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 272 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 $2.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
150
shares
|
$9,507
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
125
shares
|
$7,922
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
111
shares
|
$7,035
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
111
shares
|
$7,035
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
109
shares
|
$6,908
0.0% of portfolio
|
Q1 2024
Reduced 93.81%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
101
shares
|
$6,401
0.0% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
75
shares
|
$4,753
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
74
shares
|
$4,690
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
50
shares
|
$3,169
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
50
shares
|
$3,169
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
47
shares
|
$2,978
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
46
shares
|
$2,915
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
24
shares
|
$1,521
0.0% of portfolio
|
Q4 2023
Added 100.0%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
23
shares
|
$1,457
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
22
shares
|
$1,394
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
22
shares
|
$1,394
0.0% of portfolio
|
Q1 2023
Reduced 4.35%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jan 13, 2025 Q4 2024 |
17
shares
|
$1,077
0.0% of portfolio
|
Q4 2024
Reduced 63.04%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
13
shares
|
$823
0.0% of portfolio
|
Q4 2024
Reduced 98.75%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
12
shares
|
$760
0.0% of portfolio
|
Q2 2024
Added 9.09%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
5
shares
|
$316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
4
shares
|
$253
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
2
shares
|
$126
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
1
shares
|
$63
0.0% of portfolio
|
Q3 2023
New holding
|