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 |
---|---|---|---|---|---|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
7,714
shares
|
$470,322
0.24% of portfolio
|
Q2 2022
Added 20.32%
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,699
shares
|
$469,408
0.38% of portfolio
|
Q1 2023
Reduced 11.77%
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
7,626
shares
|
$464,957
0.0% of portfolio
|
Q3 2024
Reduced 9.78%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
7,599
shares
|
$463,311
0.0% of portfolio
|
Q2 2024
Added 46.11%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
7,502
shares
|
$457,396
0.01% of portfolio
|
Q2 2024
Reduced 81.64%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
7,359
shares
|
$448,678
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,217
shares
|
$440,020
0.01% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
7,071
shares
|
$431,118
0.03% of portfolio
|
Q3 2024
Reduced 33.74%
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
7,017
shares
|
$427,826
0.2% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
Detalus Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
6,954
shares
|
$423,985
0.15% of portfolio
|
Q2 2024
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
6,712
shares
|
$409,230
0.02% of portfolio
|
Q4 2022
Added 15.39%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
6,494
shares
|
$395,939
0.0% of portfolio
|
Q2 2024
Added 2.74%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
6,337
shares
|
$386,366
0.02% of portfolio
|
Q4 2023
Reduced 5.04%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
6,221
shares
|
$379,294
0.0% of portfolio
|
Q2 2024
Reduced 29.52%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
6,198
shares
|
$377,892
0.0% of portfolio
|
Q2 2024
Reduced 42.89%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
6,070
shares
|
$370,087
0.0% of portfolio
|
Q2 2024
Reduced 9.81%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,057
shares
|
$369,295
0.0% of portfolio
|
Q2 2024
Reduced 34.33%
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
5,732
shares
|
$349,480
0.07% of portfolio
|
Q3 2024
Added 0.54%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
5,717
shares
|
$348,565
0.0% of portfolio
|
Q2 2024
Reduced 17.47%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
5,683
shares
|
$346,492
0.1% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
5,589
shares
|
$340,761
0.21% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,539
shares
|
$337,712
0.0% of portfolio
|
Q3 2024
Added 25.97%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
5,511
shares
|
$336,005
0.0% of portfolio
|
Q1 2024
Added 24.88%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
5,422
shares
|
$330,579
0.0% of portfolio
|
Q2 2024
Reduced 37.64%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
5,387
shares
|
$328,445
0.01% of portfolio
|
Q2 2024
Added 0.09%
|