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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,961
shares
|
$300,090
0.09% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
4,930
shares
|
$298,215
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eq LLC
Mercer Island, WA |
Nov 07, 2024 Q3 2024 |
4,921
shares
|
$297,671
0.15% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
4,848
shares
|
$293,255
0.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
4,747
shares
|
$287,146
0.01% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,741
shares
|
$286,783
0.1% of portfolio
|
Q3 2024
Reduced 31.82%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
4,713
shares
|
$285,089
0.08% of portfolio
|
Q4 2020
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
4,655
shares
|
$281,580
0.09% of portfolio
|
Q2 2022
Added 27.36%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
4,373
shares
|
$264,522
0.02% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
4,339
shares
|
$262,466
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
4,296
shares
|
$259,865
0.0% of portfolio
|
Q3 2024
Reduced 86.45%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
4,279
shares
|
$258,836
0.11% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
4,277
shares
|
$258,715
0.15% of portfolio
|
Q2 2023
Reduced 8.22%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
4,253
shares
|
$257,263
0.0% of portfolio
|
Q3 2024
Reduced 51.46%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,205
shares
|
$254,360
0.02% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
4,133
shares
|
$250,005
0.02% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,044
shares
|
$244,621
0.01% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
4,000
shares
|
$241,960
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,946
shares
|
$238,693
0.04% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
3,910
shares
|
$236,515
0.01% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,792
shares
|
$229,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
3,782
shares
|
$228,773
0.0% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
3,691
shares
|
$223,268
0.0% of portfolio
|
Q3 2024
Added 33.97%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
3,609
shares
|
$218,308
0.07% of portfolio
|
Q4 2023
Reduced 17.4%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
3,588
shares
|
$217,038
0.02% of portfolio
|
Q1 2024
New holding
|