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 1,214 institutions that hold shares in the stock, with a total of 84.9 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
11,565
shares
|
$1.88 Million
0.99% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
11,527
shares
|
$1.87 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,353
shares
|
$1.84 Million
1.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
11,279
shares
|
$1.83 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Yardley Wealth Management LLC
Yardley, PA |
Feb 10, 2025 Q4 2024 |
11,268
shares
|
$1.83 Million
0.85% of portfolio
|
Q4 2024
Added 300.0%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
11,215
shares
|
$1.82 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
11,204
shares
|
$1.82 Million
1.01% of portfolio
|
Q4 2024
Reduced 14.18%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
11,127
shares
|
$1.81 Million
0.89% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
11,117
shares
|
$1.81 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
11,094
shares
|
$1.8 Million
0.53% of portfolio
|
Q4 2024
Added 13.26%
|
|
|
Pariax, LLC
|
Feb 14, 2024 Q4 2023 |
10,949
shares
|
$1.78 Million
3.03% of portfolio
|
Q3 2023
Reduced 44.87%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
10,717
shares
|
$1.74 Million
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,702
shares
|
$1.74 Million
0.44% of portfolio
|
Q2 2023
Reduced 0.58%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
10,696
shares
|
$1.74 Million
1.39% of portfolio
|
Q4 2024
Reduced 18.44%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
10,690
shares
|
$1.74 Million
0.57% of portfolio
|
Q4 2024
Added 24.93%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
10,687
shares
|
$1.74 Million
0.78% of portfolio
|
Q4 2024
Added 17.75%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,665
shares
|
$1.73 Million
0.36% of portfolio
|
Q2 2022
Reduced 2.29%
|
|
|
Ridgeline Wealth, LLC
Mesa, AZ |
Jan 06, 2025 Q4 2024 |
10,555
shares
|
$1.71 Million
1.37% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,551
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
10,512
shares
|
$1.71 Million
0.28% of portfolio
|
Q4 2024
Added 12.42%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
10,485
shares
|
$1.7 Million
0.69% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
10,470
shares
|
$1.7 Million
0.06% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
10,441
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2024
Added 2.36%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
10,365
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
10,357
shares
|
$1.68 Million
0.54% of portfolio
|
Q4 2024
Added 34.75%
|