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iShares U.S. Technology ETF (IYW) Institutional Ownership

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$133.66
-0.57 (-0.42%)
(As of 03:34 PM ET)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Technology ETF (NYSEARCA:IYW)

Number of
Institutional Buyers
(last 12 months)
575
Total
Institutional Inflows
(last 12 months)
$2.71B
Number of
Institutional Sellers
(last 12 months)
435
Total
Institutional Outflows
(last 12 months)
$1.92B
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IYW Institutional Buying and Selling by Quarter

iShares U.S. Technology ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Shared Vision Wealth Group LLC18,777$2.54M1.6%+6.3%0.015%
5/7/2024EQ LLC17,064$2.31M1.4%+17.3%0.014%
5/7/2024Oppenheimer & Co. Inc.7,281$983K0.0%+1.2%0.006%
5/7/2024PFG Advisors3,958$535K0.0%+2.5%0.003%
5/7/2024Wealthspire Advisors LLC20,135$2.72M0.0%-3.2%0.016%
5/6/2024Envestnet Portfolio Solutions Inc.1,360,028$183.69M0.7%+8.1%1.107%
5/6/2024SYM FINANCIAL Corp452$61K0.0%N/A0.000%
5/6/2024VitalStone Financial LLC264$36K0.0%N/A0.000%
5/6/2024Advisory Services Network LLC171,476$23.16M0.5%-2.8%0.140%
5/6/2024Staley Capital Advisers Inc.33,100$4.47M0.2%-11.3%0.027%
5/6/2024W.H. Cornerstone Investments Inc.2,950$398K0.3%-27.0%0.002%
5/6/2024Advisory Alpha LLC7,877$1.06M0.0%-4.4%0.006%
5/4/2024 SPC Financial Inc.147,695$19.95M1.9%-0.7%0.120%
5/4/2024 Beacon Bridge Wealth Partners LLC19,235$2.60M1.2%+20.1%0.016%
5/4/2024 Geneos Wealth Management Inc.9,761$1.32M0.1%-1.9%0.008%
5/4/2024 Essex LLC43,270$5.84M1.3%-3.1%0.035%
5/4/2024 Commonwealth Retirement Investments LLC7,500$1.01M0.5%+20.5%0.006%
5/4/2024 Csenge Advisory Group28,275$3.82M0.2%+3.4%0.023%
5/3/2024 Catalina Capital Group LLC8,705$1.18M0.5%+6.9%0.007%
5/3/2024 Avidian Wealth Solutions LLC19,305$2.61M0.1%+1.1%0.016%
5/3/2024 Forte Asset Management LLC29,841$4.03M2.4%-6.9%0.024%
5/3/2024 TFB Advisors LLC2,265$288K0.1%+4.8%0.002%
5/3/2024 Smithbridge Asset Management Inc. DE10,592$1.43M0.3%-1.6%0.009%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors80,799$10.91M1.3%-27.0%0.066%
5/3/2024 Rehmann Capital Advisory Group1,536$207K0.0%N/A0.001%
5/3/2024 Commerce Bank180,796$24.42M0.2%-0.6%0.147%
5/3/2024 BCU Wealth Advisors LLC5,070$685K0.6%+8.7%0.004%
5/3/2024 Liberty Wealth Management LLC58,921$7.95M1.6%+1.0%0.048%
5/3/2024 Central Pacific Bank Trust Division21,482$2.91M0.4%N/A0.017%
5/3/2024 Absolute Capital Management LLC8,826$1.19M0.8%-34.4%0.007%
5/2/2024 Mutual Advisors LLC38,112$5.15M0.2%-6.5%0.031%
5/2/2024 RiverFront Investment Group LLC675,748$91.27M2.6%+22.2%0.550%
5/2/2024 Financial Counselors Inc.21,844$2.95M0.0%-1.2%0.018%
5/2/2024 Conservest Capital Advisors Inc.16,155$2.18M0.2%-1.6%0.013%
5/2/2024 FinTrust Capital Advisors LLC1,990$269K0.1%-6.7%0.002%
5/2/2024 Graypoint LLC32,011$4.32M0.3%+5.6%0.026%
5/2/2024 Lwmg LLC13,945$1.88M0.4%-14.9%0.011%
5/2/2024 Pittenger & Anderson Inc.43,015$5.81M0.2%-0.3%0.035%
5/2/2024 GSB Wealth Management LLC1,582$214K0.1%N/A0.001%
5/2/2024 Almanack Investment Partners LLC.3,214$434K0.1%-5.8%0.003%
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5/2/2024 Choreo LLC30,050$4.06M0.1%+1.0%0.024%
5/2/2024 Presilium Private Wealth LLC2,368$320K0.1%-11.2%0.002%
5/2/2024 Crown Wealth Group LLC48,659$6.57M3.4%-1.6%0.040%
5/2/2024 Moloney Securities Asset Management LLC45,248$6.11M0.9%+279.0%0.037%
5/2/2024 Westwood Wealth Management12,055$1.63M0.8%-6.4%0.010%
5/1/2024 Resonant Capital Advisors LLC1,878$254K0.0%N/A0.002%
5/1/2024 Janney Montgomery Scott LLC682,254$92.15M0.3%+3.3%0.555%
