, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 8,912 | 379 | 0.27% | 0.22% | 28 | +1,811 | 25.5% | Q4 2025 | Feb 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 8,690 | 370 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 8,055 | 342 | 0.0% | 0.0% | 30 | +31 | 0.39% | Q4 2025 | Feb 17, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 7,888 | 335 | 0.17% | 0.19% | 31 | +32 | 0.41% | Q4 2025 | Jan 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 7,764 | 330 | 0.01% | 0.01% | 32 | -204 | -2.56% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,368 | 313 | 0.0% | 0.0% | 34 | +1,847 | 33.45% | Q4 2025 | Feb 17, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 7,361 | 313 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 7,337 | 312 | 0.05% | 0.05% | 35 | -193 | -2.56% | Q4 2025 | Jan 21, 2026 |
| BIRCHBROOK, INC. | History | Added to | 7,265 | 309 | 0.15% | 0.15% | 37 | +284 | 4.07% | Q4 2025 | Feb 04, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 7,278 | 309 | 0.01% | 0.01% | 36 | +14 | 0.19% | Q4 2025 | Feb 04, 2026 |
| Creative Planning | History | Reduced | 6,898 | 293 | 0.0% | 0.0% | 38 | -43 | -0.62% | Q4 2025 | Feb 17, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 6,807 | 289 | 0.02% | 0.02% | 40 | +336 | 5.19% | Q4 2025 | Jan 16, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 6,796 | 289 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Charter Oak Capital Management, LLC | History | New | 6,473 | 275 | 0.02% | — | 42 | +6,473 | New | Q4 2025 | Jan 23, 2026 |
| Savant Capital, LLC | History | Reduced | 6,477 | 275 | 0.0% | 0.0% | 41 | -269 | -3.99% | Q4 2025 | Feb 10, 2026 |
| Legacy Edge Advisors, LLC | History | New | 6,376 | 271 | 0.03% | — | 43 | +6,376 | New | Q4 2025 | Feb 02, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,361 | 270 | 0.0% | 0.0% | 44 | +62 | 0.98% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 6,258 | 266 | 0.01% | 0.01% | 45 | +24 | 0.38% | Q4 2025 | Jan 26, 2026 |
| Archer Investment Management, LLC | History | Reduced | 6,191 | 263 | 0.14% | 0.18% | 46 | -655 | -9.57% | Q4 2025 | Jan 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,352 | 227 | 0.0% | 0.0% | 47 | +473 | 9.69% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,863 | 207 | 0.0% | 0.0% | 48 | -83 | -1.68% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | New | 4,827 | 205 | 0.0% | — | 49 | +4,827 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,827 | 162 | 0.0% | 0.0% | 50 | -35 | -0.91% | Q4 2025 | Mar 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,000 | 127 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,418 | 102 | 0.0% | 0.0% | 52 | +39 | 1.64% | Q4 2025 | Feb 17, 2026 |
| MCF Advisors LLC | History | No change | 2,280 | 97 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Milestone Investment Advisors LLC | History | No change | 2,170 | 92 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,950 | 83 | 0.0% | 0.0% | 55 | -927 | -32.22% | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,770 | 75 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,416 | 60 | 0.0% | — | 57 | +1,416 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,130 | 48 | 0.0% | 0.0% | 58 | +202 | 21.77% | Q4 2025 | Feb 17, 2026 |
| Smithfield Trust Co | History | Added to | 1,124 | 48 | 0.0% | 0.0% | 59 | +117 | 11.62% | Q4 2025 | Feb 09, 2026 |
| Meramec Financial Planners, LLC | History | New | 1,007 | 46 | 0.02% | — | 60 | +1,007 | New | Q4 2025 | Feb 10, 2026 |
| Golden State Wealth Management, LLC | History | New | 1,004 | 42 | 0.0% | — | 61 | +1,004 | New | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 949 | 40 | 0.04% | — | 62 | +949 | New | Q4 2025 | Feb 19, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 929 | 39 | 0.01% | 0.01% | 63 | -79 | -7.84% | Q4 2025 | Jan 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 837 | 35 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 810 | 34 | 0.01% | — | 65 | +810 | New | Q4 2025 | Jan 15, 2026 |
| CIBC Private Wealth Group LLC | History | New | 710 | 30 | 0.0% | — | 66 | +710 | New | Q4 2025 | Feb 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 714 | 30 | 0.0% | 0.0% | 67 | +362 | 102.84% | Q4 2025 | Feb 03, 2026 |
| Blue Trust, Inc. | History | No change | 655 | 27 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Key FInancial Inc | History | No change | 610 | 25 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 551 | 23 | 0.0% | 0.0% | 70 | +2 | 0.36% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Added to | 492 | 21 | 0.0% | 0.0% | 72 | +2 | 0.41% | Q4 2025 | Jan 26, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 495 | 21 | 0.0% | 0.0% | 71 | +1 | 0.2% | Q4 2025 | Jan 20, 2026 |
| Dunhill Financial, LLC | History | No change | 413 | 17 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | No change | 294 | 12 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 257 | 10 | 0.0% | — | 75 | +257 | New | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | No change | 245 | 10 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 190 | 8 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 146 | 6 | 0.0% | — | 79 | +146 | New | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | No change | 144 | 6 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | New | 123 | 5 | 0.0% | — | 80 | +123 | New | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 103 | 4 | 0.0% | — | 83 | +103 | New | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 86 | 4 | 0.0% | — | 81 | +86 | New | Q4 2025 | Feb 17, 2026 |
| Covestor Ltd | History | Reduced | 89 | 4 | 0.0% | 0.0% | 82 | -1 | -1.11% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Added to | 85 | 3 | 0.0% | — | 85 | +83 | 4150.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 75 | 3 | 0.0% | 0.0% | 84 | -19 | -20.21% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 39 | 1 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,974 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,650 | -100.0% | Q3 2025 | Nov 05, 2025 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Closed out | 0 | 0 | — | 0.0% | — | -5,304 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,276 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Armor Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,273 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -460 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -208 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Millstone Evans Group, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |