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 |
---|---|---|---|---|---|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
3,831
shares
|
$233,576
0.0% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
Graypoint LLC
|
Jul 31, 2024 Q2 2024 |
3,733
shares
|
$227,601
0.02% of portfolio
|
Q2 2024
New holding
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 29, 2024 Q1 2024 |
3,609
shares
|
$220,040
0.08% of portfolio
|
Q4 2023
Reduced 17.4%
|
|
Bouchey Financial Group LTD
|
Jul 12, 2024 Q2 2024 |
3,588
shares
|
$218,760
0.02% of portfolio
|
Q1 2024
New holding
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
3,530
shares
|
$215,224
0.08% of portfolio
|
Q2 2024
Added 0.26%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
3,514
shares
|
$214,248
0.0% of portfolio
|
Q1 2024
Reduced 38.47%
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
3,511
shares
|
$214,065
0.04% of portfolio
|
Q4 2023
New holding
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
3,460
shares
|
$210,956
0.05% of portfolio
|
Q4 2023
New holding
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
3,051
shares
|
$186,019
0.12% of portfolio
|
Q2 2024
Reduced 59.21%
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
2,755
shares
|
$167,972
0.0% of portfolio
|
Q2 2024
Added 4.36%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,538
shares
|
$154,741
0.0% of portfolio
|
Q2 2024
Added 3.89%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,318
shares
|
$141,328
0.0% of portfolio
|
Q3 2024
Added 102.09%
|
|
Hartford Financial Management Inc.
|
Aug 09, 2024 Q2 2024 |
2,198
shares
|
$134,012
0.03% of portfolio
|
Q2 2023
Added 88.18%
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,151
shares
|
$131,146
0.01% of portfolio
|
Q4 2023
Reduced 38.82%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
1,987
shares
|
$121,147
0.01% of portfolio
|
Q3 2021
New holding
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
1,976
shares
|
$120,476
0.01% of portfolio
|
Q2 2024
Reduced 62.94%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
1,963
shares
|
$119,684
0.0% of portfolio
|
Q3 2018
Closed
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,762
shares
|
$107,429
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
1,637
shares
|
$99,807
0.03% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
1,539
shares
|
$93,832
0.01% of portfolio
|
Q2 2024
Added 0.13%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,477
shares
|
$90,052
0.0% of portfolio
|
Q3 2022
New holding
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,400
shares
|
$85,358
0.0% of portfolio
|
Q2 2024
Reduced 72.04%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
1,342
shares
|
$81,821
0.0% of portfolio
|
Q3 2023
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,280
shares
|
$78,041
0.02% of portfolio
|
Q4 2020
New holding
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
1,192
shares
|
$72,676
0.0% of portfolio
|
Q2 2024
Added 0.25%
|