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iShares U.S. Technology ETF (IYW) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares U.S. Technology ETF (NYSEARCA:IYW)

Number of
Institutional Buyers
(last 12 months)
564
Total
Institutional Inflows
(last 12 months)
$2.28B
Number of
Institutional Sellers
(last 12 months)
429
Total
Institutional Outflows
(last 12 months)
$2.01B
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IYW Institutional Buying and Selling by Quarter

iShares U.S. Technology ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2024 Atria Investments Inc138,173$18.66M0.3%+11.9%0.112%
5/17/2024 Semmax Financial Advisors Inc.2,375$319K0.1%+44.8%0.002%
5/17/2024 Comerica Bank71,174$9.61M0.0%+50.9%0.058%
5/17/2024 Tidal Investments LLC140,082$18.96M0.3%+25.6%0.114%
5/17/2024 Creekmur Asset Management LLC459$62K0.0%-17.9%0.000%
5/16/2024 Redwood Investment Management LLC6,942$938K0.1%+49.8%0.006%
5/16/2024 B. Riley Wealth Advisors Inc.63,125$8.53M0.2%+3.2%0.051%
5/16/2024 Ancora Advisors LLC13,306$1.80M0.0%+94.3%0.011%
5/16/2024 Dynasty Wealth Management LLC882,744$119.22M3.8%N/A0.719%
5/16/2024 High Falls Advisors Inc77,359$10.45M2.6%-2.4%0.063%
5/16/2024 Prudent Investors Network Inc.5,612$758K0.3%N/A0.005%
5/16/2024 Icon Wealth Advisors LLC111,946$15.12M1.4%+9.7%0.091%
5/16/2024 Captrust Financial Advisors401,084$54.17M0.2%-3.1%0.326%
5/15/2024 Ascent Group LLC35,535$4.80M0.4%+19.0%0.029%
5/15/2024 SVB Wealth LLC7,758$1.05M0.0%-11.1%0.006%
5/15/2024 Flow Traders U.S. LLC43,742$5.91M0.3%N/A0.036%
5/15/2024 Mount Yale Investment Advisors LLC21,638$2.92M0.2%+17.7%0.018%
5/15/2024 BOKF NA903$122K0.0%+20.1%0.001%
5/15/2024 Kestra Advisory Services LLC298,004$40.25M0.3%+8.5%0.243%
5/15/2024 1832 Asset Management L.P.373,406$50.43M0.0%+6,689.2%0.304%
5/14/2024 JT Stratford LLC2,148$290K0.1%-9.1%0.002%
5/14/2024 Sheaff Brock Investment Advisors LLC1,700$230K0.0%N/A0.001%
5/14/2024 Axxcess Wealth Management LLC3,889$525K0.0%N/A0.003%
5/14/2024 EP Wealth Advisors LLC11,400$1.54M0.0%+1.0%0.009%
5/14/2024 CreativeOne Wealth LLC136,038$18.37M0.7%+52.4%0.111%
5/14/2024 Commonwealth Financial Services LLC89,529$12.09M3.2%+0.1%0.073%
5/14/2024 Pitcairn Co.1,963$265K0.0%N/A0.002%
5/14/2024 Oxford Financial Group LTD. LLC1,200$162K0.0%-21.1%0.001%
5/13/2024 Hilltop Partners LLC4,034$545K0.2%+2.3%0.003%
5/13/2024 O Shaughnessy Asset Management LLC1,079$146K0.0%+75.4%0.001%
5/13/2024 PAX Financial Group LLC37,509$5.07M1.0%+7.4%0.031%
5/11/2024 Trustmark National Bank Trust Department15,202$2.05M0.2%-3.3%0.012%
5/10/2024 Allstate Corp7,550$1.02M0.1%N/A0.006%
5/10/2024 Osaic Holdings Inc.473,804$64.01M0.1%-59.3%0.386%
5/10/2024 TIAA Trust National Association5,205$703K0.0%-2.9%0.004%
5/10/2024 Ciovacco Capital Management LLC70,905$9.58M6.4%+0.9%0.058%
5/10/2024 Pinkerton Retirement Specialists LLC49,442$6.68M1.1%+25.2%0.040%
5/10/2024 Banco Santander S.A.1,548$209K0.0%N/A0.001%
5/10/2024 Bright Financial Advisors Inc.5,347$722K0.5%N/A0.004%
5/10/2024 GM Advisory Group LLC1,488$201K0.0%N/A0.001%
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5/10/2024 Nwam LLC19,954$2.69M0.2%-1.8%0.016%
5/9/2024 Blair William & Co. IL22,470$3.04M0.0%-3.2%0.018%
5/9/2024 Orion Portfolio Solutions LLC65,475$8.84M0.1%+3.9%0.053%
5/9/2024 Kingsview Wealth Management LLC3,152$426K0.0%+67.4%0.003%
5/9/2024 Condor Capital Management19,299$2.61M0.3%-10.0%0.016%
5/9/2024 Planning Directions Inc.1,853$250K0.2%N/A0.002%
