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

iShares U.S. Technology ETF logo
$247.94 -3.34 (-1.33%)
As of 09/1/2026 04:10 PM Eastern
Compare

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)
599
Total
Institutional Inflows
(last 12 months)
$1.33B
Number of
Institutional Sellers
(last 12 months)
634
Total
Institutional Outflows
(last 12 months)
$4.59B
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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
8/27/2026 Corient Private Wealth LP88,630$22.36M0.0%-3.0%0.089%
8/25/2026 Advus Financial Partners LLC8,192$2.07M0.5%-28.2%0.008%
8/23/2026 Ameritas Advisory Services LLC28,600$7.21M0.1%+19.7%0.029%
8/23/2026 Endeavor Private Wealth Inc.1,333$336K0.1%-3.3%0.001%
8/23/2026 HB Wealth Management LLC16,774$4.23M0.0%-1.9%0.017%
8/23/2026 Hutchens & Kramer Investment Management Group LLC1,116$281K0.1%-14.2%0.001%
8/23/2026 Unique Wealth LLC7,741$1.95M0.2%+1.9%0.008%
8/22/2026 Rose Capital Advisors LLC1,480$373K0.2%N/A0.001%
8/22/2026 Schuylkill Financial LLC3,921$989K0.9%N/A0.004%
8/22/2026 Compass Financial Management LLC983$248K0.0%N/A0.001%
8/22/2026 Succession Financial Inc.1,000$252K0.2%N/A0.001%
8/22/2026 Maloon Powers Pitre Higgins & Dennehy LLC7,243$1.83M0.6%N/A0.007%
8/22/2026 Cassilly Financial Group LLC2,037$514K0.4%-2.7%0.002%
8/22/2026 Blalock Williams LLC919$232K0.2%N/A0.001%
8/22/2026 Three Seasons Wealth LLC42,945$10.83M1.0%+2,412.9%0.043%
8/22/2026 Investor s Fiduciary Advisor Network LLC1,340$338K0.1%-20.7%0.001%
8/22/2026 Rik Saylor Financial Inc.4,079$1.03M0.7%-1.0%0.004%
8/22/2026 TD Waterhouse Canada Inc.8,622$2.15M0.0%+24.1%0.009%
8/22/2026 Kickstand Ventures LLC.42,688$10.77M2.0%-20.9%0.043%
8/22/2026 Lakeshore Financial Planning Inc.19,141$4.83M1.6%+3.9%0.019%
8/22/2026 Concurrent Investment Advisors LLC17,110$4.32M0.0%-5.4%0.017%
8/21/2026 Montz Harcus Wealth Management LLC5,811$1.47M0.5%-35.5%0.006%
8/21/2026 Athena Investment Management960$242K0.1%N/A0.001%
8/21/2026 Continuum Advisory LLC544$137K0.0%N/A0.001%
8/21/2026 Round Rock Advisors LLC883$223K0.0%N/A0.001%
8/21/2026 InTrack Investment Management Inc983$248K0.1%-55.4%0.001%
8/21/2026 Hudson Portfolio Management LLC5,575$1.41M1.1%-8.6%0.006%
8/21/2026 Chesapeake Wealth Management2,892$729K0.2%-14.3%0.003%
8/21/2026 Bedel Financial Consulting Inc.1,091$275K0.0%N/A0.001%
8/21/2026 Acorn Wealth Advisors LLC2,057$519K0.1%-3.2%0.002%
8/21/2026 Legacy Financial Advisors Inc.2,607$658K0.1%-4.8%0.003%
8/21/2026 Financial Life Advisors24,153$6.09M1.7%-50.3%0.024%
8/20/2026 Jackson Wealth Management LLC2,666$672K0.4%-95.1%0.003%
8/20/2026 Greenleaf Trust53,619$8.51M0.1%+838.7%0.054%
8/19/2026 Navellier & Associates Inc.41,802$4.88M0.4%+791.1%0.042%
8/15/2026 First Bancorp Inc ME1,010$255K0.1%N/A0.001%
8/12/2026 Compass Financial Management LLC983$248K0.0%N/A0.001%
7/10/2026 Accel Wealth Management3,840$969K0.2%-37.1%0.004%
7/10/2026 Adirondack Capital Advisors LLC1,604$405K0.2%+24.9%0.002%
7/10/2026 Wealth Group Ltd812$205K0.0%N/A0.001%
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7/10/2026 Fulcrum Equity Management2,400$605K0.4%+23.7%0.002%
7/10/2026 Sterling Investment Advisors LLC ADV1,726$435K0.2%-9.1%0.002%
7/10/2026 Perkins Coie Trust Co52,686$13.29M2.2%-4.9%0.052%
7/10/2026 Wealthcare Advisory Partners LLC4,135$1.04M0.0%-38.7%0.004%
7/9/2026 Financial Management Professionals Inc.1,133$286K0.0%N/A0.001%
