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

iShares U.S. Technology ETF logo
$240.38 -2.90 (-1.19%)
As of 09:37 AM Eastern
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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)
720
Total
Institutional Inflows
(last 12 months)
$2.38B
Number of
Institutional Sellers
(last 12 months)
700
Total
Institutional Outflows
(last 12 months)
$5.21B
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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
7/10/2026 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%
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$22.50M9.4%-0.9%0.089%
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%
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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 CT 841$212K0.1%N/A0.001%
6/30/2026VectorGlobal IAG Inc.1,701$309K0.1%N/A0.002%
6/16/2026Steelhead Wealth Management LLC11,348$2.06M1.0%N/A0.012%
6/12/2026S&A Financial Services Inc.29,058$5.27M3.6%N/A0.030%
6/9/2026Rathbones Group PLC23,746$4.31M0.0%-5.6%0.024%
6/3/2026Parallel Advisors LLC24,926$4.52M0.1%-1.1%0.025%
6/3/2026NewEdge Advisors LLC182,775$33.16M0.1%-0.1%0.186%
6/1/2026Concorde 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%
5/29/2026Asset Dedication LLC4,187$760K0.1%+1.6%0.004%
5/28/2026Blue 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%
5/26/2026Glenmede Trust Co. NA6,796$1.23M0.0%-5.2%0.007%
5/22/2026Verus Capital Partners LLC2,788$506K0.0%-54.5%0.003%
5/21/2026GKV Capital Management Co. Inc.1,462$265K0.1%+3.2%0.001%
5/21/2026BankChampaign National Association400$73K0.1%N/A0.000%
5/19/2026Western Wealth Management LLC17,175$3.12M0.1%+26.0%0.017%
5/19/2026Cornerstone Wealth LLC TN2,580$468K0.3%N/A0.003%
5/19/2026Bank of America Corp DE3,409,351$618.52M0.0%-4.3%3.467%
5/19/2026Centaurus Financial Inc.12,149$2.20M0.1%-12.3%0.012%
5/19/2026Ashton Thomas Securities LLC6,069$1.10M0.1%N/A0.006%
5/19/2026Arkadios Wealth Advisors20,954$3.80M0.1%-21.2%0.021%
5/18/2026Sunbelt Securities Inc.21,691$3.94M0.2%-1.2%0.022%
5/18/2026Amundi17,327$3.14M0.0%-7.1%0.018%
5/18/2026EverSource Wealth Advisors LLC4,382$795K0.0%+21.7%0.004%
5/18/2026Royal Bank of Canada892,561$161.93M0.0%-6.8%0.908%
5/18/2026Empowered Funds LLC6,769$1.23M0.0%+28.2%0.007%
5/16/2026Quantinno Capital Management LP52,482$9.52M0.0%+91.2%0.053%
5/15/2026Bradley Foster & Sargent Inc. CT3,168$575K0.0%-2.5%0.003%
5/15/2026Waverly Advisors LLC14,754$2.68M0.0%-3.6%0.015%
5/15/2026Wealth Alliance LLC15,969$2.90M0.3%-19.4%0.016%
5/15/2026St. Louis Trust Co1,290$234K0.0%N/A0.001%
5/14/2026Hilltop Holdings Inc.2,690$488K0.0%-36.5%0.003%
5/14/2026Compound Planning Inc.138,883$25.20M0.8%+3.9%0.141%
5/14/2026Modern Wealth Management LLC7,844$1.45M0.0%-12.2%0.008%
5/14/2026Keebeck Wealth Management39,071$7.09M0.8%-7.8%0.040%
5/14/2026Sei Investments Co.3,710$673K0.0%N/A0.004%
5/14/2026Lido Advisors LLC56,922$10.33M0.0%-7.2%0.058%
5/13/2026Cetera Investment Advisers509,382$92.41M0.1%-10.2%0.518%
5/13/2026Parker Investment Management LLC204,533$37.11M5.6%-18.3%0.208%
5/13/2026Wealthspire Retirement LLC10,063$1.83M0.1%-0.7%0.010%
5/13/2026NewEdge Wealth LLC8,007$1.45M0.0%+167.3%0.008%
5/13/2026 First Citizens Bank & Trust Co.6,954$1.26M0.0%-10.5%0.007%
5/12/2026CacheTech Inc.15,612$2.83M0.5%+8.8%0.016%
5/8/2026PNC Financial Services Group Inc.366,500$66.49M0.0%-1.4%0.373%
5/8/2026Glenview Trust Co15,060$2.73M0.0%-12.0%0.015%
5/8/2026DUTCH ASSET Corp1,113$202K0.1%-15.2%0.001%
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5/8/2026 One Charles Private Wealth Services LLC1,883$342K0.1%-10.3%0.002%
5/8/2026Cassaday & Co Wealth Management LLC5,620$1.02M0.0%-6.2%0.006%
5/7/2026Earned Wealth Advisors LLC11,301$2.05M0.1%N/A0.011%
5/7/2026 Commonwealth Financial Services LLC15,566$2.82M0.4%-54.1%0.016%
5/7/2026 Scarborough Advisors LLC2,613$474K0.1%N/A0.003%
5/7/2026Parallel Advisors LLC24,926$4.52M0.1%-1.1%0.025%
5/7/2026Ironwood Investment Counsel LLC1,402$254K0.0%-4.9%0.001%
5/7/2026True North Advisors LLC2,420$439K0.1%N/A0.002%
5/7/2026 Vision Retirement LLC2,163$392K0.1%-39.3%0.002%
5/7/2026 World Equity Group Inc.3,269$593K0.2%+14.6%0.003%


IYW Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,374 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 1,145 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), Hsbc Holdings PLC ($1.74M), Raymond James Financial Inc. ($1.70M), JPMorgan Chase & Co. ($1.35M), LPL Financial LLC ($1.32M), and The Manufacturers Life Insurance Company ($1.14M).

Institutional investors have bought a total of 12,856,782 shares in the last 24 months. This purchase volume represents approximately $2.38B in transactions.

Of the 700 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. ($7.81M), Laurel Wealth Advisors LLC ($3.67M), CWM LLC ($919.89K), Envestnet Portfolio Solutions Inc. ($854.86K), Royal Bank of Canada ($718.61K), Park Avenue Securities LLC ($698.49K), and Parker Investment Management LLC ($496.18K).

Institutional investors have sold a total of 26,998,665 shares in the last 24 months. This volume of shares sold represents approximately $5.21B in transactions.


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This page (NYSEARCA:IYW) was last updated on 7/23/2026 by MarketBeat.com Staff.
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