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

iShares U.S. Technology ETF logo
$175.51 +2.30 (+1.33%)
As of 07/3/2025 05:00 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)
741
Total
Institutional Inflows
(last 12 months)
$3.14B
Number of
Institutional Sellers
(last 12 months)
585
Total
Institutional Outflows
(last 12 months)
$1.63B
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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
7/3/2025 TrueWealth Advisors LLC4,087$708K0.2%-2.2%0.003%
7/2/2025 Dentgroup LLC2,649$459K0.3%-20.0%0.002%
7/2/2025 Central Pacific Bank Trust Division46,893$8.13M1.0%+25.1%0.038%
7/1/2025 Park National Corp OH5,940$1.03M0.0%-1.8%0.005%
7/1/2025 Harbor Investment Advisory LLC6,178$1.07M0.1%+34.0%0.005%
7/1/2025 Private Client Services LLC4,207$729K0.3%+11.6%0.003%
7/1/2025 Bush Investment Group LLC6,979$1.21M0.8%-16.5%0.006%
6/4/2025 First Hawaiian Bank27,085$3.80M0.2%+60.4%0.022%
6/3/2025Invst LLC30,067$4.22M0.6%-41.0%0.024%
6/2/2025Modern Wealth Management LLC80,590$11.32M0.4%+11.4%0.064%
5/29/2025Nova Wealth Management Inc.10,936$1.54M1.3%+9.3%0.009%
5/29/2025Apeiron RIA LLC20,625$2.90M0.9%-19.9%0.016%
5/28/2025Intrua Financial LLC3,327$467K0.1%-18.9%0.003%
5/27/2025Carderock Capital Management Inc.2,875$404K0.1%-4.2%0.002%
5/22/2025Rollins Financial Advisors LLC67,068$9.42M1.6%-4.9%0.053%
5/22/2025Kilter Group LLC33,901$4.76M3.1%+3.2%0.027%
5/21/2025Westbourne Investments Inc.12,010$1.69M1.0%-2.0%0.010%
5/21/2025Schmidt P J Investment Management Inc.33,438$4.70M0.9%+2.5%0.027%
5/20/2025Belpointe Asset Management LLC9,823$1.38M0.1%N/A0.008%
5/20/2025Focus Partners Wealth15,215$2.14M0.0%+11.9%0.012%
5/20/2025Integrity Alliance LLC.114,697$16.11M0.6%+46.2%0.091%
5/20/2025Glenview Trust co16,211$2.28M0.0%-34.2%0.013%
5/19/2025Advisory Alpha LLC8,342$1.17M0.0%-1.9%0.007%
5/19/2025Client 1ST Advisory Group LLC14,495$2.04M0.8%+6.3%0.011%
5/19/2025SCS Capital Management LLC2,385$335K0.0%N/A0.002%
5/16/2025Prostatis Group LLC26,320$3.70M1.2%-49.7%0.021%
5/16/2025Semmax Financial Advisors Inc.3,028$449K0.1%+4.6%0.002%
5/16/2025Ascent Group LLC158,880$22.31M1.0%+251.7%0.126%
5/16/2025Arete Wealth Advisors LLC5,045$708K0.1%+20.3%0.004%
5/16/2025Signature Estate & Investment Advisors LLC2,618$368K0.0%+101.5%0.002%
5/16/2025Ashton Thomas Private Wealth LLC322,863$45.34M1.7%+597.9%0.256%
5/16/2025Goldman Sachs Group Inc.584,484$82.09M0.0%+0.2%0.474%
5/16/2025Jones Financial Companies Lllp59,576$8.37M0.0%-42.1%0.047%
5/16/2025Redwood Financial Network Corp9,931$1.40M1.1%+27.8%0.008%
5/16/2025Pinnacle Family Advisors LLC2,063$290K0.2%+19.2%0.002%
5/16/2025NewEdge Advisors LLC575,669$80.85M0.5%+9.3%0.457%
5/16/2025Integrated Wealth Concepts LLC120,996$16.99M0.2%+3.8%0.096%
5/16/2025Clark Capital Management Group Inc.2,247$316K0.0%+9.7%0.002%
5/16/2025Concorde Asset Management LLC13,655$1.90M1.0%+4.7%0.011%
5/16/2025Copperleaf Capital LLC11,401$1.60M1.0%+6.6%0.009%
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5/16/2025Beaird Harris Wealth Management LLC2,505$352K0.0%-6.0%0.002%
5/16/2025AQR Capital Management LLC10,066$1.41M0.0%+58.1%0.008%
5/16/2025AlTi Global Inc.5,807$816K0.0%-15.2%0.005%
5/16/2025Ancora Advisors LLC32,669$4.59M0.1%+15.3%0.026%
5/16/2025Aprio Wealth Management LLC7,623$1.07M0.1%+35.5%0.006%
5/15/2025Promethium Advisors LLC16,535$2.32M1.5%-2.0%0.013%
5/15/2025Federation des caisses Desjardins du Quebec41,371$5.81M0.0%-4.0%0.033%
5/15/2025EP Wealth Advisors LLC16,739$2.35M0.0%-5.5%0.013%
5/15/2025Focus Partners Advisor Solutions LLC3,546$498K0.0%+54.2%0.003%
5/15/2025One Wealth Capital Management LLC18,906$2.66M1.4%-0.6%0.015%
5/15/2025Ameriflex Group Inc.6,669$937K0.4%+66.4%0.005%
5/15/2025Flputnam Investment Management Co.3,313$465K0.0%+7.8%0.003%
5/15/2025Royal Bank of Canada1,043,316$146.52M0.0%-2.7%0.828%
5/15/2025MAI Capital Management56,373$7.92M0.1%-2.9%0.045%
5/15/2025Connecticut Wealth Management LLC18,232$2.56M0.1%-3.0%0.014%
5/15/2025Baird Financial Group Inc.44,557$6.26M0.0%+6.4%0.035%
5/15/2025OLD Mission Capital LLC11,911$1.67M0.0%N/A0.009%
5/15/2025The Manufacturers Life Insurance Company 1,021,938$143.52M0.1%+113.3%0.811%
