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 263 institutions that hold shares in the stock, with a total of 44.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.77 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
34,223,876
shares
|
$2.13 Billion
4.28% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
898,449
shares
|
$56 Million
0.85% of portfolio
|
Q4 2022
Reduced 2.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
737,280
shares
|
$46 Million
0.0% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
692,872
shares
|
$43.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
462,105
shares
|
$28.8 Million
0.01% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
375,106
shares
|
$23.4 Million
0.01% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
332,166
shares
|
$20.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
248,068
shares
|
$15.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
236,007
shares
|
$14.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
212,963
shares
|
$13.3 Million
0.81% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
208,972
shares
|
$13 Million
2.02% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
207,531
shares
|
$12.9 Million
0.05% of portfolio
|
Q4 2024
Added 736.31%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
189,413
shares
|
$11.8 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
173,464
shares
|
$10.8 Million
2.44% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
167,263
shares
|
$10.4 Million
0.29% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
164,237
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
164,076
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
162,157
shares
|
$10.1 Million
0.42% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,382
shares
|
$9.75 Million
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
137,982
shares
|
$8.6 Million
0.41% of portfolio
|
Q4 2024
Reduced 32.96%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
132,504
shares
|
$8.26 Million
0.02% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
120,600
shares
|
$7.52 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
119,680
shares
|
$7.46 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
119,173
shares
|
$7.43 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
117,492
shares
|
$7.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.1%
|