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 |
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
41,807
shares
|
$2.42 Million
1.51% of portfolio
|
Q1 2023
Reduced 1.35%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
40,993
shares
|
$2.37 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
40,446
shares
|
$2.34 Million
0.0% of portfolio
|
Q4 2024
Added 24.45%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
38,683
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.53%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
37,891
shares
|
$2.2 Million
0.7% of portfolio
|
Q4 2024
Added 143.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,518
shares
|
$2.12 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
36,443
shares
|
$2.11 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
36,036
shares
|
$2.09 Million
0.12% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
34,864
shares
|
$2.02 Million
5.62% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
33,523
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
33,433
shares
|
$1.94 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Econ Financial Services Corp
|
Apr 23, 2025 Q1 2025 |
33,248
shares
|
$1.93 Million
1.1% of portfolio
|
Q1 2025
Added 192.32%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
32,419
shares
|
$1.88 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
30,610
shares
|
$1.77 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
30,606
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
28,163
shares
|
$1.63 Million
0.61% of portfolio
|
Q1 2025
Reduced 21.38%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
28,020
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Added 179.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
26,178
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.43%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
25,226
shares
|
$1.46 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
25,194
shares
|
$1.46 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
23,648
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.32%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
23,426
shares
|
$1.36 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
22,443
shares
|
$1.3 Million
0.06% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
22,269
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
21,072
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.11%
|