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 |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
112,905
shares
|
$7.16 Million
1.05% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
105,816
shares
|
$6.71 Million
0.65% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Vaughan & CO Securities, Inc.
|
Jan 27, 2025 Q4 2024 |
98,869
shares
|
$6.27 Million
3.58% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
91,699
shares
|
$5.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
88,908
shares
|
$5.63 Million
2.24% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,584
shares
|
$5.61 Million
0.0% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
88,021
shares
|
$5.58 Million
0.18% of portfolio
|
Q4 2024
Added 2.12%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
87,084
shares
|
$5.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 21.46%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
81,668
shares
|
$5.18 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
80,624
shares
|
$5.11 Million
0.84% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
79,276
shares
|
$5.02 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
73,075
shares
|
$4.63 Million
0.03% of portfolio
|
Q4 2024
Added 154.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
73,014
shares
|
$4.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.54%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
72,128
shares
|
$4.57 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
70,548
shares
|
$4.47 Million
0.17% of portfolio
|
Q4 2024
Added 13.22%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Feb 04, 2025 Q4 2024 |
69,970
shares
|
$4.43 Million
0.19% of portfolio
|
Q4 2024
Added 8.08%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
61,265
shares
|
$3.88 Million
0.06% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
52,100
shares
|
$3.3 Million
0.0% of portfolio
|
Q4 2024
Added 415.84%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
49,485
shares
|
$3.14 Million
0.5% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
48,984
shares
|
$3.1 Million
0.0% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
47,784
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 32.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
46,027
shares
|
$2.92 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
44,671
shares
|
$2.83 Million
0.0% of portfolio
|
Q4 2024
Added 144.22%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
43,556
shares
|
$2.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 51.9%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
42,770
shares
|
$2.71 Million
0.9% of portfolio
|
Q3 2023
Reduced 3.66%
|