iShares U.S. Tech IndependenIETCETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 60 institutions reported holding iShares U.S. Tech Independen (IETC) in their 13F filings, up 3 from Q2 2024. 9 opened new positions and 6 sold out. The largest holders were Kozak & Associates, Inc. ($54.3M), Mirae Asset Global Investments Co., Ltd. ($18.2M) and MML Investors Services, LLC ($7.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares U.S. Tech Independen
- CUSIP
- 46431W648
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.7M |
| Exits | 6 | $2.0M |
All 13F filers, Q2 2024 → Q3 2024: 144,566 shares bought and 28,881 shares sold, net +115,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Kozak & Associates, Inc. | 12.84% | Add +1.4% | 674,967 | $54.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +13.2% | 233,125 | $18.2M |
| MML Investors Services, LLC | 0.03% | Add +6.0% | 92,267 | $7.2M |
| Raymond James & Associates | 0.00% | Add +5.4% | 73,403 | $5.8M |
| Truist Financial Corp. | 0.01% | Reduce -0.4% | 68,822 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +1401.8% | 47,804 | $3.7M |
| Sutton Place Investors LLC | 1.20% | Add +0.2% | 25,081 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Add +22.3% | 23,401 | $1.8M |
| Shira Ridge Wealth Management | 0.88% | Add +15.9% | 21,992 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.9% | 20,095 | $1.6M |
| Citadel Advisors | 0.00% | Add +98.0% | 18,627 | $1.5M |
| LPL Financial LLC | 0.00% | Add +39.0% | 18,452 | $1.4M |
| Atria Wealth Solutions, Inc. | 0.01% | No change | 13,862 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Add +2.4% | 13,824 | $1.1M |
| KM Capital Management Ltd. | 0.54% | Add +43.6% | 12,932 | $1.0M |
| Pallas Capital Advisors LLC | 0.04% | Add +4.5% | 12,708 | $1.0M |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -0.6% | 11,117 | $871K |
| Ironwood Financial, llc | 0.18% | Reduce -0.5% | 11,033 | $865K |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.9% | 10,849 | $850K |
| Financial Perspectives, Inc | 0.29% | Add +1.4% | 10,537 | $826K |
| Osaic Holdings, Inc. | 0.00% | Add +17.3% | 10,064 | $789K |
| KCM Investment Advisors LLC | 0.03% | No change | 9,636 | $755K |
| &partners | 0.01% | New | 7,833 | $615K |
| Lansing Street Advisors | 0.22% | Add +5.0% | 7,456 | $584K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +0.6% | 6,431 | $504K |
| Moloney Securities Asset Management, LLC | 0.07% | Add +1.5% | 6,248 | $490K |
| Royal Bank of Canada | 0.00% | Add +33.2% | 6,196 | $485K |
| Bay Harbor Wealth Management, LLC | 0.15% | No change | 5,848 | $458K |
| Glen Eagle Advisors, LLC | 0.07% | Add +11.1% | 5,516 | $432K |
| Cerity Partners LLC | 0.00% | Add +1.6% | 4,903 | $384K |
| Sigma Planning Corp | 0.01% | Add +1.6% | 4,770 | $374K |
| Creative Planning | 0.00% | No change | 4,683 | $367K |
| Regal Investment Advisors LLC | 0.02% | Add +0.1% | 4,421 | $346K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.5% | 3,937 | $324K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 4,106 | $322K |
| Financial Partners Group, Inc | 0.05% | Add +2.3% | 4,025 | $315K |
| Morgan Stanley | 0.00% | Add +17.4% | 3,392 | $266K |
| Cetera Investment Advisers | 0.00% | Reduce -2.2% | 3,306 | $259K |
| Haverford Trust Co | 0.00% | No change | 3,115 | $244K |
| Millennium Management | 0.00% | New | 3,040 | $238K |
| Old Mission Capital LLC | 0.01% | New | 2,946 | $231K |
| Montag A & Associates Inc. | 0.01% | No change | 2,615 | $205K |
| Cascade Financial Partners, LLC | 0.03% | New | 2,531 | $205K |
| Allworth Financial LP | 0.00% | No change | 1,600 | $125K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -56.1% | 925 | $72K |
| Richardson Capital Management LLC | 0.05% | Add +5.6% | 866 | $68K |
| Aptus Capital Advisors, LLC | 0.00% | New | 758 | $59K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 708 | $55K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -17.6% | 667 | $52K |
| NewEdge Advisors, LLC | 0.00% | No change | 600 | $47K |
| Bank of Montreal | 0.00% | New | 350 | $27K |
| Cwm, LLC | 0.00% | Add +0.4% | 256 | $20K |
| US Bancorp \de | 0.00% | New | 100 | $8K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 71 | $6K |
| Gilliland Jeter Wealth Management LLC | 0.00% | Add +88.6% | 66 | $5K |
| Continuum Advisory, LLC | 0.00% | No change | 62 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 29 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $79 |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1 | $79 |
| Harbour Investments, Inc. | 0.00% | New | 1 | $78 |
"% 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.