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

iShares U.S. Technology ETF logo
$136.94 +0.28 (+0.20%)
Closing price 04:10 PM Eastern
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$134.22 -2.72 (-1.98%)
As of 07:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Technology ETF (NYSEARCA:IYW)

Number of
Institutional Buyers
(last 12 months)
696
Total
Institutional Inflows
(last 12 months)
$3.10B
Number of
Institutional Sellers
(last 12 months)
535
Total
Institutional Outflows
(last 12 months)
$1.54B
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IYW Institutional Buying and Selling by Quarter

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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
4/15/2025Strategic Equity Management16,774$2.36M1.0%+7.2%0.013%
4/15/2025CX Institutional7,218$1.01M0.0%-14.9%0.006%
4/15/2025MV Capital Management Inc.2,000$281K0.0%-43.7%0.002%
4/15/2025Collier Financial447$63K0.1%-97.2%0.000%
4/15/2025Parsons Capital Management Inc. RI17,747$2.49M0.1%-1.7%0.014%
4/15/2025Ibex Wealth Advisors12,765$1.79M0.2%-3.3%0.010%
4/15/2025Accurate Wealth Management LLC2,319$315K0.1%-22.9%0.002%
4/15/2025Simplicity Wealth LLC12,990$1.82M0.1%N/A0.010%
4/15/2025Wealthcare Advisory Partners LLC5,739$806K0.0%-12.2%0.005%
4/15/2025Signet Financial Management LLC8,646$1.21M0.2%N/A0.007%
4/14/2025Investment Advisory Group LLC7,738$1.09M0.4%+3.0%0.006%
4/14/2025Pallas Capital Advisors LLC6,459$907K0.0%-2.4%0.005%
4/14/2025Farther Finance Advisors LLC103,219$14.64M0.4%+6.1%0.083%
4/14/2025Courier Capital LLC5,430$763K0.0%+23.4%0.004%
4/14/2025Outlook Wealth Advisors LLC12,436$1.75M0.5%+25.2%0.010%
4/14/2025Capital Investment Advisors LLC112,873$15.85M0.3%-2.7%0.091%
4/14/2025Central Bank & Trust Co.2,424$340K0.1%N/A0.002%
4/14/2025Lloyd Advisory Services LLC.1,714$241K0.1%-8.8%0.001%
4/14/2025Park Avenue Securities LLC966,309$135.71M1.7%+3.7%0.775%
4/14/2025SOA Wealth Advisors LLC.1,873$263K0.0%-25.3%0.002%
4/14/2025Dentgroup LLC3,311$465K0.3%-5.0%0.003%
4/14/2025Patriot Financial Group Insurance Agency LLC14,274$2.01M0.3%+4.1%0.011%
4/14/2025Revolve Wealth Partners LLC1,830$257K0.0%-7.2%0.001%
4/14/2025Charter Oak Capital Management LLC9,335$1.31M0.1%-5.0%0.007%
4/14/2025FFG Retirement Advisors LLC12,039$1.69M1.2%-17.4%0.010%
4/14/2025Buttonwood Financial Group LLC73,709$9.79M5.7%+3.6%0.059%
4/14/2025ONE Advisory Partners LLC49,126$6.90M2.9%+4.3%0.039%
4/11/2025 Perkins Coie Trust Co51,746$7.27M1.6%+1.6%0.041%
4/11/2025 Independence Bank of Kentucky2,306$324K0.1%-3.2%0.002%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV4,495$631K0.1%-3.1%0.004%
4/11/2025 Horizon Wealth Management LLC3,202$450K0.1%-23.7%0.003%
4/11/2025 Chemistry Wealth Management LLC1,510$212K0.0%-6.4%0.001%
4/11/2025 Sovereign Financial Group Inc.6,130$861K0.2%-3.0%0.005%
4/11/2025 SeaCrest Wealth Management LLC9,184$1.29M0.1%+2.6%0.007%
4/11/2025 MKT Advisors LLC8,089$1.14M0.5%+8.0%0.006%
4/11/2025 Unique Wealth LLC29,347$4.12M0.8%+92.9%0.024%
4/11/2025 Magnus Financial Group LLC11,877$1.67M0.2%-1.3%0.010%
4/11/2025 Safeguard Financial LLC3,599$506K0.1%N/A0.003%
4/11/2025 Signal Advisors Wealth LLC5,648$793K0.1%-10.4%0.005%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.5,008$703K0.1%+2.7%0.004%
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4/10/2025 KWB Wealth44,375$6.23M0.8%+7.6%0.036%
4/10/2025 Cypress Wealth Services LLC52,507$7.37M1.5%+0.4%0.042%
4/10/2025 Maltin Wealth Management Inc.9,956$1.40M0.7%-1.3%0.008%
4/10/2025 Naples Global Advisors LLC3,207$450K0.0%-2.6%0.003%
