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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
7,830
shares
|
$514,509
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
7,714
shares
|
$506,886
0.24% of portfolio
|
Q2 2022
Added 20.32%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,699
shares
|
$505,901
0.38% of portfolio
|
Q1 2023
Reduced 11.77%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
7,692
shares
|
$505,441
0.03% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
7,676
shares
|
$504,389
0.4% of portfolio
|
Q2 2025
Added 30.41%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
7,635
shares
|
$501,695
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
7,634
shares
|
$501,630
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
7,572
shares
|
$497,556
0.0% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
7,564
shares
|
$497,030
0.07% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,217
shares
|
$474,229
0.01% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
7,121
shares
|
$467,920
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
7,046
shares
|
$462,992
0.05% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
7,037
shares
|
$462,401
0.0% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,025
shares
|
$461,612
0.0% of portfolio
|
Q2 2025
Reduced 6.64%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
6,967
shares
|
$457,801
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
6,810
shares
|
$447,485
0.02% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,609
shares
|
$434,277
0.01% of portfolio
|
Q1 2025
Reduced 55.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,607
shares
|
$434,145
0.01% of portfolio
|
Q2 2025
Reduced 16.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
6,343
shares
|
$416,798
0.02% of portfolio
|
Q2 2025
Reduced 16.98%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,206
shares
|
$407,796
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,190
shares
|
$406,744
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
6,144
shares
|
$403,722
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,057
shares
|
$398,005
0.0% of portfolio
|
Q2 2024
Reduced 34.33%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,704
shares
|
$374,809
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
5,553
shares
|
$364,887
0.17% of portfolio
|
Q2 2025
Added 0.27%
|