iShares Ustechnology ETFIYWETF
13F holders, Q1 2024 (March 31)971holders
1famous investor
$135.04avg. 13F price*
At the end of Q1 2024, 971 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($1.5B), Morgan Stanley ($785.2M) and PGIM Custom Harvest LLC ($586.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ustechnology ETF
- CUSIP
- 464287721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 95 | $127.3M |
| Exits | 64 | $40.5M |
Ownership 971 holders
| Envestnet Asset Management Inc. | 0.58% | Add +8.7% | 11,442,003 | $1.5B |
| Morgan Stanley | 0.06% | Reduce -6.6% | 5,813,562 | $785.2M |
| PGIM Custom Harvest LLC | 14.53% | Add +2.3% | 4,345,729 | $586.9M |
| Bank of America Corp. | 0.06% | Reduce -0.2% | 4,328,472 | $584.6M |
| LPL Financial LLC | 0.28% | Add +12.0% | 3,820,080 | $515.9M |
| JPMorgan Chase & Co. | 0.04% | Add +12.1% | 3,121,521 | $421.6M |
| UBS Group AG | 0.09% | Reduce -1.3% | 2,101,632 | $283.8M |
| BlackRock Inc. | 0.01% | Reduce -5.3% | 2,072,662 | $279.9M |
| Envestnet Portfolio Solutions, Inc. | 0.69% | Add +8.1% | 1,360,028 | $183.7M |
| Wells Fargo & Company | 0.05% | Add +7.2% | 1,344,188 | $181.5M |
| Ameriprise Financial Inc. | 0.04% | Reduce -7.7% | 1,203,967 | $162.6M |
| Cwm, LLC | 0.77% | Add +8.8% | 1,173,803 | $158.5M |
| Park Avenue Securities LLC | 1.84% | Add +9.9% | 1,054,653 | $142.4M |
| Royal Bank of Canada | 0.03% | Add +12.3% | 1,014,374 | $137.0M |
| FIL Ltd | 0.13% | Reduce -33.9% | 962,364 | $130.0M |
| MML Investors Services, LLC | 0.51% | Add +13.3% | 908,737 | $122.7M |
| Commonwealth Equity Services, LLC | 0.20% | Add +10.9% | 887,182 | $119.8M |
| Dynasty Wealth Management, LLC | 3.80% | — | 882,744 | $119.2M |
| Raymond James Financial Services Advisors, Inc. | 0.18% | Add +6.7% | 882,381 | $119.2M |
| Cetera Investment Advisers | 0.24% | Add +131.6% | 743,002 | $100.3M |
| Parker Investment Management, LLC | 17.25% | Add +69.3% | 738,604 | $99.8M |
| Janney Montgomery Scott LLC | 0.27% | Add +3.3% | 682,254 | $92.1M |
| RiverFront Investment Group, LLC | 2.57% | Add +22.2% | 675,676 | $91.3M |
| Raymond James & Associates | 0.05% | Add +3.5% | 553,635 | $74.8M |
| OneDigital Investment Advisors LLC | 1.06% | Add +16.4% | 498,598 | $67.3M |
| Osaic Holdings, Inc. | 0.14% | Reduce -59.3% | 473,804 | $64.0M |
| United Capital Financial Advisors, LLC | 0.48% | Reduce -2.7% | 428,675 | $57.9M |
| Stifel Financial Corp. | 0.07% | Reduce -0.1% | 423,244 | $57.2M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.8% | 417,077 | $56.3M |
| Captrust Financial Advisors | 0.20% | Reduce -3.1% | 401,084 | $54.2M |
| 1832 Asset Management L.P. | 0.09% | Add +6689.2% | 373,406 | $50.4M |
| Quotient Wealth Partners, LLC | 1.78% | Add +16.7% | 369,014 | $49.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +59.0% | 353,439 | $47.7M |
| NewEdge Advisors, LLC | 0.40% | Add +8.9% | 343,142 | $46.3M |
| Avantax Advisory Services, Inc. | 0.41% | Add +82.4% | 342,524 | $46.3M |
| CW Advisors, LLC | 0.78% | Reduce -4.2% | 336,467 | $45.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -39.3% | 335,533 | $45.3M |
| Cambridge Investment Research Advisors, Inc. | 0.16% | Add +8.5% | 315,190 | $42.6M |
| JB Capital LLC | 2.69% | Add +10.6% | 298,740 | $40.3M |
| Kestra Advisory Services, LLC | 0.27% | Add +8.5% | 298,004 | $40.2M |
| Prudential Financial Inc. | 0.05% | Add +6.4% | 286,063 | $38.6M |
| Portfolio Strategies, Inc. | 2.49% | Add +16.8% | 271,125 | $36.6M |
| Two Sigma Investments, LP | 0.09% | Reduce -41.5% | 257,800 | $34.8M |
| HighTower Advisors, LLC | 0.05% | Add +2.7% | 243,947 | $33.0M |
| Thrivent Financial for Lutherans | 0.06% | Add +76.5% | 212,904 | $28.8M |
| First Merchants Corp. | 2.14% | Reduce -10.5% | 210,805 | $28.5M |
| Foundations Investment Advisors, LLC | 0.74% | Add +11.3% | 210,624 | $28.4M |
