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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
20,483
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
19,020
shares
|
$1.4 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
18,520
shares
|
$1.37 Million
0.18% of portfolio
|
Q4 2025
Added 0.22%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
17,407
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
17,393
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
17,218
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
16,215
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
15,489
shares
|
$1.14 Million
0.06% of portfolio
|
Q4 2025
Added 0.75%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
15,035
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
15,023
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.88%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
14,938
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
14,185
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
13,844
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
13,624
shares
|
$1 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
13,554
shares
|
$999,065
0.0% of portfolio
|
Q3 2025
Added 21.38%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
13,476
shares
|
$993,315
0.13% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
13,446
shares
|
$991,104
0.15% of portfolio
|
Q4 2022
Reduced 17.09%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
13,036
shares
|
$960,883
0.05% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
12,593
shares
|
$928,230
0.0% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,174
shares
|
$897,345
0.0% of portfolio
|
Q3 2025
Added 102.66%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
12,089
shares
|
$891,080
0.0% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
12,065
shares
|
$889,311
0.01% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
11,741
shares
|
$865,429
0.03% of portfolio
|
Q4 2025
Reduced 2.36%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
11,278
shares
|
$831,301
0.04% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
11,236
shares
|
$828,205
0.02% of portfolio
|
Q3 2025
Reduced 1.33%
|
|