Ishar Fture Exp Tech ETF-UsdXTETF
13F holders, Q1 2024 (March 31)246holders
3famous investors
$59.62avg. 13F price*
At the end of Q1 2024, 246 institutions reported holding Ishar Fture Exp Tech ETF-Usd (XT) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($2.0B), LPL Financial LLC ($45.4M) and Bank of America Corp. ($42.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Ishar Fture Exp Tech ETF-Usd
- Filed as
- ISHARES TR (Q1 2024)
- CUSIP
- 46434V381
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $18.6M |
| Exits | 19 | $5.5M |
Ownership 246 holders
| Financial Engines Advisors L.L.C. | 4.46% | Reduce -0.8% | 33,198,470 | $2.0B |
| LPL Financial LLC | 0.02% | Add +10.9% | 761,878 | $45.4M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 710,462 | $42.4M |
| Ameriprise Financial Inc. | 0.01% | Add +74.8% | 426,084 | $25.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -1.1% | 416,570 | $24.8M |
| UBS Group AG | 0.01% | Add +215.9% | 398,530 | $23.8M |
| Alpha Financial Advisors, LLC | 10.24% | Add +2.5% | 364,351 | $21.7M |
| New England Private Wealth Advisors LLC | 3.51% | Reduce -1.5% | 334,829 | $20.0M |
| Morgan Stanley | 0.00% | Add +10.8% | 318,241 | $19.0M |
| Wells Fargo & Company | 0.00% | Reduce -13.7% | 251,274 | $15.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -32.5% | 249,020 | $14.8M |
| Wealthcare Advisory Partners LLC | 0.42% | Reduce -5.9% | 213,958 | $12.8M |
| Mariner, LLC | 0.03% | Reduce -6.9% | 207,884 | $12.4M |
| Sweet Financial Partners, LLC | 2.63% | Reduce -1.9% | 191,302 | $11.4M |
| Dynamic Advisor Solutions LLC | 0.35% | Add +7.0% | 173,683 | $10.4M |
| AlphaCore Capital LLC | 2.52% | Add +8.5% | 158,727 | $9.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -4.3% | 156,707 | $9.3M |
| Stratos Investment Management, LLC | 0.89% | Reduce -0.8% | 153,577 | $9.2M |
| Stratos Wealth Advisors, LLC | 0.52% | Add +4.3% | 146,978 | $8.8M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -34.3% | 137,860 | $8.2M |
| Orion Portfolio Solutions, LLC | 0.09% | Reduce -34.3% | 137,860 | $8.2M |
| Segment Wealth Management, LLC | 0.59% | Reduce -0.1% | 129,632 | $7.7M |
| Betterment LLC | 0.02% | Reduce -3.0% | 124,917 | $7.4M |
| CFS Investment Advisory Services, LLC | 1.24% | Reduce -3.8% | 123,712 | $7.4M |
| Archford Capital Strategies, LLC | 1.18% | Reduce -15.3% | 117,613 | $7.0M |
| Berger Financial Group, Inc | 0.58% | New | 117,076 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 108,275 | $6.5M |
| VAUGHAN & Co SECURITIES, INC. | 3.69% | Reduce -0.1% | 97,244 | $5.8M |
| Concord Wealth Partners | 1.03% | Reduce -14.2% | 95,982 | $5.7M |
| Royal Bank of Canada | 0.00% | Reduce -14.0% | 90,875 | $5.4M |
| Cibc World Market Inc. | 0.01% | Reduce -22.1% | 89,999 | $5.4M |
| Barrett & Company, Inc. | 2.52% | Add +3.6% | 89,382 | $5.3M |
| Daymark Wealth Partners, LLC | 0.27% | Add +0.4% | 84,479 | $5.0M |
| Destiny Wealth Partners, LLC | 0.89% | Add +0.6% | 83,221 | $5.0M |
| Concord Asset Management, LLC | 1.30% | Reduce -11.2% | 83,074 | $5.0M |
| MML Investors Services, LLC | 0.02% | Add +3.3% | 76,169 | $4.5M |
| Brookstone Capital Management | 0.08% | Add +9.4% | 73,846 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +2.1% | 69,024 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Add +36.2% | 67,739 | $4.0M |
| Raymond James & Associates | 0.00% | Add +1.4% | 65,182 | $3.9M |
| Evergreen Capital Management LLC | 0.14% | Reduce -45.4% | 63,213 | $3.8M |
| Clearwater Capital Advisors, LLC | 0.40% | Add +11.2% | 62,786 | $3.7M |
| Forum Financial Management, LP | 0.06% | New | 61,997 | $3.7M |
| Susquehanna International Group, LLP | 0.00% | Add +9.8% | 53,827 | $3.2M |
| Mgo One Seven LLC | 0.16% | New | 50,378 | $3.0M |
