iShares U.S. Tech IndependenIETCETF

13F holders, Q4 2025 (December 31)
132holders +2
19new positions
19sold out
1famous investor
$101.80avg. 13F price*

At the end of Q4 2025, 132 institutions reported holding iShares U.S. Tech Independen (IETC) in their 13F filings, up 2 from Q3 2025. 19 opened new positions and 19 sold out. The largest holders were Gradient Investments LLC ($68.4M), Kozak & Associates, Inc. ($65.9M) and LPL Financial LLC ($29.9M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$19.8M
Exits19$27.3M

All 13F filers, Q3 2025 → Q4 2025: 587,375 shares bought and 1,171,823 shares sold, net −584,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 132 holders

Gradient Investments LLC 1.09% Add +7.9% 673,735 $68.4M
Kozak & Associates, Inc. 12.73% Reduce -0.6% 641,304 $65.9M
LPL Financial LLC 0.01% Add +16.6% 294,702 $29.9M
Assetmark, Inc. 0.04% Add +928.1% 209,468 $21.3M
United Capital Financial Advisors, LLC 0.06% New 103,414 $10.5M
MML Investors Services, LLC 0.02% Reduce -5.0% 99,301 $10.1M
JPMorgan Chase & Co. 0.00% Reduce -19.9% 83,637 $8.5M
Northwestern Mutual Wealth Management Co. 0.01% Add +20.1% 81,511 $8.3M
Trek Financial, LLC 0.45% Add +11.7% 75,900 $7.7M
Raymond James Financial Inc. 0.00% Reduce -6.7% 74,504 $7.6M
Stifel Financial Corp. 0.00% Add +5.5% 53,590 $5.4M
Truist Financial Corp. 0.01% Add +103.2% 47,376 $4.8M
Mattson Financial Services, LLC 1.05% Add +8.5% 44,137 $4.5M
Two Sigma Investments, LP 0.01% Reduce -50.1% 44,000 $4.5M
Hoese & Co LLP 2.26% Add +279.2% 31,218 $3.2M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -6.3% 28,442 $2.9M
Brown Financial Advisors 1.06% Add +0.8% 28,379 $2.9M
Osaic Holdings, Inc. 0.00% Reduce -28.9% 28,072 $2.9M
Sutton Place Investors LLC 1.55% Add +1.2% 27,843 $2.8M
Keybank National Association 0.01% No change 27,304 $2.8M
Oakwell Private Wealth Management, LLC 0.49% New 26,100 $2.7M
Royal Bank of Canada 0.00% Add +213.5% 22,161 $2.3M
Citadel Advisors 0.00% New 22,154 $2.3M
Envestnet Asset Management Inc. 0.00% Add +9.2% 21,773 $2.2M
Paladin Wealth, LLC 1.29% Add +28.5% 18,648 $1.9M
GeoWealth Management, LLC 0.07% Reduce -54.3% 17,786 $1.8M
Global Retirement Partners, LLC 0.03% Add +11.1% 17,326 $1.8M
Artesa Financial Group, LLC 1.80% — 17,190 $1.7M
Shira Ridge Wealth Management 0.70% Reduce -0.6% 17,095 $1.7M
Advisors Capital Management, LLC 0.02% Add +6.6% 15,932 $1.6M
KM Capital Management Ltd. 0.82% No change 15,822 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -35.3% 14,742 $1.5M
Goldman Sachs Group Inc. 0.00% New 14,120 $1.4M
&partners 0.01% Reduce -5.6% 12,831 $1.3M
Sigma Planning Corp 0.03% Add +2.1% 12,351 $1.3M
Lansing Street Advisors 0.32% Reduce -0.1% 12,208 $1.2M
Jones Financial Companies LLLP 0.00% Add +73.8% 12,155 $1.2M
Patriot Investment Management Group, Inc. 0.08% Reduce -0.8% 11,716 $1.2M
WCG Wealth Advisors LLC 0.03% Reduce -1.3% 11,105 $1.1M
Financial Perspectives, Inc 0.30% Add +1.3% 10,859 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -37.4% 10,618 $1.1M
AE Wealth Management LLC 0.01% Reduce -22.9% 10,596 $1.1M
Ironwood Financial, llc 0.18% Reduce -4.0% 10,264 $1.1M
Equitable Holdings, Inc. 0.01% Add +9.0% 10,389 $1.1M
KCM Investment Advisors LLC 0.03% No change 9,636 $979K
Ameritas Advisory Services, LLC 0.03% Reduce -21.8% 7,680 $780K
Cetera Investment Advisers 0.00% Add +60.2% 7,400 $752K
Mascagni Wealth Management, Inc. 0.48% Reduce -0.4% 6,333 $643K
Jane Street Group, LLC 0.00% Reduce -75.2% 6,093 $619K
Glen Eagle Advisors, LLC 0.08% Add +0.9% 6,001 $610K
Bay Harbor Wealth Management, LLC 0.16% No change 5,849 $594K
Creative Planning 0.00% Add +1.8% 5,564 $565K
A4 Wealth Advisors LLC 0.44% Reduce -32.5% 5,005 $508K
Bawa N Mallick Trust 0.19% No change 5,000 $508K
Kesler, Norman & Wride, LLC 0.09% New 4,973 $505K
Comprehensive Financial Planning, Inc. 0.33% Add +0.1% 4,965 $504K
Cornerstone Wealth Management, LLC 0.03% Add +1.1% 4,927 $501K
