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 42.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
33,162,425
shares
|
$2.44 Billion
4.57% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
623,225
shares
|
$45.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.24%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
615,600
shares
|
$45.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
536,075
shares
|
$39.5 Million
0.07% of portfolio
|
Q3 2025
Added 83.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
284,758
shares
|
$21 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.01%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
274,806
shares
|
$20.3 Million
0.0% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
252,313
shares
|
$18.6 Million
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
247,147
shares
|
$18.2 Million
0.39% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
242,782
shares
|
$17.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
210,237
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
202,875
shares
|
$15 Million
0.63% of portfolio
|
Q2 2025
Added 189.95%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
200,335
shares
|
$14.8 Million
1.98% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
189,413
shares
|
$14 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
187,009
shares
|
$13.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
176,470
shares
|
$13 Million
0.58% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
174,846
shares
|
$12.9 Million
0.38% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,382
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
129,839
shares
|
$9.57 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
126,438
shares
|
$9.32 Million
0.85% of portfolio
|
Q3 2025
Added 13.17%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
126,420
shares
|
$9.32 Million
0.03% of portfolio
|
Q3 2025
Reduced 52.83%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
126,029
shares
|
$9.29 Million
0.46% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
115,377
shares
|
$8.5 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
105,250
shares
|
$7.76 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.19%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
96,989
shares
|
$7.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
94,881
shares
|
$6.99 Million
0.09% of portfolio
|
Q3 2025
Added 4.98%
|
|