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

iShares U.S. Tech Independence Focused ETF logo
$108.77 +1.55 (+1.45%)
Closing price 09/3/2026 04:10 PM Eastern
Extended Trading
$108.77 +0.00 (+0.00%)
As of 04:01 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
79
Total
Institutional Inflows
(last 12 months)
$151.72M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$143.22M
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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
9/2/2026 Citadel Advisors LLC38,686$4.15M0.0%+170.2%0.537%
8/26/2026 Brown Financial Advisors30,232$3.25M1.1%+4.4%0.420%
8/23/2026 Ameritas Advisory Services LLC4,835$519K0.0%+83.4%0.067%
8/23/2026 HB Wealth Management LLC5,719$614K0.0%+35.6%0.079%
7/10/2026 Paladin Wealth LLC26,617$2.86M1.7%+21.0%0.370%
7/9/2026 Shira Ridge Wealth Management16,228$1.74M0.6%-4.3%0.225%
7/8/2026 Gradient Investments LLC858,000$92.11M1.3%+18.4%11.917%
7/8/2026 Archer Investment Management LLC2,176$234K0.1%N/A0.030%
7/2/2026 Kozak & Associates Inc.464,639$49.18M8.5%-29.0%6.453%
6/18/2026 Western Wealth Management LLC1,533$136K0.0%-29.7%0.021%
6/3/2026 NewEdge Advisors LLC750$66K0.0%+25.0%0.010%
5/21/2026 Vestor Capital LLC11,086$980K0.1%+2,204.8%0.154%
5/19/2026 Western Wealth Management LLC1,533$136K0.0%-29.7%0.021%
5/18/2026 Royal Bank of Canada40,924$3.62M0.0%+84.7%0.568%
5/14/2026 Liberty One Investment Management LLC18,780$1.66M0.2%N/A0.261%
5/13/2026 Cetera Investment Advisers8,133$719K0.0%+9.9%0.113%
5/6/2026 Assetmark Inc.5,136$454K0.0%-97.5%0.071%
5/5/2026 Sanctuary Advisors LLC4,096$362K0.0%-6.4%0.057%
5/5/2026 Sigma Planning Corp13,592$1.20M0.0%+10.0%0.189%
5/1/2026 Oakwell Private Wealth Management LLC52,534$4.64M0.8%+101.3%0.730%
4/30/2026 Financial Freedom LLC629$56K0.0%-28.7%0.009%
4/30/2026 Ibex Wealth Advisors7,504$663K0.1%N/A0.104%
4/30/2026 Kestra Advisory Services LLC3,520$311K0.0%+18.3%0.049%
4/27/2026 HB Wealth Management LLC4,217$373K0.0%+68.7%0.059%
4/22/2026 Janney Montgomery Scott LLC3,886$343K0.0%+10.6%0.054%
4/21/2026 Artesa Financial Group LLC17,033$1.51M1.4%-0.9%0.237%
4/16/2026 Paladin Wealth LLC22,002$1.95M1.3%+18.0%0.306%
2/18/2026 NewEdge Advisors LLC600$61K0.0%-92.5%0.008%
2/17/2026 Cetera Investment Advisers7,400$752K0.0%+60.2%0.103%
2/17/2026 Hilltop Holdings Inc.3,199$325K0.0%+13.0%0.044%
2/17/2026 Equitable Holdings Inc.10,389$1.06M0.0%+9.0%0.144%
2/17/2026 GeoWealth Management LLC17,786$1.81M0.1%-54.3%0.247%
2/17/2026 Osaic Holdings Inc.28,072$2.85M0.0%-28.9%0.390%
2/17/2026 &PARTNERS12,831$1.30M0.0%-5.6%0.178%
2/17/2026 Royal Bank of Canada22,161$2.25M0.0%+213.5%0.308%
2/17/2026 Blair William & Co. IL3,987$405K0.0%N/A0.055%
2/16/2026 MML Investors Services LLC99,301$10.09M0.0%-5.0%1.379%
2/16/2026 Mariner LLC2,067$210K0.0%N/A0.029%
2/13/2026 Stifel Financial Corp53,590$5.44M0.0%+5.6%0.744%
2/13/2026Safe Harbor Wealth Advisors LLC4,952$503K0.5%N/A0.069%
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2/13/2026 A4 Wealth Advisors LLC5,005$508K0.4%-32.5%0.070%
2/12/2026 Jane Street Group LLC6,093$619K0.0%-75.2%0.085%
2/12/2026 Federation des caisses Desjardins du Quebec503$51K0.0%-29.0%0.007%
2/12/2026 HRT Financial LP4,088$415K0.0%N/A0.057%
2/12/2026 Commonwealth Equity Services LLC14,742$1.50M0.0%-35.3%0.205%
2/12/2026 Mattson Financial Services LLC44,137$4.48M1.0%+8.5%0.613%
2/11/2026 Vestor Capital LLC481$49K0.0%-99.9%0.007%
