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 |
|---|---|---|---|---|---|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
13,142
shares
|
$1.99 Million
0.57% of portfolio
|
Q2 2022
Reduced 4.06%
|
|
|
Waddell & Associates, LLC
|
Aug 06, 2024 Q2 2024 |
13,098
shares
|
$1.99 Million
0.26% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
13,055
shares
|
$1.98 Million
1.17% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
13,039
shares
|
$1.98 Million
0.63% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 13, 2024 Q2 2024 |
12,975
shares
|
$1.97 Million
1.78% of portfolio
|
Q2 2024
Added 25.62%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,720
shares
|
$1.93 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
12,660
shares
|
$1.92 Million
1.02% of portfolio
|
Q3 2024
Added 11843.4%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
12,607
shares
|
$1.91 Million
0.35% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 01, 2024 Q2 2024 |
12,597
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
12,592
shares
|
$1.91 Million
0.15% of portfolio
|
Q1 2022
Reduced 0.32%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
12,576
shares
|
$1.91 Million
0.48% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
12,302
shares
|
$1.87 Million
0.64% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
12,066
shares
|
$1.83 Million
0.08% of portfolio
|
Q2 2024
Added 72.74%
|
|
|
Westwood Wealth Management
|
Aug 14, 2024 Q2 2024 |
12,050
shares
|
$1.83 Million
0.73% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
11,966
shares
|
$1.82 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 15, 2024 Q2 2024 |
11,940
shares
|
$1.81 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
11,900
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
11,880
shares
|
$1.8 Million
0.62% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
11,845
shares
|
$1.8 Million
0.18% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
11,707
shares
|
$1.78 Million
0.18% of portfolio
|
Q4 2022
Reduced 20.09%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
11,707
shares
|
$1.78 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
11,643
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2024
Added 2.13%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
11,641
shares
|
$1.77 Million
0.32% of portfolio
|
Q3 2024
Added 140.37%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
11,587
shares
|
$1.76 Million
0.73% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
|
Atmos Capital Gestao De Recursos Ltda.
Leblon Rio De Janeiro, D5 |
Aug 14, 2024 Q2 2024 |
11,558
shares
|
$1.75 Million
0.24% of portfolio
|
Q4 2023
Reduced 42.61%
|