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 |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.0% | 11,979 | $714K |
| VERITY Wealth Advisors | 0.54% | Add +123.6% | 11,780 | $702K |
| Destination Wealth Management | 0.02% | Reduce -23.4% | 11,248 | $671K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -17.9% | 11,064 | $660K |
| Wealthfront Advisers LLC | 0.00% | Add +10.8% | 11,058 | $659K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.5% | 10,853 | $647K |
| Qube Research & Technologies Ltd | 0.00% | No change | 10,848 | $647K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Add +50.9% | 10,671 | $636K |
| Interactive Financial Advisors, Inc. | 0.35% | Reduce -49.9% | 10,571 | $630K |
| Clay Northam Wealth Management, LLC | 0.51% | No change | 10,540 | $628K |
| Moneco Advisors, LLC | 0.10% | Add +45.0% | 10,404 | $620K |
| Evolution Wealth Advisors, LLC | 0.12% | No change | 10,305 | $614K |
| WNY Asset Management, LLC | 0.09% | No change | 9,883 | $589K |
| Wilson & Boucher Capital Management, LLC | 0.45% | Reduce -8.8% | 9,621 | $574K |
| CPC Advisors, LLC | 0.10% | Reduce -55.5% | 9,454 | $564K |
| Financial Partners Group, Inc | 0.09% | Add +1.7% | 9,306 | $555K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -44.1% | 9,223 | $550K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 9,160 | $546K |
| HB Wealth Management, LLC | 0.01% | No change | 9,130 | $544K |
| Blair William & Co. | 0.00% | No change | 9,055 | $540K |
| Apollon Wealth Management, LLC | 0.02% | Add +89.8% | 8,925 | $532K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -10.3% | 8,841 | $527K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -9.0% | 8,827 | $526K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -15.3% | 8,701 | $519K |
| Essex Financial Services, Inc. | 0.05% | Reduce -1.0% | 8,691 | $518K |
| HRT Financial LP | 0.00% | Add +148.9% | 8,695 | $518K |
| Old Mission Capital LLC | 0.01% | New | 8,414 | $502K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.9% | 8,181 | $488K |
| Sandy Spring Bank | 0.02% | Add +38.9% | 8,174 | $487K |
| Ally Invest Advisors Inc. | 0.05% | Add +39.7% | 8,050 | $480K |
| Christensen, King & Associates Investment Services, Inc. | 0.23% | Reduce -0.9% | 7,621 | $454K |
| Abich Financial Wealth Management LLC | 0.34% | Add +1943.7% | 7,480 | $446K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +55.1% | 7,353 | $438K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -0.4% | 7,217 | $430K |
| Moseley Investment Management Inc. | 0.21% | Add +31.1% | 7,118 | $424K |
| Creative Planning | 0.00% | Add +3.3% | 7,092 | $423K |
| AE Wealth Management LLC | 0.00% | Reduce -30.2% | 7,076 | $422K |
| United Capital Financial Advisors, LLC | 0.00% | Add +3.0% | 6,927 | $413K |
| Comerica Bank | 0.00% | Add +1.5% | 6,730 | $401K |
| Focus Financial Network, Inc. | 0.02% | — | 6,929 | $383K |
| Venturi Wealth Management, LLC | 0.02% | No change | 6,337 | $378K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 6,321 | $377K |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.00% | Reduce -85.3% | 6,343 | $375K |
| Hutchens & Kramer Investment Management Group, LLC | 0.21% | Reduce -0.1% | 5,856 | $349K |
| KFG Wealth Management, LLC | 0.14% | Add +14.1% | 5,840 | $348K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 5,732 | $342K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +24.9% | 5,511 | $329K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.4% | 5,382 | $321K |
| TD Capital Management LLC | 0.03% | Reduce -48.0% | 5,332 | $318K |
| Accurate Wealth Management, LLC | 0.09% | Reduce -0.3% | 5,701 | $310K |
| Captrust Financial Advisors | 0.00% | Reduce -44.0% | 5,201 | $310K |
| Debussy Capital Management LP | 0.09% | New | 5,278 | $306K |
| Spire Wealth Management | 0.01% | No change | 5,008 | $299K |
| Baird Financial Group, Inc. | 0.00% | Add +11.2% | 4,802 | $286K |
| Lunt Capital Management, Inc. | 0.14% | Reduce -16.8% | 4,792 | $286K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,762 | $284K |
| Eq LLC | 0.17% | New | 4,756 | $284K |
| Collective Family Office LLC | 0.09% | No change | 4,713 | $281K |
| NewEdge Advisors, LLC | 0.00% | Add +11.2% | 4,667 | $278K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -51.4% | 4,500 | $268K |
| Stifel Financial Corp. | 0.00% | Add +2.9% | 4,446 | $265K |
| Compound Planning, Inc. | 0.02% | Add +0.4% | 4,421 | $264K |
| American Financial Advisors, LLC | 0.04% | No change | 4,385 | $261K |
| PFG Private Wealth Management, LLC | 0.16% | No change | 4,277 | $255K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -6.2% | 4,237 | $253K |
| Tradition Wealth Management, LLC | 0.03% | No change | 4,225 | $252K |
| Selective Wealth Management, Inc. | 0.11% | New | 4,268 | $249K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -32.1% | 4,097 | $244K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.5% | 4,095 | $244K |