5/1/2024 BNP Paribas Financial Markets7,421$1.00M0.0%-51.0%0.006%
5/1/2024 Blue Trust Inc.70,247$9.49M0.1%+38.1%0.057%
5/1/2024 Source Financial Advisors LLC7,863$1.06M0.3%-30.7%0.006%
5/1/2024 Concourse Financial Group Securities Inc.43,557$5.88M0.4%+2.1%0.036%
5/1/2024 Sequoia Financial Advisors LLC3,839$519K0.0%+4.6%0.003%
5/1/2024 Diversify Advisory Services LLC15,259$2.07M0.1%N/A0.013%
4/30/2024 Private Advisor Group LLC180,643$24.40M0.2%+1.1%0.148%
4/30/2024 J.W. Cole Advisors Inc.144,967$19.58M1.0%+858.2%0.119%
4/30/2024 Norden Group LLC47,727$6.45M0.5%N/A0.039%
4/30/2024 Fortis Group Advisors LLC5,616$758K0.1%-1.8%0.005%
4/30/2024 MA Private Wealth124,903$16.87M3.4%-0.9%0.102%
4/30/2024 HB Wealth Management LLC14,171$1.91M0.0%-1.6%0.012%
4/30/2024Concord Wealth Partners5,936$802K0.1%+2.1%0.005%
4/30/2024 Granite Bay Wealth Management LLC2,500$338K0.2%-98.7%0.002%
4/30/2024 WealthBridge Capital Management LLC36,290$4.90M1.7%-2.6%0.030%
4/30/2024 True Vision MN LLC21,249$2.78M2.0%+29.4%0.017%
4/30/2024 Joel Isaacson & Co. LLC15,059$2.03M0.1%+3.4%0.012%
4/30/2024 Perigon Wealth Management LLC126,914$17.14M0.5%+43.3%0.104%
4/30/2024 Hutchens & Kramer Investment Management Group LLC3,098$420K0.2%N/A0.003%
4/30/2024 Mayflower Financial Advisors LLC23,551$3.18M0.2%+9.6%0.019%
4/30/2024 Investment Advisory Group LLC7,114$961K0.4%+1.6%0.006%
4/30/2024 Unionview LLC1,824$246K0.2%-22.2%0.001%
4/30/2024 Stock Yards Bank & Trust Co.13,767$1.86M0.1%-0.8%0.011%
4/29/2024Commonwealth Equity Services LLC887,182$119.82M0.2%+10.9%0.727%
4/29/2024 Benjamin F. Edwards & Company Inc.17,775$2.40M0.0%-4.9%0.015%
4/29/2024 Aspire Wealth Management Corp4,652$628K0.4%+33.5%0.004%
4/29/2024 Forthright Family Wealth Advisory LLC30,268$4.09M2.7%+3.8%0.025%
4/29/2024 Fiduciary Planning LLC3,684$498K0.2%N/A0.003%
4/27/2024 Signature Wealth Management Partners LLC64,446$8.70M7.1%+0.8%0.053%
4/26/2024 RCS Financial Planning LLC7,559$1.02M0.6%-28.9%0.006%
4/26/2024 Advisors Management Group Inc. ADV1,792$242K0.1%-18.6%0.001%
4/26/2024 LifeSteps Financial Inc.520$70K0.1%N/A0.000%
4/26/2024 Cottonwood Capital Advisors LLC42,621$5.59M4.4%-3.2%0.035%
4/26/2024 YHB Investment Advisors Inc.558$75K0.0%N/A0.000%
4/26/2024 First National Trust Co9,517$1.29M0.1%-1.4%0.008%
4/26/2024 Clear Creek Financial Management LLC32,840$4.44M0.6%-10.9%0.027%
4/26/2024 Terra Nova Asset Management LLC15,999$2.16M1.7%+8.0%0.013%
4/26/2024 Latitude Advisors LLC2,288$309K0.2%N/A0.002%
4/26/2024 Tritonpoint Wealth LLC115,332$15.58M1.5%+7.3%0.095%
4/26/2024 Meridian Wealth Management LLC9,258$1.25M0.2%-4.2%0.008%
4/25/2024 Cardinal Strategic Wealth Guidance31,373$4.24M1.6%-5.6%0.026%
4/25/2024 W Advisors LLC14,484$1.96M1.3%+1.7%0.012%
4/25/2024 Strategy Asset Managers LLC3,832$518K0.1%-4.8%0.003%
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That's why we have released our Free Precious Metals Investment Guide that explains all the details
4/25/2024 TNF LLC46,243$5.96M2.4%+4.3%0.038%
4/25/2024 Simplex Trading LLC2,593$350K0.0%+15.5%0.002%
4/25/2024 GFS Advisors LLC2,035$275K0.0%-17.5%0.002%
4/25/2024 Valeo Financial Advisors LLC3,510$452K0.0%-6.4%0.003%
4/25/2024 Eudaimonia Advisors LLC7,782$1.05M0.6%+7.0%0.006%
4/25/2024 Signify Wealth48,440$6.54M10.8%+10.9%0.040%
4/25/2024 Cambridge Investment Research Advisors Inc.315,190$42.57M0.2%+8.5%0.258%
4/24/2024 Patton Albertson Miller Group LLC40,642$5.49M0.8%+193.3%0.033%
4/24/2024 CENTRAL TRUST Co1,275$172K0.0%-28.3%0.001%
4/24/2024 Newbridge Financial Services Group Inc.1,637$221K0.1%+310.3%0.001%
(Data available from 1/1/2016 forward)

