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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
400
shares
|
$29,483
0.01% of portfolio
|
Q2 2024
Reduced 86.74%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
400
shares
|
$29,483
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Crewe Advisors LLC
|
Jan 16, 2026 Q4 2025 |
385
shares
|
$28,378
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
360
shares
|
$26,535
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
360
shares
|
$26,535
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
360
shares
|
$26,535
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
335
shares
|
$24,692
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
322
shares
|
$23,734
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
305
shares
|
$22,481
0.0% of portfolio
|
Q1 2025
Reduced 50.24%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
300
shares
|
$22,112
0.0% of portfolio
|
Q4 2023
Reduced 94.58%
|
|
|
West Oak Capital, LLC
|
Oct 03, 2025 Q3 2025 |
300
shares
|
$22,112
0.01% of portfolio
|
Q4 2024
Reduced 72.25%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
298
shares
|
$21,965
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
294
shares
|
$21,670
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
275
shares
|
$20,270
0.0% of portfolio
|
Q4 2025
Added 3.0%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
274
shares
|
$20,196
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
262
shares
|
$19,312
0.01% of portfolio
|
Q4 2022
Added 0.38%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
258
shares
|
$19,017
0.01% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
252
shares
|
$18,574
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
231
shares
|
$17,027
0.0% of portfolio
|
Q3 2025
Added 15.5%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
229
shares
|
$16,879
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
229
shares
|
$16,879
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
210
shares
|
$15,479
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
161
shares
|
$11,867
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
160
shares
|
$11,793
0.0% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
140
shares
|
$10,319
0.0% of portfolio
|
Q2 2025
New holding
|
|