5/9/2024 SageView Advisory Group LLC63,184$8.53M0.4%N/A0.051%
5/9/2024 Avid Wealth Partners LLC27,432$3.71M3.0%-80.5%0.022%
5/9/2024 Interchange Capital Partners LLC7,604$1.09M0.7%+12.3%0.006%
5/9/2024 Pettyjohn Wood & White Inc.33,616$4.54M0.9%-0.9%0.027%
5/9/2024 Koshinski Asset Management Inc.15,323$2.07M0.2%+660.1%0.012%
5/8/2024 FPC Investment Advisory Inc.7,965$1.03M1.0%N/A0.006%
5/8/2024 West Wealth Group LLC68,029$9.19M3.4%+5.8%0.055%
5/8/2024 TSA Wealth Managment LLC47,822$6.46M2.8%+3.8%0.039%
5/8/2024 Bleakley Financial Group LLC68,407$9.24M0.3%-7.9%0.056%
5/8/2024 Heritage Wealth Advisors265$36K0.0%-30.1%0.000%
5/8/2024 Avantax Advisory Services Inc.342,524$46.26M0.4%+82.4%0.279%
5/8/2024 US Bancorp DE131,966$17.82M0.0%+1.5%0.107%
5/8/2024 Russell Investments Group Ltd.45,465$6.14M0.0%-0.7%0.037%
5/8/2024 QRG Capital Management Inc.1,635$221K0.0%N/A0.001%
5/8/2024 Semus Wealth Partners LLC1,866$252K0.2%+8.9%0.002%
5/7/2024 Verus Capital Partners LLC12,387$1.67M0.2%+32.7%0.010%
5/7/2024 NorthRock Partners LLC3,588$485K0.0%+7.8%0.003%
5/7/2024 Choate Investment Advisors4,950$669K0.0%-20.6%0.004%
5/7/2024 Concurrent Investment Advisors LLC59,338$8.01M0.3%+27.8%0.048%
5/7/2024 Atomi Financial Group Inc.56,293$7.60M0.7%+118.8%0.046%
5/7/2024 Montag A & Associates Inc.5,986$808K0.0%-1.3%0.005%
5/7/2024 Shared Vision Wealth Group LLC18,777$2.54M1.6%+6.3%0.015%
5/7/2024 EQ LLC17,064$2.31M1.4%+17.3%0.014%
5/7/2024 Oppenheimer & Co. Inc.7,281$983K0.0%+1.2%0.006%
5/7/2024 PFG Advisors3,958$535K0.0%+2.5%0.003%
5/7/2024 Wealthspire Advisors LLC20,135$2.72M0.0%-3.2%0.016%
5/6/2024 Envestnet Portfolio Solutions Inc.1,360,028$183.69M0.7%+8.1%1.107%
5/6/2024 SYM FINANCIAL Corp452$61K0.0%N/A0.000%
5/6/2024 VitalStone Financial LLC264$36K0.0%N/A0.000%
5/6/2024 Advisory Services Network LLC171,476$23.16M0.5%-2.8%0.140%
5/6/2024 Staley Capital Advisers Inc.33,100$4.47M0.2%-11.3%0.027%
5/6/2024 W.H. Cornerstone Investments Inc.2,950$398K0.3%-27.0%0.002%
5/6/2024 Advisory Alpha LLC7,877$1.06M0.0%-4.4%0.006%
5/4/2024 SPC Financial Inc.147,695$19.95M1.9%-0.7%0.120%
5/4/2024 Beacon Bridge Wealth Partners LLC19,235$2.60M1.2%+20.1%0.016%
5/4/2024 Geneos Wealth Management Inc.9,761$1.32M0.1%-1.9%0.008%
5/4/2024 Essex LLC43,270$5.84M1.3%-3.1%0.035%
5/4/2024 Commonwealth Retirement Investments LLC7,500$1.01M0.5%+20.5%0.006%
5/4/2024 Csenge Advisory Group28,275$3.82M0.2%+3.4%0.023%
5/3/2024 Catalina Capital Group LLC8,705$1.18M0.5%+6.9%0.007%
5/3/2024 Avidian Wealth Solutions LLC19,305$2.61M0.1%+1.1%0.016%
5/3/2024 Forte Asset Management LLC29,841$4.03M2.4%-6.9%0.024%
5/3/2024 TFB Advisors LLC2,265$288K0.1%+4.8%0.002%
5/3/2024 Smithbridge Asset Management Inc. DE10,592$1.43M0.3%-1.6%0.009%
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5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors80,799$10.91M1.3%-27.0%0.066%
5/3/2024 Rehmann Capital Advisory Group1,536$207K0.0%N/A0.001%
5/3/2024 Commerce Bank180,796$24.42M0.2%-0.6%0.147%
5/3/2024 BCU Wealth Advisors LLC5,070$685K0.6%+8.7%0.004%
5/3/2024 Liberty Wealth Management LLC58,921$7.95M1.6%+1.0%0.048%
5/3/2024 Central Pacific Bank Trust Division21,482$2.91M0.4%N/A0.017%
5/3/2024 Absolute Capital Management LLC8,826$1.19M0.8%-34.4%0.007%
5/2/2024 Mutual Advisors LLC38,112$5.15M0.2%-6.5%0.031%
5/2/2024 RiverFront Investment Group LLC675,748$91.27M2.6%+22.2%0.550%
5/2/2024 Financial Counselors Inc.21,844$2.95M0.0%-1.2%0.018%
(Data available from 1/1/2016 forward)

