| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 11% | +10% | $133,496,219 | -$9,786,246 | 2,475,361 | -6.8% | BlackRock Portfolio Management LLC | 30 Jun 2025 |
As of 31 Dec 2025, 274 institutional investors reported holding 15,704,033 shares of iSHARES TRUST - Common Stock (USXF). This represents 70% of the company’s total 22,503,282 outstanding shares.
The largest institutional shareholders of iSHARES TRUST - Common Stock (USXF) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 12% | 2,667,032 | -1.1% | 0.05% | $153,567,713 |
| BlackRock, Inc. | 10% | 2,330,660 | -2.7% | 0% | $134,199,403 |
| LPL Financial LLC | 4% | 897,925 | +1.8% | 0.01% | $51,702,502 |
| SEI INVESTMENTS CO | 3.7% | 830,543 | +7.1% | 0.05% | $47,822,660 |
| SigFig Wealth Management, LLC | 3% | 670,255 | +0.45% | 1.2% | $38,593,349 |
| Envestnet Portfolio Solutions, Inc. | 2.3% | 525,690 | +0.07% | 0.11% | $30,269,238 |
| JPMORGAN CHASE & CO | 2.2% | 500,953 | +0.3% | 0% | $28,844,919 |
| Federation des caisses Desjardins du Quebec | 1.7% | 390,978 | +8% | 0.09% | $22,512,513 |
| MACKENZIE FINANCIAL CORP | 1.6% | 357,927 | +0.94% | 0.02% | $20,776,830 |
| PARK AVENUE SECURITIES LLC | 1.4% | 305,490 | +1.7% | 0.15% | $17,590,000 |
| Allworth Financial LP | 1.3% | 287,552 | -1.6% | 0.07% | $16,557,254 |
| Financial Connections Group, Inc. | 1.1% | 241,676 | +2% | 4.8% | $13,915,000 |
| Cetera Investment Advisers | 1% | 228,586 | +4.6% | 0.01% | $13,161,954 |
| MML INVESTORS SERVICES, LLC | 0.81% | 183,084 | +23% | 0.03% | $10,542,002 |
| ROYAL BANK OF CANADA | 0.81% | 181,974 | +22% | 0% | $10,478,000 |
| SPINNAKER TRUST | 0.71% | 160,570 | -0.23% | 0.49% | $9,245,621 |
| MORGAN STANLEY | 0.54% | 120,658 | +8.1% | 0% | $6,947,507 |
| RAYMOND JAMES FINANCIAL INC | 0.53% | 119,911 | +15% | 0% | $6,904,526 |
| REGATTA CAPITAL GROUP, LLC | 0.53% | 119,066 | +3.4% | 1% | $6,855,816 |
| WELLS FARGO & COMPANY/MN | 0.52% | 118,110 | -2.3% | 0% | $6,800,786 |
| RWA WEALTH PARTNERS, LLC | 0.46% | 104,618 | -3.3% | 0.07% | $6,023,898 |
| BANK OF AMERICA CORP /DE/ | 0.46% | 103,549 | +20% | 0% | $5,962,352 |
| Balanced Rock Investment Advisors LLC | 0.46% | 102,592 | -4.8% | 4.2% | $5,907,237 |
| Janney Montgomery Scott LLC | 0.43% | 95,901 | +7.3% | 0.01% | $5,522,000 |
| Invera Wealth Advisors, LLC | 0.43% | 95,787 | -9.8% | 3.5% | $5,515,415 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 15,704,033 | $904,625,879 | +$3,012,736 | $57.58 | 274 |
| 2025 Q3 | 15,586,536 | $893,042,370 | -$97,057,832 | $57.31 | 256 |
| 2025 Q2 | 17,345,471 | $934,920,460 | -$162,381,361 | $53.93 | 262 |
| 2025 Q1 | 20,448,408 | $955,190,825 | +$14,613,895 | $46.67 | 242 |
| 2024 Q4 | 20,216,772 | $1,007,345,758 | +$94,121,615 | $49.72 | 246 |
| 2024 Q3 | 18,193,465 | $893,650,730 | +$7,677,018 | $49.08 | 230 |
| 2024 Q2 | 18,018,377 | $839,170,261 | +$36,921,933 | $46.58 | 211 |
| 2024 Q1 | 17,115,546 | $772,146,142 | +$1,740,903 | $45.15 | 200 |
| 2023 Q4 | 17,199,589 | $684,916,279 | +$12,602,175 | $39.82 | 198 |
| 2023 Q3 | 16,558,481 | $573,788,416 | -$58,916,896 | $34.66 | 169 |
| 2023 Q2 | 16,799,621 | $603,846,564 | +$5,850,816 | $35.95 | 166 |
| 2023 Q1 | 16,614,073 | $549,402,693 | +$4,832,841 | $33.07 | 157 |
| 2022 Q4 | 16,507,036 | $507,278,454 | +$24,826,605 | $30.66 | 143 |
| 2022 Q3 | 16,054,812 | $450,652,069 | +$29,167,589 | $28.02 | 127 |
| 2022 Q2 | 14,837,990 | $443,325,238 | -$56,412,978 | $29.87 | 125 |
| 2022 Q1 | 16,745,188 | $597,526,749 | +$172,591,720 | $35.69 | 126 |
| 2021 Q4 | 11,766,948 | $463,887,137 | +$74,201,886 | $39.43 | 133 |
| 2021 Q3 | 9,580,665 | $346,219,490 | +$145,612,435 | $36.12 | 95 |
| 2021 Q2 | 5,557,087 | $201,752,596 | +$61,823,544 | $36.30 | 78 |
| 2021 Q1 | 3,855,939 | $127,965,870 | +$45,270,129 | $33.17 | 55 |
| 2020 Q4 | 2,497,409 | $78,232,040 | +$68,281,530 | $31.31 | 35 |
| 2020 Q3 | 321,561 | $9,058,000 | +$3,333,394 | $28.00 | 4 |
| 2020 Q2 | 202,512 | $5,237,000 | +$4,998,000 | $25.51 | 3 |
| 2020 Q1 | 6,597 | $239,000 | $36.23 | 1 | |
| 2019 Q4 | 6,597 | $239,000 | $36.23 | 1 | |
| 2019 Q3 | 6,597 | $239,000 | $36.23 | 1 | |
| 2019 Q2 | 6,597 | $239,000 | $36.23 | 1 | |
| 2019 Q1 | 6,597 | $239,000 | $36.23 | 1 |