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 |
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
12,593
shares
|
$729,512
0.0% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,442
shares
|
$720,765
0.0% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
12,124
shares
|
$702,343
0.11% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
11,780
shares
|
$682,415
0.5% of portfolio
|
Q1 2024
Added 123.61%
|
|
|
Mc Ginn Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
11,273
shares
|
$653,044
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
11,148
shares
|
$645,803
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
11,094
shares
|
$642,675
0.24% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Apr 14, 2025 Q1 2025 |
11,051
shares
|
$640,184
0.07% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
10,378
shares
|
$601,197
0.06% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
10,376
shares
|
$601,081
0.01% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
10,186
shares
|
$590,074
0.42% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
10,010
shares
|
$579,879
0.02% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
9,888
shares
|
$572,811
0.0% of portfolio
|
Q4 2024
Added 29.66%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
9,854
shares
|
$570,842
0.0% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Mezzasalma Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
9,731
shares
|
$563,716
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
9,627
shares
|
$557,692
0.02% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
9,554
shares
|
$553,463
0.2% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Apr 29, 2025 Q1 2025 |
9,540
shares
|
$552,652
0.3% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
9,535
shares
|
$552,362
0.09% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
9,051
shares
|
$524,324
0.38% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
8,883
shares
|
$514,592
0.28% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
8,811
shares
|
$510,421
0.0% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Check Capital Management Inc
|
May 01, 2025 Q1 2025 |
8,800
shares
|
$509,784
0.02% of portfolio
|
Q1 2025
Reduced 29.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
8,710
shares
|
$504,570
0.0% of portfolio
|
Q4 2024
Added 24.16%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
8,707
shares
|
$504,396
0.0% of portfolio
|
Q4 2024
Added 7.41%
|