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iShares U.S. Tech Independence Focused ETF (IETC) Institutional Ownership

iShares U.S. Tech Independence Focused ETF logo
$95.50 +11.51 (+13.70%)
Closing price 08/1/2025 03:59 PM Eastern
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$95.88 +0.38 (+0.40%)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Tech Independence Focused ETF (BATS:IETC)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$97.10M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$17.08M
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IETC Institutional Buying and Selling by Quarter

iShares U.S. Tech Independence Focused ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Bessemer Group Inc.2,165$204K0.0%N/A0.030%
8/1/2025 Envestnet Asset Management Inc.10,977$1.03M0.0%+31.9%0.152%
7/30/2025 TFB Advisors LLC4,080$384K0.1%+34.7%0.057%
7/30/2025 Financial Perspectives Inc10,708$1.01M0.3%+4.5%0.149%
7/29/2025 Hoese & Co LLP1,165$110K0.1%N/A0.016%
7/29/2025 Mattson Financial Services LLC22,382$2.10M0.6%+10.5%0.311%
7/25/2025 Atria Wealth Solutions Inc.55,773$5.24M0.1%-4.4%0.775%
7/24/2025 Fischer Investment Strategies LLC2,932$276K0.2%N/A0.041%
7/23/2025 Lansing Street Advisors12,331$1.16M0.3%+5.8%0.171%
7/22/2025 Sutton Place Investors LLC27,491$2.58M1.6%+0.4%0.382%
7/22/2025 Apexium Financial LP66,932$6.29M0.3%+323.8%0.930%
7/21/2025 Ameritas Advisory Services LLC12,951$1.22M0.1%-26.9%0.180%
7/21/2025 Mirae Asset Global Investments Co. Ltd.140,751$13.23M0.0%-30.7%1.955%
7/17/2025 HB Wealth Management LLC2,500$235K0.0%N/A0.035%
7/15/2025 Financial Partners Group Inc4,234$398K0.1%+2.6%0.059%
7/10/2025 Kozak & Associates Inc.682,461$65.21M13.3%+0.5%9.479%
7/10/2025 Worth Asset Management LLC2,768$260K0.1%N/A0.038%
7/10/2025 Wealth Enhancement Advisory Services LLC2,465$234K0.0%N/A0.034%
7/10/2025 Shira Ridge Wealth Management17,203$1.62M0.7%-0.7%0.239%
7/10/2025 Signal Advisors Wealth LLC2,657$250K0.0%N/A0.037%
7/10/2025 Sovran Advisors LLC3,232$306K0.0%N/A0.045%
7/9/2025 Pallas Capital Advisors LLC2,383$224K0.0%-81.4%0.033%
7/8/2025 Ehrlich Financial Group2,790$262K0.2%N/A0.039%
7/8/2025 Gradient Investments LLC123,960$11.65M0.2%+16.3%1.722%
7/7/2025 Nova Wealth Management Inc.3,140$295K0.2%+232.3%0.044%
6/27/2025Goldman Sachs Group Inc.14,527$1.09M0.0%N/A0.214%
5/29/2025 Nova Wealth Management Inc.945$71K0.1%N/A0.014%
5/27/2025Advisors Capital Management LLC14,355$1.08M0.0%-4.2%0.218%
5/22/2025 Mattson Financial Services LLC20,253$1.52M0.5%N/A0.307%
5/16/2025Goldman Sachs Group Inc.14,527$1.09M0.0%N/A0.259%
5/16/2025Jones Financial Companies Lllp245,594$17.26M0.0%N/A4.386%
5/16/2025Integrated Wealth Concepts LLC75,358$5.65M0.1%N/A1.346%
5/15/2025Royal Bank of Canada5,535$415K0.0%+32.7%0.099%
5/14/2025 Apexium Financial LP15,793$1.18M0.1%N/A0.282%
5/14/2025Northwestern Mutual Wealth Management Co.5,437$407K0.0%+27.3%0.097%
5/14/2025 TFB Advisors LLC3,030$227K0.1%N/A0.054%
5/13/2025Raymond James Financial Inc.84,729$6.35M0.0%+3.5%1.513%
5/9/2025Comprehensive Financial Planning Inc. PA4,219$316K0.3%-18.5%0.075%
5/9/2025 Atria Wealth Solutions Inc.58,342$4.37M0.1%-16.7%1.042%
5/7/2025LPL Financial LLC58,279$4.37M0.0%+60.2%1.041%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
5/6/2025Assetmark Inc.12,702$952K0.0%N/A0.227%
5/6/2025Cetera Investment Advisers3,261$244K0.0%+10.7%0.058%
5/6/2025AE Wealth Management LLC9,446$708K0.0%N/A0.169%
5/6/2025Efficient Advisors LLC11,055$828K0.1%N/A0.197%
5/2/2025KM Capital Management Ltd.17,751$1.33M0.7%+37.3%0.317%
