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iShares U.S. Technology ETF (IYW) Institutional Ownership

iShares U.S. Technology ETF logo
$155.90 -1.17 (-0.75%)
As of 03:12 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Technology ETF (NYSEARCA:IYW)

Number of
Institutional Buyers
(last 12 months)
746
Total
Institutional Inflows
(last 12 months)
$3.22B
Number of
Institutional Sellers
(last 12 months)
585
Total
Institutional Outflows
(last 12 months)
$1.63B
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IYW Institutional Buying and Selling by Quarter

iShares U.S. Technology ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 Rollins Financial Advisors LLC67,068$9.42M1.6%-4.9%0.053%
5/22/2025Kilter Group LLC33,901$4.76M3.1%+3.2%0.027%
5/21/2025 Westbourne Investments Inc.12,010$1.69M1.0%-2.0%0.010%
5/21/2025 Schmidt P J Investment Management Inc.33,438$4.70M0.9%+2.5%0.027%
5/20/2025 Belpointe Asset Management LLC9,823$1.38M0.1%N/A0.008%
5/20/2025 Focus Partners Wealth15,215$2.14M0.0%+11.9%0.012%
5/20/2025 Integrity Alliance LLC.114,697$16.11M0.6%+46.2%0.091%
5/20/2025 Glenview Trust co16,211$2.28M0.0%-34.2%0.013%
5/19/2025 Advisory Alpha LLC8,342$1.17M0.0%-1.9%0.007%
5/19/2025 Client 1ST Advisory Group LLC14,495$2.04M0.8%+6.3%0.011%
5/19/2025 SCS Capital Management LLC2,385$335K0.0%N/A0.002%
5/16/2025 Prostatis Group LLC26,320$3.70M1.2%-49.7%0.021%
5/16/2025 Semmax Financial Advisors Inc.3,028$449K0.1%+4.6%0.002%
5/16/2025 Ascent Group LLC158,880$22.31M1.0%+251.7%0.126%
5/16/2025 Arete Wealth Advisors LLC5,045$708K0.1%+20.3%0.004%
5/16/2025 Signature Estate & Investment Advisors LLC2,618$368K0.0%+101.5%0.002%
5/16/2025 Ashton Thomas Private Wealth LLC322,863$45.34M1.7%+597.9%0.256%
5/16/2025 Goldman Sachs Group Inc.584,484$82.09M0.0%+0.2%0.464%
5/16/2025 Jones Financial Companies Lllp59,576$8.37M0.0%-42.1%0.047%
5/16/2025 Redwood Financial Network Corp9,931$1.40M1.1%+27.8%0.008%
5/16/2025 Pinnacle Family Advisors LLC2,063$290K0.2%+19.2%0.002%
5/16/2025 NewEdge Advisors LLC575,669$80.85M0.5%+9.3%0.457%
5/16/2025 Integrated Wealth Concepts LLC120,996$16.99M0.2%+3.8%0.096%
5/16/2025 Clark Capital Management Group Inc.2,247$316K0.0%+9.7%0.002%
5/16/2025 Concorde Asset Management LLC13,655$1.90M1.0%+4.7%0.011%
5/16/2025 Copperleaf Capital LLC11,401$1.60M1.0%+6.6%0.009%
5/16/2025 Beaird Harris Wealth Management LLC2,505$352K0.0%-6.0%0.002%
5/16/2025 AQR Capital Management LLC10,066$1.41M0.0%+58.1%0.008%
5/16/2025 AlTi Global Inc.5,807$816K0.0%-15.2%0.005%
5/16/2025 Ancora Advisors LLC32,669$4.59M0.1%+15.3%0.026%
5/16/2025 Aprio Wealth Management LLC7,623$1.07M0.1%+35.5%0.006%
5/15/2025 Promethium Advisors LLC16,535$2.32M1.5%-2.0%0.013%
5/15/2025 Federation des caisses Desjardins du Quebec41,371$5.81M0.0%-4.0%0.033%
5/15/2025 EP Wealth Advisors LLC16,739$2.35M0.0%-5.5%0.013%
5/15/2025 Focus Partners Advisor Solutions LLC3,546$498K0.0%+54.2%0.003%
5/15/2025 One Wealth Capital Management LLC18,906$2.66M1.4%-0.6%0.015%
5/15/2025 Ameriflex Group Inc.6,669$937K0.4%+66.4%0.005%
5/15/2025 Flputnam Investment Management Co.3,313$465K0.0%+7.8%0.003%
5/15/2025 Royal Bank of Canada1,043,316$146.52M0.0%-2.7%0.828%
5/15/2025 MAI Capital Management56,373$7.92M0.1%-2.9%0.045%
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5/15/2025 Connecticut Wealth Management LLC18,232$2.56M0.1%-3.0%0.014%
5/15/2025 Baird Financial Group Inc.44,557$6.26M0.0%+6.4%0.035%
5/15/2025 OLD Mission Capital LLC11,911$1.67M0.0%N/A0.009%
5/15/2025 The Manufacturers Life Insurance Company 1,021,938$143.52M0.1%+113.3%0.811%
5/15/2025 Vermillion & White Wealth Management Group LLC328$46K0.0%-88.6%0.000%
