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 |
| HBK Sorce Advisory LLC | 0.02% | Reduce -1.7% | 10,097 | $615K |
| Interactive Financial Advisors, Inc. | 0.31% | Reduce -7.1% | 9,944 | $605K |
| Blair William & Co. | 0.00% | Add +5.0% | 9,673 | $589K |
| Wilson & Boucher Capital Management, LLC | 0.40% | No change | 9,621 | $586K |
| WNY Asset Management, LLC | 0.07% | No change | 9,533 | $580K |
| MGB Wealth Management, LLC | 0.21% | Reduce -29.3% | 9,420 | $574K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 9,160 | $558K |
| HB Wealth Management, LLC | 0.01% | Reduce -1.4% | 9,000 | $548K |
| Apollon Wealth Management, LLC | 0.02% | No change | 8,915 | $543K |
| Moseley Investment Management Inc. | 0.21% | Add +3.2% | 8,515 | $518K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -3.7% | 8,429 | $513K |
| Wealthfront Advisers LLC | 0.00% | Reduce -13.4% | 8,369 | $510K |
| Essex Financial Services, Inc. | 0.04% | Reduce -2.1% | 8,395 | $507K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.9% | 8,106 | $493K |
| CX Institutional | 0.02% | Reduce -9.2% | 8,079 | $492K |
| Financial Partners Group, Inc | 0.07% | Reduce -1.2% | 8,053 | $490K |
| Sandy Spring Bank | 0.02% | Reduce -6.5% | 7,634 | $465K |
| Creative Planning | 0.00% | Reduce -9.8% | 7,626 | $464K |
| Cannon Advisors, Inc. | 0.37% | — | 7,404 | $451K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 7,359 | $448K |
| Captrust Financial Advisors | 0.00% | Reduce -3.8% | 7,312 | $445K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.1% | 7,268 | $442K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -33.7% | 7,071 | $430K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | Reduce -11.5% | 7,017 | $427K |
| EP Wealth Advisors, LLC | 0.00% | Add +12.8% | 7,015 | $427K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -2.4% | 6,187 | $377K |
| Focus Financial Network, Inc. | 0.02% | Reduce -7.9% | 6,184 | $377K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -9.6% | 5,871 | $357K |
| Comerica Bank | 0.00% | Reduce -4.9% | 5,773 | $351K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 5,717 | $348K |
| Accurate Wealth Management, LLC | 0.07% | Add +0.5% | 5,732 | $346K |
| KFG Wealth Management, LLC | 0.08% | Reduce -4.9% | 5,683 | $346K |
| Symmetry Partners, LLC | 0.08% | New | 5,680 | $346K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 5,511 | $339K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +26.0% | 5,539 | $337K |
| Hutchens & Kramer Investment Management Group, LLC | 0.19% | Reduce -4.6% | 5,589 | $336K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.4% | 5,311 | $323K |
| Coastline Trust Co | 0.04% | New | 5,280 | $321K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -15.6% | 5,234 | $319K |
| NewEdge Advisors, LLC | 0.00% | Add +9.6% | 5,122 | $312K |
| Stifel Financial Corp. | 0.00% | Add +15.4% | 5,097 | $310K |
| Foresight Capital Management Advisors, Inc. | 0.18% | Add +14.8% | 5,022 | $306K |
| Debussy Capital Management LP | 0.09% | Reduce -4.8% | 4,961 | $302K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -20.2% | 4,930 | $300K |
| Eq LLC | 0.15% | Add +3.5% | 4,921 | $300K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +0.2% | 4,848 | $295K |
| Citizens Financial Group Inc. | 0.01% | No change | 4,747 | $289K |
| Detalus Advisors, LLC | 0.10% | Reduce -31.8% | 4,741 | $289K |
| Collective Family Office LLC | 0.08% | No change | 4,713 | $287K |
| Compound Planning, Inc. | 0.02% | Reduce -1.1% | 4,373 | $266K |
| Pure Financial Advisors, LLC | 0.01% | New | 4,339 | $264K |
| JPMorgan Chase & Co. | 0.00% | Reduce -86.5% | 4,296 | $262K |
| PFG Private Wealth Management, LLC | 0.15% | No change | 4,277 | $260K |
| Selective Wealth Management, Inc. | 0.11% | No change | 4,279 | $259K |
| Mather Group, Llc. | 0.00% | Reduce -51.5% | 4,253 | $259K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -0.5% | 4,205 | $256K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -41.7% | 4,133 | $252K |
| Sigma Planning Corp | 0.01% | No change | 4,044 | $246K |
| CFO4Life Group, LLC | 0.04% | No change | 3,946 | $240K |
| Perigon Wealth Management, LLC | 0.01% | No change | 3,910 | $238K |
| Equitable Holdings, Inc. | 0.00% | New | 3,792 | $231K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.3% | 3,782 | $230K |
