Institutional Ownership Ishares Tr Exponential Technol (XT)
This table provides information about the institutional ownership of Ishares Tr Exponential Technol (XT). We have compiled data on the 287 institutions that hold shares in the stock, with a total of 42.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
34,614,440
shares
|
$2.27 Billion
4.52% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
686,674
shares
|
$45.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
348,436
shares
|
$22.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
296,852
shares
|
$19.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
292,585
shares
|
$19.2 Million
0.04% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
268,020
shares
|
$17.6 Million
0.06% of portfolio
|
Q2 2025
Added 856.53%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
265,089
shares
|
$17.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
263,329
shares
|
$17.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.76%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
252,292
shares
|
$16.6 Million
0.02% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
243,773
shares
|
$16 Million
0.38% of portfolio
|
Q2 2025
Added 49.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
210,819
shares
|
$13.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
202,875
shares
|
$13.3 Million
0.56% of portfolio
|
Q2 2025
Added 189.95%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
200,335
shares
|
$13.2 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
189,514
shares
|
$12.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
189,413
shares
|
$12.4 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
180,879
shares
|
$11.9 Million
0.6% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
173,122
shares
|
$11.4 Million
0.36% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
160,177
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Added 946.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,382
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
151,066
shares
|
$9.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
147,815
shares
|
$9.71 Million
0.02% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
133,813
shares
|
$8.79 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
118,612
shares
|
$7.79 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
111,724
shares
|
$7.34 Million
0.73% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
108,171
shares
|
$7.11 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.13%
|