Ishar Fture Exp Tech ETF-UsdXTETF
13F holders, Q3 2024 (September 30)234holders −10
13new positions
23sold out
2famous investors
$60.88avg. 13F price*
At the end of Q3 2024, 234 institutions reported holding Ishar Fture Exp Tech ETF-Usd (XT) in their 13F filings, down 10 from Q2 2024. 13 opened new positions and 23 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.1B), Bank of America Corp. ($44.9M) and LPL Financial LLC ($42.6M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Ishar Fture Exp Tech ETF-Usd
- Filed as
- ISHARES TR (Q3 2024)
- CUSIP
- 46434V381
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $1.6M |
| Exits | 23 | $10.4M |
All 13F filers, Q2 2024 → Q3 2024: 951,719 shares bought and 982,428 shares sold, net −30,709 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 234 holders
| Financial Engines Advisors L.L.C. | 4.35% | Add +1.2% | 34,223,876 | $2.1B |
| Bank of America Corp. | 0.00% | Add +4.0% | 737,280 | $44.9M |
| LPL Financial LLC | 0.02% | Reduce -6.7% | 699,118 | $42.6M |
| Ameriprise Financial Inc. | 0.01% | Add +4.5% | 462,105 | $28.1M |
| UBS Group AG | 0.01% | Add +12.3% | 375,106 | $22.8M |
| Alpha Financial Advisors, LLC | 10.01% | Add +1.2% | 371,483 | $22.6M |
| Morgan Stanley | 0.00% | Reduce -0.3% | 332,166 | $20.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -32.5% | 281,926 | $17.2M |
| New England Private Wealth Advisors LLC | 2.51% | Reduce -10.4% | 255,811 | $15.6M |
| Stratos Wealth Advisors, LLC | 0.58% | Add +37.9% | 205,810 | $12.5M |
| Sweet Financial Partners, LLC | 2.50% | Reduce -0.6% | 189,413 | $11.5M |
| Stratos Investment Management, LLC | 0.78% | Add +18.9% | 183,218 | $11.2M |
| AlphaCore Capital LLC | 2.39% | Add +4.8% | 173,464 | $10.6M |
| Wells Fargo & Company | 0.00% | Add +9.7% | 164,237 | $10.0M |
| Mariner, LLC | 0.02% | Reduce -7.7% | 164,076 | $10.0M |
| Wealthcare Advisory Partners LLC | 0.28% | Reduce -21.3% | 164,071 | $10.0M |
| Dynamic Advisor Solutions LLC | 0.29% | Reduce -3.1% | 161,191 | $9.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.6% | 156,382 | $9.5M |
| Betterment LLC | 0.02% | Add +5.4% | 132,504 | $8.1M |
| Segment Wealth Management, LLC | 0.52% | Reduce -4.5% | 124,084 | $7.6M |
| CFS Investment Advisory Services, LLC | 0.62% | Reduce -1.2% | 121,971 | $7.4M |
| Archford Capital Strategies, LLC | 1.08% | Add +2.9% | 116,965 | $7.2M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -11.1% | 117,492 | $7.2M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -11.1% | 117,492 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.1% | 110,885 | $6.8M |
| Clearwater Capital Advisors, LLC | 0.61% | Add +4.2% | 103,682 | $6.3M |
| Jane Street Group, LLC | 0.01% | Add +639.8% | 98,986 | $6.0M |
| VAUGHAN & Co SECURITIES, INC. | 3.54% | Add +0.8% | 98,797 | $6.0M |
| Cibc World Market Inc. | 0.01% | Add +0.5% | 92,260 | $5.6M |
| MML Investors Services, LLC | 0.02% | Add +15.5% | 90,552 | $5.5M |
| Raymond James & Associates | 0.00% | Add +2.2% | 88,584 | $5.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -48.6% | 88,320 | $5.4M |
| Barrett & Company, Inc. | 2.33% | Add +0.6% | 88,220 | $5.4M |
| Daymark Wealth Partners, LLC | 0.22% | Add +0.9% | 86,190 | $5.2M |
| Brookstone Capital Management | 0.07% | Add +3.9% | 81,809 | $5.0M |
| Destiny Wealth Partners, LLC | 0.85% | Reduce -3.2% | 79,916 | $4.9M |
| Truist Financial Corp. | 0.01% | Add +1.4% | 71,058 | $4.3M |
| Wharton Business Group, LLC | 0.18% | Add +137.4% | 64,740 | $3.9M |
| Mgo One Seven LLC | 0.16% | Add +216.2% | 62,310 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Add +1294.4% | 60,529 | $3.7M |
| Valmark Advisers, Inc. | 0.06% | Add +5.7% | 59,018 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -1.6% | 52,927 | $3.2M |
| Baron Silver Stevens Financial Advisors, LLC | 0.52% | Reduce -0.6% | 49,338 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.5% | 48,387 | $2.9M |
