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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
   MATHES COMPANY INC 48 - 2024-03-31 25,425 $1,516,000 0
   REDW Stanley Financial Advisors LLC - 2024-03-31 21,237 $1,266,000 0
   JAFFETILCHIN INVESTMENT PARTNERS LLC 116 - 2023-12-31 20,483 $1,226,000 0
   CHECK CAPITAL MANAGEMENT INC/CA 23 - 2024-03-31 12,450 $742,000 0
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv - 2024-03-31 12,354 $737,000 0
   Qube Research & Technologies Ltd 1836 - 2023-12-31 10,848 $649,000 0
   Clay Northam Wealth Management LLC 31 - 2024-03-31 10,540 $628,000 0
   Evolution Wealth Advisors LLC 73 - 2024-03-31 10,305 $614,000 0
   Personal Capital Advisors Corp 278 - 2022-12-31 12,593 $596,000 0
   Patriot Investment Management Inc. 153 - 2024-03-31 9,160 $546,000 0
   HB Wealth Management LLC - 2024-03-31 9,130 $544,000 0
   BLAIR WILLIAM & CO/IL 1047 - 2023-12-31 9,055 $542,000 0
   COMERICA BANK 1962 - 2023-12-31 6,629 $397,000 0
   Venturi Wealth Management LLC 289 - 2024-03-31 6,337 $378,000 0
   SANDY SPRING BANK - 2023-12-31 5,886 $352,000 0
   Spire Wealth Management 667 - 2024-03-31 5,008 $299,000 0
   COLLECTIVE FAMILY OFFICE LLC 149 - 2024-03-31 4,713 $281,000 0
   American Financial Advisors LLC 124 - 2024-03-31 4,385 $261,000 0
   PFG Private Wealth Management LLC 36 - 2024-03-31 4,277 $255,000 0
   Tradition Wealth Management LLC 295 - 2023-12-31 4,225 $253,000 0
   Goss Wealth Management LLC 1604 - 2023-12-31 4,199 $251,000 0
   Centurion Wealth Management LLC - 2024-03-31 3,609 $215,000 0
   Benchmark Financial Wealth Advisors LLC 87 - 2024-03-31 3,521 $210,000 0
   Safeguard Financial LLC 76 - 2024-03-31 3,460 $206,000 0
   MATHER GROUP, INC. 519 - 2024-03-31 3,435 $206,000 0
   HARTFORD FINANCIAL MANAGEMENT INC. 168 - 2024-03-31 2,198 $131,000 0
   AdvisorNet Financial Inc 567 - 2024-03-31 2,151 $128,000 0
   JFS WEALTH ADVISORS, LLC - 2024-03-31 1,987 $118,000 0
   Mascoma Wealth Management LLC 131 - 2024-03-31 1,847 $110,000 0
   Founders Financial Alliance LLC 288 - 2023-12-31 1,760 $105,000 0
   Capital Analysts Inc. 569 - 2023-12-31 1,342 $80,000 0
   GLENMEDE TRUST CO NA 1216 - 2023-12-31 1,000 $60,000 0
   Steward Partners Investment Advisory LLC 1907 - 2023-12-31 972 $58,000 0
   Cherry Tree Wealth Management LLC - 2024-03-31 713 $43,000 0
   Capital Investment Advisory Services LLC 675 - 2024-03-31 684 $41,000 0
   MV Capital Management Inc. 310 - 2024-03-31 667 $40,000 0
   Global Wealth Strategies & Associates 101 - 2024-03-31 640 $38,000 0
   NATIONAL BANK OF CANADA /FI/ 1736 - 2023-12-31 515 $30,000 0
   OLD SECOND NATIONAL BANK OF AURORA 229 - 2023-12-31 505 $30,000 0
   BARCLAYS PLC 3760 - 2023-12-31 492 $29,000 0
   GODSEY & GIBB ASSOCIATES 208 - 2024-03-31 423 $25,000 0
   JNBA FINANCIAL ADVISORS 370 - 2024-03-31 400 $24,000 0
   Key Financial Inc 568 - 2024-03-31 360 $22,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 949 - 2024-03-31 335 $20,000 0
   PrairieView Partners LLC 238 - 2024-03-31 322 $20,000 0
   WEST OAK CAPITAL LLC 216 - 2024-03-31 300 $18,000 0
   PROEQUITIES INC. - 2024-03-31 299 $18,000 0
   First Capital Advisors Group LLC. 472 - 2023-06-30 262 $15,000 0
   Stephens Consulting LLC 281 - 2024-03-31 259 $15,000 0
   CAMBRIDGE TRUST CO 542 - 2023-12-31 229 $14,000 0
   ZRC WEALTH MANAGEMENT LLC 332 - 2024-03-31 210 $13,000 0
   Sunbelt Securities Inc. 1185 - 2024-03-31 200 $12,000 0
   Tyler-Stone Wealth Management 646 - 2023-12-31 140 $8,000 0
   PHILLIPS FINANCIAL MANAGEMENT LLC 239 - 2024-03-31 111 $7,000 0
   Ritter Daniher Financial Advisory LLC / DE 255 - 2023-12-31 125 $7,000 0
   HORIZON BANCORP /IN/ 199 - 2024-03-31 108 $6,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 958 - 2023-12-31 50 $3,000 0
   Piscataqua Savings Bank 332 - 2024-03-31 50 $3,000 0
   Laurel Wealth Advisors LLC 494 - 2023-12-31 49 $3,000 0
   FTB Advisors Inc. 2155 - 2024-03-31 13 $1,000 0
   Versant Capital Management Inc 1653 - 2024-03-31 24 $1,000 0
   CAROLINAS WEALTH CONSULTING LLC 885 - 2023-12-31 11 $1,000 0
   DHJJ Financial Advisors Ltd. 726 - 2024-03-31 4 $0 0
   New Millennium Group LLC 436 - 2023-12-31 5 $0 0
  64 Records found
  1    
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