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iShares U.S. Tech Independence Focused ETF (IETC) Institutional Ownership

iShares U.S. Tech Independence Focused ETF logo
$88.14 -1.05 (-1.18%)
(As of 12/17/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares U.S. Tech Independence Focused ETF (BATS:IETC)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$30.22M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$4.63M
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IETC Institutional Buying and Selling by Quarter

iShares U.S. Tech Independence Focused ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 MML Investors Services LLC92,267$7.23M0.0%+6.0%2.599%
11/15/2024 Glen Eagle Advisors LLC5,516$432K0.1%+11.1%0.155%
11/5/2024 Aptus Capital Advisors LLC758$59K0.0%N/A0.021%
10/29/2024 Lansing Street Advisors7,456$584K0.2%+5.0%0.210%
10/29/2024 Farther Finance Advisors LLC667$52K0.0%-17.6%0.019%
10/25/2024 Pallas Capital Advisors LLC12,708$1.01M0.0%+4.5%0.358%
10/23/2024 Mirae Asset Global Investments Co. Ltd.233,125$18.25M0.1%+13.2%6.567%
10/18/2024Raymond James & Associates73,403$5.75M0.0%+5.4%2.068%
10/17/2024Kozak & Associates Inc.674,967$54.32M12.9%+1.4%19.013%
10/10/2024 Shira Ridge Wealth Management21,992$1.72M0.9%+15.9%0.619%
9/5/2024 Sanctuary Advisors LLC3,842$289K0.0%N/A0.108%
8/21/2024 Truist Financial Corp69,119$5.20M0.0%-4.6%1.947%
8/12/2024 Mercer Global Advisors Inc. ADV3,503$263K0.0%N/A0.099%
8/9/2024Financial Perspectives Inc10,386$781K0.3%+2.6%0.293%
7/31/2024Commonwealth Equity Services LLC9,691$729K0.0%+3.6%0.273%
7/26/2024 Cambridge Investment Research Advisors Inc.20,474$1.54M0.0%-63.4%0.577%
7/22/2024 Atria Wealth Solutions Inc.13,862$1.04M0.0%-12.8%0.390%
7/22/2024 Pallas Capital Advisors LLC12,159$909K0.0%+27.0%0.343%
7/19/2024Raymond James & Associates69,635$5.24M0.0%+23.0%1.962%
7/15/2024 Patriot Investment Management Group Inc.11,186$841K0.1%+3.9%0.315%
7/12/2024 Shira Ridge Wealth Management18,969$1.43M0.8%+5.8%0.534%
7/5/2024Kozak & Associates Inc.665,660$51.14M12.6%+2.9%18.751%
5/17/2024Kozak & Associates Inc.646,599$45.81M12.3%+4.4%18.214%
5/8/2024 Advisors Preferred LLC1,581$112K0.0%-69.2%0.046%
5/7/2024 Montag A & Associates Inc.2,877$204K0.0%N/A0.083%
5/2/2024 Haverford Trust Co3,115$221K0.0%N/A0.090%
5/2/2024 Moloney Securities Asset Management LLC6,155$436K0.1%-5.0%0.178%
5/1/2024 Mirae Asset Global Investments Co. Ltd.134,728$9.54M0.0%N/A3.905%
4/30/2024Commonwealth Equity Services LLC9,355$662K0.0%+24.1%0.271%
4/26/2024 YHB Investment Advisors Inc.975$69K0.0%N/A0.028%
4/25/2024 Cambridge Investment Research Advisors Inc.56,006$3.97M0.0%-16.5%1.623%
4/19/2024Financial Perspectives Inc10,126$717K0.3%+10.0%0.368%
4/18/2024 Shira Ridge Wealth Management17,935$1.27M0.7%+1.9%0.652%
4/17/2024 Richardson Capital Management LLC768$54K0.0%N/A0.028%
2/13/2024 Tower Research Capital LLC TRC962$60K0.0%-89.0%0.035%
2/9/2024 Cambridge Investment Research Advisors Inc.67,076$4.18M0.0%+215.2%2.439%
2/2/2024 Truist Financial Corp92,542$5.77M0.0%+10.5%3.365%
2/1/2024Financial Perspectives Inc9,204$574K0.2%+4.2%0.335%
1/26/2024 Cerity Partners LLC4,927$307K0.0%N/A0.179%
1/24/2024 Advisors Preferred LLC5,133$314K0.1%N/A0.187%
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1/18/2024 KM Capital Management Ltd.27,474$1.71M1.0%+628.9%0.999%
