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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,782
shares
|
$234,710
0.0% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,691
shares
|
$229,063
0.0% of portfolio
|
Q3 2024
Added 33.97%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
3,609
shares
|
$223,974
0.07% of portfolio
|
Q4 2023
Reduced 17.4%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
3,588
shares
|
$222,671
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
3,570
shares
|
$221,554
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,543
shares
|
$219,878
0.07% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,514
shares
|
$218,078
0.0% of portfolio
|
Q1 2024
Reduced 38.47%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,511
shares
|
$217,892
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
3,480
shares
|
$215,968
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
3,460
shares
|
$214,727
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
3,445
shares
|
$213,796
0.06% of portfolio
|
Q3 2024
Reduced 80.56%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
3,439
shares
|
$213,424
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
3,383
shares
|
$209,948
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
2,746
shares
|
$170,416
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,538
shares
|
$157,508
0.0% of portfolio
|
Q2 2024
Added 3.89%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,318
shares
|
$143,855
0.0% of portfolio
|
Q3 2024
Added 102.09%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
2,198
shares
|
$136,407
0.03% of portfolio
|
Q2 2023
Added 88.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,987
shares
|
$123,313
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,975
shares
|
$122,568
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,878
shares
|
$116,548
0.0% of portfolio
|
Q4 2024
Added 62.74%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,637
shares
|
$101,592
0.02% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,477
shares
|
$91,662
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,342
shares
|
$83,284
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,280
shares
|
$79,436
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,254
shares
|
$77,823
0.0% of portfolio
|
Q3 2024
Reduced 36.12%
|