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 303 institutions that hold shares in the stock, with a total of 42 Million shares, which have been reported (via 13F filing form) to have a value of $3.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,477
shares
|
$108,869
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
1,449
shares
|
$106,805
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
1,342
shares
|
$98,918
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
1,294
shares
|
$95,380
0.02% of portfolio
|
Q3 2025
Reduced 20.95%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,280
shares
|
$94,348
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,238
shares
|
$91,252
0.0% of portfolio
|
Q3 2025
Added 125.5%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,159
shares
|
$85,429
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
953
shares
|
$70,245
0.0% of portfolio
|
Q3 2025
Added 25.07%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
908
shares
|
$66,928
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
780
shares
|
$57,493
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
765
shares
|
$56,388
0.06% of portfolio
|
Q3 2025
Reduced 13.27%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
751
shares
|
$55,356
0.0% of portfolio
|
Q3 2025
Added 63.97%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
750
shares
|
$55,282
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
750
shares
|
$55,282
0.0% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
725
shares
|
$53,439
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
676
shares
|
$49,827
0.01% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
667
shares
|
$49,164
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
640
shares
|
$47,174
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 20, 2026 Q4 2025 |
500
shares
|
$36,855
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
492
shares
|
$36,265
0.0% of portfolio
|
Q4 2021
Reduced 99.04%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
465
shares
|
$34,275
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
433
shares
|
$31,916
0.0% of portfolio
|
Q4 2025
Added 455.13%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
423
shares
|
$31,179
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
420
shares
|
$30,958
0.0% of portfolio
|
Q4 2025
Added 78.72%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
419
shares
|
$30,884
0.01% of portfolio
|
Q2 2024
Reduced 41.23%
|
|