As of 30 Sep 2025, 52 institutional investors reported holding 3,448,494 shares of iSHARES TRUST - Common Stock (MAXJ). This represents 76% of the company’s total 4,552,239 outstanding shares.
The largest institutional shareholders of iSHARES TRUST - Common Stock (MAXJ) together control 70% 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% | 962,686 | +1.5% | 2.3% | $27,002,668 |
| Strategic Blueprint, LLC | 20% | 914,386 | +36% | 1.1% | $25,647,894 |
| COMMONWEALTH EQUITY SERVICES, LLC | 2.8% | 125,889 | 0% | 0% | $3,531,000 |
| Encompass More Asset Management | 2.5% | 113,449 | 0.61% | $3,182,165 | |
| ASHTON THOMAS SECURITIES, LLC | 1.8% | 83,829 | 0.33% | $2,351,345 | |
| FC Advisory LLC | 1.7% | 77,640 | +425% | 0.64% | $2,177,748 |
| Client First Capital LLC | 1.7% | 76,387 | 0.95% | $2,142,602 | |
| Balboa Wealth Partners | 1.6% | 74,859 | -57% | 0.36% | $2,099,742 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 1.5% | 68,250 | 0% | 1.1% | $1,914,365 |
| Donald L. Hagan, LLC | 1.5% | 66,182 | 0.91% | $1,856,359 | |
| HighTower Advisors, LLC | 1.3% | 60,862 | -17% | 0% | $1,707,136 |
| Ashton Thomas Private Wealth, LLC | 1.3% | 60,469 | 0.04% | $1,696,113 | |
| CITADEL ADVISORS LLC | 1.3% | 57,917 | +101% | 0% | $1,624,531 |
| Kestra Advisory Services, LLC | 0.94% | 42,756 | +64% | 0.01% | $1,199,289 |
| CRA Financial Services, LLC | 0.93% | 42,326 | -1.3% | 0.16% | $1,187,220 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.88% | 40,191 | +140% | 0% | $1,127,329 |
| Grantvest Financial Group LLC | 0.83% | 37,795 | +106% | 0.73% | $1,060,123 |
| Crewe Advisors LLC | 0.8% | 36,295 | 0.1% | $1,018,050 | |
| MIDDLETON & CO INC/MA | 0.79% | 36,117 | 0% | 0.11% | $1,013,057 |
| OLD MISSION CAPITAL LLC | 0.78% | 35,689 | 0.04% | $1,001,051 | |
| CROSSPOINT FINANCIAL, LLC | 0.76% | 34,413 | 0% | 2.4% | $965,271 |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.7% | 31,831 | -32% | 0.02% | $892,837 |
| Crown Wealth Group, LLC | 0.69% | 31,244 | 0.26% | $876,372 | |
| Amplius Wealth Advisors, LLC | 0.64% | 29,067 | -32% | 0.07% | $815,309 |
| Snowden Capital Advisors LLC | 0.62% | 28,210 | -21% | 0.02% | $791,271 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,099,664 | $31,004,249 | -$350,342 | $28.19 | 6 |
| 2025 Q3 | 3,448,494 | $96,727,812 | +$19,449,052 | $28.05 | 52 |
| 2025 Q2 | 2,765,980 | $76,091,225 | +$1,596,384 | $27.51 | 37 |
| 2025 Q1 | 2,728,513 | $70,372,292 | -$8,054,570 | $25.79 | 38 |
| 2024 Q4 | 3,004,997 | $78,550,595 | +$17,458,489 | $26.14 | 38 |
| 2024 Q3 | 2,321,751 | $60,339,016 | +$49,943,001 | $25.99 | 33 |