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

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 2024 → Q2 2024

InstitutionsTotal Value
New Positions15$2.7M
Exits16$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
Interactive Financial Advisors, Inc. 0.35% Add +1.3% 10,708 $630K
McKinley Carter Wealth Services, Inc. 0.04% No change 10,671 $628K
Banco Bilbao Vizcaya Argentaria, S.A. 0.01% Add +62.4% 10,300 $607K
Evolution Wealth Advisors, LLC 0.12% No change 10,305 $606K
HBK Sorce Advisory LLC 0.02% Reduce -7.2% 10,273 $604K
Clay Northam Wealth Management, LLC 0.46% Reduce -2.8% 10,241 $602K
Wealthfront Advisers LLC 0.00% Reduce -12.6% 9,662 $568K
Wilson & Boucher Capital Management, LLC 0.43% No change 9,621 $566K
WNY Asset Management, LLC 0.07% Reduce -3.5% 9,533 $561K
Ally Invest Advisors Inc. 0.05% Add +17.7% 9,472 $557K
Blair William & Co. 0.00% Add +1.8% 9,216 $542K
Patriot Investment Management Group, Inc. 0.04% No change 9,160 $539K
HB Wealth Management, LLC 0.01% No change 9,130 $537K
Renaissance Technologies 0.00% Reduce -35.3% 9,000 $529K
Apollon Wealth Management, LLC 0.02% Reduce -0.1% 8,915 $524K
CX Institutional 0.02% Reduce -26.9% 8,894 $523K
Mather Group, Llc. 0.01% Add +155.1% 8,761 $522K
Exencial Wealth Advisors, LLC 0.02% Reduce -1.0% 8,751 $515K
Creative Planning 0.00% Add +19.2% 8,453 $497K
Janney Montgomery Scott LLC 0.00% Add +1.0% 8,266 $486K
Moseley Investment Management Inc. 0.23% Add +15.9% 8,248 $485K
Essex Financial Services, Inc. 0.04% Reduce -1.4% 8,573 $484K
Sandy Spring Bank 0.02% Reduce -0.2% 8,161 $480K
Financial Partners Group, Inc 0.08% Reduce -12.4% 8,149 $479K
Christensen, King & Associates Investment Services, Inc. 0.23% Add +4.0% 7,930 $467K
Captrust Financial Advisors 0.00% Add +46.1% 7,599 $447K
Prime Capital Investment Advisors, LLC 0.01% Reduce -81.6% 7,502 $441K
Beacon Pointe Advisors, LLC 0.01% Add +0.1% 7,359 $433K
Kingswood Wealth Advisors, LLC 0.04% Add +57.5% 7,086 $417K
Focus Partners Wealth 0.00% New 6,969 $410K
Detalus Advisors, LLC 0.14% New 6,954 $409K
Focus Financial Network, Inc. 0.02% Reduce -3.1% 6,712 $403K
OneDigital Investment Advisors LLC 0.00% Add +2.7% 6,494 $382K
Venturi Wealth Management, LLC 0.02% No change 6,337 $373K
EP Wealth Advisors, LLC 0.00% Reduce -29.5% 6,221 $366K
Goldman Sachs Group Inc. 0.00% Reduce -42.9% 6,198 $365K
Comerica Bank 0.00% Reduce -9.8% 6,070 $357K
Buckingham Strategic Wealth, LLC 0.00% Reduce -34.3% 6,057 $356K
KFG Wealth Management, LLC 0.14% Add +2.3% 5,973 $351K
Sanctuary Advisors, LLC 0.00% — 6,178 $349K
Accurate Wealth Management, LLC 0.08% No change 5,701 $347K
Hutchens & Kramer Investment Management Group, LLC 0.19% No change 5,856 $344K
United Capital Financial Advisors, LLC 0.00% Reduce -17.5% 5,717 $336K
O'shaughnessy Asset Management, LLC 0.00% No change 5,511 $324K
HRT Financial LP 0.00% Reduce -37.6% 5,422 $318K
Harbour Investments, Inc. 0.01% Add +0.1% 5,387 $317K
Debussy Capital Management LP 0.09% Reduce -1.3% 5,211 $307K
D. E. Shaw & Co. 0.00% Add +30.0% 5,201 $306K
GPS Wealth Strategies Group, LLC 0.04% New 4,839 $285K
Cerity Partners LLC 0.00% New 4,832 $284K
Eq LLC 0.17% Add +0.0% 4,757 $280K
Citizens Financial Group Inc. 0.01% Reduce -0.3% 4,747 $279K
Collective Family Office LLC 0.08% No change 4,713 $277K
NewEdge Advisors, LLC 0.00% Add +0.1% 4,672 $275K
Millennium Management 0.00% New 4,533 $267K
Lunt Capital Management, Inc. 0.13% Reduce -7.1% 4,452 $262K
Compound Planning, Inc. 0.02% Add +0.1% 4,423 $260K
Stifel Financial Corp. 0.00% Reduce -0.7% 4,415 $260K
Stratos Wealth Partners, LTD. 0.00% Reduce -49.5% 4,397 $259K
Foresight Capital Management Advisors, Inc. 0.17% Reduce -88.9% 4,374 $257K
Baird Financial Group, Inc. 0.00% Reduce -9.6% 4,341 $255K
Selective Wealth Management, Inc. 0.11% Add +0.3% 4,279 $255K
PFG Private Wealth Management, LLC 0.15% No change 4,277 $252K
Tradition Wealth Management, LLC 0.02% No change 4,225 $249K
Sigma Planning Corp 0.01% Add +0.1% 4,044 $238K
