Who Owns ISHARES TR (JXI)? -- Institutional Holders (2026-03-31)
90 institutions reported holding $115.9M of ISHARES TR (JXI) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($12.2M), Federation des caisses Desjardins du Quebec ($11.9M), LPL Financial LLC ($11.3M), Cambria Investment Management, L.P. ($11.2M), AMERIPRISE FINANCIAL INC ($9.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $12.2M | 141,301 | Added |
| 2 | Federation des caisses Desjardins du Quebec | $11.9M | 138,361 | Added |
| 3 | LPL Financial LLC | $11.3M | 131,392 | Added |
| 4 | Cambria Investment Management, L.P. | $11.2M | 129,313 | Added |
| 5 | AMERIPRISE FINANCIAL INC | $9.8M | 112,984 | Added |
| 6 | BARINGS LLC | $8.9M | 102,707 | Hold |
| 7 | Kestra Advisory Services, LLC | $4.5M | 51,605 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $4.5M | 51,544 | Added |
| 9 | NTV Asset Management LLC | $3.6M | 41,860 | Added |
| 10 | Cetera Investment Advisers | $2.9M | 33,010 | Trimmed |
| 11 | BANK OF NOVA SCOTIA | $2.7M | 30,880 | Added |
| 12 | GUARDIAN CAPITAL LP | $2.3M | 26,300 | Trimmed |
| 13 | JANE STREET GROUP, LLC | $2.0M | 22,760 | Added |
| 14 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.9M | 22,049 | Trimmed |
| 15 | UBS Group AG | $1.7M | 20,162 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $1.7M | 19,948 | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $1.6M | 18,937 | Trimmed |
| 18 | Royal Bank of Canada | $1.4M | 16,303 | Trimmed |
| 19 | Cumberland Partners Ltd | $1.3M | 14,613 | New |
| 20 | Private Advisor Group, LLC | $1.1M | 12,931 | Added |
| 21 | J. Safra Sarasin Holding AG | $1.1M | 12,631 | Added |
| 22 | FLOW TRADERS U.S. LLC | $1.0M | 11,776 | New |
| 23 | OSAIC HOLDINGS, INC. | $971,364 | 11,251 | Added |
| 24 | Janney Montgomery Scott LLC | $943,000 | 10,926 | Added |
| 25 | OLD MISSION CAPITAL LLC | $820,661 | 9,505 | New |
Source: SEC Form 13F filings · as of 2026-03-31