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

$73.76

+0.91 (+1.25%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 24
Total Institutional Inflows (last 12 months): $31.77M

Number of Institutional Sellers (last 12 months): 8
Total Institutional Outflows (last 12 months): $5.69M

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IETC Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Cambridge Investment Research Advisors Inc.	20,474	$1.54M	0.0%	-63.4%	0.577%
7/22/2024	Atria Wealth Solutions Inc.	13,862	$1.04M	0.0%	-12.8%	0.390%
7/22/2024	Pallas Capital Advisors LLC	12,159	$909K	0.0%	+27.0%	0.343%
7/19/2024	Raymond James & Associates	69,635	$5.24M	0.0%	+23.0%	1.962%
7/15/2024	Patriot Investment Management Group Inc.	11,186	$841K	0.1%	+3.9%	0.315%
7/12/2024	Shira Ridge Wealth Management	18,969	$1.43M	0.8%	+5.8%	0.534%
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7/5/2024	Kozak & Associates Inc.	665,660	$51.14M	12.6%	+2.9%	18.751%
5/17/2024	Kozak & Associates Inc.	646,599	$45.81M	12.3%	+4.4%	18.214%
5/8/2024	Advisors Preferred LLC	1,581	$112K	0.0%	-69.2%	0.046%
5/7/2024	Montag A & Associates Inc.	2,877	$204K	0.0%	N/A	0.083%
5/2/2024	Haverford Trust Co	3,115	$221K	0.0%	N/A	0.090%
5/2/2024	Moloney Securities Asset Management LLC	6,155	$436K	0.1%	-5.0%	0.178%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	134,728	$9.54M	0.0%	N/A	3.905%
4/30/2024	Commonwealth Equity Services LLC	9,355	$662K	0.0%	+24.1%	0.271%
4/26/2024	YHB Investment Advisors Inc.	975	$69K	0.0%	N/A	0.028%
4/25/2024	Cambridge Investment Research Advisors Inc.	56,006	$3.97M	0.0%	-16.5%	1.623%
4/19/2024	Financial Perspectives Inc	10,126	$717K	0.3%	+10.0%	0.368%
4/18/2024	Shira Ridge Wealth Management	17,935	$1.27M	0.7%	+1.9%	0.652%
4/17/2024	Richardson Capital Management LLC	768	$54K	0.0%	N/A	0.028%
2/13/2024	Tower Research Capital LLC TRC	962	$60K	0.0%	-89.0%	0.035%
2/9/2024	Cambridge Investment Research Advisors Inc.	67,076	$4.18M	0.0%	+215.2%	2.439%
2/2/2024	Truist Financial Corp	92,542	$5.77M	0.0%	+10.5%	3.365%
2/1/2024	Financial Perspectives Inc	9,204	$574K	0.2%	+4.2%	0.335%
1/26/2024	Cerity Partners LLC	4,927	$307K	0.0%	N/A	0.179%
1/24/2024	Advisors Preferred LLC	5,133	$314K	0.1%	N/A	0.187%
1/18/2024	KM Capital Management Ltd.	27,474	$1.71M	1.0%	+628.9%	0.999%
1/17/2024	Patriot Investment Management Group Inc.	10,766	$671K	0.1%	+2.2%	0.391%
1/17/2024	Kozak & Associates Inc.	619,129	$39.00M	12.4%	+7.6%	22.514%
1/16/2024	Raymond James Financial Services Advisors Inc.	8,629	$538K	0.0%	+5.2%	0.314%
1/16/2024	Raymond James & Associates	38,377	$2.39M	0.0%	N/A	1.396%
11/14/2023	Tower Research Capital LLC TRC	8,766	$467K	0.0%	+14.1%	0.319%
11/8/2023	Aptus Capital Advisors LLC	758	$40K	0.0%	N/A	0.028%
11/8/2023	Pathstone Family Office LLC	17,450	$929K	0.0%	N/A	0.635%
10/25/2023	Ironwood Wealth Management LLC.	11,212	$597K	0.2%	-1.8%	0.408%
10/24/2023	Raymond James Financial Services Advisors Inc.	8,201	$437K	0.0%	-9.5%	0.298%
10/24/2023	Cambridge Investment Research Advisors Inc.	21,283	$1.13M	0.0%	-40.4%	0.774%
10/17/2023	Kozak & Associates Inc.	575,444	$31.32M	11.5%	+4.6%	20.925%
8/10/2023	Cetera Advisors LLC	17,456	$962K	0.0%	-2.9%	0.635%
8/3/2023	Atria Wealth Solutions Inc.	12,560	$692K	0.0%	-40.0%	0.457%
8/3/2023	Advisors Capital Management LLC	12,923	$712K	0.0%	+2.4%	0.470%
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8/1/2023	Truist Financial Corp	79,334	$4.37M	0.0%	+469.7%	2.885%
7/31/2023	LPL Financial LLC	12,346	$680K	0.0%	+7.4%	0.449%
7/31/2023	Moloney Securities Asset Management LLC	6,480	$357K	0.1%	+18.2%	0.236%
7/21/2023	Creative Planning	8,356	$460K	0.0%	-5.1%	0.304%
7/13/2023	Cambridge Investment Research Advisors Inc.	35,722	$1.97M	0.0%	+78.9%	1.299%
7/5/2023	Kozak & Associates Inc.	550,026	$30.29M	12.2%	+1.3%	20.371%
5/9/2023	Tower Research Capital LLC TRC	10,946	$516K	0.0%	-20.9%	0.405%