5/15/2025 Trexquant Investment LP1,603$225K0.0%-11.4%0.001%
5/15/2025 D L Carlson Investment Group Inc.2,870$403K0.1%-5.1%0.002%
5/14/2025 Triad Wealth Partners LLC32,024$4.50M1.4%+19.4%0.025%
5/14/2025 CreativeOne Wealth LLC134,005$18.82M0.6%-0.8%0.106%
5/14/2025 Quadcap Wealth Management LLC1,908$268K0.0%-8.3%0.002%
5/14/2025 Redwood Investment Management LLC7,851$1.10M0.1%+3.2%0.006%
5/14/2025 Samalin Investment Counsel LLC2,977$418K0.2%-5.0%0.002%
5/14/2025 WCG Wealth Advisors LLC48,103$6.76M0.5%-4.2%0.038%
5/14/2025 NCM Capital Management LLC10,224$1.44M0.6%+9.2%0.008%
5/14/2025 Full Sail Capital LLC5,740$806K0.1%-7.4%0.005%
5/14/2025 Apexium Financial LP200,929$28.22M1.7%-2.9%0.159%
5/14/2025 Kayne Anderson Rudnick Investment Management LLC20,073$2.82M0.0%-27.5%0.016%
5/14/2025 Comerica Bank50,349$7.07M0.0%-8.1%0.040%
5/14/2025 Freedom Investment Management Inc.2,835$398K0.0%+110.2%0.002%
5/14/2025 Synovus Financial Corp4,683$658K0.0%-2.2%0.004%
5/14/2025 Smartleaf Asset Management LLC22,727$3.20M0.3%+10.6%0.018%
5/14/2025 Westwood Wealth Management10,075$1.42M0.6%-14.1%0.008%
5/14/2025 Biondo Investment Advisors LLC3,685$518K0.1%-7.9%0.003%
5/14/2025 Northwestern Mutual Wealth Management Co.316,672$44.47M0.0%+16.2%0.251%
5/14/2025 Sax Wealth Advisors LLC3,633$510K0.0%+2.7%0.003%
5/14/2025 Kestra Advisory Services LLC362,246$50.87M0.2%+3.1%0.287%
5/14/2025 1832 Asset Management L.P.10,188$1.43M0.0%-60.4%0.008%
5/14/2025 Compound Planning Inc.114,734$16.11M0.7%+11.6%0.091%
5/14/2025 Barnes Wealth Management Group Inc11,081$1.56M1.0%+3.7%0.009%
5/14/2025 Ameriprise Financial Inc.1,129,480$158.54M0.0%-5.8%0.896%
5/14/2025 Guidance Point Advisors LLC2,047$288K0.1%+8.2%0.002%
5/14/2025 CW Advisors LLC318,535$44.74M0.5%-3.7%0.253%
5/14/2025 Summit Financial LLC2,909$409K0.0%+84.2%0.002%
5/14/2025 Partners Capital Investment Group LLP105,813$14.86M0.3%+19.1%0.084%
5/14/2025 Accredited Wealth Management LLC237$33K0.0%N/A0.000%
5/14/2025 Elevate Wealth Advisory Inc.545$77K0.1%N/A0.000%
5/14/2025 PGIM Custom Harvest LLC4,528,761$636.02M15.2%+4.4%3.593%
5/14/2025 Capital Analysts LLC19,664$2.76M0.1%+10.5%0.016%
5/14/2025 Tradition Wealth Management LLC21,903$3.08M0.3%+2.3%0.017%
5/14/2025 Vertex Planning Partners LLC15,868$2.23M0.5%+7.4%0.013%
5/14/2025 Venture Visionary Partners LLC2,008$282K0.0%-50.0%0.002%
5/14/2025 JT Stratford LLC4,463$627K0.1%+46.8%0.004%
5/14/2025 Hsbc Holdings PLC763,350$107.21M0.1%+0.0%0.606%
5/14/2025 HC Advisors LLC84,182$11.82M8.9%+11.5%0.067%
5/13/2025 Aptus Capital Advisors LLC8,462$1.19M0.0%+35.3%0.007%
5/13/2025 Freestone Capital Holdings LLC11,475$1.61M0.1%+9.6%0.009%
5/13/2025 CacheTech Inc.2,228$313K0.1%N/A0.002%
5/13/2025 Ethos Financial Group LLC26,422$3.71M0.4%N/A0.021%
5/13/2025 Steward Partners Investment Advisory LLC82,093$11.53M0.1%+8.2%0.065%
5/13/2025 Intrepid Financial Planning Group LLC4,759$668K0.3%+67.3%0.004%
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5/13/2025 Adams Wealth Management2,228$313K0.1%N/A0.002%
5/13/2025 Raymond James Financial Inc.1,501,234$210.83M0.1%-6.5%1.191%
5/13/2025 Eaton Financial Holdings Company LLC5,333$749K0.3%-21.1%0.004%
5/13/2025 Cresset Asset Management LLC19,692$2.77M0.0%+5.3%0.016%
5/13/2025 United Capital Management of KS Inc.4,194$589K0.1%-1.8%0.003%
5/13/2025 Gen Wealth Partners Inc19,339$2.72M1.1%+2.3%0.015%
5/13/2025 EverSource Wealth Advisors LLC6,400$899K0.0%-86.8%0.005%
5/13/2025 High Falls Advisors Inc65,795$9.24M2.2%+1.1%0.052%
5/13/2025 Seaview Investment Managers LLC8,270$1.16M0.4%-18.1%0.007%
5/13/2025 Finley Financial LLC59,026$8.43M4.7%+2.8%0.047%
(Data available from 1/1/2016 forward)

