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 272 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,600
shares
|
$159,198
0.01% of portfolio
|
Q1 2025
Reduced 91.51%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,538
shares
|
$155,401
0.0% of portfolio
|
Q2 2024
Added 3.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,318
shares
|
$141,931
0.0% of portfolio
|
Q3 2024
Added 102.09%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
2,198
shares
|
$134,583
0.03% of portfolio
|
Q2 2023
Added 88.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,987
shares
|
$121,664
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,655
shares
|
$101,335
0.0% of portfolio
|
Q1 2025
Added 110.03%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,637
shares
|
$100,233
0.02% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,575
shares
|
$96,437
0.01% of portfolio
|
Q1 2025
Reduced 93.91%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,477
shares
|
$90,436
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,423
shares
|
$87,130
0.0% of portfolio
|
Q1 2025
Reduced 24.23%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,420
shares
|
$86,946
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,342
shares
|
$82,170
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,280
shares
|
$78,374
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$61,230
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
979
shares
|
$59,944
0.0% of portfolio
|
Q4 2024
Reduced 30.07%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
882
shares
|
$54,004
0.07% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
860
shares
|
$52,657
0.04% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
750
shares
|
$45,922
0.0% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
725
shares
|
$44,391
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
674
shares
|
$41,269
0.01% of portfolio
|
Q1 2025
Added 33600.0%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
667
shares
|
$40,840
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
661
shares
|
$40,473
0.0% of portfolio
|
Q1 2025
Reduced 34.49%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
640
shares
|
$39,187
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
612
shares
|
$37,472
0.0% of portfolio
|
Q1 2025
Reduced 67.94%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
573
shares
|
$35,084
0.01% of portfolio
|
Q1 2025
New holding
|