iShares Ustechnology ETFIYWETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 1,073 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 41 from Q2 2024. 81 opened new positions and 47 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6B), Morgan Stanley ($888.1M) and PGIM Custom Harvest LLC ($685.4M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares Ustechnology ETF
- CUSIP
- 464287721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $75.6M |
| Exits | 47 | $39.5M |
All 13F filers, Q2 2024 → Q3 2024: 3,536,323 shares bought and 5,473,560 shares sold, net −1,937,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,073 holders
| Envestnet Asset Management Inc. | 0.53% | Reduce -9.1% | 10,735,715 | $1.6B |
| Morgan Stanley | 0.06% | Add +0.9% | 5,857,254 | $888.1M |
| PGIM Custom Harvest LLC | 13.87% | Reduce -1.8% | 4,520,492 | $685.4M |
| Bank of America Corp. | 0.06% | Reduce -2.7% | 4,271,100 | $647.6M |
| LPL Financial LLC | 0.28% | Add +2.9% | 4,133,439 | $626.7M |
| JPMorgan Chase & Co. | 0.04% | Reduce -6.2% | 3,106,276 | $471.0M |
| UBS Group AG | 0.08% | Reduce -6.9% | 1,969,553 | $298.6M |
| BlackRock, Inc. | 0.00% | — | 1,426,653 | $216.3M |
| Envestnet Portfolio Solutions, Inc. | 0.63% | Reduce -8.3% | 1,274,111 | $193.2M |
| Royal Bank of Canada | 0.04% | Add +14.9% | 1,249,601 | $189.5M |
| Wells Fargo & Company | 0.05% | Add +0.3% | 1,246,252 | $189.0M |
| Ameriprise Financial Inc. | 0.05% | Add +2.6% | 1,241,895 | $188.3M |
| 1832 Asset Management L.P. | 0.31% | Add +19.1% | 1,218,315 | $184.7M |
| Cwm, LLC | 0.72% | Reduce -2.5% | 1,104,002 | $167.4M |
| Raymond James Financial Services Advisors, Inc. | 0.19% | Add +0.9% | 963,013 | $146.0M |
| Park Avenue Securities LLC | 1.56% | Reduce -14.5% | 913,398 | $138.5M |
| Dynasty Wealth Management, LLC | 4.13% | Add +41.5% | 906,996 | $136.6M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -6.2% | 859,435 | $130.3M |
| MML Investors Services, LLC | 0.46% | Reduce -5.5% | 825,812 | $125.2M |
| RiverFront Investment Group, LLC | 2.76% | Add +6.5% | 773,426 | $117.3M |
| Cetera Investment Advisers | 0.24% | Reduce -3.0% | 727,730 | $110.3M |
| OneDigital Investment Advisors LLC | 1.24% | Add +2.1% | 714,361 | $108.3M |
| Raymond James & Associates | 0.06% | Add +1.6% | 631,178 | $95.7M |
| Janney Montgomery Scott LLC | 0.26% | Reduce -8.4% | 623,596 | $94.5M |
| Two Sigma Investments, LP | 0.22% | Add +63.0% | 620,100 | $94.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.2% | 565,070 | $85.7M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +4550.8% | 553,450 | $83.9M |
| Parker Investment Management, LLC | 13.14% | Reduce -49.8% | 535,888 | $81.3M |
| Stifel Financial Corp. | 0.07% | Reduce -2.0% | 465,365 | $70.6M |
| NewEdge Advisors, LLC | 0.44% | Add +6.3% | 446,312 | $67.7M |
| Osaic Holdings, Inc. | 0.14% | Reduce -2.9% | 407,140 | $61.8M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -3.1% | 394,553 | $59.8M |
| United Capital Financial Advisors, LLC | 0.47% | Reduce -8.8% | 375,380 | $56.9M |
| Captrust Financial Advisors | 0.16% | Reduce -4.5% | 362,796 | $55.0M |
| HighTower Advisors, LLC | 0.08% | Add +55.1% | 360,435 | $54.6M |
| Portfolio Strategies, Inc. | 7.37% | Reduce -1.4% | 359,981 | $54.6M |
| Quotient Wealth Partners, LLC | 1.79% | Add +3.6% | 359,589 | $54.5M |
| Avantax Advisory Services, Inc. | 0.35% | Add +0.2% | 349,973 | $53.1M |
| Bank of New York Mellon Corp | 0.01% | Reduce -3.7% | 345,501 | $52.4M |
| CW Advisors, LLC | 0.66% | Reduce -1.6% | 325,270 | $49.3M |
| Kestra Advisory Services, LLC | 0.27% | Reduce -0.7% | 322,132 | $48.8M |
| Sanctuary Advisors, LLC | 0.31% | Reduce -19.9% | 305,475 | $48.6M |
| Cambridge Investment Research Advisors, Inc. | 0.15% | Reduce -4.9% | 289,217 | $43.9M |
| Thrivent Financial for Lutherans | 0.08% | Add +18.8% | 276,060 | $41.9M |
| JB Capital LLC | 2.35% | Reduce -9.1% | 270,031 | $40.9M |
| Prudential Financial Inc. | 0.06% | Reduce -11.3% | 261,047 | $39.6M |