1/17/2024 Patriot Investment Management Group Inc.10,766$671K0.1%+2.2%0.391%
1/17/2024Kozak & Associates Inc.619,129$39.00M12.4%+7.6%22.514%
1/16/2024Raymond James Financial Services Advisors Inc.8,629$538K0.0%+5.2%0.314%
1/16/2024Raymond James & Associates38,377$2.39M0.0%N/A1.396%
11/14/2023 Tower Research Capital LLC TRC8,766$467K0.0%+14.1%0.319%
11/8/2023 Aptus Capital Advisors LLC758$40K0.0%N/A0.028%
11/8/2023Pathstone Family Office LLC17,450$929K0.0%N/A0.635%
10/25/2023 Ironwood Wealth Management LLC.11,212$597K0.2%-1.8%0.408%
10/24/2023Raymond James Financial Services Advisors Inc.8,201$437K0.0%-9.5%0.298%
10/24/2023 Cambridge Investment Research Advisors Inc.21,283$1.13M0.0%-40.4%0.774%
10/17/2023Kozak & Associates Inc.575,444$31.32M11.5%+4.6%20.925%
8/10/2023Cetera Advisors LLC17,456$962K0.0%-2.9%0.635%
8/3/2023 Atria Wealth Solutions Inc.12,560$692K0.0%-40.0%0.457%
8/3/2023 Advisors Capital Management LLC12,923$712K0.0%+2.4%0.470%
8/1/2023 Truist Financial Corp79,334$4.37M0.0%+469.7%2.885%
7/31/2023 LPL Financial LLC12,346$680K0.0%+7.4%0.449%
7/31/2023 Moloney Securities Asset Management LLC6,480$357K0.1%+18.2%0.236%
7/21/2023 Creative Planning8,356$460K0.0%-5.1%0.304%
7/13/2023 Cambridge Investment Research Advisors Inc.35,722$1.97M0.0%+78.9%1.299%
7/5/2023Kozak & Associates Inc.550,026$30.29M12.2%+1.3%20.371%
5/9/2023 Tower Research Capital LLC TRC10,946$516K0.0%-20.9%0.405%
5/5/2023 Truist Financial Corp13,926$657K0.0%+21.3%0.516%
5/4/2023 Advisors Capital Management LLC12,626$595K0.0%N/A0.468%
4/19/2023 Patriot Investment Management Group Inc.10,550$498K0.0%+5.5%0.391%
4/3/2023Kozak & Associates Inc.543,016$25.61M11.5%+1.3%19.746%
2/13/2023 Atria Wealth Solutions Inc.20,928$854K0.0%+3.0%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.8,938$365K0.0%-54.7%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.19,867$810K0.0%-5.0%0.000%
1/25/2023 Sutton Place Investors LLC25,000$1.02M1.5%-16.7%0.000%
1/12/2023 Shira Ridge Wealth Management17,297$705K0.5%N/A0.000%
1/3/2023Kozak & Associates Inc.536,056$21.86M10.9%N/A0.000%
11/10/2022 Tower Research Capital LLC TRC20,073$794K0.0%-3.9%0.000%
11/10/2022 Bank of Montreal Can110,291$4.97M0.0%N/A0.000%
11/3/2022 Creative Planning11,278$446K0.0%+28.4%0.000%
10/26/2022 Truist Financial Corp11,691$463K0.0%+13.1%0.000%
10/25/2022Raymond James & Associates28,721$1.14M0.0%N/A0.000%
10/25/2022Raymond James Financial Services Advisors Inc.19,718$780K0.0%-28.5%0.000%
8/11/2022Cetera Advisors LLC19,535$826K0.0%+30.6%0.000%
8/3/2022 Moloney Securities Asset Management LLC5,640$239K0.1%+16.5%0.000%
7/29/2022 Aptus Capital Advisors LLC758$32K0.0%N/A0.000%
7/26/2022 Patriot Investment Management Inc.9,997$422K0.0%+6.7%0.000%
7/22/2022 Truist Financial Corp10,338$437K0.0%+10.1%0.000%
7/19/2022Commonwealth Equity Services LLC19,350$818K0.0%+202.6%0.000%
5/12/2022Cetera Advisors LLC14,958$825K0.0%+19.8%0.000%
5/11/2022Raymond James Financial Services Advisors Inc.37,200$2.05M0.0%+6.3%0.000%
5/10/2022 Advisors Capital Management LLC10,580$584K0.0%+3.6%0.000%
5/9/2022 Regal Investment Advisors LLC5,090$281K0.0%-13.6%0.000%
5/4/2022 Advisor Group Holdings Inc.44,198$2.47M0.0%-4.5%0.000%
5/2/2022 Patriot Investment Management Inc.9,372$517K0.0%+15.7%0.000%
$20k in extra income? (Ad)

