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Get Institutions for : 
Ishares Exponential Technologies Etf (XT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 229    7
Total shares held : 
 43,045,322  
% of shares held : 
 79.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -21  
Amount of shares held : 
 -215,517  
% of shares held change : 
   -0.4%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
21
 274,530
 0.64%
 
Increased Positions :
61
 824,440
 1.92%
 
Unchanged Positions :
58
 221,515
 0.51%
 
Decreased Positions :
89
-1,125,963
-2.62%
 
Closed Positions :
14
-188,524
-0.44%
 
Guru Positions :
1
3,426
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   FINANCIAL ENGINES ADVISORS L.L.C. 6 - 2023-12-31 33,450,288 $2,002,669,000 10,637
   BANK OF AMERICA CORP /DE/ 1238 - 2023-12-31 731,541 $43,797,000 -40,888
   CLS INVESTMENT FIRM LLC 18 - 2022-12-31 898,449 $42,533,000 -19,404
   LPL FINANCIAL CORP 563 - 2023-12-31 686,984 $41,130,000 9,896
   COMMONWEALTH EQUITY SERVICES LLC. 425 - 2024-03-31 416,570 $24,836,000 -4,549
   JANE STREET GROUP LLC 481 - 2023-12-31 380,197 $22,762,000 380,197
   Alpha Financial Advisors LLC - 2024-03-31 364,351 $21,723,000 8,781
   New England Private Wealth Advisors LLC 7 - 2023-12-31 339,829 $20,346,000 199
   WELLS FARGO & CO/MN 1159 - 2023-12-31 291,026 $17,424,000 -52,399
   MORGAN STANLEY 2821 - 2023-12-31 287,123 $17,190,000 87,513
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 479 - 2024-03-31 249,020 $14,847,000 -120,000
   AMERIPRISE FINANCIAL INC 1444 - 2023-12-31 243,766 $14,593,000 -9,376
   MARINER WEALTH ADVISORS, LLC 396 - 2023-12-31 223,258 $13,366,000 -29,945
   Wealthcare Advisory Partners LLC 51 - 2024-03-31 213,958 $12,756,000 -13,414
   Orion Portfolio Solutions LLC 145 - 2023-12-31 209,696 $12,206,000 -651,601
   Sweet Financial Partners LLC 5 - 2024-03-31 191,302 $11,405,000 -3,777
   Dynamic Advisors Solutions LLC 72 - 2024-03-31 173,683 $10,355,000 11,386
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 826 - 2024-03-31 156,707 $9,343,000 -6,952
   Fundamentun LLC 33 - 2024-03-31 153,577 $9,156,000 -1,289
   Stratos Wealth Advisors LLC 41 - 2024-03-31 146,978 $8,763,000 6,081
   AlphaCore Capital LLC 17 - 2023-12-31 146,290 $8,758,000 12,980
   SEGMENT WEALTH MANAGEMENT, LLC 57 - 2024-03-31 129,632 $7,729,000 -71
   Betterment LLC 82 *New 2023-12-31 128,762 $7,709,000 128,762
   CFS Investment Advisory Services LLC 15 - 2023-12-31 128,638 $7,702,000 -3,493
   UBS Group AG 1638 - 2023-12-31 126,166 $7,554,000 15,068
   Archford Capital Strategies LLC 18 - 2024-03-31 117,613 $7,012,000 -21,209
   Berger Financial Group Inc 36 *New 2024-03-31 117,076 $6,980,000 117,076
   EVERGREEN CAPITAL MANAGEMENT LLC 102 - 2023-12-31 115,676 $6,925,000 -4,517
   CIBC WORLD MARKETS INC. 291 - 2023-12-31 115,596 $6,921,000 -1,807
   ROYAL BANK OF CANADA 1742 - 2023-12-31 105,688 $6,326,000 11,538
   ENVESTNET ASSET MANAGEMENT INC 1745 - 2023-12-31 103,140 $6,175,000 -15,367
   VAUGHAN AND COMPANY SECURITIES INC. 9 - 2024-03-31 97,244 $5,798,000 -132
   Concord Wealth Partners - 2024-03-31 95,982 $5,722,000 -15,854
   BARRETT & COMPANY INC. 7 - 2024-03-31 89,382 $5,329,000 3,089
   DAYMARK WEALTH PARTNERS LLC 86 - 2024-03-31 84,479 $5,037,000 356
   Sentinus LLC 20 - 2023-06-30 90,490 $5,031,000 -2,866
   RWM Asset Management LLC 45 - 2024-03-31 83,221 $4,962,000 525
   MML INVESTORS SERVICES LLC 659 - 2023-12-31 73,723 $4,414,000 -4,171
   Brookstone Capital Management 233 - 2024-03-31 73,846 $4,403,000 6,320
   BB&T CORP 937 - 2023-12-31 67,614 $4,048,000 1,201
   RAYMOND JAMES & ASSOCIATES 1753 - 2024-03-31 65,182 $3,886,000 915
   BSC PRIVATE WEALTH MANAGEMENT LLC 41 - 2023-12-31 56,451 $3,380,000 -36
   Integrated Wealth Concepts LLC 320 - 2023-12-31 56,140 $3,361,000 -33,361
   OHE FINANCIAL INC 46 - 2023-12-31 51,536 $3,085,000 30
   Advisor Group Holdings Inc. 1542 - 2023-12-31 49,748 $2,979,000 -14,369
