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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$59.44
+0.12 (+0.20%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares Exponential Technologies ETF (NASDAQ:XT)

Number of
Institutional Buyers
(last 12 months)
93
Total
Institutional Inflows
(last 12 months)
$66.88M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$106.82M
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XT Institutional Buying and Selling by Quarter

iShares Exponential Technologies ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/1/2024Assetmark Inc.3,691$225K0.0%+34.0%0.006%
10/30/2024 Crescent Grove Advisors LLC32,084$1.95M0.2%-25.9%0.056%
10/30/2024 Crestwood Advisors Group LLC3,480$212K0.0%N/A0.006%
10/29/2024 REDW Wealth LLC18,574$1.13M0.3%-5.0%0.032%
10/29/2024 Pure Financial Advisors LLC4,339$264K0.0%N/A0.008%
10/29/2024 Symmetry Partners LLC5,680$346K0.1%N/A0.010%
10/28/2024 Gladstone Institutional Advisory LLC21,451$1.31M0.1%-4.6%0.037%
10/28/2024 Focus Financial Network Inc.6,184$376K0.0%-7.9%0.011%
10/28/2024 Baron Silver Stevens Financial Advisors LLC49,338$3.00M0.5%-0.6%0.086%
10/25/2024 Valmark Advisers Inc.59,018$3.59M0.1%+5.7%0.103%
10/25/2024 Strategic Blueprint LLC11,478$699K0.0%-5.5%0.020%
10/24/2024 Strategic Wealth Investment Group LLC36,052$2.17M0.2%-3.1%0.063%
10/24/2024 Concord Wealth Partners12,060$734K0.1%-86.5%0.021%
10/24/2024 Barrett & Company Inc.88,220$5.37M2.3%+0.6%0.153%
10/24/2024 Valley National Advisers Inc.21,318$1.30M0.2%-8.5%0.037%
10/24/2024 Wealth Enhancement Advisory Services LLC11,116$677K0.0%-8.0%0.019%
10/23/2024 Mirae Asset Global Investments Co. Ltd.88,320$5.38M0.0%-48.6%0.153%
10/22/2024 Detalus Advisors LLC4,741$289K0.1%-31.8%0.008%
10/22/2024 Private Advisor Group LLC11,688$712K0.0%-29.9%0.020%
10/22/2024 Segment Wealth Management LLC124,084$7.55M0.5%-4.5%0.215%
10/22/2024 Christensen King & Associates Investment Services Inc.7,017$427K0.2%-11.5%0.012%
10/21/2024 Sweeney & Michel LLC35,823$2.18M0.9%+0.8%0.062%
10/18/2024Raymond James & Associates88,584$5.39M0.0%+2.2%0.154%
10/18/2024Alpha Financial Advisors LLC371,483$22.62M10.0%+1.2%0.645%
10/18/2024Stratos Investment Management LLC183,218$11.15M0.8%+18.8%0.318%
10/18/2024Stratos Wealth Advisors LLC205,810$12.53M0.6%+37.9%0.357%
10/17/2024 Sweet Financial Partners LLC189,413$11.53M2.5%-0.6%0.329%
10/16/2024 SPC Financial Inc.16,082$979K0.1%-3.2%0.028%
10/16/2024 McKinley Carter Wealth Services Inc.7,071$430K0.0%-33.7%0.012%
10/15/2024 Hutchens & Kramer Investment Management Group LLC5,589$336K0.2%-4.6%0.010%
10/11/2024 Creative Planning7,626$464K0.0%-9.8%0.013%
10/11/2024 CX Institutional8,079$492K0.0%-9.2%0.014%
10/8/2024 CWM LLC24,815$1.51M0.0%+1.3%0.043%
10/8/2024 Daymark Wealth Partners LLC86,190$5.25M0.2%+0.9%0.149%
10/8/2024 Brookstone Capital Management81,809$4.98M0.1%+3.9%0.142%
10/8/2024 Dynamic Advisor Solutions LLC161,191$9.81M0.3%-3.1%0.279%
10/8/2024 Mather Group LLC.4,253$259K0.0%-51.5%0.007%
10/7/2024 Foresight Capital Management Advisors Inc.5,022$306K0.2%+14.8%0.009%
9/5/2024Sanctuary Advisors LLC6,178$349K0.0%N/A0.011%
8/21/2024 SPC Financial Inc.16,620$978K0.1%-10.1%0.029%
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8/21/2024Truist Financial Corp70,060$4.12M0.0%+1.5%0.121%
8/19/2024EP Wealth Advisors LLC6,221$366K0.0%-29.5%0.011%
8/16/2024 Creative Planning8,453$497K0.0%+19.2%0.015%
8/15/2024 Daymark Wealth Partners LLC85,428$5.03M0.2%+1.1%0.148%
8/15/2024 Abich Financial Wealth Management LLC3,051$179K0.1%-59.2%0.005%