My friend Alex Reid just might have created my favorite strategy right now. You see, Alex has figured out how to cut-the-corner so to speak, and be one of the laziest traders possible…. While still showing his traders how to target big money. This past year, his LIVE “lazy trade” alerts have delivered impressive results—and that’s only a fraction of the opportunities he’s shared. And that’s just just a quarter of the total trade alerts he’s sent out. The true total profit potential his beta-testers have had the chance to target is far larger than $20k.

Alex recorded a special video training where he reveals exactly how much. 
4/29/2022 Financial Partners Group Inc9,848$543K0.1%+5.6%0.000%
4/25/2022 Cerity Partners LLC10,792$595K0.0%+15.2%0.000%
4/22/2022 Truist Financial Corp9,392$518K0.0%+36.5%0.000%
3/2/2022First Capital Advisors Group LLC.13,972$1.60M0.9%N/A0.000%
2/10/2022 Financial Partners Group Inc9,323$524K0.1%+6.1%0.000%
2/10/2022 Regal Investment Advisors LLC5,888$360K0.0%+13.1%0.000%
2/9/2022 Charter Oak Capital Management LLC501$31K0.0%N/A0.000%
2/8/2022Raymond James Financial Services Advisors Inc.34,983$2.14M0.0%+4.0%0.000%
2/8/2022Raymond James & Associates20,019$1.23M0.0%N/A0.000%
2/7/2022 Parsons Capital Management Inc. RI7,670$469K0.0%+3.0%0.000%
(Data available from 1/1/2016 forward)

IETC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IETC shares?

During the previous two years, 35 institutional investors and hedge funds held shares of iShares U.S. Tech Independence Focused ETF. The most heavily invested institutionals were Kozak & Associates Inc. ($54.32M), Mirae Asset Global Investments Co. Ltd. ($18.25M), MML Investors Services LLC ($7.23M), Raymond James & Associates ($5.75M), Truist Financial Corp ($5.20M), Shira Ridge Wealth Management ($1.72M), and KM Capital Management Ltd. ($1.71M).Learn more on IETC's institutional investors.

Which institutional investors have been buying iShares U.S. Tech Independence Focused ETF stock?

Of the 30 institutional investors that purchased iShares U.S. Tech Independence Focused ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kozak & Associates Inc. ($674.97K), Mirae Asset Global Investments Co. Ltd. ($161.90K), Truist Financial Corp ($76.64K), Cambridge Investment Research Advisors Inc. ($61.55K), Raymond James & Associates ($55.15K), KM Capital Management Ltd. ($23.71K), and Shira Ridge Wealth Management ($21.69K).

How much institutional buying is happening at iShares U.S. Tech Independence Focused ETF?

Institutional investors have bought a total of 1,150,766 shares in the last 24 months. This purchase volume represents approximately $61.26M in transactions.

Which iShares U.S. Tech Independence Focused ETF major shareholders have been selling company stock?

Of the 12 institutional investors that sold iShares U.S. Tech Independence Focused ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($62.09K), Raymond James Financial Services Advisors Inc. ($11.64K), Tower Research Capital LLC TRC ($10.69K), Atria Wealth Solutions Inc. ($10.41K), Sutton Place Investors LLC ($5K), Advisors Preferred LLC ($3.55K), and Truist Financial Corp ($3.36K).

How much institutional selling is happening at iShares U.S. Tech Independence Focused ETF?

Institutional investors have sold a total of 108,384 shares in the last 24 months. This volume of shares sold represents approximately $6.80M in transactions.



This page (BATS:IETC) was last updated on 12/18/2024 by MarketBeat.com Staff
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