Ehrlich Financial Group 0.28% Add +21.9% 4,789 $487K
Icon Wealth Advisors, LLC 0.03% Add +0.1% 4,725 $480K
Safe Harbor Wealth Advisors, LLC 0.43% — 4,952 $449K
Steward Partners Investment Advisory, LLC 0.00% Add +1.8% 4,398 $447K
Sanctuary Advisors, LLC 0.00% Reduce -13.3% 4,378 $445K
Regal Investment Advisors LLC 0.03% Add +0.1% 4,276 $434K
TFB Advisors LLC 0.12% Add +5.2% 4,153 $422K
HRT Financial LP 0.00% New 4,088 $415K
Financial Partners Group, Inc 0.05% Reduce -1.2% 4,176 $407K
Blair William & Co. 0.00% New 3,987 $405K
MMBG Investment Advisors Co. 0.03% New 3,774 $384K
Lido Advisors, LLC 0.00% No change 3,660 $373K
Stratos Wealth Partners, LTD. 0.00% Add +39.9% 3,665 $372K
Janney Montgomery Scott LLC 0.00% Add +2.9% 3,514 $357K
Tower Research Capital LLC (TRC) 0.01% Reduce -76.5% 3,463 $352K
Parsons Capital Management Inc. 0.02% Add +2.3% 3,363 $342K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.0% 3,217 $331K
Nova Wealth Management, Inc. 0.23% Add +1.6% 3,234 $329K
Hilltop Holdings Inc. 0.02% Add +13.0% 3,199 $325K
Sovran Advisors, LLC 0.03% Reduce -28.6% 3,173 $322K
Haverford Trust Co 0.00% No change 3,115 $316K
Kestra Advisory Services, LLC 0.00% Add +0.6% 2,976 $302K
Morgan Stanley 0.00% Reduce -9.3% 2,808 $285K
J.W. Cole Advisors, Inc. 0.01% Add +0.0% 2,686 $273K
Darden Wealth Group Inc 0.13% No change 2,600 $264K
Pallas Capital Advisors LLC 0.01% Reduce -14.4% 2,538 $258K
HB Wealth Management, LLC 0.00% No change 2,500 $254K
Saxony Capital Management, LLC 0.15% No change 2,483 $252K
Worth Asset Management, LLC 0.11% Reduce -18.5% 2,461 $250K
Fischer Investment Strategies, LLC 0.14% Reduce -4.2% 2,427 $247K
Money Concepts Capital Corp. 0.01% Reduce -20.0% 2,360 $240K
Vise Technologies, Inc. 0.00% New 2,276 $231K
Cerity Partners LLC 0.00% Reduce -45.4% 2,259 $229K
Focus Partners Wealth 0.00% New 2,188 $222K
Western Wealth Management, LLC 0.01% Add +1.0% 2,182 $222K
Root Financial Partners, LLC 0.01% New 2,126 $216K
Mariner, LLC 0.00% New 2,067 $210K
Allworth Financial LP 0.00% Reduce -12.3% 1,404 $143K
Kingdom Financial Group LLC. 0.04% New 1,212 $123K
Richardson Capital Management LLC 0.06% Reduce -2.8% 1,126 $114K
International Assets Investment Management, LLC 0.01% New 1,000 $102K
UBS Group AG 0.00% Reduce -18.2% 900 $91K
Financial Freedom, LLC 0.04% No change 882 $90K
IFP Advisors, Inc 0.00% Add +137.0% 839 $85K
Vestor Capital, LLC 0.01% Reduce -99.9% 481 $78K
Activest Wealth Management 0.01% New 742 $75K
CIBC Private Wealth Group LLC 0.00% No change 623 $63K
NewEdge Advisors, LLC 0.00% Reduce -92.5% 600 $61K
Federation des caisses Desjardins du Quebec 0.00% Reduce -28.9% 503 $51K
Montag A & Associates Inc. 0.00% Reduce -9.2% 491 $50K
Sound Income Strategies, LLC 0.00% Add +48.8% 442 $45K
Farther Finance Advisors, LLC 0.00% No change 398 $40K
Capital Analysts, LLC 0.00% New 355 $36K
Parkside Financial Bank & Trust 0.00% No change 295 $30K
Harbour Investments, Inc. 0.00% Add +219.8% 291 $30K
Private Wealth Asset Management, LLC 0.00% No change 267 $27K
Cwm, LLC 0.00% No change 187 $19K
McIlrath & Eck, LLC 0.00% No change 146 $15K
Concord Wealth Partners 0.00% New 100 $10K
Central Pacific Bank - Trust Division 0.00% Add +39.4% 99 $10K
Tsfg, LLC 0.00% No change 100 $10K
PNC Financial Services Group, Inc. 0.00% No change 82 $8K
CBIZ Investment Advisory Services, LLC 0.00% No change 72 $7K
BankPlus Trust Department 0.00% No change 71 $7K
BlackRock, Inc. 0.00% No change 62 $6K
MAI Capital Management 0.00% New 58 $6K
US Bancorp \de 0.00% No change 50 $5K
McGuire Capital Advisors Inc. 0.00% — 49 $5K
Lloyd Advisory Services, LLC. 0.00% New 44 $4K
Signature Equity Partners, LLC 0.00% — 35 $4K
Spire Wealth Management 0.00% No change 20 $2K
National Bank of Canada 0.00% Add +100.0% 20 $2K
Rossby Financial, LCC 0.00% No change 8 $813
Elevation Wealth Partners, LLC 0.00% No change 1 $102
Wells Fargo & Company 0.00% No change 1 $97

"% 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.