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 1,149 institutions that hold shares in the stock, with a total of 84.4 Million shares, which have been reported (via 13F filing form) to have a value of $14 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
10,665
shares
|
$1.76 Million
0.36% of portfolio
|
Q2 2022
Reduced 2.29%
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
10,653
shares
|
$1.76 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
10,652
shares
|
$1.76 Million
0.58% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
10,560
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Added 0.98%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
10,551
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Added 11.02%
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
10,480
shares
|
$1.73 Million
0.67% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
10,467
shares
|
$1.73 Million
0.05% of portfolio
|
Q2 2024
Added 0.06%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
10,441
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2024
Added 2.36%
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
10,367
shares
|
$1.71 Million
0.55% of portfolio
|
Q3 2024
Added 5.2%
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
10,333
shares
|
$1.71 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
10,331
shares
|
$1.71 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
10,293
shares
|
$1.7 Million
0.85% of portfolio
|
Q3 2024
Added 0.07%
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
10,226
shares
|
$1.69 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
Theory Financial LLC
Fort Collins, CO |
Nov 07, 2024 Q3 2024 |
10,186
shares
|
$1.68 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
10,144
shares
|
$1.68 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
10,109
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,100
shares
|
$1.67 Million
0.1% of portfolio
|
Q2 2023
Reduced 6.48%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
10,039
shares
|
$1.66 Million
0.2% of portfolio
|
Q2 2024
New holding
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
9,993
shares
|
$1.65 Million
0.06% of portfolio
|
Q3 2024
Added 1.6%
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
9,992
shares
|
$1.65 Million
0.78% of portfolio
|
Q3 2024
Added 90.54%
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
9,981
shares
|
$1.65 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
9,897
shares
|
$1.64 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
9,848
shares
|
$1.63 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
9,841
shares
|
$1.63 Million
1.17% of portfolio
|
Q3 2024
Added 4.29%
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
9,834
shares
|
$1.63 Million
0.47% of portfolio
|
Q4 2021
New holding
|