ISHARES TR (XT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
277
Reporting holders
$3.0B
Reported value
0.0%
Held as options
+22
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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | $2.4B | 29,474,371 | 4.32% | 31q | -9.1%-$242.4M |
| LPL Financial LLC | $50.9M | 616,361 | 0.01% | 31q | HELD |
| Baird Financial Group, Inc. | $46.1M | 557,561 | 0.06% | 18q | HELD |
| AMERIPRISE FINANCIAL INC | $45.1M | 544,882 | 0.01% | 31q | -55.5%-$56.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $27.0M | 326,745 | 0.03% | 31q | -0.8%-$217.2K |
| BANK OF AMERICA CORP /DE/ | $22.8M | 276,028 | 0.00% | 31q | -1.7%-$403.9K |
| UBS Group AG | $21.9M | 264,698 | 0.00% | 31q | -6.4%-$1.5M |
| Wealthcare Advisory Partners LLC | $21.9M | 264,664 | 0.41% | 22q | +3.4%+$728.5K |
| MORGAN STANLEY | $19.9M | 240,445 | 0.00% | 35q | +1.9%+$376.0K |
| RAYMOND JAMES FINANCIAL INC | $19.4M | 234,347 | 0.01% | 7q | +12.6%+$2.2M |
| New England Private Wealth Advisors LLC | $17.1M | 216,534 | 1.65% | 31q | HELD |
| Wharton Business Group, LLC | $16.8M | 202,875 | 0.56% | 21q | HELD |
| Stratos Investment Management, LLC | $12.8M | 155,271 | 0.46% | 20q | -10.9%-$1.6M |
| Arkadios Wealth Advisors | $11.4M | 138,057 | 0.17% | 6q | +2.4%+$264.3K |
| Private Advisory Group LLC | $11.1M | 134,343 | 0.60% | 2q | +18.6%+$1.7M |
| Clearwater Capital Advisors, LLC | $10.1M | 121,987 | 0.74% | 23q | -3.4%-$357.2K |
| Mariner, LLC | $9.2M | 111,596 | 0.01% | 20q | -5.5%-$535.9K |
| Brookstone Capital Management | $9.2M | 111,331 | 0.09% | 31q | +4.9%+$432.0K |
| CFS Investment Advisory Services, LLC | $9.0M | 109,236 | 0.60% | 20q | -0.9%-$82.0K |
| BARRETT & COMPANY, INC. | $8.5M | 102,727 | 2.38% | 16q | +9.3%+$723.4K |
| DAYMARK WEALTH PARTNERS, LLC | $7.6M | 92,019 | 0.19% | 15q | +0.5%+$40.2K |
| Savvy Advisors, Inc. | $7.6M | 91,405 | 0.16% | 3q | +2.1%+$153.9K |
| Cetera Investment Advisers | $7.2M | 86,556 | 0.01% | 10q | +20.2%+$1.2M |
| WELLS FARGO & COMPANY/MN | $7.1M | 86,293 | 0.00% | 31q | -46.4%-$6.2M |
| CIBC WORLD MARKET INC. | $7.0M | 84,743 | 0.01% | 30q | -6.2%-$460.6K |
| JONES FINANCIAL COMPANIES LLLP | $6.5M | 81,302 | 0.00% | 11q | +10.0%+$591.8K |
| MGO ONE SEVEN LLC | $6.1M | 73,768 | 0.10% | 10q | HELD |
| Valmark Advisers, Inc. | $6.1M | 73,484 | 0.06% | 20q | -1.3%-$77.2K |
| ENVESTNET ASSET MANAGEMENT INC | $5.9M | 70,825 | 0.00% | 31q | -22.6%-$1.7M |
