iShares Ustechnology ETFIYWETF
13F holders, Q2 2024 (June 30)1,032holders +61
103new positions
45sold out
4famous investors
$149.59avg. 13F price*
At the end of Q2 2024, 1,032 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 61 from Q1 2024. 103 opened new positions and 45 sold out. The largest holders were Envestnet Asset Management Inc. ($1.8B), Morgan Stanley ($873.7M) and PGIM Custom Harvest LLC ($692.8M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Ustechnology ETF
- CUSIP
- 464287721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 103 | $76.1M |
| Exits | 45 | $55.3M |
All 13F filers, Q1 2024 → Q2 2024: 6,379,903 shares bought and 2,813,096 shares sold, net +3,566,807 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,032 holders
| Envestnet Asset Management Inc. | 0.62% | Add +3.3% | 11,813,520 | $1.8B |
| Morgan Stanley | 0.07% | Reduce -0.1% | 5,805,120 | $873.7M |
| PGIM Custom Harvest LLC | 15.47% | Add +5.9% | 4,603,468 | $692.8M |
| Bank of America Corp. | 0.06% | Add +1.4% | 4,389,825 | $660.7M |
| LPL Financial LLC | 0.30% | Add +5.2% | 4,016,825 | $604.5M |
| JPMorgan Chase & Co. | 0.04% | Add +6.1% | 3,311,796 | $498.4M |
| UBS Group AG | 0.10% | Add +0.7% | 2,115,193 | $318.3M |
| BlackRock Inc. | 0.01% | Reduce -6.4% | 1,939,605 | $291.9M |
| Envestnet Portfolio Solutions, Inc. | 0.73% | Add +2.2% | 1,390,175 | $209.2M |
| Wells Fargo & Company | 0.05% | Reduce -7.6% | 1,242,498 | $187.0M |
| Ameriprise Financial Inc. | 0.05% | Add +0.6% | 1,210,887 | $183.0M |
| Cwm, LLC | 0.80% | Reduce -3.5% | 1,132,408 | $170.4M |
| Royal Bank of Canada | 0.04% | Add +7.2% | 1,087,539 | $163.7M |
| Park Avenue Securities LLC | 1.96% | Add +1.3% | 1,068,282 | $160.8M |
| Parker Investment Management, LLC | 25.57% | Add +44.6% | 1,067,765 | $160.7M |
| 1832 Asset Management L.P. | 0.28% | Add +173.9% | 1,022,598 | $153.9M |
| Raymond James Financial Services Advisors, Inc. | 0.20% | Add +8.2% | 954,317 | $143.6M |
| Commonwealth Equity Services, LLC | 0.22% | Add +3.3% | 916,315 | $137.9M |
| MML Investors Services, LLC | 0.53% | Reduce -3.8% | 873,978 | $131.5M |
| Cetera Investment Advisers | 0.26% | Add +0.9% | 750,041 | $112.9M |
| RiverFront Investment Group, LLC | 2.91% | Add +7.4% | 725,878 | $109.2M |
| OneDigital Investment Advisors LLC | 1.32% | Add +40.3% | 699,603 | $105.3M |
| Janney Montgomery Scott LLC | 0.31% | Reduce -0.2% | 680,972 | $102.5M |
| Dynasty Wealth Management, LLC | 2.84% | Reduce -27.4% | 641,030 | $96.5M |
| Raymond James & Associates | 0.06% | Add +12.3% | 621,436 | $93.5M |
| HSBC Holdings PLC | 0.06% | Add +1170.2% | 572,587 | $86.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +59.5% | 563,886 | $84.9M |
| Stifel Financial Corp. | 0.08% | Add +12.2% | 474,823 | $71.5M |
| NewEdge Advisors, LLC | 0.46% | Add +22.4% | 419,852 | $63.2M |
| Osaic Holdings, Inc. | 0.15% | Reduce -11.5% | 419,183 | $63.1M |
| United Capital Financial Advisors, LLC | 0.53% | Reduce -3.9% | 411,848 | $62.0M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.4% | 407,188 | $61.3M |
| Two Sigma Investments, LP | 0.14% | Add +47.6% | 380,500 | $57.3M |
| Captrust Financial Advisors | 0.18% | Reduce -5.3% | 379,924 | $57.2M |
| Portfolio Strategies, Inc. | 7.49% | Add +34.6% | 364,979 | $54.9M |
| Bank of New York Mellon Corp | 0.01% | Add +6.9% | 358,761 | $54.0M |
| Avantax Advisory Services, Inc. | 0.37% | Add +1.9% | 349,195 | $52.6M |
| Quotient Wealth Partners, LLC | 1.83% | Reduce -5.9% | 347,203 | $52.3M |
| Sanctuary Advisors, LLC | 0.36% | — | 381,462 | $50.0M |
| CW Advisors, LLC | 0.79% | Reduce -1.7% | 330,709 | $49.8M |
| Kestra Advisory Services, LLC | 0.26% | Add +8.8% | 324,339 | $46.4M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Reduce -3.5% | 304,086 | $45.8M |
| JB Capital LLC | 2.80% | Reduce -0.6% | 297,034 | $44.7M |
| Prudential Financial Inc. | 0.07% | Add +2.9% | 294,374 | $44.3M |
| Two Sigma Advisers, LP | 0.09% | Add +62.7% | 258,900 | $39.0M |
