iShares U.S. Tech IndependenIETCETF

13F holders, Q1 2025 (March 31)
86holders +18
25new positions
7sold out
1famous investor
$74.77avg. 13F price*

At the end of Q1 2025, 86 institutions reported holding iShares U.S. Tech Independen (IETC) in their 13F filings, up 18 from Q4 2024. 25 opened new positions and 7 sold out. The largest holders were Kozak & Associates, Inc. ($50.3M), Mirae Asset Global Investments Co., Ltd. ($15.3M) and Gradient Investments LLC ($8.0M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions25$38.5M
Exits7$937K

All 13F filers, Q4 2024 → Q1 2025: 672,282 shares bought and 143,715 shares sold, net +528,567 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 86 holders

Kozak & Associates, Inc. 12.54% Add +2.5% 679,194 $50.3M
Mirae Asset Global Investments Co., Ltd. 0.06% Reduce -13.9% 203,215 $15.3M
Gradient Investments LLC 0.16% New 106,550 $8.0M
MML Investors Services, LLC 0.03% Add +1.9% 103,618 $7.8M
Raymond James Financial Inc. 0.00% Add +3.5% 84,729 $6.3M
Stifel Financial Corp. 0.01% New 84,349 $6.3M
Two Sigma Investments, LP 0.01% New 77,600 $5.8M
Integrated Wealth Concepts LLC 0.07% New 75,358 $5.6M
Susquehanna International Group, LLP 0.01% Add +230.3% 65,704 $4.9M
Atria Wealth Solutions, Inc. 0.05% Reduce -16.7% 58,342 $4.4M
LPL Financial LLC 0.00% Add +60.2% 58,279 $4.4M
Citadel Advisors 0.00% Add +39.0% 49,503 $3.7M
Trek Financial, LLC 0.25% New 45,370 $3.4M
Osaic Holdings, Inc. 0.01% Add +169.8% 32,228 $2.4M
JPMorgan Chase & Co. 0.00% Add +39.5% 31,679 $2.4M
Sutton Place Investors LLC 1.38% Add +8.7% 27,375 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Add +33.6% 25,864 $1.9M
Truist Financial Corp. 0.00% Reduce -61.8% 20,388 $1.5M
GeoWealth Management, LLC 0.06% Reduce -67.3% 20,379 $1.5M
Mattson Financial Services, LLC 0.46% New 20,253 $1.5M
Ameritas Advisory Services, LLC 0.06% Reduce -23.8% 17,728 $1.5M
KM Capital Management Ltd. 0.72% Add +37.3% 17,751 $1.3M
Shira Ridge Wealth Management 0.65% Reduce -19.3% 17,326 $1.3M
Apexium Financial, LP 0.07% New 15,793 $1.2M
Goldman Sachs Group Inc. 0.00% New 14,527 $1.1M
Advisors Capital Management, LLC 0.02% Reduce -4.2% 14,355 $1.1M
Tower Research Capital LLC (TRC) 0.03% New 14,206 $1.1M
Pallas Capital Advisors LLC 0.04% Reduce -2.8% 12,836 $962K
Assetmark, Inc. 0.00% New 12,702 $952K
Fulcrum Equity Management 1.03% New 12,592 $944K
Commonwealth Equity Services, LLC 0.00% Add +18.3% 12,505 $937K
Lansing Street Advisors 0.29% Add +56.3% 11,653 $873K
Ironwood Financial, llc 0.18% Reduce -0.1% 11,018 $826K
Financial Perspectives, Inc 0.28% Reduce -4.9% 10,245 $815K
Patriot Investment Management Group, Inc. 0.06% Reduce -0.6% 10,870 $815K
KCM Investment Advisors LLC 0.03% No change 9,636 $722K
AE Wealth Management LLC 0.01% New 9,446 $708K
RMR Wealth Builders 0.07% New 8,427 $632K
Envestnet Asset Management Inc. 0.00% Reduce -0.4% 8,321 $624K
Equitable Holdings, Inc. 0.01% New 8,306 $622K
&partners 0.01% Add +7.2% 8,210 $617K
Moloney Securities Asset Management, LLC 0.08% Add +2.4% 7,735 $580K
Sigma Planning Corp 0.02% Add +44.3% 7,646 $573K
Bay Harbor Wealth Management, LLC 0.14% No change 5,849 $438K
Glen Eagle Advisors, LLC 0.07% Add +1.9% 5,562 $417K
Royal Bank of Canada 0.00% Add +32.7% 5,535 $415K
Northwestern Mutual Wealth Management Co. 0.00% Add +27.3% 5,437 $407K
Creative Planning 0.00% Add +13.0% 5,291 $397K
Bawa N Mallick Trust 0.18% No change 5,000 $375K
Sanctuary Advisors, LLC 0.00% Add +8.2% 4,956 $371K
Icon Wealth Advisors, LLC 0.03% Add +0.1% 4,710 $353K
Regal Investment Advisors LLC 0.03% Add +0.1% 4,426 $332K
Cerity Partners LLC 0.00% Reduce -12.2% 4,393 $329K
Comprehensive Financial Planning, Inc. 0.31% Reduce -18.5% 4,219 $316K
Financial Partners Group, Inc 0.05% Add +1.0% 4,125 $309K
Montag A & Associates Inc. 0.01% Add +0.3% 3,893 $292K
Parsons Capital Management Inc. 0.01% New 3,288 $246K
Cetera Investment Advisers 0.00% Add +10.7% 3,261 $244K
Morgan Stanley 0.00% Add +0.6% 3,260 $244K
Haverford Trust Co 0.00% No change 3,115 $233K
TFB Advisors LLC 0.07% New 3,030 $227K
Allworth Financial LP 0.00% No change 1,600 $122K
Richardson Capital Management LLC 0.05% Add +7.3% 994 $75K
Nova Wealth Management, Inc. 0.06% New 945 $71K
Federation des caisses Desjardins du Quebec 0.00% No change 708 $53K
NewEdge Advisors, LLC 0.00% No change 600 $45K
Farther Finance Advisors, LLC 0.00% Reduce -42.0% 419 $32K
McIlrath & Eck, LLC 0.00% No change 293 $22K
Private Wealth Asset Management, LLC 0.00% — 267 $20K
Cwm, LLC 0.00% No change 256 $19K
Sound Income Strategies, LLC 0.00% New 176 $13K
Larson Financial Group LLC 0.00% Add +27.0% 113 $8K
Tsfg, LLC 0.00% New 100 $8K
Harbour Investments, Inc. 0.00% Add +9000.0% 91 $7K
BankPlus Trust Department 0.00% New 71 $5K
Central Pacific Bank - Trust Division 0.00% No change 71 $5K
BlackRock, Inc. 0.00% New 62 $5K
Continuum Advisory, LLC 0.00% No change 62 $5K
Simplex Trading, LLC 0.00% No change 58 $4K
US Bancorp \de 0.00% Reduce -50.0% 50 $4K
Lord & Richards Wealth Management, LLC 0.00% New 43 $3K
Jones Financial Companies LLLP 0.00% New 40 $3K
Principal Securities, Inc. 0.00% No change 29 $2K
Spire Wealth Management 0.00% New 20 $2K
Rossby Financial, LCC 0.00% New 8 $623
Elevation Wealth Partners, LLC 0.00% No change 1 $75

"% 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.