Latest Period
Q1 2026
Security Snapshot
iSHARES TRUST - Common Stock (MAXJ) Institutional Ownership
CUSIP: 46438G612
13F Institutional Holders and Ownership History from Q3 2024 to Q1 2026
Institutions Reporting
47
Shares (Excl. Options)
2,851,393
Price
$28.16
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- Type / Class
- Equity / Common Stock
- Symbol
- MAXJ
- Shares outstanding
- 4,552,239
- Price per share
- $28.70
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 2,851,393
- Total reported value
- $80,294,259
- % of total 13F portfolios
- 0%
- Share change
- -287,621
- Value change
- -$8,100,859
- Number of holders
- 47
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors
Quick Takeaways
- MAXJ - iSHARES TRUST - Common Stock is tracked under CUSIP 46438G612.
- 47 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
What Changed
- Holder count moved from 48 to 47 between Q4 2025 and Q1 2026.
- Reported value moved from $88,602,265 to $80,294,259.
Why This Matters
- 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.
Source Evidence
Source: SEC Form 13F
Open SEC Evidence
Latest holder context comes from 47 institutions filings for Q1 2026.
Investment Quick Answers
What is CUSIP 46438G612?
CUSIP 46438G612 identifies MAXJ - iSHARES TRUST - Common Stock in SEC 13F datasets.
Where can I see the latest institutional holders?
Review the Q1 2026 holders report and the ownership history table below.
Next ownership checks
Use the next link that matches the question you still need to answer about this security.
- Latest 13F filings when you want to inspect fresh institutional portfolio moves.
- Latest Schedule 13D/13G reports when you need large-owner changes outside the 13F cycle.
- All institutional ownership pages to compare this security with other holder-history pages.
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G612:
As of 31 Mar 2026, 47 institutional investors reported holding 2,851,393 shares of iSHARES TRUST - Common Stock (MAXJ). This represents 63% of the company’s total 4,552,239 outstanding shares.
Top 25 Institutional Shareholders
The largest institutional shareholders of iSHARES TRUST - Common Stock (MAXJ) together control 59% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| J. L. Bainbridge & Co., Inc. | 20% | 902,170 | -5.2% | 2.3% | $25,404,746 |
| BIP Wealth, LLC | 20% | 900,592 | -1.8% | 1% | $25,360,323 |
| Client First Capital LLC | 2% | 90,423 | +17% | 1.1% | $2,546,276 |
| Ashton Thomas Private Wealth, LLC | 1.6% | 74,693 | +4.1% | 0.05% | $2,103,320 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 1.5% | 69,150 | +1.3% | 1.1% | $1,947,236 |
| FC Advisory LLC | 1.4% | 64,553 | -15% | 0.53% | $1,817,777 |
| HighTower Advisors, LLC | 1.3% | 59,217 | -2% | 0% | $1,667,516 |
| Balboa Wealth Partners | 1.2% | 53,797 | -21% | 0.25% | $1,514,894 |
| CRA Financial Services, LLC | 0.89% | 40,336 | -2.2% | 0.15% | $1,135,858 |
| Crewe Advisors LLC | 0.8% | 36,295 | 0% | 0.09% | $1,022,053 |
| CITADEL ADVISORS LLC | 0.77% | 34,950 | +16% | 0% | $984,178 |
| Kestra Advisory Services, LLC | 0.74% | 33,854 | -4% | 0% | $953,308 |
| Grantvest Financial Group LLC | 0.72% | 32,607 | -2% | 0.59% | $918,200 |
| CROSSPOINT FINANCIAL, LLC | 0.71% | 32,454 | -5.8% | 2.3% | $913,887 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.71% | 32,235 | -74% | 0% | $907,720 |
| Encompass More Asset Management | 0.66% | 30,177 | -73% | 0.14% | $849,772 |
| Amplius Wealth Advisors, LLC | 0.58% | 26,252 | -9.7% | 0.06% | $739,246 |
| Cetera Investment Advisers | 0.55% | 24,853 | +27% | 0% | $699,839 |
| MIDDLETON & CO INC/MA | 0.51% | 23,067 | -36% | 0.07% | $649,557 |
| Foundations Investment Advisors, LLC | 0.49% | 22,185 | -13% | 0.01% | $624,730 |
| Cypress Wealth Services, LLC | 0.48% | 21,997 | 0% | 0.09% | $619,424 |
| Tradition Wealth Management, LLC | 0.44% | 20,156 | -0.19% | 0.04% | $567,585 |
| NBZ Investment Advisors LLC | 0.42% | 19,321 | -0.03% | 0.24% | $544,072 |
| OneDigital Investment Advisors LLC | 0.42% | 19,095 | 0% | 0.01% | $537,695 |
| Blue Sky Capital Consultants Group, Inc. | 0.42% | 19,009 | +0.14% | 0.26% | $535,286 |
Institutional Holders of iSHARES TRUST - Common Stock (MAXJ) across Reporting Periods
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 2,851,393 | $80,294,259 | -$8,100,859 | $28.16 | 47 |
| 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 |