ISHARES TR (USXF)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
293
Reporting holders
$1.0B
Reported value
0.0%
Held as options
+32
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | $190.1M | 2,736,939 | 0.04% | 23q | -1.8%-$3.5M |
| BlackRock, Inc. | $149.5M | 2,153,160 | 0.00% | 8q | -9.2%-$15.1M |
| LPL Financial LLC | $69.4M | 999,571 | 0.02% | 23q | +3.0%+$2.0M |
| SEI INVESTMENTS CO | $59.9M | 862,590 | 0.05% | 10q | -1.5%-$937.8K |
| JPMORGAN CHASE & CO | $36.4M | 531,659 | 0.00% | 15q | +2.1%+$735.2K |
| Envestnet Portfolio Solutions, Inc. | $35.0M | 504,269 | 0.17% | 12q | -2.8%-$992.5K |
| MACKENZIE FINANCIAL CORP | $23.4M | 337,552 | 0.02% | 19q | -9.2%-$2.4M |
| Allworth Financial LP | $20.1M | 289,925 | 0.09% | 20q | HELD |
| Cetera Investment Advisers | $17.0M | 245,165 | 0.02% | 21q | +5.6%+$896.7K |
| Apella Capital, LLC | $15.2M | 227,544 | 0.22% | 2q | -0.7%-$112.2K |
| MML INVESTORS SERVICES, LLC | $13.8M | 198,105 | 0.03% | 23q | +20.0%+$2.3M |
| SPINNAKER TRUST | $10.8M | 155,820 | 0.53% | 21q | HELD |
| ROYAL BANK OF CANADA | $10.5M | 150,992 | 0.00% | 23q | +15.1%+$1.4M |
| WELLS FARGO & COMPANY/MN | $9.9M | 143,096 | 0.00% | 18q | -46.5%-$8.6M |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 140,492 | 0.00% | 7q | +8.4%+$753.5K |
| MORGAN STANLEY | $9.6M | 138,023 | 0.00% | 19q | +0.7%+$63.5K |
| HighTower Advisors, LLC | $9.0M | 129,948 | 0.01% | 10q | +687.7%+$7.9M |
| REGATTA CAPITAL GROUP, LLC | $8.9M | 127,807 | 1.19% | 10q | +0.8%+$71.0K |
| Beacon Pointe Advisors, LLC | $7.6M | 108,894 | 0.04% | 4q | +13.5%+$902.0K |
| Pathstone Holdings, LLC | $7.5M | 107,355 | 0.02% | 9q | +14.2%+$929.9K |
| BANK OF AMERICA CORP /DE/ | $7.4M | 106,340 | 0.00% | 21q | +2.5%+$176.8K |
| Cerity Partners LLC | $7.2M | 103,607 | 0.01% | 15q | -2.3%-$172.1K |
| RWA WEALTH PARTNERS, LLC | $7.1M | 102,543 | 0.07% | 16q | +2.1%+$144.8K |
| Decker Retirement Planning Inc. | $6.9M | 99,061 | 2.34% | 7q | +6.1%+$392.6K |
| Balanced Rock Investment Advisors LLC | $6.8M | 97,385 | 4.22% | 11q | -6.4%-$466.3K |
| TOMPKINS FINANCIAL CORP | $6.1M | 88,052 | 0.43% | new | NEW |
| SOFI WEALTH, LLC | $6.1M | 87,855 | 0.25% | 7q | +19.6%+$999.2K |
| ZENITH SOLUTIONS, INC. | $5.7M | 81,647 | 5.14% | new | FIRST |
| ASSETMARK, INC | $5.6M | 80,732 | 0.01% | 17q | +2.5%+$137.9K |
| Highland Financial Advisors, LLC | $5.4M | 77,452 | 1.18% | 9q | +60.7%+$2.0M |
| Mirae Asset Global Investments Co., Ltd. | $5.4M | 77,300 | 0.01% | 4q | -50.0%-$5.4M |
| Merit Financial Group, LLC | $5.3M | 76,948 | 0.02% | 7q | +109.4%+$2.8M |
| OSAIC HOLDINGS, INC. | $5.3M | 76,314 | 0.01% | 23q | +13.4%+$625.7K |
| Integrated Wealth Concepts LLC | $5.0M | 72,102 | 0.02% | 21q | +14.7%+$643.4K |
| One Wealth Advisors, LLC | $5.0M | 71,552 | 0.55% | 22q | -0.9%-$44.5K |
| Accredited Investors Inc. | $4.9M | 71,097 | 0.21% | 24q | +0.6%+$31.3K |
| Walkner Condon Financial Advisors LLC | $4.8M | 69,001 | 0.55% | 19q | -0.6%-$29.2K |
| GOLDMAN SACHS GROUP INC | $4.8M | 68,613 | 0.00% | 19q | +3.2%+$149.8K |
| Atwater Malick LLC | $4.7M | 68,225 | 1.03% | 13q | HELD |
| Avise Financial Cooperative, Inc. | $4.6M | 66,279 | 3.26% | 3q | -7.2%-$358.9K |
