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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
3,585
shares
|
$216,856
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,530
shares
|
$213,529
0.07% of portfolio
|
Q2 2024
Added 0.26%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,514
shares
|
$212,561
0.0% of portfolio
|
Q1 2024
Reduced 38.47%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,511
shares
|
$212,380
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
3,480
shares
|
$210,505
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
3,460
shares
|
$209,295
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
3,445
shares
|
$208,388
0.06% of portfolio
|
Q3 2024
Reduced 80.56%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,538
shares
|
$153,523
0.0% of portfolio
|
Q2 2024
Added 3.89%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,318
shares
|
$140,215
0.0% of portfolio
|
Q3 2024
Added 102.09%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
2,198
shares
|
$132,957
0.03% of portfolio
|
Q2 2023
Added 88.18%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,151
shares
|
$130,113
0.01% of portfolio
|
Q4 2023
Reduced 38.82%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,987
shares
|
$120,193
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
1,975
shares
|
$119,467
0.01% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,637
shares
|
$99,022
0.02% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,477
shares
|
$89,343
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,400
shares
|
$84,686
0.0% of portfolio
|
Q2 2024
Reduced 72.04%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,342
shares
|
$81,177
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,280
shares
|
$77,427
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,254
shares
|
$75,854
0.0% of portfolio
|
Q3 2024
Reduced 36.12%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,154
shares
|
$69,805
0.0% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,041
shares
|
$62,970
0.0% of portfolio
|
Q3 2024
Added 7907.69%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
882
shares
|
$53,352
0.04% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
859
shares
|
$51,960
0.0% of portfolio
|
Q1 2024
Reduced 11.63%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
777
shares
|
$47,000
0.0% of portfolio
|
Q2 2024
Reduced 22.3%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
725
shares
|
$43,855
0.0% of portfolio
|
Q1 2018
New holding
|