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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
40,920
shares
|
$2.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
39,225
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2025
Added 55.49%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
38,683
shares
|
$2.37 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
|
$2.35 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
|
$2.24 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
36,036
shares
|
$2.21 Million
0.12% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
34,864
shares
|
$2.13 Million
5.62% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
33,433
shares
|
$2.05 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
33,248
shares
|
$2.04 Million
1.1% of portfolio
|
Q1 2025
Added 192.32%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
32,419
shares
|
$1.99 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
31,050
shares
|
$1.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 14.8%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
30,606
shares
|
$1.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
28,913
shares
|
$1.77 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
28,348
shares
|
$1.74 Million
0.49% of portfolio
|
Q1 2025
Reduced 25.19%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
28,163
shares
|
$1.72 Million
0.61% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
28,020
shares
|
$1.72 Million
0.0% of portfolio
|
Q1 2025
Added 179.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
26,178
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
23,426
shares
|
$1.43 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
22,993
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
22,397
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
22,269
shares
|
$1.36 Million
0.03% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
21,851
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
20,483
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
20,126
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Added 6.45%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
20,040
shares
|
$1.23 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.6%
|