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iShares U.S. Technology ETF (IYW) Institutional Ownership

iShares U.S. Technology ETF logo
$151.71
+1.02 (+0.68%)
(As of 11/1/2024 ET)
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Technology ETF (NYSEARCA:IYW)

Number of
Institutional Buyers
(last 12 months)
591
Total
Institutional Inflows
(last 12 months)
$3.19B
Number of
Institutional Sellers
(last 12 months)
424
Total
Institutional Outflows
(last 12 months)
$1.70B
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IYW Institutional Buying and Selling by Quarter

iShares U.S. Technology ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2024Avid Wealth Partners LLC32,235$4.89M3.5%+6.2%0.026%
11/1/2024Atria Investments Inc118,853$18.02M0.2%-14.7%0.097%
11/1/2024Assetmark Inc.27,631$4.19M0.0%+8.1%0.022%
11/1/2024CWA Asset Management Group LLC5,328$808K0.0%N/A0.004%
11/1/2024Source Financial Advisors LLC8,460$1.28M0.4%+8.2%0.007%
11/1/2024Sonata Capital Group Inc.10,480$1.59M0.7%-8.6%0.009%
11/1/2024 Aspire Wealth Management Corp4,204$637K0.3%-9.6%0.003%
11/1/2024 Advocacy Wealth Management Services LLC161,586$24.50M1.9%+14.3%0.132%
11/1/2024 Presidio Capital Management LLC4,231$642K0.4%-8.6%0.003%
10/31/2024 Mainstream Capital Management LLC4,882$740K0.6%N/A0.004%
10/31/2024 JB Capital LLC270,031$40.94M2.4%-9.1%0.220%
10/31/2024 Washington Trust Bank4,088$620K0.1%-2.1%0.003%
10/31/2024 Jackson Square Capital LLC1,443$219K0.1%N/A0.001%
10/31/2024 Graypoint LLC31,155$4.72M0.3%-1.9%0.025%
10/31/2024 Prudent Investors Network Inc.3,931$596K0.2%-30.0%0.003%
10/31/2024 Concurrent Investment Advisors LLC58,556$8.88M0.3%-1.8%0.048%
10/31/2024 Family Asset Management LLC408$62K0.0%-22.0%0.000%
10/30/2024 Maia Wealth LLC30,507$4.71M1.1%-8.6%0.025%
10/30/2024 Guidance Point Advisors LLC1,453$220K0.1%N/A0.001%
10/30/2024 Catalina Capital Group LLC7,686$1.17M0.4%-22.7%0.006%
10/30/2024 Avidian Wealth Enterprises LLC28,579$4.33M0.2%+1.7%0.023%
10/30/2024 Crescent Grove Advisors LLC2,817$427K0.0%-10.9%0.002%
10/30/2024 Austin Private Wealth LLC124,298$18.85M1.8%-6.9%0.101%
10/30/2024 Ameritas Advisory Services LLC25,230$3.83M0.2%-15.8%0.021%
10/30/2024 Hanlon Investment Management Inc.3,350$508K0.1%-4.6%0.003%
10/30/2024 Cary Street Partners Asset Management LLC36,445$5.53M0.7%-7.7%0.030%
10/30/2024 Madden Advisory Services Inc.2,022$307K0.1%-11.1%0.002%
10/30/2024 Alterna Wealth Management Inc.5,963$904K0.8%-21.8%0.005%
10/30/2024 Moloney Securities Asset Management LLC65,951$10.00M1.3%-6.7%0.054%
10/30/2024 World Equity Group Inc.6,804$1.03M0.4%+183.0%0.006%
10/30/2024 Garrison Asset Management LLC2,015$306K0.2%-3.1%0.002%
10/30/2024 QRG Capital Management Inc.3,826$580K0.0%+53.0%0.003%
10/30/2024 Signify Wealth51,491$7.81M9.6%-11.2%0.042%
10/30/2024 Silicon Valley Capital Partners2,202$334K0.0%N/A0.002%
10/30/2024 Wetzel Investment Advisors Inc.4,365$662K0.3%+3.3%0.004%
10/29/2024 Old North State Wealth Management LLC3,386$514K0.3%+3.3%0.003%
10/29/2024 Kanawha Capital Management LLC3,412$517K0.0%-2.8%0.003%
10/29/2024 TrueWealth Advisors LLC5,015$760K0.3%-6.2%0.004%
10/29/2024 GFS Advisors LLC4,035$612K0.1%-95.0%0.003%
10/29/2024 Latitude Advisors LLC3,055$463K0.3%+16.1%0.002%
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10/29/2024 Cardinal Strategic Wealth Guidance31,690$4.81M1.6%+4.8%0.026%
10/29/2024 Janney Montgomery Scott LLC623,596$94.55M0.3%-8.4%0.508%
10/29/2024 Clear Creek Financial Management LLC34,296$5.20M0.6%-3.4%0.028%
10/29/2024 Realta Investment Advisors552$87K0.0%-83.3%0.000%
10/29/2024 Key Financial Inc1,776$269K0.1%-11.0%0.001%
10/29/2024 Fullcircle Wealth LLC6,824$1.06M0.5%-7.4%0.006%
