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 |
|---|---|---|---|---|---|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
9,760
shares
|
$711,211
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
9,731
shares
|
$709,097
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
9,559
shares
|
$696,564
0.21% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,535
shares
|
$694,815
0.09% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
9,498
shares
|
$692,119
0.02% of portfolio
|
Q2 2025
Reduced 4.63%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
9,452
shares
|
$688,767
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
9,412
shares
|
$685,852
0.31% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
9,246
shares
|
$673,756
0.04% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
9,197
shares
|
$670,185
0.02% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,955
shares
|
$652,550
0.0% of portfolio
|
Q2 2025
Reduced 8.17%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
8,883
shares
|
$647,304
0.28% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Check Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
8,800
shares
|
$641,256
0.02% of portfolio
|
Q1 2025
Reduced 29.32%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
8,651
shares
|
$630,398
0.41% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
8,618
shares
|
$627,993
0.0% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
8,575
shares
|
$624,860
0.0% of portfolio
|
Q3 2025
Added 56.54%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
8,517
shares
|
$620,633
0.02% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
8,221
shares
|
$599,064
0.19% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,034
shares
|
$585,437
0.08% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
8,033
shares
|
$585,364
0.16% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
7,728
shares
|
$563,139
0.42% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
7,714
shares
|
$562,119
0.24% of portfolio
|
Q2 2022
Added 20.32%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,699
shares
|
$561,026
0.38% of portfolio
|
Q1 2023
Reduced 11.77%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
7,644
shares
|
$557,018
0.38% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
7,635
shares
|
$556,362
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
7,634
shares
|
$556,289
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|