Ishar Fture Exp Tech ETF-UsdXTETF
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 277 institutions reported holding Ishar Fture Exp Tech ETF-Usd (XT) in their 13F filings, up 8 from Q3 2025. 23 opened new positions and 22 sold out. The largest holders were Financial Engines Advisors L.L.C. ($2.3B), Morgan Stanley ($105.5M) and LPL Financial LLC ($43.6M). 4 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 Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Ishar Fture Exp Tech ETF-Usd
- Filed as
- ISHARES TR (Q4 2025)
- CUSIP
- 46434V381
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $10.0M |
| Exits | 22 | $25.5M |
All 13F filers, Q3 2025 → Q4 2025: 1,653,833 shares bought and 1,229,932 shares sold, net +423,901 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 277 holders
| Financial Engines Advisors L.L.C. | 4.33% | Reduce -1.2% | 32,752,270 | $2.3B |
| Morgan Stanley | 0.01% | Add +523.0% | 1,512,452 | $105.5M |
| LPL Financial LLC | 0.01% | Add +0.2% | 624,671 | $43.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.5% | 612,631 | $42.7M |
| Baird Financial Group, Inc. | 0.06% | Add +2.1% | 547,287 | $38.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +20.3% | 303,431 | $21.2M |
| Bank of America Corp. | 0.00% | Reduce -1.3% | 280,976 | $19.6M |
| Wealthcare Advisory Partners LLC | 0.35% | Add +2.4% | 253,082 | $17.6M |
| UBS Group AG | 0.00% | Reduce -20.8% | 217,711 | $15.2M |
| New England Private Wealth Advisors LLC | 1.83% | Add +5.5% | 211,305 | $14.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.9% | 206,320 | $14.4M |
| Wharton Business Group, LLC | 0.54% | No change | 202,875 | $14.1M |
| Cwm, LLC | 0.03% | Reduce -1.6% | 184,090 | $12.8M |
| Stratos Investment Management, LLC | 0.50% | Add +2.1% | 180,097 | $12.6M |
| Clearwater Capital Advisors, LLC | 0.72% | Reduce -2.3% | 123,586 | $8.6M |
| Mariner, LLC | 0.01% | Reduce -6.1% | 121,959 | $8.5M |
| CFS Investment Advisory Services, LLC | 0.56% | Reduce -4.4% | 110,319 | $7.7M |
| Brookstone Capital Management | 0.08% | Add +5.2% | 99,827 | $7.0M |
| Betterment LLC | 0.01% | Add +2.4% | 99,355 | $6.9M |
| Arkadios Wealth Advisors | 0.14% | Add +7.7% | 99,299 | $6.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +5.3% | 98,942 | $6.9M |
| Barrett & Company, Inc. | 2.20% | Add +1.5% | 94,389 | $6.6M |
| Savvy Advisors, Inc. | 0.21% | New | 91,922 | $6.4M |
| Daymark Wealth Partners, LLC | 0.20% | Reduce -0.1% | 91,089 | $6.4M |
| Cibc World Market Inc. | 0.01% | Reduce -1.8% | 90,768 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.5% | 88,666 | $6.2M |
| Wells Fargo & Company | 0.00% | Add +14.7% | 80,554 | $5.6M |
| Segment Wealth Management, LLC | 0.30% | Reduce -0.3% | 73,631 | $5.1M |
| Mgo One Seven LLC | 0.10% | Add +0.0% | 72,567 | $5.1M |
| Valmark Advisers, Inc. | 0.06% | Add +5.7% | 71,642 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -23.6% | 71,409 | $5.0M |
| Jones Financial Companies LLLP | 0.00% | Add +10.3% | 68,028 | $4.7M |
| Cetera Investment Advisers | 0.01% | Add +33.4% | 65,711 | $4.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -49.8% | 63,420 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -18.6% | 60,335 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +14.7% | 56,795 | $4.0M |
| Royal Bank of Canada | 0.00% | Add +9.5% | 50,315 | $3.5M |
| Truist Financial Corp. | 0.00% | Add +4.4% | 49,415 | $3.4M |
| Dynamic Advisor Solutions LLC | 0.09% | Reduce -76.3% | 41,350 | $2.9M |
| FMR LLC | 0.00% | Add +13.6% | 39,882 | $2.8M |
| Baron Silver Stevens Financial Advisors, LLC | 0.40% | Reduce -0.7% | 39,840 | $2.8M |
| RFG Advisory, LLC | 0.05% | Reduce -51.7% | 39,120 | $2.7M |
| Atlas Private Wealth Advisors | 0.63% | Add +8.9% | 38,450 | $2.7M |
| MML Investors Services, LLC | 0.01% | Add +2.5% | 38,006 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +1.6% | 32,651 | $2.3M |
