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 |
|---|---|---|---|---|---|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
70,815
shares
|
$11.7 Million
3.51% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
70,581
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2024
Added 71.35%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
69,080
shares
|
$11.4 Million
2.46% of portfolio
|
Q3 2024
Reduced 9.21%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
67,792
shares
|
$11.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
66,067
shares
|
$10.9 Million
1.65% of portfolio
|
Q3 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
65,951
shares
|
$10.9 Million
1.4% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
64,840
shares
|
$10.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
63,521
shares
|
$10.5 Million
0.27% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
63,007
shares
|
$10.4 Million
1.33% of portfolio
|
Q3 2024
Added 18.61%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
62,988
shares
|
$10.4 Million
6.94% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
62,555
shares
|
$10.3 Million
1.43% of portfolio
|
Q3 2024
Reduced 8.74%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
62,528
shares
|
$10.3 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
62,492
shares
|
$10.3 Million
1.38% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
61,874
shares
|
$10.2 Million
3.95% of portfolio
|
Q3 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
59,436
shares
|
$9.83 Million
1.35% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
59,106
shares
|
$9.77 Million
0.54% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
58,556
shares
|
$9.68 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
58,545
shares
|
$9.68 Million
1.25% of portfolio
|
Q3 2024
Added 59.42%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
57,821
shares
|
$9.56 Million
0.06% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
57,555
shares
|
$9.52 Million
0.04% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
57,254
shares
|
$9.47 Million
0.7% of portfolio
|
Q3 2024
Added 80.48%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
56,358
shares
|
$9.32 Million
1.01% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
55,516
shares
|
$9.18 Million
0.34% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
55,445
shares
|
$9.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
55,207
shares
|
$9.13 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.49%
|