2/11/2026 Capital Analysts LLC355$36K0.0%N/A0.005%
2/11/2026 Artesa Financial Group LLC17,190$1.75M1.8%N/A0.239%
2/11/2026 Cerity Partners LLC2,259$229K0.0%-45.4%0.031%
2/11/2026 LPL Financial LLC294,702$29.94M0.0%+16.6%4.093%
2/11/2026 JPMorgan Chase & Co.83,637$8.50M0.0%-19.9%1.162%
2/11/2026 Vise Technologies Inc.2,276$231K0.0%N/A0.032%
2/10/2026 WCG Wealth Advisors LLC11,105$1.13M0.0%-1.3%0.154%
2/10/2026 Goldman Sachs Group Inc.14,120$1.43M0.0%N/A0.196%
2/10/2026 Kesler Norman & Wride LLC4,973$505K0.1%N/A0.069%
2/10/2026 Root Financial Partners LLC2,126$216K0.0%N/A0.030%
2/10/2026 Northwestern Mutual Wealth Management Co.81,511$8.28M0.0%+20.1%1.132%
2/9/2026 Mmbg Investment Advisors CO.3,774$384K0.0%N/A0.052%
2/9/2026 Harbour Investments Inc.291$30K0.0%+219.8%0.004%
2/6/2026 Kingdom Financial Group LLC.1,212$123K0.0%N/A0.017%
2/6/2026 Global Retirement Partners LLC17,326$1.76M0.0%+11.1%0.241%
2/6/2026 IFP Advisors Inc839$85K0.0%+137.0%0.012%
2/5/2026 Allworth Financial LP1,404$143K0.0%-12.3%0.020%
2/4/2026 Ameritas Advisory Services LLC7,680$780K0.0%-21.8%0.107%
2/4/2026 Money Concepts Capital Corp2,360$240K0.0%-20.0%0.033%
2/4/2026 Trek Financial LLC75,900$7.71M0.4%+11.7%1.054%
2/3/2026 International Assets Investment Management LLC1,000$102K0.0%N/A0.014%
2/2/2026 Truist Financial Corp47,376$4.81M0.0%+103.2%0.658%
1/30/2026 Sigma Planning Corp12,351$1.26M0.0%+2.1%0.172%
1/30/2026 Activest Wealth Management742$75K0.0%N/A0.010%
1/30/2026 Oakwell Private Wealth Management LLC26,100$2.65M0.5%N/A0.363%
1/29/2026 Sanctuary Advisors LLC4,378$445K0.0%-13.3%0.061%
1/29/2026 Advisors Capital Management LLC15,932$1.62M0.0%+6.6%0.221%
1/28/2026 Fischer Investment Strategies LLC2,427$247K0.1%-4.2%0.034%
1/28/2026 Financial Perspectives Inc10,859$1.10M0.3%+1.3%0.151%
1/23/2026 Assetmark Inc.209,468$21.28M0.0%+928.1%2.909%
1/21/2026 Sutton Place Investors LLC27,843$2.83M1.6%+1.2%0.387%
1/21/2026 Sound Income Strategies LLC442$45K0.0%+48.8%0.006%
1/20/2026 Sovran Advisors LLC3,173$322K0.0%-28.6%0.044%
1/20/2026 Stratos Wealth Partners LTD.3,665$372K0.0%+39.9%0.051%
1/15/2026 Ironwood Wealth Management LLC.10,264$1.06M0.3%-4.0%0.143%
1/15/2026 Paladin Wealth LLC18,648$1.89M1.3%+28.5%0.259%
1/14/2026 Hoese & Co LLP31,218$3.17M2.3%+279.2%0.434%
1/14/2026 Worth Asset Management LLC2,461$250K0.1%-18.5%0.034%
1/14/2026 Pallas Capital Advisors LLC2,538$258K0.0%-14.4%0.035%
1/12/2026 Kozak & Associates Inc.641,304$65.87M12.7%-0.6%8.907%
1/12/2026 Shira Ridge Wealth Management17,095$1.74M0.7%-0.6%0.237%
1/8/2026 Gradient Investments LLC673,735$68.45M1.1%+7.9%9.357%
1/8/2026 Wealth Enhancement Advisory Services LLC3,217$331K0.0%+6.0%0.045%
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1/6/2026 Ehrlich Financial Group4,789$487K0.3%+21.9%0.067%
1/1/2026 JPMorgan Chase & Co.104,371$10.64M0.0%+0.4%1.450%
12/2/2025 IFP Advisors Inc355$36K0.0%+688.9%0.005%
11/24/2025CIBC Private Wealth Group LLC623$64K0.0%N/A0.009%
11/18/2025 Advisory Services Network LLC1,152$117K0.0%N/A0.016%
11/18/2025 Kozak & Associates Inc.645,182$64.51M12.3%-5.5%8.961%
11/18/2025Apexium Financial LP89,167$9.09M0.4%+33.2%1.238%
11/17/2025 NewEdge Advisors LLC7,949$810K0.0%+19.1%0.110%
11/17/2025 Susquehanna International Group LLP16,951$1.73M0.0%-22.7%0.235%
11/17/2025 Northwestern Mutual Wealth Management Co.67,885$6.92M0.0%+48.6%0.943%


