iShares U.S. Tech IndependenIETCETF

13F holders, Q3 2025 (September 30)
130holders +23
26new positions
4sold out
$101.57avg. 13F price*

At the end of Q3 2025, 130 institutions reported holding iShares U.S. Tech Independen (IETC) in their 13F filings, up 23 from Q2 2025. 26 opened new positions and 4 sold out. The largest holders were Vestor Capital, LLC ($73.8M), Kozak & Associates, Inc. ($64.5M) and Gradient Investments LLC ($63.7M).

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 2025 → Q3 2025

InstitutionsTotal Value
New Positions26$10.0M
Exits4$4.3M

All 13F filers, Q2 2025 → Q3 2025: 1,710,209 shares bought and 247,691 shares sold, net +1,462,518 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 130 holders

Vestor Capital, LLC 4.73% Add +35487.1% 723,842 $73.8M
Kozak & Associates, Inc. 12.70% Reduce -5.5% 645,182 $64.5M
Gradient Investments LLC 1.06% Add +403.9% 624,588 $63.7M
LPL Financial LLC 0.01% Add +150.6% 252,833 $25.8M
Beacon Harbor Wealth Advisors, Inc. 3.06% Reduce -0.6% 128,462 $13.1M
MML Investors Services, LLC 0.03% Add +6.0% 104,537 $10.7M
JPMorgan Chase & Co. 0.00% Add +0.4% 104,371 $10.6M
Apexium Financial, LP 0.44% Add +33.2% 89,167 $9.1M
Two Sigma Investments, LP 0.01% Add +403.4% 88,100 $9.0M
Raymond James Financial Inc. 0.00% Reduce -6.7% 79,821 $8.1M
Integrated Wealth Concepts LLC 0.06% Reduce -2.6% 69,201 $7.1M
Trek Financial, LLC 0.41% Add +24.6% 67,968 $6.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +48.6% 67,885 $6.9M
Stifel Financial Corp. 0.00% Add +4.1% 50,772 $5.2M
Mattson Financial Services, LLC 0.99% Add +81.8% 40,693 $4.1M
GeoWealth Management, LLC 0.14% Reduce -21.7% 38,900 $4.0M
Osaic Holdings, Inc. 0.01% Add +1.3% 39,481 $3.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +0.5% 30,367 $3.1M
Brown Financial Advisors 1.06% New 28,149 $2.9M
Sutton Place Investors LLC 1.60% Add +0.1% 27,518 $2.8M
Keybank National Association 0.01% No change 27,304 $2.8M
Jane Street Group, LLC 0.00% Add +107.1% 24,590 $2.5M
Truist Financial Corp. 0.00% Add +14.1% 23,312 $2.4M
Commonwealth Equity Services, LLC 0.00% Add +102.3% 22,796 $2.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -84.4% 21,971 $2.2M
Assetmark, Inc. 0.00% Reduce -5.8% 20,374 $2.1M
Envestnet Asset Management Inc. 0.00% Add +81.7% 19,942 $2.0M
Shira Ridge Wealth Management 0.74% No change 17,203 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -22.7% 16,951 $1.7M
KM Capital Management Ltd. 0.75% Reduce -4.4% 15,822 $1.6M
Global Retirement Partners, LLC 0.04% Add +47.0% 15,597 $1.6M
Advisors Capital Management, LLC 0.02% Add +2.0% 14,948 $1.5M
Tower Research Capital LLC (TRC) 0.04% Reduce -38.7% 14,727 $1.5M
Paladin Wealth, LLC 1.07% New 14,513 $1.5M
AE Wealth Management LLC 0.01% Add +25.5% 13,752 $1.4M
&partners 0.01% Add +45.6% 13,594 $1.4M
Lansing Street Advisors 0.33% Reduce -0.9% 12,223 $1.2M
Sigma Planning Corp 0.04% Add +39.5% 12,093 $1.2M
Patriot Investment Management Group, Inc. 0.08% Add +7.3% 11,809 $1.2M
WCG Wealth Advisors LLC 0.07% Add +4.8% 11,252 $1.1M
Financial Perspectives, Inc 0.30% Add +0.1% 10,722 $1.1M
Ironwood Financial, llc 0.19% Reduce -3.0% 10,687 $1.1M
Brendel Financial Advisors LLC 0.55% New 10,505 $1.1M
