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 |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
167
shares
|
$10,156
0.0% of portfolio
|
Q2 2024
Reduced 5.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
161
shares
|
$9,792
0.0% of portfolio
|
Q2 2020
Closed
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
153
shares
|
$9,305
0.0% of portfolio
|
Q3 2024
Reduced 83.95%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
150
shares
|
$9,123
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
125
shares
|
$7,602
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
124
shares
|
$7,541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
111
shares
|
$6,751
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
111
shares
|
$6,751
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
109
shares
|
$6,629
0.0% of portfolio
|
Q1 2024
Reduced 93.81%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
100
shares
|
$6,082
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
74
shares
|
$4,500
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
50
shares
|
$3,041
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
50
shares
|
$3,041
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
46
shares
|
$2,797
0.0% of portfolio
|
Q3 2024
Reduced 23.33%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
33
shares
|
$2,007
0.0% of portfolio
|
Q3 2024
Reduced 76.26%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
30
shares
|
$1,824
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
24
shares
|
$1,459
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
23
shares
|
$1,398
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
22
shares
|
$1,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
22
shares
|
$1,338
0.0% of portfolio
|
Q1 2023
Reduced 4.35%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
20
shares
|
$1,216
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12
shares
|
$729
0.0% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
7
shares
|
$425
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
4
shares
|
$243
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
2
shares
|
$121
0.0% of portfolio
|
Q1 2024
New holding
|