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 Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
38,683
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.53%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
38,312
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2025
Added 62.01%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,518
shares
|
$2.4 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
34,864
shares
|
$2.29 Million
5.62% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
31,725
shares
|
$2.08 Million
1.04% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
31,050
shares
|
$2.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
30,815
shares
|
$2.02 Million
0.29% of portfolio
|
Q2 2025
Reduced 63.1%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
29,790
shares
|
$1.96 Million
0.69% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
29,180
shares
|
$1.92 Million
0.01% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
28,913
shares
|
$1.9 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,476
shares
|
$1.87 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
28,348
shares
|
$1.86 Million
0.49% of portfolio
|
Q1 2025
Reduced 25.19%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
27,042
shares
|
$1.78 Million
0.14% of portfolio
|
Q2 2025
Reduced 16.59%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
24,700
shares
|
$1.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.57%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
22,993
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
22,427
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
21,743
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 8.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
21,738
shares
|
$1.43 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
20,508
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 53.59%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
20,483
shares
|
$1.35 Million
0.09% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
19,308
shares
|
$1.27 Million
0.7% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
19,020
shares
|
$1.25 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
18,597
shares
|
$1.22 Million
0.23% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
18,480
shares
|
$1.21 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,073
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.32%
|