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 274 institutions that hold shares in the stock, with a total of 45 Million shares, which have been reported (via 13F filing form) to have a value of $2.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
34,675,164
shares
|
$2.18 Billion
4.37% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
898,449
shares
|
$56.6 Million
0.85% of portfolio
|
Q4 2022
Reduced 2.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
714,573
shares
|
$45 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
692,872
shares
|
$43.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
554,355
shares
|
$34.9 Million
0.0% of portfolio
|
Q4 2024
Added 66.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
369,657
shares
|
$23.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
367,760
shares
|
$23.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
262,924
shares
|
$16.6 Million
0.03% of portfolio
|
Q4 2024
Added 334.38%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
248,068
shares
|
$15.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 12.01%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
236,007
shares
|
$14.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
212,963
shares
|
$13.4 Million
0.81% of portfolio
|
Q4 2024
Added 16.23%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
208,972
shares
|
$13.2 Million
2.02% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
207,531
shares
|
$13.1 Million
0.05% of portfolio
|
Q4 2024
Added 736.31%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
189,413
shares
|
$11.9 Million
2.58% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
167,263
shares
|
$10.5 Million
0.29% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
166,055
shares
|
$10.5 Million
0.02% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
162,157
shares
|
$10.2 Million
0.42% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
156,382
shares
|
$9.85 Million
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
137,982
shares
|
$8.69 Million
0.41% of portfolio
|
Q4 2024
Reduced 32.96%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
133,701
shares
|
$8.42 Million
0.02% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
120,600
shares
|
$7.59 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
119,680
shares
|
$7.54 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
119,173
shares
|
$7.5 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
114,644
shares
|
$7.22 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
112,905
shares
|
$7.11 Million
1.05% of portfolio
|
Q4 2024
Reduced 3.47%
|