8/14/2024Bank of Montreal Can21,527$1.27M0.0%+2.9%0.037%
8/14/2024Evergreen Capital Management LLC51,504$3.03M0.1%-18.5%0.089%
8/13/2024AE Wealth Management LLC13,722$807K0.0%+93.9%0.024%
8/13/2024Cedar Wealth Management LLC17,724$1.04M0.3%-16.6%0.031%
8/12/2024Mercer Global Advisors Inc. ADV13,438$791K0.0%-10.3%0.023%
8/10/2024Abbot Financial Management Inc.12,253$721K0.4%-5.6%0.021%
8/9/2024Renaissance Technologies LLC9,000$529K0.0%-35.3%0.016%
8/9/2024One Capital Management LLC10,734$631K0.0%N/A0.019%
8/8/2024Envestnet Asset Management Inc.106,526$6.27M0.0%-1.6%0.185%
8/8/2024HBK Sorce Advisory LLC10,273$604K0.0%-7.1%0.018%
8/8/2024New England Private Wealth Advisors LLC285,365$16.79M2.9%-14.8%0.495%
8/8/2024 PFG Advisors29,048$1.71M0.1%-1.9%0.050%
8/8/2024LPL Financial LLC749,571$44.10M0.0%-1.6%1.299%
8/7/2024 MGO One Seven LLC19,706$1.16M0.1%-60.9%0.034%
8/7/2024Lane & Associates LLC13,608$801K0.5%-8.8%0.024%
8/7/2024Ashton Thomas Private Wealth LLC1,762$104K0.0%N/A0.003%
8/7/2024Cahill Financial Advisors Inc.10,841$638K0.1%-13.5%0.019%
8/6/2024Clearwater Capital Advisors LLC99,520$5.86M0.6%+58.5%0.172%
8/6/2024Strategic Financial Concepts LLC110,950$65K0.0%N/A0.192%
8/6/2024SVB Wealth LLC33,810$1.99M0.0%-10.1%0.059%
8/5/2024 Private Advisor Group LLC16,665$980K0.0%-6.5%0.029%
8/5/2024TD Capital Management LLC1,976$116K0.0%-62.9%0.003%
8/2/2024Mascoma Wealth Management LLC1,637$96K0.0%-11.4%0.003%
8/1/2024 Valmark Advisers Inc.55,833$3.29M0.1%+13.9%0.097%
7/31/2024 Graypoint LLC3,733$220K0.0%N/A0.006%
7/31/2024Commonwealth Equity Services LLC417,349$24.55M0.0%+0.2%0.723%
7/31/2024 VAUGHAN & Co SECURITIES INC.97,975$5.76M3.6%+0.8%0.170%
7/26/2024 Detalus Advisors LLC6,954$409K0.1%N/A0.012%
7/26/2024 Cambridge Investment Research Advisors Inc.31,904$1.88M0.0%-4.6%0.055%
7/25/2024 Destiny Wealth Partners LLC82,563$4.86M0.9%-0.8%0.143%
7/25/2024Destination Wealth Management10,756$633K0.0%-4.4%0.019%
7/23/2024Alpha Financial Advisors LLC367,194$21.60M10.4%+0.8%0.636%
7/23/2024 Crescent Grove Advisors LLC43,303$2.55M0.3%-13.3%0.075%
7/22/2024 Focus Financial Network Inc.6,712$403K0.0%-3.1%0.012%
7/22/2024 Pallas Capital Advisors LLC20,745$1.23M0.1%+8.0%0.036%
7/22/2024 Essex Private Wealth Management LLC34,314$2.02M5.1%+17.1%0.059%
7/19/2024 MONECO Advisors LLC10,900$641K0.1%+4.8%0.019%
7/19/2024Clay Northam Wealth Management LLC10,241$602K0.5%-2.8%0.018%
7/19/2024 Financial Partners Group Inc8,149$479K0.1%-12.4%0.014%
7/19/2024Raymond James & Associates86,641$5.10M0.0%+32.9%0.150%
7/18/2024 Brookstone Capital Management78,774$4.73M0.1%+6.7%0.137%
7/18/2024 Baron Silver Stevens Financial Advisors LLC49,658$2.92M0.6%+1.8%0.086%
7/18/2024 Valley National Advisers Inc.23,295$1.37M0.2%-39.6%0.040%
7/17/2024 Archford Capital Strategies LLC113,716$6.69M1.1%-3.3%0.197%
7/17/2024 Moseley Investment Management Inc.8,248$485K0.2%+15.9%0.014%
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7/16/2024 GPS Wealth Strategies Group LLC4,839$285K0.0%N/A0.008%
7/15/2024 Dynamic Advisor Solutions LLC166,335$9.79M0.3%-4.2%0.288%
7/12/2024Sax Wealth Advisors LLC18,488$1.09M0.1%-9.5%0.032%
7/11/2024 CX Institutional8,894$523K0.0%-26.9%0.015%
7/11/2024 Foresight Capital Management Advisors Inc.4,374$257K0.2%-88.9%0.008%
7/10/2024 Sweeney & Michel LLC35,538$2.12M0.9%-2.3%0.062%
7/10/2024 CWM LLC24,499$1.44M0.0%-1.8%0.042%
7/9/2024 Kingswood Wealth Advisors LLC7,086$417K0.0%+57.5%0.012%
7/9/2024 Mather Group LLC.8,761$522K0.0%+155.1%0.015%
6/21/2024 Abich Financial Wealth Management LLC7,480$446K0.3%+1,943.7%0.013%
(Data available from 1/1/2016 forward)