IYW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYW shares?

During the previous two years, 914 institutional investors and hedge funds held shares of iShares U.S. Technology ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($1.29B), Morgan Stanley ($597.45M), PGIM Custom Harvest LLC ($452.40M), Bank of America Corp DE ($397.71M), LPL Financial LLC ($281.29M), UBS Group AG ($261.41M), and Osaic Holdings Inc. ($203.15M).Learn more on IYW's institutional investors.

Which institutional investors have been buying iShares U.S. Technology ETF stock?

Of the 765 institutional investors that purchased iShares U.S. Technology ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($17.35M), CFS Investment Advisory Services LLC ($4.14M), LPL Financial LLC ($2.75M), Bank of Montreal Can ($2.75M), CWM LLC ($2.12M), Park Avenue Securities LLC ($1.51M), and JPMorgan Chase & Co. ($1.50M).

How much institutional buying is happening at iShares U.S. Technology ETF?

Institutional investors have bought a total of 59,530,096 shares in the last 24 months. This purchase volume represents approximately $5.53B in transactions.

Which iShares U.S. Technology ETF major shareholders have been selling company stock?

Of the 566 institutional investors that sold iShares U.S. Technology ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($7.67M), CFS Investment Advisory Services LLC ($4.02M), Prudential Financial Inc. ($3.95M), Bank of Montreal Can ($2.63M), LPL Financial LLC ($1.39M), CWM LLC ($954.20K), and JPMorgan Chase & Co. ($818.46K).

How much institutional selling is happening at iShares U.S. Technology ETF?

Institutional investors have sold a total of 32,944,528 shares in the last 24 months. This volume of shares sold represents approximately $3.11B in transactions.


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This page (NYSEARCA:IYW) was last updated on 5/7/2024 by MarketBeat.com Staff

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