| ROYAL BANK OF CANADA | $5.2M | 62,923 | 0.00% | 31q | +39.3%+$1.5M |
| Kestra Advisory Services, LLC | $5.0M | 60,053 | 0.02% | 23q | -44.1%-$3.9M |
| OSAIC HOLDINGS, INC. | $4.7M | 57,054 | 0.01% | 26q | +2.8%+$127.8K |
| Orion Porfolio Solutions, LLC | $4.4M | 53,705 | 0.03% | 13q | -5.4%-$251.6K |
| Atlas Private Wealth Advisors | $4.3M | 51,659 | 0.93% | 6q | +16.8%+$615.5K |
| FMR LLC | $4.0M | 47,832 | 0.00% | 31q | +4.8%+$182.5K |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | $3.3M | 40,158 | 0.42% | 23q | +1.6%+$52.6K |
| RITHOLTZ WEALTH MANAGEMENT | $3.2M | 38,260 | 0.02% | 6q | +95.5%+$1.5M |
| MML INVESTORS SERVICES, LLC | $3.0M | 36,851 | 0.01% | 31q | +10.9%+$300.3K |
| Dynamic Advisor Solutions LLC | $2.9M | 35,099 | 0.08% | 15q | -11.0%-$358.4K |
| RFG Advisory, LLC | $2.6M | 31,998 | 0.04% | 6q | -4.3%-$117.9K |
| Wealthcare Capital Partners, LLC | $2.4M | 29,056 | 0.99% | 7q | -4.3%-$107.7K |
| Steward Partners Investment Advisory, LLC | $2.3M | 28,393 | 0.01% | 29q | +8.6%+$185.8K |
| EVERGREEN CAPITAL MANAGEMENT LLC | $2.3M | 28,279 | 0.04% | 21q | HELD |
| TRUIST FINANCIAL CORP | $2.3M | 27,406 | 0.00% | 27q | -45.3%-$1.9M |
| GTS SECURITIES LLC | $2.2M | 26,628 | 0.05% | new | NEW |
| JANE STREET GROUP, LLC | $2.2M | 26,596 | 0.00% | new | NEW |
| Gotham Asset Management, LLC | $2.2M | 26,364 | 0.01% | 6q | HELD |
| Gladstone Institutional Advisory LLC | $2.1M | 25,796 | 0.07% | 31q | -3.9%-$87.2K |
| Mirae Asset Global Investments Co., Ltd. | $2.1M | 24,820 | 0.00% | 31q | -81.0%-$8.8M |
| Opus Financial Solutions LLC | $1.9M | 23,401 | 1.56% | 3q | -0.8%-$15.8K |
| Kingsview Wealth Management, LLC | $1.9M | 23,314 | 0.02% | 25q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.9M | 22,819 | 0.00% | 31q | -1.5%-$29.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8M | 22,335 | 0.00% | 22q | +61.7%+$704.0K |
| BANK OF MONTREAL /CAN/ | $1.8M | 21,932 | 0.00% | 31q | -1.6%-$29.0K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.7M | 21,112 | 0.00% | new | NEW |
| Berger Financial Group, Inc | $1.7M | 20,353 | 0.09% | 10q | -11.6%-$221.6K |
| Integrated Wealth Concepts LLC | $1.6M | 19,773 | 0.01% | 28q | +87.7%+$763.2K |
| GWN SECURITIES INC. | $1.6M | 19,194 | 0.27% | 7q | -7.5%-$128.7K |
| HighTower Advisors, LLC | $1.6M | 18,949 | 0.00% | 31q | +7.8%+$112.6K |
| Rothschild Wealth LLC | $1.5M | 18,717 | 0.12% | 14q | -2.7%-$42.6K |
| VALLEY NATIONAL ADVISERS INC | $1.5M | 18,489 | 0.17% | 31q | HELD |
