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 286 institutions that hold shares in the stock, with a total of 44.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
34,614,440
shares
|
$2.27 Billion
4.52% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
824,495
shares
|
$54.2 Million
0.06% of portfolio
|
Q2 2025
Added 683.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
686,674
shares
|
$45.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
641,593
shares
|
$42.2 Million
0.01% of portfolio
|
Q2 2025
Added 143.65%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
292,585
shares
|
$19.2 Million
0.04% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
287,652
shares
|
$18.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
274,900
shares
|
$18.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.1%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
268,020
shares
|
$17.6 Million
0.06% of portfolio
|
Q2 2025
Added 856.53%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
263,326
shares
|
$17.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
252,292
shares
|
$16.6 Million
0.02% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
243,773
shares
|
$16 Million
0.38% of portfolio
|
Q2 2025
Added 49.62%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
209,967
shares
|
$13.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
202,875
shares
|
$13.3 Million
0.56% of portfolio
|
Q2 2025
Added 189.95%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
200,335
shares
|
$13.2 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
195,373
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Added 5483.68%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
189,514
shares
|
$12.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
189,413
shares
|
$12.4 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
180,879
shares
|
$11.9 Million
0.6% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
173,122
shares
|
$11.4 Million
0.36% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,382
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
137,103
shares
|
$9.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
133,813
shares
|
$8.79 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
118,612
shares
|
$7.79 Million
0.63% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
111,724
shares
|
$7.34 Million
0.73% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
108,171
shares
|
$7.11 Million
0.47% of portfolio
|
Q2 2025
Reduced 3.13%
|