| GenWealth Group, Inc. | $4.2M | 61,136 | 0.66% | 20q | -5.9%-$266.6K |
| NewEdge Advisors, LLC | $4.2M | 60,517 | 0.01% | new | NEW |
| GeoWealth Management, LLC | $4.2M | 60,270 | 0.13% | 8q | +19.1%+$671.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 59,297 | 0.01% | 22q | +2.9%+$116.6K |
| Archer Investment Management, LLC | $4.0M | 57,487 | 1.36% | 3q | -33.0%-$2.0M |
| Sanctuary Advisors, LLC | $3.9M | 55,471 | 0.02% | 9q | +3.5%+$128.8K |
| Ally Invest Advisors Inc. | $3.7M | 52,573 | 0.22% | 17q | +2.0%+$70.1K |
| Modern Wealth Management, LLC | $3.6M | 51,326 | 0.04% | 6q | -7.9%-$304.2K |
| Invera Wealth Advisors, LLC | $3.4M | 48,246 | 1.80% | 11q | +0.7%+$23.8K |
| Orion Porfolio Solutions, LLC | $3.3M | 47,338 | 0.03% | 6q | +5.6%+$173.8K |
| CGC Financial Services, LLC | $3.1M | 45,053 | 0.70% | 4q | -15.4%-$570.7K |
| EP Wealth Advisors, LLC | $3.1M | 45,022 | 0.01% | new | NEW |
| GOULD ASSET MANAGEMENT LLC /CA/ | $2.9M | 42,360 | 0.46% | 16q | HELD |
| MAI Capital Management | $2.8M | 41,028 | 0.01% | 11q | +54.5%+$1.0M |
| Horst & Graben Wealth Management LLC | $2.8M | 41,174 | 0.37% | 23q | -3.5%-$101.3K |
| Equita Financial Network, Inc. | $2.8M | 40,479 | 0.78% | 12q | HELD |
| &PARTNERS | $2.7M | 39,388 | 0.01% | 6q | +2.4%+$63.7K |
| Steward Partners Investment Advisory, LLC | $2.7M | 38,504 | 0.01% | 23q | +8.0%+$197.0K |
| Perigon Wealth Management, LLC | $2.7M | 38,347 | 0.04% | 14q | +7.4%+$184.6K |
| Equitable Holdings, Inc. | $2.7M | 38,337 | 0.02% | 22q | -6.9%-$196.4K |
| Kestra Advisory Services, LLC | $2.7M | 38,334 | 0.01% | 21q | +15.6%+$360.0K |
| Stratos Wealth Partners, LTD. | $2.7M | 38,192 | 0.03% | 14q | HELD |
| Bank of New York Mellon Corp | $2.6M | 37,591 | 0.00% | 19q | -3.7%-$99.9K |
| Values Added Financial LLC | $2.6M | 37,216 | 0.93% | 7q | +6.6%+$161.1K |
| AMARA FINANCIAL, LLC. | $2.6M | 36,954 | 1.54% | 8q | +3.5%+$87.7K |
| Skyline Advisors, Inc. | $2.5M | 36,174 | 0.79% | 11q | -3.8%-$98.6K |
| Sharkey, Howes & Javer | $2.5M | 35,645 | 0.30% | 23q | -7.9%-$211.1K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.4M | 35,143 | 0.01% | 11q | -14.6%-$419.0K |
| Haverford Trust Co | $2.4M | 34,489 | 0.02% | 5q | HELD |
| Davis Wealth Advisors, LLC | $2.3M | 33,782 | 1.81% | 3q | +3.9%+$87.4K |
| AMERIPRISE FINANCIAL INC | $2.3M | 33,003 | 0.00% | 4q | -43.6%-$1.8M |
| SUMMIT WEALTH GROUP LLC / CO | $2.1M | 30,281 | 0.17% | 3q | -2.5%-$53.1K |
| TD Waterhouse Canada Inc. | $1.9M | 28,405 | 0.01% | 19q | HELD |
| Vise Technologies, Inc. | $1.9M | 27,933 | 0.02% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 28,108 | 0.00% | 12q | +195.2%+$1.3M |
| SigFig Wealth Management, LLC | $1.9M | 28,043 | 0.05% | 21q | -5.2%-$105.8K |
| GC Wealth Management RIA, LLC | $1.9M | 26,841 | 0.11% | 4q | -8.8%-$180.8K |
| VERITY Wealth Advisors | $1.8M | 26,467 | 1.11% | 17q | +0.9%+$16.0K |
| Optas, LLC | $1.8M | 26,375 | 0.26% | 14q | -54.7%-$2.2M |
| Creative Planning | $1.8M | 25,210 | 0.00% | 11q | +44.9%+$542.6K |
| Magnus Financial Group LLC | $1.7M | 24,666 | 0.12% | 11q | -6.9%-$126.9K |
| Clearstead Advisors, LLC | $1.7M | 24,294 | 0.02% | 2q | -46.9%-$1.5M |
| Farther Finance Advisors, LLC | $1.7M | 23,779 | 0.01% | 15q | -0.6%-$9.7K |