IETC Institutional Ownership - Frequently Asked Questions

During the previous two years, 124 institutional investors and hedge funds held shares of iShares U.S. Tech Independence Focused ETF. The most heavily invested institutionals were Gradient Investments LLC ($92.11M), Kozak & Associates Inc. ($49.18M), LPL Financial LLC ($29.94M), Beacon Harbor Wealth Advisors Inc. ($13.09M), MML Investors Services LLC ($10.09M), Apexium Financial LP ($9.09M), and Two Sigma Investments LP ($8.98M).Learn more on iShares U.S. Tech Independence Focused ETF's institutional investors.

Of the 114 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 ($807.28K), Jones Financial Companies Lllp ($251.16K), Assetmark Inc. ($210.72K), Raymond James Financial Inc. ($167.38K), Beacon Harbor Wealth Advisors Inc. ($129.26K), GeoWealth Management LLC ($91.55K), and Apexium Financial LP ($89.17K).

Institutional investors have bought a total of 1,493,106 shares in the last 24 months. This purchase volume represents approximately $151.72M in transactions.

Of the 38 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: Vestor Capital LLC ($723.36K), Kozak & Associates Inc. ($230.49K), Assetmark Inc. ($205.58K), Mirae Asset Global Investments Co. Ltd. ($118.78K), GeoWealth Management LLC ($31.91K), JPMorgan Chase & Co. ($20.73K), and Jane Street Group LLC ($18.50K).

Institutional investors have sold a total of 1,425,105 shares in the last 24 months. This volume of shares sold represents approximately $143.22M in transactions.


Related Companies

Institutional ownership data for BATS:IETC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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