iShares U.S. Tech IndependenIETCETF
13F holders, Q4 2024 (December 31)68holders +8
12new positions
5sold out
1famous investor
$85.89avg. 13F price*
At the end of Q4 2024, 68 institutions reported holding iShares U.S. Tech Independen (IETC) in their 13F filings, up 8 from Q3 2024. 12 opened new positions and 5 sold out. The largest holders were Kozak & Associates, Inc. ($57.3M), Mirae Asset Global Investments Co., Ltd. ($20.3M) and MML Investors Services, LLC ($8.7M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $9.1M |
| Exits | 5 | $606K |
All 13F filers, Q3 2024 → Q4 2024: 218,655 shares bought and 68,432 shares sold, net +150,223 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 68 holders
| Kozak & Associates, Inc. | 13.10% | Reduce -1.8% | 662,789 | $57.3M |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | Add +1.3% | 236,098 | $20.3M |
| MML Investors Services, LLC | 0.03% | Add +10.2% | 101,639 | $8.7M |
| Raymond James Financial Inc. | 0.00% | — | 81,864 | $7.0M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +405.0% | 70,007 | $6.0M |
| GeoWealth Management, LLC | 0.17% | New | 62,230 | $5.3M |
| Truist Financial Corp. | 0.01% | Reduce -22.4% | 53,399 | $4.6M |
| LPL Financial LLC | 0.00% | Add +97.1% | 36,377 | $3.1M |
| Citadel Advisors | 0.00% | Add +91.2% | 35,616 | $3.0M |
| Sutton Place Investors LLC | 1.24% | Add +0.4% | 25,181 | $2.1M |
| Ameritas Advisory Services, LLC | 0.07% | New | 23,274 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.9% | 22,713 | $1.9M |
| Shira Ridge Wealth Management | 0.90% | Reduce -2.4% | 21,460 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -58.4% | 19,894 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.6% | 19,362 | $1.7M |
| Advisors Capital Management, LLC | 0.02% | Add +8.4% | 14,984 | $1.3M |
| Pallas Capital Advisors LLC | 0.05% | Add +3.9% | 13,209 | $1.1M |
| KM Capital Management Ltd. | 0.57% | No change | 12,932 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +18.7% | 11,944 | $1.0M |
| Ironwood Financial, llc | 0.20% | No change | 11,033 | $941K |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -1.6% | 10,937 | $933K |
| Financial Perspectives, Inc | 0.31% | Add +2.2% | 10,773 | $919K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.6% | 10,570 | $902K |
| KCM Investment Advisors LLC | 0.03% | No change | 9,636 | $822K |
| Envestnet Asset Management Inc. | 0.00% | New | 8,356 | $713K |
| &partners | 0.01% | Reduce -2.2% | 7,658 | $662K |
| Moloney Securities Asset Management, LLC | 0.09% | Add +20.9% | 7,551 | $644K |
| Lansing Street Advisors | 0.22% | Reduce -0.0% | 7,454 | $636K |
| Bay Harbor Wealth Management, LLC | 0.16% | Add +0.0% | 5,849 | $499K |
| Glen Eagle Advisors, LLC | 0.08% | Reduce -1.1% | 5,457 | $466K |
| Sigma Planning Corp | 0.01% | Add +11.1% | 5,300 | $452K |
| Comprehensive Financial Planning, Inc. | 0.37% | — | 5,174 | $441K |
| Cerity Partners LLC | 0.00% | Add +2.1% | 5,005 | $427K |
| Bawa N Mallick Trust | 0.19% | — | 5,000 | $427K |
| Icon Wealth Advisors, LLC | 0.03% | New | 4,706 | $402K |
| Creative Planning | 0.00% | No change | 4,683 | $400K |
| Sanctuary Advisors, LLC | 0.00% | Add +16.4% | 4,582 | $397K |
| Regal Investment Advisors LLC | 0.03% | Add +0.1% | 4,424 | $377K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.0% | 4,272 | $365K |
| Royal Bank of Canada | 0.00% | Reduce -32.7% | 4,170 | $355K |
| Financial Partners Group, Inc | 0.05% | Add +1.5% | 4,084 | $348K |
| Montag A & Associates Inc. | 0.02% | Add +48.5% | 3,883 | $331K |
| Morgan Stanley | 0.00% | Reduce -4.5% | 3,240 | $276K |
| Haverford Trust Co | 0.00% | No change | 3,115 | $266K |
| Mariner, LLC | 0.00% | New | 2,953 | $252K |
| Cetera Investment Advisers | 0.00% | Reduce -10.9% | 2,946 | $251K |
| Signal Advisors Wealth, LLC | 0.02% | New | 2,561 | $219K |
| Cascade Financial Partners, LLC | 0.03% | No change | 2,531 | $216K |
| HB Wealth Management, LLC | 0.00% | New | 2,500 | $213K |
| Allworth Financial LP | 0.00% | No change | 1,600 | $143K |
| Richardson Capital Management LLC | 0.05% | Add +6.9% | 926 | $79K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.3% | 722 | $62K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 708 | $60K |
| NewEdge Advisors, LLC | 0.00% | No change | 600 | $51K |
| Bank of Montreal | 0.00% | No change | 350 | $30K |
| McIlrath & Eck, LLC | 0.00% | New | 293 | $25K |
| Cwm, LLC | 0.00% | No change | 256 | $22K |
| US Bancorp \de | 0.00% | No change | 100 | $9K |
| Larson Financial Group LLC | 0.00% | New | 89 | $8K |
| UBS Group AG | 0.00% | New | 86 | $7K |
| Wells Fargo & Company | 0.00% | Add +7500.0% | 76 | $6K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 71 | $6K |
| Continuum Advisory, LLC | 0.00% | No change | 62 | $5K |
| Simplex Trading, LLC | 0.00% | New | 58 | $4K |
| Principal Securities, Inc. | 0.00% | No change | 29 | $2K |
| Elevation Wealth Partners, LLC | 0.00% | No change | 1 | $86 |
| FMR LLC | 0.00% | New | 1 | $85 |
| Harbour Investments, Inc. | 0.00% | No change | 1 | $85 |
"% 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.