10/29/2024 Financial Freedom LLC27,557$4.18M2.2%+44.3%0.022%
10/29/2024 Farther Finance Advisors LLC101,947$15.46M0.6%+5.4%0.083%
10/28/2024 Gladstone Institutional Advisory LLC7,058$1.07M0.1%+15.7%0.006%
10/28/2024 W Advisors LLC15,684$2.38M1.5%+6.2%0.013%
10/28/2024 Interchange Capital Partners LLC10,652$1.62M0.6%-9.3%0.009%
10/28/2024 Creative Financial Designs Inc. ADV39,688$6.02M0.5%-2.4%0.032%
10/28/2024 Focus Financial Network Inc.55,516$8.42M0.3%-5.1%0.045%
10/28/2024 Principal Securities Inc.46,973$7.12M0.2%+14.3%0.038%
10/28/2024 Stephens Inc. AR25,870$3.92M0.1%+1.6%0.021%
10/28/2024 Forte Asset Management LLC31,500$4.78M2.5%+9.9%0.026%
10/28/2024 US Bancorp DE119,251$18.08M0.0%-7.4%0.097%
10/28/2024 HM Payson & Co.2,504$380K0.0%+9.3%0.002%
10/28/2024 Nikulski Financial Inc.9,795$1.49M0.4%-10.7%0.008%
10/28/2024 Tilson Financial Group Inc.2,335$351K0.2%N/A0.002%
10/28/2024 Catalyst Financial Partners LLC1,609$244K0.0%N/A0.001%
10/25/2024 Financial Advocates Investment Management35,652$5.41M0.3%+192.6%0.029%
10/25/2024 TNF LLC46,286$7.15M2.5%-0.9%0.038%
10/25/2024 Hudson Valley Investment Advisors Inc. ADV4,640$704K0.1%-7.9%0.004%
10/25/2024 JFS Wealth Advisors LLC15,831$2.40M0.2%+2.4%0.013%
10/25/2024 SteelPeak Wealth LLC76,463$11.59M0.5%-11.9%0.062%
10/25/2024 Twin Peaks Wealth Advisors LLC11,314$1.72M0.8%+6.6%0.009%
10/25/2024 Mutual Advisors LLC38,790$5.99M0.2%-0.7%0.032%
10/25/2024 Eagle Strategies LLC11,641$1.77M0.3%+140.4%0.009%
10/25/2024 Valmark Advisers Inc.16,210$2.46M0.0%-3.8%0.013%
10/25/2024 Strategic Blueprint LLC78,833$11.95M0.7%+0.9%0.064%
10/25/2024 Cutter & CO Brokerage Inc.4,917$746K0.2%+1.8%0.004%
10/25/2024 Diversify Advisory Services LLC14,841$2.32M0.1%-13.7%0.012%
10/25/2024 Integrated Advisors Network LLC6,320$958K0.0%N/A0.005%
10/25/2024 Fortitude Family Office LLC624$95K0.0%+609.1%0.001%
10/25/2024 Gateway Wealth Partners LLC9,316$1.41M0.4%-2.4%0.008%
10/25/2024 Signature Wealth Management Partners LLC62,988$9.55M6.9%-0.7%0.051%
10/25/2024 Pallas Capital Advisors LLC6,912$1.07M0.0%-48.5%0.006%
10/24/2024 Patriot Financial Group Insurance Agency LLC14,058$2.13M0.3%-4.2%0.011%
10/24/2024 Yeomans Consulting Group Inc.4,283$649K0.2%+194.0%0.003%
10/24/2024 Inscription Capital LLC7,475$1.13M0.2%N/A0.006%
10/24/2024 Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,875$284K0.0%+21.4%0.002%
10/24/2024 Smithbridge Asset Management Inc. DE8,675$1.32M0.2%-5.0%0.007%
10/24/2024 OMNI 360 Wealth Inc.6,409$972K0.6%+1.8%0.005%
10/24/2024 J.W. Cole Advisors Inc.194,980$29.56M1.2%-21.7%0.159%
10/24/2024 Carret Asset Management LLC9,981$1.51M0.2%-3.4%0.008%
10/24/2024 ShoreHaven Wealth Partners LLC23,475$3.56M1.7%+5.1%0.019%
10/24/2024 Financial Management Professionals Inc.27,322$4.14M0.5%+2.4%0.022%
10/24/2024 Wealth Enhancement Advisory Services LLC107,565$16.31M0.0%-7.8%0.088%
10/24/2024 PFG Investments LLC14,352$2.18M0.1%-8.8%0.012%
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10/24/2024 Arkadios Wealth Advisors11,291$1.71M0.1%-5.7%0.009%
10/23/2024 Mirae Asset Global Investments Co. Ltd.5,873$890K0.0%+30.5%0.005%
10/23/2024 Outlook Wealth Advisors LLC10,367$1.57M0.5%+5.2%0.008%
10/23/2024 Allworth Financial LP8,102$1.23M0.0%-18.9%0.007%
10/23/2024 Elwood & Goetz Wealth Advisory Group LLC14,271$2.16M0.5%+5.1%0.012%
10/23/2024 Joel Isaacson & Co. LLC14,922$2.26M0.1%-0.9%0.012%
10/23/2024 Sigma Investment Counselors Inc.1,524$231K0.0%N/A0.001%
10/23/2024 Pettinga Financial Advisors LLC76,045$11.53M2.7%+3.9%0.062%
10/23/2024 West Wealth Group LLC70,815$10.74M3.5%+1.5%0.058%
10/23/2024 MA Private Wealth117,089$17.75M3.3%-5.3%0.095%
(Data available from 1/1/2016 forward)

