# ISHARES TR (XT)

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

- Reporting holders: 10
- Reported value: $2.7M
- 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 |
|---|---|---|---|---|
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.0M | 12,243 | 0.0% | 9 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $433.7K | 5,200 | 0.0% | 9 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $393.1K | 4,713 | 0.1% | 24 |
| [BOYUM WEALTH ARCHITECTS LLC](https://holderbook.com/funds/2068635-boyum-wealth-architects-llc/) | $309.2K | 3,668 | 0.1% | 3 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $235.0K | 2,801 | 0.0% | 2 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $221.2K | 2,652 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $62.6K | 751 | 0.0% | 11 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $19.1K | 229 | 0.0% | 9 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $17.5K | 210 | 0.0% | 15 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $2.0K | 24 | 0.0% | 13 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $640 | 7,674 | 0.0% | 18 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $2.7M |
| Q2 2026 | 287 | $3.1B |
| Q1 2026 | 267 | $2.8B |
| Q4 2025 | 276 | $2.9B |
| Q3 2025 | 268 | $3.0B |
| Q2 2025 | 262 | $2.8B |
| Q1 2025 | 245 | $2.4B |
| Q4 2024 | 247 | $2.6B |
| Q3 2024 | 232 | $2.6B |
| Q2 2024 | 243 | $2.6B |
| Q1 2024 | 245 | $2.6B |
| Q4 2023 | 247 | $2.6B |