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

iShares U.S. Technology ETF logo
$197.79 -1.64 (-0.82%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Technology ETF (NYSEARCA:IYW)

Current
Institutional Ownership
Percentage
57.65%
Number of
Institutional Buyers
(last 12 months)
797
Total
Institutional Inflows
(last 12 months)
$3.74B
Number of
Institutional Sellers
(last 12 months)
669
Total
Institutional Outflows
(last 12 months)
$2.26B
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IYW Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025Heritage Family Offices LLP1,255$246K0.1%N/A0.001%
10/7/2025Thurston Springer Miller Herd & Titak Inc.200$39K0.1%-96.4%0.000%
10/7/2025EWG Elevate Inc.8,669$1.70M0.5%N/A0.008%
10/7/2025Doliver Advisors LP1,909$374K0.1%N/A0.002%
10/7/2025Nova Wealth Management Inc.11,111$2.18M1.5%-9.6%0.010%
10/6/2025Puff Wealth Management LLC2,630$515K0.8%-3.6%0.002%
10/6/2025Venture Visionary Partners LLC1,924$377K0.0%-10.0%0.002%
10/6/2025Strathmore Capital Advisors Inc.2,345$459K0.2%-3.1%0.002%
10/3/2025 Jackson Wealth Management LLC51,558$10.10M1.0%+0.6%0.048%
10/3/2025 First Citizens Financial Corp92,398$18.10M8.9%-0.3%0.086%
10/3/2025 Dentgroup LLC3,017$591K0.4%+13.9%0.003%
10/2/2025 Central Pacific Bank Trust Division47,107$9.23M1.1%+0.5%0.038%
10/2/2025 GAMMA Investing LLC2,280$447K0.0%+8.7%0.002%
10/1/2025 Hobart Private Capital LLC1,634$320K0.1%-3.9%0.001%
9/29/2025 Summit Financial Wealth Advisors LLC2,033$352K0.1%N/A0.002%
9/26/2025Corient Private Wealth LLC81,169$14.06M0.0%-0.2%0.065%
9/22/2025Caldwell Trust Co733$127K0.0%N/A0.001%
9/19/2025Canal Capital Management LLC2,982$517K0.1%N/A0.002%
9/4/2025Osaic Holdings Inc.455,807$78.81M0.1%+9.2%0.364%
8/29/2025Evolution Wealth Management Inc.1,642$285K0.4%N/A0.001%
8/29/2025Centaurus Financial Inc.13,672$2.37M0.1%+2.1%0.011%
8/27/2025Barnes Wealth Management Group Inc9,885$1.71M1.0%-10.8%0.008%
8/27/2025Orion Porfolio Solutions LLC84,600$14.66M0.1%+44.6%0.068%
8/26/2025Thrivent Financial for Lutherans55,949$9.69M0.0%-79.9%0.045%
8/26/2025Claris Financial LLC1,190$206K0.2%N/A0.001%
8/25/2025Fulcrum Equity Management8,965$1.55M1.6%+5.3%0.007%
8/25/2025BLVD Private Wealth LLC4,005$694K0.7%N/A0.003%
8/20/2025Forefront Wealth Partners LLC1,976$315K0.2%+30.9%0.002%
8/19/2025B. Riley Wealth Advisors Inc.23,334$4.04M0.2%N/A0.019%
8/19/2025Newbridge Financial Services Group Inc.1,188$206K0.0%+6.3%0.001%
8/19/2025Cape Investment Advisory Inc.809$140K0.1%-19.3%0.001%
8/19/2025Advisory Services Network LLC84,022$15.23M0.2%-54.8%0.067%
8/18/2025Tyler Stone Wealth Management1,268$220K0.0%N/A0.001%
8/18/2025Tactive Advisors LLC5,795$1.00M0.3%N/A0.005%
8/18/2025N.E.W. Advisory Services LLC5,453$945K0.1%-1.2%0.004%
8/18/2025Geneos Wealth Management Inc.22,501$3.90M0.1%+123.6%0.018%
8/18/2025Front Row Advisors LLC1,161$201K0.1%-10.3%0.001%
8/18/2025Goodman Advisory Group LLC610$106K0.0%N/A0.000%
8/16/2025Headlands Technologies LLC623$108K0.0%N/A0.000%
8/15/2025High Falls Advisors Inc58,931$10.21M2.3%-10.4%0.047%
8/15/2025Nikulski Financial Inc.8,565$1.48M0.4%-23.1%0.007%
8/15/2025Tower Research Capital LLC TRC 23,066$4.00M0.1%N/A0.018%
8/15/2025First Heartland Consultants Inc.38,174$6.61M0.6%+2.7%0.031%
8/15/2025Semmax Financial Advisors Inc.2,539$467K0.1%-16.1%0.002%
8/15/2025Corient Private Wealth LLC81,169$14.07M0.0%-0.2%0.065%
8/15/2025Equitable Holdings Inc.136,771$23.70M0.2%+8.4%0.109%
8/15/2025Captrust Financial Advisors340,996$59.08M0.1%+0.4%0.273%
8/15/2025Lantern Wealth Advisors LLC2,574$446K0.3%N/A0.002%
8/15/2025Vident Advisory LLC1,329$230K0.0%N/A0.001%
8/15/2025Smartleaf Asset Management LLC31,279$5.37M0.5%+37.6%0.025%
