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 259 institutions that hold shares in the stock, with a total of 44.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.69 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
33,806,370
shares
|
$2.06 Billion
4.43% of portfolio
|
Q2 2024
Added 1.83%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
898,449
shares
|
$54.8 Million
0.85% of portfolio
|
Q4 2022
Reduced 2.11%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
749,571
shares
|
$45.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
709,184
shares
|
$43.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
442,010
shares
|
$26.9 Million
0.01% of portfolio
|
Q2 2024
Added 3.74%
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
371,483
shares
|
$22.6 Million
10.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
334,044
shares
|
$20.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 16.18%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
333,279
shares
|
$20.3 Million
0.0% of portfolio
|
Q2 2024
Added 4.73%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2024 Q2 2024 |
285,365
shares
|
$17.4 Million
2.95% of portfolio
|
Q2 2024
Reduced 14.77%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
281,926
shares
|
$17.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 32.45%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
208,579
shares
|
$12.7 Million
0.39% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
205,810
shares
|
$12.5 Million
0.59% of portfolio
|
Q3 2024
Added 37.85%
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
189,413
shares
|
$11.5 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
183,218
shares
|
$11.2 Million
0.83% of portfolio
|
Q3 2024
Added 18.85%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
177,755
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2024
Reduced 14.49%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 30, 2024 Q2 2024 |
171,820
shares
|
$10.5 Million
0.05% of portfolio
|
Q2 2024
Reduced 31.0%
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
165,576
shares
|
$10.1 Million
2.41% of portfolio
|
Q2 2024
Added 4.31%
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
161,191
shares
|
$9.83 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,382
shares
|
$9.53 Million
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
149,670
shares
|
$9.13 Million
0.0% of portfolio
|
Q2 2024
Reduced 40.44%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
132,169
shares
|
$8.06 Million
0.09% of portfolio
|
Q2 2024
Reduced 4.13%
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
129,995
shares
|
$7.93 Million
0.58% of portfolio
|
Q2 2024
Added 0.28%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
125,721
shares
|
$7.67 Million
0.02% of portfolio
|
Q2 2024
Added 0.64%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
123,415
shares
|
$7.52 Million
0.59% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
116,965
shares
|
$7.13 Million
1.04% of portfolio
|
Q3 2024
Added 2.86%
|