Raymond James Trust N.A. 0.01% No change 4,006 $236K
CFO4Life Group, LLC 0.04% Add +0.3% 3,946 $232K
Perigon Wealth Management, LLC 0.01% Reduce -4.5% 3,910 $230K
PNC Financial Services Group, Inc. 0.00% Reduce -6.5% 3,831 $225K
Graypoint LLC 0.02% New 3,733 $220K
Bouchey Financial Group, Ltd. 0.02% No change 3,588 $211K
CIBC Private Wealth Group LLC 0.00% No change 3,514 $211K
Benchmark Financial Wealth Advisors, LLC 0.08% Add +0.3% 3,530 $208K
Tolleson Wealth Management, Inc. 0.04% No change 3,511 $207K
Safeguard Financial, LLC 0.06% No change 3,460 $204K
Abich Financial Wealth Management LLC 0.12% Reduce -59.2% 3,051 $179K
Assetmark, Inc. 0.00% Add +4.4% 2,755 $162K
Benjamin F. Edwards & Company, Inc. 0.00% Add +3.9% 2,538 $149K
Hartford Financial Management Inc. 0.03% No change 2,198 $129K
AdvisorNet Financial, Inc 0.01% No change 2,151 $127K
JFS Wealth Advisors, LLC 0.01% No change 1,987 $117K
TD Capital Management LLC 0.01% Reduce -62.9% 1,976 $116K
Federation des caisses Desjardins du Quebec 0.00% Reduce -23.9% 1,963 $115K
Ashton Thomas Private Wealth, LLC 0.01% New 1,762 $104K
Mascoma Wealth Management LLC 0.03% Reduce -11.4% 1,637 $96K
Silver Oak Securities, Incorporated 0.01% Add +0.1% 1,539 $91K
Spire Wealth Management 0.00% Reduce -72.0% 1,400 $82K
Capital Analysts, LLC 0.00% No change 1,342 $79K
Allworth Financial LP 0.00% Add +0.3% 1,192 $70K
Global Retirement Partners, LLC 0.00% Reduce -20.7% 1,147 $67K
NorthRock Partners, LLC 0.00% Add +4.7% 1,023 $60K
Richard W. Paul & Associates, LLC 0.02% No change 953 $56K
Financial Network Wealth Advisors LLC 0.04% New 912 $54K
Steward Partners Investment Advisory, LLC 0.00% No change 859 $51K
Glenmede Trust Co. NA 0.00% Reduce -22.3% 777 $46K
MV Capital Management, Inc. 0.00% No change 667 $39K
Global Wealth Strategies & Associates 0.01% No change 640 $38K
Capital Investment Advisory Services, LLC 0.00% Reduce -24.4% 517 $30K
National Bank of Canada 0.00% No change 515 $30K
Old Second National Bank of Aurora 0.01% No change 505 $30K
Barclays PLC 0.00% No change 492 $29K
Strategic Financial Concepts, LLC 0.02% New 110,950 $26K
Godsey & Gibb, Inc. 0.00% No change 423 $25K
Cherry Tree Wealth Management, LLC 0.01% Reduce -41.2% 419 $25K
ICA Group Wealth Management, LLC 0.01% Reduce -86.7% 400 $24K
JNBA Financial Advisors 0.00% No change 400 $24K
Macroview Investment Management LLC 0.02% No change 364 $21K
Key Financial Inc 0.01% No change 360 $21K
CENTRAL TRUST Co 0.00% No change 335 $20K
PrairieView Partners, LLC 0.00% No change 322 $18K
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% No change 256 $15K
Sage Mountain Advisors LLC 0.00% New 252 $15K
Elevation Wealth Partners, LLC 0.01% No change 210 $12K
Sunbelt Securities, Inc. 0.00% No change 200 $12K
CoreCap Advisors, LLC 0.00% Reduce -7.0% 198 $12K
Abound Wealth Management 0.00% Reduce -5.1% 167 $10K
US Bancorp \de 0.00% Reduce -83.3% 150 $9K
Tyler-Stone Wealth Management 0.00% No change 140 $8K
Tower Research Capital LLC (TRC) 0.00% Add +2216.7% 139 $8K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 125 $7K
Guardian Wealth Advisors, LLC / NC 0.00% New 111 $7K
Aptus Capital Advisors, LLC 0.00% New 111 $7K
Founders Financial Alliance, LLC 0.00% No change 109 $6K
Main Street Group, LTD 0.00% No change 100 $6K
Balentine LLC 0.00% No change 74 $4K
Horizon Bancorp Inc. 0.00% Reduce -44.4% 60 $4K
Aspect Partners, LLC 0.00% No change 66 $4K
Country Trust Bank 0.00% No change 66 $4K
Piscataqua Savings Bank 0.00% No change 50 $3K
Laurel Wealth Advisors LLC 0.00% No change 49 $3K
Gradient Investments LLC 0.00% New 47 $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% No change 23 $1K
First Command Advisory Services, Inc. 0.00% New 19 $1K
Hantz Financial Services, Inc. 0.00% No change 22 $1K
First Horizon Advisors, Inc. 0.00% No change 13 $764
Carolinas Wealth Consulting LLC 0.00% Add +9.1% 12 $660
DHJJ Financial Advisors, Ltd. 0.00% No change 4 $236
Tsfg, LLC 0.00% No change 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.