8/15/2025Snowden Capital Advisors LLC36,543$6.33M0.2%-15.6%0.029%
8/15/2025Redwood Financial Network Corp9,429$1.63M1.1%-5.1%0.008%
8/15/2025Redwood Investment Management LLC7,728$1.34M0.1%-1.6%0.006%
8/15/2025Orion Porfolio Solutions LLC16,733$2.90M0.0%-71.4%0.013%
8/15/2025MML Investors Services LLC886,278$153.57M0.4%-3.7%0.709%
8/15/2025Mendel Capital Management LLC90,645$15.71M9.0%-3.5%0.072%
8/15/2025Modern Wealth Management LLC20,047$3.47M0.1%-75.1%0.016%
8/15/2025IHT Wealth Management LLC138,066$23.92M0.7%+13.8%0.110%
8/15/2025Great Valley Advisor Group Inc.5,975$1.04M0.0%+27.7%0.005%
8/15/2025Gallagher Fiduciary Advisors LLC2,208$383K0.0%-17.7%0.002%
8/15/2025EP Wealth Advisors LLC28,808$4.99M0.0%+72.1%0.023%
8/15/2025Curi Capital LLC6,855$1.19M0.0%N/A0.005%
8/15/2025BBR Partners LLC18,982$3.29M0.2%+85.6%0.015%
8/15/2025Benjamin Edwards Inc.13,118$2.27M0.0%-10.6%0.010%
8/15/2025BNP Paribas Financial Markets1,268$220K0.0%-24.8%0.001%
8/15/2025Ameriprise Financial Inc.1,156,536$200.48M0.0%+2.4%0.925%
8/14/2025MGB Wealth Management LLC984$170K0.1%-39.6%0.001%
8/14/2025Ausdal Financial Partners Inc.4,696$814K0.1%+26.9%0.004%
8/14/2025NCM Capital Management LLC10,551$1.83M0.8%+3.2%0.008%
8/14/2025Raymond James Financial Inc.1,598,623$276.99M0.1%+6.5%1.278%
8/14/2025Transamerica Financial Advisors LLC14,704$2.55M0.2%-1.4%0.012%
8/14/2025Betterment LLC1,741$302K0.0%-30.0%0.001%
8/14/2025Quantinno Capital Management LP12,684$2.20M0.0%+17.5%0.010%
8/14/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main171,187$29.66M0.0%+14,772.9%0.137%
8/14/2025Diversify Advisory Services LLC7,214$1.34M0.1%-31.7%0.006%
8/14/2025Peapack Gladstone Financial Corp20,326$3.52M0.0%-0.7%0.016%
8/14/2025Vivaldi Capital Management LP8,704$1.51M0.2%-9.0%0.007%
8/14/2025Ieq Capital LLC20,844$3.61M0.0%+0.8%0.017%
8/14/2025Main Street Financial Solutions LLC2,851$494K0.0%+95.7%0.002%
8/14/2025Clarity Asset Management Inc.300$52K0.0%N/A0.000%
8/14/2025Glenview Trust co13,700$2.37M0.0%-15.5%0.011%
8/14/2025The Manufacturers Life Insurance Company 827,221$143.33M0.1%-19.1%0.662%
8/14/2025Potentia Wealth1,897$329K0.2%+3.7%0.002%
8/14/2025NewEdge Advisors LLC517,376$89.65M0.5%-10.1%0.414%
8/14/2025Certuity LLC47,017$8.15M0.8%-1.4%0.038%
8/14/2025Sentinus LLC24,779$4.29M1.1%-24.6%0.020%
8/14/2025Acorn Wealth Advisors LLC1,961$340K0.1%N/A0.002%
8/14/2025Gerber Kawasaki Wealth & Investment Management3,678$637K0.0%N/A0.003%
8/14/2025Transce3nd LLC2,430$421K0.2%-7.3%0.002%
8/14/2025Vertex Planning Partners LLC13,273$2.30M0.5%-16.4%0.011%
8/14/2025Baker Avenue Asset Management LP2,206$382K0.0%-92.5%0.002%
8/14/2025Balance Wealth LLC12,081$2.09M1.2%-4.9%0.010%
8/14/2025Cary Street Partners Financial LLC41,745$7.23M0.2%-6.2%0.033%
8/14/2025Cerity Partners LLC55,348$9.59M0.0%+1.5%0.044%
8/13/2025ESG Planning DBA Harper Investing1,187$206K0.1%N/A0.001%
8/13/2025PGIM Custom Harvest LLC4,362,545$755.90M15.6%-3.7%3.489%
8/13/2025Shepherd Financial Partners LLC90,776$15.73M1.7%+2.9%0.073%
8/13/2025StoneX Group Inc.4,510$781K0.0%-22.0%0.004%
8/13/2025Seaview Investment Managers LLC2,121$368K0.1%-79.7%0.002%
8/13/2025Cresset Asset Management LLC20,634$3.58M0.0%+4.8%0.017%
(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, 1,236 institutional investors and hedge funds held shares of iShares U.S. Technology ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.61B), PGIM Custom Harvest LLC ($755.90M), LPL Financial LLC ($749.35M), Bank of America Corp DE ($685.54M), Laurel Wealth Advisors LLC ($639.37M), Morgan Stanley ($597.45M), and JPMorgan Chase & Co. ($551.88M).Learn more on iShares U.S. Technology ETF's institutional investors.

