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 |
|---|---|---|---|---|---|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
262
shares
|
$17,216
0.01% of portfolio
|
Q4 2022
Added 0.38%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
259
shares
|
$17,018
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
257
shares
|
$16,887
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
252
shares
|
$16,558
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
229
shares
|
$15,047
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
229
shares
|
$15,047
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
219
shares
|
$14,390
0.0% of portfolio
|
Q1 2025
Reduced 42.97%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
210
shares
|
$13,799
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
207
shares
|
$13,601
0.03% of portfolio
|
Q3 2024
Reduced 93.22%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
204
shares
|
$13,404
0.0% of portfolio
|
Q2 2025
Reduced 79.16%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
161
shares
|
$10,579
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
160
shares
|
$10,513
0.0% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
157
shares
|
$10,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
150
shares
|
$9,856
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
150
shares
|
$9,856
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
125
shares
|
$8,213
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
101
shares
|
$6,636
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
100
shares
|
$6,570
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
98
shares
|
$6,439
0.0% of portfolio
|
Q2 2025
Reduced 83.99%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
78
shares
|
$5,125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
74
shares
|
$4,862
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
50
shares
|
$3,285
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
50
shares
|
$3,285
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
46
shares
|
$3,022
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
42
shares
|
$2,759
0.0% of portfolio
|
Q1 2025
New holding
|