XT — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (XT)? 11 institutions reported holding $3.35M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Farther Finance Advisors, LLC ($1.0M), CX Institutional ($640,000), Coastline Trust Co ($433,680).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $1.0M | 12,243 | Trimmed |
| 2 | CX Institutional | $640,000 | 7,674 | Trimmed |
| 3 | Coastline Trust Co | $433,680 | 5,200 | Trimmed |
| 4 | COLLECTIVE FAMILY OFFICE LLC | $393,064 | 4,713 | Hold |
| 5 | BOYUM WEALTH ARCHITECTS LLC | $309,249 | 3,668 | Trimmed |
| 6 | Wedmont Private Capital | $235,011 | 2,801 | Hold |
| 7 | ROCKLAND TRUST CO | $221,177 | 2,652 | New |
| 8 | CoreCap Advisors, LLC | $62,633 | 751 | Hold |
| 9 | EASTERN BANK | $19,099 | 229 | Hold |
| 10 | ELEVATION WEALTH PARTNERS, LLC | $17,529 | 210 | Hold |
| 11 | Versant Capital Management, Inc | $2,002 | 24 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30