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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
19,228
shares
|
$1.18 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
19,199
shares
|
$1.18 Million
0.69% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
18,644
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.49%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
18,643
shares
|
$1.14 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
18,565
shares
|
$1.14 Million
0.08% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
18,073
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
18,007
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
17,511
shares
|
$1.07 Million
0.06% of portfolio
|
Q1 2025
Added 153.27%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
16,953
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 49.43%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16,772
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
16,559
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
16,350
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
16,215
shares
|
$992,844
0.01% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
15,847
shares
|
$970,311
0.14% of portfolio
|
Q1 2025
Reduced 85.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
15,387
shares
|
$942,146
0.0% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
15,374
shares
|
$941,350
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
15,000
shares
|
$918,450
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
14,549
shares
|
$890,835
0.14% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
14,020
shares
|
$858,444
0.0% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
13,748
shares
|
$841,790
0.39% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
13,446
shares
|
$823,298
0.15% of portfolio
|
Q4 2022
Reduced 17.09%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
13,005
shares
|
$796,296
0.05% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
12,919
shares
|
$791,030
0.0% of portfolio
|
Q1 2025
Reduced 28.23%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
12,593
shares
|
$771,069
0.0% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
12,522
shares
|
$766,722
0.06% of portfolio
|
Q1 2025
Reduced 1.51%
|