Institutional Ownership Ishares Tr Us Tech Breakthroug (TECB)
This table provides information about the institutional ownership of Ishares Tr Us Tech Breakthroug (TECB). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 5.78 Million shares, which have been reported (via 13F filing form) to have a value of $325 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,552
shares
|
$87,486
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,552
shares
|
$87,486
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,338
shares
|
$75,423
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
1,252
shares
|
$70,575
0.0% of portfolio
|
Q4 2024
Reduced 82.59%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
950
shares
|
$53,551
0.0% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
800
shares
|
$45,096
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
465
shares
|
$26,212
0.01% of portfolio
|
Q1 2024
Reduced 15.91%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
400
shares
|
$22,548
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
385
shares
|
$21,702
0.0% of portfolio
|
Q1 2024
Added 175.0%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
370
shares
|
$20,856
0.0% of portfolio
|
Q4 2024
Added 9.14%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
353
shares
|
$19,898
0.0% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
328
shares
|
$18,489
0.0% of portfolio
|
Q4 2020
Reduced 69.51%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
300
shares
|
$16,911
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
300
shares
|
$16,911
0.0% of portfolio
|
Q4 2024
Reduced 19.14%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
268
shares
|
$15,107
0.0% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
245
shares
|
$13,810
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
224
shares
|
$12,626
0.0% of portfolio
|
Q2 2024
Reduced 12.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
221
shares
|
$12,457
0.0% of portfolio
|
Q4 2024
Added 206.94%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
166
shares
|
$9,357
0.0% of portfolio
|
Q2 2024
Added 36.07%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
160
shares
|
$9,019
0.0% of portfolio
|
Q4 2024
Reduced 28.25%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
134
shares
|
$7,553
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
118
shares
|
$6,651
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
88
shares
|
$4,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
56
shares
|
$3,156
0.0% of portfolio
|
Q2 2023
Reduced 97.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
43
shares
|
$2,423
0.0% of portfolio
|
Q1 2022
Reduced 77.37%
|