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 |
|---|---|---|---|---|---|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
10,293
shares
|
$1.56 Million
0.85% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Jul 23, 2024 Q2 2024 |
10,280
shares
|
$1.56 Million
0.74% of portfolio
|
Q2 2024
Added 69.41%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
10,226
shares
|
$1.55 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
10,109
shares
|
$1.53 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
10,100
shares
|
$1.53 Million
0.11% of portfolio
|
Q2 2023
Reduced 6.48%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
10,039
shares
|
$1.52 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
9,992
shares
|
$1.52 Million
0.78% of portfolio
|
Q3 2024
Added 90.54%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
9,981
shares
|
$1.51 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,897
shares
|
$1.5 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
9,855
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
9,848
shares
|
$1.49 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
9,841
shares
|
$1.49 Million
1.17% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
9,836
shares
|
$1.49 Million
0.07% of portfolio
|
Q2 2024
Added 0.77%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
9,834
shares
|
$1.49 Million
0.51% of portfolio
|
Q4 2021
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
9,800
shares
|
$1.49 Million
0.18% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
9,795
shares
|
$1.49 Million
0.45% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
9,704
shares
|
$1.47 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
9,682
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Reduced 76.21%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,678
shares
|
$1.47 Million
0.16% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
9,660
shares
|
$1.47 Million
0.71% of portfolio
|
Q2 2023
Reduced 49.76%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
9,651
shares
|
$1.46 Million
0.19% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
9,600
shares
|
$1.46 Million
0.07% of portfolio
|
Q1 2023
Reduced 2.04%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
9,585
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
9,576
shares
|
$1.45 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,560
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2022
Added 0.02%
|