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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,655
shares
|
$343,120
0.09% of portfolio
|
Q2 2022
Added 27.36%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,606
shares
|
$339,508
0.0% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,600
shares
|
$339,066
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
4,485
shares
|
$330,589
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
4,359
shares
|
$321,301
0.09% of portfolio
|
Q3 2025
Reduced 45.74%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
4,319
shares
|
$318,353
0.0% of portfolio
|
Q3 2025
Added 18.78%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
4,316
shares
|
$318,132
0.01% of portfolio
|
Q3 2025
Reduced 8.56%
|
|
|
Verity Wealth Advisors
|
Oct 17, 2025 Q3 2025 |
4,301
shares
|
$317,026
0.2% of portfolio
|
Q3 2025
Reduced 63.49%
|
|
|
Selective Wealth Management, Inc.
|
Oct 10, 2025 Q3 2025 |
4,279
shares
|
$315,405
0.1% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
4,253
shares
|
$313,488
0.0% of portfolio
|
Q3 2024
Reduced 51.46%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,207
shares
|
$310,097
0.03% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
4,204
shares
|
$309,876
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
4,133
shares
|
$304,643
0.01% of portfolio
|
Q2 2025
Added 0.8%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
4,023
shares
|
$296,535
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,000
shares
|
$294,840
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cfo4 Life Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,961
shares
|
$291,965
0.04% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
3,853
shares
|
$284,004
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
3,595
shares
|
$264,987
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
3,588
shares
|
$264,471
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
3,570
shares
|
$263,144
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,511
shares
|
$258,795
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
3,488
shares
|
$257,100
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
3,464
shares
|
$255,331
0.09% of portfolio
|
Q3 2025
Added 1573.43%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
3,445
shares
|
$253,930
0.08% of portfolio
|
Q3 2024
Reduced 80.56%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
3,383
shares
|
$249,360
0.04% of portfolio
|
Q4 2024
New holding
|
|