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

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

Number of
Institutional Buyers
(last 12 months)
587
Total
Institutional Inflows
(last 12 months)
$2.70B
Number of
Institutional Sellers
(last 12 months)
437
Total
Institutional Outflows
(last 12 months)
$1.92B
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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
4/26/2024YHB Investment Advisors Inc.558$75K0.0%N/A0.000%
4/26/2024First National Trust Co9,517$1.29M0.1%-1.4%0.008%
4/26/2024Clear Creek Financial Management LLC32,840$4.44M0.6%-10.9%0.027%
4/26/2024Terra Nova Asset Management LLC15,999$2.16M1.7%+8.0%0.013%
4/26/2024Latitude Advisors LLC2,288$309K0.2%N/A0.002%
4/26/2024Tritonpoint Wealth LLC115,332$15.58M1.5%+7.3%0.095%
4/26/2024Meridian Wealth Management LLC9,258$1.25M0.2%-4.2%0.008%
4/25/2024Cardinal Strategic Wealth Guidance31,373$4.24M1.6%-5.6%0.026%
4/25/2024W Advisors LLC14,484$1.96M1.3%+1.7%0.012%
4/25/2024Strategy Asset Managers LLC3,832$518K0.1%-4.8%0.003%
4/25/2024TNF LLC46,243$5.96M2.4%+4.3%0.038%
4/25/2024Simplex Trading LLC2,593$350K0.0%+15.5%0.002%
4/25/2024GFS Advisors LLC2,035$275K0.0%-17.5%0.002%
4/25/2024 Valeo Financial Advisors LLC3,510$452K0.0%-6.4%0.003%
4/25/2024Eudaimonia Advisors LLC7,782$1.05M0.6%+7.0%0.006%
4/25/2024Signify Wealth48,440$6.54M10.8%+10.9%0.040%
4/25/2024 Cambridge Investment Research Advisors Inc.315,190$42.57M0.2%+8.5%0.258%
4/24/2024 Patton Albertson Miller Group LLC40,642$5.49M0.8%+193.3%0.033%
4/24/2024 CENTRAL TRUST Co1,275$172K0.0%-28.3%0.001%
4/24/2024 Newbridge Financial Services Group Inc.1,637$221K0.1%+310.3%0.001%
4/24/2024 Simplicity Wealth LLC83,320$11.25M0.3%+584.5%0.068%
4/24/2024 NBT Bank N A NY797$108K0.0%-43.0%0.001%
4/24/2024 Spire Wealth Management84,966$11.48M0.5%+0.3%0.070%
4/24/2024 Midwest Heritage Bank FSB2,569$347K0.2%+25.7%0.002%
4/24/2024 Financial Freedom LLC2,567$347K0.2%N/A0.002%
4/24/2024 Essex Financial Services Inc.10,190$1.38M0.1%+35.7%0.008%
4/23/2024 Wetzel Investment Advisors Inc.4,225$543K0.3%+3.0%0.003%
4/23/2024 Charter Oak Capital Management LLC10,353$1.40M0.1%-2.0%0.008%
4/23/2024 Global Retirement Partners LLC12,524$1.69M0.1%-7.2%0.010%
4/23/2024 Twin Peaks Wealth Advisors LLC8,737$1.18M0.7%+34.0%0.007%
4/23/2024 Venturi Wealth Management LLC10,871$1.47M0.1%+14.8%0.009%
4/23/2024 Rational Advisors LLC5,478$740K0.1%N/A0.004%
4/23/2024 Gradient Investments LLC481$65K0.0%-42.5%0.000%
4/23/2024 TrueWealth Advisors LLC5,409$731K0.3%-5.3%0.004%
4/23/2024 Fifth Third Bancorp2,184$295K0.0%-17.4%0.002%
4/23/2024 Strategic Blueprint LLC75,873$10.25M0.7%+6.1%0.062%
4/23/2024 Genesee Capital Advisors LLC5,991$809K0.4%+7.6%0.005%
4/23/2024 Raymond James Financial Services Advisors Inc.882,381$119.17M0.2%+6.7%0.723%
4/23/2024 Sutton Place Investors LLC6,692$904K0.4%+44.8%0.005%
4/22/2024 PFG Investments LLC15,264$2.06M0.1%+5.1%0.013%
