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

iShares U.S. Technology ETF logo
$243.48 -5.27 (-2.12%)
As of 04:10 PM 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)
760
Total
Institutional Inflows
(last 12 months)
$2.45B
Number of
Institutional Sellers
(last 12 months)
720
Total
Institutional Outflows
(last 12 months)
$5.27B
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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
7/2/2026CX Institutional8,205$2.07M0.1%-0.5%0.008%
7/2/2026First 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%
6/1/2026Financial 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%
5/27/2026Security 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%
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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%
5/13/2026First 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%
5/8/2026One 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%
5/7/2026Commonwealth Financial Services LLC15,566$2.82M0.4%-54.1%0.016%
5/7/2026Scarborough 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%
5/7/2026Vision Retirement LLC2,163$392K0.1%-39.3%0.002%
5/7/2026World Equity Group Inc.3,269$593K0.2%+14.6%0.003%
5/7/2026WealthTrust Asset Management LLC1,331$241K0.1%+27.1%0.001%
5/6/2026Aviance Capital Partners LLC9,217$1.67M0.2%-1.4%0.009%
5/6/2026Annis Gardner Whiting Capital Advisors LLC2,700$490K0.1%-1.8%0.003%
5/6/2026Quadrant Private Wealth Management LLC5,024$911K0.1%-41.1%0.005%
5/6/2026Bartlett & CO. Wealth Management LLC41,966$7.61M0.1%-0.8%0.043%
5/6/2026Kesler Norman & Wride LLC3,049$553K0.1%-29.5%0.003%
5/6/2026Cornerstone Planning Group LLC346$63K0.0%-83.5%0.000%
5/6/2026Gryphon Financial Partners LLC1,770$321K0.0%-5.1%0.002%
5/6/2026Assetmark Inc.149,687$27.16M0.1%+19.9%0.152%
5/6/2026Main Street Group LTD2,899$526K0.2%+101.7%0.003%
5/6/2026Bessemer Group Inc.1,823$331K0.0%-39.9%0.002%
5/6/2026Avalon Trust Co3,396$616K0.0%+64.9%0.003%
5/6/2026Gerald Baker Financial Group LLC38,544$6.99M2.4%N/A0.039%
5/6/2026Independent Financial Group LLC16,950$3.08M0.1%N/A0.017%
5/5/2026Lane Brothers & Co. Inc.4,891$887K0.6%-3.5%0.005%
5/5/2026Gallagher Capital Advisors LLC26,076$4.73M2.9%-1.9%0.027%
5/5/2026D.A. Davidson & CO.21,454$3.89M0.0%+99.0%0.022%
5/5/2026Bank of New York Mellon Corp47,504$8.62M0.0%+15.8%0.048%
5/5/2026Three Seasons Wealth LLC1,709$310K0.1%-96.5%0.002%
5/5/2026Theory Financial LLC1,328$241K0.1%-27.9%0.001%
5/5/2026IMC Chicago LLC2,449$444K0.0%N/A0.002%
5/5/2026Harmony Asset Management LLC6,583$1.19M0.4%+4.4%0.007%
5/5/2026Geneos Wealth Management Inc.22,983$4.17M0.1%+2.6%0.023%
5/5/2026NFSG Corp593$108K0.0%-50.3%0.001%
5/5/2026Sanctuary Advisors LLC231,479$42.00M0.2%+10.6%0.235%
5/5/2026Sigma Planning Corp33,024$5.99M0.2%-1.5%0.034%
5/5/2026Adell Harriman & Carpenter Inc.6,925$1.26M0.1%-7.3%0.007%
5/5/2026Wealthgarden F.S. LLC2,311$419K0.3%-2.4%0.002%
5/5/2026Nwam LLC11,769$2.14M0.1%-22.5%0.012%
5/4/2026Summit Wealth Group LLC1,501$272K0.1%+7.8%0.002%
5/4/2026Retirement Planning Group LLC3,211$582K0.0%-36.4%0.003%
5/4/2026Bleakley Financial Group LLC46,666$8.47M0.1%-3.0%0.047%
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5/4/2026Northland Securities Inc.5,355$972K0.9%-1.1%0.005%
5/4/2026Citizens National Bank Trust Department170$31K0.0%N/A0.000%
5/4/2026Uptick Partners LLC1,614$293K0.1%+41.1%0.002%
5/4/2026FPC Investment Advisory Inc.2,753$499K0.2%-21.0%0.003%
5/2/2026International Assets Investment Management LLC9,170$1.69M0.0%-2.0%0.009%
5/2/2026Associated Banc Corp1,998$362K0.0%-4.8%0.002%
5/2/2026Diversify Wealth Management LLC9,306$1.69M0.0%+46.1%0.009%
5/2/2026Valmark Advisers Inc.27,378$4.97M0.1%+10.3%0.028%
5/2/2026Carnegie Investment Counsel27,433$4.98M0.1%-4.2%0.028%
5/2/2026UNIVEST FINANCIAL Corp4,934$895K0.1%-5.0%0.005%


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 1,147 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 13,262,968 shares in the last 24 months. This purchase volume represents approximately $2.45B in transactions.

Of the 719 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), Park Avenue Securities LLC ($797.70K), Royal Bank of Canada ($718.61K), and Parker Investment Management LLC ($496.18K).

Institutional investors have sold a total of 27,382,284 shares in the last 24 months. This volume of shares sold represents approximately $5.27B in transactions.


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This page (NYSEARCA:IYW) was last updated on 7/2/2026 by MarketBeat.com Staff.
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