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 |
|---|---|---|---|---|---|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
21,006
shares
|
$1.25 Million
0.06% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
20,963
shares
|
$1.24 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
20,611
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 379.77%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
20,483
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
18,912
shares
|
$1.12 Million
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
18,907
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
18,889
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
18,759
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2024
Reduced 41.53%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
18,565
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
18,000
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 47.76%
|
|
|
Family Office Research LLC
Bethesda, MD |
Feb 13, 2025 Q4 2024 |
17,821
shares
|
$1.06 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
16,983
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.26%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
16,467
shares
|
$976,822
0.16% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
16,250
shares
|
$963,950
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
16,136
shares
|
$957,187
0.08% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
15,746
shares
|
$934,052
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
15,374
shares
|
$911,985
0.05% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,301
shares
|
$907,655
0.0% of portfolio
|
Q4 2024
Reduced 84.54%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
14,983
shares
|
$888,791
0.01% of portfolio
|
Q4 2024
Added 8.76%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,872
shares
|
$882,207
0.03% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
14,757
shares
|
$875,385
0.0% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
14,548
shares
|
$862,987
0.0% of portfolio
|
Q4 2024
Reduced 3.68%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
13,446
shares
|
$797,616
0.15% of portfolio
|
Q4 2022
Reduced 17.09%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
13,121
shares
|
$778,337
0.05% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
12,775
shares
|
$757,813
0.0% of portfolio
|
Q4 2024
Added 9.3%
|