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 272 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
105,250
shares
|
$6.44 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
91,429
shares
|
$5.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
91,074
shares
|
$5.58 Million
2.26% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,584
shares
|
$5.42 Million
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
88,285
shares
|
$5.41 Million
0.23% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
84,180
shares
|
$5.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
83,504
shares
|
$5.11 Million
0.81% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
82,198
shares
|
$5.03 Million
0.08% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
80,782
shares
|
$4.95 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
76,746
shares
|
$4.7 Million
0.0% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
71,595
shares
|
$4.38 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
70,880
shares
|
$4.34 Million
0.17% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
69,970
shares
|
$4.28 Million
0.18% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
69,451
shares
|
$4.25 Million
2.5% of portfolio
|
Q1 2025
Reduced 29.75%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
67,342
shares
|
$4.12 Million
0.06% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
61,100
shares
|
$3.74 Million
0.01% of portfolio
|
Q1 2025
Added 17.27%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
48,953
shares
|
$3 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.9%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
48,446
shares
|
$2.97 Million
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
47,458
shares
|
$2.91 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
46,156
shares
|
$2.83 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
46,013
shares
|
$2.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.99%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
45,820
shares
|
$2.81 Million
0.46% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
44,189
shares
|
$2.71 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
42,770
shares
|
$2.62 Million
0.9% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
41,807
shares
|
$2.56 Million
1.51% of portfolio
|
Q1 2023
Reduced 1.35%
|