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 $2.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
725
shares
|
$42,956
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
717
shares
|
$42,482
0.0% of portfolio
|
Q3 2024
Added 38.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
712
shares
|
$42,186
0.0% of portfolio
|
Q3 2024
Added 259.6%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
667
shares
|
$39,519
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
640
shares
|
$37,920
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
492
shares
|
$29,151
0.0% of portfolio
|
Q4 2021
Reduced 99.04%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
423
shares
|
$25,062
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
419
shares
|
$24,825
0.01% of portfolio
|
Q2 2024
Reduced 41.23%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
400
shares
|
$23,700
0.01% of portfolio
|
Q2 2024
Reduced 86.74%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
400
shares
|
$23,700
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
364
shares
|
$21,567
0.02% of portfolio
|
Q1 2024
Reduced 19.47%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
360
shares
|
$21,330
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
335
shares
|
$19,848
0.0% of portfolio
|
Q3 2019
New holding
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
322
shares
|
$19,078
0.0% of portfolio
|
Q1 2020
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
300
shares
|
$17,775
0.0% of portfolio
|
Q4 2023
Reduced 94.58%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
299
shares
|
$17,715
0.0% of portfolio
|
Q2 2023
Reduced 9.94%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
262
shares
|
$15,523
0.01% of portfolio
|
Q4 2022
Added 0.38%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
259
shares
|
$15,345
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
256
shares
|
$15,168
0.01% of portfolio
|
Q1 2024
Added 0.39%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
252
shares
|
$14,931
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
229
shares
|
$13,568
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
229
shares
|
$13,568
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
210
shares
|
$12,442
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
207
shares
|
$12,264
0.03% of portfolio
|
Q3 2024
Reduced 93.22%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
200
shares
|
$11,850
0.0% of portfolio
|
Q1 2023
New holding
|