Ishar Fture Exp Tech ETF-UsdXTETF
13F holders, Q4 2024 (December 31)249holders +15
20new positions
14sold out
3famous investors
$59.66avg. 13F price*
At the end of Q4 2024, 249 institutions reported holding Ishar Fture Exp Tech ETF-Usd (XT) in their 13F filings, up 15 from Q3 2024. 20 opened new positions and 14 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.1B), Bank of America Corp. ($42.6M) and LPL Financial LLC ($41.3M). 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 Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Ishar Fture Exp Tech ETF-Usd
- Filed as
- ISHARES TR (Q4 2024)
- CUSIP
- 46434V381
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $15.8M |
| Exits | 14 | $1.8M |
All 13F filers, Q3 2024 → Q4 2024: 1,591,131 shares bought and 1,251,221 shares sold, net +339,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| Financial Engines Advisors L.L.C. | 4.35% | Add +1.3% | 34,675,164 | $2.1B |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 714,573 | $42.6M |
| LPL Financial LLC | 0.02% | Reduce -0.9% | 692,872 | $41.3M |
| Morgan Stanley | 0.00% | Add +66.9% | 554,355 | $33.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -20.0% | 369,657 | $22.1M |
| UBS Group AG | 0.00% | Reduce -2.0% | 367,760 | $21.9M |
| Baird Financial Group, Inc. | 0.03% | Add +334.4% | 262,924 | $15.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -12.0% | 248,068 | $14.8M |
| Raymond James Financial Inc. | 0.01% | — | 236,006 | $14.1M |
| Stratos Investment Management, LLC | 0.76% | Add +16.2% | 212,963 | $12.7M |
| New England Private Wealth Advisors LLC | 1.98% | Reduce -18.3% | 208,972 | $12.5M |
| Cwm, LLC | 0.05% | Add +736.3% | 207,531 | $12.4M |
| Wealthcare Advisory Partners LLC | 0.28% | Add +1.9% | 167,263 | $10.0M |
| Mariner, LLC | 0.02% | Add +1.2% | 166,055 | $9.9M |
| Dynamic Advisor Solutions LLC | 0.42% | Add +0.6% | 162,157 | $9.7M |
| Stratos Wealth Advisors, LLC | 0.39% | Reduce -33.0% | 137,982 | $8.2M |
| Betterment LLC | 0.02% | Add +0.9% | 133,701 | $8.0M |
| CFS Investment Advisory Services, LLC | 0.65% | Reduce -1.1% | 120,600 | $7.2M |
| Segment Wealth Management, LLC | 0.49% | Reduce -3.5% | 119,680 | $7.1M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -2.4% | 114,644 | $6.8M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -2.4% | 114,644 | $6.8M |
| Archford Capital Strategies, LLC | 1.02% | Reduce -3.5% | 112,905 | $6.7M |
| Clearwater Capital Advisors, LLC | 0.62% | Add +2.1% | 105,816 | $6.3M |
| VAUGHAN & Co SECURITIES, INC. | 3.56% | Add +0.1% | 98,869 | $5.9M |
| Cibc World Market Inc. | 0.01% | Reduce -0.6% | 91,699 | $5.5M |
| Barrett & Company, Inc. | 2.24% | Add +0.8% | 88,908 | $5.3M |
| Daymark Wealth Partners, LLC | 0.22% | Add +2.1% | 88,021 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.5% | 87,084 | $5.2M |
| Old Mission Capital LLC | 0.11% | New | 81,668 | $4.9M |
| Destiny Wealth Partners, LLC | 0.79% | Add +0.9% | 80,624 | $4.8M |
| Brookstone Capital Management | 0.07% | Reduce -3.1% | 79,276 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +154.3% | 73,075 | $4.4M |
| Wells Fargo & Company | 0.00% | Reduce -55.5% | 73,014 | $4.4M |
| Mgo One Seven LLC | 0.16% | Add +13.2% | 70,548 | $4.2M |
| Wharton Business Group, LLC | 0.19% | Add +8.1% | 69,970 | $4.2M |
| Valmark Advisers, Inc. | 0.06% | Add +3.8% | 61,265 | $3.7M |
| Renaissance Technologies | 0.00% | Add +415.8% | 52,100 | $3.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.50% | Add +0.3% | 49,485 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 48,984 | $2.9M |
| Truist Financial Corp. | 0.00% | Reduce -32.8% | 47,784 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.9% | 46,027 | $2.7M |
| Citadel Advisors | 0.00% | Add +144.2% | 44,671 | $2.7M |
| MML Investors Services, LLC | 0.01% | Reduce -51.9% | 43,556 | $2.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.4% | 42,335 | $2.5M |
