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S&P 500   4,320.06
DOW   33,963.84
QQQ   357.91
52-week Low Names To Tip The Upside Scale In Your Favor
MarketBeat's Top 5 Stock Picks - Just Released (Ad)
3 Reasons This Sleeping Giant Is About To Wake Up
Things to know about California's new proposed rules for insurance companies
MarketBeat's Top 5 Stock Picks - Just Released (Ad)
Analysts Went All In On These Computer Stocks, Save Your Spot
KB Home Price Weakness is a Signal to Buy this Cash Machine
Laser breakthrough could send stock soaring 2,467% (Ad)
Seagen, Activision Blizzard rise; Scholastic, Intel fall, Friday, 9/22/2023
I Won $37 Million in the Lottery. The Money Wrecked My Relationship With My Mom and I Got Scammed By My Best Friend.
S&P 500   4,320.06
DOW   33,963.84
QQQ   357.91
52-week Low Names To Tip The Upside Scale In Your Favor
MarketBeat's Top 5 Stock Picks - Just Released (Ad)
3 Reasons This Sleeping Giant Is About To Wake Up
Things to know about California's new proposed rules for insurance companies
MarketBeat's Top 5 Stock Picks - Just Released (Ad)
Analysts Went All In On These Computer Stocks, Save Your Spot
KB Home Price Weakness is a Signal to Buy this Cash Machine
Laser breakthrough could send stock soaring 2,467% (Ad)
Seagen, Activision Blizzard rise; Scholastic, Intel fall, Friday, 9/22/2023
I Won $37 Million in the Lottery. The Money Wrecked My Relationship With My Mom and I Got Scammed By My Best Friend.
S&P 500   4,320.06
DOW   33,963.84
QQQ   357.91
52-week Low Names To Tip The Upside Scale In Your Favor
MarketBeat's Top 5 Stock Picks - Just Released (Ad)
3 Reasons This Sleeping Giant Is About To Wake Up
Things to know about California's new proposed rules for insurance companies
MarketBeat's Top 5 Stock Picks - Just Released (Ad)
Analysts Went All In On These Computer Stocks, Save Your Spot
KB Home Price Weakness is a Signal to Buy this Cash Machine
Laser breakthrough could send stock soaring 2,467% (Ad)
Seagen, Activision Blizzard rise; Scholastic, Intel fall, Friday, 9/22/2023
I Won $37 Million in the Lottery. The Money Wrecked My Relationship With My Mom and I Got Scammed By My Best Friend.
NYSEARCA:IYW

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

$104.87
+0.22 (+0.21%)
(As of 09/22/2023 ET)
Compare
Today's Range
$104.73
$105.91
50-Day Range
$104.48
$113.61
52-Week Range
$69.49
$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%

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

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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Skip Chart & View Institutional Buying and Selling Data

