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 |
|
Foresight Capital Management Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
6,096
shares
|
$353,141
0.22% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,057
shares
|
$350,882
0.0% of portfolio
|
Q2 2024
Reduced 34.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
6,051
shares
|
$350,534
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
5,886
shares
|
$340,975
0.31% of portfolio
|
Q1 2025
Reduced 25.73%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
5,701
shares
|
$330,258
0.07% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
5,632
shares
|
$326,261
0.01% of portfolio
|
Q1 2025
Reduced 3.92%
|
|
|
Symmetry Partners, LLC
|
Apr 23, 2025 Q1 2025 |
5,578
shares
|
$323,133
0.04% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
5,547
shares
|
$321,337
0.02% of portfolio
|
Q1 2025
Reduced 10.36%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
5,538
shares
|
$320,816
0.16% of portfolio
|
Q1 2025
Reduced 17.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
5,461
shares
|
$316,355
0.0% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,445
shares
|
$315,428
0.05% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
5,327
shares
|
$308,593
0.04% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
5,290
shares
|
$306,449
0.03% of portfolio
|
Q4 2024
Added 47.56%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
5,280
shares
|
$305,870
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,273
shares
|
$305,464
0.0% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,137
shares
|
$297,586
0.01% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
5,057
shares
|
$292,952
0.18% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
4,863
shares
|
$281,713
0.13% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
4,861
shares
|
$281,597
0.07% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
4,763
shares
|
$275,920
0.0% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
4,713
shares
|
$273,024
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,655
shares
|
$269,664
0.09% of portfolio
|
Q2 2022
Added 27.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,600
shares
|
$266,478
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
4,526
shares
|
$262,191
0.04% of portfolio
|
Q1 2025
Reduced 32.93%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
4,383
shares
|
$253,907
0.01% of portfolio
|
Q1 2025
Reduced 1.08%
|