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 1,307 institutions that hold shares in the stock, with a total of 88.9 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
248,187
shares
|
$46.8 Million
0.2% of portfolio
|
Q4 2024
Reduced 99.34%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
244,327
shares
|
$46.1 Million
0.24% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
240,171
shares
|
$45.3 Million
0.5% of portfolio
|
Q2 2025
Added 16.36%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
238,192
shares
|
$44.9 Million
1.92% of portfolio
|
Q4 2023
Added 35.52%
|
|
|
Jb Capital LLC
|
Jul 24, 2025 Q2 2025 |
229,398
shares
|
$43.3 Million
2.07% of portfolio
|
Q2 2025
Reduced 18.51%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
222,300
shares
|
$41.9 Million
8.49% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
221,650
shares
|
$41.8 Million
0.54% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
202,438
shares
|
$38.2 Million
2.06% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
197,934
shares
|
$37.3 Million
4.11% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
194,892
shares
|
$36.8 Million
2.35% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Advocacy Wealth Management Services, LLC
|
Aug 13, 2025 Q2 2025 |
191,964
shares
|
$36.2 Million
2.57% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 06, 2025 Q2 2025 |
186,792
shares
|
$35.2 Million
0.53% of portfolio
|
Q2 2025
Added 323.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
183,162
shares
|
$34.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
181,849
shares
|
$34.3 Million
2.28% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
171,187
shares
|
$32.3 Million
0.03% of portfolio
|
Q2 2025
Added 14772.89%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
165,391
shares
|
$31.2 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
161,525
shares
|
$30.5 Million
0.02% of portfolio
|
Q2 2025
Added 25.43%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
159,756
shares
|
$30.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
157,480
shares
|
$29.7 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.66%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
156,006
shares
|
$29.4 Million
0.05% of portfolio
|
Q3 2023
Reduced 48.98%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
155,464
shares
|
$29.3 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
150,521
shares
|
$28.4 Million
0.28% of portfolio
|
Q2 2025
Added 24.4%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
148,940
shares
|
$28.1 Million
2.61% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
144,290
shares
|
$27.2 Million
1.02% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
138,066
shares
|
$26.1 Million
0.7% of portfolio
|
Q2 2025
Added 13.77%
|