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 |
|---|---|---|---|---|---|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
9,800
shares
|
$1.56 Million
0.18% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
9,795
shares
|
$1.56 Million
0.45% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
9,704
shares
|
$1.54 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
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Reduced 76.21%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
9,678
shares
|
$1.54 Million
0.16% of portfolio
|
Q2 2023
Added 0.03%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
9,660
shares
|
$1.53 Million
0.71% of portfolio
|
Q2 2023
Reduced 49.76%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
9,651
shares
|
$1.53 Million
0.19% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
9,600
shares
|
$1.52 Million
0.07% of portfolio
|
Q1 2023
Reduced 2.04%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
9,585
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
9,576
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.24%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,560
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
9,460
shares
|
$1.5 Million
0.72% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,404
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
9,362
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
9,351
shares
|
$1.48 Million
0.23% of portfolio
|
Q3 2024
Added 29.95%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
9,316
shares
|
$1.48 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
9,216
shares
|
$1.46 Million
0.26% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
9,200
shares
|
$1.46 Million
0.36% of portfolio
|
Q1 2023
Reduced 16.18%
|
|
|
Cpr Investments Inc.
Rochester, MI |
Oct 16, 2024 Q3 2024 |
9,144
shares
|
$1.45 Million
1.97% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Oct 08, 2024 Q3 2024 |
9,076
shares
|
$1.44 Million
0.63% of portfolio
|
Q3 2024
Added 22.8%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
9,025
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
8,991
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,943
shares
|
$1.42 Million
0.29% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
8,917
shares
|
$1.42 Million
0.25% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Aug 12, 2024 Q2 2024 |
8,845
shares
|
$1.4 Million
1.14% of portfolio
|
Q2 2024
Added 2.34%
|