JXIISHARES TR
CUSIP 464288711 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (JXI) has 78 institutional holders in Filings Flow’s 13F database, together reporting 1.30M shares worth $109M as of Q1 2026. The largest reported holders are Federation Des Caisses Desjardins Du Quebec, Lpl Financial LLC, and Cambria Investment Management, L.P..
Institutional Holders
78
Q1 2026
Reported Value
$109M
Ticker
JXI
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Cambria Investment Management, L.P.$1.8B AUM | 0.62% | $11M | 129.3K | Q1 2026OLDER |
| NAPA WEALTH MANAGEMENT$213M AUM | 0.50% | $1M | 13.6K | Q3 2025OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.46% | $709,056 | 8.2K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.40% | $4M | 41.9K | Q1 2026OLDER |
| Guardian Partners Inc.$1.2B AUM | 0.33% | $4M | 52.1K | Q4 2025OLDER |
| LOM Asset Management Ltd$348M AUM | 0.21% | $728,537 | 8.4K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.15% | $348,715 | 4.0K | Q1 2026OLDER |
| BARINGS LLC$6.2B AUM | 0.14% | $9M | 102.7K | Q1 2026OLDER |
| Milestone Asset Management Group, LLC$171M AUM | 0.12% | $211,014 | 2.4K | Q1 2026OLDER |
| Cumberland Partners Ltd$1.3B AUM | 0.10% | $1M | 14.6K | Q1 2026OLDER |
| Financial & Tax Architects, LLC$448M AUM | 0.09% | $405,046 | 5.2K | Q4 2025OLDER |
| GUARDIAN CAPITAL LP$3.8B AUM | 0.06% | $2M | 26.3K | Q1 2026OLDER |
| Eagle Strategies LLC$837M AUM | 0.06% | $463,646 | 5.4K | Q1 2026OLDER |
| Strategic Investment Solutions, Inc. /IL$437M AUM | 0.05% | $201,158 | 2.4K | Q2 2026 |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.04% | $12M | 138.4K | Q1 2026OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.04% | $2M | 22.0K | Q1 2026OLDER |
| Sava Infond d.o.o.$1.4B AUM | 0.03% | $390,862 | 4.6K | Q2 2026 |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.02% | $1M | 12.6K | Q1 2026OLDER |
| GLOBALT Investments LLC / GA$2.8B AUM | 0.02% | $493,951 | 5.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.02% | $4M | 51.6K | Q1 2026OLDER |
| Solstein Capital, LLC$244M AUM | 0.02% | $39,716 | 460 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.01% | $1M | 12.9K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.01% | $820,661 | 9.5K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $64,755 | 750 | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $224,464 | 2.6K | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.01% | $94,974 | 1.1K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $54,258 | 628 | Q1 2026OLDER |
| Front Row Advisors LLC$296M AUM | 0.01% | $22,189 | 257 | Q1 2026OLDER |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM | 0.01% | $20,392 | 240 | Q2 2026 |
| Bangor Savings Bank$1.4B AUM | 0.01% | $76,473 | 900 | Q2 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $204,453 | 2.4K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $1M | 12.9K | Q1 2026OLDER |
| BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM | 0.01% | $135,952 | 1.6K | Q2 2026 |
| Addison Advisors LLC$452M AUM | 0.00% | $22,449 | 260 | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $755,273 | 9.6K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $44,848 | 577 | Q3 2025OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.00% | $3M | 30.9K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $342,122 | 4.0K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $440,161 | 5.1K | Q1 2026OLDER |
| Copia Wealth Management$146M AUM | 0.00% | $5,439 | 63 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $684,582 | 7.9K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $692,839 | 8.0K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $66,852 | 850 | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 33.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $11M | 131.4K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $10M | 113.0K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $49,912 | 578 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $971,364 | 11.3K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 51.5K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $305,654 | 3.9K | Q4 2025OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $224,484 | 2.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $650,770 | 7.5K | Q1 2026OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $10,889 | 125 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $9M | 108.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $312,551 | 3.6K | Q1 2026OLDER |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $121,020 | 1.4K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 19.9K | Q2 2026 |
| Belvedere Trading LLC$84.4B AUM | 0.00% | $259,020 | 3.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $74,857 | 867 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $594,527 | 7.0K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $154,607 | 1.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $2M | 20.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 22.8K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $1M | 16.3K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $15,196 | 176 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $323,417 | 3.7K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $40,533 | 469 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $54,897 | 698 | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 20.6K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $668,318 | 7.7K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $84,527 | 979 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $49,369 | 567 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $38,514 | 446 | Q2 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 18.9K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $33,215 | 385 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $9,582 | 110 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $127,980 | 1.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $27,239 | 315 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $379,896 | 4.4K | Q1 2026OLDER |
| Mirae Asset Global Investments Co., Ltd.$299.3B AUM | 0.00% | $155,412 | 1.8K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $36,493 | 21.7K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $26,161 | 303 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $106,026 | 1.2K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $22,992 | 268 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $690 | 8 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.