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

iShares U.S. Technology ETF logo
$162.37 +1.08 (+0.67%)
As of 01/21/2025 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
605
Total
Institutional Inflows
(last 12 months)
$3.05B
Number of
Institutional Sellers
(last 12 months)
439
Total
Institutional Outflows
(last 12 months)
$1.24B
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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
1/21/2025Petix & Botte Co4,873$777K0.2%+148.2%0.004%
1/21/2025SWP Financial LLC15,650$2.50M1.5%N/A0.013%
1/21/2025MKT Advisors LLC7,487$1.21M0.5%-3.6%0.006%
1/21/2025M3 Advisory Group LLC7,253$1.16M0.8%-1.1%0.006%
1/21/2025Affiance Financial LLC4,767$760K0.2%-11.7%0.004%
1/21/2025AlphaMark Advisors LLC11,765$1.88M0.8%-4.4%0.010%
1/21/2025Patton Albertson Miller Group LLC79,673$12.71M1.7%+26.5%0.065%
1/21/2025Nikulski Financial Inc.11,094$1.77M0.5%+13.3%0.009%
1/21/2025CFS Investment Advisory Services LLC98,408$15.70M1.4%-4.5%0.080%
1/21/2025Lantz Financial LLC13,553$2.16M0.6%-4.1%0.011%
1/21/2025Cyndeo Wealth Partners LLC12,511$2.00M0.1%-1.6%0.010%
1/21/2025Geneos Wealth Management Inc.10,112$1.61M0.1%+1.2%0.008%
1/21/2025Dynamic Advisor Solutions LLC18,276$2.92M0.1%+3.2%0.015%
1/21/2025Fifth Third Bancorp2,503$399K0.0%+19.6%0.002%
1/21/2025Firethorn Wealth Partners LLC14,658$2.34M1.2%-5.9%0.012%
1/21/2025Cottonwood Capital Advisors LLC45,069$7.19M5.2%+0.2%0.037%
1/21/2025CX Institutional8,479$1.35M0.1%+13.4%0.007%
1/21/2025Sound Income Strategies LLC3,033$484K0.0%+10.2%0.002%
1/21/2025LexAurum Advisors LLC4,223$674K0.1%-1.9%0.003%
1/21/2025Rappaport Reiches Capital Management LLC3,118$497K0.1%+3.3%0.003%
1/21/2025RFG Advisory LLC44,734$7.14M0.2%+6.4%0.036%
1/21/2025ONE Advisory Partners LLC47,088$7.51M3.3%-4.9%0.038%
1/21/2025Cornerstone Wealth Management LLC4,685$747K0.1%-8.9%0.004%
1/21/2025Seneca House Advisors1,308$209K0.1%N/A0.001%
1/21/2025Montecito Bank & Trust28,344$4.52M0.8%+1.1%0.023%
1/17/2025 Apeiron RIA LLC25,757$4.11M1.2%+20.0%0.021%
1/17/2025 Secure Asset Management LLC22,901$3.65M0.6%-5.0%0.019%
1/17/2025 Madrona Financial Services LLC33,675$5.37M1.5%+6.0%0.027%
1/17/2025 Market Street Wealth Management Advisors LLC13,107$2.09M0.4%-5.5%0.011%
1/17/2025 Avior Wealth Management LLC4,723$754K0.0%+114.0%0.004%
1/17/2025 Endeavor Private Wealth Inc.9,791$1.56M1.5%N/A0.008%
1/17/2025 Raleigh Capital Management Inc.4,319$689K0.3%-4.8%0.004%
1/17/2025 Mutual Advisors LLC37,903$6.02M0.2%-2.3%0.031%
1/17/2025 Janney Montgomery Scott LLC607,648$96.93M0.3%-2.6%0.495%
1/17/2025 Bartlett & CO. Wealth Management LLC25,048$4.00M0.1%-1.1%0.020%
1/17/2025 Marino Stram & Associates LLC1,990$317K0.1%+4.6%0.002%
1/17/2025 Magnus Financial Group LLC12,029$1.92M0.2%+1.6%0.010%
1/17/2025 Investment Advisory Group LLC7,511$1.20M0.4%-0.9%0.006%
1/17/2025 Finley Financial LLC57,421$9.20M4.8%N/A0.047%
1/17/2025 Global Trust Asset Management LLC1,565$250K0.1%-12.6%0.001%
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1/17/2025 XML Financial LLC4,396$701K0.1%+1.7%0.004%
1/17/2025 Aspire Private Capital LLC3,044$486K0.1%-9.5%0.002%
1/17/2025 Howard Capital Management Group LLC204,423$32.61M2.2%-2.2%0.166%
