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 275 institutions that hold shares in the stock, with a total of 45 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
40,993
shares
|
$2.43 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
40,446
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Added 24.45%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
38,683
shares
|
$2.29 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.53%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
37,891
shares
|
$2.25 Million
0.7% of portfolio
|
Q4 2024
Added 143.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,518
shares
|
$2.17 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
36,443
shares
|
$2.16 Million
0.08% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
35,823
shares
|
$2.13 Million
0.86% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
35,349
shares
|
$2.1 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
35,177
shares
|
$2.09 Million
0.95% of portfolio
|
Q4 2024
Reduced 90.53%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
34,864
shares
|
$2.07 Million
5.62% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
34,146
shares
|
$2.03 Million
0.13% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jan 29, 2025 Q4 2024 |
33,809
shares
|
$2.01 Million
1.05% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
33,523
shares
|
$1.99 Million
0.02% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
32,936
shares
|
$1.95 Million
0.16% of portfolio
|
Q4 2024
Reduced 14.7%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
30,733
shares
|
$1.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
30,610
shares
|
$1.82 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
30,238
shares
|
$1.79 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
25,856
shares
|
$1.53 Million
0.35% of portfolio
|
Q4 2024
Reduced 85.09%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
25,226
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
25,194
shares
|
$1.49 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Fortress Financial Solutions, LLC
Tucson, AZ |
Jan 29, 2025 Q4 2024 |
24,729
shares
|
$1.47 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
23,648
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.32%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
22,443
shares
|
$1.33 Million
0.06% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
21,245
shares
|
$1.26 Million
0.03% of portfolio
|
Q4 2024
Added 9.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
21,072
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.11%
|