iShares U.S. Tech IndependenIETCETF

13F holders, Q2 2024 (June 30)
57holders +6
8new positions
3sold out
1famous investor
$75.95avg. 13F price*

At the end of Q2 2024, 57 institutions reported holding iShares U.S. Tech Independen (IETC) in their 13F filings, up 6 from Q1 2024. 8 opened new positions and 3 sold out. The largest holders were Kozak & Associates, Inc. ($51.1M), Mirae Asset Global Investments Co., Ltd. ($15.5M) and MML Investors Services, LLC ($6.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares U.S. Tech Independen
CUSIP
46431W648
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 51Q1 2024Q2 2024: 57Q2 2024Q3 2024: 60Q3 2024Q4 2024: 68Q4 2024Q1 2025: 86Q1 2025Q2 2025: 107Q2 2025Q3 2025: 130Q3 2025Q4 2025: 132Q4 2025Q1 2026: 112Q1 2026Q2 2026: 118Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions8$1.4M
Exits3$723K

All 13F filers, Q1 2024 → Q2 2024: 165,645 shares bought and 95,256 shares sold, net +70,389 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 57 holders

Kozak & Associates, Inc. 12.63% Add +3.0% 665,660 $51.1M
Mirae Asset Global Investments Co., Ltd. 0.08% Add +52.9% 205,951 $15.5M
MML Investors Services, LLC 0.03% Add +22.0% 87,063 $6.5M
Raymond James & Associates 0.00% Add +23.0% 69,635 $5.2M
Truist Financial Corp. 0.01% Reduce -4.6% 69,119 $5.2M
Sutton Place Investors LLC 1.25% Add +0.1% 25,030 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -63.4% 20,474 $1.5M
JPMorgan Chase & Co. 0.00% Add +0.1% 19,142 $1.4M
Shira Ridge Wealth Management 0.79% Add +5.8% 18,969 $1.4M
Advisors Preferred, LLC 0.23% Add +989.0% 17,217 $1.3M
Atria Wealth Solutions, Inc. 0.01% Reduce -12.8% 13,862 $1.0M
Advisors Capital Management, LLC 0.02% Reduce -5.4% 13,496 $1.0M
LPL Financial LLC 0.00% Add +10.9% 13,271 $998K
Pallas Capital Advisors LLC 0.04% Add +27.0% 12,159 $909K
Patriot Investment Management Group, Inc. 0.07% Add +3.9% 11,186 $841K
Ironwood Financial, llc 0.19% Reduce -0.9% 11,085 $833K
Financial Perspectives, Inc 0.29% Add +2.6% 10,386 $781K
Commonwealth Equity Services, LLC 0.00% Add +3.6% 9,691 $729K
KCM Investment Advisors LLC 0.03% No change 9,636 $724K
Citadel Advisors 0.00% New 9,410 $707K
KM Capital Management Ltd. 0.35% Add +0.5% 9,005 $677K
Osaic Holdings, Inc. 0.00% Reduce -48.2% 8,583 $645K
Lansing Street Advisors 0.22% No change 7,099 $534K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -10.7% 6,396 $481K
Moloney Securities Asset Management, LLC 0.07% No change 6,155 $463K
Bay Harbor Wealth Management, LLC 0.15% Add +0.0% 5,848 $440K
Glen Eagle Advisors, LLC 0.07% Add +21.2% 4,963 $373K
Cerity Partners LLC 0.00% Reduce -1.4% 4,827 $363K
Sigma Planning Corp 0.01% Add +10.4% 4,697 $353K
Creative Planning 0.00% No change 4,683 $352K
Royal Bank of Canada 0.00% Add +78.3% 4,653 $350K
Regal Investment Advisors LLC 0.02% Add +0.1% 4,416 $332K
Financial Partners Group, Inc 0.05% Add +2.6% 3,934 $296K
Mercer Global Advisors Inc. 0.00% New 3,503 $263K
Sanctuary Advisors, LLC 0.00% — 3,842 $262K
Cetera Investment Advisers 0.00% Reduce -1.8% 3,381 $254K
Susquehanna International Group, LLP 0.00% Reduce -91.5% 3,183 $239K
Haverford Trust Co 0.00% No change 3,115 $234K
Envestnet Asset Management Inc. 0.00% New 2,956 $222K
Mariner, LLC 0.00% New 2,923 $220K
Morgan Stanley 0.00% Add +0.0% 2,889 $217K
Montag A & Associates Inc. 0.01% Reduce -9.1% 2,615 $197K
Tower Research Capital LLC (TRC) 0.00% Add +968.5% 2,105 $158K
Allworth Financial LP 0.00% No change 1,600 $119K
Richardson Capital Management LLC 0.05% Add +6.8% 820 $62K
Farther Finance Advisors, LLC 0.00% Add +92.6% 809 $61K
Federation des caisses Desjardins du Quebec 0.00% No change 708 $53K
NewEdge Advisors, LLC 0.00% No change 600 $45K
Cwm, LLC 0.00% New 255 $19K
UBS Group AG 0.00% New 73 $5K
Central Pacific Bank - Trust Division 0.00% No change 71 $5K
Continuum Advisory, LLC 0.00% No change 62 $5K
Gilliland Jeter Wealth Management LLC 0.00% New 35 $3K
Principal Securities, Inc. 0.00% No change 29 $2K
Ashton Thomas Private Wealth, LLC 0.00% New 15 $1K
Elevation Wealth Partners, LLC 0.00% No change 1 $76
Wells Fargo & Company 0.00% No change 1 $38

"% 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.