As of 31 Dec 2025, 48 institutional investors reported holding 3,142,554 shares of iSHARES TRUST - Common Stock (MAXJ). This represents 69% of the company’s total 4,552,239 outstanding shares.
The largest institutional shareholders of iSHARES TRUST - Common Stock (MAXJ) together control 65% 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. | 21% | 951,277 | -1.2% | 2.2% | $26,820,589 |
| BIP Wealth, LLC | 20% | 916,971 | +5126% | 0.91% | $25,853,369 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.8% | 126,405 | +0.41% | 0% | $3,563,900 |
| Encompass More Asset Management | 2.5% | 113,231 | -0.19% | 0.59% | $3,192,469 |
| Client First Capital LLC | 1.7% | 77,248 | +1.1% | 0.93% | $2,177,953 |
| FC Advisory LLC | 1.7% | 76,339 | -1.7% | 0.62% | $2,152,331 |
| Ashton Thomas Private Wealth, LLC | 1.6% | 71,765 | +19% | 0.05% | $2,023,354 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 1.5% | 68,250 | 0% | 1% | $1,924,261 |
| Balboa Wealth Partners | 1.5% | 68,109 | -9% | 0.32% | $1,920,283 |
| HighTower Advisors, LLC | 1.3% | 60,441 | -0.69% | 0% | $1,704,080 |
| CRA Financial Services, LLC | 0.91% | 41,236 | -2.6% | 0.15% | $1,162,633 |
| Crewe Advisors LLC | 0.8% | 36,295 | 0% | 0.09% | $1,023,313 |
| MIDDLETON & CO INC/MA | 0.79% | 35,867 | -0.69% | 0.11% | $1,011,245 |
| Kestra Advisory Services, LLC | 0.77% | 35,265 | -18% | 0% | $994,273 |
| CROSSPOINT FINANCIAL, LLC | 0.76% | 34,454 | +0.12% | 2.3% | $971,403 |
| Grantvest Financial Group LLC | 0.73% | 33,277 | -12% | 0.6% | $938,222 |
| CITADEL ADVISORS LLC | 0.66% | 30,080 | -48% | 0% | $848,085 |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.65% | 29,621 | -6.9% | 0.01% | $835,146 |
| Amplius Wealth Advisors, LLC | 0.64% | 29,067 | 0% | 0.07% | $819,524 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 0.56% | 25,417 | +64% | 0.01% | $716,618 |
| Cypress Wealth Services, LLC | 0.48% | 21,997 | +0.84% | 0.09% | $620,187 |
| Tradition Wealth Management, LLC | 0.44% | 20,195 | 0% | 0.04% | $569,384 |
| Cetera Investment Advisers | 0.43% | 19,507 | -17% | 0% | $549,975 |
| NBZ Investment Advisors LLC | 0.42% | 19,326 | -23% | 0.24% | $544,883 |
| OneDigital Investment Advisors LLC | 0.42% | 19,095 | -5% | 0.01% | $538,358 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 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 |