Ishar Fture Exp Tech ETF-UsdXTETF

13F holders, Q2 2026 (June 30)
288holders +20
39new positions
16sold out
4famous investors
$82.59avg. 13F price*

At the end of Q2 2026, 288 institutions reported holding Ishar Fture Exp Tech ETF-Usd (XT) in their 13F filings, up 20 from Q1 2026. 39 opened new positions and 16 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.4B), LPL Financial LLC ($50.9M) and Baird Financial Group, Inc. ($46.1M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Ishar Fture Exp Tech ETF-Usd
Filed as
ISHARES TR (Q2 2026)
CUSIP
46434V381
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 246Q1 2024Q2 2024: 244Q2 2024Q3 2024: 234Q3 2024Q4 2024: 249Q4 2024Q1 2025: 245Q1 2025Q2 2025: 263Q2 2025Q3 2025: 269Q3 2025Q4 2025: 277Q4 2025Q1 2026: 268Q1 2026Q2 2026: 288Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions39$13.0M
Exits16$1.9M

All 13F filers, Q1 2026 → Q2 2026: 371,252 shares bought and 3,336,115 shares sold, net −2,964,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 288 holders

Financial Engines Advisors L.L.C. 4.32% Reduce -9.1% 29,474,371 $2.4B
LPL Financial LLC 0.01% Reduce -0.5% 616,361 $50.9M
Baird Financial Group, Inc. 0.06% Reduce -0.2% 557,561 $46.1M
Ameriprise Financial Inc. 0.01% Reduce -11.0% 544,882 $45.1M
Commonwealth Equity Services, LLC 0.03% Reduce -0.8% 326,745 $27.0M
Bank of America Corp. 0.00% Reduce -1.7% 276,028 $22.8M
UBS Group AG 0.00% Reduce -6.4% 264,698 $21.9M
Wealthcare Advisory Partners LLC 0.41% Add +3.5% 264,664 $21.9M
Morgan Stanley 0.00% Add +1.9% 240,445 $19.9M
Raymond James Financial Inc. 0.01% Add +12.6% 234,347 $19.4M
New England Private Wealth Advisors LLC 1.65% Add +0.4% 216,534 $17.1M
Wharton Business Group, LLC 0.56% No change 202,875 $16.8M
Stratos Investment Management, LLC 0.46% Reduce -10.9% 155,271 $12.8M
Arkadios Wealth Advisors 0.18% Add +2.4% 138,057 $11.4M
Private Advisory Group LLC 0.62% Add +18.6% 134,343 $11.1M
Betterment LLC 0.02% Reduce -1.2% 125,622 $10.4M
Clearwater Capital Advisors, LLC 0.74% Reduce -3.4% 121,987 $10.1M
Mariner, LLC 0.01% Reduce -5.5% 111,596 $9.2M
Brookstone Capital Management 0.09% Add +4.9% 111,331 $9.2M
CFS Investment Advisory Services, LLC 0.60% Reduce -0.9% 109,236 $9.0M
Barrett & Company, Inc. 2.38% Add +9.3% 102,727 $8.5M
Daymark Wealth Partners, LLC 0.19% Add +0.5% 92,019 $7.6M
Savvy Advisors, Inc. 0.16% Add +2.1% 91,405 $7.6M
Cetera Investment Advisers 0.01% Add +20.2% 86,556 $7.2M
Wells Fargo & Company 0.00% Add +7.1% 86,293 $7.1M
Cibc World Market Inc. 0.01% Reduce -6.2% 84,743 $7.0M
Jones Financial Companies LLLP 0.00% Add +10.0% 81,302 $6.5M
Mgo One Seven LLC 0.10% Reduce -0.2% 73,768 $6.1M
Valmark Advisers, Inc. 0.06% Reduce -1.3% 73,484 $6.1M
Envestnet Asset Management Inc. 0.00% Reduce -22.6% 70,825 $5.9M
Royal Bank of Canada 0.00% Add +39.3% 62,923 $5.2M
Kestra Advisory Services, LLC 0.02% Reduce -44.1% 60,053 $5.0M
Osaic Holdings, Inc. 0.01% Add +2.8% 57,054 $4.7M
Orion Porfolio Solutions, LLC 0.03% Reduce -5.4% 53,705 $4.4M
Atlas Private Wealth Advisors 0.93% Add +16.9% 51,659 $4.3M
FMR LLC 0.00% Add +4.8% 47,832 $4.0M
Baron Silver Stevens Financial Advisors, LLC 0.42% Add +1.6% 40,158 $3.3M
MML Investors Services, LLC 0.01% Add +10.9% 36,851 $3.0M
Dynamic Advisor Solutions LLC 0.08% Reduce -11.0% 35,099 $2.9M
RFG Advisory, LLC 0.04% Reduce -4.3% 31,998 $2.6M
Wealthcare Capital Partners, LLC 0.99% Reduce -4.3% 29,056 $2.4M
Steward Partners Investment Advisory, LLC 0.01% Add +8.6% 28,393 $2.3M
