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

iShares U.S. Technology ETF logo
$150.11 +0.74 (+0.50%)
Closing price 04:10 PM Eastern
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$150.29 +0.18 (+0.12%)
As of 05:06 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)
688
Total
Institutional Inflows
(last 12 months)
$3.07B
Number of
Institutional Sellers
(last 12 months)
525
Total
Institutional Outflows
(last 12 months)
$1.53B
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IYW Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
3/18/2025Objective Capital Management LLC1,531$244K0.2%N/A0.001%
3/18/2025Thoma Capital Management LLC1,704$272K0.2%N/A0.001%
3/17/2025 Wealth Enhancement Advisory Services LLC127,506$20.34M0.0%+18.5%0.102%
3/14/2025Tableaux LLC36,085$5.76M4.8%N/A0.029%
3/12/2025 Centaurus Financial Inc.14,332$2.29M0.1%-2.0%0.011%
3/11/2025 Lighthouse Financial LLC4,600$734K0.6%N/A0.004%
3/11/2025 Anchor Pointe Wealth Management LLC4,647$748K1.0%N/A0.004%
3/6/2025 Kilter 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%
3/3/2025 Forthright Family Wealth Advisory LLC25,034$3.99M2.6%-9.1%0.020%
2/28/2025 BridgePort Financial Solutions LLC19,662$2.99M1.4%N/A0.016%
2/28/2025 Brooklyn FI LLC19,200$3.04M0.5%N/A0.015%
2/27/2025Jefferies Financial Group Inc.2,066$330K0.0%+38.8%0.002%
2/26/2025 Capital A Wealth Management LLC5,878$938K1.6%N/A0.005%
2/26/2025 Virtue Capital Management LLC14,945$2.38M0.5%-2.5%0.012%
2/25/2025 B. Riley Wealth Advisors Inc.42,398$6.76M0.2%-33.3%0.034%
2/25/2025 Armis Advisers LLC9,809$1.57M0.2%N/A0.008%
2/24/2025 Ameriflex Group Inc.4,007$640K0.3%N/A0.003%
2/20/2025 Michels Family Financial LLC3,456$551K0.5%N/A0.003%
2/19/2025 Warm Springs Advisors Inc.2,695$430K0.4%N/A0.002%
2/19/2025 Richmond Investment Services LLC1,845$294K0.2%N/A0.002%
2/19/2025 Invst LLC50,999$8.14M1.0%-2.1%0.042%
2/19/2025 WCG Wealth Advisors LLC50,216$8.01M0.5%-2.1%0.041%
2/18/2025 Western Wealth Management LLC7,876$1.26M0.4%-70.1%0.006%
2/18/2025 Sunbelt Securities Inc.22,472$3.62M0.3%-8.6%0.018%
2/18/2025 Stonebridge Financial Planning Group LLC69,196$11.04M4.9%-4.7%0.056%
2/18/2025 Pettinga Financial Advisors LLC71,216$11.36M2.6%-6.2%0.058%
2/18/2025 Retirement Planning Group LLC1,424$227K0.0%N/A0.001%
2/18/2025 JT Stratford LLC3,041$485K0.1%+73.0%0.002%
2/18/2025 Pinkerton Retirement Specialists LLC5,233$835K0.1%-91.6%0.004%
2/18/2025 Harmony Asset Management LLC9,683$1.55M0.6%-30.0%0.008%
2/18/2025 Focus Partners Advisor Solutions LLC2,300$367K0.0%+6.3%0.002%
2/18/2025 First Heartland Consultants Inc.40,669$6.49M0.6%+15.2%0.033%
2/18/2025 NCM Capital Management LLC9,361$1.49M0.7%-1.0%0.008%
2/18/2025 Lantern Wealth Advisors LLC3,279$523K0.3%N/A0.003%
2/17/2025 Waverly Advisors LLC13,754$2.19M0.0%-21.1%0.011%
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2/17/2025 Willis Johnson & Associates Inc.3,528$563K0.0%-10.1%0.003%
2/17/2025 Vermillion & White Wealth Management Group LLC2,878$459K0.3%+29.9%0.002%
2/17/2025 Vident Advisory LLC2,979$475K0.0%N/A0.002%
2/17/2025 Visionary Wealth Advisors9,667$1.54M0.1%-14.3%0.008%
2/17/2025 Vivaldi Capital Management LP7,655$1.20M0.2%+3.9%0.006%
2/17/2025 Two Sigma Investments LP737,924$117.71M0.3%+19.0%0.601%
2/17/2025 Stonebrook Private Inc.12,670$2.02M0.5%-3.5%0.010%
2/17/2025 Strategic Wealth Partners Ltd.6,152$1.02M0.1%N/A0.005%
2/17/2025 Sentinus LLC29,005$4.63M1.4%+89.6%0.024%
2/17/2025 Snowden Capital Advisors LLC42,514$6.78M0.2%-6.0%0.035%
2/17/2025 Royal Bank of Canada1,072,099$171.02M0.0%-14.2%0.873%
2/17/2025 Redwood Financial Network Corp7,770$1.24M0.9%+140.9%0.006%
2/17/2025 Redwood Investment Management LLC7,608$1.21M0.1%+3.0%0.006%
