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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
17,593
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
16,082
shares
|
$1 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
15,587
shares
|
$970,290
0.23% of portfolio
|
Q3 2024
Reduced 59.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
15,387
shares
|
$957,840
0.0% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
15,373
shares
|
$956,969
0.04% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,284
shares
|
$951,429
0.03% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
15,104
shares
|
$940,224
0.0% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
13,776
shares
|
$857,556
0.01% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
13,446
shares
|
$837,013
0.15% of portfolio
|
Q4 2022
Reduced 17.09%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
13,396
shares
|
$833,901
0.0% of portfolio
|
Q3 2024
Added 177.24%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
13,121
shares
|
$816,782
0.05% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
12,593
shares
|
$783,914
0.0% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Check Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
12,450
shares
|
$775,012
0.03% of portfolio
|
Q4 2022
Reduced 32.53%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
12,187
shares
|
$758,640
0.12% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
12,182
shares
|
$758,329
0.0% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
11,780
shares
|
$733,305
0.51% of portfolio
|
Q1 2024
Added 123.61%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
11,688
shares
|
$727,578
0.0% of portfolio
|
Q3 2024
Reduced 29.86%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
11,634
shares
|
$724,216
0.07% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
11,115
shares
|
$691,908
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
10,754
shares
|
$669,436
0.34% of portfolio
|
Q3 2024
Reduced 12.23%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
10,742
shares
|
$668,689
0.08% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
10,659
shares
|
$663,522
0.35% of portfolio
|
Q3 2024
Reduced 21.67%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
10,558
shares
|
$657,235
0.06% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,305
shares
|
$641,486
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 06, 2025 Q3 2024 |
10,241
shares
|
$637,502
0.43% of portfolio
|
Q2 2024
Reduced 2.84%
|