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 |
|---|---|---|---|---|---|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
17,435
shares
|
$1.15 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
16,953
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 49.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
16,871
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
16,524
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.24%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
16,495
shares
|
$1.08 Million
0.09% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
15,374
shares
|
$1.01 Million
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
15,304
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
15,000
shares
|
$985,649
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
14,691
shares
|
$965,345
0.0% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
14,549
shares
|
$956,014
0.14% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
13,748
shares
|
$903,381
0.39% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
13,446
shares
|
$883,536
0.15% of portfolio
|
Q4 2022
Reduced 17.09%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
13,135
shares
|
$863,100
0.07% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
12,919
shares
|
$848,907
0.0% of portfolio
|
Q1 2025
Reduced 28.23%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
12,821
shares
|
$842,467
0.05% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
12,593
shares
|
$827,486
0.0% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Vaughan & CO Securities, Inc.
|
Jul 22, 2025 Q2 2025 |
12,591
shares
|
$827,354
0.48% of portfolio
|
Q2 2025
Reduced 81.87%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
12,025
shares
|
$790,162
0.03% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
11,780
shares
|
$774,063
0.52% of portfolio
|
Q1 2024
Added 123.61%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,551
shares
|
$759,016
0.01% of portfolio
|
Q2 2025
Added 61.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
11,387
shares
|
$748,239
0.02% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
11,383
shares
|
$747,976
0.0% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
11,283
shares
|
$741,405
0.05% of portfolio
|
Q2 2025
Reduced 39.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
11,201
shares
|
$736,017
0.0% of portfolio
|
Q2 2025
Added 190.03%
|
|
|
Mc Ginn Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
11,181
shares
|
$734,703
0.46% of portfolio
|
Q2 2025
New holding
|