Latest Period
Q2 2026
Security Snapshot
iSHARES TRUST - Common Stock (MAXJ) Institutional Ownership
CUSIP: 46438G612
13F Institutional Holders and Ownership History from Q3 2024 to Q2 2026
Institutions Reporting
46
Shares (Excl. Options)
2,584,306
Price
$29.13
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- Security type / class
- Equity / Common Stock
- Symbol
- MAXJ
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 2,584,306
- Total 13F value
- $75,279,033
- Portfolio coverage rank
- 0%
- Share change
- -359,121
- Value change
- -$10,330,993
- Number of holders
- 46
- Shares outstanding
- 4,552,239
- SEC-reported price per share
- $29.16
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- MAXJ - iSHARES TRUST - Common Stock is tracked under CUSIP 46438G612.
- 46 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 48 to 46 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $82,888,012 to $75,279,033.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 46 institutions filings for Q2 2026.
Security key
46438G612
Latest holder period
Q2 2026
13F holders
46
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G612:
As of 30 Jun 2026, 46 institutional investors reported holding 2,584,306 shares of iSHARES TRUST - Common Stock (MAXJ). This represents 57% of the company’s total 4,552,239 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
52%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BIP Wealth, LLC | 18% | 831,835 | -7.6% | 0.69% | $24,231,344 |
| J. L. Bainbridge & Co., Inc. | 12% | 552,310 | -39% | 1.3% | $16,088,790 |
| Ashton Thomas Private Wealth, LLC | 2.4% | 107,577 | +44% | 0.07% | $3,133,713 |
| Client First Capital LLC | 2% | 89,249 | -1.3% | 1% | $2,599,823 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 1.5% | 69,150 | 0% | 0.96% | $2,014,340 |
| FC Advisory LLC | 1.4% | 63,301 | -1.9% | 0.49% | $1,843,971 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1.3% | 59,653 | 0.03% | $1,736,809 | |
| Diversify Advisory Services, LLC | 1.3% | 59,653 | 0.03% | $1,736,809 | |
| HighTower Advisors, LLC | 1.2% | 56,450 | -4.7% | 0% | $1,644,377 |
| Balboa Wealth Partners | 1.2% | 53,797 | 0% | 0.21% | $1,567,099 |
| CRA Financial Services, LLC | 0.83% | 37,836 | -6.2% | 0.13% | $1,102,176 |
| Cetera Investment Advisers | 0.81% | 37,034 | +49% | 0% | $1,078,789 |
| Crewe Advisors LLC | 0.8% | 36,295 | 0% | 0.08% | $1,057,274 |
| CITADEL ADVISORS LLC | 0.76% | 34,501 | -1.3% | 0% | $1,005,014 |
| CROSSPOINT FINANCIAL, LLC | 0.71% | 32,454 | 0% | 2.2% | $945,381 |
| Blue Sky Capital Consultants Group, Inc. | 0.69% | 31,344 | +65% | 0.39% | $913,051 |
| Kestra Advisory Services, LLC | 0.67% | 30,451 | -10% | 0% | $887,045 |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.65% | 29,595 | 0.01% | $862,105 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.65% | 29,463 | -8.6% | 0% | $858,270 |
| Grantvest Financial Group LLC | 0.58% | 26,201 | -20% | 0.44% | $763,235 |
| Encompass More Asset Management | 0.55% | 25,066 | -17% | 0.11% | $730,173 |
| JANE STREET GROUP, LLC | 0.55% | 25,006 | +36% | 0% | $728,425 |
| Amplius Wealth Advisors, LLC | 0.53% | 24,249 | -7.6% | 0.05% | $706,373 |
| Cypress Wealth Services, LLC | 0.48% | 21,997 | 0% | 0.08% | $640,769 |
| MIDDLETON & CO INC/MA | 0.46% | 21,067 | -8.7% | 0.07% | $613,682 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
8
Latest
Q2 2026
Rows shown
1-8 of 8
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 2,584,306 | $75,279,033 | -$10,330,993 | $29.13 | 46 |
| 2026 Q1 | 2,943,502 | $82,888,012 | -$5,606,913 | $28.16 | 48 |
| 2025 Q4 | 3,142,554 | $88,602,265 | -$6,681,858 | $28.19 | 48 |
| 2025 Q3 | 3,448,494 | $96,727,812 | +$19,449,061 | $28.05 | 52 |
| 2025 Q2 | 2,765,980 | $76,091,225 | +$1,596,367 | $27.51 | 37 |
| 2025 Q1 | 2,728,513 | $70,372,292 | -$8,054,564 | $25.79 | 38 |
| 2024 Q4 | 3,005,017 | $78,551,117 | +$17,459,002 | $26.14 | 38 |
| 2024 Q3 | 2,321,751 | $60,339,016 | +$49,943,016 | $25.99 | 33 |