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

iShares U.S. Tech Independence Focused ETF logo
$105.26 +2.39 (+2.32%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$185.66M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$143.92M
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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
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%
6/18/2026Western Wealth Management LLC1,533$136K0.0%-29.7%0.021%
6/3/2026NewEdge Advisors LLC750$66K0.0%+25.0%0.010%
5/21/2026 Vestor Capital LLC11,086$980K0.1%+2,204.8%0.154%
5/19/2026Western Wealth Management LLC1,533$136K0.0%-29.7%0.021%
5/18/2026Royal Bank of Canada40,924$3.62M0.0%+84.7%0.568%
5/14/2026Liberty One Investment Management LLC18,780$1.66M0.2%N/A0.261%
5/13/2026Cetera Investment Advisers8,133$719K0.0%+9.9%0.113%
5/6/2026 Assetmark Inc.5,136$454K0.0%-97.5%0.071%
5/5/2026Sanctuary Advisors LLC4,096$362K0.0%-6.4%0.057%
5/5/2026Sigma Planning Corp13,592$1.20M0.0%+10.0%0.189%
5/1/2026Oakwell Private Wealth Management LLC52,534$4.64M0.8%+101.3%0.730%
4/30/2026Financial 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%
4/22/2026Janney 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%
2/18/2026NewEdge Advisors LLC600$61K0.0%-92.5%0.008%
2/17/2026Cetera Investment Advisers7,400$752K0.0%+60.2%0.103%
2/17/2026Hilltop Holdings Inc.3,199$325K0.0%+13.0%0.044%
2/17/2026Equitable 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%
2/17/2026Osaic Holdings Inc.28,072$2.85M0.0%-28.9%0.390%
2/17/2026&PARTNERS12,831$1.30M0.0%-5.6%0.178%
2/17/2026Royal Bank of Canada22,161$2.25M0.0%+213.5%0.308%
2/17/2026Blair William & Co. IL3,987$405K0.0%N/A0.055%
2/16/2026MML Investors Services LLC99,301$10.09M0.0%-5.0%1.379%
2/16/2026Mariner LLC2,067$210K0.0%N/A0.029%
2/13/2026Stifel Financial Corp53,590$5.44M0.0%+5.6%0.744%
2/13/2026Safe Harbor Wealth Advisors LLC4,952$503K0.5%N/A0.069%
2/13/2026 A4 Wealth Advisors LLC5,005$508K0.4%-32.5%0.070%
2/12/2026Jane Street Group LLC6,093$619K0.0%-75.2%0.085%
2/12/2026Federation des caisses Desjardins du Quebec503$51K0.0%-29.0%0.007%
2/12/2026HRT Financial LP4,088$415K0.0%N/A0.057%
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2/12/2026 Commonwealth Equity Services LLC14,742$1.50M0.0%-35.3%0.205%
2/12/2026Mattson Financial Services LLC44,137$4.48M1.0%+8.5%0.613%
2/11/2026 Vestor Capital LLC481$49K0.0%-99.9%0.007%
2/11/2026Capital Analysts LLC355$36K0.0%N/A0.005%
2/11/2026 Artesa Financial Group LLC17,190$1.75M1.8%N/A0.239%
2/11/2026Cerity Partners LLC2,259$229K0.0%-45.4%0.031%
2/11/2026LPL Financial LLC294,702$29.94M0.0%+16.6%4.093%
2/11/2026JPMorgan Chase & Co.83,637$8.50M0.0%-19.9%1.162%
2/11/2026Vise Technologies Inc.2,276$231K0.0%N/A0.032%
2/10/2026WCG Wealth Advisors LLC11,105$1.13M0.0%-1.3%0.154%
2/10/2026Goldman 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%
2/10/2026Northwestern Mutual Wealth Management Co.81,511$8.28M0.0%+20.1%1.132%
2/9/2026Mmbg Investment Advisors CO.3,774$384K0.0%N/A0.052%
2/9/2026Harbour Investments Inc.291$30K0.0%+219.8%0.004%
2/6/2026Kingdom Financial Group LLC.1,212$123K0.0%N/A0.017%
2/6/2026Global Retirement Partners LLC17,326$1.76M0.0%+11.1%0.241%
2/6/2026 IFP Advisors Inc839$85K0.0%+137.0%0.012%
2/5/2026Allworth Financial LP1,404$143K0.0%-12.3%0.020%
2/4/2026Ameritas Advisory Services LLC7,680$780K0.0%-21.8%0.107%
2/4/2026Money Concepts Capital Corp2,360$240K0.0%-20.0%0.033%
2/4/2026Trek 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%
1/30/2026Sigma Planning Corp12,351$1.26M0.0%+2.1%0.172%
1/30/2026 Activest Wealth Management742$75K0.0%N/A0.010%
1/30/2026Oakwell Private Wealth Management LLC26,100$2.65M0.5%N/A0.363%
1/29/2026Sanctuary Advisors LLC4,378$445K0.0%-13.3%0.061%
1/29/2026Advisors 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%
1/21/2026Sutton 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%
1/20/2026Stratos 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%
1/14/2026Pallas 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%
1/6/2026 Ehrlich Financial Group4,789$487K0.3%+21.9%0.067%
1/1/2026JPMorgan 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%
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11/18/2025Advisory 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%
11/17/2025NewEdge Advisors LLC7,949$810K0.0%+19.1%0.110%
11/17/2025Susquehanna International Group LLP16,951$1.73M0.0%-22.7%0.235%
11/17/2025Northwestern Mutual Wealth Management Co.67,885$6.92M0.0%+48.6%0.943%
11/17/2025Lido Advisors LLC3,660$373K0.0%N/A0.051%
11/17/2025Integrated Wealth Concepts LLC69,201$7.05M0.1%-2.6%0.961%
11/17/2025Hilltop Holdings Inc.2,830$288K0.0%+30.6%0.039%
11/14/2025Creative Planning5,464$557K0.0%+3.8%0.076%


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 1,859,247 shares in the last 24 months. This purchase volume represents approximately $185.66M in transactions.

Of the 39 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 1,432,519 shares in the last 24 months. This volume of shares sold represents approximately $143.92M in transactions.


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This page (BATS:IETC) was last updated on 8/3/2026 by MarketBeat.com Staff.
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