iShares U.S. Tech IndependenIETCETF

13F holders, Q1 2026 (March 31)
112holders −20
11new positions
27sold out
1famous investor
$89.69avg. 13F price*

At the end of Q1 2026, 112 institutions reported holding iShares U.S. Tech Independen (IETC) in their 13F filings, down 20 from Q4 2025. 11 opened new positions and 27 sold out. The largest holders were Gradient Investments LLC ($64.0M), Kozak & Associates, Inc. ($61.9M) and LPL Financial LLC ($27.2M). 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 2025 → Q1 2026

InstitutionsTotal Value
New Positions11$14.6M
Exits27$21.0M

All 13F filers, Q4 2025 → Q1 2026: 468,004 shares bought and 537,303 shares sold, net −69,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 112 holders

Gradient Investments LLC 0.99% Add +7.5% 724,457 $64.0M
Kozak & Associates, Inc. 12.07% Add +2.0% 653,967 $61.9M
LPL Financial LLC 0.01% Add +4.4% 307,588 $27.2M
United Capital Financial Advisors, LLC 0.07% Add +15.4% 119,315 $10.5M
Two Sigma Investments, LP 0.01% Add +122.7% 98,000 $8.7M
MML Investors Services, LLC 0.02% Reduce -2.6% 96,719 $8.5M
JPMorgan Chase & Co. 0.00% Add +2.6% 85,782 $7.3M
Hoese & Co LLP 4.83% Add +135.8% 73,625 $6.5M
Raymond James Financial Inc. 0.00% Reduce -8.1% 68,486 $6.1M
Integrated Wealth Concepts LLC 0.05% New 66,977 $5.9M
Oakwell Private Wealth Management, LLC 0.83% Add +101.3% 52,534 $4.6M
Stifel Financial Corp. 0.00% Reduce -15.2% 45,455 $4.0M
Mattson Financial Services, LLC 0.95% Add +1.8% 44,940 $4.0M
Royal Bank of Canada 0.00% Add +84.7% 40,924 $3.6M
Truist Financial Corp. 0.00% Reduce -17.7% 38,985 $3.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -57.0% 35,054 $3.1M
Envestnet Asset Management Inc. 0.00% Add +55.1% 33,775 $3.0M
Principal Securities, Inc. 0.04% New 32,743 $2.9M
Brown Financial Advisors 0.97% Add +2.1% 28,966 $2.6M
Sutton Place Investors LLC 1.35% Add +0.1% 27,866 $2.5M
GTS Securities LLC 0.08% New 26,420 $2.3M
Osaic Holdings, Inc. 0.00% Reduce -10.1% 25,238 $2.2M
Susquehanna International Group, LLP 0.00% Add +121.5% 23,521 $2.1M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -19.2% 22,974 $2.0M
Paladin Wealth, LLC 1.34% Add +18.0% 22,002 $1.9M
Liberty One Investment Management, LLC 0.17% New 18,780 $1.7M
Advisors Capital Management, LLC 0.02% Add +11.9% 17,836 $1.6M
Artesa Financial Group, LLC 1.43% Reduce -0.9% 17,033 $1.5M
Shira Ridge Wealth Management 0.59% Reduce -0.8% 16,961 $1.5M
Jones Financial Companies LLLP 0.00% Add +41.3% 17,175 $1.5M
Citadel Advisors 0.00% Reduce -35.4% 14,316 $1.3M
Sigma Planning Corp 0.03% Add +10.1% 13,592 $1.2M
KM Capital Management Ltd. 0.79% Reduce -30.2% 11,046 $1.2M
&partners 0.01% Reduce -2.3% 12,535 $1.1M
Lansing Street Advisors 0.27% Reduce -1.0% 12,083 $1.1M
Patriot Investment Management Group, Inc. 0.07% No change 11,716 $1.0M
Equitable Holdings, Inc. 0.01% Reduce -6.6% 9,707 $986K
Vestor Capital, LLC 0.07% Add +2204.8% 11,086 $980K
Steward Partners Investment Advisory, LLC 0.00% Add +149.1% 10,953 $968K
Financial Perspectives, Inc 0.26% Reduce -4.7% 10,346 $914K
Ironwood Financial, llc 0.16% Reduce -0.0% 10,263 $907K
KCM Investment Advisors LLC 0.03% No change 9,636 $852K