| Destiny Wealth Partners, LLC | 0.25% | Reduce -0.6% | 30,209 | $2.2M |
| Wealthcare Capital Partners, LLC | 1.02% | Reduce -2.1% | 31,219 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.9% | 30,993 | $2.2M |
| Evergreen Capital Management LLC | 0.05% | Add +0.3% | 30,528 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +13.4% | 28,120 | $2.0M |
| Gotham Asset Management | 0.01% | Add +26.2% | 26,364 | $1.8M |
| Berger Financial Group, Inc | 0.10% | Reduce -4.8% | 25,088 | $1.7M |
| Opus Financial Solutions LLC | 1.58% | — | 24,058 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 23,060 | $1.6M |
| Strategic Wealth Investment Group, LLC | 0.20% | Reduce -28.8% | 22,994 | $1.6M |
| GWN Securities Inc. | 0.32% | Add +7.4% | 22,441 | $1.6M |
| PFG Advisors | 0.08% | Reduce -43.4% | 22,286 | $1.6M |
| Bank of Montreal | 0.00% | Add +0.4% | 22,152 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.1% | 22,032 | $1.5M |
| Ritholtz Wealth Management | 0.03% | Reduce -2.2% | 20,630 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.08% | No change | 20,483 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -16.5% | 19,928 | $1.4M |
| Rothschild Wealth LLC | 0.13% | Reduce -23.1% | 19,161 | $1.3M |
| Valley National Advisers Inc. | 0.18% | Add +0.2% | 18,520 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +1.1% | 17,593 | $1.2M |
| AlphaCore Capital LLC | 0.03% | Add +1026.3% | 17,547 | $1.2M |
| Crescent Grove Advisors, LLC | 0.11% | Reduce -6.5% | 16,266 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +49.3% | 15,895 | $1.1M |
| Sweeney & Michel, LLC | 0.32% | Reduce -51.0% | 14,991 | $1.1M |
| Traynor Capital Management, Inc. | 0.06% | Add +0.8% | 15,489 | $1.1M |
| Wealthspire Retirement, LLC | 0.06% | No change | 14,938 | $1.0M |
| Courier Capital LLC | 0.06% | Add +9.3% | 14,249 | $994K |
| MAI Capital Management | 0.01% | Reduce -5.4% | 14,217 | $991K |
| AE Wealth Management LLC | 0.01% | Reduce -6.1% | 14,115 | $984K |
| Ally Invest Advisors Inc. | 0.07% | Reduce -2.1% | 13,554 | $945K |
| Glen Eagle Advisors, LLC | 0.13% | Reduce -1.7% | 13,250 | $924K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.3% | 13,014 | $908K |
| Wealthfront Advisers LLC | 0.00% | Reduce -5.8% | 12,765 | $890K |
| Creative Planning | 0.00% | Add +23.1% | 12,423 | $866K |
| Private Advisor Group, LLC | 0.00% | Add +1.4% | 12,258 | $855K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.0% | 12,188 | $850K |
| Mercer Global Advisors Inc. | 0.00% | Add +104.0% | 22,483 | $827K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -2.4% | 11,741 | $819K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.9% | 11,080 | $797K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -0.0% | 11,278 | $787K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.8% | 11,143 | $777K |
| Focus Partners Wealth | 0.00% | Add +4.8% | 11,047 | $770K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 10,407 | $726K |
| MGB Wealth Management, LLC | 0.21% | Add +2.3% | 10,289 | $718K |
| Family Office Research LLC | 0.29% | Reduce -26.5% | 10,016 | $705K |
| Clay Northam Wealth Management, LLC | 0.38% | Reduce -0.7% | 9,913 | $691K |
| Mezzasalma Advisors, LLC | 0.16% | No change | 9,731 | $683K |
| Moseley Investment Management Inc. | 0.21% | Add +18.2% | 9,775 | $682K |
| Curran Financial Partners, LLC | 0.13% | No change | 9,760 | $681K |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 9,731 | $679K |
| Evolution Wealth Advisors, LLC | 0.07% | No change | 9,535 | $665K |
| Blair William & Co. | 0.00% | No change | 9,452 | $659K |
| REDW Wealth LLC | 0.25% | Reduce -16.0% | 9,254 | $645K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -3.2% | 8,903 | $639K |
| CX Institutional | 0.02% | Add +7.5% | 9,152 | $638K |
"% 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.