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

$71.19
+0.51 (+0.72%)
(As of 05/20/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$30.31M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.89M
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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
5/17/2024 Kozak & Associates Inc.646,599$45.81M12.3%+4.4%18.214%
5/8/2024 Advisors Preferred LLC1,581$112K0.0%-69.2%0.046%
5/7/2024 Montag A & Associates Inc.2,877$204K0.0%N/A0.083%
5/2/2024 Haverford Trust Co3,115$221K0.0%N/A0.090%
5/2/2024 Moloney Securities Asset Management LLC6,155$436K0.1%-5.0%0.178%
5/1/2024 Mirae 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%
4/26/2024 YHB Investment Advisors Inc.975$69K0.0%N/A0.028%
4/25/2024 Cambridge Investment Research Advisors Inc.56,006$3.97M0.0%-16.5%1.623%
4/19/2024 Financial Perspectives Inc10,126$717K0.3%+10.0%0.368%
4/18/2024 Shira Ridge Wealth Management17,935$1.27M0.7%+1.9%0.652%
4/17/2024 Richardson Capital Management LLC768$54K0.0%N/A0.028%
2/13/2024 Tower Research Capital LLC TRC962$60K0.0%-89.0%0.035%
2/9/2024 Cambridge Investment Research Advisors Inc.67,076$4.18M0.0%+215.2%2.439%
2/2/2024 Truist Financial Corp92,542$5.77M0.0%+10.5%3.365%
2/1/2024 Financial Perspectives Inc9,204$574K0.2%+4.2%0.335%
1/26/2024 Cerity Partners LLC4,927$307K0.0%N/A0.179%
1/24/2024 Advisors Preferred LLC5,133$314K0.1%N/A0.187%
1/18/2024 KM Capital Management Ltd.27,474$1.71M1.0%+628.9%0.999%
1/17/2024 Patriot Investment Management Group Inc.10,766$671K0.1%+2.2%0.391%
1/17/2024 Kozak & Associates Inc.619,129$39.00M12.4%+7.6%22.514%
1/16/2024 Raymond James Financial Services Advisors Inc.8,629$538K0.0%+5.2%0.314%
1/16/2024 Raymond James & Associates38,377$2.39M0.0%N/A1.396%
11/14/2023 Tower Research Capital LLC TRC8,766$467K0.0%+14.1%0.319%
11/8/2023 Aptus Capital Advisors LLC758$40K0.0%N/A0.028%
11/8/2023Pathstone Family Office LLC17,450$929K0.0%N/A0.635%
10/25/2023 Ironwood Wealth Management LLC.11,212$597K0.2%-1.8%0.408%
10/24/2023 Raymond James Financial Services Advisors Inc.8,201$437K0.0%-9.5%0.298%
10/24/2023 Cambridge Investment Research Advisors Inc.21,283$1.13M0.0%-40.4%0.774%
10/17/2023 Kozak & Associates Inc.575,444$31.32M11.5%+4.6%20.925%
8/10/2023 Cetera Advisors LLC17,456$962K0.0%-2.9%0.635%
8/3/2023 Atria Wealth Solutions Inc.12,560$692K0.0%-40.0%0.457%
8/3/2023 Advisors Capital Management LLC12,923$712K0.0%+2.4%0.470%
8/1/2023 Truist Financial Corp79,334$4.37M0.0%+469.7%2.885%
7/31/2023 LPL Financial LLC12,346$680K0.0%+7.4%0.449%
7/31/2023 Moloney Securities Asset Management LLC6,480$357K0.1%+18.2%0.236%
7/21/2023 Creative Planning8,356$460K0.0%-5.1%0.304%
7/13/2023 Cambridge Investment Research Advisors Inc.35,722$1.97M0.0%+78.9%1.299%
7/5/2023 Kozak & Associates Inc.550,026$30.29M12.2%+1.3%20.371%
5/9/2023 Tower Research Capital LLC TRC10,946$516K0.0%-20.9%0.405%
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5/5/2023 Truist Financial Corp13,926$657K0.0%+21.3%0.516%
5/4/2023 Advisors Capital Management LLC12,626$595K0.0%N/A0.468%
4/19/2023 Patriot Investment Management Group Inc.10,550$498K0.0%+5.5%0.391%
4/3/2023 Kozak & Associates Inc.543,016$25.61M11.5%+1.3%19.746%
2/13/2023 Atria Wealth Solutions Inc.20,928$854K0.0%+3.0%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.8,938$365K0.0%-54.7%0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.19,867$810K0.0%-5.0%0.000%
1/25/2023 Sutton Place Investors LLC25,000$1.02M1.5%-16.7%0.000%
1/12/2023 Shira Ridge Wealth Management17,297$705K0.5%N/A0.000%
1/3/2023 Kozak & Associates Inc.536,056$21.86M10.9%N/A0.000%
11/10/2022 Tower Research Capital LLC TRC20,073$794K0.0%-3.9%0.000%
11/10/2022 Bank of Montreal Can110,291$4.97M0.0%N/A0.000%
11/3/2022 Creative Planning11,278$446K0.0%+28.4%0.000%
10/26/2022 Truist Financial Corp11,691$463K0.0%+13.1%0.000%
10/25/2022 Raymond James & Associates28,721$1.14M0.0%N/A0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.19,718$780K0.0%-28.5%0.000%
8/11/2022 Cetera Advisors LLC19,535$826K0.0%+30.6%0.000%
8/3/2022 Moloney Securities Asset Management LLC5,640$239K0.1%+16.5%0.000%
7/29/2022 Aptus Capital Advisors LLC758$32K0.0%N/A0.000%
