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 |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,477
shares
|
$92,090
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,342
shares
|
$83,673
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,280
shares
|
$79,808
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,254
shares
|
$78,186
0.0% of portfolio
|
Q3 2024
Reduced 36.12%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
979
shares
|
$61,040
0.0% of portfolio
|
Q4 2024
Reduced 30.07%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
882
shares
|
$54,992
0.04% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
826
shares
|
$51,501
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
788
shares
|
$49,131
0.0% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
777
shares
|
$48,445
0.0% of portfolio
|
Q2 2024
Reduced 22.3%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
725
shares
|
$45,203
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
712
shares
|
$44,393
0.0% of portfolio
|
Q3 2024
Added 259.6%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
667
shares
|
$41,587
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
640
shares
|
$39,904
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
500
shares
|
$31,175
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
492
shares
|
$30,676
0.0% of portfolio
|
Q4 2021
Reduced 99.04%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
467
shares
|
$29,117
0.0% of portfolio
|
Q4 2024
Reduced 34.87%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
423
shares
|
$26,374
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
419
shares
|
$26,124
0.01% of portfolio
|
Q2 2024
Reduced 41.23%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
400
shares
|
$24,940
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
400
shares
|
$24,940
0.01% of portfolio
|
Q2 2024
Reduced 86.74%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
360
shares
|
$22,446
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
335
shares
|
$20,887
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
322
shares
|
$20,076
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
300
shares
|
$18,705
0.0% of portfolio
|
Q4 2023
Reduced 94.58%
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
300
shares
|
$18,705
0.01% of portfolio
|
Q4 2024
Reduced 72.25%
|