Ishar Fture Exp Tech ETF-UsdXTETF
13F holders, Q1 2025 (March 31)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 |
| Moneco Advisors, LLC | 0.06% | Reduce -2.2% | 10,378 | $597K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.9% | 10,376 | $597K |
| Clay Northam Wealth Management, LLC | 0.41% | Add +0.1% | 10,186 | $586K |
| Destination Wealth Management | 0.02% | Reduce -0.5% | 9,959 | $573K |
| Mission Financial Group, LLC | 0.52% | — | 8,327 | $568K |
| Blair William & Co. | 0.00% | Add +0.0% | 9,854 | $567K |
| Captrust Financial Advisors | 0.00% | Add +35.3% | 9,752 | $561K |
| Mezzasalma Advisors, LLC | 0.19% | No change | 9,731 | $560K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -4.6% | 9,627 | $554K |
| MGB Wealth Management, LLC | 0.20% | Add +1.1% | 9,554 | $550K |
| Interactive Financial Advisors, Inc. | 0.29% | Reduce -1.3% | 9,540 | $549K |
| Evolution Wealth Advisors, LLC | 0.09% | Reduce -7.5% | 9,535 | $549K |
| Wilson & Boucher Capital Management, LLC | 0.39% | No change | 9,051 | $521K |
| Lane & Associates LLC | 0.28% | Reduce -2.1% | 8,883 | $511K |
| Wealthfront Advisers LLC | 0.00% | Reduce -1.1% | 8,811 | $507K |
| Check Capital Management Inc. | 0.03% | Reduce -29.3% | 8,800 | $507K |
| Creative Planning | 0.00% | Reduce -11.3% | 8,773 | $505K |
| Janney Montgomery Scott LLC | 0.00% | No change | 8,707 | $501K |
| Fortress Financial Solutions, LLC | 0.72% | Reduce -64.9% | 8,682 | $500K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -1.7% | 8,424 | $485K |
| Moseley Investment Management Inc. | 0.19% | Add +7.3% | 8,275 | $476K |
| Debussy Capital Management LP | 0.08% | Add +50.4% | 8,191 | $471K |
| WNY Asset Management, LLC | 0.06% | Reduce -8.6% | 8,123 | $468K |
| Essex Financial Services, Inc. | 0.03% | Add +3.7% | 8,105 | $467K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -2.8% | 8,061 | $464K |
| Comprehensive Money Management Services LLC | 0.37% | Reduce -8.1% | 7,943 | $457K |
| Farther Finance Advisors, LLC | 0.01% | Add +46.6% | 7,891 | $454K |
| HRT Financial LP | 0.00% | New | 7,830 | $450K |
| Strategic Blueprint, LLC | 0.02% | Reduce -6.6% | 7,640 | $440K |
| Sandy Spring Bank | 0.02% | No change | 7,634 | $439K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -13.1% | 7,572 | $436K |
| Financial Partners Group, Inc | 0.07% | Reduce -2.1% | 7,534 | $434K |
| HB Wealth Management, LLC | 0.00% | Reduce -6.2% | 7,525 | $433K |
| Detalus Advisors, LLC | 0.13% | Add +62.6% | 7,424 | $427K |
| CX Institutional | 0.02% | Reduce -22.4% | 7,302 | $420K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.0% | 7,186 | $414K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -5.3% | 7,172 | $413K |
| McKinley Carter Wealth Services, Inc. | 0.03% | No change | 7,093 | $408K |
| World Investment Advisors | 0.01% | Reduce -0.5% | 6,921 | $398K |
| IHT Wealth Management, LLC | 0.01% | Reduce -55.6% | 6,609 | $380K |
| RFG Advisory, LLC | 0.01% | New | 6,270 | $361K |
| Two Sigma Securities, LLC | 0.05% | New | 6,190 | $356K |
| Foresight Capital Management Advisors, Inc. | 0.22% | Add +8.0% | 6,096 | $351K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.0% | 6,051 | $348K |
| Cannon Advisors, Inc. | 0.31% | Reduce -25.7% | 5,886 | $339K |
| Christensen, King & Associates Investment Services, Inc. | 0.16% | Reduce -17.0% | 5,538 | $335K |
| Focus Financial Network, Inc. | 0.01% | Reduce -3.9% | 5,632 | $324K |
| Symmetry Partners, LLC | 0.04% | Reduce -0.9% | 5,578 | $321K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -10.4% | 5,547 | $319K |
| Accurate Wealth Management, LLC | 0.06% | No change | 5,701 | $308K |
| GPS Wealth Strategies Group, LLC | 0.04% | Add +9.0% | 5,327 | $307K |
| VestGen Advisors, LLC | 0.01% | — | 5,327 | $307K |
| Root Financial Partners, LLC | 0.03% | No change | 5,290 | $304K |
| Coastline Trust Co | 0.04% | No change | 5,280 | $304K |
| Harbour Investments, Inc. | 0.01% | Reduce -3.3% | 5,137 | $296K |
| Comerica Bank | 0.00% | Reduce -2.7% | 5,132 | $295K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | Reduce -3.1% | 5,057 | $291K |
| Eq LLC | 0.13% | Reduce -0.8% | 4,863 | $280K |
| KFG Wealth Management, LLC | 0.05% | Reduce -5.3% | 4,861 | $280K |
| Collective Family Office LLC | 0.07% | No change | 4,713 | $271K |
| NewEdge Advisors, LLC | 0.00% | Reduce -14.4% | 4,672 | $269K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 4,608 | $265K |
| Concord Wealth Partners | 0.04% | Reduce -32.9% | 4,526 | $261K |
| Equitable Holdings, Inc. | 0.00% | Add +16.6% | 4,467 | $257K |
| Stifel Financial Corp. | 0.00% | Reduce -7.4% | 4,410 | $254K |
| Citizens Financial Group Inc. | 0.01% | Reduce -1.1% | 4,383 | $252K |
| PFG Private Wealth Management, LLC | 0.13% | No change | 4,310 | $248K |
