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

iShares U.S. Tech Independence Focused ETF logo
$103.58 +19.59 (+23.33%)
As of 10:23 AM Eastern
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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)
70
Total
Institutional Inflows
(last 12 months)
$184.63M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$17.52M
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IETC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025 Gradient Investments LLC624,588$63.66M1.1%+403.9%8.675%
9/4/2025Osaic Holdings Inc.38,972$3.65M0.0%+20.9%0.541%
8/15/2025Tower Research Capital LLC TRC 24,021$2.26M0.1%+69.1%0.334%
8/15/2025MML Investors Services LLC98,609$9.27M0.0%-4.8%1.370%
8/14/2025Jane Street Group LLC11,875$1.12M0.0%N/A0.165%
8/14/2025Raymond James Financial Inc.85,517$8.04M0.0%+0.9%1.188%
8/14/2025NewEdge Advisors LLC6,677$628K0.0%+1,012.8%0.093%
8/13/2025GeoWealth Management LLC49,695$4.67M0.2%+143.9%0.690%
8/13/2025Trek Financial LLC54,527$5.13M0.3%+20.2%0.757%
8/13/2025WCG Wealth Advisors LLC10,736$1.01M0.1%N/A0.149%
8/13/2025Northwestern Mutual Wealth Management Co.45,676$4.29M0.0%+740.1%0.634%
8/12/2025Steward Partners Investment Advisory LLC267$25K0.0%N/A0.004%
8/12/2025Global Retirement Partners LLC10,613$998K0.0%N/A0.147%
8/12/2025Vestor Capital LLC2,034$191K0.0%N/A0.028%
8/12/2025JPMorgan Chase & Co.103,959$9.77M0.0%+228.2%1.444%
8/11/2025Western Wealth Management LLC2,258$212K0.0%N/A0.031%
8/8/2025KM Capital Management Ltd.16,548$1.56M0.8%-6.8%0.230%
8/8/2025Cetera Investment Advisers3,622$340K0.0%+11.1%0.050%
8/8/2025Beacon Harbor Wealth Advisors Inc.129,257$12.15M3.0%N/A1.795%
8/8/2025Advisors Capital Management LLC14,661$1.38M0.0%+2.1%0.204%
8/8/2025Comprehensive Financial Planning Inc. PA4,793$451K0.4%+13.6%0.067%
8/7/2025Cascade Financial Partners LLC2,250$212K0.0%N/A0.031%
8/7/2025Montag A & Associates Inc.2,691$253K0.0%-30.9%0.037%
8/7/2025Efficient Advisors LLC17,985$1.69M0.1%+62.7%0.250%
8/6/2025AE Wealth Management LLC10,959$1.03M0.0%+16.0%0.152%
8/6/2025Mascagni Wealth Management Inc.4,840$455K0.4%N/A0.067%
8/5/2025Sigma Planning Corp8,667$815K0.0%+13.4%0.120%
8/4/2025Assetmark Inc.21,624$2.03M0.0%+70.2%0.300%
8/4/2025Keybank National Association OH27,304$2.57M0.0%N/A0.379%
8/1/2025Bessemer Group Inc.2,165$204K0.0%N/A0.030%
8/1/2025Envestnet Asset Management Inc.10,977$1.03M0.0%+31.9%0.152%
7/30/2025TFB Advisors LLC4,080$384K0.1%+34.7%0.057%
7/30/2025Financial Perspectives Inc10,708$1.01M0.3%+4.5%0.149%
7/29/2025Hoese & Co LLP1,165$110K0.1%N/A0.016%
7/29/2025Mattson Financial Services LLC22,382$2.10M0.6%+10.5%0.311%
7/25/2025Atria Wealth Solutions Inc.55,773$5.24M0.1%-4.4%0.775%
7/24/2025Fischer Investment Strategies LLC2,932$276K0.2%N/A0.041%
7/23/2025Lansing Street Advisors12,331$1.16M0.3%+5.8%0.171%
7/22/2025Sutton Place Investors LLC27,491$2.58M1.6%+0.4%0.382%
7/22/2025Apexium Financial LP66,932$6.29M0.3%+323.8%0.930%
7/21/2025Ameritas Advisory Services LLC12,951$1.22M0.1%-26.9%0.180%
7/21/2025Mirae Asset Global Investments Co. Ltd.140,751$13.23M0.0%-30.7%1.955%
7/17/2025HB Wealth Management LLC2,500$235K0.0%N/A0.035%
7/15/2025Financial Partners Group Inc4,234$398K0.1%+2.6%0.059%
7/10/2025Kozak & Associates Inc.682,461$65.21M13.3%+0.5%9.479%
7/10/2025Worth Asset Management LLC2,768$260K0.1%N/A0.038%
7/10/2025Wealth Enhancement Advisory Services LLC2,465$234K0.0%N/A0.034%
7/10/2025Shira Ridge Wealth Management17,203$1.62M0.7%-0.7%0.239%
7/10/2025Signal Advisors Wealth LLC2,657$250K0.0%N/A0.037%
7/10/2025Sovran Advisors LLC3,232$306K0.0%N/A0.045%
7/9/2025Pallas Capital Advisors LLC2,383$224K0.0%-81.4%0.033%
7/8/2025Ehrlich 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%
5/29/2025Nova 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%
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%
(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, 84 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), Gradient Investments LLC ($63.66M), Jones Financial Companies Lllp ($17.26M), Mirae Asset Global Investments Co. Ltd. ($13.23M), Beacon Harbor Wealth Advisors Inc. ($12.15M), JPMorgan Chase & Co. ($9.77M), and MML Investors Services LLC ($9.27M).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 81 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: Gradient Investments LLC ($624.59K), Jones Financial Companies Lllp ($245.59K), Raymond James Financial Inc. ($167.38K), Mirae Asset Global Investments Co. Ltd. ($164.88K), Kozak & Associates Inc. ($144.61K), Beacon Harbor Wealth Advisors Inc. ($129.26K), and GeoWealth Management LLC ($91.55K).

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

Institutional investors have bought a total of 2,098,777 shares in the last 24 months. This purchase volume represents approximately $184.63M in transactions.

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

Of the 20 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 ($15.42K), 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 203,120 shares in the last 24 months. This volume of shares sold represents approximately $17.52M in transactions.


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This page (BATS:IETC) was last updated on 10/9/2025 by MarketBeat.com Staff
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