| Corient Private Wealth LP | $1.5M | 18,448 | 0.00% | 4q | +138.8%+$886.1K |
| Wealthfront Advisers LLC | $1.5M | 18,303 | 0.00% | 15q | +47.3%+$485.5K |
| CHECK CAPITAL MANAGEMENT INC/CA | $1.5M | 17,600 | 0.01% | 31q | +100.0%+$727.1K |
| PNC Financial Services Group, Inc. | $1.3M | 15,788 | 0.00% | 31q | -4.8%-$65.9K |
| Traynor Capital Management, Inc. | $1.3M | 15,628 | 0.06% | 4q | HELD |
| Cerity Partners LLC | $1.3M | 15,354 | 0.00% | 9q | -2.3%-$30.3K |
| COURIER CAPITAL LLC | $1.2M | 14,783 | 0.06% | 24q | +2.0%+$24.0K |
| AlphaCore Capital LLC | $1.2M | 14,637 | 0.02% | 27q | -8.4%-$110.6K |
| SWEENEY & MICHEL, LLC | $1.2M | 14,544 | 0.32% | 12q | -3.4%-$42.6K |
| AE Wealth Management LLC | $1.2M | 14,319 | 0.01% | 23q | HELD |
| Beacon Pointe Advisors, LLC | $1.1M | 13,776 | 0.01% | 20q | +240.0%+$803.5K |
| Quantinno Capital Management LP | $1.1M | 13,663 | 0.00% | 5q | +83.1%+$512.5K |
| Creative Planning | $1.1M | 13,645 | 0.00% | 23q | -5.3%-$63.2K |
| Wealthspire Retirement, LLC | $1.1M | 13,452 | 0.06% | 5q | HELD |
| Focus Partners Wealth | $1.1M | 13,436 | 0.00% | 9q | +22.0%+$199.9K |
| MAI Capital Management | $1.1M | 13,312 | 0.00% | 12q | -2.0%-$22.3K |
| Ally Invest Advisors Inc. | $1.1M | 13,283 | 0.07% | 14q | -3.5%-$39.2K |
| Crescent Grove Advisors, LLC | $1.1M | 13,173 | 0.09% | 24q | -0.8%-$9.3K |
| Farther Finance Advisors, LLC | $1.1M | 12,854 | 0.01% | 8q | -1.9%-$20.2K |
| Glen Eagle Advisors, LLC | $1.0M | 12,602 | 0.13% | 37q | -1.8%-$19.3K |
| JPMORGAN CHASE & CO | $1.0M | 12,393 | 0.00% | 16q | +434.2%+$823.8K |
| GOLDMAN SACHS GROUP INC | $972.8K | 11,773 | 0.00% | new | NEW |
| Pallas Capital Advisors LLC | $969.3K | 11,731 | 0.03% | 22q | HELD |
| Curran Financial Partners, LLC | $913.0K | 11,049 | 0.14% | 5q | +13.2%+$106.5K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $887.9K | 10,746 | 0.00% | 26q | -8.6%-$84.0K |
| Concurrent Investment Advisors, LLC | $863.5K | 10,450 | 0.01% | 3q | HELD |
| Apollon Wealth Management, LLC | $841.5K | 10,184 | 0.01% | 11q | -5.2%-$46.2K |
| Qube Research & Technologies Ltd | $837.1K | 10,131 | 0.00% | 7q | -27.2%-$313.5K |
| Clay Northam Wealth Management, LLC | $819.2K | 9,914 | 0.40% | 19q | HELD |
| Family Office Research LLC | $819.1K | 9,913 | 0.31% | 7q | HELD |
| Mezzasalma Advisors, LLC | $804.1K | 9,731 | 0.16% | 7q | HELD |
| Cannon Advisors, Inc. | $797.2K | 9,761 | 0.49% | 8q | +36.2%+$211.7K |
| Evolution Wealth Advisors, LLC | $787.9K | 9,535 | 0.09% | 15q | HELD |
