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 |
---|---|---|---|---|---|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
40,279
shares
|
$2.46 Million
0.03% of portfolio
|
Q2 2024
Reduced 13.15%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
38,683
shares
|
$2.36 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.53%
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2024 Q2 2024 |
38,625
shares
|
$2.35 Million
0.78% of portfolio
|
Q2 2024
Reduced 8.75%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
37,254
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
Strategic Wealth Investment Group, LLC
|
Aug 13, 2024 Q2 2024 |
37,218
shares
|
$2.27 Million
0.29% of portfolio
|
Q2 2024
Added 13.38%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
36,518
shares
|
$2.23 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
35,823
shares
|
$2.18 Million
0.86% of portfolio
|
Q3 2024
Added 0.8%
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Jul 19, 2024 Q2 2024 |
34,314
shares
|
$2.09 Million
5.8% of portfolio
|
Q2 2024
Added 17.09%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
31,904
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
31,716
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.28%
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
31,558
shares
|
$1.92 Million
0.12% of portfolio
|
Q3 2024
Added 8.64%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
30,435
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.61%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
29,193
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2024
Added 4.77%
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 12, 2024 Q2 2024 |
27,270
shares
|
$1.66 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
24,815
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2024
Added 1.29%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
24,601
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2024
Added 502.38%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
23,295
shares
|
$1.42 Million
0.2% of portfolio
|
Q2 2024
Reduced 39.6%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
22,488
shares
|
$1.37 Million
0.07% of portfolio
|
Q2 2024
Added 4.01%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
21,527
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2024
Added 2.89%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
21,321
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
20,745
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2024
Added 8.04%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
20,629
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Added 44.42%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
20,483
shares
|
$1.25 Million
0.1% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
19,773
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2024
Added 15.91%
|
|
Redw Wealth LLC
|
Aug 09, 2024 Q2 2024 |
19,551
shares
|
$1.19 Million
0.3% of portfolio
|
Q2 2024
Reduced 7.94%
|