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

iShares U.S. Tech Independence Focused ETF logo
$110.95 -3.99 (-3.47%)
As of 02:52 PM 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)
78
Total
Institutional Inflows
(last 12 months)
$99.46M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$215.84M
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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
10/8/2026Farther Finance Advisors LLC436$50K0.0%+1,111.1%0.006%
10/8/2026Gradient Investments LLC223,515$25.51M0.4%-73.9%3.104%
9/23/2026Envestnet Asset Management Inc.36,369$3.90M0.0%+7.7%0.505%
9/9/2026Integrated Wealth Concepts LLC65,533$7.04M0.0%-2.2%0.910%
9/9/2026IFP Advisors Inc558$60K0.0%-35.6%0.008%
9/2/2026Citadel Advisors LLC38,686$4.15M0.0%+170.2%0.537%
8/26/2026Brown Financial Advisors30,232$3.25M1.1%+4.4%0.420%
8/23/2026Ameritas Advisory Services LLC4,835$519K0.0%+83.4%0.067%
8/23/2026HB Wealth Management LLC5,719$614K0.0%+35.6%0.079%
7/10/2026Paladin Wealth LLC26,617$2.86M1.7%+21.0%0.370%
7/9/2026Shira Ridge Wealth Management16,228$1.74M0.6%-4.3%0.225%
7/8/2026Gradient Investments LLC858,000$92.11M1.3%+18.4%11.917%
7/8/2026Archer Investment Management LLC2,176$234K0.1%N/A0.030%
7/2/2026Kozak & 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%
5/21/2026Vestor 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%
5/6/2026Assetmark 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%
4/30/2026Ibex Wealth Advisors7,504$663K0.1%N/A0.104%
4/30/2026Kestra Advisory Services LLC3,520$311K0.0%+18.3%0.049%
4/27/2026HB Wealth Management LLC4,217$373K0.0%+68.7%0.059%
4/22/2026Janney Montgomery Scott LLC3,886$343K0.0%+10.6%0.054%
4/21/2026Artesa Financial Group LLC17,033$1.51M1.4%-0.9%0.237%
4/16/2026Paladin 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%
2/17/2026GeoWealth 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%
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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%
2/13/2026A4 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%
2/12/2026Commonwealth 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%
2/11/2026Vestor Capital LLC481$49K0.0%-99.9%0.007%
2/11/2026Capital Analysts LLC355$36K0.0%N/A0.005%
2/11/2026Artesa 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%
2/10/2026Kesler Norman & Wride LLC4,973$505K0.1%N/A0.069%
2/10/2026Root 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%
2/6/2026IFP 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%
2/3/2026International Assets Investment Management LLC1,000$102K0.0%N/A0.014%
2/2/2026Truist Financial Corp47,376$4.81M0.0%+103.2%0.658%
1/30/2026Sigma Planning Corp12,351$1.26M0.0%+2.1%0.172%
1/30/2026Activest 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%
1/28/2026Fischer Investment Strategies LLC2,427$247K0.1%-4.2%0.034%
1/28/2026Financial Perspectives Inc10,859$1.10M0.3%+1.3%0.151%
1/23/2026Assetmark Inc.209,468$21.28M0.0%+928.1%2.909%
1/21/2026Sutton Place Investors LLC27,843$2.83M1.6%+1.2%0.387%
1/21/2026Sound Income Strategies LLC442$45K0.0%+48.8%0.006%
1/20/2026Sovran Advisors LLC3,173$322K0.0%-28.6%0.044%
1/20/2026Stratos Wealth Partners LTD.3,665$372K0.0%+39.9%0.051%
1/15/2026Ironwood Wealth Management LLC.10,264$1.06M0.3%-4.0%0.143%
1/15/2026Paladin Wealth LLC18,648$1.89M1.3%+28.5%0.259%
1/14/2026Hoese & Co LLP31,218$3.17M2.3%+279.2%0.434%
1/14/2026Worth Asset Management LLC2,461$250K0.1%-18.5%0.034%
A new income category is drawing serious money - here's why (Ad)

Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the eye-popping yields are fueling a boom among everyday investors. Three years ago, barely a dozen of these funds existed - today there are more than 100, holding over $140 billion. These funds trade on the NYSE and NASDAQ and are built to generate monthly income. Some investors are targeting $5,000 a month with roughly one-tenth of the nest egg Wall Street says you need.tc pixel

Watch the short briefing to see how this income approach works
1/14/2026Pallas Capital Advisors LLC2,538$258K0.0%-14.4%0.035%
1/12/2026Kozak & Associates Inc.641,304$65.87M12.7%-0.6%8.907%
1/12/2026Shira Ridge Wealth Management17,095$1.74M0.7%-0.6%0.237%
1/8/2026Gradient Investments LLC673,735$68.45M1.1%+7.9%9.357%
1/8/2026Wealth Enhancement Advisory Services LLC3,217$331K0.0%+6.0%0.045%
1/6/2026Ehrlich Financial Group4,789$487K0.3%+21.9%0.067%
1/1/2026JPMorgan Chase & Co.104,371$10.64M0.0%+0.4%1.450%
12/2/2025IFP Advisors Inc355$36K0.0%+688.9%0.005%
11/24/2025CIBC Private Wealth Group LLC623$64K0.0%N/A0.009%
11/18/2025Advisory Services Network LLC1,152$117K0.0%N/A0.016%


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 Kozak & Associates Inc. ($49.18M), LPL Financial LLC ($29.94M), Gradient Investments LLC ($25.51M), 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 980,118 shares in the last 24 months. This purchase volume represents approximately $99.46M in transactions.

Of the 40 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), Gradient Investments LLC ($634.49K), Kozak & Associates Inc. ($230.49K), Assetmark Inc. ($205.58K), Mirae Asset Global Investments Co. Ltd. ($118.78K), GeoWealth Management LLC ($31.91K), and JPMorgan Chase & Co. ($20.73K).

Institutional investors have sold a total of 2,061,343 shares in the last 24 months. This volume of shares sold represents approximately $215.84M 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 10/8/2026. New 13F filings are added each quarter as they're published.
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