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 |
---|---|---|---|---|---|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,211
shares
|
$317,714
0.09% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
5,201
shares
|
$317,104
0.0% of portfolio
|
Q2 2024
Added 30.03%
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
5,022
shares
|
$306,191
0.18% of portfolio
|
Q3 2024
Added 14.81%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
4,839
shares
|
$295,033
0.04% of portfolio
|
Q2 2024
New holding
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
4,832
shares
|
$294,607
0.0% of portfolio
|
Q2 2024
New holding
|
|
Eq LLC
Mercer Island, WA |
Jul 25, 2024 Q2 2024 |
4,757
shares
|
$290,034
0.17% of portfolio
|
Q2 2024
Added 0.02%
|
|
Citizens Financial Group Inc
|
Aug 09, 2024 Q2 2024 |
4,747
shares
|
$289,424
0.01% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
4,713
shares
|
$287,351
0.08% of portfolio
|
Q4 2020
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
4,672
shares
|
$284,851
0.0% of portfolio
|
Q2 2024
Added 0.11%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,655
shares
|
$283,815
0.09% of portfolio
|
Q2 2022
Added 27.36%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
4,533
shares
|
$276,377
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jul 19, 2024 Q2 2024 |
4,452
shares
|
$271,438
0.13% of portfolio
|
Q2 2024
Reduced 7.1%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
4,415
shares
|
$269,182
0.0% of portfolio
|
Q2 2024
Reduced 0.7%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,373
shares
|
$266,621
0.02% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
4,341
shares
|
$264,670
0.0% of portfolio
|
Q2 2024
Reduced 9.6%
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
4,279
shares
|
$260,890
0.11% of portfolio
|
Q2 2024
Added 0.26%
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
4,277
shares
|
$260,768
0.15% of portfolio
|
Q2 2023
Reduced 8.22%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
4,253
shares
|
$259,305
0.0% of portfolio
|
Q3 2024
Reduced 51.46%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
4,225
shares
|
$257,598
0.03% of portfolio
|
Q2 2023
Added 0.02%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,133
shares
|
$251,989
0.02% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
4,044
shares
|
$246,562
0.01% of portfolio
|
Q2 2024
Added 0.15%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
4,006
shares
|
$244,245
0.01% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,000
shares
|
$243,880
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cfo4 Life Group, LLC
|
Jul 31, 2024 Q2 2024 |
3,946
shares
|
$240,587
0.04% of portfolio
|
Q2 2024
Added 0.28%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,910
shares
|
$238,392
0.01% of portfolio
|
Q2 2024
Reduced 4.52%
|