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 258 institutions that hold shares in the stock, with a total of 43.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,699
shares
|
$477,799
0.38% of portfolio
|
Q1 2023
Reduced 11.77%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
7,693
shares
|
$477,427
0.07% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
7,634
shares
|
$473,766
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,626
shares
|
$473,269
0.0% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,404
shares
|
$459,492
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,359
shares
|
$456,699
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
7,312
shares
|
$453,782
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
7,268
shares
|
$451,052
0.01% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,217
shares
|
$447,887
0.01% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
7,093
shares
|
$440,191
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
7,015
shares
|
$435,350
0.0% of portfolio
|
Q3 2024
Added 12.76%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
6,748
shares
|
$418,780
0.07% of portfolio
|
Q4 2024
Reduced 44.05%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
6,675
shares
|
$414,250
0.19% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,188
shares
|
$384,027
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,057
shares
|
$375,897
0.0% of portfolio
|
Q2 2024
Reduced 34.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,871
shares
|
$364,354
0.0% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
5,862
shares
|
$363,795
0.01% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,773
shares
|
$358,272
0.0% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
5,717
shares
|
$354,797
0.0% of portfolio
|
Q2 2024
Reduced 17.47%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,701
shares
|
$353,804
0.07% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
5,680
shares
|
$352,500
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
5,646
shares
|
$350,390
0.2% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,511
shares
|
$342,012
0.0% of portfolio
|
Q1 2024
Added 24.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,311
shares
|
$329,600
0.01% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
5,290
shares
|
$328,297
0.04% of portfolio
|
Q4 2024
Added 47.56%
|