| Merit Financial Group, LLC | $775.8K | 9,388 | 0.00% | 5q | +94.3%+$376.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $769.7K | 9,341 | 0.00% | 12q | +4.3%+$32.1K |
| CAPTRUST FINANCIAL ADVISORS | $759.8K | 9,196 | 0.00% | 30q | -5.3%-$42.9K |
| OneDigital Investment Advisors LLC | $759.5K | 9,192 | 0.01% | 24q | +65.5%+$300.6K |
| Savant Capital, LLC | $742.9K | 9,035 | 0.00% | new | NEW |
| Mission Financial Group, LLC | $691.0K | 8,363 | 0.57% | 3q | HELD |
Showing the largest 100 of 286 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 | 277 | $3.0B | 36,927,660 | 39 | 59 | 76 | 0.0% |
| Q1 2026 | 255 | $2.8B | 40,796,079 | 23 | 60 | 71 | 0.0% |
| Q4 2025 | 264 | $2.9B | 41,431,214 | 24 | 81 | 74 | 0.0% |
| Q3 2025 | 252 | $2.9B | 40,675,510 | 30 | 63 | 75 | 0.0% |
| Q2 2025 | 245 | $2.7B | 41,828,961 | 36 | 40 | 94 | 0.0% |
| Q1 2025 | 227 | $2.4B | 41,509,917 | 16 | 47 | 92 | 0.0% |
| Q4 2024 | 231 | $2.5B | 42,395,038 | 20 | 61 | 69 | 0.0% |
| Q3 2024 | 217 | $2.6B | 42,331,295 | 13 | 48 | 84 | 0.0% |
| Q2 2024 | 224 | $2.5B | 42,179,269 | 13 | 45 | 86 | 0.0% |
| Q1 2024 | 225 | $2.6B | 42,820,451 | 18 | 58 | 76 | 0.0% |
| Q4 2023 | 223 | $2.6B | 42,653,515 | 28 | 44 | 82 | 0.0% |
| Q3 2023 | 202 | $2.3B | 43,436,923 | 22 | 61 | 57 | 0.1% |
| Q2 2023 | 196 | $2.5B | 45,494,070 | 18 | 57 | 55 | 0.1% |
| Q1 2023 | 188 | $2.2B | 42,108,882 | 9 | 42 | 75 | 0.0% |
| Q4 2022 | 185 | $2.0B | 42,686,305 | 21 | 44 | 67 | 0.0% |
| Q3 2022 | 210 | $1.9B | 42,337,388 | 21 | 50 | 62 | 0.0% |
| Q2 2022 | 220 | $2.1B | 43,184,042 | 23 | 49 | 82 | 0.0% |
| Q1 2022 | 237 | $2.6B | 44,012,099 | 24 | 70 | 72 | 0.0% |
| Q4 2021 | 247 | $3.0B | 45,598,438 | 23 | 92 | 49 | 0.0% |
| Q3 2021 | 221 | $2.7B | 43,665,517 | 22 | 83 | 53 | 0.0% |
| Q2 2021 | 207 | $2.7B | 43,129,678 | 17 | 84 | 43 | 0.1% |
| Q1 2021 | 206 | $2.4B | 41,145,427 | 30 | 83 | 35 | 0.0% |
| Q4 2020 | 183 | $2.3B | 40,334,873 | 25 | 56 | 45 | 0.0% |
| Q3 2020 | 155 | $2.0B | 41,400,835 | 31 | 50 | 35 | 0.0% |
| Q2 2020 | 132 | $1.9B | 42,962,751 | 23 | 47 | 29 | 0.0% |
| Q1 2020 | 129 | $1.5B | 41,996,790 | 15 | 37 | 42 | 0.0% |
| Q4 2019 | 130 | $2.2B | 51,364,732 | 18 | 38 | 29 | 0.0% |
| Q3 2019 | 111 | $2.0B | 52,060,650 | 19 | 36 | 29 | 0.0% |
| Q2 2019 | 104 | $2.0B | 52,990,284 | 15 | 34 | 28 | 0.0% |
| Q1 2019 | 97 | $1.9B | 50,769,166 | 10 | 23 | 35 | 0.0% |
| Q4 2018 | 93 | $1.7B | 52,561,232 | 1 | 5 | 1 | 0.0% |