| Baird Financial Group, Inc. | $1.6M | 23,730 | 0.00% | new | NEW |
| DIVERSIFIED TRUST CO | $1.6M | 22,714 | 0.03% | 19q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 21,455 | 0.00% | 19q | HELD |
| National Wealth Management Group, LLC | $1.5M | 21,186 | 0.45% | 13q | HELD |
| Capital Investment Advisors, LLC | $1.5M | 20,975 | 0.02% | 6q | HELD |
| Private Advisor Group, LLC | $1.4M | 20,504 | 0.01% | 11q | +94.2%+$690.7K |
| Shotwell Rutter Baer Inc | $1.4M | 19,943 | 0.76% | 9q | -4.0%-$57.4K |
| RKL Wealth Management LLC | $1.4M | 19,754 | 0.11% | 18q | -8.9%-$134.5K |
| Aufman Associates Inc | $1.3M | 18,217 | 0.50% | 19q | HELD |
| MGO ONE SEVEN LLC | $1.3M | 18,150 | 0.02% | 11q | -1.1%-$14.7K |
| MA Private Wealth | $1.2M | 17,594 | 0.18% | 16q | -8.2%-$109.4K |
| Concurrent Investment Advisors, LLC | $1.1M | 16,049 | 0.01% | 3q | +6.5%+$67.9K |
| SAGESPRING WEALTH PARTNERS, LLC | $1.1M | 15,977 | 0.02% | 7q | +3.9%+$41.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 15,777 | 0.01% | 11q | +35.7%+$288.5K |
| Stewardship Advisors, LLC | $1.1M | 15,666 | 0.23% | 8q | -6.0%-$69.4K |
| JONES FINANCIAL COMPANIES LLLP | $1.1M | 15,918 | 0.00% | 7q | +15.6%+$144.9K |
| RFG Advisory, LLC | $1.0M | 14,905 | 0.02% | 8q | -2.0%-$21.2K |
Showing the largest 100 of 299 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 293 | $1.0B | 14,959,607 | 45 | 93 | 96 | 0.0% |
| Q1 2026 | 261 | $820.8M | 14,845,354 | 17 | 107 | 70 | 0.0% |
| Q4 2025 | 266 | $856.8M | 14,873,142 | 25 | 90 | 81 | 0.0% |
| Q3 2025 | 244 | $872.6M | 15,241,436 | 17 | 45 | 128 | 0.0% |
| Q2 2025 | 249 | $881.2M | 16,349,575 | 31 | 51 | 124 | 0.0% |
| Q1 2025 | 228 | $883.2M | 18,932,107 | 16 | 108 | 63 | 0.0% |
| Q4 2024 | 232 | $961.8M | 19,629,652 | 23 | 105 | 52 | 0.0% |
| Q3 2024 | 213 | $846.2M | 17,227,089 | 26 | 93 | 42 | 0.0% |
| Q2 2024 | 194 | $797.9M | 17,131,400 | 18 | 80 | 44 | 0.0% |
| Q1 2024 | 186 | $743.4M | 16,510,021 | 22 | 69 | 61 | 0.0% |
| Q4 2023 | 180 | $650.7M | 16,340,760 | 27 | 63 | 56 | 0.0% |
| Q3 2023 | 154 | $531.8M | 15,347,042 | 11 | 44 | 60 | 0.0% |
| Q2 2023 | 150 | $561.5M | 15,619,458 | 16 | 55 | 45 | 0.0% |
| Q1 2023 | 138 | $510.6M | 15,441,042 | 23 | 43 | 48 | 0.0% |
| Q4 2022 | 117 | $464.2M | 15,098,948 | 13 | 48 | 29 | 0.0% |
| Q3 2022 | 128 | $450.9M | 16,062,237 | 11 | 56 | 40 | 0.0% |
| Q2 2022 | 128 | $446.4M | 14,922,937 | 14 | 37 | 56 | 0.0% |
| Q1 2022 | 128 | $597.8M | 16,775,499 | 16 | 70 | 20 | 0.0% |
| Q4 2021 | 133 | $463.9M | 11,766,948 | 27 | 63 | 9 | 0.0% |
| Q3 2021 | 95 | $346.2M | 9,580,749 | 21 | 59 | 5 | 0.0% |
| Q2 2021 | 79 | $203.5M | 5,620,229 | 29 | 39 | 3 | 0.0% |
| Q1 2021 | 55 | $128.2M | 3,863,289 | 26 | 25 | 0 | 0.0% |
| Q4 2020 | 35 | $78.2M | 2,497,459 | 31 | 1 | 1 | 0.0% |
| Q3 2020 | 4 | $9.1M | 321,561 | 1 | 1 | 1 | 0.0% |
| Q2 2020 | 3 | $5.2M | 202,512 | 2 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $239.0K | 6,597 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $239.0K | 6,597 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $239.0K | 6,597 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $239.0K | 6,597 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $239.0K | 6,597 | 1 | 0 | 0 | 0.0% |