7/26/2022 Patriot Investment Management Inc.9,997$422K0.0%+6.7%0.000%
7/22/2022 Truist Financial Corp10,338$437K0.0%+10.1%0.000%
7/19/2022Commonwealth Equity Services LLC19,350$818K0.0%+202.6%0.000%
5/12/2022 Cetera Advisors LLC14,958$825K0.0%+19.8%0.000%
5/11/2022 Raymond James Financial Services Advisors Inc.37,200$2.05M0.0%+6.3%0.000%
5/10/2022 Advisors Capital Management LLC10,580$584K0.0%+3.6%0.000%
5/9/2022 Regal Investment Advisors LLC5,090$281K0.0%-13.6%0.000%
5/4/2022 Advisor Group Holdings Inc.44,198$2.47M0.0%-4.5%0.000%
5/2/2022 Patriot Investment Management Inc.9,372$517K0.0%+15.7%0.000%
4/29/2022 Financial Partners Group Inc9,848$543K0.1%+5.6%0.000%
4/25/2022 Cerity Partners LLC10,792$595K0.0%+15.2%0.000%
4/22/2022 Truist Financial Corp9,392$518K0.0%+36.5%0.000%
3/2/2022First Capital Advisors Group LLC.13,972$1.60M0.9%N/A0.000%
2/10/2022 Financial Partners Group Inc9,323$524K0.1%+6.1%0.000%
2/10/2022 Regal Investment Advisors LLC5,888$360K0.0%+13.1%0.000%
2/9/2022 Charter Oak Capital Management LLC501$31K0.0%N/A0.000%
2/8/2022 Raymond James Financial Services Advisors Inc.34,983$2.14M0.0%+4.0%0.000%
2/8/2022 Raymond James & Associates20,019$1.23M0.0%N/A0.000%
2/7/2022 Parsons Capital Management Inc. RI7,670$469K0.0%+3.0%0.000%
2/4/2022 Envestnet Asset Management Inc.5,874$359K0.0%N/A0.000%
2/3/2022 Advisor Group Holdings Inc.46,287$2.83M0.0%+20.2%0.000%
2/3/2022 Retirement Capital Strategies4,266$261K0.1%-9.1%0.000%
2/1/2022 Patriot Investment Management Inc.8,102$495K0.0%+5.2%0.000%
1/31/2022Commonwealth Equity Services LLC6,392$391K0.0%+5.1%0.000%
1/28/2022 Ironwood Wealth Management LLC.11,690$715K0.3%-3.4%0.000%
1/25/2022 Fulcrum Equity Management72,315$4.43M1.7%N/A0.000%
1/5/2022 Advocacy Wealth Management Services LLC1,227$75K0.0%-26.2%0.000%
11/16/2021 Cetera Advisors LLC21,424$1.19M0.0%+121.0%0.000%
11/16/2021 LPL Financial LLC37,475$2.09M0.0%+26.7%0.000%
11/15/2021 Flow Traders U.S. LLC3,807$212K0.0%N/A0.000%
11/9/2021 Parsons Capital Management Inc. RI7,445$415K0.0%+3.8%0.000%
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11/5/2021 Truist Financial Corp5,516$307K0.0%-9.3%0.000%
11/5/2021 Regal Investment Advisors LLC5,204$290K0.0%-12.7%0.000%
11/5/2021 Advisor Group Holdings Inc.38,517$2.15M0.0%+25.1%0.000%
11/5/2021 Financial Partners Group Inc8,786$490K0.1%+7.7%0.000%
11/2/2021 Ironwood Financial llc12,102$675K0.2%-4.4%0.000%
10/28/2021 Retirement Capital Strategies4,692$262K0.1%-6.0%0.000%
10/28/2021 Dynamic Advisor Solutions LLC5,500$307K0.0%+22.9%0.000%
10/27/2021 Moloney Securities Asset Management LLC4,980$278K0.1%+6.4%0.000%
10/25/2021 Cerity Partners LLC9,845$549K0.0%N/A0.000%
10/20/2021 Patriot Investment Management Inc.7,705$429K0.0%+4.7%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, 30 institutional investors and hedge funds held shares of iShares U.S. Tech Independence Focused ETF. The most heavily invested institutionals were Kozak & Associates Inc. ($45.81M), Mirae Asset Global Investments Co. Ltd. ($9.54M), Truist Financial Corp ($5.77M), Bank of Montreal Can ($4.97M), Cambridge Investment Research Advisors Inc. ($3.97M), Raymond James & Associates ($2.39M), and KM Capital Management Ltd. ($1.71M).Learn more on IETC's institutional investors.

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

Of the 28 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. ($646.60K), Mirae Asset Global Investments Co. Ltd. ($134.73K), Bank of Montreal Can ($110.29K), Truist Financial Corp ($78.94K), Raymond James & Associates ($67.10K), 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 1,219,550 shares in the last 24 months. This purchase volume represents approximately $60.50M 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. ($26.56K), Raymond James Financial Services Advisors Inc. ($19.50K), Tower Research Capital LLC TRC ($11.51K), Atria Wealth Solutions Inc. ($8.37K), 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 75,989 shares in the last 24 months. This volume of shares sold represents approximately $4.05M in transactions.


This page (BATS:IETC) was last updated on 5/21/2024 by MarketBeat.com Staff

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