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iShares Exponential Technologies ETF (XT) Institutional Ownership

iShares Exponential Technologies ETF logo
$60.40 +0.78 (+1.31%)
(As of 12/20/2024 05:17 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares Exponential Technologies ETF (NASDAQ:XT)

Number of
Institutional Buyers
(last 12 months)
88
Total
Institutional Inflows
(last 12 months)
$61.83M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$105.18M
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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
11/25/2024 Destination Wealth Management10,102$615K0.0%-6.1%0.018%
11/25/2024 Sanctuary Advisors LLC4,930$300K0.0%-20.2%0.009%
11/15/2024 MML Investors Services LLC90,552$5.51M0.0%+15.5%0.157%
11/15/2024 Orion Portfolio Solutions LLC117,492$7.15M0.2%-11.1%0.204%
11/15/2024 Glen Eagle Advisors LLC17,593$1.07M0.2%-4.8%0.031%
11/15/2024 EP Wealth Advisors LLC7,015$427K0.0%+12.8%0.012%
11/15/2024 Jane Street Group LLC98,986$6.03M0.0%+639.8%0.172%
11/15/2024 Stifel Financial Corp5,097$310K0.0%+15.4%0.009%
11/15/2024 IHT Wealth Management LLC15,284$930K0.0%-2.1%0.027%
11/15/2024 Integrated Wealth Concepts LLC29,331$1.79M0.0%-27.2%0.051%
11/15/2024 HighTower Advisors LLC48,387$2.94M0.0%-1.5%0.084%
11/14/2024 Captrust Financial Advisors7,312$445K0.0%-3.8%0.013%
11/13/2024 FMR LLC27,997$1.70M0.0%-2.7%0.049%
11/12/2024 MGB Wealth Management LLC9,420$574K0.2%-29.3%0.016%
11/12/2024 Lane & Associates LLC10,659$649K0.4%-21.7%0.019%
11/12/2024 Cerity Partners LLC13,396$816K0.0%+177.2%0.023%
11/12/2024 Kingsview Wealth Management LLC19,316$1.18M0.0%-2.3%0.034%
11/12/2024 CFS Investment Advisory Services LLC121,971$7.43M0.6%-1.2%0.212%
11/12/2024 AlphaCore Capital LLC173,464$10.56M2.4%+4.8%0.302%
11/8/2024 Cedar Wealth Management LLC3,445$210K0.1%-80.6%0.006%
11/8/2024 First Horizon Advisors Inc.1,041$63K0.0%+7,907.7%0.002%
11/7/2024 Wharton Business Group LLC64,740$3.94M0.2%+137.4%0.113%
11/7/2024 MAI Capital Management18,508$1.13M0.0%-50.3%0.032%
11/7/2024 EQ LLC4,921$300K0.2%+3.4%0.009%
11/6/2024 Coastline Trust Co5,280$321K0.0%N/A0.009%
11/6/2024 OneDigital Investment Advisors LLC5,871$357K0.0%-9.6%0.010%
11/5/2024 Prime Capital Investment Advisors LLC7,268$442K0.0%-3.1%0.013%
11/1/2024 Assetmark 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%
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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%
9/5/2024 Sanctuary Advisors LLC6,178$349K0.0%N/A0.011%
8/21/2024 SPC Financial Inc.16,620$978K0.1%-10.1%0.029%
8/21/2024 Truist Financial Corp70,060$4.12M0.0%+1.5%0.121%
8/19/2024 EP 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%
8/14/2024 Bank of Montreal Can21,527$1.27M0.0%+2.9%0.037%
8/14/2024 Evergreen Capital Management LLC51,504$3.03M0.1%-18.5%0.089%
8/13/2024 AE Wealth Management LLC13,722$807K0.0%+93.9%0.024%
8/13/2024 Cedar Wealth Management LLC17,724$1.04M0.3%-16.6%0.031%
8/12/2024 Mercer Global Advisors Inc. ADV13,438$791K0.0%-10.3%0.023%
8/10/2024 Abbot Financial Management Inc.12,253$721K0.4%-5.6%0.021%
8/9/2024 Renaissance Technologies LLC9,000$529K0.0%-35.3%0.016%
8/9/2024 One Capital Management LLC10,734$631K0.0%N/A0.019%
8/8/2024 Envestnet Asset Management Inc.106,526$6.27M0.0%-1.6%0.185%
8/8/2024 HBK Sorce Advisory LLC10,273$604K0.0%-7.1%0.018%
8/8/2024 New 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%
8/8/2024 LPL 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%
8/7/2024 Lane & Associates LLC13,608$801K0.5%-8.8%0.024%
8/7/2024 Ashton Thomas Private Wealth LLC1,762$104K0.0%N/A0.003%
8/7/2024 Cahill Financial Advisors Inc.10,841$638K0.1%-13.5%0.019%
8/6/2024 Clearwater Capital Advisors LLC99,520$5.86M0.6%+58.5%0.172%
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8/6/2024 Strategic 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%
8/5/2024 TD Capital Management LLC1,976$116K0.0%-62.9%0.003%
8/2/2024 Mascoma 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%
(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, 220 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), Commonwealth Equity Services LLC ($24.55M), Alpha Financial Advisors LLC ($22.62M), Wells Fargo & Company MN ($17.42M), and New England Private Wealth Advisors LLC ($16.79M).Learn more on XT's institutional investors.

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

Of the 152 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 Mirae Asset Global Investments Co. Ltd. ($112K).

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

Institutional investors have bought a total of 3,884,311 shares in the last 24 months. This purchase volume represents approximately $262.61M in transactions.

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

Of the 151 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 ($1.64M), Mirae Asset Global Investments Co. Ltd. ($492.88K), Bank of Montreal Can ($248.47K), Concord Wealth Partners ($212.35K), Financial Engines Advisors L.L.C. ($203.96K), Destination Wealth Management ($179.84K), and Raymond James & Associates ($158.36K).

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

Institutional investors have sold a total of 4,787,194 shares in the last 24 months. This volume of shares sold represents approximately $325.11M in transactions.


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This page (NASDAQ:XT) was last updated on 12/22/2024 by MarketBeat.com Staff
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