iShares U.S. Tech IndependenIETCETF

13F holders, Q3 2024 (September 30)
60holders +3
9new positions
6sold out
2famous investors
$79.31avg. 13F price*

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

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions9$1.7M
Exits6$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.