2/17/2025 Quadcap Wealth Management LLC2,081$332K0.0%-14.8%0.002%
2/17/2025 Quantinno Capital Management LP10,214$1.63M0.0%+69.9%0.008%
2/17/2025 Pathstone Holdings LLC51,115$8.15M0.0%-0.4%0.042%
2/17/2025 NorthRock Partners LLC5,550$885K0.0%+66.7%0.005%
2/17/2025 Mmbg Investment Advisors CO.24,053$3.84M0.4%-50.8%0.020%
2/17/2025 LifePlan Investment Advisors Inc.5,374$857K0.5%-4.5%0.004%
2/17/2025 Investor s Fiduciary Advisor Network LLC5,455$870K0.3%N/A0.004%
2/17/2025 JARISLOWSKY FRASER Ltd3,700$590K0.0%+2.9%0.003%
2/17/2025Jefferies Financial Group Inc.2,066$330K0.0%+38.8%0.002%
2/17/2025 KKM Financial LLC18,851$3.01M1.3%-16.2%0.015%
2/17/2025 Guardian Wealth Advisors LLC NC1,805$288K0.0%N/A0.001%
2/17/2025 Gen Wealth Partners Inc18,902$3.02M1.3%+0.8%0.015%
2/17/2025 Focus Partners Wealth13,597$2.17M0.0%+57.6%0.011%
2/17/2025 First Manhattan CO. LLC.15,739$2.51M0.0%N/A0.013%
2/17/2025 Fullcircle Wealth LLC7,151$1.18M0.5%+4.8%0.006%
2/17/2025 Clark Capital Management Group Inc.2,049$327K0.0%+12.2%0.002%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main22,938$3.66M0.0%+1,664.5%0.019%
2/17/2025 Dunhill Financial LLC386$62K0.0%+183.8%0.000%
2/17/2025 EP Wealth Advisors LLC17,714$2.83M0.0%+39.3%0.014%
2/17/2025 CoreCap Advisors LLC33,959$5.42M0.2%-35.7%0.028%
2/17/2025 Cresset Asset Management LLC18,699$2.98M0.0%-20.3%0.015%
2/17/2025 Cambridge Investment Research Advisors Inc.255,741$40.80M0.1%-11.6%0.208%
2/17/2025 Cetera Investment Advisers692,586$110.48M0.2%-4.8%0.564%
2/17/2025 Cahill Financial Advisors Inc.61,900$9.87M1.3%+5.7%0.050%
2/17/2025 Captrust Financial Advisors345,087$55.05M0.2%-4.9%0.281%
2/17/2025 Cary Street Partners Financial LLC47,763$7.62M0.2%N/A0.039%
2/17/2025 Baird Financial Group Inc.41,868$6.68M0.0%+3.0%0.034%
2/17/2025 Baker Avenue Asset Management LP27,744$4.43M0.1%+14.3%0.023%
2/17/2025 Beverly Hills Private Wealth LLC2,016$322K0.1%-8.7%0.002%
2/17/2025 Bank of America Corp DE4,297,527$685.54M0.1%+0.6%3.498%
2/17/2025 BIP Wealth LLC2,223$355K0.0%+38.9%0.002%
2/17/2025 BNP Paribas Financial Markets242$39K0.0%-78.8%0.000%
2/17/2025 Ameriprise Financial Inc.1,198,391$191.09M0.0%-3.5%0.975%
2/17/2025 Aptus Capital Advisors LLC6,256$998K0.0%+71.8%0.005%
2/17/2025 Ancora Advisors LLC28,331$4.52M0.1%+13.7%0.023%
2/17/2025 Apex Wealth Management LLC5,318$848K0.7%N/A0.004%
2/17/2025 Advocacy Wealth Management Services LLC172,049$27.45M2.1%+6.5%0.140%
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2/17/2025 AlTi Global Inc.6,846$1.09M0.0%+46.3%0.006%
2/17/2025 Allegheny Financial Group1,300$207K0.1%-31.2%0.001%
2/17/2025 Adapt Wealth Advisors LLC4,396$701K0.3%-4.4%0.004%
2/14/2025 Gallagher Fiduciary Advisors LLC2,373$378K0.1%+68.8%0.002%
2/14/2025 Pennington Partners & CO. LLC1,782$284K0.1%N/A0.001%
2/14/2025 Mercer Global Advisors Inc. ADV40,850$6.52M0.0%-46.5%0.033%
2/14/2025 FAS Wealth Partners Inc.5,907$942K0.1%-3.4%0.005%
2/14/2025 LGT Financial Advisors LLC1,980$316K0.7%+8.3%0.002%
2/14/2025 Eagle Strategies LLC13,291$2.12M0.4%+14.2%0.011%
2/14/2025 Westbourne Investments Inc.12,260$1.96M1.2%N/A0.010%
(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, 1,148 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 971 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 45,868,484 shares in the last 24 months. This purchase volume represents approximately $5.82B in transactions.

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

Of the 694 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 28,231,045 shares in the last 24 months. This volume of shares sold represents approximately $3.45B in transactions.



This page (NYSEARCA:IYW) was last updated on 3/25/2025 by MarketBeat.com Staff
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