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

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions20$15.8M
Exits14$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
Moneco Advisors, LLC 0.07% Reduce -1.2% 10,612 $633K
Apollon Wealth Management, LLC 0.01% Add +18.7% 10,582 $631K
Evolution Wealth Advisors, LLC 0.10% No change 10,305 $615K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -88.7% 10,020 $608K
Clay Northam Wealth Management, LLC 0.39% Reduce -0.7% 10,171 $607K
HBK Sorce Advisory LLC 0.02% Reduce -0.1% 10,090 $602K
Abbot Financial Management, Inc. 0.30% Reduce -6.8% 10,027 $598K
Destination Wealth Management 0.02% Reduce -0.9% 10,010 $597K
Creative Planning 0.00% Add +29.7% 9,888 $590K
Blair William & Co. 0.00% Add +1.9% 9,853 $588K
Mezzasalma Advisors, LLC 0.19% New 9,731 $581K
Interactive Financial Advisors, Inc. 0.30% Reduce -2.8% 9,664 $577K
MGB Wealth Management, LLC 0.18% Add +0.4% 9,454 $564K
Lane & Associates LLC 0.29% Reduce -14.9% 9,074 $563K
CX Institutional 0.02% Add +16.4% 9,405 $561K
Wilson & Boucher Capital Management, LLC 0.38% Reduce -5.9% 9,051 $540K
Wealthfront Advisers LLC 0.00% Add +6.4% 8,908 $531K
WNY Asset Management, LLC 0.07% Reduce -6.8% 8,883 $530K
EP Wealth Advisors, LLC 0.00% Add +24.2% 8,710 $520K
Janney Montgomery Scott LLC 0.00% Add +7.4% 8,707 $519K
Comprehensive Money Management Services LLC 0.43% — 8,643 $516K
Exencial Wealth Advisors, LLC 0.02% Add +1.6% 8,566 $511K
Patriot Investment Management Group, Inc. 0.04% Reduce -9.4% 8,296 $495K
Prime Capital Investment Advisors, LLC 0.01% Add +12.7% 8,192 $489K
Strategic Blueprint, LLC 0.03% Reduce -28.7% 8,181 $488K
HB Wealth Management, LLC 0.00% Reduce -10.8% 8,025 $479K
Cannon Advisors, Inc. 0.40% Add +7.0% 7,925 $473K
Essex Financial Services, Inc. 0.03% Reduce -6.9% 7,816 $466K
Moseley Investment Management Inc. 0.18% Reduce -9.4% 7,710 $460K
Financial Partners Group, Inc 0.07% Reduce -4.5% 7,693 $459K
Sandy Spring Bank 0.02% No change 7,634 $455K
O'shaughnessy Asset Management, LLC 0.00% Add +37.4% 7,574 $452K
Captrust Financial Advisors 0.00% Reduce -1.4% 7,210 $430K
Beacon Pointe Advisors, LLC 0.00% Reduce -2.4% 7,185 $429K
McKinley Carter Wealth Services, Inc. 0.03% Add +0.3% 7,093 $423K
World Investment Advisors 0.01% New 6,958 $415K
GWN Securities Inc. 0.11% — 6,914 $414K
Christensen, King & Associates Investment Services, Inc. 0.19% Reduce -4.9% 6,675 $408K
Concord Wealth Partners 0.07% Reduce -44.0% 6,748 $403K
Venturi Wealth Management, LLC 0.02% Add +0.0% 6,188 $369K
OneDigital Investment Advisors LLC 0.00% Add +3.0% 6,050 $361K
Focus Financial Network, Inc. 0.01% Reduce -5.2% 5,862 $350K
Accurate Wealth Management, LLC 0.06% Reduce -0.5% 5,701 $338K
Foresight Capital Management Advisors, Inc. 0.20% Add +12.4% 5,646 $337K
Symmetry Partners, LLC 0.05% Reduce -0.9% 5,629 $336K
Debussy Capital Management LP 0.05% Add +9.8% 5,445 $335K
NewEdge Advisors, LLC 0.00% Add +6.6% 5,461 $326K
Farther Finance Advisors, LLC 0.01% Add +4239.5% 5,381 $321K
Harbour Investments, Inc. 0.01% No change 5,311 $317K
Root Financial Partners, LLC 0.04% Add +47.6% 5,290 $316K
Coastline Trust Co 0.04% No change 5,280 $315K
Comerica Bank 0.00% Reduce -8.7% 5,273 $315K
Hutchens & Kramer Investment Management Group, LLC 0.17% Reduce -6.6% 5,218 $311K
KFG Wealth Management, LLC 0.06% Reduce -9.7% 5,131 $306K
Eq LLC 0.14% Reduce -0.4% 4,902 $292K
GPS Wealth Strategies Group, LLC 0.04% Add +0.8% 4,886 $292K
Sanctuary Advisors, LLC 0.00% Reduce -6.7% 4,600 $287K
Stifel Financial Corp. 0.00% Reduce -6.5% 4,763 $284K
Collective Family Office LLC 0.08% No change 4,713 $281K
Detalus Advisors, LLC 0.09% Reduce -3.7% 4,567 $272K
Stratos Wealth Partners, LTD. 0.00% Reduce -19.5% 4,458 $266K
Citizens Financial Group Inc. 0.01% Reduce -6.7% 4,431 $264K
PFG Private Wealth Management, LLC 0.15% Add +0.8% 4,310 $257K
Selective Wealth Management, Inc. 0.10% No change 4,279 $255K
Mather Group, Llc. 0.00% No change 4,253 $254K
Tradition Wealth Management, LLC 0.02% Add +0.0% 4,206 $251K
