| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 11% | +10% | $125,154,252 | -$9,174,719 | 2,475,361 | -6.8% | BlackRock Portfolio Management LLC | 30 Jun 2025 |
As of 30 Sep 2025, 255 institutional investors reported holding 15,586,275 shares of iSHARES TRUST - Common Stock (USXF). This represents 69% 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% | 2,697,218 | -28% | 0.04% | $154,577,542 |
| BlackRock, Inc. | 11% | 2,395,741 | -3.2% | 0% | $137,299,917 |
| LPL Financial LLC | 3.9% | 882,334 | -15% | 0.01% | $50,566,529 |
| SEI INVESTMENTS CO | 3.4% | 775,582 | +8.4% | 0.05% | $44,448,500 |
| SigFig Wealth Management, LLC | 3% | 667,268 | -0.87% | 1.2% | $38,047,598 |
| Envestnet Portfolio Solutions, Inc. | 2.3% | 525,332 | -32% | 0.11% | $30,106,768 |
| JPMORGAN CHASE & CO | 2.2% | 499,440 | +1.3% | 0% | $28,622,952 |
| Federation des caisses Desjardins du Quebec | 1.6% | 361,912 | +3.9% | 0.08% | $20,741,177 |
| MACKENZIE FINANCIAL CORP | 1.6% | 354,596 | -2.5% | 0.02% | $20,321,897 |
| PARK AVENUE SECURITIES LLC | 1.3% | 300,505 | -23% | 0.13% | $17,222,000 |
| Allworth Financial LP | 1.3% | 292,208 | +3.2% | 0.07% | $16,746,441 |
| Financial Connections Group, Inc. | 1.1% | 237,052 | +6.5% | 5.3% | $13,585,000 |
| Cetera Investment Advisers | 0.97% | 218,487 | -8.8% | 0.01% | $12,521,543 |
| SPINNAKER TRUST | 0.72% | 160,940 | -43% | 0.51% | $9,223,471 |
| ROYAL BANK OF CANADA | 0.66% | 149,545 | +20% | 0% | $8,571,000 |
| MML INVESTORS SERVICES, LLC | 0.66% | 148,528 | -33% | 0.02% | $8,512,146 |
| WELLS FARGO & COMPANY/MN | 0.54% | 120,866 | +10% | 0% | $6,926,823 |
| REGATTA CAPITAL GROUP, LLC | 0.51% | 115,172 | +1.9% | 1% | $6,600,512 |
| MORGAN STANLEY | 0.5% | 111,649 | +0.5% | 0% | $6,398,604 |
| RWA WEALTH PARTNERS, LLC | 0.48% | 108,174 | -0.7% | 0.07% | $6,199,446 |
| Balanced Rock Investment Advisors LLC | 0.48% | 107,818 | -8% | 4.5% | $6,179,072 |
| GTS SECURITIES LLC | 0.48% | 107,055 | 0.24% | $6,135,322 | |
| Invera Wealth Advisors, LLC | 0.47% | 106,244 | -5.1% | 3.8% | $6,088,844 |
| RAYMOND JAMES FINANCIAL INC | 0.46% | 104,620 | +318% | 0% | $5,995,760 |
| OSAIC HOLDINGS, INC. | 0.4% | 90,932 | +4.6% | 0.01% | $5,177,230 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 1,699,660 | $98,029,826 | +$215,862 | $57.58 | 50 |
| 2025 Q3 | 15,586,275 | $893,027,419 | -$97,053,771 | $57.31 | 255 |
| 2025 Q2 | 17,345,471 | $934,920,460 | -$162,381,335 | $53.93 | 262 |
| 2025 Q1 | 20,448,408 | $955,190,825 | +$14,819,800 | $46.67 | 242 |
| 2024 Q4 | 20,207,196 | $1,006,854,707 | +$94,141,563 | $49.72 | 243 |
| 2024 Q3 | 18,188,834 | $893,423,464 | +$7,479,382 | $49.08 | 228 |
| 2024 Q2 | 18,009,046 | $838,735,622 | +$38,229,402 | $46.58 | 209 |
| 2024 Q1 | 17,092,354 | $771,099,034 | +$92,091 | $45.15 | 198 |
| 2023 Q4 | 41,923 | $1,669,374 | +$37,789 | $39.82 | 2 |
| 2023 Q3 | 16,314,547 | $565,333,680 | -$60,178,139 | $34.66 | 165 |
| 2023 Q2 | 16,588,401 | $596,253,221 | +$2,331,511 | $35.95 | 162 |
| 2023 Q1 | 16,507,336 | $545,872,900 | +$3,613,780 | $33.07 | 156 |
| 2022 Q4 | 16,437,056 | $505,132,867 | +$21,038,275 | $30.66 | 142 |
| 2022 Q3 | 16,025,136 | $449,820,547 | +$27,953,362 | $28.02 | 126 |
| 2022 Q2 | 14,836,767 | $443,288,707 | -$52,114,984 | $29.87 | 124 |
| 2022 Q1 | 16,023,093 | $571,752,749 | +$171,895,771 | $35.69 | 122 |
| 2021 Q4 | 11,766,650 | $463,875,384 | +$73,969,057 | $39.43 | 132 |
| 2021 Q3 | 9,580,540 | $346,214,941 | +$144,995,882 | $36.12 | 94 |
| 2021 Q2 | 5,557,002 | $201,749,058 | +$61,761,259 | $36.30 | 77 |
| 2021 Q1 | 3,855,952 | $127,966,724 | +$44,826,678 | $33.17 | 54 |
| 2020 Q4 | 2,320,921 | $348,432 | -$2,178,869 | $0.03 | 32 |
| 2020 Q3 | 321,561 | $9,058,000 | +$3,333,397 | $28.00 | 4 |
| 2020 Q2 | 202,512 | $5,237,000 | +$4,997,993 | $25.51 | 3 |
| 2020 Q1 | 6,597 | $239,000 | $0 | $36.23 | 1 |
| 2019 Q4 | 6,597 | $239,000 | $0 | $36.23 | 1 |
| 2019 Q3 | 6,597 | $239,000 | $0 | $36.23 | 1 |
| 2019 Q2 | 6,597 | $239,000 | $0 | $36.23 | 1 |
| 2019 Q1 | 6,597 | $239,000 | $0 | $36.23 | 1 |