IYW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYW shares?

During the previous two years, 1,175 institutional investors and hedge funds held shares of iShares U.S. Technology ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.42B), LPL Financial LLC ($749.35M), Bank of America Corp DE ($685.54M), PGIM Custom Harvest LLC ($636.02M), Morgan Stanley ($597.45M), JPMorgan Chase & Co. ($469.72M), and UBS Group AG ($261.41M).Learn more on IYW's institutional investors.

Which institutional investors have been buying iShares U.S. Technology ETF stock?

Of the 982 institutional investors that purchased iShares U.S. Technology ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($4.32M), Envestnet Asset Management Inc. ($3.44M), The Manufacturers Life Insurance Company ($1.70M), Hsbc Holdings PLC ($1.64M), Raymond James Financial Inc. ($1.61M), Envestnet Portfolio Solutions Inc. ($1.39M), and Dynasty Wealth Management LLC ($1.38M).

How much institutional buying is happening at iShares U.S. Technology ETF?

Institutional investors have bought a total of 40,304,889 shares in the last 24 months. This purchase volume represents approximately $5.50B in transactions.

Which iShares U.S. Technology ETF major shareholders have been selling company stock?

Of the 742 institutional investors that sold iShares U.S. Technology ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($8.29M), International Assets Investment Management LLC ($3.17M), LPL Financial LLC ($1.39M), JPMorgan Chase & Co. ($1.08M), CWM LLC ($1.05M), Osaic Holdings Inc. ($948.43K), and Park Avenue Securities LLC ($886.41K).

How much institutional selling is happening at iShares U.S. Technology ETF?

Institutional investors have sold a total of 29,252,245 shares in the last 24 months. This volume of shares sold represents approximately $3.64B in transactions.



This page (NYSEARCA:IYW) was last updated on 5/23/2025 by MarketBeat.com Staff
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