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 1,116 institutions that hold shares in the stock, with a total of 85.3 Million shares, which have been reported (via 13F filing form) to have a value of $12.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
21,855
shares
|
$3.32 Million
0.96% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
New England Guild Wealth Advisors, Inc.
|
Jan 11, 2023 Q4 2022 |
21,640
shares
|
$3.28 Million
0.85% of portfolio
|
Q4 2022
Reduced 22.05%
|
|
|
Acropolis Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
21,567
shares
|
$3.27 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.88%
|
|
|
Financial Counselors Inc
|
Aug 01, 2024 Q2 2024 |
21,560
shares
|
$3.27 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.3%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
21,550
shares
|
$3.27 Million
2.54% of portfolio
|
Q3 2023
New holding
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
21,489
shares
|
$3.26 Million
0.01% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 06, 2024 Q2 2024 |
21,427
shares
|
$3.25 Million
2.43% of portfolio
|
Q2 2024
Added 5.2%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
20,971
shares
|
$3.18 Million
0.19% of portfolio
|
Q4 2023
Added 28.78%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
20,755
shares
|
$3.15 Million
0.14% of portfolio
|
Q1 2024
Reduced 2.6%
|
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
20,730
shares
|
$3.14 Million
0.18% of portfolio
|
Q2 2024
Reduced 26.68%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Aug 09, 2024 Q2 2024 |
20,693
shares
|
$3.14 Million
2.02% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Ieq Capital, LLC
|
Aug 12, 2024 Q2 2024 |
20,678
shares
|
$3.14 Million
0.04% of portfolio
|
Q4 2023
Reduced 5.22%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
20,636
shares
|
$3.13 Million
0.84% of portfolio
|
Q2 2024
Added 5.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
20,290
shares
|
$3.08 Million
0.08% of portfolio
|
Q2 2024
Added 52.49%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
20,091
shares
|
$3.05 Million
0.14% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Clifford Swan Investment Counsel LLC
|
Aug 06, 2024 Q2 2024 |
20,000
shares
|
$3.03 Million
0.11% of portfolio
|
Q4 2022
Reduced 0.02%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
19,952
shares
|
$3.03 Million
0.03% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
19,943
shares
|
$3.03 Million
1.08% of portfolio
|
Q3 2024
New holding
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
19,592
shares
|
$2.97 Million
0.03% of portfolio
|
Q2 2024
Added 42.44%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2024 Q2 2024 |
19,591
shares
|
$2.97 Million
0.29% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
19,458
shares
|
$2.95 Million
0.01% of portfolio
|
Q2 2024
Added 1.08%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Aug 12, 2024 Q2 2024 |
19,438
shares
|
$2.95 Million
0.06% of portfolio
|
Q2 2024
Reduced 14.74%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
19,189
shares
|
$2.91 Million
0.01% of portfolio
|
Q2 2024
Added 1175.02%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
19,172
shares
|
$2.91 Million
1.39% of portfolio
|
Q2 2024
Reduced 1.27%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
18,849
shares
|
$2.86 Million
0.14% of portfolio
|
Q3 2024
Reduced 10.39%
|