XJH — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (XJH)? 9 institutions reported holding $6.61M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: RTD Financial Advisors, Inc. ($1.5M), Shira Ridge Wealth Management ($1.0M), Eastern Bank ($1.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RTD Financial Advisors, Inc. | $1.5M | 31,501 | Trimmed |
| 2 | Shira Ridge Wealth Management | $1.0M | 21,095 | Trimmed |
| 3 | EASTERN BANK | $1.0M | 20,685 | Trimmed |
| 4 | MassMutual Private Wealth & Trust, FSB | $949,503 | 19,465 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $797,327 | 16,345 | Trimmed |
| 6 | RVW Wealth, LLC | $666,481 | 13,663 | Hold |
| 7 | Pathway Financial Advisors LLC | $525,751 | 10,778 | Hold |
| 8 | ARMSTRONG ADVISORY GROUP, INC | $90,439 | 1,854 | Added |
| 9 | Wealth Enhancement Trust Services, Inc. | $9,854 | 202 | New |
Source: SEC Form 13F filings · as of 2026-09-30