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 251 institutions that hold shares in the stock, with a total of 43.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.73 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,518
shares
|
$2.27 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
35,823
shares
|
$2.23 Million
0.86% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
35,349
shares
|
$2.2 Million
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
35,177
shares
|
$2.19 Million
0.95% of portfolio
|
Q4 2024
Reduced 90.53%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
34,864
shares
|
$2.17 Million
5.62% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
32,501
shares
|
$2.02 Million
0.0% of portfolio
|
Q3 2024
Added 32.11%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
31,558
shares
|
$1.96 Million
0.12% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,179
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
30,853
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
29,331
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2024
Reduced 27.18%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
28,735
shares
|
$1.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
24,815
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
21,451
shares
|
$1.34 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
21,318
shares
|
$1.33 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.49%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
21,072
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
21,048
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
21,006
shares
|
$1.31 Million
0.06% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
20,483
shares
|
$1.28 Million
0.1% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
19,316
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
18,759
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
Reduced 41.53%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
18,574
shares
|
$1.16 Million
0.29% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
18,565
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
18,508
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 50.32%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
18,291
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.33%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
17,702
shares
|
$1.1 Million
0.04% of portfolio
|
Q2 2024
Added 3.41%
|