Ishar Fture Exp Tech ETF-UsdXTETF

13F holders, Q3 2025 (September 30)
269holders +6
33new positions
22sold out
3famous investors
$71.95avg. 13F price*

At the end of Q3 2025, 269 institutions reported holding Ishar Fture Exp Tech ETF-Usd (XT) in their 13F filings, up 6 from Q2 2025. 33 opened new positions and 22 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.4B), LPL Financial LLC ($44.8M) and Ameriprise Financial Inc. ($44.4M). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Ishar Fture Exp Tech ETF-Usd
Filed as
ISHARES TR (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions33$18.6M
Exits22$16.7M

All 13F filers, Q2 2025 → Q3 2025: 784,246 shares bought and 2,141,490 shares sold, net −1,357,244 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 269 holders

Financial Engines Advisors L.L.C. 4.55% Reduce -4.2% 33,162,425 $2.4B
LPL Financial LLC 0.01% Reduce -9.2% 623,225 $44.8M
Ameriprise Financial Inc. 0.01% Reduce -4.0% 615,600 $44.4M
Baird Financial Group, Inc. 0.06% Add +83.2% 536,075 $38.6M
Bank of America Corp. 0.00% Reduce -1.0% 284,758 $20.5M
UBS Group AG 0.00% Add +4.4% 274,806 $19.8M
Commonwealth Equity Services, LLC 0.02% Add +0.0% 252,313 $18.2M
Wealthcare Advisory Partners LLC 0.37% Add +1.4% 247,147 $17.8M
Morgan Stanley 0.00% Reduce -11.7% 242,782 $17.5M
Raymond James Financial Inc. 0.00% Add +0.1% 210,237 $15.1M
Wharton Business Group, LLC 0.64% No change 202,875 $14.6M
New England Private Wealth Advisors LLC 1.90% No change 200,335 $14.4M
Cwm, LLC 0.04% Reduce -1.3% 187,009 $13.5M
Stratos Investment Management, LLC 0.52% Reduce -2.4% 176,470 $12.7M
Dynamic Advisor Solutions LLC 0.36% Add +1.0% 174,846 $12.6M
Mariner, LLC 0.01% Reduce -5.3% 129,839 $9.3M
Clearwater Capital Advisors, LLC 0.78% Add +13.2% 126,438 $9.1M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -52.8% 126,420 $9.1M
Stratos Wealth Advisors, LLC 0.44% Reduce -5.8% 126,029 $9.1M
CFS Investment Advisory Services, LLC 0.64% Reduce -2.7% 115,377 $8.6M
Betterment LLC 0.01% Reduce -2.4% 96,989 $7.0M
Brookstone Capital Management 0.08% Add +5.0% 94,881 $6.8M
Kestra Advisory Services, LLC 0.03% Reduce -3.5% 93,961 $6.8M
Orion Porfolio Solutions, LLC 0.05% Reduce -5.7% 93,471 $6.7M
Barrett & Company, Inc. 2.29% Add +0.8% 92,993 $6.7M
Cibc World Market Inc. 0.01% Add +1.5% 92,427 $6.6M
Arkadios Wealth Advisors 0.16% Add +7.3% 92,224 $6.6M
Daymark Wealth Partners, LLC 0.22% Add +0.9% 91,153 $6.6M
Envestnet Asset Management Inc. 0.00% Add +1.9% 84,066 $6.0M
RFG Advisory, LLC 0.12% Add +2492.6% 80,942 $5.8M
Susquehanna International Group, LLP 0.01% New 74,105 $5.3M
Segment Wealth Management, LLC 0.32% Reduce -31.7% 73,886 $5.3M
Mgo One Seven LLC 0.12% Reduce -1.1% 72,566 $5.2M
Wells Fargo & Company 0.00% Add +4.1% 70,252 $5.1M
Valmark Advisers, Inc. 0.06% Add +0.3% 67,761 $4.9M
Jones Financial Companies LLLP 0.00% Add +9.1% 61,666 $4.4M
Flow Traders U.S. LLC 0.18% New 60,214 $4.3M
Jane Street Group, LLC 0.00% Reduce -0.8% 50,300 $3.6M
Cetera Investment Advisers 0.00% Add +235.3% 49,254 $3.5M
Osaic Holdings, Inc. 0.00% Add +14.3% 49,516 $3.5M
Truist Financial Corp. 0.00% Reduce -0.5% 47,321 $3.4M
Royal Bank of Canada 0.00% Add +4.0% 45,939 $3.3M
Baron Silver Stevens Financial Advisors, LLC 0.42% Reduce -1.0% 40,100 $2.9M
PFG Advisors 0.12% Reduce -0.8% 39,384 $2.8M