| J.W. Cole Advisors, Inc. | 1.76% | Add +71.7% | 248,882 | $37.5M |
| Thrivent Financial for Lutherans | 0.07% | Add +9.2% | 232,431 | $35.0M |
| HighTower Advisors, LLC | 0.05% | Reduce -4.7% | 232,383 | $35.0M |
| Foundations Investment Advisors, LLC | 0.80% | Add +3.8% | 218,612 | $32.9M |
| Howard Capital Management Group, LLC | 2.29% | Add +1.1% | 206,608 | $31.1M |
| Apexium Financial, LP | 2.17% | Add +1.5% | 201,993 | $30.4M |
| First Merchants Corp. | 1.22% | Reduce -4.4% | 201,514 | $30.3M |
| AE Wealth Management LLC | 0.28% | Add +38.7% | 189,077 | $28.5M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +14.4% | 186,322 | $28.0M |
| BNP Paribas Financial Markets | 0.03% | Add +2390.1% | 184,789 | $27.8M |
| Integrated Wealth Concepts LLC | 0.38% | Add +2.7% | 184,010 | $27.7M |
| Mariner, LLC | 0.05% | Add +4.9% | 181,907 | $27.4M |
| Advisory Services Network, LLC | 0.56% | Add +5.5% | 180,943 | $27.2M |
| Commerce Bank | 0.18% | Reduce -0.4% | 180,021 | $27.1M |
| Private Advisor Group, LLC | 0.18% | Reduce -3.0% | 175,198 | $26.4M |
| Stratos Wealth Partners, LTD. | 0.42% | Add +1.9% | 173,410 | $26.1M |
| Atria Wealth Solutions, Inc. | 0.27% | Add +1.2% | 163,384 | $24.6M |
| Truist Financial Corp. | 0.04% | Add +4.3% | 159,797 | $24.0M |
| SPC Financial, Inc. | 2.05% | Reduce -0.3% | 147,247 | $22.2M |
| Advocacy Wealth Management, LLC | 1.76% | Add +0.3% | 141,370 | $21.3M |
| Atria Investments, Inc | 0.27% | Add +0.8% | 139,290 | $21.0M |
| Austin Private Wealth, LLC | 2.16% | Add +10.0% | 133,580 | $20.1M |
| Perigon Wealth Management, LLC | 0.57% | Add +3.7% | 131,613 | $19.8M |
| US Bancorp \de | 0.03% | Reduce -2.4% | 128,814 | $19.4M |
| Alera Investment Advisors, LLC | 2.31% | New | 127,470 | $19.2M |
| MA Private Wealth | 3.68% | Reduce -1.0% | 123,663 | $18.6M |
| Capital Investment Advisors, LLC | 0.41% | Reduce -0.8% | 121,401 | $18.3M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -9.4% | 120,668 | $18.2M |
| Prospera Financial Services Inc | 0.50% | Add +1.9% | 118,467 | $17.8M |
| Stillwater Capital Advisors, LLC | 2.47% | Reduce -1.5% | 117,738 | $17.7M |
| Creative Planning | 0.02% | Add +0.7% | 116,882 | $17.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.8% | 116,662 | $17.6M |
| Axiom Advisory, LLC | 0.19% | Add +6202.0% | 126,922 | $17.5M |
| Commonwealth Financial Services, LLC | 3.56% | Add +23.4% | 110,435 | $17.3M |
| Tritonpoint Wealth, LLC | 1.64% | Reduce -2.0% | 113,031 | $17.0M |
| Schroder Investment Management Group | 0.02% | Add +28.4% | 109,771 | $16.5M |
| CFS Investment Advisory Services, LLC | 1.30% | New | 106,813 | $16.1M |
| First Citizens Financial Corp | 9.51% | Add +0.8% | 106,810 | $16.1M |
| Bank of Montreal | 0.00% | Reduce -10.5% | 104,589 | $15.9M |
| Mendel Capital Management LLC | 10.15% | Reduce -3.0% | 104,319 | $15.7M |
| AdvisorNet Financial, Inc | 1.42% | Add +17.1% | 103,582 | $15.6M |
| Icon Wealth Advisors, LLC | 1.38% | Reduce -5.0% | 106,318 | $15.6M |
| First Horizon Advisors, Inc. | 0.46% | Add +2.7% | 99,619 | $15.0M |
| Farther Finance Advisors, LLC | 0.71% | Add +28.5% | 96,701 | $14.7M |
| Partners Capital Investment Group, LLP | 0.24% | Add +8.1% | 95,969 | $14.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.55% | Add +15.5% | 93,299 | $14.0M |
| CreativeOne Wealth, LLC | 0.70% | Reduce -32.2% | 92,251 | $13.9M |
| Horst & Graben Wealth Management LLC | 2.65% | Reduce -2.1% | 92,232 | $13.9M |
| CIBC Private Wealth Group LLC | 0.03% | Reduce -1.9% | 85,388 | $13.4M |
| Invst, LLC | 1.47% | Add +16.2% | 87,634 | $13.3M |
| SteelPeak Wealth, LLC | 0.62% | Add +4.7% | 86,776 | $13.1M |
| Brookstone Capital Management | 0.21% | Add +12.3% | 85,887 | $12.9M |
| IHT Wealth Management, LLC | 0.47% | Add +185.9% | 84,558 | $12.7M |
| Rollins Financial Advisors, LLC | 2.16% | Reduce -1.2% | 83,741 | $12.6M |
| Townsquare Capital LLC | 0.17% | Add +6.6% | 81,415 | $12.3M |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.