Evergreen Capital Management LLC 0.04% Add +0.0% 28,279 $2.3M
Truist Financial Corp. 0.00% Reduce -45.3% 27,406 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.5% 27,217 $2.2M
GTS Securities LLC 0.05% New 26,628 $2.2M
Jane Street Group, LLC 0.00% New 26,596 $2.2M
Gotham Asset Management 0.01% No change 26,364 $2.2M
Gladstone Institutional Advisory LLC 0.07% Reduce -3.9% 25,796 $2.1M
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -62.1% 24,820 $2.1M
Flow Traders U.S. LLC 0.08% Add +161.7% 23,912 $2.0M
Opus Financial Solutions LLC 1.56% Reduce -0.8% 23,401 $1.9M
Kingsview Wealth Management, LLC 0.02% Add +0.2% 23,314 $1.9M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.6% 22,819 $1.9M
Bank of Montreal 0.00% Reduce -1.6% 21,932 $1.8M
Susquehanna International Group, LLP 0.00% New 21,112 $1.7M
Berger Financial Group, Inc 0.09% Reduce -11.6% 20,353 $1.7M
GWN Securities Inc. 0.27% Reduce -7.5% 19,194 $1.6M
Ritholtz Wealth Management 0.02% Reduce -2.2% 19,130 $1.6M
HighTower Advisors, LLC 0.00% Add +7.8% 18,949 $1.6M
Rothschild Wealth LLC 0.12% Reduce -2.7% 18,717 $1.5M
Valley National Advisers Inc. 0.17% Add +0.0% 18,489 $1.5M
Wealthfront Advisers LLC 0.00% Add +47.3% 18,303 $1.5M
PNC Financial Services Group, Inc. 0.00% Reduce -4.8% 15,788 $1.3M
Traynor Capital Management, Inc. 0.06% Add +0.4% 15,628 $1.3M
Cerity Partners LLC 0.00% Reduce -2.3% 15,354 $1.3M
Courier Capital LLC 0.06% Add +2.0% 14,783 $1.2M
AlphaCore Capital LLC 0.02% Reduce -8.4% 14,637 $1.2M
Sweeney & Michel, LLC 0.32% Reduce -3.4% 14,544 $1.2M
AE Wealth Management LLC 0.01% Reduce -0.5% 14,319 $1.2M
Beacon Pointe Advisors, LLC 0.01% Add +240.0% 13,776 $1.1M
Quantinno Capital Management LP 0.00% Add +83.1% 13,663 $1.1M
Creative Planning 0.00% Reduce -5.3% 13,645 $1.1M
Wealthspire Retirement, LLC 0.06% No change 13,452 $1.1M
Focus Partners Wealth 0.00% Add +22.0% 13,436 $1.1M
MAI Capital Management 0.00% Reduce -2.0% 13,312 $1.1M
Ally Invest Advisors Inc. 0.07% Reduce -3.5% 13,283 $1.1M
Crescent Grove Advisors, LLC 0.09% Reduce -0.8% 13,173 $1.1M
Farther Finance Advisors, LLC 0.01% Reduce -1.9% 12,854 $1.1M
Glen Eagle Advisors, LLC 0.13% Reduce -1.8% 12,602 $1.0M
JPMorgan Chase & Co. 0.00% Add +434.2% 12,393 $1.0M
Goldman Sachs Group Inc. 0.00% New 11,773 $973K
Pallas Capital Advisors LLC 0.03% Reduce -0.1% 11,731 $969K
Mercer Global Advisors Inc. 0.00% Reduce -18.3% 11,287 $933K
Curran Financial Partners, LLC 0.14% Add +13.2% 11,049 $913K
O'shaughnessy Asset Management, LLC 0.00% Reduce -8.7% 10,746 $888K
Integrated Wealth Concepts LLC 0.01% Add +0.6% 10,600 $876K
Concurrent Investment Advisors, LLC 0.01% Add +0.4% 10,450 $863K
Apollon Wealth Management, LLC 0.01% Reduce -5.2% 10,184 $842K
Qube Research & Technologies Ltd 0.00% Reduce -27.3% 10,131 $837K
Clay Northam Wealth Management, LLC 0.40% Add +0.0% 9,914 $819K
Family Office Research LLC 0.31% No change 9,913 $819K
Mezzasalma Advisors, LLC 0.16% No change 9,731 $804K
Cannon Advisors, Inc. 0.49% Add +36.2% 9,761 $797K
Evolution Wealth Advisors, LLC 0.09% No change 9,535 $788K
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.3% 9,341 $770K
Captrust Financial Advisors 0.00% Reduce -5.3% 9,196 $760K
OneDigital Investment Advisors LLC 0.01% Add +65.5% 9,192 $760K
Savant Capital, LLC 0.00% New 9,035 $743K
Check Capital Management Inc. 0.04% No change 8,800 $727K

"% of holder's portfolio" is XT's weight in each manager's 13F, not the share of Ishar Fture Exp Tech ETF-Usd the manager owns.

Show all 288 holders