# ISHARES TR (USXF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/USXF/

- Reporting holders: 12
- Reported value: $28.2M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $15.0M | 216,100 | 0.2% | 3 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $6.1M | 89,203 | 0.4% | 2 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $1.9M | 27,978 | 0.0% | 22 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.5M | 22,193 | 0.0% | 16 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $967.2K | 14,211 | 0.1% | 9 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $791.7K | 11,548 | 0.6% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $675.2K | 9,921 | 0.0% | 19 |
| [Attessa Capital LLC](https://holderbook.com/funds/2020560-attessa-capital-llc/) | $479.6K | 7,046 | 0.2% | 8 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $244.9K | 3,545 | 0.0% | 2 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $224.6K | 3,300 | 0.0% | 3 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $212.2K | 3,118 | 0.0% | 2 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $79.2K | 1,163 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $28.2M |
| Q2 2026 | 301 | $1.3B |
| Q1 2026 | 271 | $866.3M |
| Q4 2025 | 279 | $905.7M |
| Q3 2025 | 258 | $926.5M |
| Q2 2025 | 267 | $947.9M |
| Q1 2025 | 245 | $961.2M |
| Q4 2024 | 249 | $1.0B |
| Q3 2024 | 231 | $919.3M |
| Q2 2024 | 213 | $863.1M |
| Q1 2024 | 204 | $802.9M |
| Q4 2023 | 197 | $702.4M |