Ishar Fture Exp Tech ETF-UsdXTETF

13F holders, Q2 2025 (June 30)
263holders +18
36new positions
18sold out
3famous investors
$65.26avg. 13F price*

At the end of Q2 2025, 263 institutions reported holding Ishar Fture Exp Tech ETF-Usd (XT) in their 13F filings, up 18 from Q1 2025. 36 opened new positions and 18 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.3B), LPL Financial LLC ($44.8M) and Ameriprise Financial Inc. ($41.9M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Ishar Fture Exp Tech ETF-Usd
Filed as
ISHARES TR (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions36$8.0M
Exits18$11.4M

All 13F filers, Q1 2025 → Q2 2025: 1,608,631 shares bought and 1,031,111 shares sold, net +577,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 263 holders

Financial Engines Advisors L.L.C. 4.51% Add +0.9% 34,614,440 $2.3B
LPL Financial LLC 0.01% Reduce -5.6% 686,674 $44.8M
Ameriprise Financial Inc. 0.01% Add +143.7% 641,593 $41.9M
Baird Financial Group, Inc. 0.03% Add +8.3% 292,585 $19.1M
Bank of America Corp. 0.00% Reduce -3.1% 287,652 $18.8M
Morgan Stanley 0.00% Reduce -21.1% 274,900 $17.9M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +856.5% 268,020 $17.5M
UBS Group AG 0.00% Reduce -0.7% 263,326 $17.2M
Commonwealth Equity Services, LLC 0.02% Add +2.2% 252,292 $16.5M
Wealthcare Advisory Partners LLC 0.36% Add +49.6% 243,773 $15.9M
Raymond James Financial Inc. 0.00% Reduce -0.4% 209,967 $13.7M
New England Private Wealth Advisors LLC 1.95% Reduce -0.1% 200,335 $13.4M
Wharton Business Group, LLC 0.56% Add +189.9% 202,875 $13.2M
Citadel Advisors 0.01% Add +5483.7% 195,373 $12.7M
Cwm, LLC 0.04% Reduce -6.3% 189,514 $12.4M
Stratos Investment Management, LLC 0.54% Reduce -13.7% 180,879 $11.8M
Dynamic Advisor Solutions LLC 0.35% Add +0.6% 173,122 $11.3M
Mariner, LLC 0.01% Reduce -9.2% 137,103 $8.9M
Stratos Wealth Advisors, LLC 0.46% Reduce -1.1% 133,813 $8.7M
CFS Investment Advisory Services, LLC 0.63% Reduce -1.2% 118,612 $7.7M
Clearwater Capital Advisors, LLC 0.67% Add +3.6% 111,724 $7.3M
Segment Wealth Management, LLC 0.45% Reduce -3.1% 108,171 $7.1M
Betterment LLC 0.01% Reduce -32.8% 99,389 $6.5M
Orion Porfolio Solutions, LLC 0.06% Reduce -5.8% 99,102 $6.5M
Kestra Advisory Services, LLC 0.03% Add +36.1% 97,424 $6.4M
Barrett & Company, Inc. 2.26% Add +1.3% 92,252 $6.0M
Cibc World Market Inc. 0.01% Reduce -0.4% 91,026 $5.9M
Brookstone Capital Management 0.08% Add +10.0% 90,384 $5.9M
Daymark Wealth Partners, LLC 0.22% Add +2.3% 90,338 $5.9M
Arkadios Wealth Advisors 0.17% Add +6.4% 85,960 $5.6M
Envestnet Asset Management Inc. 0.00% Reduce -2.0% 82,530 $5.4M
Mgo One Seven LLC 0.15% Add +3.5% 73,378 $4.8M
Valmark Advisers, Inc. 0.06% Add +0.3% 67,542 $4.4M
Wells Fargo & Company 0.00% Reduce -12.1% 67,482 $4.4M
Jones Financial Companies LLLP 0.00% Add +15.4% 56,506 $3.7M
Jane Street Group, LLC 0.01% Reduce -68.3% 50,722 $3.3M
Truist Financial Corp. 0.00% Reduce -1.8% 47,574 $3.1M
Atlas Private Wealth Advisors 0.39% Add +100.0% 46,844 $3.1M
Royal Bank of Canada 0.00% Reduce -6.9% 44,195 $2.9M
Osaic Holdings, Inc. 0.01% Reduce -5.8% 43,324 $2.8M
Crossmark Global Holdings, Inc. 0.04% Reduce -9.7% 41,696 $2.7M
Baron Silver Stevens Financial Advisors, LLC 0.42% Reduce -11.6% 40,491 $2.6M
PFG Advisors 0.12% Add +10.2% 39,698 $2.6M
MML Investors Services, LLC 0.01% Reduce -5.8% 38,551 $2.5M
