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

ISHARES TR

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

CUSIP 46436E544·108 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$47M
visible holders
Holders
108
filers reporting
Concentration
14.59%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

108 institutions reported XJR in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 14.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M129K0.00%Q2 202602
KEYBANK NATIONAL ASSOCIATION/OH
CIK 0001089877
$6M110K0.02%Q2 202603
Focus Partners Wealth
CIK 0001542153
$4M77K0.00%Q2 202604
BAILARD, INC.
CIK 0000750641
$4M83K0.08%Q3 202605
LPL Financial LLC
CIK 0001403438
$4M75K0.00%Q2 202606
Highland Financial Advisors, LLC
CIK 0001939237
$3M68K0.70%Q3 202607
Invera Wealth Advisors, LLC
CIK 0001976780
$3M58K1.64%Q2 202608
FRANKLIN RESOURCES INC
CIK 0000038777
$3M56K0.00%Q2 202609
Biltmore Family Office, LLC
CIK 0001731123
$2M32K0.22%Q2 202610
Bank of New York Mellon Corp
CIK 0001390777
$2M29K0.00%Q2 202611
Better Money Decisions, LLC
CIK 0001858428
$1M34K0.83%Q2 202512
Creative Planning
CIK 0001540235
$1M26K0.00%Q2 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$946K18K0.00%Q2 202614
SageView Advisory Group, LLC
CIK 0001914558
$926K18K0.03%Q2 202615
JNBA Financial Advisors
CIK 0001569118
$920K17K0.07%Q2 202616
Atlantic Private Wealth, LLC
CIK 0001893143
$870K16K0.53%Q2 202617
Advisory Services Network, LLC
CIK 0001573876
$853K16K0.01%Q2 202618
Quantinno Capital Management LP
CIK 0001759654
$835K16K0.00%Q2 202619
Magnus Financial Group LLC
CIK 0001765216
$784K15K0.06%Q2 202620
MainStreet Investment Advisors LLC
CIK 0001729854
$775K15K0.11%Q2 2026
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