5/15/2025Vermillion & White Wealth Management Group LLC328$46K0.0%-88.6%0.000%
5/15/2025Trexquant Investment LP1,603$225K0.0%-11.4%0.001%
5/15/2025D L Carlson Investment Group Inc.2,870$403K0.1%-5.1%0.002%
5/14/2025Triad Wealth Partners LLC32,024$4.50M1.4%+19.4%0.025%
5/14/2025CreativeOne Wealth LLC134,005$18.82M0.6%-0.8%0.106%
5/14/2025Quadcap Wealth Management LLC1,908$268K0.0%-8.3%0.002%
5/14/2025Redwood Investment Management LLC7,851$1.10M0.1%+3.2%0.006%
5/14/2025Samalin Investment Counsel LLC2,977$418K0.2%-5.0%0.002%
5/14/2025WCG Wealth Advisors LLC48,103$6.76M0.5%-4.2%0.038%
5/14/2025NCM Capital Management LLC10,224$1.44M0.6%+9.2%0.008%
5/14/2025Full Sail Capital LLC5,740$806K0.1%-7.4%0.005%
5/14/2025Apexium Financial LP200,929$28.22M1.7%-2.9%0.159%
5/14/2025Kayne Anderson Rudnick Investment Management LLC20,073$2.82M0.0%-27.5%0.016%
5/14/2025Comerica Bank50,349$7.07M0.0%-8.1%0.040%
5/14/2025Freedom Investment Management Inc.2,835$398K0.0%+110.2%0.002%
5/14/2025Synovus Financial Corp4,683$658K0.0%-2.2%0.004%
5/14/2025Smartleaf Asset Management LLC22,727$3.20M0.3%+10.6%0.018%
5/14/2025Westwood Wealth Management10,075$1.42M0.6%-14.1%0.008%
5/14/2025Biondo Investment Advisors LLC3,685$518K0.1%-7.9%0.003%
5/14/2025Northwestern Mutual Wealth Management Co.316,672$44.47M0.0%+16.2%0.251%
5/14/2025Sax Wealth Advisors LLC3,633$510K0.0%+2.7%0.003%
5/14/2025Kestra Advisory Services LLC362,246$50.87M0.2%+3.1%0.287%
5/14/20251832 Asset Management L.P.10,188$1.43M0.0%-60.4%0.008%
5/14/2025Compound Planning Inc.114,734$16.11M0.7%+11.6%0.091%
5/14/2025Barnes Wealth Management Group Inc11,081$1.56M1.0%+3.7%0.009%
5/14/2025Ameriprise Financial Inc.1,129,480$158.54M0.0%-5.8%0.896%
5/14/2025Guidance Point Advisors LLC2,047$288K0.1%+8.2%0.002%
5/14/2025CW Advisors LLC318,535$44.74M0.5%-3.7%0.253%
5/14/2025Summit Financial LLC2,909$409K0.0%+84.2%0.002%
5/14/2025Partners Capital Investment Group LLP105,813$14.86M0.3%+19.1%0.084%
5/14/2025Accredited Wealth Management LLC237$33K0.0%N/A0.000%
5/14/2025Elevate Wealth Advisory Inc.545$77K0.1%N/A0.000%
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5/14/2025PGIM Custom Harvest LLC4,528,761$636.02M15.2%+4.4%3.593%
5/14/2025Capital Analysts LLC19,664$2.76M0.1%+10.5%0.016%
5/14/2025Tradition Wealth Management LLC21,903$3.08M0.3%+2.3%0.017%
5/14/2025Vertex Planning Partners LLC15,868$2.23M0.5%+7.4%0.013%
5/14/2025Venture Visionary Partners LLC2,008$282K0.0%-50.0%0.002%
5/14/2025JT Stratford LLC4,463$627K0.1%+46.8%0.004%
5/14/2025Hsbc Holdings PLC763,350$107.21M0.1%+0.0%0.606%
5/14/2025HC Advisors LLC84,182$11.82M8.9%+11.5%0.067%
5/13/2025Aptus Capital Advisors LLC8,462$1.19M0.0%+35.3%0.007%
5/13/2025Freestone Capital Holdings LLC11,475$1.61M0.1%+9.6%0.009%
(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, 1,176 institutional investors and hedge funds held shares of iShares U.S. Technology ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.42B), LPL Financial LLC ($749.35M), Bank of America Corp DE ($685.54M), PGIM Custom Harvest LLC ($636.02M), Morgan Stanley ($597.45M), JPMorgan Chase & Co. ($469.72M), and UBS Group AG ($261.41M).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 983 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), Envestnet Asset Management Inc. ($3.44M), The Manufacturers Life Insurance Company ($1.70M), 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 20,664,670 shares in the last 24 months. This purchase volume represents approximately $3.14B in transactions.

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

Of the 585 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 ($3.17M), Parker Investment Management LLC ($764.36K), Envestnet Asset Management Inc. ($614.14K), Envestnet Portfolio Solutions Inc. ($345.70K), JPMorgan Chase & Co. ($281.85K), Liberty Wealth Management LLC ($260.11K), and Royal Bank of Canada ($206.29K).

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

Institutional investors have sold a total of 10,600,039 shares in the last 24 months. This volume of shares sold represents approximately $1.63B in transactions.


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