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 |
|---|---|---|---|---|---|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
4,231
shares
|
$278,019
0.15% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,207
shares
|
$276,441
0.02% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
4,100
shares
|
$269,411
0.01% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
4,095
shares
|
$269,082
0.03% of portfolio
|
Q2 2025
Reduced 22.59%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
4,051
shares
|
$266,191
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
4,023
shares
|
$264,351
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,000
shares
|
$262,840
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
3,969
shares
|
$260,802
0.0% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
3,961
shares
|
$260,277
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
3,958
shares
|
$260,080
0.04% of portfolio
|
Q2 2025
Reduced 12.55%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
3,958
shares
|
$260,080
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
3,842
shares
|
$252,457
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,810
shares
|
$250,355
0.0% of portfolio
|
Q1 2025
Reduced 81.51%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
3,659
shares
|
$240,432
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,636
shares
|
$238,921
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
3,609
shares
|
$237,147
0.07% of portfolio
|
Q4 2023
Reduced 17.4%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
3,588
shares
|
$235,767
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
3,570
shares
|
$234,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,514
shares
|
$230,904
0.0% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
3,511
shares
|
$230,707
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,499
shares
|
$229,919
0.0% of portfolio
|
Q1 2025
Reduced 92.17%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
3,470
shares
|
$228,013
0.02% of portfolio
|
Q2 2025
Reduced 66.56%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
3,461
shares
|
$227,422
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
3,445
shares
|
$226,370
0.08% of portfolio
|
Q3 2024
Reduced 80.56%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
3,383
shares
|
$222,296
0.03% of portfolio
|
Q4 2024
New holding
|