Ishar Fture Exp Tech ETF-UsdXTETF
13F holders, Q1 2025 (March 31)245holders −4
17new positions
22sold out
3famous investors
$57.56avg. 13F price*
At the end of Q1 2025, 245 institutions reported holding Ishar Fture Exp Tech ETF-Usd (XT) in their 13F filings, down 4 from Q4 2024. 17 opened new positions and 22 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.0B), LPL Financial LLC ($41.9M) and Morgan Stanley ($20.1M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishar Fture Exp Tech ETF-Usd
- Filed as
- ISHARES TR (Q1 2025)
- CUSIP
- 46434V381
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $18.1M |
| Exits | 22 | $14.1M |
All 13F filers, Q4 2024 → Q1 2025: 818,219 shares bought and 1,942,512 shares sold, net −1,124,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 245 holders
| Financial Engines Advisors L.L.C. | 4.24% | Reduce -1.1% | 34,305,434 | $2.0B |
| LPL Financial LLC | 0.02% | Add +5.0% | 727,590 | $41.9M |
| Morgan Stanley | 0.00% | Reduce -37.1% | 348,436 | $20.1M |
| Bank of America Corp. | 0.00% | Reduce -58.5% | 296,852 | $17.1M |
| Baird Financial Group, Inc. | 0.03% | Add +2.7% | 270,134 | $15.5M |
| UBS Group AG | 0.00% | Reduce -27.9% | 265,089 | $15.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.8% | 263,329 | $15.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.5% | 246,762 | $14.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -10.7% | 210,819 | $12.1M |
| Stratos Investment Management, LLC | 0.64% | Reduce -1.6% | 209,512 | $12.1M |
| Cwm, LLC | 0.05% | Reduce -2.5% | 202,259 | $11.6M |
| New England Private Wealth Advisors LLC | 1.78% | Reduce -4.1% | 200,447 | $11.5M |
| Dynamic Advisor Solutions LLC | 0.33% | Add +6.2% | 172,153 | $9.9M |
| Wealthcare Advisory Partners LLC | 0.25% | Reduce -2.6% | 162,929 | $9.4M |
| Jane Street Group, LLC | 0.02% | Add +946.8% | 160,177 | $9.2M |
| Mariner, LLC | 0.01% | Reduce -9.0% | 151,066 | $8.7M |
| Prime Capital Investment Advisors, LLC | 0.10% | Add +1734.8% | 150,309 | $8.7M |
| Betterment LLC | 0.02% | Add +10.6% | 147,815 | $8.5M |
| Stratos Wealth Advisors, LLC | 0.43% | Reduce -2.0% | 135,269 | $7.8M |
| CFS Investment Advisory Services, LLC | 0.61% | Reduce -0.4% | 120,088 | $6.9M |
| Segment Wealth Management, LLC | 0.43% | Reduce -6.7% | 111,663 | $6.4M |
| Clearwater Capital Advisors, LLC | 0.60% | Add +2.0% | 107,885 | $6.2M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -8.2% | 105,250 | $6.1M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -8.2% | 105,250 | $6.1M |
| Cibc World Market Inc. | 0.01% | Reduce -0.3% | 91,429 | $5.3M |
| Barrett & Company, Inc. | 2.26% | Add +2.4% | 91,074 | $5.2M |
| Daymark Wealth Partners, LLC | 0.22% | Add +0.3% | 88,285 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.3% | 84,180 | $4.8M |
| Destiny Wealth Partners, LLC | 0.76% | Add +3.6% | 83,504 | $4.8M |
| Brookstone Capital Management | 0.07% | Add +3.7% | 82,198 | $4.7M |
| Arkadios Wealth Advisors | 0.18% | New | 80,782 | $4.6M |
| Wells Fargo & Company | 0.00% | Add +5.1% | 76,746 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.0% | 71,595 | $4.1M |
| Mgo One Seven LLC | 0.16% | Add +0.5% | 70,880 | $4.1M |
| Wharton Business Group, LLC | 0.18% | No change | 69,970 | $4.0M |
| VAUGHAN & Co SECURITIES, INC. | 2.48% | Reduce -29.8% | 69,451 | $4.0M |
| Valmark Advisers, Inc. | 0.06% | Add +9.9% | 67,342 | $3.9M |
| Renaissance Technologies | 0.01% | Add +17.3% | 61,100 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +21.0% | 48,953 | $2.8M |
| Truist Financial Corp. | 0.00% | Add +1.4% | 48,446 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -3.1% | 47,458 | $2.7M |
| Crossmark Global Holdings, Inc. | 0.05% | New | 46,156 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Add +8.7% | 46,013 | $2.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.46% | Reduce -7.4% | 45,820 | $2.6M |
