DOSSIER · 13F Holders · Q1 2026
KXI

ISHARES TR

134 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288737·134 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$653M
visible holders
Holders
134
filers reporting
Concentration
68.51%
Fisher Asset Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

134 institutions reported KXI in Q1 2026. Fisher Asset Management, LLC leads at 68.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Fisher Asset Management, LLC
CIK 0000850529
$448M6.7M0.15%Q1 2026
02
BlackRock, Inc.
CIK 0002012383
$100M1.5M0.00%Q1 2026
03
MORGAN STANLEY
CIK 0000895421
$22M327K0.00%Q1 2026
04
Morningstar Investment Management LLC
CIK 0001673385
$17M260K1.08%Q2 2026
05
Federation des caisses Desjardins du Quebec
CIK 0002022297
$7M103K0.02%Q1 2026
06
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M99K0.00%Q1 2026
07
UBS Group AG
CIK 0001610520
$6M88K0.00%Q1 2026
08
LPL Financial LLC
CIK 0001403438
$6M85K0.00%Q1 2026
09
Banco Santander, S.A.
CIK 0000891478
$5M78K0.04%Q1 2026
10
Money Design Co.,Ltd.
CIK 0001721608
$5M72K0.22%Q2 2025
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M68K0.00%Q1 2026
12
ICICI Prudential Asset Management Co Ltd
CIK 0001697850
$4M65K0.52%Q1 2026
13
Creative Planning
CIK 0001540235
$4M58K0.00%Q1 2026
14
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M49K0.00%Q1 2026
15
NORTHLAND SECURITIES, INC.
CIK 0001006938
$3M49K3.11%Q1 2026
16
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M36K0.00%Q1 2026
17
STIFEL FINANCIAL CORP
CIK 0000720672
$2M35K0.00%Q1 2026
18
TRUIST FINANCIAL CORP
CIK 0000092230
$2M35K0.00%Q1 2026
19
BESSEMER GROUP INC
CIK 0001054074
$2M35K0.00%Q1 2026
20
ROYAL BANK OF CANADA
CIK 0001000275
$2M33K0.00%Q1 2026
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