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

iShares U.S. Technology ETF logo
$131.33 -0.80 (-0.61%)
Closing price 04/17/2025 04:10 PM Eastern
Extended Trading
$131.50 +0.17 (+0.13%)
As of 04/17/2025 06:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
702
Total
Institutional Inflows
(last 12 months)
$3.11B
Number of
Institutional Sellers
(last 12 months)
540
Total
Institutional Outflows
(last 12 months)
$1.54B
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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
4/18/2025 Lion Street Advisors LLC2,411$339K0.1%+13.7%0.002%
4/18/2025 Cornerstone Wealth Management LLC7,096$997K0.1%+51.5%0.006%
4/18/2025 Shepherd Financial Partners LLC88,240$12.39M1.5%N/A0.071%
4/18/2025 Market Street Wealth Management Advisors LLC11,974$1.68M0.3%-8.6%0.010%
4/18/2025 Optivise Advisory Services LLC5,395$758K0.4%-12.5%0.004%
4/18/2025 Tennessee Valley Asset Management Partners11,561$1.62M0.3%+10.0%0.009%
4/18/2025 Global Trust Asset Management LLC375$53K0.0%-76.0%0.000%
4/18/2025 Financial Freedom LLC27,307$3.84M2.2%-5.2%0.022%
4/17/2025 Robertson Stephens Wealth Management LLC14,425$2.03M0.1%+3.2%0.012%
4/17/2025 BCU Wealth Advisors LLC6,228$875K0.5%+19.2%0.005%
4/17/2025 QRG Capital Management Inc.3,749$527K0.0%-20.2%0.003%
4/17/2025 Avid Wealth Partners LLC33,513$4.71M3.2%+11.4%0.027%
4/17/2025 Sagespring Wealth Partners LLC556,840$78.20M0.8%-1.6%0.447%
4/17/2025 Variant Private Wealth LLC38,973$5.47M5.9%-4.5%0.031%
4/17/2025 Sowell Financial Services LLC15,034$2.11M0.1%-33.4%0.012%
4/17/2025 Montecito Bank & Trust28,151$3.95M0.7%-0.7%0.023%
4/17/2025 Janney Montgomery Scott LLC620,840$87.19M0.2%+2.2%0.498%
4/17/2025 Mission Wealth Management LP4,581$643K0.0%+2.1%0.004%
4/17/2025 Cyndeo Wealth Partners LLC12,419$1.74M0.1%-0.7%0.010%
4/17/2025 Stillwater Capital Advisors LLC112,020$15.73M2.2%+2.1%0.090%
4/17/2025 Keystone Wealth Services LLC14,004$1.97M0.5%-6.4%0.011%
4/17/2025 Acropolis Investment Management LLC20,903$2.94M0.2%-2.6%0.017%
4/17/2025 RHS Financial LLC3,848$540K0.3%-40.6%0.003%
4/17/2025 Stanich Group LLC7,528$1.06M0.8%+2.1%0.006%
4/17/2025 Sound Income Strategies LLC2,754$387K0.0%-9.2%0.002%
4/17/2025 Dynamic Advisor Solutions LLC19,073$2.68M0.1%+4.4%0.015%
4/17/2025 Dohj LLC7,598$1.07M0.2%-6.6%0.006%
4/16/2025 Everpar Advisors LLC2,355$331K0.2%+21.4%0.002%
4/16/2025 Hoey Investments Inc.190$27K0.0%N/A0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC143,291$20.12M0.0%+12.4%0.115%
4/16/2025 Tritonpoint Wealth LLC108,746$15.27M1.5%-3.0%0.087%
4/16/2025 Stock Yards Bank & Trust Co.13,176$1.85M0.1%-0.8%0.011%
4/16/2025 Jackson Square Capital LLC2,044$287K0.1%+22.0%0.002%
4/16/2025 CVA Family Office LLC1,915$269K0.0%-24.2%0.002%
4/16/2025 Elevation Point Wealth Partners LLC14,911$2.09M0.2%+2.9%0.012%
4/16/2025 Howard Capital Management Group LLC196,742$27.63M2.2%-3.8%0.158%
4/16/2025 Twin Peaks Wealth Advisors LLC13,794$1.89M0.9%+15.8%0.011%
4/16/2025 Bensler LLC2,773$389K0.0%+11.7%0.002%
4/16/2025 Smithbridge Asset Management Inc. DE2,115$297K0.1%N/A0.002%
4/16/2025 Dodds Wealth LLC4,000$562K0.2%+137.0%0.003%
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4/16/2025 Rockland Trust Co.1,835$258K0.0%-5.1%0.001%
4/16/2025 Ballew Advisors Inc12,068$1.64M1.1%-2.3%0.010%
4/16/2025 Fort Washington Investment Advisors Inc. OH14,823$2.08M0.0%-3.4%0.012%
4/16/2025 Ferguson Wellman Capital Management Inc.26,268$3.69M0.1%-4.7%0.021%
4/15/2025 Kelly Financial Services LLC54,407$7.64M2.7%+3.0%0.044%
4/15/2025 First United Bank & Trust16,888$2.37M0.9%-3.4%0.014%
4/15/2025 GPS Wealth Strategies Group LLC4,584$644K0.1%+2.1%0.004%
4/15/2025 Fifth Third Bancorp2,685$377K0.0%+7.3%0.002%
4/15/2025 Two West Capital Advisors LLC2,260$307K0.3%+35.5%0.002%
4/15/2025 Simon Quick Advisors LLC4,481$629K0.0%+9.0%0.004%
4/15/2025 Axecap Investments LLC5,639$792K0.7%-20.0%0.005%
4/15/2025 Zhang Financial LLC6,347$891K0.0%N/A0.005%
4/15/2025 Capital Advisory Group Advisory Services LLC18,559$2.61M1.0%-2.6%0.015%
4/15/2025 Laurel Wealth Advisors LLC19,782$2.78M0.4%+3.1%0.016%
4/15/2025 Transform Wealth LLC5,602$787K0.0%-4.3%0.004%
4/15/2025 Focus Financial Network Inc.48,501$6.81M0.3%+13.7%0.039%