Crossmark Global Holdings, Inc. 0.04% Reduce -6.8% 38,867 $2.8M
MML Investors Services, LLC 0.01% Reduce -3.8% 37,079 $2.7M
Atlas Private Wealth Advisors 0.62% Reduce -24.6% 35,299 $2.5M
FMR LLC 0.00% Add +10.3% 35,112 $2.5M
Strategic Wealth Investment Group, LLC 0.20% Add +1465.5% 32,296 $2.3M
Lido Advisors, LLC 0.01% New 32,142 $2.3M
Wealthcare Capital Partners, LLC 1.05% Add +0.5% 31,885 $2.3M
Evergreen Capital Management LLC 0.05% No change 30,441 $2.2M
Destiny Wealth Partners, LLC 0.27% Reduce -1.4% 30,400 $2.2M
Sweeney & Michel, LLC 0.73% Add +2.7% 30,583 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +3.3% 30,128 $2.2M
Berger Financial Group, Inc 0.11% Reduce -2.5% 26,368 $1.9M
Rothschild Wealth LLC 0.39% Reduce -4.9% 24,908 $1.8M
Gladstone Institutional Advisory LLC 0.07% Reduce -1.3% 24,798 $1.8M
Cerity Partners LLC 0.00% Add +44.4% 23,867 $1.7M
Goldman Sachs Group Inc. 0.00% Add +562.0% 23,171 $1.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.6% 22,953 $1.7M
Kingsview Wealth Management, LLC 0.02% Add +2.5% 22,275 $1.6M
Bank of Montreal 0.00% Reduce -1.6% 22,057 $1.6M
Ritholtz Wealth Management 0.03% Add +2.9% 21,102 $1.5M
GWN Securities Inc. 0.35% Add +12.3% 20,894 $1.5M
Gotham Asset Management 0.01% No change 20,887 $1.5M
Jaffetilchin Investment Partners, LLC 0.09% No change 20,483 $1.5M
Valley National Advisers Inc. 0.21% Reduce -0.0% 18,479 $1.3M
Crescent Grove Advisors, LLC 0.12% Reduce -0.2% 17,407 $1.3M
HighTower Advisors, LLC 0.00% Add +3.1% 17,393 $1.3M
Qube Research & Technologies Ltd 0.00% Add +5.4% 17,218 $1.2M
SPC Financial, Inc. 0.09% Reduce -1.7% 16,215 $1.2M
Traynor Capital Management, Inc. 0.06% New 15,374 $1.1M
AE Wealth Management LLC 0.01% Reduce -1.8% 15,035 $1.1M
MAI Capital Management 0.01% Reduce -4.7% 15,023 $1.1M
Wealthspire Retirement, LLC 0.07% No change 14,938 $1.1M
Integrated Wealth Concepts LLC 0.01% Reduce -1.9% 14,185 $1.0M
Ally Invest Advisors Inc. 0.07% Add +5.4% 13,844 $996K
Family Office Research LLC 0.43% Reduce -0.6% 13,624 $980K
Wealthfront Advisers LLC 0.00% Add +21.4% 13,554 $975K
Glen Eagle Advisors, LLC 0.13% Reduce -0.7% 13,476 $969K
Courier Capital LLC 0.05% Add +1.7% 13,036 $938K
HRT Financial LP 0.00% Add +102.7% 12,174 $875K
Private Advisor Group, LLC 0.00% Add +6.2% 12,089 $870K
O'shaughnessy Asset Management, LLC 0.01% Add +4.5% 12,065 $868K
Pallas Capital Advisors LLC 0.03% No change 12,025 $865K
Wealth Enhancement Advisory Services, LLC 0.00% Add +7.6% 11,535 $846K
Sax Wealth Advisors, LLC 0.04% No change 11,283 $812K
Apollon Wealth Management, LLC 0.01% Reduce -1.3% 11,236 $808K
Siligmueller & Norvid Wealth Advisors LLC 0.36% New 11,125 $801K
Mercer Global Advisors Inc. 0.00% Reduce -1.2% 11,019 $793K
REDW Wealth LLC 0.30% No change 11,013 $792K
PNC Financial Services Group, Inc. 0.00% Reduce -5.0% 10,645 $766K
Focus Partners Wealth 0.00% Reduce -10.7% 10,543 $759K
Creative Planning 0.00% Add +17.1% 10,095 $726K
McGinn Penninger Investment Management, Inc. 0.42% Reduce -10.0% 10,065 $724K
MGB Wealth Management, LLC 0.20% Add +5.2% 10,059 $723K
Clay Northam Wealth Management, LLC 0.41% No change 9,986 $718K
Curran Financial Partners, LLC 0.14% No change 9,760 $702K
Mezzasalma Advisors, LLC 0.18% No change 9,731 $700K

"% 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 269 holders