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 1,147 institutions that hold shares in the stock, with a total of 84.1 Million shares, which have been reported (via 13F filing form) to have a value of $13.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
39,816
shares
|
$6.32 Million
0.67% of portfolio
|
Q3 2022
Reduced 0.9%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
39,688
shares
|
$6.3 Million
0.52% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
39,384
shares
|
$6.25 Million
1.12% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
39,198
shares
|
$6.22 Million
0.43% of portfolio
|
Q3 2024
Added 11.42%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
38,790
shares
|
$6.16 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
37,474
shares
|
$5.95 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
37,446
shares
|
$5.94 Million
1.64% of portfolio
|
Q3 2024
Reduced 19.88%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
37,261
shares
|
$5.92 Million
1.17% of portfolio
|
Q2 2022
Reduced 4.14%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
37,009
shares
|
$5.88 Million
0.63% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
36,890
shares
|
$5.86 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
36,543
shares
|
$5.8 Million
2.62% of portfolio
|
Q1 2024
Added 19.27%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
36,445
shares
|
$5.79 Million
0.8% of portfolio
|
Q3 2024
Reduced 7.73%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
35,976
shares
|
$5.71 Million
3.91% of portfolio
|
Q3 2024
Added 7.25%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
35,705
shares
|
$5.67 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
35,652
shares
|
$5.66 Million
0.3% of portfolio
|
Q3 2024
Added 192.64%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
35,402
shares
|
$5.62 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
35,310
shares
|
$5.61 Million
0.58% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
35,288
shares
|
$5.6 Million
1.03% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
34,549
shares
|
$5.48 Million
0.18% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
34,326
shares
|
$5.45 Million
4.02% of portfolio
|
Q3 2024
Added 7.13%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
34,296
shares
|
$5.44 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
33,582
shares
|
$5.33 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
33,258
shares
|
$5.28 Million
1.0% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
33,192
shares
|
$5.27 Million
0.31% of portfolio
|
Q3 2024
Reduced 21.5%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
33,187
shares
|
$5.27 Million
0.16% of portfolio
|
Q3 2024
Reduced 8.82%
|