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 269 institutions that hold shares in the stock, with a total of 44.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
20,483
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
20,040
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
19,228
shares
|
$1.11 Million
0.2% of portfolio
|
Q1 2025
Reduced 8.28%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Apr 21, 2025 Q1 2025 |
19,199
shares
|
$1.11 Million
0.69% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
18,907
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
18,889
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
18,644
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 59.49%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
18,643
shares
|
$1.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
18,565
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
18,007
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 22.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,000
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 47.76%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
17,821
shares
|
$1.03 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16,772
shares
|
$971,601
0.03% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
16,559
shares
|
$959,262
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
16,467
shares
|
$953,933
0.16% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
16,350
shares
|
$947,155
0.08% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
16,215
shares
|
$939,334
0.01% of portfolio
|
Q1 2025
Added 8.22%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
15,847
shares
|
$918,016
0.14% of portfolio
|
Q1 2025
Reduced 85.96%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
15,387
shares
|
$891,368
0.0% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
15,374
shares
|
$890,615
0.04% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,301
shares
|
$886,386
0.0% of portfolio
|
Q4 2024
Reduced 84.54%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,872
shares
|
$861,534
0.03% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
14,020
shares
|
$812,178
0.0% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
13,446
shares
|
$778,926
0.15% of portfolio
|
Q4 2022
Reduced 17.09%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
13,005
shares
|
$753,379
0.05% of portfolio
|
Q1 2025
Reduced 0.88%
|