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 271 institutions that hold shares in the stock, with a total of 44.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.6 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 |
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
91,074
shares
|
$5.28 Million
2.26% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,584
shares
|
$5.13 Million
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
88,285
shares
|
$5.11 Million
0.23% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
84,180
shares
|
$4.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
83,504
shares
|
$4.84 Million
0.81% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
82,198
shares
|
$4.76 Million
0.08% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
81,668
shares
|
$4.73 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
80,782
shares
|
$4.68 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
73,075
shares
|
$4.23 Million
0.03% of portfolio
|
Q4 2024
Added 154.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
73,014
shares
|
$4.23 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.54%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
70,880
shares
|
$4.11 Million
0.17% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
69,970
shares
|
$4.05 Million
0.18% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Vaughan & CO Securities, Inc.
|
Apr 29, 2025 Q1 2025 |
69,451
shares
|
$4.02 Million
2.5% of portfolio
|
Q1 2025
Reduced 29.75%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
67,342
shares
|
$3.9 Million
0.06% of portfolio
|
Q1 2025
Added 9.92%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
52,100
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
Added 415.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
48,984
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
48,446
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
46,156
shares
|
$2.67 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
46,027
shares
|
$2.67 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
45,820
shares
|
$2.65 Million
0.46% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
44,671
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Added 144.22%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
44,189
shares
|
$2.56 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
43,556
shares
|
$2.52 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.9%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
42,770
shares
|
$2.48 Million
0.9% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
42,570
shares
|
$2.47 Million
0.01% of portfolio
|
Q4 2024
Added 0.16%
|