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

iShares U.S. Tech Independence Focused ETF logo
$94.79 +10.80 (+12.86%)
As of 07/3/2025 01:22 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares U.S. Tech Independence Focused ETF (BATS:IETC)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$90.10M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$12.36M
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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
6/27/2025Goldman Sachs Group Inc.14,527$1.09M0.0%N/A0.214%
5/29/2025Nova Wealth Management Inc.945$71K0.1%N/A0.014%
5/27/2025Advisors Capital Management LLC14,355$1.08M0.0%-4.2%0.218%
5/22/2025Mattson 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%
5/14/2025Apexium Financial LP15,793$1.18M0.1%N/A0.282%
5/14/2025Northwestern Mutual Wealth Management Co.5,437$407K0.0%+27.3%0.097%
5/14/2025TFB 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%
5/9/2025Atria 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%
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%
4/30/2025Moloney Securities Asset Management LLC7,735$580K0.1%+2.4%0.138%
4/30/2025Trek Financial LLC45,370$3.40M0.2%N/A0.810%
4/29/2025Sutton Place Investors LLC27,375$2.05M1.4%+8.7%0.489%
4/28/2025Lansing Street Advisors11,653$873K0.3%+56.3%0.208%
4/25/2025Ameritas Advisory Services LLC17,728$1.33M0.1%-23.8%0.317%
4/24/2025Mirae Asset Global Investments Co. Ltd.203,215$15.28M0.0%-13.9%3.629%
4/22/2025Cambridge Investment Research Advisors Inc.25,864$1.94M0.0%+33.6%0.462%
4/18/2025Financial Perspectives Inc10,245$815K0.3%-4.9%0.183%
4/16/2025RMR Wealth Builders8,427$632K0.1%N/A0.150%
4/15/2025Kozak & Associates Inc.679,194$50.25M12.5%+2.5%12.128%
4/15/2025Parsons Capital Management Inc. RI3,288$246K0.0%N/A0.059%
4/15/2025Shira Ridge Wealth Management17,326$1.30M0.6%-19.3%0.309%
4/14/2025Pallas Capital Advisors LLC12,836$962K0.0%-2.8%0.229%
4/14/2025Farther Finance Advisors LLC419$32K0.0%-42.0%0.007%
4/9/2025Gradient 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%
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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%
2/13/2025Envestnet 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%
2/3/2025Financial Perspectives Inc10,773$919K0.3%+2.2%0.303%
1/31/2025Atria Wealth Solutions Inc.70,007$5.97M0.1%+405.0%1.972%
1/31/2025Truist 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%
1/28/2025Moloney Securities Asset Management LLC7,551$644K0.1%+20.9%0.213%
1/27/2025Mirae Asset Global Investments Co. Ltd.236,098$20.32M0.1%+1.3%6.651%
1/21/2025Patriot Investment Management Group Inc.10,937$933K0.1%-1.6%0.308%
1/15/2025Ameritas Advisory Services LLC23,274$1.99M0.1%N/A0.656%
1/15/2025HB Wealth Management LLC2,500$213K0.0%N/A0.070%
1/14/2025Signal Advisors Wealth LLC2,561$219K0.0%N/A0.072%
1/14/2025Shira Ridge Wealth Management21,460$1.83M0.9%-2.4%0.605%
1/13/2025Pallas Capital Advisors LLC13,209$1.13M0.0%+3.9%0.372%
1/6/2025Kozak & 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%
10/29/2024Lansing Street Advisors7,456$584K0.2%+5.0%0.210%
10/29/2024Farther Finance Advisors LLC667$52K0.0%-17.6%0.019%
10/25/2024Pallas Capital Advisors LLC12,708$1.01M0.0%+4.5%0.358%
10/23/2024Mirae Asset Global Investments Co. Ltd.233,125$18.25M0.1%+13.2%6.567%
10/18/2024Raymond James & Associates73,403$5.75M0.0%+5.4%2.068%
10/17/2024Kozak & Associates Inc.674,967$54.32M12.9%+1.4%19.013%
10/10/2024Shira Ridge Wealth Management21,992$1.72M0.9%+15.9%0.619%
9/5/2024Sanctuary Advisors LLC3,842$289K0.0%N/A0.108%
8/21/2024Truist Financial Corp69,119$5.20M0.0%-4.6%1.947%
8/12/2024Mercer Global Advisors Inc. ADV3,503$263K0.0%N/A0.099%
8/9/2024Financial Perspectives Inc10,386$781K0.3%+2.6%0.293%
7/31/2024Commonwealth Equity Services LLC9,691$729K0.0%+3.6%0.273%
7/26/2024Cambridge Investment Research Advisors Inc.20,474$1.54M0.0%-63.4%0.577%
7/22/2024Atria Wealth Solutions Inc.13,862$1.04M0.0%-12.8%0.390%
7/22/2024Pallas Capital Advisors LLC12,159$909K0.0%+27.0%0.343%
7/19/2024Raymond James & Associates69,635$5.24M0.0%+23.0%1.962%
7/15/2024Patriot Investment Management Group Inc.11,186$841K0.1%+3.9%0.315%
7/12/2024Shira Ridge Wealth Management18,969$1.43M0.8%+5.8%0.534%
Something very strange is happening... (Ad)

