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 |
|
Fortress Financial Solutions, LLC
Tucson, AZ |
May 01, 2025 Q1 2025 |
8,682
shares
|
$502,948
0.72% of portfolio
|
Q1 2025
Reduced 64.89%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
8,424
shares
|
$488,002
0.02% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
8,275
shares
|
$479,370
0.19% of portfolio
|
Q1 2025
Added 7.33%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
8,192
shares
|
$474,562
0.01% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
8,123
shares
|
$470,565
0.06% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
8,105
shares
|
$469,522
0.04% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
8,061
shares
|
$466,973
0.03% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
7,943
shares
|
$460,137
0.37% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
7,891
shares
|
$457,125
0.01% of portfolio
|
Q1 2025
Added 46.65%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
7,714
shares
|
$446,872
0.24% of portfolio
|
Q2 2022
Added 20.32%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,699
shares
|
$446,003
0.38% of portfolio
|
Q1 2023
Reduced 11.77%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
7,640
shares
|
$442,585
0.03% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
7,634
shares
|
$442,237
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
7,574
shares
|
$438,761
0.0% of portfolio
|
Q4 2024
Added 37.43%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
7,534
shares
|
$436,444
0.07% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
7,525
shares
|
$435,923
0.0% of portfolio
|
Q1 2025
Reduced 6.23%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
7,424
shares
|
$430,072
0.14% of portfolio
|
Q1 2025
Added 62.56%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
7,302
shares
|
$423,004
0.02% of portfolio
|
Q1 2025
Reduced 22.36%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,217
shares
|
$418,080
0.01% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,210
shares
|
$417,675
0.0% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
7,185
shares
|
$416,227
0.0% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
7,093
shares
|
$410,897
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
6,921
shares
|
$400,933
0.01% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
6,914
shares
|
$400,528
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
6,270
shares
|
$363,221
0.01% of portfolio
|
Q1 2025
New holding
|