Who Owns ISHARES TR (JXI)? -- Institutional Holders (2026-06-30)
89 institutions reported holding $99.2M of ISHARES TR (JXI) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($14.6M), MORGAN STANLEY ($13.2M), Federation des caisses Desjardins du Quebec ($10.9M), AMERIPRISE FINANCIAL INC ($3.8M), NTV Asset Management LLC ($3.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $14.6M | 171,606 | Added |
| 2 | MORGAN STANLEY | $13.2M | 155,230 | Added |
| 3 | Federation des caisses Desjardins du Quebec | $10.9M | 128,681 | Trimmed |
| 4 | AMERIPRISE FINANCIAL INC | $3.8M | 44,733 | Trimmed |
| 5 | NTV Asset Management LLC | $3.5M | 40,845 | Trimmed |
| 6 | Cetera Investment Advisers | $3.4M | 39,776 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $3.1M | 36,814 | Trimmed |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 34,280 | New |
| 9 | HRT FINANCIAL LP | $2.9M | 33,568 | New |
| 10 | JANE STREET GROUP, LLC | $2.7M | 32,320 | Added |
| 11 | FLOW TRADERS U.S. LLC | $2.6M | 30,309 | Added |
| 12 | GUARDIAN CAPITAL LP | $2.2M | 26,100 | Trimmed |
| 13 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $2.0M | 23,331 | Added |
| 14 | Kestra Advisory Services, LLC | $1.9M | 22,666 | Trimmed |
| 15 | UBS Group AG | $1.8M | 21,579 | Added |
| 16 | Solstein Capital, LLC | $1.8M | 21,341 | Added |
| 17 | BANK OF AMERICA CORP /DE/ | $1.7M | 20,276 | Added |
| 18 | Royal Bank of Canada | $1.7M | 19,702 | Added |
| 19 | WELLS FARGO & COMPANY/MN | $1.4M | 16,720 | Trimmed |
| 20 | BARINGS LLC | $1.3M | 15,422 | Trimmed |
| 21 | Cumberland Partners Ltd | $1.3M | 14,838 | Added |
| 22 | Private Advisor Group, LLC | $1.2M | 13,898 | Added |
| 23 | J. Safra Sarasin Holding AG | $1.1M | 12,631 | Hold |
| 24 | Janney Montgomery Scott LLC | $1.1M | 12,609 | Added |
| 25 | OSAIC HOLDINGS, INC. | $1.1M | 12,358 | Added |
Source: SEC Form 13F filings · as of 2026-06-30