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 |
|---|---|---|---|---|---|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
20,483
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
19,020
shares
|
$1.4 Million
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
18,479
shares
|
$1.36 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
17,407
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
17,393
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
17,218
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
16,215
shares
|
$1.2 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
15,374
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
15,035
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
15,023
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.88%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
14,938
shares
|
$1.1 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
14,185
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
13,844
shares
|
$1.02 Million
0.07% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Family Office Research LLC
Bethesda, MD |
Nov 04, 2025 Q3 2025 |
13,624
shares
|
$1 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
13,554
shares
|
$999,065
0.0% of portfolio
|
Q3 2025
Added 21.38%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
13,476
shares
|
$993,315
0.13% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
13,446
shares
|
$991,104
0.15% of portfolio
|
Q4 2022
Reduced 17.09%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
13,036
shares
|
$960,883
0.05% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
12,593
shares
|
$928,230
0.0% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
12,174
shares
|
$897,345
0.0% of portfolio
|
Q3 2025
Added 102.66%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
12,089
shares
|
$891,080
0.0% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
12,065
shares
|
$889,311
0.01% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
12,025
shares
|
$886,362
0.03% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
11,535
shares
|
$850,244
0.0% of portfolio
|
Q3 2025
Added 7.56%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
11,283
shares
|
$831,669
0.04% of portfolio
|
Q2 2025
Reduced 39.22%
|
|