| Flow Traders U.S. LLC | 0.10% | New | 40,993 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +24.4% | 40,446 | $2.4M |
| Rothschild Wealth LLC | 0.66% | Add +143.1% | 37,891 | $2.3M |
| Evergreen Capital Management LLC | 0.07% | Reduce -8.5% | 36,443 | $2.2M |
| Strategic Wealth Investment Group, LLC | 0.12% | Reduce -1.9% | 35,349 | $2.1M |
| Alpha Financial Advisors, LLC | 0.95% | Reduce -90.5% | 35,177 | $2.1M |
| PFG Advisors | 0.12% | Add +8.2% | 34,146 | $2.0M |
| Wealthcare Capital Partners, LLC | 1.05% | — | 33,809 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +14.3% | 33,523 | $2.0M |
| Berger Financial Group, Inc | 0.14% | Reduce -14.7% | 32,936 | $2.0M |
| FMR LLC | 0.00% | Add +11.1% | 31,101 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.4% | 30,733 | $1.8M |
| SVB Wealth LLC | 0.03% | New | 30,610 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.0% | 30,238 | $1.8M |
| AlphaCore Capital LLC | 0.33% | Reduce -85.1% | 25,856 | $1.5M |
| Qube Research & Technologies Ltd | 0.00% | New | 25,226 | $1.5M |
| GTS Securities LLC | 0.07% | New | 25,194 | $1.5M |
| Fortress Financial Solutions, LLC | 2.10% | — | 24,729 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.3% | 23,648 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +4.6% | 22,443 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +10.0% | 21,245 | $1.3M |
| Bank of Montreal | 0.00% | No change | 21,072 | $1.3M |
| Pallas Capital Advisors LLC | 0.05% | Add +1.6% | 21,006 | $1.3M |
| Valley National Advisers Inc. | 0.22% | Reduce -1.7% | 20,963 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +379.8% | 20,611 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.09% | No change | 20,483 | $1.2M |
| BostonPremier Wealth LLC | 0.68% | — | 18,912 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -10.2% | 18,907 | $1.1M |
| MAI Capital Management | 0.01% | Add +2.1% | 18,889 | $1.1M |
| Crescent Grove Advisors, LLC | 0.11% | Reduce -41.5% | 18,759 | $1.1M |
| Sax Wealth Advisors, LLC | 0.09% | Add +0.4% | 18,565 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +47.8% | 18,000 | $1.1M |
| Family Office Research LLC | 0.47% | — | 17,821 | $1.1M |
| IFP Advisors, Inc | 0.03% | Reduce -5.3% | 16,983 | $1.0M |
| Essential Planning, LLC. | 0.01% | New | 16,250 | $988K |
| Glen Eagle Advisors, LLC | 0.16% | Reduce -6.4% | 16,467 | $982K |
| SPC Financial, Inc. | 0.08% | Add +0.3% | 16,136 | $963K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +2.3% | 15,746 | $939K |
| Sowell Financial Services LLC | 0.05% | Add +0.0% | 15,374 | $917K |
| Jane Street Group, LLC | 0.00% | Reduce -84.5% | 15,301 | $913K |
| AE Wealth Management LLC | 0.01% | Add +8.8% | 14,983 | $894K |
| IHT Wealth Management, LLC | 0.03% | Reduce -2.7% | 14,872 | $887K |
| Cerity Partners LLC | 0.00% | Add +10.2% | 14,757 | $880K |
| Cetera Investment Advisers | 0.00% | Reduce -3.7% | 14,548 | $868K |
| Focus Partners Wealth | 0.00% | Add +10.8% | 14,112 | $842K |
| Courier Capital LLC | 0.05% | Add +0.6% | 13,121 | $783K |
| Private Advisor Group, LLC | 0.00% | Add +9.3% | 12,775 | $762K |
| Ally Invest Advisors Inc. | 0.07% | Add +20.4% | 12,714 | $759K |
| Check Capital Management Inc. | 0.05% | No change | 12,450 | $743K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | No change | 12,187 | $727K |
| VERITY Wealth Advisors | 0.51% | No change | 11,780 | $703K |
| Wealthcare Capital Management LLC | 0.07% | Reduce -5.3% | 11,634 | $694K |
| Econ Financial Services Corp | 0.39% | New | 11,374 | $679K |
| REDW Wealth LLC | 0.23% | Reduce -39.5% | 11,240 | $671K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.8% | 11,203 | $668K |
| Uniting Wealth Partners, LLC | 0.32% | — | 10,953 | $653K |
"% 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.