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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
4,383
shares
|
$253,907
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
4,310
shares
|
$249,678
0.15% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
4,279
shares
|
$247,882
0.1% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
4,253
shares
|
$246,376
0.0% of portfolio
|
Q3 2024
Reduced 51.46%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,206
shares
|
$243,653
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,144
shares
|
$240,061
0.01% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,128
shares
|
$239,135
0.01% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
4,067
shares
|
$235,601
0.0% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,000
shares
|
$231,720
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cfo4 Life Group, LLC
|
Apr 30, 2025 Q1 2025 |
3,961
shares
|
$229,460
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,862
shares
|
$223,725
0.0% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,810
shares
|
$220,713
0.0% of portfolio
|
Q1 2025
Reduced 81.51%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
3,755
shares
|
$217,527
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,708
shares
|
$214,804
0.0% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,649
shares
|
$211,386
0.0% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
3,609
shares
|
$209,069
0.07% of portfolio
|
Q4 2023
Reduced 17.4%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
3,588
shares
|
$207,852
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
3,570
shares
|
$206,810
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,511
shares
|
$203,392
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
May 08, 2025 Q1 2025 |
3,445
shares
|
$199,568
0.07% of portfolio
|
Q3 2024
Reduced 80.56%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
3,383
shares
|
$195,977
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
2,746
shares
|
$159,075
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,538
shares
|
$147,026
0.0% of portfolio
|
Q2 2024
Added 3.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,318
shares
|
$134,281
0.0% of portfolio
|
Q3 2024
Added 102.09%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
2,198
shares
|
$127,330
0.03% of portfolio
|
Q2 2023
Added 88.18%
|