iShares U.S. Tech IndependenIETCETF
13F holders, Q1 2024 (March 31)51holders
$70.82avg. 13F price*
At the end of Q1 2024, 51 institutions reported holding iShares U.S. Tech Independen (IETC) in their 13F filings. The largest holders were Kozak & Associates, Inc. ($45.8M), Mirae Asset Global Investments Co., Ltd. ($9.5M) and Truist Financial Corp. ($5.1M).
- Company
- iShares U.S. Tech Independen
- CUSIP
- 46431W648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $19.4M |
| Exits | 4 | $2.1M |
Ownership 51 holders
| Kozak & Associates, Inc. | 12.32% | Add +4.4% | 646,599 | $45.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | New | 134,728 | $9.5M |
| Truist Financial Corp. | 0.01% | Reduce -21.7% | 72,482 | $5.1M |
| MML Investors Services, LLC | 0.02% | New | 71,353 | $5.1M |
| Raymond James & Associates | 0.00% | Add +47.6% | 56,633 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -16.5% | 56,006 | $4.0M |
| Susquehanna International Group, LLP | 0.00% | New | 37,286 | $2.6M |
| Sutton Place Investors LLC | 0.88% | No change | 25,000 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -49.9% | 19,116 | $1.4M |
| Shira Ridge Wealth Management | 0.73% | Add +1.9% | 17,935 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.6% | 16,560 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +26.6% | 15,900 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Add +5.5% | 14,263 | $1.0M |
| LPL Financial LLC | 0.00% | Add +3.8% | 11,971 | $848K |
| Ironwood Financial, llc | 0.18% | Reduce -0.0% | 11,191 | $792K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 10,766 | $762K |
| Financial Perspectives, Inc | 0.27% | Add +10.0% | 10,126 | $717K |
| KCM Investment Advisors LLC | 0.03% | No change | 9,636 | $682K |
| Pallas Capital Advisors LLC | 0.03% | New | 9,574 | $678K |
| Pathstone Holdings, LLC | 0.00% | No change | 9,450 | $669K |
| Commonwealth Equity Services, LLC | 0.00% | Add +24.1% | 9,355 | $662K |
| KM Capital Management Ltd. | 0.35% | Reduce -67.4% | 8,963 | $635K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -17.0% | 7,163 | $507K |
| Lansing Street Advisors | 0.23% | No change | 7,099 | $503K |
| Moloney Securities Asset Management, LLC | 0.07% | Reduce -5.0% | 6,155 | $436K |
| Bay Harbor Wealth Management, LLC | 0.15% | No change | 5,847 | $414K |
| Cerity Partners LLC | 0.00% | Reduce -0.6% | 4,898 | $347K |
| Creative Planning | 0.00% | No change | 4,683 | $332K |
| Regal Investment Advisors LLC | 0.02% | Add +0.1% | 4,414 | $312K |
| Sigma Planning Corp | 0.01% | New | 4,254 | $301K |
| Glen Eagle Advisors, LLC | 0.06% | Add +27.9% | 4,094 | $290K |
| Financial Partners Group, Inc | 0.04% | New | 3,833 | $271K |
| Cetera Investment Advisers | 0.00% | New | 3,442 | $244K |
| Haverford Trust Co | 0.00% | New | 3,115 | $221K |
| Morgan Stanley | 0.00% | Reduce -3.7% | 2,888 | $205K |
| Montag A & Associates Inc. | 0.01% | New | 2,877 | $204K |
| Royal Bank of Canada | 0.00% | Reduce -40.6% | 2,609 | $185K |
| Allworth Financial LP | 0.00% | New | 1,600 | $113K |
| Advisors Preferred, LLC | 0.02% | Reduce -69.2% | 1,581 | $112K |
| Richardson Capital Management LLC | 0.04% | New | 768 | $54K |
| Aptus Capital Advisors, LLC | 0.00% | New | 758 | $54K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 708 | $50K |
| NewEdge Advisors, LLC | 0.00% | Add +20.0% | 600 | $42K |
| Farther Finance Advisors, LLC | 0.00% | No change | 420 | $30K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -79.5% | 197 | $14K |
| Central Pacific Bank - Trust Division | 0.00% | — | 71 | $5K |
| Continuum Advisory, LLC | 0.00% | New | 62 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 29 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $105 |
| FMR LLC | 0.00% | New | 1 | $71 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1 | $71 |
"% of holder's portfolio" is IETC's weight in each manager's 13F, not the share of iShares U.S. Tech Independen the manager owns.