iShares Ustechnology ETFIYWETF
13F holders, Q1 2025 (March 31)1,100holders −52
58new positions
93sold out
6famous investors
$140.52avg. 13F price*
At the end of Q1 2025, 1,100 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, down 52 from Q4 2024. 58 opened new positions and 93 sold out. The largest holders were Envestnet Asset Management Inc. ($1.4B), Morgan Stanley ($836.0M) and LPL Financial LLC ($749.4M). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $59.7M |
| Exits | 93 | $66.3M |
All 13F filers, Q4 2024 → Q1 2025: 4,921,847 shares bought and 2,619,192 shares sold, net +2,302,655 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,100 holders
| Envestnet Asset Management Inc. | 0.46% | Reduce -0.7% | 10,121,577 | $1.4B |
| Morgan Stanley | 0.06% | Add +1.7% | 5,952,408 | $836.0M |
| LPL Financial LLC | 0.29% | Add +4.4% | 5,335,760 | $749.4M |
| PGIM Custom Harvest LLC | 15.20% | Add +4.4% | 4,528,761 | $636.0M |
| Bank of America Corp. | 0.06% | Add +4.4% | 4,484,747 | $629.8M |
| JPMorgan Chase & Co. | 0.04% | Reduce -2.2% | 3,344,640 | $469.7M |
| UBS Group AG | 0.06% | Reduce -4.2% | 1,870,638 | $262.7M |
| Raymond James Financial Inc. | 0.08% | Reduce -6.5% | 1,501,234 | $210.8M |
| Wells Fargo & Company | 0.05% | Add +4.3% | 1,484,829 | $208.5M |
| Dynasty Wealth Management, LLC | 3.06% | Reduce -6.8% | 1,308,001 | $183.7M |
| Two Sigma Investments, LP | 0.39% | Add +65.1% | 1,218,124 | $171.1M |
| Ameriprise Financial Inc. | 0.04% | Reduce -5.8% | 1,129,480 | $158.5M |
| Cwm, LLC | 0.59% | Reduce -3.0% | 1,047,713 | $147.1M |
| Royal Bank of Canada | 0.03% | Reduce -2.7% | 1,043,316 | $146.5M |
| Manufacturers Life Insurance Company, The | 0.14% | Add +113.3% | 1,021,938 | $143.5M |
| Park Avenue Securities LLC | 1.67% | Add +3.7% | 966,309 | $135.7M |
| Commonwealth Equity Services, LLC | 0.19% | Add +8.3% | 945,244 | $132.8M |
| Envestnet Portfolio Solutions, Inc. | 0.50% | Reduce -26.0% | 928,411 | $130.4M |
| MML Investors Services, LLC | 0.43% | Add +8.2% | 920,001 | $129.2M |
| RiverFront Investment Group, LLC | 2.62% | Add +3.1% | 838,208 | $117.7M |
| BlackRock, Inc. | 0.00% | Add +2.3% | 829,472 | $116.5M |
| HSBC Holdings PLC | 0.07% | Add +0.0% | 763,350 | $107.2M |
| Cetera Investment Advisers | 0.19% | Add +1.5% | 703,233 | $98.8M |
| OneDigital Investment Advisors LLC | 1.09% | Reduce -0.1% | 656,978 | $92.3M |
| Janney Montgomery Scott LLC | 0.25% | Add +2.2% | 620,840 | $87.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.3% | 584,484 | $82.1M |
| NewEdge Advisors, LLC | 0.48% | Add +9.3% | 575,669 | $80.8M |
| Sagespring Wealth Partners, LLC | 1.97% | Reduce -1.6% | 556,840 | $78.2M |
| Stifel Financial Corp. | 0.08% | Add +2.4% | 508,710 | $71.4M |
| Osaic Holdings, Inc. | 0.13% | Reduce -7.2% | 417,579 | $58.7M |
| Sofi Wealth, LLC | 4.28% | Add +4780.8% | 405,256 | $56.9M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.4% | 379,904 | $53.4M |
| Quotient Wealth Partners, LLC | 1.70% | Add +4.2% | 379,814 | $53.3M |
| Bank of New York Mellon Corp | 0.01% | Add +9.1% | 376,895 | $52.9M |
| HighTower Advisors, LLC | 0.07% | Add +2.7% | 375,924 | $52.8M |
| Kestra Advisory Services, LLC | 0.25% | Add +3.1% | 362,246 | $50.9M |
| Portfolio Strategies, Inc. | 7.66% | Reduce -0.5% | 352,319 | $49.5M |
| United Capital Financial Advisors, LLC | 0.41% | Reduce -1.5% | 344,441 | $48.4M |
| Captrust Financial Advisors | 0.12% | Reduce -1.6% | 339,574 | $47.7M |
| Sanctuary Advisors, LLC | 0.33% | Reduce -0.0% | 334,002 | $46.9M |
| Avantax Advisory Services, Inc. | 0.28% | Reduce -9.6% | 327,183 | $45.9M |
| Ashton Thomas Private Wealth, LLC | 1.74% | Add +597.9% | 322,863 | $45.3M |
| CW Advisors, LLC | 0.54% | Reduce -3.7% | 318,535 | $44.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +16.2% | 316,672 | $44.5M |
| Parker Investment Management, LLC | 7.77% | Reduce -42.9% | 309,444 | $43.5M |
| Thrivent Financial for Lutherans | 0.10% | Add +1.0% | 278,155 | $43.3M |
