Ishar Fture Exp Tech ETF-UsdXTETF
13F holders, Q2 2024 (June 30)244holders −2
15new positions
16sold out
4famous investors
$58.68avg. 13F price*
At the end of Q2 2024, 244 institutions reported holding Ishar Fture Exp Tech ETF-Usd (XT) in their 13F filings, down 2 from Q1 2024. 15 opened new positions and 16 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.0B), LPL Financial LLC ($44.1M) and Bank of America Corp. ($41.7M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q2 2024)
- CUSIP
- 46434V381
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $2.7M |
| Exits | 16 | $11.6M |
All 13F filers, Q1 2024 → Q2 2024: 960,492 shares bought and 944,535 shares sold, net +15,957 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 244 holders
| Financial Engines Advisors L.L.C. | 4.42% | Add +1.8% | 33,806,370 | $2.0B |
| LPL Financial LLC | 0.02% | Reduce -1.6% | 749,571 | $44.1M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 709,184 | $41.7M |
| Ameriprise Financial Inc. | 0.01% | Add +3.7% | 442,010 | $26.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +0.2% | 417,349 | $24.6M |
| Alpha Financial Advisors, LLC | 10.40% | Add +0.8% | 367,194 | $21.6M |
| UBS Group AG | 0.01% | Reduce -16.2% | 334,044 | $19.7M |
| Morgan Stanley | 0.00% | Add +4.7% | 333,279 | $19.6M |
| New England Private Wealth Advisors LLC | 2.93% | Reduce -14.8% | 285,365 | $16.8M |
| Wealthcare Advisory Partners LLC | 0.38% | Reduce -2.5% | 208,579 | $12.3M |
| Sweet Financial Partners, LLC | 2.56% | Reduce -0.4% | 190,475 | $11.2M |
| Mariner, LLC | 0.02% | Reduce -14.5% | 177,755 | $10.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Reduce -31.0% | 171,820 | $10.1M |
| Dynamic Advisor Solutions LLC | 0.31% | Reduce -4.2% | 166,335 | $9.8M |
| AlphaCore Capital LLC | 2.36% | Add +4.3% | 165,576 | $9.7M |
| Stratos Investment Management, LLC | 0.75% | Add +0.4% | 154,160 | $9.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.8% | 153,853 | $9.1M |
| Wells Fargo & Company | 0.00% | Reduce -40.4% | 149,670 | $8.8M |
| Stratos Wealth Advisors, LLC | 0.43% | Add +1.6% | 149,296 | $8.8M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -4.1% | 132,169 | $7.8M |
| Orion Portfolio Solutions, LLC | 0.08% | Reduce -4.1% | 132,169 | $7.8M |
| Segment Wealth Management, LLC | 0.56% | Add +0.3% | 129,995 | $7.6M |
| Betterment LLC | 0.02% | Add +0.6% | 125,721 | $7.4M |
| CFS Investment Advisory Services, LLC | 0.59% | Reduce -0.2% | 123,415 | $7.3M |
| Archford Capital Strategies, LLC | 1.08% | Reduce -3.3% | 113,716 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 106,526 | $6.3M |
| Clearwater Capital Advisors, LLC | 0.62% | Add +58.5% | 99,520 | $5.9M |
| VAUGHAN & Co SECURITIES, INC. | 3.64% | Add +0.8% | 97,975 | $5.8M |
| Cibc World Market Inc. | 0.01% | Add +2.0% | 91,807 | $5.4M |
| Concord Wealth Partners | 0.93% | Reduce -6.7% | 89,591 | $5.3M |
| Barrett & Company, Inc. | 2.34% | Reduce -1.8% | 87,736 | $5.2M |
| Raymond James & Associates | 0.00% | Add +32.9% | 86,641 | $5.1M |
| Daymark Wealth Partners, LLC | 0.23% | Add +1.1% | 85,428 | $5.0M |
| Destiny Wealth Partners, LLC | 0.87% | Reduce -0.8% | 82,563 | $4.9M |
| Brookstone Capital Management | 0.08% | Add +6.7% | 78,774 | $4.7M |
| MML Investors Services, LLC | 0.02% | Add +2.9% | 78,389 | $4.6M |
| Concord Asset Management, LLC | 1.14% | Reduce -5.8% | 78,263 | $4.6M |
| Truist Financial Corp. | 0.01% | Add +1.5% | 70,060 | $4.1M |
| Royal Bank of Canada | 0.00% | Reduce -30.2% | 63,410 | $3.7M |
| Valmark Advisers, Inc. | 0.06% | Add +13.9% | 55,833 | $3.3M |
| Berger Financial Group, Inc | 0.25% | Reduce -53.8% | 54,139 | $3.2M |
| Susquehanna International Group, LLP | 0.01% | Reduce -0.1% | 53,769 | $3.2M |
| Evergreen Capital Management LLC | 0.11% | Reduce -18.5% | 51,504 | $3.0M |
