iShares Ustechnology ETFIYWETF
13F holders, Q2 2025 (June 30)1,166holders +66
131new positions
55sold out
6famous investors
$173.27avg. 13F price*
At the end of Q2 2025, 1,166 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 66 from Q1 2025. 131 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($1.6B), Morgan Stanley ($1.0B) and LPL Financial LLC ($938.4M). 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 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 131 | $139.1M |
| Exits | 55 | $52.7M |
All 13F filers, Q1 2025 → Q2 2025: 4,103,694 shares bought and 6,317,286 shares sold, net −2,213,592 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,166 holders
| Envestnet Asset Management Inc. | 0.47% | Reduce -8.1% | 9,298,418 | $1.6B |
| Morgan Stanley | 0.07% | Reduce -0.2% | 5,940,167 | $1.0B |
| LPL Financial LLC | 0.31% | Add +1.5% | 5,416,010 | $938.4M |
| Bank of America Corp. | 0.06% | Add +2.7% | 4,605,305 | $798.0M |
| PGIM Custom Harvest LLC | 15.57% | Reduce -3.7% | 4,362,545 | $755.9M |
| JPMorgan Chase & Co. | 0.04% | Reduce -4.8% | 3,185,104 | $551.9M |
| UBS Group AG | 0.07% | Reduce -3.2% | 1,810,133 | $313.6M |
| Raymond James Financial Inc. | 0.10% | Add +6.5% | 1,598,623 | $277.0M |
| Wells Fargo & Company | 0.06% | Add +6.3% | 1,578,554 | $273.5M |
| HSBC Holdings PLC | 0.13% | Add +52.6% | 1,164,822 | $201.8M |
| Ameriprise Financial Inc. | 0.05% | Add +2.4% | 1,156,536 | $200.5M |
| Dynasty Wealth Management, LLC | 3.10% | Reduce -19.7% | 1,050,498 | $182.0M |
| Royal Bank of Canada | 0.03% | Reduce -5.8% | 982,887 | $170.3M |
| Cwm, LLC | 0.55% | Reduce -13.5% | 906,393 | $157.1M |
| MML Investors Services, LLC | 0.44% | Reduce -3.7% | 886,278 | $153.6M |
| Two Sigma Investments, LP | 0.29% | Reduce -27.7% | 880,824 | $152.6M |
| Park Avenue Securities LLC | 1.38% | Reduce -10.3% | 867,095 | $150.2M |
| RiverFront Investment Group, LLC | 2.91% | Add +2.8% | 861,595 | $149.3M |
| Manufacturers Life Insurance Company, The | 0.13% | Reduce -19.1% | 827,221 | $143.3M |
| Envestnet Portfolio Solutions, Inc. | 0.49% | Reduce -16.7% | 773,764 | $134.1M |
| Commonwealth Equity Services, LLC | 0.17% | Reduce -19.2% | 764,124 | $132.4M |
| Parker Investment Management, LLC | 18.61% | Add +126.4% | 700,717 | $121.4M |
| Cetera Investment Advisers | 0.20% | Reduce -3.4% | 679,018 | $117.7M |
| Janney Montgomery Scott LLC | 0.29% | Add +1.4% | 629,554 | $109.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +7.1% | 625,742 | $108.4M |
| OneDigital Investment Advisors LLC | 1.13% | Reduce -10.4% | 588,846 | $102.0M |
| Sagespring Wealth Partners, LLC | 1.95% | Reduce -6.2% | 522,502 | $90.5M |
| NewEdge Advisors, LLC | 0.46% | Reduce -10.1% | 517,376 | $89.6M |
| Stifel Financial Corp. | 0.08% | Reduce -4.8% | 484,538 | $84.0M |
| Osaic Holdings, Inc. | 0.14% | Add +9.2% | 455,807 | $78.8M |
| Sofi Wealth, LLC | 4.45% | Add +3.6% | 420,020 | $72.8M |
| Kestra Advisory Services, LLC | 0.34% | Add +10.1% | 398,674 | $69.1M |
| Quotient Wealth Partners, LLC | 1.95% | Add +0.8% | 382,977 | $66.4M |
| HighTower Advisors, LLC | 0.08% | Reduce -0.4% | 374,589 | $64.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.4% | 374,478 | $64.9M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +16.8% | 369,743 | $64.1M |
| Sanctuary Advisors, LLC | 0.38% | Add +6.9% | 356,960 | $61.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.7% | 355,456 | $61.6M |
| Portfolio Strategies, Inc. | 7.88% | Reduce -0.8% | 349,410 | $60.5M |
| Captrust Financial Advisors | 0.13% | Add +0.4% | 340,996 | $59.1M |
| Avantax Advisory Services, Inc. | 0.31% | Add +0.1% | 327,678 | $56.8M |
| CW Advisors, LLC | 0.53% | Reduce -0.7% | 316,228 | $54.8M |
| United Capital Financial Advisors, LLC | 0.44% | Reduce -8.5% | 315,106 | $54.6M |
| Foundations Investment Advisors, LLC | 0.86% | Add +9.8% | 314,185 | $54.4M |
| Rockefeller Capital Management L.P. | 0.11% | Add +6.9% | 282,556 | $49.0M |
