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

ISHARES TR

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

CUSIP 46436E544·103 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$36M
visible holders
Holders
103
filers reporting
Concentration
16.23%
KEYBANK NATIONAL ASSOCIATION/OH #1
top holder share
AI Holders Summary · Q2 2026

103 institutions reported XJR in Q2 2026. KEYBANK NATIONAL ASSOCIATION/OH leads at 16.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$6M110K0.02%Q2 202602
Focus Partners Wealth
CIK 0001542153
$4M92K0.00%Q4 202503
BAILARD, INC.
CIK 0000750641
$3M78K0.08%Q1 202604
Highland Financial Advisors, LLC
CIK 0001939237
$3M57K0.67%Q2 202605
LPL Financial LLC
CIK 0001403438
$3M60K0.00%Q1 202606
FRANKLIN RESOURCES INC
CIK 0000038777
$2M56K0.00%Q1 202607
Invera Wealth Advisors, LLC
CIK 0001976780
$2M54K1.51%Q1 202608
Biltmore Family Office, LLC
CIK 0001731123
$1M32K0.19%Q1 202609
Better Money Decisions, LLC
CIK 0001858428
$1M34K0.83%Q2 202510
Bank of New York Mellon Corp
CIK 0001390777
$1M29K0.00%Q1 202611
Creative Planning
CIK 0001540235
$1M25K0.00%Q1 202612
JNBA Financial Advisors
CIK 0001569118
$920K17K0.07%Q2 202613
Pathway Financial Advisors LLC
CIK 0001738828
$848K16K0.10%Q2 202614
Magnus Financial Group LLC
CIK 0001765216
$784K15K0.06%Q2 202615
MassMutual Private Wealth & Trust, FSB
CIK 0001103653
$774K15K0.02%Q2 202616
Beta Wealth Group, Inc.
CIK 0001594417
$755K14K0.28%Q2 202617
SageView Advisory Group, LLC
CIK 0001914558
$748K18K0.03%Q4 202518
Atlantic Private Wealth, LLC
CIK 0001893143
$718K16K0.47%Q1 202619
EP Wealth Advisors, LLC
CIK 0001540569
$706K16K0.00%Q1 202620
D.A. DAVIDSON & CO.
CIK 0001080107
$706K13K0.00%Q2 2026
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