IYW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYW shares?

During the previous two years, 985 institutional investors and hedge funds held shares of iShares U.S. Technology ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.78B), Morgan Stanley ($597.45M), International Assets Investment Management LLC ($483.69M), PGIM Custom Harvest LLC ($452.40M), LPL Financial LLC ($281.29M), UBS Group AG ($261.41M), and Envestnet Portfolio Solutions Inc. ($209.22M).Learn more on IYW's institutional investors.

Which institutional investors have been buying iShares U.S. Technology ETF stock?

Of the 853 institutional investors that purchased iShares U.S. Technology ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($17.59M), International Assets Investment Management LLC ($4.32M), LPL Financial LLC ($2.67M), CWM LLC ($2.10M), Park Avenue Securities LLC ($1.52M), JPMorgan Chase & Co. ($1.41M), and Envestnet Portfolio Solutions Inc. ($1.39M).

How much institutional buying is happening at iShares U.S. Technology ETF?

Institutional investors have bought a total of 59,914,497 shares in the last 24 months. This purchase volume represents approximately $6.12B in transactions.

Which iShares U.S. Technology ETF major shareholders have been selling company stock?

Of the 587 institutional investors that sold iShares U.S. Technology ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($7.67M), Bank of Montreal Can ($2.63M), LPL Financial LLC ($1.39M), CWM LLC ($1.02M), Osaic Holdings Inc. ($948.43K), Park Avenue Securities LLC ($886.41K), and JPMorgan Chase & Co. ($800.46K).

How much institutional selling is happening at iShares U.S. Technology ETF?

Institutional investors have sold a total of 24,744,355 shares in the last 24 months. This volume of shares sold represents approximately $2.57B in transactions.


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This page (NYSEARCA:IYW) was last updated on 11/2/2024 by MarketBeat.com Staff
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