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 48.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
34,305,434
shares
|
$1.99 Billion
4.25% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
4,447,205
shares
|
$258 Million
0.09% of portfolio
|
Q1 2025
Added 10895.41%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
898,449
shares
|
$52 Million
0.85% of portfolio
|
Q4 2022
Reduced 2.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
727,590
shares
|
$42.1 Million
0.02% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
348,436
shares
|
$20.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.15%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
296,852
shares
|
$17.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 58.46%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
270,134
shares
|
$15.6 Million
0.03% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
265,089
shares
|
$15.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
263,329
shares
|
$15.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.76%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
246,762
shares
|
$14.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
210,819
shares
|
$12.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.67%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
209,512
shares
|
$12.1 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
202,259
shares
|
$11.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
200,447
shares
|
$11.6 Million
1.84% of portfolio
|
Q1 2025
Reduced 4.08%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
189,413
shares
|
$11 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
172,153
shares
|
$9.97 Million
0.33% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
162,929
shares
|
$9.44 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Jane Street Group, LLC
New York, NY |
May 14, 2025 Q1 2025 |
160,177
shares
|
$9.28 Million
0.0% of portfolio
|
Q1 2025
Added 946.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,382
shares
|
$9.06 Million
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
151,066
shares
|
$8.75 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
150,309
shares
|
$8.71 Million
0.1% of portfolio
|
Q1 2025
Added 1734.83%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
147,815
shares
|
$8.56 Million
0.02% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
135,269
shares
|
$7.84 Million
0.45% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
120,088
shares
|
$6.96 Million
0.61% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
111,663
shares
|
$6.47 Million
0.45% of portfolio
|
Q1 2025
Reduced 6.7%
|