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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
   FINANCIAL ENGINES ADVISORS L.L.C. 6 - 2023-12-31 33,450,288 $2,002,669,000 10,637
   LPL FINANCIAL CORP 563 - 2023-12-31 686,984 $41,130,000 9,896
   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
   MORGAN STANLEY 2821 - 2023-12-31 287,123 $17,190,000 87,513
   Dynamic Advisors Solutions LLC 72 - 2024-03-31 173,683 $10,355,000 11,386
   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
   UBS Group AG 1638 - 2023-12-31 126,166 $7,554,000 15,068
   ROYAL BANK OF CANADA 1742 - 2023-12-31 105,688 $6,326,000 11,538
   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
   RWM Asset Management LLC 45 - 2024-03-31 83,221 $4,962,000 525
   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
   OHE FINANCIAL INC 46 - 2023-12-31 51,536 $3,085,000 30
   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
   J P MORGAN CHASE & CO 2874 - 2023-12-31 39,251 $2,350,000 38,503
   FORESIGHT CAPITAL MANAGEMENT ADVISORS INC. 26 - 2024-03-31 39,379 $2,348,000 2,416
   SWEENEY & MICHEL LLC 21 - 2023-09-30 35,331 $1,830,000 10,246
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 813 - 2023-12-31 28,297 $1,694,000 16,661
   H D Vest Advisory Services 590 - 2023-12-31 25,304 $1,515,000 1,780
   BANK OF MONTREAL /CAN/ 1517 - 2023-12-31 21,474 $1,298,000 66
   HPM Partners LLC - 2023-12-31 21,250 $1,272,000 17,350
   HIGHTOWER ADVISORS, LLC 1682 - 2023-12-31 21,014 $1,256,000 2,133
   Pallas Capital Advisors LLC 201 - 2024-03-31 19,201 $1,145,000 14,216
   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
   Lane & Associates LLC 44 - 2024-03-31 14,917 $889,000 829
   COURIER CAPITAL CORP 203 - 2024-03-31 13,138 $783,000 102
   VERITY Wealth Advisors 38 - 2024-03-31 11,780 $702,000 6,512
   Wealthfront Advisers LLC 691 - 2024-03-31 11,058 $659,000 1,080
   MCKINLEY CARTER WEALTH SERVICES, INC. 191 - 2024-03-31 10,671 $636,000 3,600
   MONECO Advisors LLC 210 - 2024-03-31 10,404 $620,000 3,231
   TD CAPITAL MANAGEMENT LLC 59 - 2023-12-31 10,264 $614,000 18
   BURNS WEALTH MANAGEMENT, INC. 319 - 2023-12-31 9,858 $590,000 19
   CAPTRUST FINANCIAL ADVISORS 1662 - 2023-12-31 9,293 $556,000 1,313
   Apollon Wealth Management LLC - 2024-03-31 8,925 $532,000 4,224
   JANNEY MONTGOMERY SCOTT LLC 2003 - 2024-03-31 8,181 $488,000 75
   MOSELEY INVESTMENT MANAGEMENT INC 89 - 2024-03-31 7,118 $424,000 1,688
   SILVER OAK SECURITIES Inc 330 - 2023-12-31 6,327 $379,000 4,836
   Resources Investment Advisors Inc. 827 - 2023-12-31 6,321 $378,000 72
   PNC FINANCIAL SERVICES GROUP INC 1713 - 2023-12-31 6,036 $361,000 1,818
   KFG WEALTH MANAGEMENT LLC 108 - 2024-03-31 5,840 $348,000 721
   Ally Invest Advisors Inc. 49 - 2023-12-31 5,763 $345,000 295
   GREAT VALLEY ADVISOR GROUP INC. 544 - 2023-12-31 5,732 $343,000 1,112
   HARBOUR INVESTMENTS INC. 671 - 2023-12-31 5,691 $341,000 8
   CITIZENS FINANCIAL GROUP INC/RI 339 - 2023-12-31 4,762 $285,000 24
   Atomi Financial Group Inc. 454 - 2023-12-31 4,403 $264,000 4,403
   STIFEL FINANCIAL CORP 2909 - 2023-12-31 4,323 $259,000 65
   Baird Financial Group Inc. 1561 - 2023-12-31 4,320 $259,000 267
   Sigma Planning Corp - 2024-03-31 4,038 $241,000 299
   PRUDENTIAL FINANCIAL INC 2405 - 2023-12-31 3,712 $222,000 3,712
   ICA Group Wealth Management LLC 261 - 2023-12-31 3,186 $191,000 3,186
   BENJAMIN F. EDWARDS & COMPANY INC. 990 - 2024-03-31 2,443 $146,000 173
   HANSON MCCLAIN, INC. 1141 - 2024-03-31 1,189 $71,000 160
   TOWER RESEARCH CAPITAL LLC 4285 - 2023-12-31 166 $10,000 69
  62 Records found
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