13F Insight
DOSSIER · 13F Holders · Q2 2026
MAXJ

ISHARES TR

51 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G612·51 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$67M
visible holders
Holders
51
filers reporting
Concentration
36.08%
BIP Wealth, LLC #1
top holder share
AI Holders Summary · Q2 2026

51 institutions reported MAXJ in Q2 2026. BIP Wealth, LLC leads at 36.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BIP Wealth, LLC
CIK 0001590214
$24M832K0.69%Q2 202602
J. L. Bainbridge & Co., Inc.
CIK 0001742315
$16M552K1.27%Q2 202603
Ashton Thomas Private Wealth, LLC
CIK 0002019663
$3M108K0.07%Q2 202604
Client First Capital LLC
CIK 0001822065
$3M89K1.04%Q2 202605
PANORAMIC INVESTMENT ADVISORS, LLC
CIK 0001967332
$2M69K0.96%Q2 202606
Donald L. Hagan, LLC
CIK 0001638049
$2M66K0.91%Q3 202507
FC Advisory LLC
CIK 0001683754
$2M63K0.49%Q2 202608
Diversify Advisory Services, LLC
CIK 0002021232
$2M60K0.03%Q2 202609
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$2M60K0.03%Q2 202610
HighTower Advisors, LLC
CIK 0001462245
$2M56K0.00%Q2 202611
Balboa Wealth Partners
CIK 0001929008
$2M54K0.21%Q2 202612
CRA Financial Services, LLC
CIK 0001765594
$1M38K0.13%Q2 202613
Cetera Investment Advisers
CIK 0001666741
$1M37K0.00%Q2 202614
Crewe Advisors LLC
CIK 0001730033
$1M36K0.08%Q2 202615
CITADEL ADVISORS LLC
CIK 0001423053
$1M35K0.00%Q2 202616
CROSSPOINT FINANCIAL, LLC
CIK 0001927769
$945K32K2.16%Q2 202617
Blue Sky Capital Consultants Group, Inc.
CIK 0002057054
$913K31K0.39%Q2 202618
Kestra Advisory Services, LLC
CIK 0001830819
$887K30K0.00%Q2 202619
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$862K30K0.01%Q2 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$858K29K0.00%Q2 2026
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