iSHARES TRUST - XT

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$2.745B

QoQ value delta ($000)

-$173.9M (-5.96%)

Implied price effect (QoQ)

-2.4%

Total shares

40,269,176

QoQ shares delta

-1,522,738 (-3.64%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 266 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
Financial Engines Advisors L.L.C.	2,208,583	32,408,021	4.48%
LPL Financial LLC	42,208	619,351	0.01%
AMERIPRISE FINANCIAL INC	41,723	612,314	0.01%
Baird Financial Group, Inc.	38,088	558,892	0.06%
COMMONWEALTH EQUITY SERVICES, LLC	22,446	329,373	0.03%
UBS Group AG	19,265	282,691	0.0%
BANK OF AMERICA CORP /DE/	19,144	280,916	0.0%
Wealthcare Advisory Partners LLC	17,435	255,848	0.34%
MORGAN STANLEY	16,076	235,895	0.0%
New England Private Wealth Advisors LLC	14,701	215,732	1.7%
RAYMOND JAMES FINANCIAL INC	14,187	208,178	0.0%
Wharton Business Group, LLC	13,825	202,875	0.52%
CWM, LLC	12,431	182,419	0.03%
Stratos Investment Management, LLC	11,877	174,290	0.48%
Arkadios Wealth Advisors	9,190	134,859	0.15%
Betterment LLC	8,666	127,167	0.02%
Clearwater Capital Advisors, LLC	8,607	126,310	0.69%
CFS Investment Advisory Services, LLC	8,258	110,233	0.57%
Mariner, LLC	8,047	118,082	0.01%
Private Advisory Group LLC	7,720	113,286	0.51%
Kestra Advisory Services, LLC	7,315	107,352	0.03%
Brookstone Capital Management	7,230	106,103	0.08%
BARRETT & COMPANY, INC.	6,404	93,972	2.2%
DAYMARK WEALTH PARTNERS, LLC	6,237	91,532	0.2%
ENVESTNET ASSET MANAGEMENT INC	6,235	91,501	0.0%