| Foundations Investment Advisors, LLC | 0.74% | Add +12.9% | 286,146 | $40.2M |
| JB Capital LLC | 2.18% | Add +7.5% | 281,513 | $39.5M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +9.3% | 279,640 | $39.3M |
| Rockefeller Capital Management L.P. | 0.09% | Add +120.5% | 264,401 | $37.1M |
| Atlas Legacy Advisors, LLC | 8.46% | Reduce -7.3% | 222,465 | $33.3M |
| Private Advisor Group, LLC | 0.19% | Add +6.3% | 221,847 | $31.2M |
| Merit Financial Group, LLC | 0.43% | Add +147.5% | 206,402 | $29.0M |
| Stratos Wealth Partners, LTD. | 0.44% | Add +9.6% | 202,611 | $28.5M |
| Apexium Financial, LP | 1.68% | Reduce -2.9% | 200,929 | $28.2M |
| Howard Capital Management Group, LLC | 2.15% | Reduce -3.8% | 196,742 | $27.6M |
| Advocacy Wealth Management, LLC | 1.84% | Add +11.8% | 192,302 | $27.0M |
| First Merchants Corp. | 1.05% | Reduce -5.5% | 186,559 | $26.2M |
| Advisory Services Network, LLC | 0.50% | Add +14.9% | 185,992 | $26.1M |
| Mariner, LLC | 0.04% | Reduce -2.2% | 183,794 | $25.8M |
| Truist Financial Corp. | 0.04% | Add +9.1% | 169,773 | $23.8M |
| Creative Planning | 0.02% | Add +36.5% | 169,052 | $23.7M |
| Commerce Bank | 0.15% | Reduce -2.7% | 166,928 | $23.4M |
| Ascent Group, LLC | 0.96% | Add +251.7% | 158,880 | $22.3M |
| AE Wealth Management LLC | 0.18% | Add +10.1% | 150,358 | $21.1M |
| Atria Wealth Solutions, Inc. | 0.25% | Reduce -4.1% | 145,440 | $20.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +12.4% | 143,291 | $20.1M |
| Austin Private Wealth, LLC | 1.72% | Add +9.3% | 136,271 | $19.1M |
| Perennial Investment Advisors, LLC | 2.13% | Add +21.0% | 134,754 | $18.9M |
| CreativeOne Wealth, LLC | 0.56% | Reduce -0.8% | 134,005 | $18.8M |
| SPC Financial, Inc. | 1.65% | Reduce -0.6% | 133,965 | $18.8M |
| Jones Financial Companies LLLP | 0.02% | Add +25.1% | 128,778 | $18.1M |
| Equitable Holdings, Inc. | 0.17% | Add +27.8% | 126,123 | $17.7M |
| Atria Investments, Inc | 0.23% | Add +12.4% | 125,630 | $17.6M |
| IHT Wealth Management, LLC | 0.53% | Add +9.6% | 121,355 | $17.0M |
| Integrated Wealth Concepts LLC | 0.20% | Add +3.8% | 120,996 | $17.0M |
| Prospera Financial Services Inc | 0.39% | Reduce -0.0% | 120,213 | $16.9M |
| MA Private Wealth | 3.15% | Add +1.1% | 119,366 | $16.8M |
| Compound Planning, Inc. | 0.74% | Add +11.6% | 114,734 | $16.1M |
| Integrity Alliance, Llc. | 0.64% | Add +46.2% | 114,697 | $16.1M |
| Perigon Wealth Management, LLC | 0.41% | Reduce -10.2% | 113,520 | $15.9M |
| Capital Investment Advisors, LLC | 0.31% | Reduce -2.7% | 112,873 | $15.9M |
| Stillwater Capital Advisors, LLC | 2.20% | Add +2.1% | 112,020 | $15.7M |
| US Bancorp \de | 0.02% | Reduce -0.7% | 111,638 | $15.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.23% | Add +6.6% | 109,465 | $15.5M |
| Tritonpoint Wealth, LLC | 1.45% | Reduce -3.0% | 108,746 | $15.3M |
| Icon Wealth Advisors, LLC | 1.26% | Add +12.3% | 108,643 | $15.3M |
| Partners Capital Investment Group, LLP | 0.25% | Add +19.1% | 105,813 | $14.9M |
| Farther Finance Advisors, LLC | 0.37% | Add +6.1% | 103,219 | $14.6M |
| First Citizens Financial Corp | 8.22% | Reduce -0.1% | 103,471 | $14.5M |
| Patton Albertson Miller Group, LLC | 2.14% | Add +28.9% | 102,701 | $14.4M |
| Bank of Montreal | 0.01% | Add +1.4% | 102,693 | $14.4M |
| CFS Investment Advisory Services, LLC | 1.24% | Add +0.5% | 98,847 | $13.9M |
| Lifelong Wealth Advisors, Inc. | 6.28% | Reduce -0.0% | 95,423 | $13.4M |
| Mendel Capital Management LLC | 7.99% | Reduce -1.5% | 93,965 | $13.2M |
| First Horizon Advisors, Inc. | 0.36% | Add +1.8% | 92,067 | $12.9M |
| Shepherd Financial Partners LLC | 1.45% | New | 88,240 | $12.4M |
| Ciovacco Capital Management LLC | 8.50% | Reduce -2.2% | 86,412 | $12.1M |
| Horst & Graben Wealth Management LLC | 2.13% | Add +0.6% | 84,623 | $11.9M |
| HC Advisors, LLC | 8.85% | Add +11.5% | 84,182 | $11.8M |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.