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 303 institutions that hold shares in the stock, with a total of 42 Million shares, which have been reported (via 13F filing form) to have a value of $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,057
shares
|
$446,461
0.0% of portfolio
|
Q2 2024
Reduced 34.33%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
5,972
shares
|
$440,196
0.0% of portfolio
|
Q3 2025
Reduced 15.13%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
5,909
shares
|
$435,552
0.06% of portfolio
|
Q4 2025
Reduced 0.4%
|
|
|
Verity Wealth Advisors
|
Jan 07, 2026 Q4 2025 |
5,786
shares
|
$426,486
0.27% of portfolio
|
Q4 2025
Added 34.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,734
shares
|
$422,653
0.0% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
5,704
shares
|
$420,441
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
5,565
shares
|
$410,196
0.01% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 20, 2026 Q4 2025 |
5,562
shares
|
$409,975
0.05% of portfolio
|
Q4 2025
Reduced 0.34%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
5,547
shares
|
$408,869
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
|
$406,436
0.17% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
5,415
shares
|
$399,139
0.01% of portfolio
|
Q4 2025
Added 5.62%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
5,372
shares
|
$395,970
0.02% of portfolio
|
Q3 2025
Added 31.18%
|
|
|
Symmetry Partners, LLC
|
Oct 15, 2025 Q3 2025 |
5,340
shares
|
$393,611
0.04% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
5,280
shares
|
$389,188
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
5,199
shares
|
$383,218
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
5,065
shares
|
$373,341
0.01% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,007
shares
|
$369,065
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
4,963
shares
|
$365,822
0.08% of portfolio
|
Q4 2025
Added 1.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
4,923
shares
|
$362,874
0.0% of portfolio
|
Q4 2025
Added 1.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
4,911
shares
|
$361,989
0.0% of portfolio
|
Q4 2025
Added 0.14%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
4,884
shares
|
$359,999
0.04% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
4,820
shares
|
$355,282
0.01% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
4,801
shares
|
$353,881
0.15% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
4,713
shares
|
$347,395
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,667
shares
|
$344,004
0.0% of portfolio
|
Q3 2025
Reduced 14.57%
|
|