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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
7,870
shares
|
$580,097
0.0% of portfolio
|
Q3 2025
Added 93.13%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
7,728
shares
|
$569,630
0.42% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
7,714
shares
|
$568,598
0.24% of portfolio
|
Q2 2022
Added 20.32%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,699
shares
|
$567,493
0.38% of portfolio
|
Q1 2023
Reduced 11.77%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
7,644
shares
|
$563,439
0.38% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
7,634
shares
|
$562,702
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
7,564
shares
|
$557,542
0.07% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
7,525
shares
|
$554,667
0.0% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,217
shares
|
$531,965
0.01% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
7,216
shares
|
$531,891
0.01% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Oct 27, 2025 Q3 2025 |
7,200
shares
|
$530,712
0.26% of portfolio
|
Q3 2025
Reduced 62.71%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
7,189
shares
|
$529,901
0.01% of portfolio
|
Q3 2025
Added 87.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
7,151
shares
|
$527,100
0.01% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
7,121
shares
|
$524,888
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 14, 2025 Q3 2025 |
7,046
shares
|
$519,360
0.05% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 29, 2025 Q3 2025 |
7,041
shares
|
$518,992
0.28% of portfolio
|
Q3 2025
Reduced 25.19%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,986
shares
|
$514,938
0.0% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
6,945
shares
|
$511,915
0.02% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
6,853
shares
|
$505,134
0.03% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
6,646
shares
|
$489,876
0.02% of portfolio
|
Q3 2025
Added 20.92%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
6,483
shares
|
$477,861
0.01% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
6,425
shares
|
$473,586
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
6,307
shares
|
$464,888
0.0% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
6,111
shares
|
$450,441
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
6,099
shares
|
$449,557
0.02% of portfolio
|
Q3 2025
Reduced 3.85%
|
|