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 |
|---|---|---|---|---|---|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
5,629
shares
|
$350,968
0.05% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,511
shares
|
$343,610
0.0% of portfolio
|
Q1 2024
Added 24.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,381
shares
|
$335,505
0.01% of portfolio
|
Q4 2024
Added 4239.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,311
shares
|
$331,140
0.01% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
5,290
shares
|
$329,831
0.04% of portfolio
|
Q4 2024
Added 47.56%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
5,280
shares
|
$329,208
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
5,218
shares
|
$325,342
0.19% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
5,131
shares
|
$319,917
0.08% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,122
shares
|
$319,356
0.0% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
5,097
shares
|
$317,797
0.0% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,961
shares
|
$309,318
0.09% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,902
shares
|
$305,639
0.14% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,886
shares
|
$304,642
0.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
4,713
shares
|
$293,855
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,655
shares
|
$290,239
0.09% of portfolio
|
Q2 2022
Added 27.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,600
shares
|
$286,810
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,567
shares
|
$284,752
0.09% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,458
shares
|
$277,956
0.0% of portfolio
|
Q4 2024
Reduced 19.52%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
4,431
shares
|
$276,272
0.01% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,310
shares
|
$268,728
0.15% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
4,296
shares
|
$267,855
0.0% of portfolio
|
Q3 2024
Reduced 86.45%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
4,279
shares
|
$266,795
0.1% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
4,253
shares
|
$265,174
0.0% of portfolio
|
Q3 2024
Reduced 51.46%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,205
shares
|
$262,181
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,128
shares
|
$257,380
0.01% of portfolio
|
Q4 2024
Reduced 5.6%
|