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 1,118 institutions that hold shares in the stock, with a total of 85 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 |
|---|---|---|---|---|---|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Jul 23, 2024 Q2 2024 |
18,839
shares
|
$2.86 Million
1.65% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 18, 2024 Q2 2024 |
18,666
shares
|
$2.83 Million
2.78% of portfolio
|
Q2 2024
Added 16.15%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
18,618
shares
|
$2.82 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
18,592
shares
|
$2.82 Million
0.44% of portfolio
|
Q2 2024
Added 3.16%
|
|
|
Seaview Investment Managers LLC
|
Aug 07, 2024 Q2 2024 |
18,538
shares
|
$2.81 Million
0.84% of portfolio
|
Q2 2024
Reduced 37.02%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2024 Q2 2024 |
18,392
shares
|
$2.79 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
|
Eq LLC
Mercer Island, WA |
Jul 25, 2024 Q2 2024 |
18,325
shares
|
$2.78 Million
1.65% of portfolio
|
Q2 2024
Added 7.39%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
18,148
shares
|
$2.75 Million
0.3% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
18,047
shares
|
$2.74 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
18,002
shares
|
$2.73 Million
0.03% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
17,885
shares
|
$2.71 Million
0.52% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
17,804
shares
|
$2.7 Million
0.05% of portfolio
|
Q2 2024
Added 5.13%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
17,715
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
17,665
shares
|
$2.68 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
17,625
shares
|
$2.67 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
17,503
shares
|
$2.66 Million
0.12% of portfolio
|
Q3 2024
Reduced 20.28%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
17,321
shares
|
$2.63 Million
1.05% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
17,211
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
17,071
shares
|
$2.59 Million
0.06% of portfolio
|
Q2 2024
Added 1.65%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
16,867
shares
|
$2.56 Million
0.25% of portfolio
|
Q3 2024
Reduced 14.0%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
16,552
shares
|
$2.51 Million
0.98% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Terra Nova Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
16,454
shares
|
$2.5 Million
1.87% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
16,305
shares
|
$2.47 Million
0.18% of portfolio
|
Q2 2024
Added 290.17%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
16,276
shares
|
$2.47 Million
0.26% of portfolio
|
Q1 2024
Added 43.26%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
16,230
shares
|
$2.46 Million
0.77% of portfolio
|
Q2 2023
Reduced 6.97%
|