4/10/2025 Beacon Financial Group45,775$6.43M0.7%+7.0%0.037%
4/10/2025 Secure Asset Management LLC23,692$3.33M0.7%+3.5%0.019%
4/10/2025 Granite Bay Wealth Management LLC2,341$329K0.1%-9.2%0.002%
4/10/2025 Firethorn Wealth Partners LLC14,779$2.08M1.0%+0.8%0.012%
4/10/2025 Richard P Slaughter Associates Inc7,950$1.12M0.3%-89.3%0.006%
4/10/2025 Lakeshore Capital Group Inc.16,241$2.28M2.2%N/A0.013%
4/10/2025 CPR Investments Inc.16,070$2.26M2.0%+14.3%0.013%
4/10/2025 TrueWealth Advisors LLC4,179$587K0.2%-17.4%0.003%
4/10/2025 Legacy Financial Group LLC34,504$4.85M0.7%+3.5%0.028%
4/10/2025 EWG Elevate Inc.29,518$4.15M1.5%+176.1%0.024%
4/9/2025 Planned Solutions Inc.4,210$591K0.2%N/A0.003%
4/9/2025 RFG Advisory LLC24,787$3.48M0.1%-44.6%0.020%
4/9/2025 Merit Financial Group LLC206,402$28.99M0.4%+147.5%0.166%
4/9/2025 Affiance Financial LLC4,676$657K0.2%-1.9%0.004%
4/9/2025 Elevation Wealth Partners LLC1,635$230K0.1%+3,533.3%0.001%
4/9/2025 Flagstar Advisors Inc.15,466$2.17M0.6%-6.5%0.012%
4/9/2025 IMZ Advisory Inc2,295$322K0.1%-4.9%0.002%
4/9/2025 LVW Advisors LLC14,240$2M0.2%+3.2%0.011%
4/9/2025 McNaughton Wealth Management LLC25,824$3.63M1.8%N/A0.021%
4/9/2025 NBC Securities Inc.7,379$1.04M0.1%+105,314.3%0.006%
4/9/2025 SigFig Wealth Management LLC21,271$2.99M0.1%+2.6%0.017%
4/9/2025 American National Bank & Trust655$92K0.0%+612.0%0.001%
4/9/2025 Mechanics Bank Trust Department62,066$8.72M1.2%-0.8%0.050%
4/9/2025 Castle Rock Wealth Management LLC12,704$1.80M0.5%-1.8%0.010%
4/8/2025 Founders Capital Management854$120K0.1%-10.0%0.001%
4/8/2025 Fifth Third Wealth Advisors LLC11,957$1.68M0.1%N/A0.010%
4/8/2025 Presidio Capital Management LLC3,586$504K0.2%-32.0%0.003%
4/8/2025 First Community Trust NA400$56K0.0%N/A0.000%
4/8/2025 Atlas Brown Inc.2,550$358K0.1%-21.6%0.002%
4/8/2025 Lantz Financial LLC13,906$1.95M0.5%+2.6%0.011%
4/8/2025 Advisory Alpha LLC8,653$1.22M0.1%+1.7%0.007%
4/8/2025 Retirement Wealth Solutions LLC10,237$1.44M1.2%+19.4%0.008%
4/8/2025 Private Client Services LLC3,769$529K0.3%+12.7%0.003%
4/8/2025 Parallel Advisors LLC26,366$3.70M0.1%+1.1%0.021%
4/7/2025 GAMMA Investing LLC304,193$42.72M0.0%+13,892.3%0.244%
4/7/2025 AdvisorNet Financial Inc9,778$1.37M0.1%+10.8%0.008%
4/4/2025 Legacy Private Trust Co.11,650$1.64M0.1%-0.8%0.009%
4/3/2025 Central Pacific Bank Trust Division37,499$5.27M0.7%+34.1%0.030%
4/3/2025 First Hawaiian Bank27,085$3.80M0.2%+60.4%0.022%
4/3/2025 First Citizens Financial Corp103,471$14.53M8.2%-0.2%0.083%
4/2/2025 Park National Corp OH6,050$850K0.0%-2.4%0.005%
4/2/2025 Marcum Wealth LLC9,787$1.38M0.1%-4.1%0.008%
3/24/2025Fulcrum Equity Management7,572$1.21M1.2%+8.0%0.006%
3/24/2025Mascagni Wealth Management Inc.1,288$205K0.2%N/A0.001%
3/21/2025Prostatis Group LLC52,311$8.35M2.4%-2.7%0.042%
3/19/2025M1 Capital Management LLC17,979$2.87M1.5%N/A0.014%
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3/18/2025Objective Capital Management LLC1,531$244K0.2%N/A0.001%
3/18/2025Thoma Capital Management LLC1,704$272K0.2%N/A0.001%
3/17/2025Wealth Enhancement Advisory Services LLC127,506$20.34M0.0%+18.5%0.102%
3/14/2025Tableaux LLC36,085$5.76M4.8%N/A0.029%
3/12/2025Centaurus Financial Inc.14,332$2.29M0.1%-2.0%0.011%
3/11/2025Lighthouse Financial LLC4,600$734K0.6%N/A0.004%
3/11/2025Anchor Pointe Wealth Management LLC4,647$748K1.0%N/A0.004%
3/6/2025Kilter Group LLC32,835$5.24M3.4%N/A0.026%
3/5/2025 Castle Rock Wealth Management LLC12,939$2.15M0.5%+2.9%0.010%
3/3/2025Forthright Family Wealth Advisory LLC25,034$3.99M2.6%-9.1%0.020%
(Data available from 1/1/2016 forward)

