Who Owns ISHARES TR (EXI)? -- Institutional Holders (2026-06-30)
143 institutions reported holding $1.17B of ISHARES TR (EXI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fisher Asset Management, LLC ($607.0M), BlackRock, Inc. ($115.6M), Treasurer of the State of North Carolina ($78.0M), JPMORGAN CHASE & CO ($43.8M), Phoenix Financial Ltd. ($43.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Fisher Asset Management, LLC | $607.0M | 3.0M | Added |
| 2 | BlackRock, Inc. | $115.6M | 576,732 | Added |
| 3 | Treasurer of the State of North Carolina | $78.0M | 388,830 | New |
| 4 | JPMORGAN CHASE & CO | $43.8M | 221,165 | Added |
| 5 | Phoenix Financial Ltd. | $43.2M | 215,300 | Hold |
| 6 | MORGAN STANLEY | $33.3M | 165,854 | Added |
| 7 | PGIM Custom Harvest LLC | $28.0M | 139,478 | Trimmed |
| 8 | HighTower Advisors, LLC | $27.8M | 138,892 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $22.8M | 113,743 | Added |
| 10 | VAN ECK ASSOCIATES CORP | $15.0M | 75,024 | Trimmed |
| 11 | Banco Santander, S.A. | $15.0M | 75,003 | Added |
| 12 | Federation des caisses Desjardins du Quebec | $14.0M | 70,021 | Trimmed |
| 13 | TriCert Investment Counsel Inc. | $12.2M | 60,961 | New |
| 14 | Wharton Business Group, LLC | $11.7M | 58,345 | Hold |
| 15 | LPL Financial LLC | $7.5M | 37,368 | Added |
| 16 | Cambria Investment Management, L.P. | $7.3M | 36,344 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $6.1M | 30,565 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $6.0M | 29,895 | Added |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.8M | 28,733 | Added |
| 20 | UBS Group AG | $3.9M | 19,633 | Added |
| 21 | Quantinno Capital Management LP | $3.8M | 19,138 | Added |
| 22 | GTS SECURITIES LLC | $3.6M | 18,111 | New |
| 23 | RAYMOND JAMES FINANCIAL INC | $3.4M | 16,945 | Trimmed |
| 24 | AMERIPRISE FINANCIAL INC | $3.4M | 16,790 | Trimmed |
| 25 | Royal Bank of Canada | $3.0M | 15,213 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30