Institutional Ownership Ishares Dj Us Tech ETF (IYW)
This table provides information about the institutional ownership of Ishares Dj Us Tech ETF (IYW). We have compiled data on the 1,203 institutions that hold shares in the stock, with a total of 83.7 Million shares, which have been reported (via 13F filing form) to have a value of $13.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
12,945
shares
|
$2.08 Million
1.35% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
12,845
shares
|
$2.06 Million
0.11% of portfolio
|
Q4 2024
Reduced 13.45%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
12,736
shares
|
$2.04 Million
0.26% of portfolio
|
Q4 2024
Added 57.72%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
12,712
shares
|
$2.04 Million
0.02% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
12,658
shares
|
$2.03 Million
0.23% of portfolio
|
Q4 2024
Reduced 63.09%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
12,600
shares
|
$2.02 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
12,576
shares
|
$2.02 Million
0.48% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
12,511
shares
|
$2.01 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
12,475
shares
|
$2 Million
0.28% of portfolio
|
Q4 2024
Reduced 81.08%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
12,369
shares
|
$1.98 Million
0.6% of portfolio
|
Q3 2024
Reduced 6.16%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
12,353
shares
|
$1.98 Million
1.29% of portfolio
|
Q4 2024
Added 11.22%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
12,249
shares
|
$1.96 Million
0.07% of portfolio
|
Q3 2024
Added 35.68%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
12,098
shares
|
$1.94 Million
0.36% of portfolio
|
Q4 2024
Added 35.67%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
12,044
shares
|
$1.93 Million
0.11% of portfolio
|
Q4 2024
Reduced 66.22%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
12,029
shares
|
$1.93 Million
0.19% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
12,004
shares
|
$1.93 Million
0.64% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
11,908
shares
|
$1.91 Million
0.8% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
11,862
shares
|
$1.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
11,859
shares
|
$1.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Westwood Wealth Management
|
Nov 12, 2024 Q3 2024 |
11,775
shares
|
$1.89 Million
0.7% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
11,769
shares
|
$1.89 Million
1.44% of portfolio
|
Q4 2024
Added 93.79%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
11,765
shares
|
$1.89 Million
0.81% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
11,741
shares
|
$1.88 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
11,735
shares
|
$1.88 Million
0.17% of portfolio
|
Q4 2024
Reduced 24.5%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
11,707
shares
|
$1.88 Million
0.18% of portfolio
|
Q4 2022
Reduced 20.09%
|