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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,442
shares
|
$761,823
0.0% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
12,124
shares
|
$742,352
0.11% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
11,780
shares
|
$721,289
0.5% of portfolio
|
Q1 2024
Added 123.61%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
11,334
shares
|
$693,980
0.03% of portfolio
|
Q1 2025
Reduced 72.35%
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
11,273
shares
|
$690,245
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
11,148
shares
|
$682,592
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
11,094
shares
|
$679,285
0.24% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
11,051
shares
|
$676,652
0.07% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
10,378
shares
|
$635,444
0.06% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
10,376
shares
|
$635,322
0.01% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
10,186
shares
|
$623,688
0.42% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
9,959
shares
|
$609,789
0.02% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
9,854
shares
|
$603,360
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
9,752
shares
|
$597,114
0.0% of portfolio
|
Q1 2025
Added 35.26%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
9,731
shares
|
$595,829
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
9,627
shares
|
$589,461
0.02% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
9,554
shares
|
$584,991
0.2% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
9,540
shares
|
$584,134
0.3% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
9,535
shares
|
$583,828
0.09% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Wilson & Boucher Capital Management, LLC
|
May 14, 2025 Q1 2025 |
9,051
shares
|
$554,192
0.39% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
8,883
shares
|
$543,906
0.28% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
8,811
shares
|
$539,497
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Check Capital Management Inc
|
May 01, 2025 Q1 2025 |
8,800
shares
|
$538,824
0.02% of portfolio
|
Q1 2025
Reduced 29.32%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
8,773
shares
|
$537,170
0.0% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
8,707
shares
|
$533,129
0.0% of portfolio
|
Q4 2024
Added 7.41%
|