IXJ — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IXJ)? 11 institutions reported holding $10.57M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($4.1M), Marotta Asset Management ($1.9M), Decision Investments, Inc ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $4.1M | 40,368 | Added |
| 2 | Marotta Asset Management | $1.9M | 18,891 | Hold |
| 3 | DECISION INVESTMENTS, INC | $1.4M | 13,463 | Trimmed |
| 4 | Whalen Wealth Management Inc. | $1.2M | 12,127 | New |
| 5 | Avidian Wealth Enterprises, LLC | $947,486 | 9,278 | Added |
| 6 | Balefire, LLC | $905,396 | 8,866 | Trimmed |
| 7 | Grove Bank & Trust | $21,649 | 212 | Hold |
| 8 | CX Institutional | $12,000 | 120 | Trimmed |
| 9 | CoreCap Advisors, LLC | $10,723 | 105 | Hold |
| 10 | ARMSTRONG ADVISORY GROUP, INC | $3,064 | 30 | Hold |
| 11 | EASTERN BANK | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30