iShares Ustechnology ETFIYWETF
13F holders, Q4 2024 (December 31)1,152holders +79
55new positions
43sold out
5famous investors
$159.48avg. 13F price*
At the end of Q4 2024, 1,152 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 79 from Q3 2024. 55 opened new positions and 43 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6B), Morgan Stanley ($933.6M) and LPL Financial LLC ($815.4M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Ustechnology ETF
- CUSIP
- 464287721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $32.9M |
| Exits | 43 | $102.1M |
All 13F filers, Q3 2024 → Q4 2024: 4,306,675 shares bought and 5,312,549 shares sold, net −1,005,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,152 holders
| Envestnet Asset Management Inc. | 0.52% | Reduce -5.1% | 10,190,956 | $1.6B |
| Morgan Stanley | 0.07% | Reduce -0.1% | 5,852,278 | $933.6M |
| LPL Financial LLC | 0.33% | Add +23.7% | 5,111,322 | $815.4M |
| PGIM Custom Harvest LLC | 13.52% | Reduce -4.1% | 4,336,753 | $691.8M |
| Bank of America Corp. | 0.06% | Add +0.6% | 4,297,527 | $685.5M |
| JPMorgan Chase & Co. | 0.04% | Add +10.1% | 3,420,965 | $545.7M |
| UBS Group AG | 0.07% | Reduce -0.9% | 1,952,305 | $311.4M |
| Raymond James Financial Inc. | 0.09% | — | 1,605,731 | $256.1M |
| Wells Fargo & Company | 0.05% | Add +14.2% | 1,423,744 | $227.1M |
| Dynasty Wealth Management, LLC | 3.86% | Add +54.8% | 1,404,039 | $224.0M |
| Envestnet Portfolio Solutions, Inc. | 0.65% | Reduce -1.5% | 1,254,978 | $200.2M |
| Ameriprise Financial Inc. | 0.05% | Reduce -3.5% | 1,198,391 | $191.1M |
| Cwm, LLC | 0.71% | Reduce -2.2% | 1,079,917 | $172.3M |
| Royal Bank of Canada | 0.04% | Reduce -14.2% | 1,072,099 | $171.0M |
| Park Avenue Securities LLC | 1.53% | Add +2.0% | 931,780 | $148.6M |
| Commonwealth Equity Services, LLC | 0.20% | Add +1.6% | 873,105 | $139.3M |
| MML Investors Services, LLC | 0.47% | Add +3.0% | 850,386 | $135.7M |
| RiverFront Investment Group, LLC | 2.95% | Add +5.1% | 812,668 | $129.6M |
| BlackRock, Inc. | 0.00% | Reduce -43.2% | 810,617 | $129.3M |
| HSBC Holdings PLC | 0.08% | Add +682.9% | 763,232 | $121.8M |
| Two Sigma Investments, LP | 0.28% | Add +19.0% | 737,924 | $117.7M |
| Cetera Investment Advisers | 0.23% | Reduce -4.8% | 692,586 | $110.5M |
| OneDigital Investment Advisors LLC | 1.22% | Reduce -8.0% | 657,463 | $104.9M |
| Janney Montgomery Scott LLC | 0.27% | Reduce -2.6% | 607,648 | $96.9M |
| Goldman Sachs Group Inc. | 0.02% | Add +3.2% | 583,027 | $93.0M |
| Sagespring Wealth Partners, LLC | 2.38% | — | 565,671 | $90.2M |
| Parker Investment Management, LLC | 13.47% | Add +1.1% | 541,925 | $86.4M |
| NewEdge Advisors, LLC | 0.50% | Add +18.0% | 526,572 | $84.0M |
| Stifel Financial Corp. | 0.08% | Add +6.7% | 496,590 | $79.2M |
| Manufacturers Life Insurance Company, The | 0.07% | Reduce -13.4% | 479,122 | $76.4M |
| Osaic Holdings, Inc. | 0.15% | Add +10.6% | 450,092 | $67.0M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.3% | 389,359 | $62.1M |
| HighTower Advisors, LLC | 0.08% | Add +1.6% | 366,122 | $58.4M |
| Quotient Wealth Partners, LLC | 1.90% | Add +1.3% | 364,362 | $58.1M |
| Avantax Advisory Services, Inc. | 0.36% | Add +3.4% | 362,009 | $57.7M |
| Portfolio Strategies, Inc. | 8.01% | Reduce -1.7% | 353,960 | $56.5M |
| Kestra Advisory Services, LLC | 0.31% | Add +9.1% | 351,433 | $56.1M |
| United Capital Financial Advisors, LLC | 0.47% | Reduce -6.9% | 349,564 | $55.8M |
| Bank of New York Mellon Corp | 0.01% | Add +0.0% | 345,595 | $55.1M |
| Captrust Financial Advisors | 0.16% | Reduce -4.9% | 345,087 | $55.0M |
| Sanctuary Advisors, LLC | 0.34% | Add +9.4% | 334,123 | $53.6M |
| CW Advisors, LLC | 0.73% | Add +1.7% | 330,921 | $52.8M |
| Thrivent Financial for Lutherans | 0.09% | Reduce -0.2% | 275,408 | $44.1M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +12.0% | 272,595 | $43.5M |
| JB Capital LLC | 2.34% | Reduce -3.0% | 261,921 | $41.8M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -11.6% | 255,741 | $40.8M |
