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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
38,551
shares
|
$2.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.79%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,518
shares
|
$2.66 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
34,864
shares
|
$2.54 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
|
$2.31 Million
1.04% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
30,441
shares
|
$2.22 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
30,400
shares
|
$2.22 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
29,790
shares
|
$2.17 Million
0.69% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
29,180
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Added 11.47%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,476
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
26,368
shares
|
$1.92 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
26,193
shares
|
$1.91 Million
0.46% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
24,798
shares
|
$1.81 Million
0.07% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
24,700
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 59.57%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
23,867
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 44.44%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
22,427
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
21,743
shares
|
$1.58 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
|
$1.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
20,887
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2025
Added 39.25%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
20,508
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2025
Reduced 53.59%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
20,483
shares
|
$1.49 Million
0.09% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
19,308
shares
|
$1.41 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
|
$1.39 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
18,597
shares
|
$1.36 Million
0.23% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
18,479
shares
|
$1.35 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,073
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.32%
|