4/15/2025 My Legacy Advisors LLC14,479$2.03M0.8%-0.9%0.012%
4/15/2025 Strategic Equity Management16,774$2.36M1.0%+7.2%0.013%
4/15/2025 CX Institutional7,218$1.01M0.0%-14.9%0.006%
4/15/2025 MV Capital Management Inc.2,000$281K0.0%-43.7%0.002%
4/15/2025 Collier Financial447$63K0.1%-97.2%0.000%
4/15/2025 Parsons Capital Management Inc. RI17,747$2.49M0.1%-1.7%0.014%
4/15/2025 Ibex Wealth Advisors12,765$1.79M0.2%-3.3%0.010%
4/15/2025 Accurate Wealth Management LLC2,319$315K0.1%-22.9%0.002%
4/15/2025 Simplicity Wealth LLC12,990$1.82M0.1%N/A0.010%
4/15/2025 Wealthcare Advisory Partners LLC5,739$806K0.0%-12.2%0.005%
4/15/2025 Signet Financial Management LLC8,646$1.21M0.2%N/A0.007%
4/14/2025 Investment Advisory Group LLC7,738$1.09M0.4%+3.0%0.006%
4/14/2025 Pallas Capital Advisors LLC6,459$907K0.0%-2.4%0.005%
4/14/2025 Farther Finance Advisors LLC103,219$14.64M0.4%+6.1%0.083%
4/14/2025 Courier Capital LLC5,430$763K0.0%+23.4%0.004%
4/14/2025 Outlook Wealth Advisors LLC12,436$1.75M0.5%+25.2%0.010%
4/14/2025 Capital Investment Advisors LLC112,873$15.85M0.3%-2.7%0.091%
4/14/2025 Central Bank & Trust Co.2,424$340K0.1%N/A0.002%
4/14/2025 Lloyd Advisory Services LLC.1,714$241K0.1%-8.8%0.001%
4/14/2025 Park Avenue Securities LLC966,309$135.71M1.7%+3.7%0.775%
4/14/2025 SOA Wealth Advisors LLC.1,873$263K0.0%-25.3%0.002%
4/14/2025 Dentgroup LLC3,311$465K0.3%-5.0%0.003%
4/14/2025 Patriot Financial Group Insurance Agency LLC14,274$2.01M0.3%+4.1%0.011%
4/14/2025 Revolve Wealth Partners LLC1,830$257K0.0%-7.2%0.001%
4/14/2025 Charter Oak Capital Management LLC9,335$1.31M0.1%-5.0%0.007%
4/14/2025 FFG Retirement Advisors LLC12,039$1.69M1.2%-17.4%0.010%
4/14/2025 Buttonwood Financial Group LLC73,709$9.79M5.7%+3.6%0.059%
4/14/2025 ONE Advisory Partners LLC49,126$6.90M2.9%+4.3%0.039%
4/11/2025 Perkins Coie Trust Co51,746$7.27M1.6%+1.6%0.041%
4/11/2025 Independence Bank of Kentucky2,306$324K0.1%-3.2%0.002%
4/11/2025 Hudson Valley Investment Advisors Inc. ADV4,495$631K0.1%-3.1%0.004%
4/11/2025 Horizon Wealth Management LLC3,202$450K0.1%-23.7%0.003%
4/11/2025 Chemistry Wealth Management LLC1,510$212K0.0%-6.4%0.001%
4/11/2025 Sovereign Financial Group Inc.6,130$861K0.2%-3.0%0.005%
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4/11/2025 SeaCrest Wealth Management LLC9,184$1.29M0.1%+2.6%0.007%
4/11/2025 MKT Advisors LLC8,089$1.14M0.5%+8.0%0.006%
4/11/2025 Unique Wealth LLC29,347$4.12M0.8%+92.9%0.024%
4/11/2025 Magnus Financial Group LLC11,877$1.67M0.2%-1.3%0.010%
4/11/2025 Safeguard Financial LLC3,599$506K0.1%N/A0.003%
4/11/2025 Signal Advisors Wealth LLC5,648$793K0.1%-10.4%0.005%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.5,008$703K0.1%+2.7%0.004%
4/10/2025 KWB Wealth44,375$6.23M0.8%+7.6%0.036%
4/10/2025 Cypress Wealth Services LLC52,507$7.37M1.5%+0.4%0.042%
4/10/2025 Maltin Wealth Management Inc.9,956$1.40M0.7%-1.3%0.008%
(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, 1,155 institutional investors and hedge funds held shares of iShares U.S. Technology ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.63B), LPL Financial LLC ($815.36M), Bank of America Corp DE ($685.54M), Morgan Stanley ($597.45M), JPMorgan Chase & Co. ($545.71M), PGIM Custom Harvest LLC ($452.40M), 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 976 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. ($7.73M), International Assets Investment Management LLC ($4.32M), LPL Financial LLC ($2.01M), 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 45,412,109 shares in the last 24 months. This purchase volume represents approximately $5.81B in transactions.

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

Of the 706 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. ($8.22M), International Assets Investment Management LLC ($3.18M), LPL Financial LLC ($1.39M), CWM LLC ($1.02M), JPMorgan Chase & Co. ($1.01M), 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 28,198,039 shares in the last 24 months. This volume of shares sold represents approximately $3.46B in transactions.



This page (NYSEARCA:IYW) was last updated on 4/19/2025 by MarketBeat.com Staff
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