5/2/2025Sigma Planning Corp7,646$573K0.0%+44.3%0.137%
5/1/2025Fulcrum Equity Management12,592$944K1.0%N/A0.225%
4/30/2025Cerity Partners LLC4,393$329K0.0%-12.2%0.078%
4/30/2025 Moloney Securities Asset Management LLC7,735$580K0.1%+2.4%0.138%
4/30/2025Trek Financial LLC45,370$3.40M0.2%N/A0.810%
4/29/2025 Sutton Place Investors LLC27,375$2.05M1.4%+8.7%0.489%
4/28/2025 Lansing Street Advisors11,653$873K0.3%+56.3%0.208%
4/25/2025 Ameritas Advisory Services LLC17,728$1.33M0.1%-23.8%0.317%
4/24/2025 Mirae Asset Global Investments Co. Ltd.203,215$15.28M0.0%-13.9%3.629%
4/22/2025 Cambridge Investment Research Advisors Inc.25,864$1.94M0.0%+33.6%0.462%
4/18/2025 Financial Perspectives Inc10,245$815K0.3%-4.9%0.183%
4/16/2025 RMR Wealth Builders8,427$632K0.1%N/A0.150%
4/15/2025 Kozak & Associates Inc.679,194$50.25M12.5%+2.5%12.128%
4/15/2025 Parsons Capital Management Inc. RI3,288$246K0.0%N/A0.059%
4/15/2025 Shira Ridge Wealth Management17,326$1.30M0.6%-19.3%0.309%
4/14/2025 Pallas Capital Advisors LLC12,836$962K0.0%-2.8%0.229%
4/14/2025 Farther Finance Advisors LLC419$32K0.0%-42.0%0.007%
4/9/2025 Gradient Investments LLC106,550$7.99M0.2%N/A1.903%
2/18/2025McIlrath & Eck LLC293$25K0.0%N/A0.008%
2/17/2025Cetera Investment Advisers2,946$251K0.0%-10.9%0.083%
2/17/2025Citadel Advisors LLC35,616$3.04M0.0%+91.2%1.003%
2/14/2025Susquehanna International Group LLP19,894$1.70M0.0%-58.4%0.560%
2/14/2025MML Investors Services LLC101,639$8.67M0.0%+10.2%2.863%
2/14/2025GeoWealth Management LLC62,230$5.31M0.2%N/A1.753%
2/13/2025Mariner LLC2,953$252K0.0%N/A0.083%
2/13/2025Advisors Capital Management LLC14,984$1.28M0.0%+8.4%0.422%
2/13/2025Raymond James Financial Inc.81,864$6.99M0.0%N/A2.306%
2/13/2025 Envestnet Asset Management Inc.8,356$713K0.0%N/A0.235%
2/12/2025JPMorgan Chase & Co.22,713$1.94M0.0%-2.9%0.640%
2/11/2025LPL Financial LLC36,377$3.10M0.0%+97.1%1.025%
2/10/2025Commonwealth Equity Services LLC10,570$902K0.0%-2.6%0.298%
2/6/2025Raymond James Financial Inc.81,864$6.99M0.0%N/A2.306%
2/3/2025Sigma Planning Corp5,300$452K0.0%+11.1%0.149%
2/3/2025 Financial Perspectives Inc10,773$919K0.3%+2.2%0.303%
1/31/2025 Atria Wealth Solutions Inc.70,007$5.97M0.1%+405.0%1.972%
1/31/2025 Truist Financial Corp53,399$4.56M0.0%-22.4%1.504%
1/31/2025Sanctuary Advisors LLC4,582$397K0.0%+16.4%0.129%
1/30/2025Montag A & Associates Inc.3,883$331K0.0%+48.5%0.109%
1/29/2025Comprehensive Financial Planning Inc. PA5,174$441K0.4%N/A0.146%
1/28/2025 Moloney Securities Asset Management LLC7,551$644K0.1%+20.9%0.213%
1/27/2025 Mirae Asset Global Investments Co. Ltd.236,098$20.32M0.1%+1.3%6.651%
1/21/2025 Patriot Investment Management Group Inc.10,937$933K0.1%-1.6%0.308%
1/15/2025 Ameritas Advisory Services LLC23,274$1.99M0.1%N/A0.656%
1/15/2025 HB Wealth Management LLC2,500$213K0.0%N/A0.070%
1/14/2025 Signal Advisors Wealth LLC2,561$219K0.0%N/A0.072%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
1/14/2025 Shira Ridge Wealth Management21,460$1.83M0.9%-2.4%0.605%
1/13/2025 Pallas Capital Advisors LLC13,209$1.13M0.0%+3.9%0.372%
1/6/2025 Kozak & Associates Inc.662,789$57.33M13.1%-1.8%18.670%
12/26/2024JPMorgan Chase & Co.23,401$1.83M0.0%+22.2%0.659%
11/15/2024MML Investors Services LLC92,267$7.23M0.0%+6.0%2.599%
11/15/2024Glen Eagle Advisors LLC5,516$432K0.1%+11.1%0.155%
11/5/2024Aptus Capital Advisors LLC758$59K0.0%N/A0.021%
10/29/2024 Lansing Street Advisors7,456$584K0.2%+5.0%0.210%
10/29/2024 Farther Finance Advisors LLC667$52K0.0%-17.6%0.019%
10/25/2024 Pallas Capital Advisors LLC12,708$1.01M0.0%+4.5%0.358%
(Data available from 1/1/2016 forward)