What percentage of iShares U.S. Technology ETF's stock is owned by institutional investors?

57.65% of iShares U.S. Technology ETF's stock is owned by institutional investors. Learn more on IYW's institutional investor holdings.

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

Of the 1,038 institutional investors that purchased iShares U.S. Technology ETF's 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), Laurel Wealth Advisors LLC ($3.67M), Envestnet Asset Management Inc. ($3.30M), Hsbc Holdings PLC ($2.04M), Raymond James Financial Inc. ($1.70M), The Manufacturers Life Insurance Company ($1.70M), and Envestnet Portfolio Solutions Inc. ($1.39M).

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

Institutional investors have bought a total of 23,610,696 shares in the last 24 months. This purchase volume represents approximately $3.74B in transactions.

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

Of the 668 institutional investors that sold iShares U.S. Technology ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($3.19M), Envestnet Asset Management Inc. ($1.44M), Parker Investment Management LLC ($764.36K), Envestnet Portfolio Solutions Inc. ($500.35K), JPMorgan Chase & Co. ($441.38K), Ashton Thomas Private Wealth LLC ($280.91K), and The Manufacturers Life Insurance Company ($269.05K).

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

Institutional investors have sold a total of 14,153,296 shares in the last 24 months. This volume of shares sold represents approximately $2.26B in transactions.


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This page (NYSEARCA:IYW) was last updated on 10/7/2025 by MarketBeat.com Staff
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