5/5/2023	Truist Financial Corp	13,926	$657K	0.0%	+21.3%	0.516%
5/4/2023	Advisors Capital Management LLC	12,626	$595K	0.0%	N/A	0.468%
4/19/2023	Patriot Investment Management Group Inc.	10,550	$498K	0.0%	+5.5%	0.391%
4/3/2023	Kozak & Associates Inc.	543,016	$25.61M	11.5%	+1.3%	19.746%
2/13/2023	Atria Wealth Solutions Inc.	20,928	$854K	0.0%	+3.0%	0.000%
2/8/2023	Raymond James Financial Services Advisors Inc.	8,938	$365K	0.0%	-54.7%	0.000%
2/8/2023	Cambridge Investment Research Advisors Inc.	19,867	$810K	0.0%	-5.0%	0.000%
1/25/2023	Sutton Place Investors LLC	25,000	$1.02M	1.5%	-16.7%	0.000%
1/12/2023	Shira Ridge Wealth Management	17,297	$705K	0.5%	N/A	0.000%
1/3/2023	Kozak & Associates Inc.	536,056	$21.86M	10.9%	N/A	0.000%
11/10/2022	Tower Research Capital LLC TRC	20,073	$794K	0.0%	-3.9%	0.000%
11/10/2022	Bank of Montreal Can	110,291	$4.97M	0.0%	N/A	0.000%
11/3/2022	Creative Planning	11,278	$446K	0.0%	+28.4%	0.000%
10/26/2022	Truist Financial Corp	11,691	$463K	0.0%	+13.1%	0.000%
10/25/2022	Raymond James & Associates	28,721	$1.14M	0.0%	N/A	0.000%
10/25/2022	Raymond James Financial Services Advisors Inc.	19,718	$780K	0.0%	-28.5%	0.000%
8/11/2022	Cetera Advisors LLC	19,535	$826K	0.0%	+30.6%	0.000%
8/3/2022	Moloney Securities Asset Management LLC	5,640	$239K	0.1%	+16.5%	0.000%
7/29/2022	Aptus Capital Advisors LLC	758	$32K	0.0%	N/A	0.000%
7/26/2022	Patriot Investment Management Inc.	9,997	$422K	0.0%	+6.7%	0.000%
7/22/2022	Truist Financial Corp	10,338	$437K	0.0%	+10.1%	0.000%
7/19/2022	Commonwealth Equity Services LLC	19,350	$818K	0.0%	+202.6%	0.000%
5/12/2022	Cetera Advisors LLC	14,958	$825K	0.0%	+19.8%	0.000%
5/11/2022	Raymond James Financial Services Advisors Inc.	37,200	$2.05M	0.0%	+6.3%	0.000%
5/10/2022	Advisors Capital Management LLC	10,580	$584K	0.0%	+3.6%	0.000%
5/9/2022	Regal Investment Advisors LLC	5,090	$281K	0.0%	-13.6%	0.000%
5/4/2022	Advisor Group Holdings Inc.	44,198	$2.47M	0.0%	-4.5%	0.000%
5/2/2022	Patriot Investment Management Inc.	9,372	$517K	0.0%	+15.7%	0.000%
4/29/2022	Financial Partners Group Inc	9,848	$543K	0.1%	+5.6%	0.000%
4/25/2022	Cerity Partners LLC	10,792	$595K	0.0%	+15.2%	0.000%
4/22/2022	Truist Financial Corp	9,392	$518K	0.0%	+36.5%	0.000%
3/2/2022	First Capital Advisors Group LLC.	13,972	$1.60M	0.9%	N/A	0.000%
2/10/2022	Financial Partners Group Inc	9,323	$524K	0.1%	+6.1%	0.000%
2/10/2022	Regal Investment Advisors LLC	5,888	$360K	0.0%	+13.1%	0.000%
2/9/2022	Charter Oak Capital Management LLC	501	$31K	0.0%	N/A	0.000%
2/8/2022	Raymond James Financial Services Advisors Inc.	34,983	$2.14M	0.0%	+4.0%	0.000%
2/8/2022	Raymond James & Associates	20,019	$1.23M	0.0%	N/A	0.000%
2/7/2022	Parsons Capital Management Inc. RI	7,670	$469K	0.0%	+3.0%	0.000%
2/4/2022	Envestnet Asset Management Inc.	5,874	$359K	0.0%	N/A	0.000%
2/3/2022	Advisor Group Holdings Inc.	46,287	$2.83M	0.0%	+20.2%	0.000%
2/3/2022	Retirement Capital Strategies	4,266	$261K	0.1%	-9.1%	0.000%
2/1/2022	Patriot Investment Management Inc.	8,102	$495K	0.0%	+5.2%	0.000%
1/31/2022	Commonwealth Equity Services LLC	6,392	$391K	0.0%	+5.1%	0.000%
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1/28/2022	Ironwood Wealth Management LLC.	11,690	$715K	0.3%	-3.4%	0.000%
1/25/2022	Fulcrum Equity Management	72,315	$4.43M	1.7%	N/A	0.000%
1/5/2022	Advocacy Wealth Management Services LLC	1,227	$75K	0.0%	-26.2%	0.000%
11/16/2021	Cetera Advisors LLC	21,424	$1.19M	0.0%	+121.0%	0.000%
11/16/2021	LPL Financial LLC	37,475	$2.09M	0.0%	+26.7%	0.000%
11/15/2021	Flow Traders U.S. LLC	3,807	$212K	0.0%	N/A	0.000%
11/9/2021	Parsons Capital Management Inc. RI	7,445	$415K	0.0%	+3.8%	0.000%
11/5/2021	Truist Financial Corp	5,516	$307K	0.0%	-9.3%	0.000%
11/5/2021	Regal Investment Advisors LLC	5,204	$290K	0.0%	-12.7%	0.000%
11/5/2021	Advisor Group Holdings Inc.	38,517	$2.15M	0.0%	+25.1%	0.000%

