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 |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
9,560
shares
|
$1.53 Million
0.02% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
9,556
shares
|
$1.53 Million
1.42% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
9,460
shares
|
$1.52 Million
0.72% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
9,362
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
9,354
shares
|
$1.5 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
9,216
shares
|
$1.48 Million
0.26% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
9,204
shares
|
$1.48 Million
0.01% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
9,200
shares
|
$1.48 Million
0.36% of portfolio
|
Q1 2023
Reduced 16.18%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
9,175
shares
|
$1.47 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
9,141
shares
|
$1.47 Million
0.15% of portfolio
|
Q4 2024
Reduced 37.24%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
9,025
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
8,950
shares
|
$1.44 Million
0.16% of portfolio
|
Q4 2024
Added 16.76%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,943
shares
|
$1.43 Million
0.29% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
8,892
shares
|
$1.43 Million
0.18% of portfolio
|
Q4 2024
Reduced 16.53%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
8,844
shares
|
$1.42 Million
0.3% of portfolio
|
Q4 2024
Added 29.98%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
8,823
shares
|
$1.42 Million
0.12% of portfolio
|
Q4 2024
Reduced 91.45%
|
|
|
Smithbridge Asset Management Inc
|
Oct 24, 2024 Q3 2024 |
8,675
shares
|
$1.39 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
8,575
shares
|
$1.38 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 03, 2024 Q3 2024 |
8,531
shares
|
$1.37 Million
1.03% of portfolio
|
Q3 2024
Reduced 3.55%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
8,505
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
8,479
shares
|
$1.36 Million
0.05% of portfolio
|
Q4 2024
Added 13.37%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
8,460
shares
|
$1.36 Million
0.38% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
8,303
shares
|
$1.33 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
8,175
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2024
Added 121.3%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
8,155
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
Reduced 17.19%
|