7/9/2026 Asset Advisory Group Inc.2,580$651K0.3%-4.1%0.003%
7/9/2026 World Equity Group Inc.3,386$854K0.2%+3.6%0.003%
7/9/2026 Next Level Private LLC3,111$785K0.2%-9.6%0.003%
7/9/2026 Focus Financial Network Inc.24,743$6.24M0.2%+1.1%0.025%
7/9/2026 Pettinga Financial Advisors LLC62,900$15.87M2.5%-11.0%0.063%
7/9/2026 Allied Private Wealth LLC8,538$2.09M1.3%N/A0.008%
7/9/2026 Tactive Advisors LLC5,133$1.30M0.3%+1.2%0.005%
7/9/2026 Sax Wealth Advisors LLC7,525$1.90M0.1%+1.0%0.007%
7/9/2026 Everpar Advisors LLC1,534$387K0.1%+5.5%0.002%
7/9/2026 Chemistry Wealth Management LLC875$221K0.0%N/A0.001%
7/9/2026 Worth Asset Management LLC5,996$1.51M0.5%N/A0.006%
7/8/2026 Rockland Trust Co.1,116$281K0.0%-6.0%0.001%
7/8/2026 Chesley Taft & Associates LLC8,421$2.12M0.1%-1.5%0.008%
7/8/2026 First Heartland Consultants Inc.29,777$7.51M0.5%-4.7%0.030%
7/8/2026 TrueWealth Advisors LLC3,825$965K0.2%+6.4%0.004%
7/8/2026 OFS Enterprise LLC2,100$530K0.1%+7.9%0.002%
7/8/2026 Finley Financial LLC60,556$15.27M6.1%-1.7%0.060%
7/8/2026 Praetorian Wealth Management Inc.800$202K0.0%N/A0.001%
7/8/2026 RVW Wealth LLC89,777$22.64M1.5%+1.1%0.089%
7/8/2026 Castle Rock Wealth Management LLC11,002$2.74M0.5%-2.2%0.011%
7/8/2026 Matthew Goff Investment Advisor LLC16,670$4.21M0.7%-1.4%0.017%
7/8/2026 Evanson Financial LLC1,180$298K0.0%N/A0.001%
7/7/2026 First Citizens Financial Corp89,186$22.50M9.5%-0.9%0.090%
7/7/2026 Mechanics Bank Trust Department51,874$13.08M1.6%+4.9%0.052%
7/7/2026 Dynamic Advisor Solutions LLC39,953$10.08M0.3%-8.1%0.040%
7/7/2026 Willner & Heller LLC6,372$1.61M1.0%-1.8%0.006%
7/7/2026 GAMMA Investing LLC1,896$478K0.0%-6.6%0.002%
7/7/2026 Avior Wealth Management LLC13,673$3.45M0.1%+17.3%0.014%
7/7/2026 Central Pacific Bank Trust Division36,065$9.10M0.9%+104.6%0.036%
7/7/2026 Grove Bank & Trust218$55K0.0%N/A0.000%
7/7/2026 CoreCap Advisors LLC40,859$10.31M0.3%+63.6%0.041%
7/7/2026 Pathway Financial Advisors LLC896$218K0.0%N/A0.001%
7/6/2026 Hobart Private Capital LLC1,036$261K0.0%-26.1%0.001%
7/6/2026 Private Client Services LLC4,595$1.16M0.3%-3.7%0.005%
7/2/2026 CX Institutional8,205$2.07M0.1%-0.5%0.008%
7/2/2026 First County Bank CT841$212K0.1%N/A0.001%
6/30/2026VectorGlobal IAG Inc.1,701$309K0.1%N/A0.002%
6/16/2026 Steelhead Wealth Management LLC11,348$2.06M1.0%N/A0.012%
6/12/2026 S&A Financial Services Inc.29,058$5.27M3.6%N/A0.030%
6/9/2026 Rathbones Group PLC23,746$4.31M0.0%-5.6%0.024%
6/3/2026 Parallel Advisors LLC24,926$4.52M0.1%-1.1%0.025%
6/3/2026 NewEdge Advisors LLC182,775$33.16M0.1%-0.1%0.186%
6/1/2026 Concorde Asset Management LLC11,759$2.13M1.0%-8.9%0.012%
6/1/2026 Financial Solutions Advisory Group Inc.1,970$357K0.0%N/A0.002%
5/29/2026 Asset Dedication LLC4,187$760K0.1%+1.6%0.004%
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5/28/2026 Blue Fin Capital Inc.2,524$458K0.1%+3.3%0.003%
5/27/2026 Security Financial Services INC.27,098$4.92M0.8%-3.2%0.028%
5/26/2026 Glenmede Trust Co. NA6,796$1.23M0.0%-5.2%0.007%
5/22/2026 Verus Capital Partners LLC2,788$506K0.0%-54.5%0.003%
5/21/2026 GKV Capital Management Co. Inc.1,462$265K0.1%+3.2%0.001%
5/21/2026 BankChampaign National Association400$73K0.1%N/A0.000%
5/19/2026 Western Wealth Management LLC17,175$3.12M0.1%+26.0%0.017%
5/19/2026 Cornerstone Wealth LLC TN2,580$468K0.3%N/A0.003%
5/19/2026 Bank of America Corp DE3,409,351$618.52M0.0%-4.3%3.467%
5/19/2026 Centaurus Financial Inc.12,149$2.20M0.1%-12.3%0.012%


