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

$133.97
+0.43 (+0.32%)
(As of 04:30 PM ET)

Institutional Ownership Changes (13F Filings) for iShares U.S. Technology ETF (NYSEARCA:IYW)

Number of
Institutional Buyers
(last 12 months)
574
Total
Institutional Inflows
(last 12 months)
$2.72B
Number of
Institutional Sellers
(last 12 months)
431
Total
Institutional Outflows
(last 12 months)
$1.93B
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IYW Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Ciovacco Capital Management LLC70,905$9.58M6.4%+0.9%0.058%
5/10/2024Pinkerton Retirement Specialists LLC49,442$6.68M1.1%+25.2%0.040%
5/10/2024Banco Santander S.A.1,548$209K0.0%N/A0.001%
5/10/2024 Bright Financial Advisors Inc.5,347$722K0.5%N/A0.004%
5/10/2024 GM Advisory Group LLC1,488$201K0.0%N/A0.001%
5/10/2024 Nwam LLC19,954$2.69M0.2%-1.8%0.016%
5/9/2024 Blair William & Co. IL22,470$3.04M0.0%-3.2%0.018%
5/9/2024 Orion Portfolio Solutions LLC65,475$8.84M0.1%+3.9%0.053%
5/9/2024 Kingsview Wealth Management LLC3,152$426K0.0%+67.4%0.003%
5/9/2024 Condor Capital Management19,299$2.61M0.3%-10.0%0.016%
5/9/2024 Planning Directions Inc.1,853$250K0.2%N/A0.002%
5/9/2024 SageView Advisory Group LLC63,184$8.53M0.4%N/A0.051%
5/9/2024 Avid Wealth Partners LLC27,432$3.71M3.0%-80.5%0.022%
5/9/2024 Interchange Capital Partners LLC7,604$1.09M0.7%+12.3%0.006%
5/9/2024 Pettyjohn Wood & White Inc.33,616$4.54M0.9%-0.9%0.027%
5/9/2024 Koshinski Asset Management Inc.15,323$2.07M0.2%+660.1%0.012%
5/8/2024 FPC Investment Advisory Inc.7,965$1.03M1.0%N/A0.006%
5/8/2024 West Wealth Group LLC68,029$9.19M3.4%+5.8%0.055%
5/8/2024 TSA Wealth Managment LLC47,822$6.46M2.8%+3.8%0.039%
5/8/2024 Bleakley Financial Group LLC68,407$9.24M0.3%-7.9%0.056%
5/8/2024 Heritage Wealth Advisors265$36K0.0%-30.1%0.000%
5/8/2024 Avantax Advisory Services Inc.342,524$46.26M0.4%+82.4%0.279%
5/8/2024 US Bancorp DE131,966$17.82M0.0%+1.5%0.107%
5/8/2024 Russell Investments Group Ltd.45,465$6.14M0.0%-0.7%0.037%
5/8/2024 QRG Capital Management Inc.1,635$221K0.0%N/A0.001%
5/8/2024 Semus Wealth Partners LLC1,866$252K0.2%+8.9%0.002%
5/7/2024 Verus Capital Partners LLC12,387$1.67M0.2%+32.7%0.010%
5/7/2024 NorthRock Partners LLC3,588$485K0.0%+7.8%0.003%
5/7/2024 Choate Investment Advisors4,950$669K0.0%-20.6%0.004%
5/7/2024 Concurrent Investment Advisors LLC59,338$8.01M0.3%+27.8%0.048%
5/7/2024 Atomi Financial Group Inc.56,293$7.60M0.7%+118.8%0.046%
5/7/2024 Montag A & Associates Inc.5,986$808K0.0%-1.3%0.005%
5/7/2024 Shared Vision Wealth Group LLC18,777$2.54M1.6%+6.3%0.015%
5/7/2024 EQ LLC17,064$2.31M1.4%+17.3%0.014%
5/7/2024 Oppenheimer & Co. Inc.7,281$983K0.0%+1.2%0.006%
5/7/2024 PFG Advisors3,958$535K0.0%+2.5%0.003%
5/7/2024 Wealthspire Advisors LLC20,135$2.72M0.0%-3.2%0.016%
5/6/2024 Envestnet Portfolio Solutions Inc.1,360,028$183.69M0.7%+8.1%1.107%
5/6/2024 SYM FINANCIAL Corp452$61K0.0%N/A0.000%
5/6/2024 VitalStone Financial LLC264$36K0.0%N/A0.000%
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5/6/2024 Advisory Services Network LLC171,476$23.16M0.5%-2.8%0.140%
5/6/2024 Staley Capital Advisers Inc.33,100$4.47M0.2%-11.3%0.027%
5/6/2024 W.H. Cornerstone Investments Inc.2,950$398K0.3%-27.0%0.002%
5/6/2024 Advisory 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%
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%
Trump’s “Tax Free” Retirement Strategy (Ad)

Since 1924 — over one hundred years — the US dollar has lost nearly 18x its value. In other words, a dollar back then would buy $17.82 worth of goods in today's money. If you're planning on retiring any time soon…This poses a real problem.

Protect your retirement savings from the inevitable devaluation of the dollar…
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%
(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, 917 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 772 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 59,806,626 shares in the last 24 months. This purchase volume represents approximately $5.57B in transactions.

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

Of the 563 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 33,056,787 shares in the last 24 months. This volume of shares sold represents approximately $3.12B in transactions.


This page (NYSEARCA:IYW) was last updated on 5/10/2024 by MarketBeat.com Staff

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