iSHARES TRUST - XT

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$2.919B

QoQ value delta ($000)

-$50.31M (-1.69%)

Implied price effect (QoQ)

-2.92%

Total shares

41,791,849

QoQ shares delta

+519,612 (+1.26%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 8 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
Financial Engines Advisors L.L.C.	2,284,143	32,752,270	4.33%
MORGAN STANLEY	105,478	1,512,452	0.01%
LPL Financial LLC	43,564	624,671	0.01%
AMERIPRISE FINANCIAL INC	42,735	612,631	0.01%
Baird Financial Group, Inc.	38,167	547,287	0.06%
COMMONWEALTH EQUITY SERVICES, LLC	21,161	303,431	0.03%
BANK OF AMERICA CORP /DE/	19,595	280,976	0.0%
Wealthcare Advisory Partners LLC	17,649	253,082	0.35%
UBS Group AG	15,183	217,711	0.0%
New England Private Wealth Advisors LLC	14,736	211,305	1.83%
RAYMOND JAMES FINANCIAL INC	14,388	206,320	0.0%
Wharton Business Group, LLC	14,148	202,875	0.54%
CWM, LLC	12,838	184,090	0.03%
Stratos Investment Management, LLC	12,560	180,097	0.5%
Clearwater Capital Advisors, LLC	8,618	123,586	0.72%
Mariner, LLC	8,505	121,959	0.01%
CFS Investment Advisory Services, LLC	7,693	110,319	0.56%
Brookstone Capital Management	6,961	99,827	0.08%
Betterment LLC	6,929	99,355	0.01%
Arkadios Wealth Advisors	6,925	99,299	0.13%
Kestra Advisory Services, LLC	6,900	98,942	0.03%
BARRETT & COMPANY, INC.	6,582	94,389	2.2%
Savvy Advisors, Inc.	6,410	91,922	0.21%
DAYMARK WEALTH PARTNERS, LLC	6,352	91,089	0.2%
CIBC WORLD MARKET INC.	6,330	90,768	0.01%