| Foundations Investment Advisors, LLC | 0.78% | Reduce -1.5% | 253,382 | $40.4M |
| Atlas Legacy Advisors, LLC | 9.28% | — | 240,052 | $38.3M |
| Private Advisor Group, LLC | 0.19% | Add +3.2% | 208,775 | $33.3M |
| Apexium Financial, LP | 2.00% | Add +1.0% | 206,846 | $33.0M |
| Howard Capital Management Group, LLC | 2.23% | Reduce -2.1% | 204,423 | $32.6M |
| First Merchants Corp. | 1.21% | Reduce -1.1% | 197,391 | $31.5M |
| Mariner, LLC | 0.05% | Add +8.8% | 187,947 | $30.0M |
| Stratos Wealth Partners, LTD. | 0.42% | Reduce -4.9% | 184,887 | $29.5M |
| Advocacy Wealth Management, LLC | 2.09% | Add +6.5% | 172,049 | $27.4M |
| Commerce Bank | 0.17% | Reduce -1.5% | 171,496 | $27.4M |
| Advisory Services Network, LLC | 0.48% | Reduce -10.5% | 161,921 | $25.8M |
| Truist Financial Corp. | 0.04% | Add +1.9% | 155,631 | $24.8M |
| Atria Wealth Solutions, Inc. | 0.27% | Reduce -4.8% | 151,613 | $24.2M |
| AE Wealth Management LLC | 0.18% | Reduce -21.6% | 136,517 | $21.8M |
| CreativeOne Wealth, LLC | 0.66% | Reduce -3.0% | 135,146 | $21.6M |
| SPC Financial, Inc. | 1.87% | Reduce -0.5% | 134,804 | $21.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +18.5% | 127,506 | $20.3M |
| Perigon Wealth Management, LLC | 0.49% | Reduce -1.1% | 126,404 | $20.1M |
| Austin Private Wealth, LLC | 1.87% | Add +0.3% | 124,724 | $19.9M |
| Creative Planning | 0.02% | Add +6.0% | 123,810 | $19.8M |
| Prospera Financial Services Inc | 0.45% | Add +1.8% | 120,247 | $19.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +2.5% | 119,896 | $19.1M |
| MA Private Wealth | 3.52% | Add +0.8% | 118,089 | $18.8M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -30.6% | 116,516 | $18.6M |
| Capital Investment Advisors, LLC | 0.38% | Reduce -2.6% | 115,955 | $18.5M |
| US Bancorp \de | 0.02% | Reduce -5.7% | 112,429 | $17.9M |
| Tritonpoint Wealth, LLC | 1.62% | Add +5.1% | 112,066 | $17.9M |
| J.W. Cole Advisors, Inc. | 0.72% | Reduce -42.6% | 111,842 | $17.8M |
| Atria Investments, Inc | 0.22% | Reduce -5.9% | 111,813 | $17.8M |
| Perennial Investment Advisors, LLC | 2.10% | Add +44.1% | 111,366 | $17.8M |
| IHT Wealth Management, LLC | 0.57% | Add +0.7% | 110,711 | $17.7M |
| Stillwater Capital Advisors, LLC | 2.17% | Reduce -0.0% | 109,743 | $17.5M |
| First Citizens Financial Corp | 8.97% | Reduce -2.0% | 103,631 | $16.5M |
| Jones Financial Companies LLLP | 0.02% | Add +45.8% | 102,930 | $16.4M |
| Compound Planning, Inc. | 0.83% | Add +10.8% | 102,841 | $16.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.33% | Add +8.1% | 102,687 | $16.4M |
| Bank of Montreal | 0.01% | Reduce -5.0% | 101,256 | $16.2M |
| Equitable Holdings, Inc. | 0.15% | Add +7.5% | 98,676 | $15.7M |
| CFS Investment Advisory Services, LLC | 1.41% | Reduce -4.5% | 98,408 | $15.7M |
| Farther Finance Advisors, LLC | 0.56% | Reduce -4.5% | 97,306 | $15.5M |
| Icon Wealth Advisors, LLC | 1.27% | Reduce -4.4% | 96,742 | $15.4M |
| Mendel Capital Management LLC | 9.23% | Reduce -2.3% | 95,392 | $15.2M |
| Lifelong Wealth Advisors, Inc. | 6.83% | — | 95,440 | $15.2M |
| First Horizon Advisors, Inc. | 0.40% | Reduce -7.5% | 90,468 | $14.4M |
| Partners Capital Investment Group, LLP | 0.39% | Reduce -16.1% | 88,808 | $14.2M |
| Ciovacco Capital Management LLC | 8.05% | Add +0.1% | 88,325 | $14.1M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -2.4% | 83,898 | $13.5M |
| Horst & Graben Wealth Management LLC | 2.39% | Reduce -6.6% | 84,087 | $13.4M |
| One Wealth Advisors, LLC | 1.97% | Reduce -0.1% | 83,423 | $13.3M |
| Merit Financial Group, LLC | 0.24% | Add +93.5% | 83,397 | $13.3M |
| Guerra Advisors Inc | 7.16% | — | 80,914 | $12.9M |
| Corient Private Wealth LP | 0.02% | Reduce -18.1% | 80,437 | $12.8M |
| Commonwealth Financial Services, LLC | 2.50% | Reduce -24.4% | 80,011 | $12.8M |
| Patton Albertson Miller Group, LLC | 1.70% | Add +26.4% | 79,673 | $12.7M |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.