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 270 institutions that hold shares in the stock, with a total of 44.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.58 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
612
shares
|
$35,453
0.0% of portfolio
|
Q1 2025
Reduced 67.94%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
573
shares
|
$33,193
0.01% of portfolio
|
Q1 2025
New holding
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
500
shares
|
$28,965
0.02% of portfolio
|
Q4 2024
New holding
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
492
shares
|
$28,501
0.0% of portfolio
|
Q4 2021
Reduced 99.04%
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
467
shares
|
$27,053
0.0% of portfolio
|
Q4 2024
Reduced 34.87%
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
423
shares
|
$24,504
0.0% of portfolio
|
Q4 2022
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
419
shares
|
$24,272
0.01% of portfolio
|
Q2 2024
Reduced 41.23%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
400
shares
|
$23,172
0.01% of portfolio
|
Q2 2024
Reduced 86.74%
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
400
shares
|
$23,172
0.0% of portfolio
|
Q2 2019
New holding
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
360
shares
|
$20,854
0.0% of portfolio
|
Q4 2020
New holding
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
335
shares
|
$19,406
0.0% of portfolio
|
Q3 2019
New holding
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
334
shares
|
$19,348
0.01% of portfolio
|
Q3 2024
New holding
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
322
shares
|
$18,653
0.0% of portfolio
|
Q1 2020
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
300
shares
|
$17,379
0.0% of portfolio
|
Q4 2023
Reduced 94.58%
|
|
West Oak Capital, LLC
|
Apr 15, 2025 Q1 2025 |
300
shares
|
$17,379
0.01% of portfolio
|
Q4 2024
Reduced 72.25%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
300
shares
|
$17,379
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
262
shares
|
$15,177
0.01% of portfolio
|
Q4 2022
Added 0.38%
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
259
shares
|
$15,003
0.0% of portfolio
|
Q4 2021
New holding
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
257
shares
|
$14,888
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
252
shares
|
$14,598
0.0% of portfolio
|
Q2 2024
New holding
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
229
shares
|
$13,265
0.0% of portfolio
|
Q3 2024
New holding
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
229
shares
|
$13,265
0.0% of portfolio
|
Q3 2022
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
219
shares
|
$12,686
0.0% of portfolio
|
Q1 2025
Reduced 42.97%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
210
shares
|
$12,165
0.01% of portfolio
|
Q1 2023
New holding
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
207
shares
|
$11,991
0.03% of portfolio
|
Q3 2024
Reduced 93.22%
|