(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, 31 institutional investors and hedge funds held shares of iShares U.S. Tech Independence Focused ETF. The most heavily invested institutionals were Kozak & Associates Inc. ($51.14M), Mirae Asset Global Investments Co. Ltd. ($9.54M), Truist Financial Corp ($5.77M), Raymond James & Associates ($5.24M), Bank of Montreal Can ($4.97M), KM Capital Management Ltd. ($1.71M), and Cambridge Investment Research Advisors Inc. ($1.54M).Learn more on IETC's institutional investors.
Which institutional investors have been buying iShares U.S. Tech Independence Focused ETF stock?: Of the 29 institutional investors that purchased iShares U.S. Tech Independence Focused ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kozak & Associates Inc. ($665.66K), Mirae Asset Global Investments Co. Ltd. ($134.73K), Bank of Montreal Can ($110.29K), Raymond James & Associates ($80.10K), Truist Financial Corp ($78.00K), Cambridge Investment Research Advisors Inc. ($61.55K), and KM Capital Management Ltd. ($23.71K).
How much institutional buying is happening at iShares U.S. Tech Independence Focused ETF?: Institutional investors have bought a total of 1,241,751 shares in the last 24 months. This purchase volume represents approximately $62.63M in transactions.

Which iShares U.S. Tech Independence Focused ETF major shareholders have been selling company stock?: Of the 10 institutional investors that sold iShares U.S. Tech Independence Focused ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cambridge Investment Research Advisors Inc. ($62.09K), Raymond James Financial Services Advisors Inc. ($19.50K), Tower Research Capital LLC TRC ($11.51K), Atria Wealth Solutions Inc. ($10.41K), Sutton Place Investors LLC ($5K), Advisors Preferred LLC ($3.55K), and Cetera Advisors LLC ($528.00).
How much institutional selling is happening at iShares U.S. Tech Independence Focused ETF?: Institutional investors have sold a total of 113,559 shares in the last 24 months. This volume of shares sold represents approximately $6.88M in transactions.