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 291 institutions that hold shares in the stock, with a total of 43.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
99,102
shares
|
$7.22 Million
0.06% of portfolio
|
Q2 2025
Reduced 87.98%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
97,424
shares
|
$7.1 Million
0.03% of portfolio
|
Q2 2025
Added 36.08%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
94,881
shares
|
$6.91 Million
0.09% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
92,252
shares
|
$6.72 Million
2.26% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
91,153
shares
|
$6.64 Million
0.23% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
91,026
shares
|
$6.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,584
shares
|
$6.46 Million
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
85,960
shares
|
$6.26 Million
0.18% of portfolio
|
Q2 2025
Added 6.41%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
82,530
shares
|
$6.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
73,886
shares
|
$5.38 Million
0.33% of portfolio
|
Q3 2025
Reduced 31.7%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
72,566
shares
|
$5.29 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
67,761
shares
|
$4.94 Million
0.06% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
67,482
shares
|
$4.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
56,506
shares
|
$4.12 Million
0.0% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
50,722
shares
|
$3.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 68.33%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
47,574
shares
|
$3.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
46,844
shares
|
$3.41 Million
0.42% of portfolio
|
Q2 2025
Added 99.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
44,195
shares
|
$3.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
43,324
shares
|
$3.16 Million
0.01% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
42,770
shares
|
$3.12 Million
0.9% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
41,807
shares
|
$3.05 Million
1.51% of portfolio
|
Q1 2023
Reduced 1.35%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
41,696
shares
|
$3.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
40,491
shares
|
$2.95 Million
0.43% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
39,698
shares
|
$2.89 Million
0.09% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
38,683
shares
|
$2.82 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.53%
|