| Jones Financial Companies LLLP | 0.00% | Add +1942.0% | 4,084 | $243K |
| Sigma Planning Corp | 0.01% | Add +8.0% | 4,038 | $241K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.4% | 4,006 | $239K |
| D. E. Shaw & Co. | 0.00% | New | 4,000 | $238K |
| CFO4Life Group, LLC | 0.04% | New | 3,935 | $235K |
| Lincoln National Corp. | 0.00% | Reduce -47.4% | 3,905 | $233K |
| Foundations Investment Advisors, LLC | 0.01% | New | 3,743 | $223K |
| Centurion Wealth Management LLC | 0.08% | No change | 3,609 | $215K |
| Prudential Financial Inc. | 0.00% | Reduce -3.1% | 3,597 | $214K |
| Bouchey Financial Group, Ltd. | 0.02% | New | 3,588 | $214K |
| Benchmark Financial Wealth Advisors, LLC | 0.08% | No change | 3,521 | $210K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -38.5% | 3,514 | $210K |
| Tolleson Wealth Management, Inc. | 0.04% | No change | 3,511 | $209K |
| Safeguard Financial, LLC | 0.07% | No change | 3,460 | $206K |
| Mather Group, Llc. | 0.00% | No change | 3,435 | $206K |
| ICA Group Wealth Management, LLC | 0.04% | Reduce -5.3% | 3,016 | $180K |
| Assetmark, Inc. | 0.00% | Add +4.0% | 2,640 | $157K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -17.9% | 2,580 | $154K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +7.6% | 2,443 | $146K |
| Hartford Financial Management Inc. | 0.03% | No change | 2,198 | $131K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,151 | $128K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,987 | $118K |
| Mascoma Wealth Management LLC | 0.03% | No change | 1,847 | $110K |
| Silver Oak Securities, Incorporated | 0.01% | Reduce -75.7% | 1,537 | $92K |
| Global Retirement Partners, LLC | 0.00% | Reduce -6.5% | 1,447 | $86K |
| Capital Analysts, LLC | 0.00% | No change | 1,342 | $80K |
| Allworth Financial LP | 0.00% | Add +15.6% | 1,189 | $71K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,000 | $60K |
| NorthRock Partners, LLC | 0.00% | Reduce -8.0% | 977 | $58K |
| Richard W. Paul & Associates, LLC | 0.02% | New | 953 | $57K |
| Tidemark, LLC | 0.03% | No change | 915 | $55K |
| US Bancorp \de | 0.00% | Add +251.6% | 900 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.6% | 859 | $51K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 713 | $43K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 684 | $41K |
| MV Capital Management, Inc. | 0.00% | No change | 667 | $40K |
| Global Wealth Strategies & Associates | 0.01% | No change | 640 | $38K |
| Old Second National Bank of Aurora | 0.01% | No change | 505 | $30K |
| National Bank of Canada | 0.00% | No change | 515 | $30K |
| Barclays PLC | 0.00% | No change | 492 | $29K |
| Godsey & Gibb, Inc. | 0.00% | No change | 423 | $25K |
| JNBA Financial Advisors | 0.00% | No change | 400 | $24K |
| Macroview Investment Management LLC | 0.02% | Reduce -19.5% | 364 | $22K |
| Key Financial Inc | 0.01% | No change | 360 | $21K |
| PrairieView Partners, LLC | 0.00% | No change | 322 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 335 | $20K |
| West Oak Capital, LLC | 0.01% | No change | 300 | $18K |
| Franklin Resources Inc. | 0.00% | No change | 300 | $18K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 299 | $18K |
| Stephens Consulting, LLC | 0.00% | No change | 259 | $15K |
| Morris Financial Concepts, Inc. | 0.01% | Add +0.4% | 256 | $15K |
| Cambridge Trust Co. | 0.00% | No change | 229 | $14K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 217 | $13K |
| CoreCap Advisors, LLC | 0.00% | New | 213 | $13K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 210 | $13K |
| Sunbelt Securities, Inc. | 0.00% | No change | 200 | $12K |
| Abound Wealth Management | 0.00% | Reduce -83.3% | 176 | $11K |
| Tyler-Stone Wealth Management | 0.00% | No change | 140 | $8K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 125 | $7K |
| Phillips Financial Management, LLC | 0.00% | No change | 111 | $7K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -93.8% | 109 | $6K |
| Horizon Bancorp Inc. | 0.00% | No change | 108 | $6K |
| Main Street Group, LTD | 0.00% | No change | 100 | $6K |
| Balentine LLC | 0.00% | New | 74 | $4K |
| Aspect Partners, LLC | 0.00% | No change | 66 | $4K |
| Country Trust Bank | 0.00% | New | 66 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 50 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 49 | $3K |
| Clear Point Advisors Inc. | 0.00% | No change | 30 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 24 | $1K |
| Anfield Capital Management, LLC | 0.00% | New | 23 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 22 | $1K |
| First Horizon Advisors, Inc. | 0.00% | No change | 13 | $775 |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 11 | $667 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.4% | 6 | $358 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $239 |
| Tsfg, LLC | 0.00% | New | 2 | $0 |
"% 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.