IYW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYW shares?

During the previous two years, 916 institutional investors and hedge funds held shares of iShares U.S. Technology ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.29B), Morgan Stanley ($597.45M), PGIM Custom Harvest LLC ($452.40M), Bank of America Corp DE ($397.71M), LPL Financial LLC ($281.29M), UBS Group AG ($261.41M), and Envestnet Portfolio Solutions Inc. ($183.69M).Learn more on IYW's institutional investors.

Which institutional investors have been buying iShares U.S. Technology ETF stock?

Of the 774 institutional investors that purchased iShares U.S. Technology ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($17.35M), CFS Investment Advisory Services LLC ($4.14M), LPL Financial LLC ($2.75M), Bank of Montreal Can ($2.75M), CWM LLC ($2.12M), Park Avenue Securities LLC ($1.51M), and JPMorgan Chase & Co. ($1.50M).

How much institutional buying is happening at iShares U.S. Technology ETF?

Institutional investors have bought a total of 60,524,106 shares in the last 24 months. This purchase volume represents approximately $5.69B in transactions.

Which iShares U.S. Technology ETF major shareholders have been selling company stock?

Of the 557 institutional investors that sold iShares U.S. Technology ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($7.67M), CFS Investment Advisory Services LLC ($4.02M), Prudential Financial Inc. ($3.95M), Bank of Montreal Can ($2.62M), LPL Financial LLC ($1.39M), CWM LLC ($954.20K), and Osaic Holdings Inc. ($948.43K).

How much institutional selling is happening at iShares U.S. Technology ETF?

Institutional investors have sold a total of 33,567,296 shares in the last 24 months. This volume of shares sold represents approximately $3.20B in transactions.


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This page (NYSEARCA:IYW) was last updated on 5/23/2024 by MarketBeat.com Staff

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