| Mather Group, Llc. | 0.00% | No change | 4,253 | $245K |
| Tradition Wealth Management, LLC | 0.02% | No change | 4,206 | $242K |
| Sigma Planning Corp | 0.01% | Add +2.5% | 4,144 | $239K |
| Compound Planning, Inc. | 0.01% | Reduce -0.7% | 4,100 | $236K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -8.8% | 4,067 | $234K |
| Selective Wealth Management, Inc. | 0.10% | No change | 4,279 | $232K |
| CFO4Life Group, LLC | 0.04% | Add +0.0% | 3,961 | $228K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 3,862 | $222K |
| Talon Private Wealth, LLC | 0.03% | New | 3,659 | $221K |
| JPMorgan Chase & Co. | 0.00% | Reduce -81.5% | 3,810 | $219K |
| Centurion Wealth Management LLC | 0.07% | No change | 3,609 | $215K |
| Assetmark, Inc. | 0.00% | Add +18.3% | 3,649 | $210K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 3,588 | $207K |
| Dakota Wealth Management | 0.00% | No change | 3,570 | $205K |
| Tolleson Wealth Management, Inc. | 0.04% | No change | 3,511 | $202K |
| Citadel Advisors | 0.00% | Reduce -92.2% | 3,499 | $201K |
| Cedar Wealth Management, LLC | 0.07% | No change | 3,445 | $198K |
| Crews Bank & Trust | 0.03% | No change | 3,383 | $195K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.2% | 3,514 | $175K |
| Financial Life Planners | 0.15% | No change | 2,746 | $158K |
| SVB Wealth LLC | 0.01% | Reduce -91.5% | 2,600 | $150K |
| Hartford Financial Management Inc. | 0.03% | No change | 2,198 | $127K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 1,987 | $114K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +110.0% | 1,655 | $95K |
| Mascoma Wealth Management LLC | 0.02% | No change | 1,637 | $94K |
| AlphaCore Capital LLC | 0.01% | Reduce -93.9% | 1,575 | $91K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,420 | $82K |
| Allworth Financial LP | 0.00% | Reduce -24.2% | 1,423 | $81K |
| Capital Analysts, LLC | 0.00% | No change | 1,342 | $77K |
| Arlington Trust Co LLC | 0.01% | New | 1,000 | $58K |
| Spire Wealth Management | 0.00% | No change | 979 | $56K |
| Financial Network Wealth Advisors LLC | 0.07% | No change | 882 | $51K |
| Park Square Financial Group, LLC | 0.04% | Add +22.9% | 860 | $50K |
| Glenmede Trust Co. NA | 0.00% | Reduce -3.5% | 750 | $43K |
| Tsfg, LLC | 0.01% | Add +33600.0% | 674 | $39K |
| MV Capital Management, Inc. | 0.00% | No change | 667 | $38K |
| CoreCap Advisors, LLC | 0.00% | Reduce -34.5% | 661 | $38K |
| Global Wealth Strategies & Associates | 0.01% | No change | 640 | $37K |
| TD Capital Management LLC | 0.00% | Reduce -67.9% | 612 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 573 | $33K |
| Finley Financial, LLC | 0.02% | No change | 500 | $29K |
| Barclays PLC | 0.00% | No change | 492 | $28K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 467 | $27K |
| Godsey & Gibb, Inc. | 0.00% | No change | 423 | $24K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 419 | $24K |
| JNBA Financial Advisors | 0.00% | No change | 400 | $23K |
| Key Financial Inc | 0.00% | No change | 360 | $21K |
| CENTRAL TRUST Co | 0.00% | No change | 335 | $19K |
| Dogwood Wealth Management LLC | 0.01% | No change | 334 | $19K |
| PrairieView Partners, LLC | 0.00% | No change | 322 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -50.2% | 305 | $18K |
| West Oak Capital, LLC | 0.01% | No change | 300 | $17K |
| Sunbelt Securities, Inc. | 0.00% | Add +50.0% | 300 | $17K |
| Franklin Resources Inc. | 0.00% | No change | 300 | $17K |
| Stephens Consulting, LLC | 0.00% | No change | 259 | $15K |
| Morris Financial Concepts, Inc. | 0.01% | Add +0.4% | 257 | $15K |
| Sage Mountain Advisors LLC | 0.00% | No change | 252 | $15K |
| Eastern Bank | 0.00% | No change | 229 | $13K |
| Ancora Advisors LLC | 0.00% | Reduce -43.0% | 219 | $13K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 210 | $12K |
| Abound Wealth Management | 0.00% | No change | 167 | $10K |
| Bellwether Advisors, LLC | 0.00% | No change | 150 | $9K |
| US Bancorp \de | 0.00% | No change | 150 | $9K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 125 | $7K |
| Main Street Group, LTD | 0.00% | No change | 101 | $6K |
| Balentine LLC | 0.00% | No change | 74 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 50 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 46 | $3K |
| Wolff Wiese Magana LLC | 0.00% | New | 42 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -80.2% | 37 | $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% | No change | 22 | $1K |
| Horizon Bancorp Inc. | 0.00% | No change | 17 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 22 | $1K |
| First Horizon Advisors, Inc. | 0.00% | No change | 13 | $748 |
| NewSquare Capital LLC | 0.00% | No change | 5 | $288 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 4 | $231 |
"% 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.