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 268 institutions that hold shares in the stock, with a total of 44.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Check Capital Management Inc
|
Jan 30, 2025 Q4 2024 |
12,450
shares
|
$789,703
0.02% of portfolio
|
Q4 2022
Reduced 32.53%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
12,187
shares
|
$773,021
0.11% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
12,182
shares
|
$772,704
0.0% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Verity Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
11,780
shares
|
$747,205
0.51% of portfolio
|
Q1 2024
Added 123.61%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
11,634
shares
|
$737,944
0.07% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
11,374
shares
|
$721,452
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
11,240
shares
|
$712,953
0.23% of portfolio
|
Q4 2024
Reduced 39.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
11,115
shares
|
$705,024
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
10,953
shares
|
$694,748
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
10,612
shares
|
$673,119
0.07% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
10,582
shares
|
$671,216
0.01% of portfolio
|
Q4 2024
Added 18.7%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,305
shares
|
$653,646
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
10,171
shares
|
$645,146
0.4% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
10,090
shares
|
$640,008
0.02% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
10,027
shares
|
$636,012
0.3% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
10,020
shares
|
$635,568
0.0% of portfolio
|
Q4 2024
Reduced 88.65%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
10,010
shares
|
$634,934
0.02% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
9,853
shares
|
$624,975
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Mezzasalma Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
9,731
shares
|
$617,237
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
9,664
shares
|
$612,987
0.31% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
9,621
shares
|
$610,260
0.4% of portfolio
|
Q1 2024
Reduced 8.77%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
9,533
shares
|
$604,678
0.07% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
9,454
shares
|
$599,667
0.18% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
9,405
shares
|
$596,559
0.02% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
9,074
shares
|
$575,563
0.29% of portfolio
|
Q4 2024
Reduced 14.87%
|