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 1,252 institutions that hold shares in the stock, with a total of 84.7 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
240,052
shares
|
$33.8 Million
9.28% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
238,192
shares
|
$33.5 Million
1.92% of portfolio
|
Q4 2023
Added 35.52%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
208,775
shares
|
$29.4 Million
0.19% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
206,846
shares
|
$29.1 Million
2.2% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
206,402
shares
|
$29 Million
0.45% of portfolio
|
Q1 2025
Added 147.49%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2025 Q4 2024 |
204,423
shares
|
$28.8 Million
2.24% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
197,391
shares
|
$27.8 Million
2.2% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
187,947
shares
|
$26.4 Million
0.05% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
184,887
shares
|
$26 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Advocacy Wealth Management Services, LLC
|
Feb 14, 2025 Q4 2024 |
172,049
shares
|
$24.2 Million
2.25% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
171,496
shares
|
$24.1 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
161,921
shares
|
$22.8 Million
0.5% of portfolio
|
Q4 2024
Reduced 10.51%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
156,006
shares
|
$21.9 Million
0.05% of portfolio
|
Q3 2023
Reduced 48.98%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
155,631
shares
|
$21.9 Million
0.04% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
151,613
shares
|
$21.3 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
136,517
shares
|
$19.2 Million
0.21% of portfolio
|
Q4 2024
Reduced 21.64%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
135,146
shares
|
$19 Million
0.72% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
134,804
shares
|
$19 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
129,025
shares
|
$18.1 Million
0.18% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
127,506
shares
|
$17.9 Million
0.04% of portfolio
|
Q4 2024
Added 18.32%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
126,404
shares
|
$17.8 Million
0.51% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
124,724
shares
|
$17.5 Million
1.87% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
123,813
shares
|
$17.4 Million
2.24% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
123,810
shares
|
$17.4 Million
0.02% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
120,247
shares
|
$16.9 Million
0.46% of portfolio
|
Q4 2024
Added 1.8%
|