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 |
---|---|---|---|---|---|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
229
shares
|
$13,962
0.0% of portfolio
|
Q3 2022
New holding
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
229
shares
|
$13,962
0.0% of portfolio
|
Q3 2024
New holding
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
210
shares
|
$12,803
0.01% of portfolio
|
Q1 2023
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
200
shares
|
$12,194
0.0% of portfolio
|
Q1 2023
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
198
shares
|
$12,072
0.0% of portfolio
|
Q1 2024
Added 7.58%
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
174
shares
|
$10,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
167
shares
|
$10,181
0.0% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
161
shares
|
$9,816
0.0% of portfolio
|
Q2 2020
Closed
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
153
shares
|
$9,328
0.0% of portfolio
|
Q3 2024
Reduced 83.95%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
150
shares
|
$9,145
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
140
shares
|
$8,535
0.0% of portfolio
|
Q4 2021
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
139
shares
|
$8,474
0.0% of portfolio
|
Q2 2024
Added 2216.67%
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
125
shares
|
$7,621
0.0% of portfolio
|
Q2 2022
New holding
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
111
shares
|
$6,767
0.0% of portfolio
|
Q2 2024
New holding
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
111
shares
|
$6,767
0.0% of portfolio
|
Q2 2024
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
109
shares
|
$6,645
0.0% of portfolio
|
Q1 2024
Reduced 93.81%
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
100
shares
|
$6,097
0.0% of portfolio
|
Q4 2023
New holding
|
|
Balentine LLC
Atlanta, GA |
Aug 07, 2024 Q2 2024 |
74
shares
|
$4,511
0.0% of portfolio
|
Q1 2024
New holding
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2024 Q2 2024 |
60
shares
|
$3,658
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
50
shares
|
$3,048
0.0% of portfolio
|
Q2 2023
New holding
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$3,048
0.0% of portfolio
|
Q3 2023
New holding
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
49
shares
|
$2,987
0.0% of portfolio
|
Q2 2020
Reduced 40.96%
|
|
Clear Point Advisors Inc.
Melville, NY |
Aug 14, 2024 Q2 2024 |
30
shares
|
$1,829
0.0% of portfolio
|
Q4 2023
New holding
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
24
shares
|
$1,463
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
23
shares
|
$1,402
0.0% of portfolio
|
Q1 2024
New holding
|