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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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 425 - 2024-03-31 416,570 $24,836,000 -4,549
   WELLS FARGO & CO/MN 1159 - 2023-12-31 291,026 $17,424,000 -52,399
   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
   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
   SEGMENT WEALTH MANAGEMENT, LLC 57 - 2024-03-31 129,632 $7,729,000 -71
   CFS Investment Advisory Services LLC 15 - 2023-12-31 128,638 $7,702,000 -3,493
   Archford Capital Strategies LLC 18 - 2024-03-31 117,613 $7,012,000 -21,209
   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
   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
   Sentinus LLC 20 - 2023-06-30 90,490 $5,031,000 -2,866
   MML INVESTORS SERVICES LLC 659 - 2023-12-31 73,723 $4,414,000 -4,171
   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
   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
   BANCO BILBAO VIZCAYA ARGENTARIA S.A. 343 - 2023-12-31 43,054 $2,578,000 -1,114
   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
   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
   Essex Private Wealth Management LLC 8 - 2024-03-31 29,306 $1,747,000 -37
   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
   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
   Cedar Wealth Management LLC 33 - 2023-12-31 21,436 $1,283,000 -233
   BP WEALTH MANAGEMENT LLC 301 - 2023-12-31 21,039 $1,260,000 -32,944
   FMR LLC 2288 - 2023-12-31 19,149 $1,146,000 -520
   SPC FINANCIAL, INC. - 2024-03-31 18,483 $1,102,000 -770
   MERCER GLOBAL ADVISORS INC /ADV 975 - 2023-12-31 16,750 $1,003,000 -1,968
   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
   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
   HBK SORCE ADVISORY LLC - 2023-12-31 13,472 $807,000 -2,266
   FINANCEWARE, INC. 40 - 2024-03-31 13,261 $791,000 -366
   Abbot Financial Management Inc. 64 - 2023-12-31 12,996 $778,000 -96
   Strategic Blueprint LLC 302 - 2024-03-31 12,213 $728,000 -771
   CX Institutional 320 - 2024-03-31 12,160 $725,000 -330
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1379 - 2024-03-31 11,979 $714,000 -2,449
   GOLDMAN SACHS GROUP INC/ 3689 - 2023-12-31 11,368 $681,000 -2,840
   Sanford Advisory Services LLC 70 - 2022-12-31 13,446 $637,000 -2,772
   INTERACTIVE FINANCIAL ADVISORS 51 - 2024-03-31 10,571 $630,000 -10,534
   WNY Asset Management LLC 134 - 2023-12-31 9,883 $592,000 -220
   AE Wealth Management LLC 1343 - 2023-12-31 10,142 $588,000 -104
   EP WEALTH ADVISORS, INC. 464 - 2023-12-31 9,700 $581,000 -468
   Wilson & Boucher Capital Management LLC - 2024-03-31 9,621 $574,000 -925
   Consolidated Planning Corp - 2024-03-31 9,454 $564,000 -11,802
   Financial Partners Group Inc 88 - 2023-12-31 9,147 $548,000 -29
   Stratos Wealth Partners LTD. 865 - 2024-03-31 8,701 $519,000 -1,570
   ESSEX FINANCIAL SERVICES INC 315 - 2024-03-31 8,691 $518,000 -86
   FINANCIAL NETWORK 1872 - 2023-12-31 8,365 $501,000 -241
   InterOcean Capital Group LLC 306 - 2023-12-31 7,246 $434,000 -1,443
   CREATIVE PLANNING 1834 - 2023-12-31 6,865 $411,000 -1,027
   Catalyst Wealth Management LLC 83 - 2023-03-31 7,699 $406,000 -1,027
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 778 - 2023-12-31 6,727 $403,000 -739
   Hutchens & Kramer Investment Management Group LLC - 2024-03-31 5,856 $349,000 -3
   Accurate Wealth Management LLC 203 - 2024-03-31 5,701 $310,000 -20
   Lunt Capital Management Inc. 77 - 2024-03-31 4,792 $286,000 -968
   Beacon Pointe Advisors LLC 1075 - 2023-12-31 4,742 $284,000 -558
   Prime Capital Investment Advisors LLC - 2023-12-31 4,520 $271,000 -586
   Atria Wealth Solutions Inc. 1549 - 2023-12-31 4,516 $270,000 -4,556
   KINGSWOOD WEALTH ADVISORS LLC 510 - 2024-03-31 4,500 $268,000 -4,750
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1269 - 2023-12-31 4,413 $264,000 -30
   Perigon Wealth Management LLC - 2024-03-31 4,095 $244,000 -192
   RAYMOND JAMES TRUST CO 1100 - 2024-03-31 4,006 $239,000 -15
   LINCOLN NATIONAL CORP - 2024-03-31 3,905 $233,000 -3,519
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 951 - 2023-12-31 3,426 $205,000 -777
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 965 - 2023-12-31 2,538 $152,000 -43
   CENTAURUS FINANCIAL INC. 726 - 2023-12-31 1,877 $112,000 -1,239
   CULLEN FROST BANKERS INC 563 - 2023-12-31 1,774 $106,000 -1,775
   IFP Advisors Inc 1220 - 2023-12-31 1,677 $100,000 -324
   Global Retirement Partners LLC 1130 - 2024-03-31 1,447 $86,000 -100
   ABSOLUTE INVESTMENT MANAGEMENT LLC - 2024-03-31 364 $22,000 -88
   FRANKLIN RESOURCES INC 2506 - 2023-12-31 300 $18,000 -5,234
   US BANCORP 3104 - 2023-12-31 256 $15,000 -1,190
  91 Records found
  1    
  Page 1 of 1
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