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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Betterment LLC 82 *New 2023-12-31 128,762 $7,709,000 128,762
   Berger Financial Group Inc 36 *New 2024-03-31 117,076 $6,980,000 117,076
   CITADEL ADVISORS LLC 2354 *New 2023-12-31 31,889 $1,909,000 31,889
   BUCKINGHAM ASSET MANAGEMENT, LLC 327 *New 2023-12-31 16,496 $988,000 16,496
   HARTLINE INVESTMENT CORP/ 163 *New 2024-03-31 12,354 $737,000 12,354
   Atlantic Trust Group LLC 896 *New 2023-12-31 5,711 $342,000 5,711
   IFG Advisory LLC 475 *New 2023-12-31 4,806 $288,000 4,806
   Ameritas Advisory Services LLC 589 *New 2023-12-31 4,289 $257,000 4,289
   Selective Wealth Management 93 *New 2024-03-31 4,268 $249,000 4,268
   MULTIFINANCIAL SECURITIES CORP 1589 *New 2023-12-31 3,583 $215,000 3,583
   Bouchey Financial Group Ltd 137 *New 2024-03-31 3,588 $214,000 3,588
   Tolleson Wealth Management Inc. 78 *New 2023-12-31 3,511 $210,000 3,511
   PATHSTONE FAMILY OFFICE, LLC 1496 *New 2023-09-30 4,000 $209,000 4,000
   HRT FINANCIAL LLC 1605 *New 2023-12-31 3,494 $209,000 3,494
   YHB INVESTMENT ADVISORS, INC. 486 *New 2024-03-31 651 $39,000 651
   GUARDIAN WEALTH ADVISORS LLC / NC 373 *New 2023-12-31 225 $13,000 225
   Aptus Capital Advisors LLC 771 *New 2023-12-31 225 $13,000 225
   JONES FINANCIAL COMPANIES LLLP 652 *New 2023-12-31 200 $12,000 200
   COUNTRY TRUST BANK 276 *New 2024-03-31 66 $4,000 66
   ADVISORY SERVICES NETWORK, LLC 3352 *New 2023-12-31 41 $2,000 41
   Steward Financial Group LLC 1424 *New 2023-09-30 1 $0 1
   TSFG LLC 866 *New 2024-03-31 2 $0 2
  22 Records found
  1    
  Page 1 of 1
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