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 |
|---|---|---|---|---|---|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
17,435
shares
|
$1.27 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
16,871
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
16,495
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
16,336
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 58.35%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
15,304
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
14,691
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
14,455
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.73%
|
|
|
Family Office Research LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
13,700
shares
|
$998,319
0.42% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
13,576
shares
|
$989,283
0.14% of portfolio
|
Q2 2025
Reduced 6.69%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
13,446
shares
|
$979,810
0.15% of portfolio
|
Q4 2022
Reduced 17.09%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
13,135
shares
|
$957,147
0.07% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
12,821
shares
|
$934,266
0.05% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
12,593
shares
|
$917,651
0.0% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
12,025
shares
|
$876,261
0.03% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
11,551
shares
|
$841,721
0.01% of portfolio
|
Q2 2025
Added 61.06%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
11,383
shares
|
$829,479
0.0% of portfolio
|
Q2 2025
Reduced 8.51%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
11,283
shares
|
$822,192
0.04% of portfolio
|
Q2 2025
Reduced 39.22%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
11,236
shares
|
$818,767
0.02% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
11,201
shares
|
$816,216
0.0% of portfolio
|
Q2 2025
Added 190.03%
|
|
|
Mc Ginn Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
11,181
shares
|
$814,759
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
11,167
shares
|
$813,739
0.0% of portfolio
|
Q2 2025
Added 26.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
11,151
shares
|
$812,573
0.0% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
11,013
shares
|
$802,517
0.29% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,724
shares
|
$781,457
0.0% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
9,986
shares
|
$727,679
0.42% of portfolio
|
Q2 2025
Reduced 1.96%
|