Public ownership evidence

iShares Trust iShares Future Exponential Technologies ETF (XT) Ownership Disclosures

Read XT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

iShares Trust iShares Future Exponential Technologies ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
8,281
Value (USD)
$684,259
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read XT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read XT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-288,281$684,259None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28140$11,568None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28140$9,541None
Dakota Wealth Management2025-09-302026-08-273,570$256,828None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-207,552$624,058None
Kingsview Wealth Management, LLC2026-06-302026-08-2023,314$1,926,458None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2011,287$932,608None
Beacon Pointe Advisors, LLC2026-06-302026-08-1913,776$1,138,280None
WNY Asset Management, LLC2026-06-302026-08-187,533$622,438None
Comprehensive Money Management Services LLC2026-06-302026-08-187,528$622,039None
Corient Private Wealth LP2026-06-302026-08-189,224$762,179None
Pure Financial Advisors, LLC2026-06-302026-08-183,089$255,244None
Equitable Holdings, Inc.2026-06-302026-08-187,330$605,654None
MCGUIRE CAPITAL ADVISORS INC2026-06-302026-08-15176$14,543None
Glen Eagle Advisors, LLC2026-06-302026-08-1512,602$1,041,324None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15533$44,042None
Perennial Investment Advisors, LLC2026-06-302026-08-153,355$277,230None
Widmann Financial Services, Inc.2026-06-302026-08-152,469$204,013None
Invst, LLC2026-06-302026-08-153,105$256,566None
Western Wealth Management, LLC2026-06-302026-08-155,238$432,806None
Strategic Investment Advisors / MI2026-06-302026-08-151,438$118,822None
Foundations Investment Advisors, LLC2026-06-302026-08-153,665$302,835None
Qube Research & Technologies Ltd2026-06-302026-08-1510,131$837,125None
IFG Advisory, LLC2026-06-302026-08-156,910$570,946None
OSAIC HOLDINGS, INC.2026-06-302026-08-1513,265$1,096,098None
OSAIC HOLDINGS, INC.2026-06-302026-08-1543,789$3,619,057None
Betterment LLC2026-06-302026-08-15125,622$10,380,000None
JANE STREET GROUP, LLC2026-06-302026-08-1526,596$2,197,627None
Heritage Wealth Advisors2026-06-302026-08-15458$37,845None
Orion Porfolio Solutions, LLC2026-06-302026-08-1553,705$4,437,632None
FLOW TRADERS U.S. LLC2026-06-302026-08-1523,912$1,976,000None
GTS SECURITIES LLC2026-06-302026-08-1526,628$2,200,272None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1521,112$1,744,485None
Gotham Asset Management, LLC2026-06-302026-08-1526,364$2,178,457None
Destination Wealth Management2026-06-302026-08-155,801$479,337None
Financial Engines Advisors L.L.C.2026-06-302026-08-1529,474,371$2,435,467,249None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1581,302$6,504,127None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15436$36,059None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15544,035$44,986,233None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15411$33,961None
MAI Capital Management2026-06-302026-08-1513,312$1,099,938None
Cerity Partners LLC2026-06-302026-08-155,572$460,377None
Cerity Partners LLC2026-06-302026-08-159,782$808,316None
Cresset Asset Management, LLC2026-06-302026-08-152,623$216,742None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-154,904$405,218None
ROYAL BANK OF CANADA2026-06-302026-08-153,621$299,000None
ROYAL BANK OF CANADA2026-06-302026-08-1557,457$4,748,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,845$152,000None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-155,754$475,440None
D. E. Shaw & Co., Inc.2026-06-302026-08-152,920$241,280None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Dakota Wealth Management ↗Wilson & Boucher Capital Management, LLC ↗Kingsview Wealth Management, LLC ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗WNY Asset Management, LLC ↗Comprehensive Money Management Services LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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