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4/22/2024 Bay Harbor Wealth Management LLC27,681$3.74M1.3%+24.3%0.023%
4/22/2024 Horst & Graben Wealth Management LLC94,211$12.72M2.6%-0.6%0.077%
4/22/2024 Outlook Wealth Advisors LLC7,829$1.06M0.3%+24.5%0.006%
4/22/2024 Raymond James & Associates553,635$74.77M0.1%+3.5%0.454%
4/22/2024 Aurora Private Wealth Inc.12,151$1.65M1.4%-0.9%0.010%
4/22/2024Ashton Thomas Private Wealth LLC6,588$890K0.1%-11.5%0.005%
4/22/2024 American Institute for Advanced Investment Management LLP7,263$981K0.8%-3.2%0.006%
4/20/2024 Kesler Norman & Wride LLC5,188$701K0.1%-30.4%0.004%
4/20/2024 KWB Wealth40,346$5.45M0.7%N/A0.033%
4/19/2024 Financial Perspectives Inc11,836$1.60M0.6%+0.9%0.010%
4/19/2024 Tempus Wealth Planning LLC16,509$2.23M1.0%+1.6%0.014%
4/19/2024 Wealthstar Advisors LLC9,733$1.31M0.5%-61.0%0.008%
4/19/2024 Kovack Advisors Inc.6,353$858K0.1%+16.5%0.005%
4/19/2024 Madrona Financial Services LLC25,631$3.46M1.2%+6.5%0.021%
4/19/2024 Westside Investment Management Inc.6,901$933K0.2%-2.2%0.006%
4/19/2024 United Capital Management of KS Inc.4,487$606K0.1%-10.4%0.004%
4/19/2024 Lake Street Private Wealth LLC10,063$1.36M0.2%+1.4%0.008%
4/19/2024 OMNI 360 Wealth Inc.5,540$748K0.6%+15.9%0.005%
4/19/2024 Carret Asset Management LLC10,961$1.48M0.2%-0.7%0.009%
4/18/2024 SeaCrest Wealth Management LLC6,319$853K0.1%+9.7%0.005%
4/18/2024 Saxon Interests Inc.4,930$666K0.3%+32.1%0.004%
4/18/2024 MV Capital Management Inc.4,204$568K0.1%-10.6%0.003%
4/18/2024 Sharkey Howes & Javer66,849$9.03M1.5%-5.7%0.055%
4/18/2024 Panoramic Investment Advisors LLC2,045$276K0.2%+13.1%0.002%
4/18/2024 Steele Capital Management Inc.1,526$206K0.0%N/A0.001%
4/18/2024 AlphaMark Advisors LLC12,347$1.67M0.6%-6.2%0.010%
4/18/2024 Congress Wealth Management LLC DE 336,467$45.44M0.8%-4.2%0.276%
4/18/2024 Hexagon Capital Partners LLC860$116K0.0%-36.8%0.001%
4/18/2024 Park Place Capital Corp291$39K0.0%-39.0%0.000%
4/18/2024 Cobblestone Asset Management LLC27,504$3.72M2.5%+3.8%0.023%
4/18/2024 Kowal Investment Group LLC2,664$360K0.1%-5.0%0.002%
4/18/2024 Financial Life Advisors49,083$6.63M2.8%+4.0%0.040%
4/18/2024 Diversified Trust Co7,041$951K0.0%-58.3%0.006%
4/18/2024 Fifth Third Securities Inc.42,859$5.79M0.6%-0.9%0.035%
4/18/2024 RHS Financial LLC5,175$699K0.4%+33.8%0.004%
4/18/2024 Aviance Capital Partners LLC10,304$1.39M0.2%-3.0%0.008%
4/18/2024 Pettinga Financial Advisors LLC71,480$9.65M2.5%+3.7%0.059%
4/18/2024 LVW Advisors LLC13,870$1.87M0.3%+0.6%0.011%
4/18/2024 SteelPeak Wealth LLC82,860$11.19M0.6%+18.8%0.068%
4/17/2024 Cornerstone Wealth Group LLC4,517$610K0.1%N/A0.004%
4/17/2024 Physician Wealth Advisors Inc.49,396$6.49M1.4%+14.2%0.040%
4/17/2024 Founders Financial Securities LLC30,057$4.06M0.4%-3.8%0.025%
4/17/2024 Guidance Capital Inc.3,898$511K0.2%+76.7%0.003%
4/16/2024 Occidental Asset Management LLC4,964$670K0.1%-13.0%0.004%
