Who Owns ISHARES TR (IXN)? -- Institutional Holders (2026-06-30)
585 institutions reported holding $4.50B of ISHARES TR (IXN) in SEC 13F filings for 2026-06-30. Largest institutional holders: Phoenix Financial Ltd. ($578.7M), Fisher Asset Management, LLC ($433.3M), BANK OF AMERICA CORP /DE/ ($312.9M), FIL Ltd ($216.9M), JPMORGAN CHASE & CO ($193.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Phoenix Financial Ltd. | $578.7M | 4.0M | Hold |
| 2 | Fisher Asset Management, LLC | $433.3M | 3.0M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $312.9M | 2.2M | Trimmed |
| 4 | FIL Ltd | $216.9M | 1.5M | Added |
| 5 | JPMORGAN CHASE & CO | $193.8M | 1.4M | Trimmed |
| 6 | PGIM Custom Harvest LLC | $158.0M | 1.1M | Trimmed |
| 7 | MORGAN STANLEY | $154.4M | 1.1M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $147.8M | 1.0M | Added |
| 9 | LPL Financial LLC | $139.6M | 966,457 | Added |
| 10 | Portfolio Strategies, Inc. | $132.2M | 911,690 | Trimmed |
| 11 | Royal Bank of Canada | $128.2M | 887,649 | Trimmed |
| 12 | Pictet Asset Management Holding SA | $100.0M | 711,470 | Trimmed |
| 13 | PATTEN & PATTEN INC/TN | $82.3M | 569,817 | Added |
| 14 | BlackRock, Inc. | $78.3M | 541,660 | Trimmed |
| 15 | AMERIPRISE FINANCIAL INC | $70.0M | 482,782 | Trimmed |
| 16 | UBS Group AG | $63.3M | 438,244 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $59.7M | 413,247 | Trimmed |
| 18 | SCHRODER INVESTMENT MANAGEMENT GROUP | $57.5M | 408,970 | Added |
| 19 | Parallel Advisors, LLC | $41.1M | 284,758 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $40.2M | 278,002 | Added |
| 21 | HighTower Advisors, LLC | $39.1M | 270,625 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $36.2M | 250,574 | Trimmed |
| 23 | GOLDMAN SACHS GROUP INC | $33.2M | 229,488 | Added |
| 24 | Banco Santander, S.A. | $30.4M | 210,421 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $30.4M | 210,313 | Added |
Source: SEC Form 13F filings · as of 2026-06-30