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 |
---|---|---|---|---|---|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
10,900
shares
|
$664,573
0.1% of portfolio
|
Q2 2024
Added 4.77%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
10,841
shares
|
$660,975
0.09% of portfolio
|
Q2 2024
Reduced 13.46%
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
10,756
shares
|
$655,793
0.02% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
10,734
shares
|
$654,451
0.02% of portfolio
|
Q2 2024
New holding
|
|
Interactive Financial Advisors
Chicago, IL |
Aug 02, 2024 Q2 2024 |
10,708
shares
|
$652,866
0.36% of portfolio
|
Q2 2024
Added 1.3%
|
|
Evolution Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
10,305
shares
|
$628,295
0.12% of portfolio
|
Q4 2022
New holding
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Aug 06, 2024 Q2 2024 |
10,300
shares
|
$627,991
0.01% of portfolio
|
Q2 2024
Added 62.38%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
10,273
shares
|
$626,344
0.02% of portfolio
|
Q2 2024
Reduced 7.15%
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
10,241
shares
|
$624,393
0.46% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
9,662
shares
|
$589,092
0.0% of portfolio
|
Q2 2024
Reduced 12.62%
|
|
Wilson & Boucher Capital Management, LLC
|
Aug 14, 2024 Q2 2024 |
9,621
shares
|
$586,592
0.43% of portfolio
|
Q1 2024
Reduced 8.77%
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
9,533
shares
|
$581,227
0.08% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
9,472
shares
|
$577,507
0.05% of portfolio
|
Q2 2024
Added 17.66%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
9,216
shares
|
$561,899
0.0% of portfolio
|
Q2 2024
Added 1.78%
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
9,160
shares
|
$558,485
0.04% of portfolio
|
Q3 2023
Reduced 12.81%
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
9,000
shares
|
$548,730
0.01% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
9,000
shares
|
$548,730
0.0% of portfolio
|
Q2 2024
Reduced 35.25%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
8,915
shares
|
$543,547
0.02% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
8,751
shares
|
$533,548
0.02% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
8,573
shares
|
$522,695
0.02% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
8,515
shares
|
$519,159
0.21% of portfolio
|
Q3 2024
Added 3.24%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
8,266
shares
|
$503,978
0.0% of portfolio
|
Q2 2024
Added 1.04%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
8,161
shares
|
$497,576
0.02% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 19, 2024 Q2 2024 |
8,149
shares
|
$496,844
0.08% of portfolio
|
Q2 2024
Reduced 12.43%
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
8,079
shares
|
$492,576
0.02% of portfolio
|
Q3 2024
Reduced 9.16%
|