Ameritas Advisory Services, LLC 0.07% Reduce -24.2% 9,815 $1.0M
KCM Investment Advisors LLC 0.03% No change 9,636 $982K
Equitable Holdings, Inc. 0.01% Add +12.0% 9,528 $971K
Ibex Wealth Advisors 0.09% New 8,897 $907K
RMR Wealth Builders 0.07% Add +0.0% 8,401 $856K
Hoese & Co LLP 0.64% Add +606.7% 8,233 $839K
NewEdge Advisors, LLC 0.00% Add +19.1% 7,949 $810K
Moloney Securities Asset Management, LLC 0.09% No change 7,735 $788K
A4 Wealth Advisors LLC 0.64% — 7,411 $755K
Royal Bank of Canada 0.00% Add +10.9% 7,069 $721K
Jones Financial Companies LLLP 0.00% Add +388.8% 6,995 $710K
Mascagni Wealth Management, Inc. 0.50% Add +31.4% 6,359 $648K
Glen Eagle Advisors, LLC 0.08% Add +5.7% 5,950 $606K
Bay Harbor Wealth Management, LLC 0.16% No change 5,849 $596K
Creative Planning 0.00% Add +3.8% 5,464 $557K
Sanctuary Advisors, LLC 0.00% Reduce -3.9% 5,048 $515K
NorthCoast Asset Management LLC 0.00% Reduce -2.2% 5,013 $511K
Bawa N Mallick Trust 0.19% No change 5,000 $510K
Comprehensive Financial Planning, Inc. 0.35% Add +3.5% 4,959 $505K
Cornerstone Wealth Management, LLC 0.03% New 4,876 $497K
Icon Wealth Advisors, LLC 0.03% Add +0.1% 4,719 $481K
Sovran Advisors, LLC 0.04% Add +37.6% 4,447 $473K
Cetera Investment Advisers 0.00% Add +27.5% 4,618 $471K
Steward Partners Investment Advisory, LLC 0.00% Add +1518.3% 4,321 $440K
Regal Investment Advisors LLC 0.03% Reduce -3.5% 4,273 $436K
Financial Partners Group, Inc 0.05% Reduce -0.2% 4,225 $431K
Cerity Partners LLC 0.00% Reduce -5.8% 4,140 $422K
TFB Advisors LLC 0.12% Reduce -3.3% 3,947 $402K
Ehrlich Financial Group 0.24% Add +40.8% 3,928 $400K
Lido Advisors, LLC 0.00% New 3,660 $373K
Janney Montgomery Scott LLC 0.00% New 3,415 $348K
Signal Advisors Wealth, LLC 0.03% Add +27.1% 3,377 $344K
Parsons Capital Management Inc. 0.02% No change 3,288 $335K
Nova Wealth Management, Inc. 0.23% Add +1.4% 3,183 $324K
Haverford Trust Co 0.00% No change 3,115 $318K
Morgan Stanley 0.00% Add +0.0% 3,097 $316K
Wealth Enhancement Advisory Services, LLC 0.00% Add +23.1% 3,034 $311K
Worth Asset Management, LLC 0.14% Add +9.1% 3,021 $308K
Kingswood Wealth Advisors, LLC 0.02% New 3,012 $307K
Pallas Capital Advisors LLC 0.01% Add +24.4% 2,965 $302K
Kestra Advisory Services, LLC 0.00% Reduce -22.6% 2,957 $301K
Money Concepts Capital Corp. 0.02% New 2,950 $301K
Captrust Financial Advisors 0.00% New 2,894 $295K
Hilltop Holdings Inc. 0.02% Add +30.6% 2,830 $288K
J.W. Cole Advisors, Inc. 0.01% New 2,685 $274K
Stratos Wealth Partners, LTD. 0.00% New 2,619 $267K
Darden Wealth Group Inc 0.14% New 2,600 $265K
Fischer Investment Strategies, LLC 0.15% Reduce -13.6% 2,534 $258K
HB Wealth Management, LLC 0.00% No change 2,500 $255K
Saxony Capital Management, LLC 0.17% New 2,483 $253K
Cascade Financial Partners, LLC 0.03% No change 2,250 $229K
Western Wealth Management, LLC 0.01% Reduce -4.3% 2,160 $220K
Allworth Financial LP 0.00% No change 1,600 $163K
Richardson Capital Management LLC 0.06% Add +14.9% 1,158 $118K
Advisory Services Network, LLC 0.00% New 1,152 $117K
UBS Group AG 0.00% New 1,100 $112K
Principal Securities, Inc. 0.00% Reduce -10.6% 1,061 $108K

"% 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.

Show all 130 holders