Institutional Ownership Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW). We have compiled data on the 1,254 institutions that hold shares in the stock, with a total of 86.6 Million shares, which have been reported (via 13F filing form) to have a value of $15.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ibex Wealth Advisors
Lebanon, NJ |
Apr 15, 2025 Q1 2025 |
12,765
shares
|
$2.28 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
12,697
shares
|
$2.26 Million
1.16% of portfolio
|
Q1 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
12,663
shares
|
$2.26 Million
0.58% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
12,600
shares
|
$2.25 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
12,465
shares
|
$2.22 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
12,457
shares
|
$2.22 Million
0.68% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
12,436
shares
|
$2.22 Million
0.59% of portfolio
|
Q1 2025
Added 25.2%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
12,286
shares
|
$2.19 Million
1.56% of portfolio
|
Q2 2025
Added 12.34%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
12,278
shares
|
$2.19 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
12,254
shares
|
$2.19 Million
1.32% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
12,250
shares
|
$2.18 Million
0.06% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
12,091
shares
|
$2.16 Million
0.14% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
12,067
shares
|
$2.15 Million
0.58% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
12,047
shares
|
$2.15 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
12,042
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
12,000
shares
|
$2.14 Million
0.13% of portfolio
|
Q1 2025
Reduced 20.53%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
11,911
shares
|
$2.12 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
11,902
shares
|
$2.12 Million
0.16% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
11,862
shares
|
$2.12 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
11,773
shares
|
$2.1 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11,765
shares
|
$2.1 Million
0.81% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
11,707
shares
|
$2.09 Million
0.18% of portfolio
|
Q4 2022
Reduced 20.09%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
11,707
shares
|
$2.09 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
11,694
shares
|
$2.09 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
11,669
shares
|
$2.08 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.27%
|