XJR institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding102
Shares held1,352,861
Reported value$71.3m
Quarter flows16 new, 38 added, 19 trimmed, 10 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/129,428$6.8m0.0%
KEYBANK NATIONAL ASSOCIATION/OH109,527$5.8m0.0%
BAILARD, INC.85,084$4.5m0.1%
Focus Partners Wealth77,488$4.1m0.0%
LPL Financial LLC75,072$4.0m0.0%
Invera Wealth Advisors, LLC58,124$3.1m1.6%
Highland Financial Advisors, LLC57,493$3.0m0.7%
FRANKLIN RESOURCES INC55,782$2.9m0.0%
BROWN ADVISORY INC42,464$2.2m0.0%
Biltmore Family Office, LLC32,000$1.7m0.2%
Bank of New York Mellon Corp29,144$1.5m0.0%
FLOW TRADERS U.S. LLC25,729$1.4m0.1%
Creative Planning25,654$1.4m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP17,940$946,2630.0%
SageView Advisory Group, LLC17,560$926,2000.0%
JNBA Financial Advisors17,447$920,2600.1%
Atlantic Private Wealth, LLC16,494$869,9780.5%
Advisory Services Network, LLC16,169$852,8750.0%
Pathway Financial Advisors LLC16,309$847,5890.1%
Quantinno Capital Management LP15,832$835,0750.0%
Magnus Financial Group LLC14,867$784,1750.1%
MainStreet Investment Advisors LLC14,694$775,0500.1%
MassMutual Private Wealth & Trust, FSB14,669$773,7310.0%
Beta Wealth Group, Inc.14,309$754,7250.3%
EP Wealth Advisors, LLC13,437$708,7480.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("XJR"). XJR price history · All 13F data

Get a free API keySee history bundlesDownload free samples