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 |
|---|---|---|---|---|---|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
11,167
shares
|
$733,783
0.0% of portfolio
|
Q2 2025
Added 26.74%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
11,013
shares
|
$723,664
0.29% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,724
shares
|
$704,674
0.0% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,986
shares
|
$656,180
0.43% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
9,959
shares
|
$654,405
0.02% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
9,894
shares
|
$650,134
0.02% of portfolio
|
Q2 2025
Added 35.5%
|
|
|
Curran Financial Partners, LLC
|
Jul 21, 2025 Q2 2025 |
9,760
shares
|
$641,329
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
9,752
shares
|
$640,803
0.0% of portfolio
|
Q1 2025
Added 35.26%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
9,731
shares
|
$639,424
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
9,554
shares
|
$627,793
0.2% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
9,535
shares
|
$626,544
0.09% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
9,502
shares
|
$624,376
0.02% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
9,452
shares
|
$621,090
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
9,412
shares
|
$618,462
0.31% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
9,344
shares
|
$613,994
0.08% of portfolio
|
Q2 2025
Reduced 41.04%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
9,246
shares
|
$607,554
0.04% of portfolio
|
Q2 2025
Added 14.08%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
9,051
shares
|
$594,741
0.41% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
8,883
shares
|
$583,701
0.28% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Check Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
8,800
shares
|
$578,248
0.02% of portfolio
|
Q1 2025
Reduced 29.32%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
8,618
shares
|
$566,288
0.0% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
8,221
shares
|
$540,201
0.19% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
8,191
shares
|
$538,230
0.08% of portfolio
|
Q1 2025
Added 50.43%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
8,033
shares
|
$527,848
0.16% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Aug 12, 2025 Q2 2025 |
7,989
shares
|
$524,957
0.65% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
7,843
shares
|
$515,363
0.39% of portfolio
|
Q2 2025
Reduced 1.26%
|