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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,359
shares
|
$445,145
0.01% of portfolio
|
Q2 2024
Added 0.08%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
7,312
shares
|
$442,302
0.0% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
7,268
shares
|
$439,641
0.01% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,217
shares
|
$436,556
0.01% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
7,071
shares
|
$427,724
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
|
$424,458
0.2% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
7,015
shares
|
$424,337
0.0% of portfolio
|
Q3 2024
Added 12.76%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
6,187
shares
|
$374,251
0.02% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,184
shares
|
$374,070
0.02% of portfolio
|
Q3 2024
Reduced 7.87%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,057
shares
|
$366,387
0.0% of portfolio
|
Q2 2024
Reduced 34.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,871
shares
|
$355,136
0.0% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
5,773
shares
|
$349,208
0.0% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
5,732
shares
|
$346,728
0.07% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
5,717
shares
|
$345,821
0.0% of portfolio
|
Q2 2024
Reduced 17.47%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
5,683
shares
|
$343,764
0.1% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
5,680
shares
|
$343,583
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
5,589
shares
|
$338,078
0.21% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,539
shares
|
$335,054
0.0% of portfolio
|
Q3 2024
Added 25.97%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
5,511
shares
|
$333,360
0.0% of portfolio
|
Q1 2024
Added 24.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
5,311
shares
|
$321,262
0.01% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
5,280
shares
|
$319,387
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
5,234
shares
|
$316,604
0.0% of portfolio
|
Q3 2024
Reduced 15.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,122
shares
|
$309,829
0.0% of portfolio
|
Q3 2024
Added 9.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
5,097
shares
|
$308,317
0.0% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
5,022
shares
|
$303,780
0.18% of portfolio
|
Q3 2024
Added 14.81%
|