IYW Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,357 institutional investors and hedge funds held shares of iShares U.S. Technology ETF. The most heavily invested institutionals were Morgan Stanley ($1.15B), PGIM Custom Harvest LLC ($847.52M), JPMorgan Chase & Co. ($805.37M), LPL Financial LLC ($749.35M), Bank of America Corp DE ($618.52M), Envestnet Asset Management Inc. ($453.21M), and UBS Group AG ($363.95M).Learn more on iShares U.S. Technology ETF's 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.

Of the 1,108 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: Laurel Wealth Advisors LLC ($3.67M), International Assets Investment Management LLC ($3.19M), Raymond James Financial Inc. ($1.70M), JPMorgan Chase & Co. ($1.35M), LPL Financial LLC ($1.32M), Hsbc Holdings PLC ($1.22M), and The Manufacturers Life Insurance Company ($1.13M).

Institutional investors have bought a total of 6,678,890 shares in the last 24 months. This purchase volume represents approximately $1.33B in transactions.

Of the 634 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: Envestnet Asset Management Inc. ($6.98M), Laurel Wealth Advisors LLC ($3.67M), CWM LLC ($778.57K), Royal Bank of Canada ($718.61K), Envestnet Portfolio Solutions Inc. ($700.21K), Park Avenue Securities LLC ($698.49K), and Parker Investment Management LLC ($496.18K).

Institutional investors have sold a total of 23,353,937 shares in the last 24 months. This volume of shares sold represents approximately $4.59B in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IYW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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