4/16/2024 Financial Management Professionals Inc.26,974$3.64M0.5%-8.4%0.022%
4/16/2024 Stillwater Capital Advisors LLC119,515$16.14M2.4%-2.5%0.098%
4/16/2024 Firethorn Wealth Partners LLC17,121$2.31M1.4%+6.1%0.014%
4/16/2024 Cypress Wealth Services LLC52,492$7.09M1.7%+11.1%0.043%
4/16/2024 IMZ Advisory Inc3,872$523K0.3%-21.8%0.003%
4/16/2024 Wealth Enhancement Advisory Services LLC117,558$15.88M0.0%-24.3%0.096%
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4/16/2024 Advocacy Wealth Management Services LLC140,908$19.03M1.6%+24.2%0.115%
4/15/2024 WealthCare Investment Partners LLC4,921$665K0.3%+108.6%0.004%
4/15/2024 Wealthcare Advisory Partners LLC5,056$683K0.0%+73.7%0.004%
4/15/2024 Sovereign Financial Group Inc.5,613$758K0.2%+3.4%0.005%
4/15/2024 Future Financial Wealth Managment LLC770$104K0.1%N/A0.001%
4/15/2024 Brookstone Capital Management76,476$10.33M0.2%+52.3%0.063%
4/15/2024 Elevated Capital Advisors LLC3,868$522K0.1%N/A0.003%
4/15/2024 Sunbelt Securities Inc.24,184$3.27M0.4%+1.4%0.020%
4/15/2024 Ehrlich Financial Group4,337$586K0.5%+109.3%0.004%
4/15/2024 Chemistry Wealth Management LLC1,884$254K0.1%-4.3%0.002%
(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, 917 institutional investors and hedge funds held shares of iShares U.S. Technology ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.29B), Morgan Stanley ($597.45M), PGIM Custom Harvest LLC ($452.40M), Bank of America Corp DE ($397.71M), LPL Financial LLC ($281.29M), UBS Group AG ($261.41M), and Osaic Holdings Inc. ($203.15M).Learn more on IYW's institutional investors.

Which institutional investors have been buying iShares U.S. Technology ETF stock?

Of the 765 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. ($17.37M), CFS Investment Advisory Services LLC ($4.14M), LPL Financial LLC ($2.75M), Bank of Montreal Can ($2.75M), CWM LLC ($2.12M), Park Avenue Securities LLC ($1.51M), and JPMorgan Chase & Co. ($1.50M).

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

Institutional investors have bought a total of 59,170,853 shares in the last 24 months. This purchase volume represents approximately $5.47B in transactions.

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

Of the 569 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. ($7.67M), CFS Investment Advisory Services LLC ($4.02M), Prudential Financial Inc. ($3.95M), Bank of Montreal Can ($2.63M), LPL Financial LLC ($1.39M), CWM LLC ($954.20K), and JPMorgan Chase & Co. ($818.46K).

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

Institutional investors have sold a total of 33,408,302 shares in the last 24 months. This volume of shares sold represents approximately $3.15B in transactions.


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This page (NYSEARCA:IYW) was last updated on 4/26/2024 by MarketBeat.com Staff

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