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 276 institutions that hold shares in the stock, with a total of 45 Million shares, which have been reported (via 13F filing form) to have a value of $2.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
9,051
shares
|
$524,324
0.38% of portfolio
|
Q4 2024
Reduced 5.92%
|
|
|
Wealthfront Advisers LLC
|
Apr 01, 2025 Q4 2024 |
8,908
shares
|
$516,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
8,883
shares
|
$514,592
0.07% of portfolio
|
Q4 2024
Reduced 6.82%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
8,710
shares
|
$504,570
0.0% of portfolio
|
Q4 2024
Added 24.16%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
8,707
shares
|
$504,396
0.0% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Mar 04, 2025 Q4 2024 |
8,643
shares
|
$500,688
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
8,566
shares
|
$496,228
0.02% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,296
shares
|
$480,587
0.04% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
8,192
shares
|
$474,562
0.01% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
8,181
shares
|
$473,925
0.03% of portfolio
|
Q4 2024
Reduced 28.72%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,025
shares
|
$464,888
0.0% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
7,925
shares
|
$459,095
0.4% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
7,816
shares
|
$452,780
0.03% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Emerson Wealth, LLC
|
Aug 03, 2022 Q2 2022 |
7,714
shares
|
$446,872
0.24% of portfolio
|
Q2 2022
Added 20.32%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
7,710
shares
|
$446,640
0.18% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
7,699
shares
|
$446,003
0.38% of portfolio
|
Q1 2023
Reduced 11.77%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
7,693
shares
|
$445,655
0.07% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
7,634
shares
|
$442,237
0.02% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
7,574
shares
|
$438,761
0.0% of portfolio
|
Q4 2024
Added 37.43%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
7,217
shares
|
$418,080
0.01% of portfolio
|
Q1 2024
Reduced 0.4%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,210
shares
|
$417,675
0.0% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
7,185
shares
|
$416,227
0.0% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
7,093
shares
|
$410,897
0.03% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
6,958
shares
|
$403,076
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
6,914
shares
|
$400,528
0.11% of portfolio
|
Q4 2024
New holding
|