NYSEARCA:IYW

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

$104.87

+0.22 (+0.21%)

(As of 09/22/2023 ET)

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Today's Range: $104.73
▼
$105.91
50-Day Range: $104.48
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$113.61
52-Week Range: $69.49
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$114.17

Volume: 582,432 shs
Average Volume: 677,761 shs
Market Capitalization: $10.79 billion

Assets Under Management: $10.72 billion
Dividend Yield: 0.36%
Net Expense Ratio: 0.39%

Profile Chart Headlines Holdings Options Chain Ratings

Number of Institutional Buyers (last 12 months): 572
Total Institutional Inflows (last 12 months): $3.33 B

Number of Institutional Sellers (last 12 months): 340
Total Institutional Outflows (last 12 months): $586.93 M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/21/2023	Baystate Wealth Management LLC	27,929	$3.04M	0.2%	+7.7%	0.027%
9/12/2023	Farther Finance Advisors LLC	36,747	$4M	0.9%	+31.5%	0.036%
9/8/2023	Tucker Asset Management LLC	317	$35K	0.0%	+286.6%	0.000%
9/7/2023	Scarborough Advisors LLC	100,752	$10.97M	2.6%	+14.7%	0.098%
8/30/2023	Western Wealth Management LLC	5,970	$0.65M	0.1%	+12.2%	0.006%
8/24/2023	Invictus Private Wealth LLC	6,445	$0.70M	0.1%	-3.0%	0.006%
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8/23/2023	TNF LLC	58,511	$6.37M	2.8%	+1.3%	0.057%
8/21/2023	Osaic Holdings Inc.	1,866,187	$203.15M	0.4%	-6.6%	1.814%
8/17/2023	Orion Portfolio Solutions LLC	85,310	$9.29M	0.1%	+30.8%	0.083%
8/17/2023	Coppell Advisory Solutions LLC	367	$39K	0.0%	N/A	0.000%
8/17/2023	Howard Capital Management Group LLC	213,155	$23.21M	2.2%	+0.3%	0.207%
8/16/2023	Resources Management Corp CT ADV	1,670	$0.18M	0.0%	+1,639.6%	0.002%
8/16/2023	CreativeOne Wealth LLC	199,171	$21.68M	1.0%	+3.4%	0.194%
8/15/2023	Equitable Holdings Inc.	9,577	$1.04M	0.0%	+48.6%	0.009%
8/15/2023	High Falls Advisors Inc	111,524	$12.14M	3.5%	-2.1%	0.108%
8/15/2023	Imprint Wealth LLC	256,964	$25.70M	0.1%	+10,928.5%	0.250%
8/15/2023	Wells Fargo & Company MN	1,361,643	$148.24M	0.0%	+11.4%	1.324%
8/15/2023	Girard Partners LTD.	5,505	$0.60M	0.1%	-2.8%	0.005%
8/15/2023	Cornerstone Planning Group LLC	3,498	$0.38M	0.2%	N/A	0.003%
8/15/2023	Moneta Group Investment Advisors LLC	1,977	$0.22M	0.0%	N/A	0.002%
8/15/2023	Integrated Wealth Concepts LLC	166,133	$18.09M	0.3%	+4.5%	0.162%
8/15/2023	Raymond James Trust N.A.	14,126	$1.54M	0.0%	+1.9%	0.014%
8/15/2023	Benjamin F. Edwards & Company Inc.	12,695	$1.38M	0.1%	-1.5%	0.012%
8/15/2023	IHT Wealth Management LLC	22,925	$2.50M	0.1%	-0.9%	0.022%
8/15/2023	Centaurus Financial Inc.	9,336	$1.02M	0.1%	-38.8%	0.009%
8/15/2023	WMS Partners LLC	2,341	$0.26M	0.0%	-14.6%	0.002%
8/15/2023	Goldman Sachs Group Inc.	198,798	$21.64M	0.0%	+47.0%	0.193%
8/15/2023	Wealthsource Partners LLC	309,980	$33.75M	2.2%	-3.0%	0.301%
8/15/2023	Gries Financial LLC	89,684	$9.76M	2.7%	+9.5%	0.087%
8/15/2023	Laurel Wealth Advisors LLC	20,982	$2.28M	0.5%	-1.2%	0.020%
8/15/2023	First National Bank of Omaha	2,350	$0.26M	0.0%	-5.1%	0.002%
8/15/2023	Harbour Investments Inc.	28,065	$3.06M	0.2%	-1.7%	0.027%
8/15/2023	Captrust Financial Advisors	400,088	$43.56M	0.2%	+704.9%	0.389%
8/15/2023	Tyler Stone Wealth Management	689	$75K	0.0%	N/A	0.001%
8/15/2023	Royal Bank of Canada	861,404	$93.78M	0.0%	+5.3%	0.838%
8/15/2023	Rockefeller Capital Management L.P.	107,728	$11.73M	0.0%	+6.7%	0.105%
8/15/2023	Stifel Financial Corp	363,393	$39.56M	0.1%	-1.3%	0.353%
8/15/2023	Gray Wealth Management Inc.	1,999	$0.22M	0.1%	N/A	0.002%
8/15/2023	Hilltop Holdings Inc.	3,570	$0.39M	0.0%	+10.2%	0.003%
8/15/2023	Balentine LLC	403	$44K	0.0%	N/A	0.000%

