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 252 institutions that hold shares in the stock, with a total of 44.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
10,305
shares
|
$623,349
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
10,241
shares
|
$619,478
0.46% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
10,102
shares
|
$611,069
0.02% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
10,100
shares
|
$610,949
0.0% of portfolio
|
Q3 2024
Added 12.22%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
10,097
shares
|
$610,767
0.02% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
9,944
shares
|
$601,512
0.32% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,673
shares
|
$585,119
0.0% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
9,621
shares
|
$581,974
0.4% of portfolio
|
Q1 2024
Reduced 8.77%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
9,533
shares
|
$576,651
0.07% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
9,420
shares
|
$569,815
0.21% of portfolio
|
Q3 2024
Reduced 29.26%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
9,160
shares
|
$554,088
0.04% of portfolio
|
Q3 2023
Reduced 12.81%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
9,000
shares
|
$544,410
0.01% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
8,915
shares
|
$539,268
0.02% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
8,515
shares
|
$515,072
0.21% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
8,429
shares
|
$509,870
0.02% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
8,395
shares
|
$507,813
0.02% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
8,369
shares
|
$506,240
0.0% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
8,106
shares
|
$490,331
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
8,079
shares
|
$488,698
0.02% of portfolio
|
Q3 2024
Reduced 9.16%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
8,053
shares
|
$487,125
0.07% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
7,714
shares
|
$466,619
0.24% of portfolio
|
Q2 2022
Added 20.32%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,699
shares
|
$465,712
0.38% of portfolio
|
Q1 2023
Reduced 11.77%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
7,634
shares
|
$461,780
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,626
shares
|
$461,296
0.0% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
7,404
shares
|
$447,867
0.37% of portfolio
|
Q3 2024
New holding
|