1/17/2025 Fort Washington Investment Advisors Inc. OH15,342$2.45M0.0%+2.5%0.012%
1/17/2025 Atomi Financial Group Inc.102,841$16.41M0.8%+10.8%0.084%
1/17/2025 Transform Wealth LLC5,851$933K0.1%-6.0%0.005%
1/16/2025 First United Bank & Trust17,483$2.79M1.0%-0.8%0.014%
1/16/2025 Koshinski Asset Management Inc.24,254$3.87M0.0%-16.4%0.020%
1/16/2025 Harbor Investment Advisory LLC4,590$732K0.1%+9.5%0.004%
1/16/2025 Maltin Wealth Management Inc.10,090$1.61M0.8%-2.0%0.008%
1/16/2025 Financial Freedom LLC28,811$4.60M2.4%+4.6%0.023%
1/16/2025 Diversify Advisory Services LLC12,845$2.03M0.1%-13.4%0.010%
1/16/2025 LVW Advisors LLC13,799$2.20M0.3%+1.9%0.011%
1/16/2025 Terra Nova Asset Management LLC16,578$2.65M2.0%+0.8%0.013%
1/16/2025 Client 1ST Advisory Group LLC13,640$2.18M0.8%N/A0.011%
1/16/2025 My Legacy Advisors LLC14,615$2.34M0.9%-3.0%0.012%
1/16/2025 Maiden Cove Capital LLC2,950$471K0.8%-12.6%0.002%
1/16/2025 Kelly Financial Services LLC52,802$8.42M2.5%-0.6%0.043%
1/16/2025 Perkins Coie Trust Co50,924$8.12M1.8%-0.6%0.041%
1/15/2025 Ballew Advisors Inc12,353$1.93M1.2%+11.2%0.010%
1/15/2025 Jackson Square Capital LLC1,676$267K0.1%+16.1%0.001%
1/15/2025 Ameritas Advisory Services LLC31,342$5M0.2%+24.2%0.026%
1/15/2025 HB Wealth Management LLC14,806$2.36M0.0%-0.5%0.012%
1/15/2025 Arkadios Wealth Advisors13,201$2.11M0.1%+16.9%0.011%
1/15/2025 Retirement Wealth Solutions LLC8,575$1.35M1.1%N/A0.007%
1/15/2025 Brooklyn Investment Group199$32K0.0%+84.3%0.000%
1/15/2025 Merit Financial Group LLC83,397$13.30M0.2%+93.5%0.068%
1/15/2025 Chemistry Wealth Management LLC1,614$257K0.1%-14.3%0.001%
1/15/2025 Saxon Interests Inc.7,056$1.13M0.5%+13.9%0.006%
1/15/2025 Wealthcare Advisory Partners LLC6,536$1.04M0.0%+18.2%0.005%
1/15/2025 Everpar Advisors LLC1,940$309K0.2%+11.2%0.002%
1/15/2025 RDA Financial Network3,325$530K0.2%+27.6%0.003%
1/15/2025 Empirical Asset Management LLC36,643$5.85M0.2%-0.7%0.030%
1/15/2025 Cypress Wealth Services LLC52,284$8.34M1.7%-1.7%0.043%
1/15/2025 JGP Wealth Management LLC1,293$206K0.0%N/A0.001%
1/15/2025 Carnegie Investment Counsel32,284$5.15M0.1%-1.8%0.026%
1/15/2025 West Coast Financial LLC1,295$207K0.0%N/A0.001%
1/14/2025 Heritage Family Offices LLP1,434$229K0.1%+6.9%0.001%
1/14/2025 Outlook Wealth Advisors LLC9,933$1.59M0.5%-4.2%0.008%
1/14/2025 Essex Savings Bank4,015$640K0.2%+49.8%0.003%
1/14/2025 Keeler & Nadler Financial Planning & Wealth Management37,868$6.04M2.8%+15.1%0.031%
1/14/2025 HCR Wealth Advisors9,354$1.49M0.2%-3.1%0.008%
1/14/2025 Sterling Investment Advisors LLC ADV2,456$392K0.2%-33.9%0.002%
1/14/2025 Armstrong Advisory Group Inc.919$147K0.0%+41.8%0.001%
1/14/2025 Presilium Private Wealth LLC1,363$217K0.0%-24.0%0.001%
1/14/2025 CPR Investments Inc.14,065$2.24M2.0%+53.8%0.011%
1/14/2025 Richard P Slaughter Associates Inc74,616$11.90M2.7%-0.2%0.061%
1/14/2025 Laurel Wealth Advisors LLC19,192$3.06M0.5%+2.1%0.016%
1/14/2025 Clarus Wealth Advisors11,127$1.74M0.9%+3.6%0.009%
1/14/2025 Acropolis Investment Management LLC21,466$3.42M0.2%-0.7%0.017%
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Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but designed to power a $9 trillion AI revolution. And I’ve identified a little-known supplier Elon is depending on to make it all happen.