Commonwealth Equity Services, LLC 0.00% Reduce -39.5% 8,921 $788K
Cetera Investment Advisers 0.00% Add +9.9% 8,133 $719K
Ibex Wealth Advisors 0.06% New 7,504 $663K
Glen Eagle Advisors, LLC 0.08% Add +1.0% 6,062 $536K
Bay Harbor Wealth Management, LLC 0.13% No change 5,849 $517K
UBS Group AG 0.00% Add +533.4% 5,701 $504K
Financial Partners Group, Inc 0.06% Add +31.9% 5,509 $487K
Icon Wealth Advisors, LLC 0.03% Add +0.1% 4,729 $478K
Assetmark, Inc. 0.00% Reduce -97.5% 5,136 $454K
Creative Planning 0.00% Reduce -8.1% 5,114 $452K
Bawa N Mallick Trust 0.18% No change 5,000 $442K
Kesler, Norman & Wride, LLC 0.08% Reduce -0.8% 4,932 $436K
Regal Investment Advisors LLC 0.02% Add +10.0% 4,705 $416K
Stratos Wealth Partners, LTD. 0.00% Add +26.7% 4,644 $411K
Ameriprise Financial Inc. 0.00% New 4,459 $394K
HB Wealth Management, LLC 0.00% Add +68.7% 4,217 $373K
Sanctuary Advisors, LLC 0.00% Reduce -6.4% 4,096 $362K
Cornerstone Wealth Management, LLC 0.02% Reduce -18.3% 4,027 $356K
Janney Montgomery Scott LLC 0.00% Add +10.6% 3,886 $343K
TFB Advisors LLC 0.18% Reduce -6.9% 3,867 $342K
MMBG Investment Advisors Co. 0.03% No change 3,774 $334K
Comprehensive Financial Planning, Inc. 0.22% Reduce -28.3% 3,561 $315K
Kestra Advisory Services, LLC 0.00% Add +18.3% 3,520 $311K
Meridian Wealth Management, LLC 0.01% New 3,506 $310K
Parsons Capital Management Inc. 0.01% Reduce -4.5% 3,213 $284K
Nova Wealth Management, Inc. 0.18% Reduce -1.0% 3,203 $283K
Haverford Trust Co 0.00% No change 3,115 $275K
A4 Wealth Advisors LLC 0.23% Reduce -38.7% 3,067 $271K
Morgan Stanley 0.00% Add +0.0% 2,809 $248K
Saxony Capital Management, LLC 0.14% Add +11.7% 2,774 $245K
Ameritas Advisory Services, LLC 0.01% Reduce -65.7% 2,637 $233K
Vise Technologies, Inc. 0.00% No change 2,276 $231K
Soundwatch Capital LLC 0.03% New 2,415 $213K
Money Concepts Capital Corp. 0.01% Add +1.9% 2,404 $212K
Root Financial Partners, LLC 0.01% Reduce -0.4% 2,118 $187K
AE Wealth Management LLC 0.00% Reduce -84.7% 1,623 $143K
Advisory Services Network, LLC 0.00% New 1,453 $128K
Allworth Financial LP 0.00% No change 1,404 $124K
Richardson Capital Management LLC 0.04% Reduce -13.9% 969 $86K
Manchester Capital Management LLC 0.01% New 945 $84K
IFP Advisors, Inc 0.00% Add +3.3% 867 $77K
NewEdge Advisors, LLC 0.00% Add +25.0% 750 $66K
Financial Freedom, LLC 0.03% Reduce -28.7% 629 $56K
Federation des caisses Desjardins du Quebec 0.00% No change 503 $44K
Blair William & Co. 0.00% Reduce -88.0% 479 $42K
Montag A & Associates Inc. 0.00% Reduce -6.5% 459 $41K
Farther Finance Advisors, LLC 0.00% No change 398 $36K
Parkside Financial Bank & Trust 0.00% No change 295 $26K
Harbour Investments, Inc. 0.00% Reduce -0.3% 290 $26K
Private Wealth Asset Management, LLC 0.00% No change 267 $24K
Lloyd Advisory Services, LLC. 0.01% Add +404.6% 222 $20K
Kingdom Financial Group LLC. 0.01% Reduce -81.7% 222 $20K
Cwm, LLC 0.00% No change 187 $17K
TD Waterhouse Canada Inc. 0.00% New 162 $14K
McIlrath & Eck, LLC 0.00% No change 146 $13K
Tsfg, LLC 0.00% No change 100 $9K
Central Pacific Bank - Trust Division 0.00% No change 99 $9K
US Bancorp \de 0.00% Add +84.0% 92 $8K

"% 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 112 holders