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 |
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
1,987
shares
|
$115,106
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,909
shares
|
$110,588
0.01% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
1,637
shares
|
$94,831
0.02% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,575
shares
|
$91,239
0.01% of portfolio
|
Q1 2025
Reduced 93.91%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,477
shares
|
$85,562
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,423
shares
|
$82,434
0.0% of portfolio
|
Q1 2025
Reduced 24.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,342
shares
|
$77,742
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,280
shares
|
$74,150
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,076
shares
|
$62,332
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$57,930
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
979
shares
|
$56,713
0.0% of portfolio
|
Q4 2024
Reduced 30.07%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
882
shares
|
$51,094
0.1% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
860
shares
|
$49,819
0.04% of portfolio
|
Q1 2025
Added 22.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
788
shares
|
$45,648
0.0% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
777
shares
|
$45,011
0.0% of portfolio
|
Q2 2024
Reduced 22.3%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
725
shares
|
$41,999
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
674
shares
|
$39,044
0.01% of portfolio
|
Q1 2025
Added 33600.0%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
667
shares
|
$38,639
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
661
shares
|
$38,291
0.0% of portfolio
|
Q1 2025
Reduced 34.49%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
640
shares
|
$37,075
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
613
shares
|
$35,511
0.0% of portfolio
|
Q4 2024
Reduced 51.12%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
573
shares
|
$33,193
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
500
shares
|
$28,965
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
492
shares
|
$28,501
0.0% of portfolio
|
Q4 2021
Reduced 99.04%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
467
shares
|
$27,053
0.0% of portfolio
|
Q4 2024
Reduced 34.87%
|