I urge you to watch this video now.
1/14/2025 Thurston Springer Miller Herd & Titak Inc.4,876$778K0.2%+7.9%0.004%
1/14/2025 Park Avenue Securities LLC931,780$148.64M1.5%+2.0%0.758%
1/14/2025 SeaCrest Wealth Management LLC8,950$1.43M0.2%+16.8%0.007%
1/14/2025 Accurate Wealth Management LLC3,007$475K0.1%+3.9%0.002%
1/14/2025 Sovereign Financial Group Inc.6,322$1.01M0.2%-8.0%0.005%
1/14/2025 KWB Wealth41,253$6.26M0.8%-13.7%0.034%
1/14/2025 Ignite Planners LLC2,253$366K0.1%-5.7%0.002%
1/14/2025 Graves Light Lenhart Wealth Inc.8,892$1.42M0.2%-16.5%0.007%
1/14/2025 Global Financial Private Client LLC11,117$1.77M0.7%-0.8%0.009%
1/14/2025 Signal Advisors Wealth LLC6,304$1.01M0.1%-39.0%0.005%
(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, 1,015 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), LPL Financial LLC ($626.71M), Morgan Stanley ($597.45M), JPMorgan Chase & Co. ($470.97M), PGIM Custom Harvest LLC ($452.40M), 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 871 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. ($17.55M), International Assets Investment Management LLC ($4.32M), LPL Financial LLC ($2.79M), CWM LLC ($2.10M), Park Avenue Securities LLC ($1.54M), 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 60,255,245 shares in the last 24 months. This purchase volume represents approximately $6.27B in transactions.

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

Of the 624 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), International Assets Investment Management LLC ($3.19M), Bank of Montreal Can ($1.81M), LPL Financial LLC ($1.39M), CWM LLC ($1.02M), JPMorgan Chase & Co. ($1.01M), and Osaic Holdings Inc. ($948.43K).

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

Institutional investors have sold a total of 28,347,075 shares in the last 24 months. This volume of shares sold represents approximately $3.27B in transactions.


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This page (NYSEARCA:IYW) was last updated on 1/22/2025 by MarketBeat.com Staff
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