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IYW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYW shares?

During the previous two years, 1,153 institutional investors and hedge funds held shares of iShares U.S. Technology ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.63B), LPL Financial LLC ($815.36M), Bank of America Corp DE ($685.54M), Morgan Stanley ($597.45M), JPMorgan Chase & Co. ($545.71M), PGIM Custom Harvest LLC ($452.40M), and UBS Group AG ($261.41M).Learn more on IYW's institutional investors.

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

Of the 975 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. ($7.73M), International Assets Investment Management LLC ($4.32M), LPL Financial LLC ($2.01M), Hsbc Holdings PLC ($1.64M), Raymond James Financial Inc. ($1.61M), Envestnet Portfolio Solutions Inc. ($1.39M), and Dynasty Wealth Management LLC ($1.38M).

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

Institutional investors have bought a total of 45,912,045 shares in the last 24 months. This purchase volume represents approximately $5.85B in transactions.

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

Of the 698 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. ($8.22M), International Assets Investment Management LLC ($3.18M), LPL Financial LLC ($1.39M), CWM LLC ($1.02M), JPMorgan Chase & Co. ($1.01M), Osaic Holdings Inc. ($948.43K), and Park Avenue Securities LLC ($886.41K).

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

Institutional investors have sold a total of 28,171,347 shares in the last 24 months. This volume of shares sold represents approximately $3.46B in transactions.


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This page (NYSEARCA:IYW) was last updated on 4/15/2025 by MarketBeat.com Staff
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