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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Jul 31, 2025 Q1 2025 |
105,250
shares
|
$6.92 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
92,252
shares
|
$6.06 Million
2.26% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
91,429
shares
|
$6.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
90,384
shares
|
$5.94 Million
0.09% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
90,338
shares
|
$5.94 Million
0.24% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,584
shares
|
$5.82 Million
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
85,960
shares
|
$5.65 Million
0.18% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
82,530
shares
|
$5.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
76,746
shares
|
$5.04 Million
0.0% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
73,378
shares
|
$4.82 Million
0.16% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
71,595
shares
|
$4.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
69,970
shares
|
$4.6 Million
0.18% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
67,542
shares
|
$4.44 Million
0.06% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
56,506
shares
|
$3.71 Million
0.0% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
47,574
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
47,458
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
46,844
shares
|
$3.08 Million
0.42% of portfolio
|
Q2 2025
Added 99.97%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
42,770
shares
|
$2.81 Million
0.9% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
41,807
shares
|
$2.75 Million
1.51% of portfolio
|
Q1 2023
Reduced 1.35%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
41,696
shares
|
$2.74 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
40,920
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
40,491
shares
|
$2.66 Million
0.43% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
40,089
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
39,698
shares
|
$2.61 Million
0.09% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
39,225
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2025
Added 55.49%
|