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 |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
112,905
shares
|
$7.04 Million
1.05% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
110,885
shares
|
$6.91 Million
0.0% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
105,816
shares
|
$6.6 Million
0.65% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
98,986
shares
|
$6.17 Million
0.0% of portfolio
|
Q3 2024
Added 639.81%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
98,869
shares
|
$6.16 Million
3.58% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
91,699
shares
|
$5.72 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
90,552
shares
|
$5.65 Million
0.02% of portfolio
|
Q3 2024
Added 15.52%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
88,908
shares
|
$5.54 Million
2.24% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,584
shares
|
$5.52 Million
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
88,021
shares
|
$5.49 Million
0.18% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
80,624
shares
|
$5.03 Million
0.84% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
79,276
shares
|
$4.94 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
73,075
shares
|
$4.56 Million
0.03% of portfolio
|
Q4 2024
Added 154.31%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
72,128
shares
|
$4.5 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
69,970
shares
|
$4.36 Million
0.19% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
62,310
shares
|
$3.89 Million
0.17% of portfolio
|
Q3 2024
Added 216.2%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
61,265
shares
|
$3.82 Million
0.06% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
60,529
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2024
Added 1294.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
52,927
shares
|
$3.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
49,485
shares
|
$3.09 Million
0.5% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
47,784
shares
|
$2.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.75%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
47,774
shares
|
$2.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.66%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
46,027
shares
|
$2.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
42,770
shares
|
$2.67 Million
0.9% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
42,570
shares
|
$2.65 Million
0.01% of portfolio
|
Q4 2024
Added 0.16%
|