| Royal Bank of Canada | 0.00% | Reduce -24.7% | 47,774 | $2.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.0% | 42,501 | $2.6M |
| Evergreen Capital Management LLC | 0.08% | Reduce -22.6% | 39,837 | $2.4M |
| Berger Financial Group, Inc | 0.17% | Reduce -28.7% | 38,613 | $2.4M |
| Sweeney & Michel, LLC | 0.86% | Add +0.8% | 35,823 | $2.2M |
| Strategic Wealth Investment Group, LLC | 0.23% | Reduce -3.1% | 36,052 | $2.2M |
| Essex Private Wealth Management, LLC | 5.00% | Add +1.6% | 34,864 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +32.1% | 32,501 | $2.0M |
| Crescent Grove Advisors, LLC | 0.20% | Reduce -25.9% | 32,084 | $2.0M |
| PFG Advisors | 0.12% | Add +8.6% | 31,558 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.3% | 31,179 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.7% | 30,853 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -27.2% | 29,331 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -5.6% | 28,735 | $1.7M |
| FMR LLC | 0.00% | Reduce -2.7% | 27,997 | $1.7M |
| Cwm, LLC | 0.01% | Add +1.3% | 24,815 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -4.6% | 21,451 | $1.3M |
| Valley National Advisers Inc. | 0.23% | Reduce -8.5% | 21,318 | $1.3M |
| Bank of Montreal | 0.00% | Reduce -2.1% | 21,072 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 21,048 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.09% | No change | 20,483 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -0.3% | 20,682 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -2.3% | 19,316 | $1.2M |
| REDW Wealth LLC | 0.29% | Reduce -5.0% | 18,574 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -50.3% | 18,508 | $1.1M |
| Sax Wealth Advisors, LLC | 0.10% | No change | 18,488 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -11.3% | 18,291 | $1.1M |
| IFP Advisors, Inc | 0.04% | Add +1.3% | 17,926 | $1.1M |
| Glen Eagle Advisors, LLC | 0.18% | Reduce -4.8% | 17,593 | $1.1M |
| SPC Financial, Inc. | 0.09% | Reduce -3.2% | 16,082 | $979K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | No change | 15,387 | $937K |
| Sowell Financial Services LLC | 0.04% | Add +1.8% | 15,373 | $936K |
| IHT Wealth Management, LLC | 0.03% | Reduce -2.1% | 15,284 | $930K |
| Cetera Investment Advisers | 0.00% | Reduce -1.1% | 15,104 | $920K |
| Rothschild Wealth LLC | 0.27% | Reduce -59.6% | 15,587 | $912K |
| AE Wealth Management LLC | 0.01% | Add +0.4% | 13,776 | $839K |
| Cerity Partners LLC | 0.00% | Add +177.2% | 13,396 | $816K |
| Courier Capital LLC | 0.05% | Reduce -0.3% | 13,048 | $794K |
| Focus Partners Wealth | 0.00% | Add +82.8% | 12,736 | $782K |
| Check Capital Management Inc. | 0.05% | No change | 12,450 | $758K |
| Wealthcare Capital Management LLC | 0.07% | Reduce -6.8% | 12,287 | $748K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | No change | 12,187 | $742K |
| Concord Wealth Partners | 0.12% | Reduce -86.5% | 12,060 | $734K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -9.3% | 12,182 | $733K |
| VERITY Wealth Advisors | 0.50% | No change | 11,780 | $717K |
| Private Advisor Group, LLC | 0.00% | Reduce -29.9% | 11,688 | $712K |
| Strategic Blueprint, LLC | 0.04% | Reduce -5.5% | 11,478 | $699K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -8.0% | 11,116 | $677K |
| Abbot Financial Management, Inc. | 0.33% | Reduce -12.2% | 10,754 | $655K |
| Moneco Advisors, LLC | 0.08% | Reduce -1.4% | 10,742 | $654K |
| Lane & Associates LLC | 0.35% | Reduce -21.7% | 10,659 | $649K |
| Ally Invest Advisors Inc. | 0.06% | Add +11.5% | 10,558 | $643K |
| Evolution Wealth Advisors, LLC | 0.11% | No change | 10,305 | $627K |
| Clay Northam Wealth Management, LLC | 0.43% | No change | 10,241 | $623K |
| Destination Wealth Management | 0.02% | Reduce -6.1% | 10,102 | $615K |
| Renaissance Technologies | 0.00% | Add +12.2% | 10,100 | $615K |
"% 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.