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 |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
5,547
shares
|
$364,493
0.02% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
5,496
shares
|
$361,142
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,478
shares
|
$359,959
0.0% of portfolio
|
Q2 2025
Reduced 37.09%
|
|
|
Symmetry Partners, LLC
|
Jul 17, 2025 Q2 2025 |
5,391
shares
|
$354,242
0.04% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
5,351
shares
|
$351,614
0.0% of portfolio
|
Q2 2025
Reduced 96.44%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
5,320
shares
|
$349,577
0.04% of portfolio
|
Q2 2025
Reduced 51.86%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
5,280
shares
|
$346,948
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
5,266
shares
|
$346,028
0.01% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,132
shares
|
$337,223
0.0% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
5,058
shares
|
$332,361
0.04% of portfolio
|
Q2 2025
Reduced 5.05%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
4,900
shares
|
$321,978
0.07% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
4,865
shares
|
$319,679
0.01% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Eq LLC
Mercer Island, WA |
Aug 11, 2025 Q2 2025 |
4,801
shares
|
$315,473
0.14% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
4,720
shares
|
$310,151
0.01% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
4,713
shares
|
$309,691
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,672
shares
|
$306,997
0.0% of portfolio
|
Q1 2025
Reduced 14.45%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,655
shares
|
$305,880
0.09% of portfolio
|
Q2 2022
Added 27.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,600
shares
|
$302,266
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
4,475
shares
|
$294,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
4,467
shares
|
$293,526
0.0% of portfolio
|
Q1 2025
Added 16.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
4,410
shares
|
$289,781
0.0% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
4,389
shares
|
$288,401
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,310
shares
|
$283,210
0.17% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
4,279
shares
|
$281,173
0.1% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
4,253
shares
|
$279,464
0.0% of portfolio
|
Q3 2024
Reduced 51.46%
|