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
9/21/2023Baystate Wealth Management LLC27,929$3.04M0.2%+7.7%0.027%
9/12/2023Farther Finance Advisors LLC36,747$4M0.9%+31.5%0.036%
9/8/2023Tucker Asset Management LLC317$35K0.0%+286.6%0.000%
9/7/2023Scarborough Advisors LLC100,752$10.97M2.6%+14.7%0.098%
8/30/2023Western Wealth Management LLC5,970$0.65M0.1%+12.2%0.006%
8/24/2023Invictus Private Wealth LLC6,445$0.70M0.1%-3.0%0.006%
8/23/2023TNF LLC58,511$6.37M2.8%+1.3%0.057%
8/21/2023Osaic Holdings Inc.1,866,187$203.15M0.4%-6.6%1.814%
8/17/2023Orion Portfolio Solutions LLC85,310$9.29M0.1%+30.8%0.083%
8/17/2023Coppell Advisory Solutions LLC367$39K0.0%N/A0.000%
8/17/2023Howard Capital Management Group LLC213,155$23.21M2.2%+0.3%0.207%
8/16/2023Resources Management Corp CT ADV1,670$0.18M0.0%+1,639.6%0.002%
8/16/2023CreativeOne Wealth LLC199,171$21.68M1.0%+3.4%0.194%
8/15/2023Equitable Holdings Inc.9,577$1.04M0.0%+48.6%0.009%
8/15/2023High Falls Advisors Inc111,524$12.14M3.5%-2.1%0.108%
8/15/2023Imprint Wealth LLC256,964$25.70M0.1%+10,928.5%0.250%
8/15/2023Wells Fargo & Company MN1,361,643$148.24M0.0%+11.4%1.324%
8/15/2023Girard Partners LTD.5,505$0.60M0.1%-2.8%0.005%
8/15/2023Cornerstone Planning Group LLC3,498$0.38M0.2%N/A0.003%
8/15/2023Moneta Group Investment Advisors LLC1,977$0.22M0.0%N/A0.002%
8/15/2023Integrated Wealth Concepts LLC166,133$18.09M0.3%+4.5%0.162%
8/15/2023Raymond James Trust N.A.14,126$1.54M0.0%+1.9%0.014%
8/15/2023Benjamin F. Edwards & Company Inc.12,695$1.38M0.1%-1.5%0.012%
8/15/2023IHT Wealth Management LLC22,925$2.50M0.1%-0.9%0.022%
8/15/2023Centaurus Financial Inc.9,336$1.02M0.1%-38.8%0.009%
8/15/2023WMS Partners LLC2,341$0.26M0.0%-14.6%0.002%
8/15/2023Goldman Sachs Group Inc.198,798$21.64M0.0%+47.0%0.193%
8/15/2023Wealthsource Partners LLC309,980$33.75M2.2%-3.0%0.301%
8/15/2023Gries Financial LLC89,684$9.76M2.7%+9.5%0.087%
8/15/2023Laurel Wealth Advisors LLC20,982$2.28M0.5%-1.2%0.020%
8/15/2023First National Bank of Omaha2,350$0.26M0.0%-5.1%0.002%
8/15/2023Harbour Investments Inc.28,065$3.06M0.2%-1.7%0.027%
8/15/2023Captrust Financial Advisors400,088$43.56M0.2%+704.9%0.389%
8/15/2023Tyler Stone Wealth Management689$75K0.0%N/A0.001%
8/15/2023Royal Bank of Canada861,404$93.78M0.0%+5.3%0.838%
8/15/2023Rockefeller Capital Management L.P.107,728$11.73M0.0%+6.7%0.105%
8/15/2023Stifel Financial Corp363,393$39.56M0.1%-1.3%0.353%
8/15/2023Gray Wealth Management Inc.1,999$0.22M0.1%N/A0.002%
8/15/2023Hilltop Holdings Inc.3,570$0.39M0.0%+10.2%0.003%
8/15/2023Balentine LLC403$44K0.0%N/A0.000%
8/15/2023Beacon Pointe Advisors LLC1,912$0.21M0.0%-91.4%0.002%
8/15/2023Cadence Bank1,930$0.21M0.0%N/A0.002%
8/14/2023New Republic Capital LLC2,096$0.23M0.2%N/A0.002%
8/14/2023Mercer Global Advisors Inc. ADV98,087$10.68M0.0%+41.1%0.095%
8/14/2023Client 1ST Advisory Group LLC15,009$1.63M0.9%+1.7%0.015%
8/14/2023Orion Portfolio Solutions LLC15,205$9.29M0.1%-76.7%0.015%
8/14/2023Keebeck Wealth Management LLC60,129$6.55M0.9%+41.2%0.058%
8/14/2023Gallagher Fiduciary Advisors LLC12,113$1.32M0.1%+6.8%0.012%
8/14/2023Stephens Inc. AR20,735$2.26M0.0%-8.5%0.020%
8/14/2023United Capital Financial Advisers LLC327,739$35.68M0.2%-17.0%0.319%
8/14/2023Sowell Financial Services LLC27,937$3.04M0.2%+225.9%0.027%