XT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XT shares?

During the previous two years, 216 institutional investors and hedge funds held shares of iShares Exponential Technologies ETF. The most heavily invested institutionals were Financial Engines Advisors L.L.C. ($1.75B), LPL Financial LLC ($44.10M), Brinker Capital Investments LLC ($42.53M), Jane Street Group LLC ($31.71M), Commonwealth Equity Services LLC ($24.55M), Alpha Financial Advisors LLC ($22.62M), and Wells Fargo & Company MN ($17.42M).Learn more on XT's institutional investors.

Which institutional investors have been buying iShares Exponential Technologies ETF stock?

Of the 160 institutional investors that purchased iShares Exponential Technologies ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orion Portfolio Solutions LLC ($845.21K), LPL Financial LLC ($325.46K), Greenwood Gearhart Inc. ($172.54K), Stratos Wealth Advisors LLC ($122.63K), Wealthcare Advisory Partners LLC ($112.79K), Raymond James Financial Services Advisors Inc. ($112.64K), and Donoghue Forlines LLC ($112.29K).

How much institutional buying is happening at iShares Exponential Technologies ETF?

Institutional investors have bought a total of 4,258,692 shares in the last 24 months. This purchase volume represents approximately $300.49M in transactions.

Which iShares Exponential Technologies ETF major shareholders have been selling company stock?

Of the 146 institutional investors that sold iShares Exponential Technologies ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Orion Portfolio Solutions LLC ($1.63M), HBK Sorce Advisory LLC ($1.04M), Mirae Asset Global Investments Co. Ltd. ($492.88K), Concord Wealth Partners ($277.51K), Bank of Montreal Can ($248.47K), Financial Engines Advisors L.L.C. ($203.96K), and Destination Wealth Management ($179.19K).

How much institutional selling is happening at iShares Exponential Technologies ETF?

Institutional investors have sold a total of 5,952,981 shares in the last 24 months. This volume of shares sold represents approximately $431.10M in transactions.


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This page (NASDAQ:XT) was last updated on 11/4/2024 by MarketBeat.com Staff
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