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

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions17$18.1M
Exits22$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.