What a "Mar-a-Lago Accord" could mean for the U.S. dollar While protests dominate the news... hardly anyone noticed when the U.S. Senate granted sweeping powers to a Harvard economist who has some dangerous ideas about the U.S. dollar. Now, he's issued a blueprint for what a coming "Mar-a-Lago Accord" could look like. One analyst who predicted the 2008 crisis says this plan could see the dollar fall in value by 40% in months and become a national nightmare.

why you need to get OUT of cash and exactly where to move your money instead.
7/5/2024Kozak & Associates Inc.665,660$51.14M12.6%+2.9%18.751%
5/17/2024Kozak & Associates Inc.646,599$45.81M12.3%+4.4%18.214%
5/8/2024Advisors Preferred LLC1,581$112K0.0%-69.2%0.046%
5/7/2024Montag A & Associates Inc.2,877$204K0.0%N/A0.083%
5/2/2024Haverford Trust Co3,115$221K0.0%N/A0.090%
5/2/2024Moloney Securities Asset Management LLC6,155$436K0.1%-5.0%0.178%
5/1/2024Mirae Asset Global Investments Co. Ltd.134,728$9.54M0.0%N/A3.905%
4/30/2024Commonwealth Equity Services LLC9,355$662K0.0%+24.1%0.271%
4/26/2024YHB Investment Advisors Inc.975$69K0.0%N/A0.028%
4/25/2024Cambridge Investment Research Advisors Inc.56,006$3.97M0.0%-16.5%1.623%
(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, 66 institutional investors and hedge funds held shares of iShares U.S. Tech Independence Focused ETF. The most heavily invested institutionals were Kozak & Associates Inc. ($50.25M), Jones Financial Companies Lllp ($17.26M), Mirae Asset Global Investments Co. Ltd. ($15.28M), MML Investors Services LLC ($8.67M), Gradient Investments LLC ($7.99M), Raymond James Financial Inc. ($6.35M), and Raymond James & Associates ($5.75M).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 61 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. ($148.36K), Gradient Investments LLC ($106.55K), Integrated Wealth Concepts LLC ($75.36K), and Truist Financial Corp ($74.19K).

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

Institutional investors have bought a total of 1,142,829 shares in the last 24 months. This purchase volume represents approximately $90.10M in transactions.

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

Of the 18 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: Cambridge Investment Research Advisors Inc. ($35.53K), Mirae Asset Global Investments Co. Ltd. ($32.88K), Susquehanna International Group LLP ($27.91K), Truist Financial Corp ($18.79K), Atria Wealth Solutions Inc. ($13.70K), Kozak & Associates Inc. ($12.18K), and Ameritas Advisory Services LLC ($5.55K).

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

Institutional investors have sold a total of 156,253 shares in the last 24 months. This volume of shares sold represents approximately $12.36M in transactions.



This page (BATS:IETC) was last updated on 7/4/2025 by MarketBeat.com Staff
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