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 1,360 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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
105,137
shares
|
$20.9 Million
0.21% of portfolio
|
Q3 2025
Reduced 56.22%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
105,008
shares
|
$20.9 Million
0.01% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
100,163
shares
|
$19.9 Million
0.04% of portfolio
|
Q3 2025
Added 85.8%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
100,010
shares
|
$19.9 Million
1.36% of portfolio
|
Q3 2025
Reduced 76.19%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
95,213
shares
|
$19 Million
0.32% of portfolio
|
Q3 2025
Reduced 16.57%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
90,573
shares
|
$18 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
90,319
shares
|
$18 Million
9.05% of portfolio
|
Q4 2025
Reduced 2.25%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
89,975
shares
|
$17.9 Million
9.41% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
89,612
shares
|
$17.8 Million
0.03% of portfolio
|
Q3 2025
Added 10.4%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
88,754
shares
|
$17.7 Million
0.02% of portfolio
|
Q3 2025
Reduced 46.34%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
85,190
shares
|
$17 Million
0.17% of portfolio
|
Q3 2022
Reduced 47.82%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
85,075
shares
|
$16.9 Million
1.44% of portfolio
|
Q4 2025
Reduced 2.97%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
82,494
shares
|
$16.4 Million
11.99% of portfolio
|
Q3 2025
Added 1.25%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
80,536
shares
|
$16 Million
0.17% of portfolio
|
Q3 2025
Added 87.33%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
78,031
shares
|
$15.5 Million
0.42% of portfolio
|
Q3 2025
Reduced 43.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
77,913
shares
|
$15.5 Million
0.03% of portfolio
|
Q3 2025
Added 39.26%
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
74,455
shares
|
$14.8 Million
3.05% of portfolio
|
Q3 2025
Reduced 16.41%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
74,300
shares
|
$14.8 Million
0.25% of portfolio
|
Q4 2023
Reduced 1.14%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
73,555
shares
|
$14.6 Million
0.06% of portfolio
|
Q3 2025
Reduced 90.49%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
71,728
shares
|
$14.3 Million
0.86% of portfolio
|
Q3 2023
Reduced 46.23%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Nov 14, 2025 Q3 2025 |
71,610
shares
|
$14.3 Million
5.97% of portfolio
|
Q3 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
70,535
shares
|
$14 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 03, 2025 Q3 2025 |
69,554
shares
|
$13.9 Million
1.62% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
67,738
shares
|
$13.5 Million
0.09% of portfolio
|
Q3 2025
Reduced 12.83%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
67,531
shares
|
$13.4 Million
2.0% of portfolio
|
Q3 2025
Reduced 2.89%
|
|