IETC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IETC shares?

During the previous two years, 73 institutional investors and hedge funds held shares of iShares U.S. Tech Independence Focused ETF. The most heavily invested institutionals were Kozak & Associates Inc. ($65.21M), Jones Financial Companies Lllp ($17.26M), Mirae Asset Global Investments Co. Ltd. ($13.23M), Gradient Investments LLC ($11.65M), MML Investors Services LLC ($8.67M), Raymond James Financial Inc. ($6.35M), and Apexium Financial LP ($6.29M).Learn more on iShares U.S. Tech Independence Focused ETF's institutional investors.

Which institutional investors have been buying iShares U.S. Tech Independence Focused ETF's stock?

Of the 69 institutional investors that purchased iShares U.S. Tech Independence Focused ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($245.59K), Raymond James Financial Inc. ($166.59K), Mirae Asset Global Investments Co. Ltd. ($164.88K), Kozak & Associates Inc. ($144.61K), Gradient Investments LLC ($123.96K), Integrated Wealth Concepts LLC ($75.36K), and Apexium Financial LP ($66.93K).

How much institutional buying is happening at iShares U.S. Tech Independence Focused ETF?

Institutional investors have bought a total of 1,210,277 shares in the last 24 months. This purchase volume represents approximately $97.10M in transactions.

Which of iShares U.S. Tech Independence Focused ETF's major shareholders have been selling company stock?

Of the 17 institutional investors that sold iShares U.S. Tech Independence Focused ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mirae Asset Global Investments Co. Ltd. ($95.35K), Susquehanna International Group LLP ($27.91K), Truist Financial Corp ($18.79K), Atria Wealth Solutions Inc. ($14.23K), Kozak & Associates Inc. ($12.18K), Pallas Capital Advisors LLC ($10.83K), and Ameritas Advisory Services LLC ($10.32K).

How much institutional selling is happening at iShares U.S. Tech Independence Focused ETF?

Institutional investors have sold a total of 199,069 shares in the last 24 months. This volume of shares sold represents approximately $17.08M in transactions.



This page (BATS:IETC) was last updated on 8/4/2025 by MarketBeat.com Staff
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