8/15/2023	Beacon Pointe Advisors LLC	1,912	$0.21M	0.0%	-91.4%	0.002%
8/15/2023	Cadence Bank	1,930	$0.21M	0.0%	N/A	0.002%
8/14/2023	New Republic Capital LLC	2,096	$0.23M	0.2%	N/A	0.002%
8/14/2023	Mercer Global Advisors Inc. ADV	98,087	$10.68M	0.0%	+41.1%	0.095%
8/14/2023	Client 1ST Advisory Group LLC	15,009	$1.63M	0.9%	+1.7%	0.015%
8/14/2023	Orion Portfolio Solutions LLC	15,205	$9.29M	0.1%	-76.7%	0.015%
8/14/2023	Keebeck Wealth Management LLC	60,129	$6.55M	0.9%	+41.2%	0.058%
8/14/2023	Gallagher Fiduciary Advisors LLC	12,113	$1.32M	0.1%	+6.8%	0.012%
8/14/2023	Stephens Inc. AR	20,735	$2.26M	0.0%	-8.5%	0.020%
8/14/2023	United Capital Financial Advisers LLC	327,739	$35.68M	0.2%	-17.0%	0.319%
8/14/2023	Sowell Financial Services LLC	27,937	$3.04M	0.2%	+225.9%	0.027%
8/14/2023	Redwood Financial Network Corp	2,760	$0.30M	0.3%	-3.3%	0.003%
8/14/2023	IFP Advisors Inc	21,957	$2.39M	0.1%	+20.3%	0.021%
8/14/2023	Resurgent Financial Advisors LLC	1,814	$0.20M	0.1%	+14.4%	0.002%
8/14/2023	Apexium Financial LP	199,933	$21.77M	1.9%	+4.7%	0.194%
8/14/2023	Perennial Investment Advisors LLC	37,461	$4.08M	0.7%	+15.9%	0.036%
8/14/2023	MML Investors Services LLC	981,690	$106.88M	0.6%	+12.1%	0.954%
8/14/2023	Boston Family Office LLC	10,100	$1.10M	0.1%	-6.5%	0.010%
8/14/2023	Bleakley Financial Group LLC	78,182	$8.51M	0.3%	-6.0%	0.076%
8/14/2023	Graves Light Lenhart Wealth Inc.	11,730	$1.28M	0.2%	-5.9%	0.011%
8/14/2023	Swmg LLC	41,337	$4.50M	2.4%	+4.4%	0.040%
8/14/2023	Snowden Capital Advisors LLC	48,940	$5.33M	0.2%	+17.8%	0.048%
8/14/2023	Thrivent Financial for Lutherans	49,586	$5.33M	0.0%	+1.9%	0.048%
8/14/2023	Hillman Capital Management Inc.	2,250	$0.25M	0.1%	N/A	0.002%
8/14/2023	Cerity Partners LLC	19,904	$2.17M	0.0%	+7.1%	0.019%
8/14/2023	Glenview Trust Co	14,319	$1.56M	0.0%	-18.0%	0.014%
8/14/2023	1832 Asset Management L.P.	6,134	$0.67M	0.0%	-12.3%	0.006%
8/11/2023	Robertson Stephens Wealth Management LLC	15,850	$1.73M	0.1%	+17.1%	0.015%
8/11/2023	Regal Investment Advisors LLC	45,772	$4.98M	0.4%	+1.1%	0.045%
8/11/2023	Cibc World Market Inc.	29,963	$3.26M	0.0%	-3.0%	0.029%
8/11/2023	Baird Financial Group Inc.	45,405	$4.94M	0.0%	+24.4%	0.044%
8/11/2023	Credit Suisse AG	5,159	$0.56M	0.0%	-44.7%	0.005%
8/11/2023	Security Financial Services INC.	100,011	$10.89M	3.1%	-0.3%	0.097%
8/11/2023	BlackRock Inc.	2,591,843	$282.17M	0.0%	+0.2%	2.520%
8/11/2023	Harvest Investment Services LLC	4,181	$0.46M	0.3%	N/A	0.004%
8/11/2023	Visionary Wealth Advisors	12,617	$1.37M	0.1%	-34.6%	0.012%
8/11/2023	Kestra Advisory Services LLC	84,592	$9.21M	0.1%	-10.1%	0.082%
8/11/2023	The Manufacturers Life Insurance Company	16,800	$1.83M	0.0%	N/A	0.016%
8/11/2023	Hsbc Holdings PLC	30,709	$3.34M	0.0%	-1.2%	0.030%
8/11/2023	Huntington National Bank	57,021	$6.21M	0.1%	-1.8%	0.055%
8/11/2023	Franklin Resources Inc.	7,644	$0.83M	0.0%	-54.6%	0.007%
8/11/2023	TRUE Private Wealth Advisors	39,292	$4.28M	0.6%	+182.8%	0.038%
8/11/2023	Copperleaf Capital LLC	16,934	$1.84M	1.7%	+35.4%	0.016%
8/11/2023	D.A. Davidson & CO.	6,620	$0.72M	0.0%	+1.5%	0.006%
8/11/2023	JPMorgan Chase & Co.	2,360,323	$256.97M	0.0%	+16.8%	2.295%
8/11/2023	PNC Financial Services Group Inc.	451,671	$49.17M	0.0%	-3.9%	0.439%
8/11/2023	Northern Trust Corp	42,602	$4.64M	0.0%	+19.8%	0.041%
8/11/2023	Stone House Investment Management LLC	69,221	$7.54M	2.7%	+5.1%	0.067%
8/10/2023	Osaic Holdings Inc.	1,872,659	$203.14M	0.4%	-6.3%	1.821%
8/10/2023	EWA LLC	2,080	$0.23M	0.2%	N/A	0.002%