8/14/2023Redwood Financial Network Corp2,760$0.30M0.3%-3.3%0.003%
8/14/2023IFP Advisors Inc21,957$2.39M0.1%+20.3%0.021%
8/14/2023Resurgent Financial Advisors LLC1,814$0.20M0.1%+14.4%0.002%
8/14/2023Apexium Financial LP199,933$21.77M1.9%+4.7%0.194%
8/14/2023Perennial Investment Advisors LLC37,461$4.08M0.7%+15.9%0.036%
8/14/2023MML Investors Services LLC981,690$106.88M0.6%+12.1%0.954%
8/14/2023Boston Family Office LLC10,100$1.10M0.1%-6.5%0.010%
8/14/2023Bleakley Financial Group LLC78,182$8.51M0.3%-6.0%0.076%
8/14/2023Graves Light Lenhart Wealth Inc.11,730$1.28M0.2%-5.9%0.011%
8/14/2023Swmg LLC41,337$4.50M2.4%+4.4%0.040%
8/14/2023Snowden Capital Advisors LLC48,940$5.33M0.2%+17.8%0.048%
8/14/2023Thrivent Financial for Lutherans49,586$5.33M0.0%+1.9%0.048%
8/14/2023Hillman Capital Management Inc.2,250$0.25M0.1%N/A0.002%
8/14/2023Cerity Partners LLC19,904$2.17M0.0%+7.1%0.019%
8/14/2023Glenview Trust Co14,319$1.56M0.0%-18.0%0.014%
8/14/20231832 Asset Management L.P.6,134$0.67M0.0%-12.3%0.006%
8/11/2023Robertson Stephens Wealth Management LLC15,850$1.73M0.1%+17.1%0.015%
8/11/2023Regal Investment Advisors LLC45,772$4.98M0.4%+1.1%0.045%
8/11/2023Cibc World Market Inc.29,963$3.26M0.0%-3.0%0.029%
8/11/2023Baird Financial Group Inc.45,405$4.94M0.0%+24.4%0.044%
8/11/2023Credit Suisse AG5,159$0.56M0.0%-44.7%0.005%
8/11/2023Security Financial Services INC.100,011$10.89M3.1%-0.3%0.097%
8/11/2023BlackRock Inc.2,591,843$282.17M0.0%+0.2%2.520%
8/11/2023Harvest Investment Services LLC4,181$0.46M0.3%N/A0.004%
8/11/2023Visionary Wealth Advisors12,617$1.37M0.1%-34.6%0.012%
8/11/2023Kestra Advisory Services LLC84,592$9.21M0.1%-10.1%0.082%
8/11/2023The Manufacturers Life Insurance Company 16,800$1.83M0.0%N/A0.016%
8/11/2023Hsbc Holdings PLC30,709$3.34M0.0%-1.2%0.030%
8/11/2023Huntington National Bank57,021$6.21M0.1%-1.8%0.055%
8/11/2023Franklin Resources Inc.7,644$0.83M0.0%-54.6%0.007%
8/11/2023TRUE Private Wealth Advisors39,292$4.28M0.6%+182.8%0.038%
8/11/2023Copperleaf Capital LLC16,934$1.84M1.7%+35.4%0.016%
8/11/2023D.A. Davidson & CO.6,620$0.72M0.0%+1.5%0.006%
8/11/2023JPMorgan Chase & Co.2,360,323$256.97M0.0%+16.8%2.295%
8/11/2023PNC Financial Services Group Inc.451,671$49.17M0.0%-3.9%0.439%
8/11/2023Northern Trust Corp42,602$4.64M0.0%+19.8%0.041%
8/11/2023Stone House Investment Management LLC69,221$7.54M2.7%+5.1%0.067%
8/10/2023Osaic Holdings Inc.1,872,659$203.14M0.4%-6.3%1.821%
8/10/2023EWA LLC2,080$0.23M0.2%N/A0.002%
8/10/2023GeoWealth Management LLC12,177$1.33M0.1%+4.8%0.012%
8/10/2023Edgestream Partners L.P.1,853$0.20M0.0%N/A0.002%
8/10/2023Commonwealth Equity Services LLC639,240$69.59M0.1%+8.9%0.622%
8/10/2023Johnson Investment Counsel Inc.45,793$4.99M0.1%-3.4%0.045%
8/10/2023Cary Street Partners Asset Management LLC64,900$7.07M1.3%-0.6%0.063%
8/10/2023Alterna Wealth Management Inc.9,605$1.05M1.2%+130.4%0.009%
8/10/2023Trustmark National Bank Trust Department40,706$4.43M0.4%N/A0.040%
8/10/2023Cary Street Partners Investment Advisory LLC36,187$3.94M0.3%+1.6%0.035%
8/10/2023HC Advisors LLC48,526$5.28M3.1%-19.4%0.047%
8/10/2023Russell Investments Group Ltd.871$95K0.0%-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.


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

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