Who Owns ISHARES TR (IXJ)? -- Institutional Holders (2026-06-30)
328 institutions reported holding $2.73B of ISHARES TR (IXJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($1.36B), Phoenix Financial Ltd. ($264.1M), Fisher Asset Management, LLC ($207.9M), BANK OF AMERICA CORP /DE/ ($101.4M), MORGAN STANLEY ($93.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BlackRock, Inc. | $1.36B | 13.8M | Trimmed |
| 2 | Phoenix Financial Ltd. | $264.1M | 2.7M | Trimmed |
| 3 | Fisher Asset Management, LLC | $207.9M | 2.1M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $101.4M | 1.0M | Trimmed |
| 5 | MORGAN STANLEY | $93.1M | 945,984 | Added |
| 6 | ASSETMARK, INC | $77.4M | 786,480 | Added |
| 7 | FIL Ltd | $76.6M | 776,264 | Added |
| 8 | CI INVESTMENTS INC. | $70.8M | 719,900 | New |
| 9 | JPMORGAN CHASE & CO | $30.9M | 310,990 | Trimmed |
| 10 | UBS Group AG | $30.3M | 308,296 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $22.8M | 231,651 | Added |
| 12 | Royal Bank of Canada | $21.4M | 217,217 | Added |
| 13 | Jupiter Topco LLC | $18.0M | 183,020 | New |
| 14 | RAYMOND JAMES FINANCIAL INC | $18.0M | 183,017 | Added |
| 15 | BANK OF MONTREAL /CAN/ | $16.4M | 166,548 | Trimmed |
| 16 | LPL Financial LLC | $16.2M | 165,149 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $14.6M | 148,494 | Added |
| 18 | HighTower Advisors, LLC | $13.7M | 138,873 | Added |
| 19 | JANE STREET GROUP, LLC | $12.6M | 127,640 | Trimmed |
| 20 | Federation des caisses Desjardins du Quebec | $12.4M | 125,906 | Trimmed |
| 21 | Banco Santander, S.A. | $11.6M | 118,275 | Added |
| 22 | Robertson Stephens Wealth Management, LLC | $11.4M | 115,873 | Added |
| 23 | KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | $10.3M | 104,285 | New |
| 24 | Royal Fund Management, LLC | $9.6M | 97,325 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 83,187 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30