FMR LLC 0.00% Reduce -3.9% 31,837 $2.1M
Wealthcare Capital Partners, LLC 1.04% Reduce -5.1% 31,725 $2.1M
Destiny Wealth Partners, LLC 0.27% Reduce -63.1% 30,815 $2.0M
Evergreen Capital Management LLC 0.06% Reduce -2.0% 30,441 $2.0M
Sweeney & Michel, LLC 0.69% Add +5.8% 29,790 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +11.5% 29,180 $1.9M
Avantax Advisory Services, Inc. 0.01% Reduce -7.0% 28,476 $1.9M
Berger Financial Group, Inc 0.11% Reduce -16.6% 27,042 $1.8M
Rothschild Wealth LLC 0.42% Reduce -7.6% 26,193 $1.7M
Gladstone Institutional Advisory LLC 0.07% Add +9.3% 25,133 $1.6M
Renaissance Technologies 0.00% Reduce -59.6% 24,700 $1.6M
Bank of Montreal 0.00% Add +0.1% 22,427 $1.5M
Northwestern Mutual Wealth Management Co. 0.00% Add +8.0% 21,743 $1.4M
Kingsview Wealth Management, LLC 0.02% Reduce -2.4% 21,738 $1.4M
Gotham Asset Management 0.01% Add +39.3% 20,887 $1.4M
Ritholtz Wealth Management 0.03% Reduce -53.6% 20,508 $1.3M
Jaffetilchin Investment Partners, LLC 0.09% No change 20,483 $1.3M
BostonPremier Wealth LLC 0.70% Add +0.6% 19,308 $1.3M
Christopher J. Hasenberg, Inc 0.46% New 19,020 $1.2M
GWN Securities Inc. 0.23% Add +6.2% 18,597 $1.2M
Valley National Advisers Inc. 0.20% Reduce -3.9% 18,480 $1.2M
Crescent Grove Advisors, LLC 0.11% Reduce -6.5% 17,435 $1.1M
HighTower Advisors, LLC 0.00% Reduce -9.5% 16,871 $1.1M
Cerity Partners LLC 0.00% Reduce -8.2% 16,524 $1.1M
SPC Financial, Inc. 0.09% Add +0.9% 16,495 $1.1M
Qube Research & Technologies Ltd 0.00% Reduce -58.4% 16,336 $1.1M
MAI Capital Management 0.01% Reduce -12.8% 15,760 $1.0M
Sowell Financial Services LLC 0.04% No change 15,374 $1.0M
AE Wealth Management LLC 0.01% Reduce -5.6% 15,304 $999K
Wealthspire Retirement, LLC 0.06% New 14,938 $975K
Cetera Investment Advisers 0.00% Add +4.8% 14,691 $959K
Integrated Wealth Concepts LLC 0.01% Reduce -14.7% 14,455 $943K
Family Office Research LLC 0.42% Reduce -0.3% 13,700 $894K
Glen Eagle Advisors, LLC 0.14% Reduce -6.7% 13,576 $886K
Ally Invest Advisors Inc. 0.07% Add +4.9% 13,135 $857K
Courier Capital LLC 0.05% Reduce -1.4% 12,821 $837K
VAUGHAN & Co SECURITIES, INC. 0.47% Reduce -81.9% 12,591 $822K
Pallas Capital Advisors LLC 0.03% Reduce -40.0% 12,025 $785K
Focus Partners Wealth 0.00% Reduce -2.0% 11,801 $770K
VERITY Wealth Advisors 0.52% No change 11,780 $769K
O'shaughnessy Asset Management, LLC 0.01% Add +61.1% 11,551 $754K
Apollon Wealth Management, LLC 0.01% Add +9.7% 11,387 $743K
Private Advisor Group, LLC 0.00% Reduce -8.5% 11,383 $743K
Sax Wealth Advisors, LLC 0.04% Reduce -39.2% 11,283 $736K
PNC Financial Services Group, Inc. 0.00% Add +190.0% 11,201 $731K
McGinn Penninger Investment Management, Inc. 0.46% Reduce -0.8% 11,181 $730K
Wealthfront Advisers LLC 0.00% Add +26.7% 11,167 $729K
Mercer Global Advisors Inc. 0.00% Reduce -13.7% 11,151 $728K
REDW Wealth LLC 0.29% Reduce -0.7% 11,013 $719K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.8% 10,724 $712K
Clay Northam Wealth Management, LLC 0.42% Reduce -2.0% 9,986 $652K
CX Institutional 0.02% Add +35.5% 9,894 $646K
Curran Financial Partners, LLC 0.14% New 9,760 $637K
Mezzasalma Advisors, LLC 0.19% No change 9,731 $635K
MGB Wealth Management, LLC 0.21% Add +0.1% 9,559 $624K
Evolution Wealth Advisors, LLC 0.09% No change 9,535 $622K

"% 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.

Show all 263 holders