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

ISHARES TR

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

CUSIP 464288695·112 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$127M
visible holders
Holders
112
filers reporting
Concentration
15.76%
Pathway Financial Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

112 institutions reported MXI in Q2 2026. Pathway Financial Advisors LLC leads at 15.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Pathway Financial Advisors LLC
CIK 0001738828
$20M186K2.34%Q2 202602
Pictet Asset Management Holding SA
CIK 0001993888
$20M189K0.02%Q2 202603
MORGAN STANLEY
CIK 0000895421
$16M147K0.00%Q2 202604
HighTower Advisors, LLC
CIK 0001462245
$11M100K0.01%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M86K0.00%Q2 202606
LPL Financial LLC
CIK 0001403438
$7M64K0.00%Q2 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M64K0.00%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M48K0.00%Q1 202609
Banco Santander, S.A.
CIK 0000891478
$5M46K0.03%Q2 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M41K0.00%Q2 202611
PALLADIEM, LLC
CIK 0001629271
$4M37K3.83%Q2 202612
Wealth Advisors of Tampa Bay, LLC
CIK 0001715228
$3M27K0.87%Q2 202613
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$3M27K0.09%Q1 202614
UBS Group AG
CIK 0001610520
$3M25K0.00%Q2 202615
Financial Management Professionals, Inc.
CIK 0001568132
$2M23K0.23%Q2 202616
OVERSEA-CHINESE BANKING Corp Ltd
CIK 0001291318
$2M22K0.05%Q2 202617
Federation des caisses Desjardins du Quebec
CIK 0002022297
$2M18K0.01%Q2 202618
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$2M17K0.00%Q2 202619
UMB Bank, n.a.
CIK 0000933429
$2M16K0.02%Q2 202620
CITADEL ADVISORS LLC
CIK 0001423053
$2M17K0.00%Q4 2025
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