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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
6,748
shares
|
$390,911
0.07% of portfolio
|
Q4 2024
Reduced 44.05%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
6,675
shares
|
$386,682
0.19% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,188
shares
|
$358,470
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
6,057
shares
|
$350,882
0.0% of portfolio
|
Q2 2024
Reduced 34.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,050
shares
|
$350,476
0.0% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
5,862
shares
|
$339,585
0.01% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,701
shares
|
$330,258
0.07% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
5,646
shares
|
$327,072
0.2% of portfolio
|
Q4 2024
Added 12.43%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
5,629
shares
|
$326,087
0.05% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
5,461
shares
|
$316,355
0.0% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,445
shares
|
$315,428
0.05% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,381
shares
|
$311,721
0.01% of portfolio
|
Q4 2024
Added 4239.52%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,311
shares
|
$307,666
0.01% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
5,290
shares
|
$306,449
0.04% of portfolio
|
Q4 2024
Added 47.56%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
5,280
shares
|
$305,870
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,273
shares
|
$305,464
0.0% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
5,218
shares
|
$302,278
0.19% of portfolio
|
Q4 2024
Reduced 6.64%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
5,131
shares
|
$297,238
0.08% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,902
shares
|
$283,972
0.14% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,886
shares
|
$283,045
0.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
4,763
shares
|
$275,920
0.0% of portfolio
|
Q4 2024
Reduced 6.55%
|
|
|
Collective Family Office LLC
|
Apr 03, 2025 Q1 2025 |
4,713
shares
|
$273,024
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,655
shares
|
$269,664
0.09% of portfolio
|
Q2 2022
Added 27.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,600
shares
|
$266,478
0.0% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
4,567
shares
|
$264,566
0.09% of portfolio
|
Q4 2024
Reduced 3.67%
|