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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
7,525
shares
|
$548,346
0.0% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,217
shares
|
$525,902
0.01% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
7,216
shares
|
$525,829
0.01% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
7,189
shares
|
$523,862
0.01% of portfolio
|
Q3 2025
Added 87.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,151
shares
|
$521,093
0.01% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
7,121
shares
|
$518,907
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
7,046
shares
|
$513,442
0.05% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,037
shares
|
$512,786
0.0% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
6,853
shares
|
$499,378
0.03% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
6,810
shares
|
$496,244
0.02% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,307
shares
|
$459,591
0.0% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
6,270
shares
|
$456,894
0.0% of portfolio
|
Q2 2025
Added 40.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,206
shares
|
$452,231
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,144
shares
|
$447,713
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
6,099
shares
|
$444,434
0.02% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,057
shares
|
$441,373
0.0% of portfolio
|
Q2 2024
Reduced 34.33%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,007
shares
|
$437,730
0.0% of portfolio
|
Q2 2025
Reduced 23.28%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
6,006
shares
|
$437,657
0.02% of portfolio
|
Q3 2025
Reduced 60.93%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
5,933
shares
|
$432,337
0.06% of portfolio
|
Q3 2025
Reduced 36.5%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
5,770
shares
|
$420,459
0.01% of portfolio
|
Q2 2025
Reduced 12.69%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
5,704
shares
|
$415,650
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
5,547
shares
|
$404,209
0.02% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
5,514
shares
|
$401,805
0.17% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
5,496
shares
|
$400,493
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,478
shares
|
$399,181
0.0% of portfolio
|
Q2 2025
Reduced 37.09%
|