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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
18,488
shares
|
$1.13 Million
0.1% of portfolio
|
Q2 2024
Reduced 9.49%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
18,473
shares
|
$1.13 Million
0.2% of portfolio
|
Q2 2024
Added 117.82%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 12, 2024 Q2 2024 |
17,724
shares
|
$1.08 Million
0.34% of portfolio
|
Q2 2024
Reduced 16.61%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
17,702
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
16,665
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.52%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
16,082
shares
|
$980,519
0.09% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
15,606
shares
|
$951,497
0.04% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
15,387
shares
|
$938,145
0.0% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
15,373
shares
|
$937,291
0.04% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
15,270
shares
|
$931,011
0.0% of portfolio
|
Q2 2024
Reduced 14.22%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
13,722
shares
|
$836,630
0.01% of portfolio
|
Q2 2024
Added 93.92%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Aug 07, 2024 Q2 2024 |
13,608
shares
|
$829,679
0.47% of portfolio
|
Q2 2024
Reduced 8.78%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
13,446
shares
|
$819,802
0.15% of portfolio
|
Q4 2022
Reduced 17.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
13,438
shares
|
$819,314
0.0% of portfolio
|
Q2 2024
Reduced 10.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,380
shares
|
$815,778
0.0% of portfolio
|
Q2 2024
Reduced 63.13%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 12, 2024 Q2 2024 |
13,316
shares
|
$811,876
0.3% of portfolio
|
Q1 2024
Reduced 1.96%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Aug 09, 2024 Q2 2024 |
13,191
shares
|
$804,255
0.08% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Courier Capital LLC
|
Jul 23, 2024 Q2 2024 |
13,090
shares
|
$798,097
0.06% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
12,593
shares
|
$767,795
0.0% of portfolio
|
Q3 2022
Added 0.19%
|
|
|
Check Capital Management Inc
|
Jul 25, 2024 Q2 2024 |
12,450
shares
|
$759,076
0.03% of portfolio
|
Q4 2022
Reduced 32.53%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 09, 2024 Q2 2024 |
12,253
shares
|
$747,065
0.39% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
12,187
shares
|
$743,041
0.12% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
12,144
shares
|
$740,419
0.05% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
12,083
shares
|
$736,700
0.0% of portfolio
|
Q2 2024
Added 0.87%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
11,780
shares
|
$718,226
0.51% of portfolio
|
Q1 2024
Added 123.61%
|