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 1,246 institutions that hold shares in the stock, with a total of 84.8 Million shares, which have been reported (via 13F filing form) to have a value of $11.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
14,911
shares
|
$2.04 Million
0.19% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
14,876
shares
|
$2.04 Million
0.14% of portfolio
|
Q4 2023
Added 12.78%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
14,863
shares
|
$2.04 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
14,823
shares
|
$2.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,806
shares
|
$2.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
14,779
shares
|
$2.02 Million
1.05% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
14,777
shares
|
$2.02 Million
0.52% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
14,753
shares
|
$2.02 Million
1.83% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
14,628
shares
|
$2 Million
0.04% of portfolio
|
Q2 2024
Reduced 17.7%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
14,479
shares
|
$1.98 Million
0.8% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
14,425
shares
|
$1.98 Million
0.07% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
14,332
shares
|
$1.96 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
14,274
shares
|
$1.95 Million
0.29% of portfolio
|
Q1 2025
Added 4.1%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
14,240
shares
|
$1.95 Million
0.25% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
14,234
shares
|
$1.95 Million
1.01% of portfolio
|
Q4 2024
Reduced 10.43%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
14,165
shares
|
$1.94 Million
0.59% of portfolio
|
Q4 2023
Reduced 21.58%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
14,101
shares
|
$1.93 Million
0.41% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
14,093
shares
|
$1.93 Million
0.55% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
14,004
shares
|
$1.92 Million
0.58% of portfolio
|
Q1 2025
Reduced 6.37%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
13,906
shares
|
$1.9 Million
0.56% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
13,888
shares
|
$1.9 Million
0.82% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
13,794
shares
|
$1.89 Million
0.86% of portfolio
|
Q1 2025
Added 15.84%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
13,781
shares
|
$1.89 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
13,754
shares
|
$1.88 Million
0.03% of portfolio
|
Q4 2024
Reduced 21.08%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
13,640
shares
|
$1.87 Million
0.85% of portfolio
|
Q3 2024
Reduced 11.01%
|