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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
11,236
shares
|
$828,205
0.02% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
11,125
shares
|
$820,023
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
11,019
shares
|
$812,210
0.0% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
11,013
shares
|
$811,768
0.3% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
10,645
shares
|
$784,642
0.0% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
10,095
shares
|
$744,102
0.0% of portfolio
|
Q3 2025
Added 17.14%
|
|
|
Mc Ginn Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
10,065
shares
|
$741,891
0.42% of portfolio
|
Q3 2025
Reduced 9.98%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
10,059
shares
|
$741,448
0.2% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
9,986
shares
|
$736,068
0.42% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2025 Q3 2025 |
9,760
shares
|
$719,409
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Mezzasalma Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
9,731
shares
|
$717,272
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
9,656
shares
|
$711,743
0.0% of portfolio
|
Q3 2025
Added 7.83%
|
|
|
Evolution Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
9,535
shares
|
$702,824
0.1% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,452
shares
|
$696,706
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
9,197
shares
|
$677,910
0.02% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
8,883
shares
|
$654,765
0.28% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Check Capital Management Inc
|
Nov 06, 2025 Q3 2025 |
8,800
shares
|
$648,648
0.02% of portfolio
|
Q1 2025
Reduced 29.32%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Oct 22, 2025 Q3 2025 |
8,651
shares
|
$637,665
0.41% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
8,575
shares
|
$632,063
0.0% of portfolio
|
Q3 2025
Added 56.54%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
8,517
shares
|
$627,788
0.02% of portfolio
|
Q3 2025
Reduced 13.92%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
8,288
shares
|
$610,908
0.09% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
8,284
shares
|
$610,613
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
8,271
shares
|
$609,655
0.19% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
8,263
shares
|
$609,065
0.04% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
8,188
shares
|
$603,537
0.02% of portfolio
|
Q3 2025
Reduced 13.79%
|
|