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 1,149 institutions that hold shares in the stock, with a total of 84.4 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
12,302
shares
|
$1.95 Million
0.64% of portfolio
|
Q3 2024
Added 3.36%
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
12,249
shares
|
$1.94 Million
0.07% of portfolio
|
Q3 2024
Added 35.68%
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
11,966
shares
|
$1.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
11,880
shares
|
$1.89 Million
0.62% of portfolio
|
Q3 2024
Added 0.2%
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
11,859
shares
|
$1.88 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
11,845
shares
|
$1.88 Million
0.18% of portfolio
|
Q3 2024
Added 0.57%
|
|
Westwood Wealth Management
|
Nov 12, 2024 Q3 2024 |
11,775
shares
|
$1.87 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
11,707
shares
|
$1.86 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
|
$1.86 Million
0.18% of portfolio
|
Q4 2022
New holding
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
11,682
shares
|
$1.85 Million
0.06% of portfolio
|
Q3 2024
Added 30.21%
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
11,641
shares
|
$1.85 Million
0.32% of portfolio
|
Q3 2024
Added 140.37%
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,353
shares
|
$1.8 Million
1.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
11,314
shares
|
$1.8 Million
0.79% of portfolio
|
Q3 2024
Added 6.61%
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
11,291
shares
|
$1.79 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.66%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
11,279
shares
|
$1.79 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
11,276
shares
|
$1.79 Million
0.74% of portfolio
|
Q2 2024
Added 24.54%
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
11,249
shares
|
$1.79 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
11,205
shares
|
$1.78 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
11,107
shares
|
$1.76 Million
1.15% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
11,014
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
11,006
shares
|
$1.75 Million
1.15% of portfolio
|
Q3 2024
Added 438.19%
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
10,949
shares
|
$1.74 Million
3.03% of portfolio
|
Q3 2023
Reduced 44.87%
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
10,745
shares
|
$1.71 Million
0.83% of portfolio
|
Q3 2024
Added 1.87%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,717
shares
|
$1.7 Million
0.02% of portfolio
|
Q4 2022
New holding
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
10,702
shares
|
$1.7 Million
0.46% of portfolio
|
Q2 2023
Reduced 0.58%
|