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

iShares U.S. Technology ETF logo
$156.72 -1.19 (-0.75%)
(As of 10:39 AM ET)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Technology ETF (NYSEARCA:IYW)

Number of
Institutional Buyers
(last 12 months)
604
Total
Institutional Inflows
(last 12 months)
$3.07B
Number of
Institutional Sellers
(last 12 months)
428
Total
Institutional Outflows
(last 12 months)
$677.91M
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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
11/20/2024Westside Investment Management Inc.6,901$1.03M0.2%+1.7%0.006%
11/19/2024 Invst LLC52,068$7.90M1.0%-40.6%0.042%
11/18/2024 TD Private Client Wealth LLC2,995$454K0.0%+6.5%0.002%
11/18/2024 Virtue Capital Management LLC15,328$2.32M0.5%+5.4%0.012%
11/18/2024 Arete Wealth Advisors LLC2,999$453K0.0%-32.0%0.002%
11/18/2024 Sunbelt Securities Inc.24,587$3.73M0.4%-3.7%0.020%
11/18/2024 Coldstream Capital Management Inc.3,038$461K0.0%-10.3%0.002%
11/15/2024 High Falls Advisors Inc69,080$10.47M2.4%-9.2%0.056%
11/15/2024 Executive Wealth Management LLC4,657$706K0.1%N/A0.004%
11/15/2024 Barclays PLC15,437$2.34M0.0%+192.7%0.013%
11/15/2024 Continuum Advisory LLC660$105K0.0%-21.9%0.001%
11/15/2024 EWA LLC27,965$4.46M1.6%-9.0%0.023%
11/15/2024 MML Investors Services LLC825,812$125.21M0.5%-5.5%0.672%
11/15/2024 Legacy Investment Solutions LLC392$63K0.0%N/A0.000%
11/15/2024 Northeast Financial Consultants Inc20,563$3.12M0.1%-0.9%0.017%
11/15/2024 Orion Portfolio Solutions LLC64,840$9.83M0.2%-13.9%0.053%
11/15/2024 National Bank of Canada FI71,906$10.90M0.0%-4.9%0.059%
11/15/2024 EP Wealth Advisors LLC12,712$1.93M0.0%+9.2%0.010%
11/15/2024 Insigneo Advisory Services LLC1,412$214K0.0%N/A0.001%
11/15/2024 Kovitz Investment Group Partners LLC1,641$249K0.0%N/A0.001%
11/15/2024 Two Sigma Advisers LP160,500$24.34M0.1%-38.0%0.131%
11/15/2024 Stifel Financial Corp465,365$70.56M0.1%-2.0%0.379%
11/15/2024 Swmg LLC28,973$4.64M1.9%+0.5%0.024%
11/15/2024 Quadrature Capital Ltd6,843$1.04M0.0%+24.3%0.006%
11/15/2024 Quantinno Capital Management LP6,011$912K0.0%+62.6%0.005%
11/15/2024 Redwood Investment Management LLC7,384$1.12M0.1%-4.1%0.006%
11/15/2024 Pinnacle Family Advisors LLC1,987$301K0.2%-5.2%0.002%
11/15/2024 Parker Investment Management LLC535,888$81.25M12.9%-49.8%0.436%
11/15/2024 IHT Wealth Management LLC109,932$16.66M0.5%+30.0%0.089%
11/15/2024 Integrated Wealth Concepts LLC167,980$25.47M0.3%-8.7%0.137%
11/15/2024 Harmony Asset Management LLC13,829$2.10M0.8%+19.3%0.011%
11/15/2024 HighTower Advisors LLC360,435$54.63M0.1%+55.1%0.293%
11/15/2024 Hilltop Holdings Inc.3,361$509K0.0%-14.7%0.003%
11/15/2024 Ascent Group LLC45,218$6.86M0.5%+3.7%0.037%
11/15/2024 Benjamin Edwards Inc.15,075$2.29M0.0%N/A0.012%
11/14/2024 Semmax Financial Advisors Inc.2,580$415K0.1%-3.9%0.002%
11/14/2024 Tradition Wealth Management LLC22,196$3.37M0.3%-4.8%0.018%
11/14/2024 TRUE Private Wealth Advisors28,529$4.33M0.5%-18.6%0.023%
11/14/2024 Circle Wealth Management LLC2,093$317K0.0%-11.2%0.002%
11/14/2024 Captrust Financial Advisors362,796$55.01M0.2%-4.5%0.295%
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11/14/2024 Icon Wealth Advisors LLC101,196$15.34M1.3%-4.8%0.082%
11/14/2024 Rockefeller Capital Management L.P.116,957$17.73M0.0%-3.1%0.095%
11/14/2024 Financial Counselors Inc.22,060$3.35M0.0%+2.3%0.018%
11/14/2024 Stone House Investment Management LLC73,411$11.13M2.3%-5.4%0.060%
11/14/2024 True Vision MN LLC19,859$3.01M1.8%-4.0%0.016%
11/14/2024 CreativeOne Wealth LLC139,264$21.12M0.7%+51.0%0.113%
11/13/2024 Freedom Investment Management Inc.1,377$209K0.0%N/A0.001%
11/13/2024 Townsquare Capital LLC81,529$12.36M0.1%+0.1%0.066%
11/13/2024 Transamerica Financial Advisors Inc.14,986$2.27M0.2%-7.9%0.012%
11/13/2024 BNP Paribas Financial Markets1,143$173K0.0%-99.4%0.001%
11/13/2024 FMR LLC62,648$9.50M0.0%+11.0%0.051%
11/13/2024 D.A. Davidson & CO.19,039$2.89M0.0%-21.6%0.015%
11/13/2024 Elios Financial Group Inc.4,382$664K0.3%N/A0.004%
11/13/2024 Patton Albertson Miller Group LLC63,007$9.55M1.3%+18.6%0.051%
11/13/2024 The Manufacturers Life Insurance Company 553,450$83.91M0.1%+4,550.8%0.451%
11/13/2024 Bank of Montreal Can106,630$16.10M0.0%+2.0%0.087%
11/13/2024 Acorn Wealth Advisors LLC1,340$203K0.1%-31.7%0.001%
11/13/2024 Associated Banc Corp3,650$553K0.0%+4.9%0.003%
11/13/2024 Private Trust Co. NA16,258$2.47M0.2%-10.4%0.013%
11/13/2024 Truvestments Capital LLC587$89K0.0%N/A0.000%
11/13/2024 Brown Brothers Harriman & Co.545$83K0.0%+81.7%0.000%
11/13/2024 Concentric Wealth Management LLC35,402$5.37M1.3%-0.3%0.029%
11/13/2024Fisher Asset Management LLC1,645$250K0.0%-48.4%0.001%
11/12/2024 Cahill Financial Advisors Inc.58,545$8.88M1.2%+59.4%0.048%
11/12/2024 Centaurus Financial Inc.14,627$2.22M0.1%-56.9%0.012%
11/12/2024 Lane & Associates LLC14,475$2.20M1.2%+100.9%0.012%
11/12/2024 KKM Financial LLC22,495$3.41M1.7%-6.7%0.018%
11/12/2024 One Charles Private Wealth Services LLC3,778$573K0.2%-36.2%0.003%
11/12/2024 Kingsview Wealth Management LLC2,019$306K0.0%-33.7%0.002%
11/12/2024 Cerity Partners LLC31,642$4.80M0.0%+35.3%0.026%
11/12/2024 Optivise Advisory Services LLC6,141$931K0.5%N/A0.005%
11/12/2024 Great Valley Advisor Group Inc.3,963$600K0.0%+1.9%0.003%
11/12/2024 Nicolet Advisory Services LLC2,909$436K0.0%+2.9%0.002%
11/12/2024 Flagstar Advisors Inc.14,655$2.22M0.6%+5.9%0.012%
11/12/2024 Stonebrook Private Inc.13,134$1.99M0.5%+289.4%0.011%
11/12/2024 Nwam LLC19,720$2.99M0.2%N/A0.016%
11/12/2024 Meridian Wealth Management LLC15,803$2.40M0.1%N/A0.013%
11/12/2024 Icon Wealth Advisors LLC4,043$613K0.0%-96.2%0.003%
11/12/2024 CFS Investment Advisory Services LLC103,027$15.62M1.3%-3.5%0.084%
11/12/2024 Citigroup Inc.49,610$7.52M0.0%+84.1%0.040%
11/12/2024 Raymond James Trust N.A.15,308$2.32M0.1%-10.3%0.012%
11/12/2024 Concorde Asset Management LLC11,353$1.72M1.0%+9.7%0.009%
11/12/2024 Activest Wealth Management345$52K0.0%N/A0.000%
11/12/2024 Navellier & Associates Inc.8,075$1.22M0.2%-41.0%0.007%
11/9/2024 LPL Financial LLC4,133,439$626.71M0.3%+3.0%3.365%
11/9/2024 Trustmark National Bank Trust Department13,815$2.10M0.2%-6.4%0.011%
11/9/2024 SSI Investment Management LLC31,750$4.81M0.4%-19.5%0.026%
11/8/2024 King Luther Capital Management Corp3,032$460K0.0%+87.0%0.002%
11/8/2024 Citizens Financial Group Inc. RI15,152$2.30M0.0%-2.2%0.012%
11/8/2024 EverSource Wealth Advisors LLC45,129$6.84M0.4%-4.4%0.037%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

