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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
3,236
shares
|
$212,637
0.01% of portfolio
|
Q2 2025
Reduced 21.91%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
3,188
shares
|
$209,483
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
3,122
shares
|
$205,146
0.01% of portfolio
|
Q2 2025
Reduced 50.21%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
3,118
shares
|
$204,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
3,092
shares
|
$203,175
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
3,085
shares
|
$202,715
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
2,600
shares
|
$170,845
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
|
$166,771
0.0% of portfolio
|
Q2 2024
Added 3.89%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
2,503
shares
|
$164,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,491
shares
|
$163,683
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,258
shares
|
$148,373
0.0% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
2,198
shares
|
$144,430
0.04% of portfolio
|
Q2 2023
Added 88.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
1,987
shares
|
$130,565
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,737
shares
|
$114,138
0.0% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
1,637
shares
|
$107,567
0.03% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,558
shares
|
$102,376
0.0% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,477
shares
|
$97,053
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,424
shares
|
$93,571
0.0% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,342
shares
|
$88,182
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,280
shares
|
$84,108
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
1,200
shares
|
$78,851
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
882
shares
|
$57,956
0.07% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
860
shares
|
$56,510
0.04% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
780
shares
|
$51,253
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
762
shares
|
$50,071
0.0% of portfolio
|
Q2 2025
Reduced 95.46%
|