ISHARES TR

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EXI·464288729·US·ETF·Unknown - Unknown-13D/G

EXI (ISHARES TR) is held by 57 institutional investors as of Q2 2026. Largest holders: Fisher Asset Management, LLC ($607M), BlackRock, Inc. ($115.6M), JPMORGAN CHASE & CO ($43.8M). Net institutional sentiment: Mixed.

57

Holders

(11 Elite)

$983.4M

Total Value

60% (53)

Consensus

32 buying - 21 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)47

Insider (Form 4)69

Activist (13D/13G)62

Congressional (STOCK Act)31

Holder Quality

19

★★★★★

Elite

11

★★★★

Strong

27

★★★

Solid

65

★★

Below

44

★

Weak

Held by 57 funds

11 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists Apr 29, 2026 · Congress none

ActivistBPBlackRock Portfolio Management LLC8.7%Apr 29, 2026

ActivistBlackRock, Inc.0.0%Apr 22, 2025

View all activist filings

Top Holders

Top Holders (57)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Fisher Asset Management, LLC	Increased	3M(+9.9%)	$607M	0.2%	+35.96%	41
BlackRock, Inc.	Increased	576,732(+1.8%)	$115.6M	0.0%	+39.46%	31
JPMORGAN CHASE & CO	Increased	221,165(+1953.3%)	$43.8M	0.0%	+1.74%	47
PFPhoenix Financial Ltd.	Unchanged	215,300	$43.2M	0.3%	+20.56%	0
MORGAN STANLEY	Increased	165,854(+72.2%)	$33.3M	0.0%	+14.18%	43
HighTower Advisors, LLC	Increased	138,892(+2.6%)	$27.8M	0.0%	+13.51%	29
BANK OF AMERICA CORP /DE/	Increased	113,743(+0.6%)	$22.8M	0.0%	+43.97%	29
Banco Santander, S.A.	Increased	75,003(+1.9%)	$15M	0.1%	+3.89%	29
Federation des caisses Desjardins du Quebec	Decreased	70,021(-7.5%)	$14M	0.0%	+6.31%	0
LPL Financial LLC	Increased	37,368(+75.1%)	$7.5M	0.0%	+24.76%	41
COMMONWEALTH EQUITY SERVICES, LLC	Increased	30,565(+6.6%)	$6.1M	0.0%	+16.78%	29
WELLS FARGO & COMPANY/MN	Increased	29,895(+1.0%)	$6M	0.0%	+51.20%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	28,733(+42.7%)	$5.8M	0.0%	+21.23%	36
UBS Group AG	Increased	19,633(+12.8%)	$3.9M	0.0%	+45.41%	30
Quantinno Capital Management LP	Increased	19,138(+8.6%)	$3.8M	0.0%	+38.30%	29
RAYMOND JAMES FINANCIAL INC	Decreased	16,945(-86.6%)	$3.4M	0.0%	+6.65%	0
AMERIPRISE FINANCIAL INC	Decreased	16,790(-67.2%)	$3.4M	0.0%	+14.90%	0
ROYAL BANK OF CANADA	Decreased	15,213(-0.9%)	$3.1M	0.0%	+36.53%	0
GOLDMAN SACHS GROUP INC	Increased	14,578(+218.8%)	$2.9M	0.0%	+4.04%	42
CIBC WORLD MARKET INC.	Increased	8,779(+38.3%)	$1.8M	0.0%	+48.66%	34

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer