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 251 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 $2.69 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
34,223,876
shares
|
$2.08 Billion
4.28% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
898,449
shares
|
$54.6 Million
0.85% of portfolio
|
Q4 2022
Reduced 2.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
737,280
shares
|
$44.8 Million
0.0% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
699,118
shares
|
$42.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
462,105
shares
|
$28.1 Million
0.01% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
375,106
shares
|
$22.8 Million
0.01% of portfolio
|
Q3 2024
Added 12.29%
|
|
|
Alpha Financial Advisors, LLC
Charlotte, NC |
Oct 18, 2024 Q3 2024 |
371,483
shares
|
$22.6 Million
10.01% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
332,166
shares
|
$20.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
281,926
shares
|
$17.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 32.45%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
255,811
shares
|
$15.6 Million
2.57% of portfolio
|
Q3 2024
Reduced 10.36%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
205,810
shares
|
$12.5 Million
0.59% of portfolio
|
Q3 2024
Added 37.85%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
189,413
shares
|
$11.5 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
183,218
shares
|
$11.1 Million
0.83% of portfolio
|
Q3 2024
Added 18.85%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
173,464
shares
|
$10.6 Million
2.44% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
164,237
shares
|
$9.99 Million
0.0% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
164,076
shares
|
$9.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
164,071
shares
|
$9.98 Million
0.29% of portfolio
|
Q3 2024
Reduced 21.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
161,191
shares
|
$9.8 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,382
shares
|
$9.51 Million
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
132,504
shares
|
$8.06 Million
0.02% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
124,084
shares
|
$7.55 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
121,971
shares
|
$7.42 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
117,492
shares
|
$7.15 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.1%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
116,965
shares
|
$7.11 Million
1.04% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
110,885
shares
|
$6.74 Million
0.0% of portfolio
|
Q3 2024
Added 4.09%
|