XJR — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (XJR)? 7 institutions reported holding $3.07M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Pathway Financial Advisors LLC ($772,952), MassMutual Private Wealth & Trust, FSB ($647,860), Cambridge Financial Group, LLC ($641,445).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Pathway Financial Advisors LLC | $772,952 | 16,011 | Trimmed |
| 2 | MassMutual Private Wealth & Trust, FSB | $647,860 | 13,420 | Trimmed |
| 3 | Cambridge Financial Group, LLC | $641,445 | 12,161 | Hold |
| 4 | Sprinkle Financial Consultants LLC | $383,023 | 7,934 | Added |
| 5 | Valeo Financial Advisors, LLC | $321,527 | 6,660 | Added |
| 6 | Veracity Capital LLC | $236,042 | 4,889 | Added |
| 7 | Farther Finance Advisors, LLC | $71,689 | 1,485 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30