| Assetmark, Inc. | 0.00% | Add +34.0% | 3,691 | $225K |
| Centurion Wealth Management LLC | 0.07% | — | 3,609 | $220K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 3,588 | $218K |
| Root Financial Partners, LLC | 0.03% | New | 3,585 | $218K |
| Benchmark Financial Wealth Advisors, LLC | 0.07% | No change | 3,530 | $215K |
| Tolleson Wealth Management, Inc. | 0.04% | No change | 3,511 | $214K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,514 | $214K |
| Crestwood Advisors Group, LLC | 0.00% | New | 3,480 | $212K |
| Safeguard Financial, LLC | 0.05% | No change | 3,460 | $211K |
| Cedar Wealth Management, LLC | 0.07% | Reduce -80.6% | 3,445 | $210K |
| Global Retirement Partners, LLC | 0.00% | Add +102.1% | 2,318 | $141K |
| Hartford Financial Management Inc. | 0.03% | No change | 2,198 | $134K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,151 | $131K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,987 | $121K |
| TD Capital Management LLC | 0.01% | Reduce -0.1% | 1,975 | $120K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,637 | $100K |
| Spire Wealth Management | 0.00% | No change | 1,400 | $85K |
| Capital Analysts, LLC | 0.00% | No change | 1,342 | $82K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -36.1% | 1,254 | $76K |
| Allworth Financial LP | 0.00% | Reduce -3.2% | 1,154 | $70K |
| First Horizon Advisors, Inc. | 0.00% | Add +7907.7% | 1,041 | $63K |
| Financial Network Wealth Advisors LLC | 0.04% | Reduce -3.3% | 882 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 859 | $52K |
| Glenmede Trust Co. NA | 0.00% | No change | 777 | $47K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +38.7% | 717 | $44K |
| CoreCap Advisors, LLC | 0.00% | Add +259.6% | 712 | $43K |
| MV Capital Management, Inc. | 0.00% | No change | 667 | $41K |
| Global Wealth Strategies & Associates | 0.01% | No change | 640 | $39K |
| NorthRock Partners, LLC | 0.00% | Reduce -39.2% | 622 | $38K |
| Barclays PLC | 0.00% | No change | 492 | $30K |
| Godsey & Gibb, Inc. | 0.00% | No change | 423 | $26K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 419 | $26K |
| JNBA Financial Advisors | 0.00% | No change | 400 | $24K |
| Macroview Investment Management LLC | 0.02% | No change | 364 | $22K |
| Key Financial Inc | 0.00% | No change | 360 | $22K |
| CENTRAL TRUST Co | 0.00% | No change | 335 | $20K |
| Dogwood Wealth Management LLC | 0.01% | New | 334 | $20K |
| PrairieView Partners, LLC | 0.00% | No change | 322 | $19K |
| Franklin Resources Inc. | 0.00% | No change | 300 | $18K |
| West Oak Capital, LLC | 0.01% | No change | 300 | $18K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 299 | $18K |
| Stephens Consulting, LLC | 0.00% | No change | 259 | $16K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 256 | $16K |
| Sage Mountain Advisors LLC | 0.00% | No change | 252 | $15K |
| Eastern Bank | 0.00% | New | 229 | $14K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 210 | $13K |
| Abich Financial Wealth Management LLC | 0.03% | Reduce -93.2% | 207 | $13K |
| Sunbelt Securities, Inc. | 0.00% | No change | 200 | $12K |
| Asset Dedication, LLC | 0.00% | New | 174 | $11K |
| Abound Wealth Management | 0.00% | No change | 167 | $10K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -84.0% | 153 | $9K |
| US Bancorp \de | 0.00% | No change | 150 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 125 | $8K |
| Farther Finance Advisors, LLC | 0.00% | New | 124 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 111 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 111 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 109 | $7K |
| Main Street Group, LTD | 0.00% | No change | 100 | $6K |
| Balentine LLC | 0.00% | No change | 74 | $5K |
| Piscataqua Savings Bank | 0.00% | No change | 50 | $3K |
| Horizon Bancorp Inc. | 0.00% | Reduce -23.3% | 46 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -76.3% | 33 | $2K |
| 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 |
| Fifth Third Bancorp | 0.00% | New | 22 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 20 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 22 | $1K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 12 | $683 |
| Earned Wealth Advisors, LLC | 0.00% | New | 7 | $426 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $244 |
| 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.