| Howard Capital Management Group, LLC | 2.13% | Reduce -2.0% | 204,293 | $27.6M |
| Apexium Financial, LP | 2.04% | Add +3.3% | 199,062 | $26.9M |
| Commerce Bank | 0.16% | Reduce -0.6% | 180,796 | $24.4M |
| Private Advisor Group, LLC | 0.18% | Add +1.1% | 180,643 | $24.4M |
| Integrated Wealth Concepts LLC | 0.35% | Add +0.5% | 179,206 | $24.2M |
| Mariner, LLC | 0.05% | Add +23.8% | 173,336 | $23.4M |
| Advisory Services Network, LLC | 0.51% | Reduce -2.8% | 171,476 | $23.2M |
| Stratos Wealth Partners, LTD. | 0.39% | Add +46.6% | 170,209 | $23.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +33.6% | 162,898 | $22.0M |
| Atria Wealth Solutions, Inc. | 0.25% | Add +4.3% | 161,427 | $21.8M |
| Two Sigma Advisers, LP | 0.05% | Reduce -33.4% | 159,100 | $21.5M |
| Truist Financial Corp. | 0.03% | Add +7.6% | 153,219 | $20.7M |
| SPC Financial, Inc. | 1.87% | Reduce -0.7% | 147,695 | $19.9M |
| J.W. Cole Advisors, Inc. | 0.99% | Add +858.2% | 144,967 | $19.6M |
| Advocacy Wealth Management, LLC | 1.64% | Add +24.2% | 140,908 | $19.0M |
| Tidal Investments LLC | 0.32% | Add +25.6% | 140,082 | $19.0M |
| Atria Investments, Inc | 0.26% | Add +11.9% | 138,173 | $18.7M |
| AE Wealth Management LLC | 0.21% | Reduce -50.2% | 136,314 | $18.4M |
| CreativeOne Wealth, LLC | 0.73% | Add +52.4% | 136,038 | $18.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +17.2% | 133,157 | $18.0M |
| US Bancorp \de | 0.02% | Add +1.5% | 131,966 | $17.8M |
| Perigon Wealth Management, LLC | 0.52% | Add +43.3% | 126,914 | $17.1M |
| MA Private Wealth | 3.42% | Reduce -0.9% | 124,903 | $16.9M |
| Capital Investment Advisors, LLC | 0.39% | Reduce -4.0% | 122,372 | $16.5M |
| Austin Private Wealth, LLC | 1.88% | Add +19.1% | 121,459 | $16.4M |
| Stillwater Capital Advisors, LLC | 2.39% | Reduce -2.5% | 119,515 | $16.1M |
| Bank of Montreal | 0.01% | Add +20.8% | 116,837 | $16.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -24.3% | 117,558 | $15.9M |
| Prospera Financial Services Inc | 0.47% | Add +19.6% | 116,282 | $15.7M |
| Creative Planning | 0.02% | Add +5.9% | 116,096 | $15.7M |
| Icon Wealth Advisors, LLC | 1.40% | Add +9.7% | 111,946 | $15.1M |
| Mendel Capital Management LLC | 9.62% | Reduce -2.5% | 107,560 | $14.5M |
| First Citizens Financial Corp | 8.50% | Add +2.5% | 105,999 | $14.3M |
| Citadel Advisors | 0.01% | Add +177.3% | 102,179 | $13.8M |
| First Horizon Advisors, Inc. | 0.41% | Add +7.2% | 97,013 | $13.1M |
| Tritonpoint Wealth, LLC | 1.37% | Add +7.3% | 115,332 | $13.1M |
| Horst & Graben Wealth Management LLC | 2.59% | Reduce -0.6% | 94,211 | $12.7M |
| Partners Capital Investment Group, LLP | 0.36% | New | 88,808 | $12.0M |
| AdvisorNet Financial, Inc | 1.15% | Add +264.6% | 88,463 | $11.9M |
| Marshall Wace, LLP | 0.02% | New | 87,642 | $11.8M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -7.3% | 87,085 | $11.8M |
| One Wealth Advisors, LLC | 2.02% | Add +5.3% | 85,784 | $11.6M |
| Schroder Investment Management Group | 0.01% | New | 85,504 | $11.5M |
| Spire Wealth Management | 0.21% | Add +0.3% | 84,966 | $11.5M |
| Rollins Financial Advisors, LLC | 2.16% | Add +0.0% | 84,774 | $11.4M |
| Mercer Global Advisors Inc. | 0.03% | Add +98.1% | 83,914 | $11.3M |
| Simplicity Wealth,LLC | 0.27% | Add +584.5% | 83,320 | $11.3M |
| SteelPeak Wealth, LLC | 0.57% | Add +18.8% | 82,860 | $11.2M |
| Gries Financial LLC | 1.84% | Add +0.2% | 81,570 | $11.0M |
| Commonwealth Financial Services, LLC | 2.59% | Add +0.1% | 89,529 | $11.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.29% | Reduce -27.0% | 80,799 | $10.9M |
| Security Financial Services, INC. | 2.41% | Reduce -1.8% | 79,166 | $10.7M |
| Steward Partners Investment Advisory, LLC | 0.12% | Add +6.0% | 77,360 | $10.4M |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.