IXN — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IXN? 29 Institutions Hold $33.8M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IXN)? 29 institutions reported holding $33.77M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Shira Ridge Wealth Management ($10.2M), Decision Investments, Inc ($4.5M), Marotta Asset Management ($3.4M).

Rank	Institution	Value	Shares	Change
1	Shira Ridge Wealth Management	$10.2M	68,795	Trimmed
2	DECISION INVESTMENTS, INC	$4.5M	30,168	Trimmed
3	Marotta Asset Management	$3.4M	22,603	Trimmed
4	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$3.2M	21,800	Hold
5	Farther Finance Advisors, LLC	$2.7M	18,112	Added
6	Avidian Wealth Enterprises, LLC	$1.7M	11,218	Trimmed
7	Asempa Wealth Advisors	$1.2M	8,124	Added
8	Montecito Bank & Trust	$1.2M	8,127	Hold
9	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$759,331	5,123	Hold
10	Shelter Rock Management, LLC	$672,194	4,410	Hold
11	CoreCap Advisors, LLC	$662,247	4,468	Added
12	Intelligence Driven Advisers, LLC	$470,895	3,177	Hold
13	Rosenberg Matthew Hamilton	$449,136	3,030	Trimmed
14	Graves Light Lenhart Wealth, Inc.	$434,433	2,931	Hold
15	First Heartland Consultants, Inc.	$403,158	2,720	Trimmed
16	PPS&V ASSET MANAGEMENT CONSULTANTS, INC.	$355,728	2,400	Hold
17	GoalVest Advisory LLC	$320,155	2,160	Hold
18	FINANCIAL MANAGEMENT NETWORK INC	$262,856	1,730	Hold
19	Williams & Novak, LLC	$235,670	1,590	Hold
20	Hamilton Capital, LLC	$231,964	1,565	Hold
21	Capital Advisors Wealth Management, LLC	$219,796	1,483	Hold
22	CX Institutional	$119,000	803	Trimmed
23	Investors Research Corp	$102,272	690	Added
24	Go Invest LLC	$38,244	258	Added
25	Byrne Asset Management LLC	$11,386	76	Hold

Source: SEC Form 13F filings · as of 2026-09-30