| BlackRock, Inc. | 0.00% | Reduce -66.4% | 278,924 | $48.3M |
| Cambridge Investment Research Advisors, Inc. | 0.14% | Reduce -7.4% | 259,048 | $44.9M |
| NorthCoast Asset Management LLC | 0.18% | Add +11300.4% | 248,187 | $43.0M |
| Private Advisor Group, LLC | 0.23% | Add +10.1% | 244,327 | $42.3M |
| Merit Financial Group, LLC | 0.46% | Add +16.4% | 240,171 | $41.6M |
| JB Capital LLC | 1.93% | Reduce -18.5% | 229,398 | $39.7M |
| Atlas Legacy Advisors, LLC | 8.49% | Reduce -0.1% | 222,300 | $38.5M |
| Stratos Wealth Partners, LTD. | 0.52% | Add +9.4% | 221,650 | $38.4M |
| Apexium Financial, LP | 1.86% | Add +0.8% | 202,438 | $35.1M |
| Pinkerton Wealth, LLC | 4.09% | New | 197,934 | $34.3M |
| Howard Capital Management Group, LLC | 2.35% | Reduce -0.9% | 194,892 | $33.8M |
| Advocacy Wealth Management, LLC | 2.04% | Reduce -0.2% | 191,964 | $33.3M |
| Vestmark Advisory Solutions, Inc. | 0.47% | Add +323.9% | 186,792 | $32.4M |
| Mariner, LLC | 0.05% | Reduce -0.3% | 183,162 | $31.7M |
| First Merchants Corp. | 1.22% | Reduce -2.5% | 181,849 | $31.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.03% | Add +14772.9% | 171,187 | $29.7M |
| Truist Financial Corp. | 0.04% | Reduce -2.6% | 165,391 | $28.7M |
| Jones Financial Companies LLLP | 0.02% | Add +25.4% | 161,525 | $27.7M |
| Creative Planning | 0.02% | Reduce -5.5% | 159,756 | $27.7M |
| Commerce Bank | 0.16% | Reduce -5.7% | 157,480 | $27.3M |
| Marshall Wace, LLP | 0.03% | New | 155,464 | $26.9M |
| Integrated Wealth Concepts LLC | 0.26% | Add +24.4% | 150,521 | $26.1M |
| Perennial Investment Advisors, LLC | 2.51% | Add +10.5% | 148,940 | $25.8M |
| Ascent Group, LLC | 0.97% | Reduce -9.2% | 144,290 | $25.0M |
| IHT Wealth Management, LLC | 0.66% | Add +13.8% | 138,066 | $23.9M |
| Equitable Holdings, Inc. | 0.20% | Add +8.4% | 136,771 | $23.7M |
| True Freedom Investing, LLC | 9.32% | — | 136,642 | $23.7M |
| Atria Investments, Inc | 0.25% | Reduce -0.9% | 124,468 | $21.6M |
| Compound Planning, Inc. | 0.80% | Add +6.3% | 121,976 | $21.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -16.7% | 119,336 | $20.9M |
| MA Private Wealth | 3.72% | Add +0.7% | 120,144 | $20.8M |
| Austin Private Wealth, LLC | 1.59% | Reduce -15.2% | 115,559 | $20.0M |
| Perigon Wealth Management, LLC | 0.46% | Add +0.6% | 114,246 | $19.8M |
| CreativeOne Wealth, LLC | 0.52% | Reduce -14.8% | 114,226 | $19.8M |
| Concurrent Investment Advisors, LLC | 0.38% | Add +325.3% | 114,122 | $19.8M |
| Patton Albertson Miller Group, LLC | 2.60% | Add +11.0% | 113,957 | $19.7M |
| Stillwater Capital Advisors, LLC | 2.46% | Reduce -0.5% | 111,485 | $19.3M |
| AE Wealth Management LLC | 0.14% | Reduce -26.0% | 111,330 | $19.3M |
| Capital Investment Advisors, LLC | 0.34% | Reduce -2.2% | 110,401 | $19.1M |
| Tritonpoint Wealth, LLC | 1.72% | Reduce -1.3% | 107,372 | $18.6M |
| Icon Wealth Advisors, LLC | 1.30% | Reduce -2.8% | 105,584 | $18.3M |
| Bank of Montreal | 0.01% | Add +1.5% | 104,252 | $18.1M |
| US Bancorp \de | 0.02% | Reduce -7.3% | 103,453 | $17.9M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +19.8% | 98,383 | $17.0M |
| Buttonwood Financial Group, LLC | 8.56% | Add +31.3% | 96,799 | $16.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.09% | Reduce -11.8% | 96,516 | $16.7M |
| First Citizens Financial Corp | 8.83% | Reduce -10.5% | 92,630 | $16.1M |
| CFS Investment Advisory Services, LLC | 1.30% | Reduce -6.9% | 92,053 | $15.9M |
| Shepherd Financial Partners LLC | 1.66% | Add +2.9% | 90,776 | $15.7M |
| Mendel Capital Management LLC | 8.95% | Reduce -3.5% | 90,645 | $15.7M |
| First Horizon Advisors, Inc. | 0.41% | Reduce -1.6% | 90,573 | $15.7M |
| Pettinga Financial Advisors LLC | 3.38% | Add +27.4% | 89,073 | $15.4M |
| Horizon Wealth Management, LLC | 2.70% | Add +2674.3% | 88,834 | $15.4M |
| Advisory Services Network, LLC | 0.25% | Reduce -54.8% | 84,022 | $15.2M |
| RVW Wealth, LLC | 1.27% | Add +13.5% | 86,278 | $14.9M |
"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.