8/10/2023	GeoWealth Management LLC	12,177	$1.33M	0.1%	+4.8%	0.012%
8/10/2023	Edgestream Partners L.P.	1,853	$0.20M	0.0%	N/A	0.002%
8/10/2023	Commonwealth Equity Services LLC	639,240	$69.59M	0.1%	+8.9%	0.622%
8/10/2023	Johnson Investment Counsel Inc.	45,793	$4.99M	0.1%	-3.4%	0.045%
8/10/2023	Cary Street Partners Asset Management LLC	64,900	$7.07M	1.3%	-0.6%	0.063%
8/10/2023	Alterna Wealth Management Inc.	9,605	$1.05M	1.2%	+130.4%	0.009%
8/10/2023	Trustmark National Bank Trust Department	40,706	$4.43M	0.4%	N/A	0.040%
8/10/2023	Cary Street Partners Investment Advisory LLC	36,187	$3.94M	0.3%	+1.6%	0.035%
8/10/2023	HC Advisors LLC	48,526	$5.28M	3.1%	-19.4%	0.047%
8/10/2023	Russell Investments Group Ltd.	871	$95K	0.0%	-12.7%	0.001%

(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, 893 institutional investors and hedge funds held shares of iShares U.S. Technology ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.66B), Morgan Stanley ($446.15M), LPL Financial LLC ($433.76M), Bank of America Corp DE ($411.95M), PGIM Custom Harvest LLC ($395.61M), BlackRock Inc. ($282.17M), and JPMorgan Chase & Co. ($256.97M).Learn more on IYW's institutional investors.
Which institutional investors have been buying iShares U.S. Technology ETF stock?: Of the 766 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: Envestnet Asset Management Inc. ($14.55M), CFS Investment Advisory Services LLC ($4.21M), LPL Financial LLC ($3.09M), Bank of Montreal Can ($2.75M), JPMorgan Chase & Co. ($2.04M), CWM LLC ($1.67M), and Park Avenue Securities LLC ($1.41M).
How much institutional buying is happening at iShares U.S. Technology ETF?: Institutional investors have bought a total of 56,669,635 shares in the last 24 months. This purchase volume represents approximately $4.95B in transactions.

Which iShares U.S. Technology ETF major shareholders have been selling company stock?: Of the 507 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: Prospera Financial Services Inc ($4.82M), CFS Investment Advisory Services LLC ($4.05M), Prudential Financial Inc. ($3.95M), Bank of Montreal Can ($3.15M), RiverFront Investment Group LLC ($1.02M), Bank of America Corp DE ($0.81M), and Private Advisor Group LLC ($0.39M).
How much institutional selling is happening at iShares U.S. Technology ETF?: Institutional investors have sold a total of 25,928,380 shares in the last 24 months. This volume of shares sold represents approximately $2.32B in transactions.

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This page (NYSEARCA:IYW) was last updated on 9/23/2023 by MarketBeat.com Staff

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

IYW Institutional Buying and Selling by Quarter

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

IYW Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for iShares U.S. Technology ETF (NYSEARCA:IYW)

IYW Institutional Buying and Selling by Quarter

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

IYW Institutional Ownership - Frequently Asked Questions