Compound Planning, Inc. 0.01% Reduce -5.6% 4,128 $246K
Sigma Planning Corp 0.01% No change 4,044 $241K
CFO4Life Group, LLC 0.04% Add +0.3% 3,960 $236K
PNC Financial Services Group, Inc. 0.00% Add +2.3% 3,870 $231K
Equitable Holdings, Inc. 0.00% Add +1.0% 3,831 $229K
CIBC Private Wealth Group LLC 0.00% Add +5.5% 3,708 $224K
Fisher Asset Management 0.00% New 3,755 $224K
Centurion Wealth Management LLC 0.07% No change 3,609 $215K
Bouchey Financial Group, Ltd. 0.02% No change 3,588 $214K
Dakota Wealth Management 0.00% New 3,570 $213K
Benchmark Financial Wealth Advisors, LLC 0.07% Add +0.4% 3,543 $211K
Tolleson Wealth Management, Inc. 0.04% No change 3,511 $209K
Safeguard Financial, LLC 0.04% No change 3,460 $206K
Cedar Wealth Management, LLC 0.07% No change 3,445 $206K
Embree Financial Group 0.04% New 3,439 $205K
Crews Bank & Trust 0.03% — 3,383 $202K
IFG Advisory, LLC 0.01% New 3,375 $201K
Assetmark, Inc. 0.00% Reduce -16.4% 3,085 $184K
Financial Life Planners 0.14% — 2,746 $164K
Global Retirement Partners, LLC 0.00% No change 2,318 $138K
Hartford Financial Management Inc. 0.03% No change 2,198 $131K
JFS Wealth Advisors, LLC 0.01% No change 1,987 $119K
Allworth Financial LP 0.00% Add +62.7% 1,878 $117K
TD Capital Management LLC 0.01% Reduce -3.3% 1,909 $114K
Mascoma Wealth Management LLC 0.02% No change 1,637 $98K
Capital Analysts, LLC 0.00% No change 1,342 $80K
Howe & Rusling Inc. 0.01% New 1,076 $64K
CoreCap Advisors, LLC 0.00% Add +41.7% 1,009 $60K
Spire Wealth Management 0.00% Reduce -30.1% 979 $58K
Financial Network Wealth Advisors LLC 0.10% No change 882 $53K
Compass Planning Associates Inc 0.05% — 826 $49K
Steward Partners Investment Advisory, LLC 0.00% Reduce -8.3% 788 $47K
Glenmede Trust Co. NA 0.00% No change 777 $46K
Park Square Financial Group, LLC 0.03% — 700 $42K
MV Capital Management, Inc. 0.00% No change 667 $40K
Global Wealth Strategies & Associates 0.01% No change 640 $38K
Federation des caisses Desjardins du Quebec 0.00% Reduce -51.1% 613 $37K
Finley Financial, LLC 0.02% — 500 $30K
Barclays PLC 0.00% No change 492 $29K
Capital Investment Advisory Services, LLC 0.00% Reduce -34.9% 467 $28K
Godsey & Gibb, Inc. 0.00% No change 423 $25K
Cherry Tree Wealth Management, LLC 0.01% No change 419 $25K
JNBA Financial Advisors 0.00% No change 400 $24K
TD Waterhouse Canada Inc. 0.00% New 398 $24K
Ancora Advisors LLC 0.00% New 384 $23K
Key Financial Inc 0.00% No change 360 $21K
CENTRAL TRUST Co 0.00% No change 335 $20K
Dogwood Wealth Management LLC 0.01% No change 334 $20K
PrairieView Partners, LLC 0.00% No change 322 $19K
West Oak Capital, LLC 0.01% No change 300 $18K
Franklin Resources Inc. 0.00% No change 300 $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% No change 252 $15K
Eastern Bank 0.00% No change 229 $14K
Concourse Financial Group Securities, Inc. 0.00% Reduce -31.4% 205 $13K
Elevation Wealth Partners, LLC 0.01% No change 210 $13K
Sunbelt Securities, Inc. 0.00% No change 200 $12K
Tower Research Capital LLC (TRC) 0.00% Add +466.7% 187 $11K
Abound Wealth Management 0.00% No change 167 $10K
Richard W. Paul & Associates, LLC 0.00% No change 153 $9K
Bellwether Advisors, LLC 0.00% New 150 $9K
Blue Trust, Inc. 0.00% New 150 $9K
US Bancorp \de 0.00% No change 150 $9K
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 125 $7K
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% Add +1.0% 101 $6K
Hopwood Financial Services, Inc. 0.00% — 75 $4K
Balentine LLC 0.00% No change 74 $4K
Piscataqua Savings Bank 0.00% No change 50 $3K
Synergy Asset Management, LLC 0.00% New 47 $3K
Golden State Wealth Management, LLC 0.00% — 46 $3K
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% No change 22 $1K
Horizon Bancorp Inc. 0.00% Reduce -63.0% 17 $1K
Hantz Financial Services, Inc. 0.00% No change 22 $1K
First Horizon Advisors, Inc. 0.00% Reduce -98.8% 13 $775
NewSquare Capital LLC 0.00% New 5 $298
DHJJ Financial Advisors, Ltd. 0.00% No change 4 $239
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.