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 |
|---|---|---|---|---|---|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
4,431
shares
|
$262,846
0.01% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,310
shares
|
$255,669
0.15% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
4,279
shares
|
$253,830
0.1% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
4,253
shares
|
$252,287
0.0% of portfolio
|
Q3 2024
Reduced 51.46%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,206
shares
|
$249,499
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,128
shares
|
$244,872
0.01% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,044
shares
|
$239,890
0.01% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,000
shares
|
$237,280
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
3,960
shares
|
$234,907
0.04% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,870
shares
|
$229,568
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,831
shares
|
$227,254
0.0% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
3,755
shares
|
$222,746
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,708
shares
|
$219,958
0.0% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
3,609
shares
|
$214,085
0.07% of portfolio
|
Q4 2023
Reduced 17.4%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
3,588
shares
|
$212,840
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,570
shares
|
$211,772
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,543
shares
|
$210,170
0.07% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,511
shares
|
$208,272
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,460
shares
|
$205,247
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
3,445
shares
|
$204,357
0.07% of portfolio
|
Q3 2024
Reduced 80.56%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
3,439
shares
|
$204,001
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
3,383
shares
|
$200,679
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
3,375
shares
|
$200,205
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,085
shares
|
$183,002
0.0% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
2,746
shares
|
$162,892
0.14% of portfolio
|
Q4 2024
New holding
|