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 272 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
167
shares
|
$9,674
0.0% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
161
shares
|
$9,326
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
150
shares
|
$8,689
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
150
shares
|
$8,689
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
125
shares
|
$7,241
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
101
shares
|
$5,850
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
74
shares
|
$4,286
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
50
shares
|
$2,896
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
50
shares
|
$2,896
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
46
shares
|
$2,664
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
42
shares
|
$2,433
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
37
shares
|
$2,143
0.0% of portfolio
|
Q1 2025
Reduced 80.21%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
24
shares
|
$1,390
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
23
shares
|
$1,332
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
22
shares
|
$1,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
22
shares
|
$1,274
0.0% of portfolio
|
Q1 2023
Reduced 4.35%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Apr 23, 2025 Q1 2025 |
17
shares
|
$984
0.0% of portfolio
|
Q4 2024
Reduced 63.04%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
13
shares
|
$753
0.0% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
5
shares
|
$289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
4
shares
|
$231
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1
shares
|
$57
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|