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 |
---|---|---|---|---|---|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
110,950
shares
|
$6.76 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
106,526
shares
|
$6.49 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Clearwater Capital Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
99,520
shares
|
$6.07 Million
0.65% of portfolio
|
Q2 2024
Added 58.51%
|
|
Vaughan & CO Securities, Inc.
|
Jul 30, 2024 Q2 2024 |
97,975
shares
|
$5.97 Million
3.66% of portfolio
|
Q2 2024
Added 0.75%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
91,807
shares
|
$5.6 Million
0.01% of portfolio
|
Q2 2024
Added 2.01%
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
89,591
shares
|
$5.46 Million
0.94% of portfolio
|
Q2 2024
Reduced 6.66%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,584
shares
|
$5.4 Million
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
87,736
shares
|
$5.35 Million
2.34% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
86,190
shares
|
$5.26 Million
0.18% of portfolio
|
Q3 2024
Added 0.89%
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
81,809
shares
|
$4.99 Million
0.08% of portfolio
|
Q3 2024
Added 3.85%
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
79,916
shares
|
$4.87 Million
0.92% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
78,389
shares
|
$4.78 Million
0.02% of portfolio
|
Q2 2024
Added 2.91%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
70,060
shares
|
$4.27 Million
0.01% of portfolio
|
Q2 2024
Added 1.5%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
63,410
shares
|
$3.87 Million
0.0% of portfolio
|
Q2 2024
Reduced 30.22%
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
62,310
shares
|
$3.8 Million
0.17% of portfolio
|
Q3 2024
Added 216.2%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
55,833
shares
|
$3.4 Million
0.06% of portfolio
|
Q2 2024
Added 13.91%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
54,139
shares
|
$3.3 Million
0.3% of portfolio
|
Q2 2024
Reduced 53.76%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
53,769
shares
|
$3.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
51,504
shares
|
$3.14 Million
0.12% of portfolio
|
Q2 2024
Reduced 18.52%
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
49,658
shares
|
$3.03 Million
0.55% of portfolio
|
Q2 2024
Added 1.84%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
49,123
shares
|
$3 Million
0.0% of portfolio
|
Q2 2024
Added 0.31%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
44,713
shares
|
$2.73 Million
0.01% of portfolio
|
Q2 2024
Reduced 33.99%
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
43,303
shares
|
$2.64 Million
0.29% of portfolio
|
Q2 2024
Reduced 13.28%
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
42,770
shares
|
$2.61 Million
0.9% of portfolio
|
Q3 2023
Reduced 3.66%
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
41,807
shares
|
$2.55 Million
1.51% of portfolio
|
Q1 2023
Reduced 1.35%
|