Ishar Fture Exp Tech ETF-UsdXTETF

13F holders, Q4 2025 (December 31)
277holders +8
23new positions
22sold out
4famous investors
$69.72avg. 13F price*

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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions23$10.0M
Exits22$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.

Show all 277 holders