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 |
|---|---|---|---|---|---|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
38,867
shares
|
$2.86 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
38,683
shares
|
$2.85 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.53%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
37,079
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,518
shares
|
$2.69 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
35,299
shares
|
$2.6 Million
0.67% of portfolio
|
Q3 2025
Reduced 24.65%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
34,864
shares
|
$2.57 Million
5.62% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Strategic Wealth Investment Group, LLC
|
Nov 14, 2025 Q3 2025 |
32,296
shares
|
$2.38 Million
0.21% of portfolio
|
Q3 2025
Added 1465.49%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
32,142
shares
|
$2.37 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
31,885
shares
|
$2.35 Million
1.05% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
30,583
shares
|
$2.25 Million
0.73% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
30,441
shares
|
$2.24 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 06, 2025 Q3 2025 |
30,400
shares
|
$2.24 Million
0.29% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
30,128
shares
|
$2.22 Million
0.01% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,476
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
26,368
shares
|
$1.94 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
24,908
shares
|
$1.84 Million
0.43% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
24,798
shares
|
$1.83 Million
0.07% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
23,867
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 44.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
23,171
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2025
Added 562.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
22,953
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
22,275
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
22,057
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
21,102
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
20,894
shares
|
$1.54 Million
0.35% of portfolio
|
Q3 2025
Added 12.35%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
20,887
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 39.25%
|
|