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11/8/2024 Moors & Cabot Inc.2,642$401K0.0%-60.4%0.002%
11/8/2024 Stonebridge Financial Planning Group LLC72,628$11.01M5.2%-2.4%0.059%
11/8/2024 Etfidea LLC7,394$1.12M0.4%-4.9%0.006%
11/8/2024 First Horizon Advisors Inc.97,823$14.83M0.4%-1.8%0.080%
11/8/2024 Commerce Bank174,106$26.40M0.2%-3.3%0.142%
11/8/2024 Strategy Asset Managers LLC3,817$579K0.1%-11.3%0.003%
11/8/2024 Avior Wealth Management LLC2,207$335K0.0%+48.4%0.002%
11/8/2024 Yardley Wealth Management LLC2,817$427K0.3%N/A0.002%
11/8/2024 Counterweight Ventures LLC12,986$1.97M1.4%-39.4%0.011%
11/8/2024 PNC Financial Services Group Inc.394,553$59.82M0.0%-3.1%0.321%
(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, 1,001 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), International Assets Investment Management LLC ($483.69M), 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 861 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 ($1.52M), 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 60,683,585 shares in the last 24 months. This purchase volume represents approximately $6.28B in transactions.

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

Of the 611 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 ($1.81M), 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 24,696,444 shares in the last 24 months. This volume of shares sold represents approximately $2.69B in transactions.


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This page (NYSEARCA:IYW) was last updated on 11/21/2024 by MarketBeat.com Staff
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