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 |
|---|---|---|---|---|---|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
4,279
shares
|
$271,416
0.1% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
4,253
shares
|
$269,767
0.0% of portfolio
|
Q3 2024
Reduced 51.46%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,206
shares
|
$266,786
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
4,128
shares
|
$261,839
0.01% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,044
shares
|
$256,510
0.01% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,000
shares
|
$253,720
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
3,960
shares
|
$251,182
0.04% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
3,870
shares
|
$245,474
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
3,831
shares
|
$243,000
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
|
$238,179
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,708
shares
|
$235,198
0.0% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
3,609
shares
|
$228,918
0.07% of portfolio
|
Q4 2023
Reduced 17.4%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
3,588
shares
|
$227,586
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,570
shares
|
$226,445
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,543
shares
|
$224,732
0.07% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,511
shares
|
$222,702
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,460
shares
|
$219,467
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
3,445
shares
|
$218,516
0.07% of portfolio
|
Q3 2024
Reduced 80.56%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
3,439
shares
|
$218,135
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
3,383
shares
|
$214,583
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
3,085
shares
|
$195,681
0.0% of portfolio
|
Q4 2024
Reduced 16.42%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
2,746
shares
|
$174,178
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,538
shares
|
$160,985
0.0% of portfolio
|
Q2 2024
Added 3.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,318
shares
|
$147,030
0.0% of portfolio
|
Q3 2024
Added 102.09%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
2,198
shares
|
$139,419
0.03% of portfolio
|
Q2 2023
Added 88.18%
|