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 1,357 institutions that hold shares in the stock, with a total of 67.1 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 |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
5,712
shares
|
$1.14 Million
0.72% of portfolio
|
Q4 2025
Added 15.46%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
5,655
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
5,602
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.26%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
5,579
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
5,565
shares
|
$1.11 Million
0.73% of portfolio
|
Q3 2025
Reduced 66.16%
|
|
|
Axecap Investments, LLC
Mason, OH |
Oct 29, 2025 Q3 2025 |
5,558
shares
|
$1.11 Million
0.67% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
5,548
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2022
Added 14.94%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
5,542
shares
|
$1.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 08, 2026 Q4 2025 |
5,530
shares
|
$1.1 Million
0.38% of portfolio
|
Q4 2025
Added 2.85%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
5,517
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
5,498
shares
|
$1.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.58%
|
|
|
Allen Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
5,464
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2020
Added 300.0%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
5,459
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
5,453
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,451
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
5,436
shares
|
$1.08 Million
0.05% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
5,413
shares
|
$1.08 Million
0.45% of portfolio
|
Q4 2025
Reduced 10.74%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
5,403
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
5,403
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jan 08, 2026 Q4 2025 |
5,368
shares
|
$1.07 Million
0.31% of portfolio
|
Q4 2025
Reduced 3.51%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
5,363
shares
|
$1.07 Million
0.31% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
5,357
shares
|
$1.07 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
5,295
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Reduced 73.58%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
5,290
shares
|
$1.05 Million
0.68% of portfolio
|
Q3 2025
Added 17.56%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
5,258
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|