| Baron Silver Stevens Financial Advisors, LLC | 0.56% | Add +1.8% | 49,658 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 49,123 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -34.0% | 44,713 | $2.6M |
| Crescent Grove Advisors, LLC | 0.28% | Reduce -13.3% | 43,303 | $2.5M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -13.2% | 40,279 | $2.4M |
| Rothschild Wealth LLC | 0.74% | Reduce -8.8% | 38,625 | $2.3M |
| MAI Capital Management | 0.02% | Reduce -2.2% | 37,254 | $2.2M |
| Strategic Wealth Investment Group, LLC | 0.28% | — | 37,218 | $2.2M |
| Sweeney & Michel, LLC | 0.90% | Reduce -2.3% | 35,538 | $2.1M |
| Essex Private Wealth Management, LLC | 5.14% | Add +17.1% | 34,314 | $2.0M |
| SVB Wealth LLC | 0.05% | Reduce -10.1% | 33,810 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.6% | 31,904 | $1.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.3% | 31,716 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.6% | 30,435 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +4.8% | 29,193 | $1.7M |
| PFG Advisors | 0.12% | Reduce -1.9% | 29,048 | $1.7M |
| FMR LLC | 0.00% | Add +18.4% | 28,767 | $1.7M |
| Wharton Business Group, LLC | 0.08% | Reduce -0.3% | 27,270 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +502.4% | 24,601 | $1.4M |
| Cwm, LLC | 0.01% | Reduce -1.8% | 24,499 | $1.4M |
| Valley National Advisers Inc. | 0.20% | Reduce -39.6% | 23,295 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +4.0% | 22,488 | $1.3M |
| Bank of Montreal | 0.00% | Add +2.9% | 21,527 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 21,321 | $1.3M |
| Pallas Capital Advisors LLC | 0.06% | Add +8.0% | 20,745 | $1.2M |
| Citadel Advisors | 0.00% | Add +44.4% | 20,629 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.10% | No change | 20,483 | $1.2M |
| Kingsview Wealth Management, LLC | 0.03% | Add +15.9% | 19,773 | $1.2M |
| Mgo One Seven LLC | 0.06% | Reduce -60.9% | 19,706 | $1.2M |
| REDW Wealth LLC | 0.30% | Reduce -7.9% | 19,551 | $1.2M |
| Sax Wealth Advisors, LLC | 0.10% | Reduce -9.5% | 18,488 | $1.1M |
| Glen Eagle Advisors, LLC | 0.20% | Add +0.0% | 18,473 | $1.1M |
| Cedar Wealth Management, LLC | 0.34% | Reduce -16.6% | 17,724 | $1.0M |
| IFP Advisors, Inc | 0.04% | Add +3.4% | 17,702 | $1.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.5% | 16,665 | $980K |
| SPC Financial, Inc. | 0.09% | Reduce -10.1% | 16,620 | $978K |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.6% | 15,606 | $918K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 15,387 | $905K |
| Cetera Investment Advisers | 0.00% | Reduce -14.2% | 15,270 | $898K |
| Sowell Financial Services LLC | 0.04% | Add +3.6% | 15,099 | $888K |
| MGB Wealth Management, LLC | 0.30% | No change | 13,316 | $813K |
| AE Wealth Management LLC | 0.01% | Add +93.9% | 13,722 | $807K |
| Lane & Associates LLC | 0.47% | Reduce -8.8% | 13,608 | $801K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.3% | 13,438 | $791K |
| Jane Street Group, LLC | 0.00% | Reduce -63.1% | 13,380 | $787K |
| Wealthcare Capital Management LLC | 0.08% | Reduce -0.5% | 13,191 | $776K |
| Courier Capital LLC | 0.06% | Reduce -0.4% | 13,090 | $770K |
| Check Capital Management Inc. | 0.05% | No change | 12,450 | $732K |
| Abbot Financial Management, Inc. | 0.39% | Reduce -5.6% | 12,253 | $721K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.12% | Reduce -1.4% | 12,187 | $717K |
| Strategic Blueprint, LLC | 0.05% | Reduce -0.6% | 12,144 | $714K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.9% | 12,083 | $711K |
| VERITY Wealth Advisors | 0.52% | No change | 11,780 | $693K |
| Moneco Advisors, LLC | 0.09% | Add +4.8% | 10,900 | $641K |
| Cahill Financial Advisors Inc. | 0.09% | Reduce -13.5% | 10,841 | $638K |
| Destination Wealth Management | 0.02% | Reduce -4.4% | 10,756 | $633K |
| One Capital Management, LLC | 0.02% | New | 10,734 | $631K |
"% 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.