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 |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
299
shares
|
$18,642
0.0% of portfolio
|
Q2 2023
Reduced 9.94%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
262
shares
|
$16,335
0.01% of portfolio
|
Q4 2022
Added 0.38%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
259
shares
|
$16,148
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
256
shares
|
$15,961
0.01% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
252
shares
|
$15,712
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
229
shares
|
$14,278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
229
shares
|
$14,278
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
210
shares
|
$13,093
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
207
shares
|
$12,906
0.03% of portfolio
|
Q3 2024
Reduced 93.22%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
200
shares
|
$12,470
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
167
shares
|
$10,412
0.0% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
161
shares
|
$10,038
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
153
shares
|
$9,539
0.0% of portfolio
|
Q3 2024
Reduced 83.95%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
150
shares
|
$9,352
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
150
shares
|
$9,352
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
125
shares
|
$7,793
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
111
shares
|
$6,920
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
111
shares
|
$6,920
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
109
shares
|
$6,796
0.0% of portfolio
|
Q1 2024
Reduced 93.81%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
100
shares
|
$6,235
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
75
shares
|
$4,676
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
74
shares
|
$4,613
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
50
shares
|
$3,117
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
50
shares
|
$3,117
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
47
shares
|
$2,930
0.0% of portfolio
|
Q4 2024
New holding
|