   Crescent Grove Advisors LLC - 2024-03-31 49,932 $2,977,000 -8,075
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1518 - 2023-12-31 49,003 $2,934,000 49,003
   Baron Silver Stevens Financial Advisors LLC - 2024-03-31 48,759 $2,907,000 4,184
   VALMARK ADVISERS INC 126 - 2023-12-31 48,016 $2,875,000 3,007
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 343 - 2023-12-31 43,054 $2,578,000 -1,114
   J P MORGAN CHASE & CO 2874 - 2023-12-31 39,251 $2,350,000 38,503
   Mason & Associates LLC 26 - 2024-03-31 39,379 $2,348,000 0
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 26 - 2024-03-31 39,379 $2,348,000 2,416
   MCCORMACK ADVISORS INTERNATIONAL 273 - 2023-12-31 38,395 $2,299,000 -436
   VALLEY NATIONAL ADVISERS INC 67 - 2024-03-31 38,570 $2,299,000 -5,390
   Capital Financial Planning LLC 21 - 2023-09-30 42,770 $2,233,000 -1,627
   ASSET MANAGEMENT CORP /IL/ /ADV 13 - 2023-03-31 41,807 $2,203,000 -571
   FOCUS FINANCIAL NETWORK INC /ADV 198 - 2023-12-31 36,518 $2,186,000 0
   Kestra Advisory Services LLC 763 - 2023-12-31 35,604 $2,132,000 -3,400
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 731 - 2023-09-30 38,683 $2,020,000 -2,265
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1253 - 2024-03-31 33,439 $1,994,000 -10,216
   Strategic Wealth Designers 51 - 2023-12-31 32,825 $1,965,000 -2,017
   CITADEL ADVISORS LLC 2354 *New 2023-12-31 31,889 $1,909,000 31,889
   SWEENEY & MICHEL LLC 21 - 2023-09-30 35,331 $1,830,000 10,246
   Essex Private Wealth Management LLC 8 - 2024-03-31 29,306 $1,747,000 -37
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 813 - 2023-12-31 28,297 $1,694,000 16,661
   WHARTON BUSINESS GROUP, LLC 71 - 2023-12-31 27,355 $1,638,000 -25
   PFG Advisors 192 - 2023-12-31 26,482 $1,585,000 -63
   MATHES COMPANY INC 48 - 2024-03-31 25,425 $1,516,000 0
   H D Vest Advisory Services 590 - 2023-12-31 25,304 $1,515,000 1,780
   CWM LLC 701 - 2024-03-31 24,957 $1,488,000 -4,666
   Gladstone Institutional Advisory LLC 253 - 2023-12-31 22,469 $1,345,000 -3,616
   BANK OF MONTREAL /CAN/ 1517 - 2023-12-31 21,474 $1,298,000 66
   Cedar Wealth Management LLC 33 - 2023-12-31 21,436 $1,283,000 -233
   HPM Partners LLC - 2023-12-31 21,250 $1,272,000 17,350
   REDW Stanley Financial Advisors LLC - 2024-03-31 21,237 $1,266,000 0
   BP WEALTH MANAGEMENT LLC 301 - 2023-12-31 21,039 $1,260,000 -32,944
   HIGHTOWER ADVISORS, LLC 1682 - 2023-12-31 21,014 $1,256,000 2,133
   JAFFETILCHIN INVESTMENT PARTNERS LLC 116 - 2023-12-31 20,483 $1,226,000 0
   FMR LLC 2288 - 2023-12-31 19,149 $1,146,000 -520
   Pallas Capital Advisors LLC 201 - 2024-03-31 19,201 $1,145,000 14,216
   SPC FINANCIAL, INC. - 2024-03-31 18,483 $1,102,000 -770
   Private Advisor Group LLC - 2024-03-31 17,828 $1,063,000 953
   Kingsview Wealth Management LLC 456 - 2023-12-31 17,605 $1,054,000 1,630
   SAX WEALTH ADVISORS LLC 73 - 2023-12-31 16,781 $1,005,000 161
   MERCER GLOBAL ADVISORS INC /ADV 975 - 2023-12-31 16,750 $1,003,000 -1,968
   BUCKINGHAM ASSET MANAGEMENT, LLC 327 *New 2023-12-31 16,496 $988,000 16,496
   Envestnet Portfolio Solutions Inc. 808 - 2023-12-31 15,521 $929,000 -847
   IHT Wealth Management LLC 409 - 2023-12-31 15,427 $924,000 -2
   Lane & Associates LLC 44 - 2024-03-31 14,917 $889,000 829
   YCMNET ADVISORS INC 126 - 2023-12-31 14,691 $880,000 -942
   Sowell Financial Services LLC - 2024-03-31 14,569 $869,000 -1,104
   MGB Wealth Management LLC 66 - 2023-12-31 13,582 $814,000 0
   HBK SORCE ADVISORY LLC - 2023-12-31 13,472 $807,000 -2,266
   FINANCEWARE, INC. 40 - 2024-03-31 13,261 $791,000 -366
   COURIER CAPITAL CORP 203 - 2024-03-31 13,138 $783,000 102
   Abbot Financial Management Inc. 64 - 2023-12-31 12,996 $778,000 -96
   CHECK CAPITAL MANAGEMENT INC/CA 23 - 2024-03-31 12,450 $742,000 0
   HARTLINE INVESTMENT CORP/ 163 *New 2024-03-31 12,354 $737,000 12,354
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv - 2024-03-31 12,354 $737,000 0
  100 Records found
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