| Ritholtz Wealth Management | 0.08% | New | 44,189 | $2.5M |
| MML Investors Services, LLC | 0.01% | Reduce -6.0% | 40,920 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +55.5% | 39,225 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +62.0% | 38,312 | $2.2M |
| PFG Advisors | 0.12% | Add +5.5% | 36,036 | $2.1M |
| Wealthcare Capital Partners, LLC | 0.99% | Reduce -1.1% | 33,433 | $1.9M |
| Econ Financial Services Corp | 1.02% | Add +192.3% | 33,248 | $1.9M |
| FMR LLC | 0.00% | Add +6.5% | 33,115 | $1.9M |
| Berger Financial Group, Inc | 0.13% | Reduce -1.6% | 32,419 | $1.9M |
| Evergreen Capital Management LLC | 0.06% | Reduce -14.8% | 31,050 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.4% | 30,606 | $1.8M |
| Tidal Investments LLC | 0.01% | New | 28,913 | $1.7M |
| Rothschild Wealth LLC | 0.46% | Reduce -25.2% | 28,348 | $1.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +179.6% | 28,020 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -13.4% | 26,178 | $1.5M |
| Sweeney & Michel, LLC | 0.61% | — | 28,163 | $1.4M |
| Atlas Private Wealth Advisors | 0.19% | New | 23,426 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +2.5% | 22,993 | $1.3M |
| Bank of Montreal | 0.00% | Add +6.3% | 22,397 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.8% | 22,269 | $1.3M |
| Prospera Financial Services Inc | 0.03% | New | 21,851 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.09% | No change | 20,483 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.5% | 20,126 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -4.6% | 20,040 | $1.2M |
| Valley National Advisers Inc. | 0.20% | Reduce -8.3% | 19,228 | $1.1M |
| BostonPremier Wealth LLC | 0.69% | Add +1.5% | 19,199 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -59.5% | 18,644 | $1.1M |
| Crescent Grove Advisors, LLC | 0.11% | Reduce -0.6% | 18,643 | $1.1M |
| Sax Wealth Advisors, LLC | 0.08% | No change | 18,565 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -4.3% | 18,073 | $1.0M |
| Cerity Partners LLC | 0.00% | Add +22.0% | 18,007 | $1.0M |
| GWN Securities Inc. | 0.06% | Add +153.3% | 17,511 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -49.4% | 16,953 | $976K |
| IFP Advisors, Inc | 0.03% | Reduce -1.2% | 16,772 | $966K |
| Advisor Resource Council | 0.08% | New | 16,559 | $953K |
| SPC Financial, Inc. | 0.08% | Add +1.3% | 16,350 | $941K |
| AE Wealth Management LLC | 0.01% | Add +8.2% | 16,215 | $933K |
| Archford Capital Strategies, LLC | 0.13% | Reduce -86.0% | 15,847 | $912K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.3% | 15,387 | $886K |
| Sowell Financial Services LLC | 0.04% | No change | 15,374 | $885K |
| Gotham Asset Management | 0.01% | New | 15,000 | $863K |
| Glen Eagle Advisors, LLC | 0.14% | Reduce -11.7% | 14,549 | $837K |
| Cetera Investment Advisers | 0.00% | Reduce -3.6% | 14,020 | $807K |
| Family Office Research LLC | 0.39% | Reduce -22.9% | 13,748 | $791K |
| Courier Capital LLC | 0.05% | Reduce -0.9% | 13,005 | $749K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -28.2% | 12,919 | $744K |
| Ally Invest Advisors Inc. | 0.06% | Reduce -1.5% | 12,522 | $721K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.6% | 12,442 | $716K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.11% | Reduce -0.5% | 12,124 | $702K |
| Focus Partners Wealth | 0.00% | Reduce -14.7% | 12,043 | $693K |
| VERITY Wealth Advisors | 0.50% | No change | 11,780 | $678K |
| Flow Traders U.S. LLC | 0.03% | Reduce -72.3% | 11,334 | $652K |
| McGinn Penninger Investment Management, Inc. | 0.42% | New | 11,273 | $649K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.5% | 11,148 | $642K |
| REDW Wealth LLC | 0.24% | Reduce -1.3% | 11,094 | $639K |
| Wealthcare Capital Management LLC | 0.06% | Reduce -5.0% | 11,051 | $636K |
"% 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.