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

iShares U.S. Technology ETF logo
$175.72 -0.58 (-0.33%)
Closing price 04:00 PM Eastern
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$175.64 -0.08 (-0.05%)
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)
743
Total
Institutional Inflows
(last 12 months)
$3.14B
Number of
Institutional Sellers
(last 12 months)
592
Total
Institutional Outflows
(last 12 months)
$1.64B
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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
7/10/2025Oldfather Financial Services LLC1,848$320K0.1%-14.8%0.001%
7/10/2025Worth Asset Management LLC1,508$261K0.1%N/A0.001%
7/10/2025Wealth Enhancement Advisory Services LLC119,336$20.95M0.0%-16.7%0.096%
7/10/2025Strathmore Capital Advisors Inc.2,420$427K0.2%N/A0.002%
7/10/2025Sharkey Howes & Javer59,329$10.28M1.4%-11.2%0.047%
7/10/2025Capital Advisory Group Advisory Services LLC18,344$3.18M1.1%-1.2%0.015%
7/10/2025Secure Asset Management LLC22,006$3.81M0.7%-7.1%0.018%
7/10/2025Signal Advisors Wealth LLC5,293$917K0.1%-6.3%0.004%
7/10/2025Focus Financial Network Inc.43,247$7.49M0.3%-10.8%0.035%
7/10/2025Sovran Advisors LLC30,655$5.36M0.6%+0.9%0.025%
7/9/2025Finley Financial LLC59,106$10.24M5.1%+0.1%0.047%
7/9/2025Dynamic Advisor Solutions LLC54,103$9.37M0.3%+183.7%0.043%
7/9/2025Graves Light Lenhart Wealth Inc.6,748$1.17M0.1%-24.1%0.005%
7/9/2025Pallas Capital Advisors LLC5,530$958K0.0%-14.4%0.004%
7/9/2025Seneca House Advisors1,308$227K0.1%N/A0.001%
7/9/2025Westbourne Investments Inc.11,620$2.01M1.1%-3.2%0.009%
7/9/2025Lifelong Wealth Advisors Inc.64,710$11.21M3.7%-32.2%0.052%
7/9/2025Keystone Wealth Services LLC14,098$2.44M0.6%+0.7%0.011%
7/9/2025Fiduciary Alliance LLC1,164$202K0.0%N/A0.001%
7/9/2025Market Street Wealth Management Advisors LLC11,773$2.04M0.3%-1.7%0.009%
7/9/2025Lifestyle Asset Management Inc.6,013$1.04M0.5%N/A0.005%
7/9/2025Beacon Financial Group44,436$7.70M0.8%-2.9%0.036%
7/9/2025Presidio Capital Management LLC3,455$599K0.2%-3.7%0.003%
7/9/2025WealthCare Investment Partners LLC11,669$2.05M0.7%-1.3%0.009%
7/8/2025 Everpar Advisors LLC3,342$579K0.3%+41.9%0.003%
7/8/2025 Richard P Slaughter Associates Inc1,761$305K0.1%-77.8%0.001%
7/8/2025 Ballew Advisors Inc12,254$2.15M1.3%+1.5%0.010%
7/8/2025 NBC Securities Inc.7,219$1.25M0.1%-2.2%0.006%
7/8/2025 Legacy Private Trust Co.12,091$2.10M0.1%+3.8%0.010%
7/8/2025 Parallel Advisors LLC26,016$4.51M0.1%-1.3%0.021%
7/7/2025 Accelerate Investment Advisors LLC4,246$736K0.5%+7.9%0.003%
7/7/2025 First Citizens Financial Corp92,630$16.05M8.8%-10.5%0.074%
7/7/2025 Retirement Wealth Solutions LLC9,759$1.69M1.2%-4.7%0.008%
7/7/2025 Nova Wealth Management Inc.12,286$2.13M1.6%+12.3%0.010%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.5,580$967K0.1%+11.4%0.004%
7/7/2025 Centurion Wealth Management LLC10,419$1.81M0.5%-10.8%0.008%
7/7/2025 RDA Financial Network3,202$555K0.1%-2.0%0.003%
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%
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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%
5/29/2025 Nova 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%
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%
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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%
(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, 1,177 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 985 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 20,680,594 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 592 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 10,631,825 shares in the last 24 months. This volume of shares sold represents approximately $1.64B in transactions.


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This page (NYSEARCA:IYW) was last updated on 7/10/2025 by MarketBeat.com Staff
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