Who Owns ISHARES TR (IXC)? -- Institutional Holders (2026-06-30)
377 institutions reported holding $993.0M of ISHARES TR (IXC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fisher Asset Management, LLC ($143.4M), MORGAN STANLEY ($120.4M), BANK OF AMERICA CORP /DE/ ($52.1M), Focus Partners Wealth ($38.4M), SCHRODER INVESTMENT MANAGEMENT GROUP ($37.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Fisher Asset Management, LLC | $143.4M | 2.9M | Trimmed |
| 2 | MORGAN STANLEY | $120.4M | 2.5M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $52.1M | 1.1M | Trimmed |
| 4 | Focus Partners Wealth | $38.4M | 781,346 | Trimmed |
| 5 | SCHRODER INVESTMENT MANAGEMENT GROUP | $37.7M | 763,840 | Trimmed |
| 6 | EVERGREEN CAPITAL MANAGEMENT LLC | $31.4M | 639,408 | Trimmed |
| 7 | GOLDMAN SACHS GROUP INC | $28.8M | 586,691 | Added |
| 8 | Verger Capital Management LLC | $28.0M | 570,320 | Added |
| 9 | Versant Capital Management, Inc | $24.5M | 497,916 | Added |
| 10 | Treasurer of the State of North Carolina | $22.8M | 463,585 | New |
| 11 | UBS Group AG | $19.8M | 403,811 | Added |
| 12 | LPL Financial LLC | $15.9M | 324,155 | Trimmed |
| 13 | MFA WEALTH ADVISORS, LLC | $15.0M | 304,539 | Trimmed |
| 14 | Royal Bank of Canada | $14.2M | 290,022 | Added |
| 15 | CI INVESTMENTS INC. | $14.0M | 284,453 | New |
| 16 | Cetera Investment Advisers | $13.5M | 275,110 | Added |
| 17 | Van Cleef Asset Management,Inc | $13.3M | 269,735 | Trimmed |
| 18 | WELLS FARGO & COMPANY/MN | $11.6M | 235,836 | Trimmed |
| 19 | Financial Advisory Corp | $11.1M | 226,108 | Added |
| 20 | MARSHALL WACE, LLP | $10.4M | 211,416 | Added |
| 21 | AMERIPRISE FINANCIAL INC | $10.2M | 208,252 | Trimmed |
| 22 | Federation des caisses Desjardins du Quebec | $8.9M | 181,700 | Trimmed |
| 23 | Morningstar Investment Management LLC | $8.9M | 154,885 | Hold |
| 24 | RAYMOND JAMES FINANCIAL INC | $8.8M | 178,369 | Trimmed |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.4M | 171,139 | Added |
Source: SEC Form 13F filings · as of 2026-06-30