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 |
---|---|---|---|---|---|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
912
shares
|
$55,604
0.04% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
859
shares
|
$52,373
0.0% of portfolio
|
Q1 2024
Reduced 11.63%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Aug 14, 2024 Q2 2024 |
777
shares
|
$47,373
0.0% of portfolio
|
Q2 2024
Reduced 22.3%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
725
shares
|
$44,203
0.0% of portfolio
|
Q1 2018
New holding
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
667
shares
|
$40,666
0.0% of portfolio
|
Q4 2023
New holding
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
640
shares
|
$39,020
0.01% of portfolio
|
Q4 2022
New holding
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
517
shares
|
$31,521
0.0% of portfolio
|
Q2 2024
Reduced 24.42%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
515
shares
|
$31,399
0.0% of portfolio
|
Q4 2021
New holding
|
|
Old Second National Bank Of Aurora
|
Aug 12, 2024 Q2 2024 |
505
shares
|
$30,789
0.01% of portfolio
|
Q3 2023
New holding
|
|
Barclays PLC
London, X0 |
Aug 14, 2024 Q2 2024 |
492
shares
|
$29,997
0.0% of portfolio
|
Q4 2021
Reduced 99.04%
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
423
shares
|
$25,790
0.0% of portfolio
|
Q4 2022
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
419
shares
|
$25,546
0.01% of portfolio
|
Q2 2024
Reduced 41.23%
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
400
shares
|
$24,388
0.0% of portfolio
|
Q2 2019
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
400
shares
|
$24,388
0.01% of portfolio
|
Q2 2024
Reduced 86.74%
|
|
Macroview Investment Management LLC
|
Jul 23, 2024 Q2 2024 |
364
shares
|
$22,193
0.02% of portfolio
|
Q1 2024
Reduced 19.47%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
360
shares
|
$21,949
0.01% of portfolio
|
Q4 2020
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
335
shares
|
$20,424
0.0% of portfolio
|
Q3 2019
New holding
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
322
shares
|
$19,632
0.0% of portfolio
|
Q1 2020
New holding
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
300
shares
|
$18,291
0.0% of portfolio
|
Q1 2022
Reduced 53.85%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
300
shares
|
$18,291
0.0% of portfolio
|
Q4 2023
Reduced 94.58%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
299
shares
|
$18,230
0.0% of portfolio
|
Q2 2023
Reduced 9.94%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
262
shares
|
$15,974
0.01% of portfolio
|
Q4 2022
Added 0.38%
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
259
shares
|
$15,791
0.0% of portfolio
|
Q4 2021
New holding
|
|
Morris Financial Concepts, Inc.
|
Jul 29, 2024 Q2 2024 |
256
shares
|
$15,608
0.01% of portfolio
|
Q1 2024
Added 0.39%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
252
shares
|
$15,364
0.0% of portfolio
|
Q2 2024
New holding
|