| Foundations Investment Advisors, LLC | 0.82% | Add +17.7% | 257,260 | $39.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +30.6% | 243,325 | $36.9M |
| Howard Capital Management Group, LLC | 2.22% | Add +1.1% | 208,920 | $31.7M |
| Apexium Financial, LP | 2.05% | Add +1.4% | 204,785 | $31.0M |
| Private Advisor Group, LLC | 0.19% | Add +15.5% | 202,284 | $30.7M |
| First Merchants Corp. | 1.16% | Reduce -1.0% | 199,522 | $30.3M |
| J.W. Cole Advisors, Inc. | 1.24% | Reduce -21.7% | 194,980 | $29.6M |
| Stratos Wealth Partners, LTD. | 0.43% | Add +12.1% | 194,375 | $29.5M |
| Advisory Services Network, LLC | 0.56% | No change | 180,943 | $27.2M |
| AE Wealth Management LLC | 0.24% | Reduce -7.9% | 174,217 | $26.4M |
| Commerce Bank | 0.16% | Reduce -3.3% | 174,106 | $26.4M |
| Mariner, LLC | 0.05% | Reduce -5.0% | 172,731 | $26.2M |
| Integrated Wealth Concepts LLC | 0.31% | Reduce -8.7% | 167,980 | $25.5M |
| Advocacy Wealth Management, LLC | 1.92% | Add +14.3% | 161,586 | $24.5M |
| Two Sigma Advisers, LP | 0.06% | Reduce -38.0% | 160,500 | $24.3M |
| Atria Wealth Solutions, Inc. | 0.26% | Reduce -2.5% | 159,233 | $24.1M |
| Truist Financial Corp. | 0.04% | Reduce -4.5% | 152,656 | $23.1M |
| CreativeOne Wealth, LLC | 0.72% | Add +51.0% | 139,264 | $21.1M |
| SPC Financial, Inc. | 1.81% | Reduce -8.0% | 135,422 | $20.5M |
| Perigon Wealth Management, LLC | 0.52% | Reduce -2.9% | 127,789 | $19.4M |
| Apollon Wealth Management, LLC | 0.55% | Add +179.1% | 127,307 | $19.3M |
| Axiom Advisory, LLC | 0.18% | Add +1.7% | 129,025 | $19.0M |
| Austin Private Wealth, LLC | 1.86% | Reduce -7.0% | 124,298 | $18.8M |
| Alera Investment Advisors, LLC | 2.20% | Reduce -2.9% | 123,813 | $18.8M |
| US Bancorp \de | 0.02% | Reduce -7.4% | 119,251 | $18.1M |
| Capital Investment Advisors, LLC | 0.37% | Reduce -1.9% | 119,049 | $18.1M |
| Atria Investments, Inc | 0.22% | Reduce -14.7% | 118,853 | $18.0M |
| Prospera Financial Services Inc | 0.46% | Reduce -0.3% | 118,116 | $17.9M |
| MA Private Wealth | 3.32% | Reduce -5.3% | 117,089 | $17.8M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -3.1% | 116,957 | $17.7M |
| Creative Planning | 0.02% | Reduce -0.1% | 116,754 | $17.7M |
| IHT Wealth Management, LLC | 0.47% | Add +30.0% | 109,932 | $16.7M |
| Stillwater Capital Advisors, LLC | 2.15% | Reduce -6.8% | 109,752 | $16.6M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -7.8% | 107,565 | $16.3M |
| Bank of Montreal | 0.01% | Add +1.9% | 106,630 | $16.1M |
| Tritonpoint Wealth, LLC | 1.47% | Reduce -5.7% | 106,610 | $16.1M |
| First Citizens Financial Corp | 8.49% | Reduce -0.9% | 105,798 | $16.0M |
| Partners Capital Investment Group, LLP | 0.26% | Add +10.2% | 105,797 | $16.0M |
| Commonwealth Financial Services, LLC | 3.10% | Reduce -4.1% | 105,874 | $15.7M |
| AdvisorNet Financial, Inc | 1.17% | Reduce -0.3% | 103,218 | $15.6M |
| CFS Investment Advisory Services, LLC | 1.31% | Reduce -3.5% | 103,027 | $15.6M |
| Farther Finance Advisors, LLC | 0.58% | Add +5.4% | 101,947 | $15.5M |
| Icon Wealth Advisors, LLC | 1.28% | Reduce -4.8% | 101,196 | $15.3M |
| Corient Private Wealth LP | 0.02% | Add +26.2% | 98,206 | $14.9M |
| First Horizon Advisors, Inc. | 0.41% | Reduce -1.8% | 97,823 | $14.8M |
| Mendel Capital Management LLC | 9.08% | Reduce -6.4% | 97,608 | $14.8M |
| HSBC Holdings PLC | 0.01% | Reduce -83.0% | 97,483 | $14.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.23% | Add +1.8% | 94,997 | $14.4M |
| Compound Planning, Inc. | 0.88% | Add +17.8% | 92,854 | $14.1M |
| Equitable Holdings, Inc. | 0.13% | Add +39.1% | 91,767 | $13.9M |
| Horst & Graben Wealth Management LLC | 2.45% | Reduce -2.4% | 89,994 | $13.6M |
| Horizon Wealth Management, LLC | 2.68% | Add +3482.2% | 88,517 | $13.4M |
| Ciovacco Capital Management LLC | 7.82% | Add +18.1% | 88,214 | $13.4M |
| CIBC Private Wealth Group LLC | 0.02% | Add +0.7% | 85,952 | $13.0M |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.