13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundDefensive growthQuality
XT

ISHAR FTURE EXP TECH ETF-USD

288 institutions still hold ISHAR FTURE EXP TECH ETF-USD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V381·Exchange Traded Fund·288 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.3%
vs prior quarter
13F value held
$2.5B
67.0% inst. owned
of float
Holders
288
-100 QoQ
filers reporting
Activity
+99 / −79
+1,047 added · −787 reduced
this quarter
Concentration
86.72%
Financial Engines Advisors L.L.C. #1
top holder share
AI Holders Summary · Q1 2026

288 institutions reported XT in Q1 2026. Financial Engines Advisors L.L.C. leads at 86.7% of the visible book. -100 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Engines Advisors L.L.C.
CIK 0001420473
$2.2B32.4M4.48%Q1 202602
LPL Financial LLC
CIK 0001403438
$42M619K0.01%Q1 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$42M612K0.01%Q1 202604
Baird Financial Group, Inc.
CIK 0001648711
$38M559K0.06%Q1 202605
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$22M329K0.03%Q1 202606
UBS Group AG
CIK 0001610520
$19M283K0.00%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M281K0.00%Q1 202608
Wealthcare Advisory Partners LLC
CIK 0001683059
$17M256K0.34%Q1 202609
MORGAN STANLEY
CIK 0000895421
$16M236K0.00%Q1 202610
New England Private Wealth Advisors LLC
CIK 0001582813
$15M216K1.70%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M208K0.00%Q1 202612
Wharton Business Group, LLC
CIK 0001513126
$14M203K0.52%Q1 202613
Orion Portfolio Solutions, LLC
CIK 0001802647
$13M220K0.06%Q1 202514
CWM, LLC
CIK 0001535847
$12M182K0.03%Q1 202615
Stratos Investment Management, LLC
CIK 0001707206
$12M174K0.48%Q1 202616
Arkadios Wealth Advisors
CIK 0001800798
$9M135K0.15%Q1 202617
Clearwater Capital Advisors, LLC
CIK 0001690531
$9M126K0.69%Q1 202618
CFS Investment Advisory Services, LLC
CIK 0001845688
$8M110K0.57%Q1 202619
Mariner, LLC
CIK 0001373442
$8M118K0.01%Q1 202620
Private Advisory Group LLC
CIK 0001632965
$8M113K0.51%Q1 2026
Page 1 of 15
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