| Crescent Grove Advisors, LLC | 0.31% | Reduce -13.9% | 49,932 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +133.0% | 48,972 | $2.9M |
| Valmark Advisers, Inc. | 0.05% | Add +2.1% | 49,014 | $2.9M |
| Baron Silver Stevens Financial Advisors, LLC | 0.57% | Add +9.4% | 48,759 | $2.9M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -17.4% | 46,376 | $2.8M |
| Rothschild Wealth LLC | 0.89% | — | 42,329 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +804.2% | 40,868 | $2.4M |
| Foresight Capital Management Advisors, Inc. | 1.80% | Add +6.5% | 39,379 | $2.3M |
| Mason & Associates, LLC | 1.80% | — | 39,379 | $2.3M |
| Valley National Advisers Inc. | 0.35% | Reduce -12.3% | 38,570 | $2.3M |
| MAI Capital Management | 0.02% | Reduce -0.8% | 38,091 | $2.3M |
| SVB Wealth LLC | 0.05% | Add +78.7% | 37,595 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.8% | 36,573 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -90.5% | 36,291 | $2.2M |
| Sweeney & Michel, LLC | 0.95% | — | 36,384 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.1% | 35,228 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -23.4% | 33,439 | $2.0M |
| PFG Advisors | 0.13% | Add +11.8% | 29,597 | $1.8M |
| Essex Private Wealth Management, LLC | 4.95% | Reduce -0.1% | 29,306 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +10.1% | 27,863 | $1.7M |
| Wharton Business Group, LLC | 0.08% | No change | 27,355 | $1.6M |
| Mathes Company, Inc. | 0.57% | No change | 25,425 | $1.5M |
| Cwm, LLC | 0.01% | Reduce -15.8% | 24,957 | $1.5M |
| FMR LLC | 0.00% | Add +26.9% | 24,292 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -3.8% | 21,621 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.3% | 21,432 | $1.3M |
| Cedar Wealth Management, LLC | 0.42% | Reduce -0.8% | 21,254 | $1.3M |
| REDW Wealth LLC | 0.34% | No change | 21,237 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -2.6% | 20,922 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.11% | No change | 20,483 | $1.2M |
| Sax Wealth Advisors, LLC | 0.14% | Add +21.7% | 20,426 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Add +285.2% | 19,201 | $1.1M |
| SPC Financial, Inc. | 0.10% | Reduce -4.0% | 18,483 | $1.1M |
| Glen Eagle Advisors, LLC | 0.21% | Reduce -1.9% | 18,471 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +5.7% | 17,828 | $1.1M |
| Cetera Investment Advisers | 0.00% | New | 17,802 | $1.1M |
| IFP Advisors, Inc | 0.04% | Add +920.8% | 17,118 | $1.0M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -3.1% | 17,059 | $1.0M |
| IHT Wealth Management, LLC | 0.04% | Add +1.8% | 15,703 | $936K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.9% | 15,387 | $917K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.6% | 14,973 | $893K |
| Lane & Associates LLC | 0.56% | Add +5.9% | 14,917 | $889K |
| Sowell Financial Services LLC | 0.04% | Reduce -7.0% | 14,569 | $869K |
| Citadel Advisors | 0.00% | Reduce -55.2% | 14,284 | $852K |
| Renaissance Technologies | 0.00% | New | 13,900 | $829K |
| MGB Wealth Management, LLC | 0.32% | Reduce -2.0% | 13,316 | $794K |
| Wealthcare Capital Management LLC | 0.09% | Reduce -2.7% | 13,261 | $791K |
| Courier Capital LLC | 0.06% | Add +0.8% | 13,138 | $783K |
| Abbot Financial Management, Inc. | 0.43% | Reduce -0.1% | 12,985 | $774K |
| Cahill Financial Advisors Inc. | 0.10% | Reduce -75.7% | 12,527 | $747K |
| Check Capital Management Inc. | 0.05% | No change | 12,450 | $742K |
| Hartline Investment Corp./ | 0.13% | New | 12,354 | $737K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.13% | No change | 12,354 | $737K |
| Strategic Blueprint, LLC | 0.05% | Reduce -5.9% | 12,213 | $728K |
| CX Institutional | 0.03% | Reduce -2.6% | 12,160 | $725K |
"% 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.