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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,118
shares
|
$227,208
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,092
shares
|
$225,314
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,085
shares
|
$224,803
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
3,045
shares
|
$221,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Oct 20, 2025 Q3 2025 |
2,985
shares
|
$217,516
0.23% of portfolio
|
Q3 2025
Reduced 62.64%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
2,920
shares
|
$212,780
0.05% of portfolio
|
Q3 2025
Reduced 19.09%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
2,812
shares
|
$204,910
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
2,799
shares
|
$203,963
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,538
shares
|
$184,944
0.0% of portfolio
|
Q2 2024
Added 3.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,491
shares
|
$181,519
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,200
shares
|
$160,314
0.0% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
2,198
shares
|
$160,168
0.04% of portfolio
|
Q2 2023
Added 88.18%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
2,063
shares
|
$150,330
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,987
shares
|
$144,792
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,910
shares
|
$139,181
0.02% of portfolio
|
Q2 2025
Reduced 47.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,737
shares
|
$126,575
0.0% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,637
shares
|
$119,288
0.03% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,558
shares
|
$113,531
0.0% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,477
shares
|
$107,628
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,424
shares
|
$103,766
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,342
shares
|
$97,791
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,280
shares
|
$93,273
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
1,200
shares
|
$87,444
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
882
shares
|
$64,271
0.07% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
860
shares
|
$62,668
0.04% of portfolio
|
Q1 2025
Added 22.86%
|