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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,318
shares
|
$146,914
0.0% of portfolio
|
Q3 2024
Added 102.09%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
2,198
shares
|
$139,309
0.03% of portfolio
|
Q2 2023
Added 88.18%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,987
shares
|
$125,936
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,909
shares
|
$120,992
0.01% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,878
shares
|
$119,027
0.0% of portfolio
|
Q4 2024
Added 62.74%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
1,637
shares
|
$103,753
0.02% of portfolio
|
Q2 2024
Reduced 11.37%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,477
shares
|
$93,612
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,342
shares
|
$85,055
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,280
shares
|
$81,126
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
1,076
shares
|
$68,196
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,009
shares
|
$63,950
0.0% of portfolio
|
Q4 2024
Added 41.71%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
979
shares
|
$62,049
0.0% of portfolio
|
Q4 2024
Reduced 30.07%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
882
shares
|
$55,901
0.1% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
826
shares
|
$52,351
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
788
shares
|
$49,943
0.0% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
777
shares
|
$49,246
0.0% of portfolio
|
Q2 2024
Reduced 22.3%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
725
shares
|
$45,950
0.0% of portfolio
|
Q1 2018
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
667
shares
|
$42,274
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
640
shares
|
$40,563
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
613
shares
|
$38,851
0.0% of portfolio
|
Q4 2024
Reduced 51.12%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
500
shares
|
$31,690
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
492
shares
|
$31,182
0.0% of portfolio
|
Q4 2021
Reduced 99.04%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
467
shares
|
$29,598
0.0% of portfolio
|
Q4 2024
Reduced 34.87%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
423
shares
|
$26,809
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
419
shares
|
$26,556
0.01% of portfolio
|
Q2 2024
Reduced 41.23%
|