iShares Ustechnology ETFIYWETF

13F holders, Q3 2025 (September 30)
1,199holders +33
112new positions
75sold out
6famous investors
$195.15avg. 13F price*

At the end of Q3 2025, 1,199 institutions reported holding iShares Ustechnology ETF (IYW) in their 13F filings, up 33 from Q2 2025. 112 opened new positions and 75 sold out. The largest holders were Morgan Stanley ($1.1B), Bank of America Corp. ($864.7M) and PGIM Custom Harvest LLC ($847.5M). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions112$108.5M
Exits75$240.4M

All 13F filers, Q2 2025 → Q3 2025: 3,264,204 shares bought and 21,660,657 shares sold, net −18,396,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,199 holders

Morgan Stanley 0.07% Reduce -6.0% 5,586,707 $1.1B
Bank of America Corp. 0.06% Reduce -4.1% 4,414,701 $864.7M
PGIM Custom Harvest LLC 12.76% Reduce -0.8% 4,327,186 $847.5M
LPL Financial LLC 0.21% Reduce -33.5% 3,601,849 $705.5M
JPMorgan Chase & Co. 0.04% Reduce -5.8% 3,001,420 $587.9M
Envestnet Asset Management Inc. 0.13% Reduce -75.1% 2,313,958 $453.2M
UBS Group AG 0.07% Add +4.0% 1,882,618 $368.7M
Royal Bank of Canada 0.06% Add +63.9% 1,611,173 $315.6M
Wells Fargo & Company 0.06% Add +1.2% 1,597,824 $312.9M
Raymond James Financial Inc. 0.10% Reduce -4.6% 1,524,432 $298.6M
Dynasty Wealth Management, LLC 2.91% Add +6.1% 1,114,634 $218.3M
RiverFront Investment Group, LLC 3.11% Add +4.2% 897,991 $177.2M
Ameriprise Financial Inc. 0.04% Reduce -22.9% 891,989 $174.7M
HSBC Holdings PLC 0.10% Reduce -26.4% 857,120 $167.9M
Osaic Holdings, Inc. 0.20% Add +62.9% 742,665 $141.3M
Commonwealth Equity Services, LLC 0.18% Reduce -7.1% 709,865 $139.0M
Goldman Sachs Group Inc. 0.02% Reduce -3.3% 605,197 $118.5M
Two Sigma Investments, LP 0.18% Reduce -36.1% 562,924 $110.3M
Cetera Investment Advisers 0.13% Reduce -18.8% 551,082 $107.9M
Sagespring Wealth Partners, LLC 2.06% Add +41.1% 737,156 $105.4M
Parker Investment Management, LLC 12.47% Reduce -33.4% 466,621 $91.4M
Northwestern Mutual Wealth Management Co. 0.06% Add +15.3% 426,451 $83.5M
Portfolio Strategies, Inc. 9.28% Add +16.6% 407,509 $79.8M
HighTower Advisors, LLC 0.09% Add +3.9% 389,331 $76.3M
Kestra Advisory Services, LLC 0.35% Reduce -3.5% 384,824 $75.4M
PNC Financial Services Group, Inc. 0.04% Reduce -0.5% 372,638 $73.0M
Quotient Wealth Partners, LLC 1.98% Reduce -3.7% 368,681 $72.2M
MML Investors Services, LLC 0.18% Reduce -60.6% 349,411 $68.4M
Captrust Financial Advisors 0.13% Reduce -5.9% 320,764 $62.8M
Stifel Financial Corp. 0.06% Reduce -34.3% 318,137 $62.3M
OneDigital Investment Advisors LLC 0.60% Reduce -49.1% 299,547 $58.7M
Rockefeller Capital Management L.P. 0.11% Add +0.5% 283,881 $55.6M
NorthCoast Asset Management LLC 0.21% Add +8.1% 268,224 $52.5M
BlackRock, Inc. 0.00% Reduce -4.9% 265,255 $52.0M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Add +32.1% 226,195 $44.3M
Park Avenue Securities LLC 0.34% Reduce -74.1% 224,653 $44.0M
NewEdge Advisors, LLC 0.19% Reduce -57.9% 217,791 $42.7M
Janney Montgomery Scott LLC 0.10% Reduce -65.8% 215,360 $42.2M
Private Advisor Group, LLC 0.21% Reduce -12.4% 213,902 $41.9M
Atlas Legacy Advisors, LLC 8.07% Reduce -4.0% 213,322 $41.8M
Apexium Financial, LP 1.97% Add +2.1% 206,725 $40.5M
Cambridge Investment Research Advisors, Inc. 0.11% Reduce -21.3% 203,871 $39.9M
Sanctuary Advisors, LLC 0.23% Reduce -43.2% 202,795 $39.7M
Jones Financial Companies LLLP 0.03% Add +25.6% 202,849 $39.4M
Pinkerton Wealth, LLC 4.21% Add +1.0% 199,928 $39.2M
Howard Capital Management Group, LLC 2.27% Reduce -6.2% 182,791 $35.8M
Stratos Wealth Partners, LTD. 0.40% Reduce -21.6% 173,739 $34.0M
First Merchants Corp. 1.27% Reduce -5.5% 171,885 $33.7M
Mariner, LLC 0.04% Reduce -9.2% 166,322 $32.6M
Creative Planning 0.02% Reduce -0.5% 159,008 $31.1M
Commerce Bank 0.17% Reduce -3.1% 152,572 $29.9M
Equitable Holdings, Inc. 0.21% Add +7.2% 146,609 $28.7M
BNP Paribas Financial Markets 0.02% Add +11291.6% 144,445 $28.3M
True Freedom Investing, LLC 9.54% Reduce -0.1% 136,434 $26.7M
Compound Planning, Inc. 0.86% Add +10.7% 135,021 $26.4M
Cwm, LLC 0.08% Reduce -85.3% 133,208 $26.1M
United Capital Financial Advisors, LLC 0.17% Reduce -61.3% 121,850 $23.9M
Wealth Enhancement Advisory Services, LLC 0.04% Add +0.3% 119,719 $23.7M
Perennial Investment Advisors, LLC 1.94% Reduce -19.6% 119,809 $23.5M
MA Private Wealth 3.94% Reduce -0.5% 119,589 $23.4M
Perigon Wealth Management, LLC 0.47% Add +1.9% 116,422 $22.8M
Patton Albertson Miller Group, LLC 2.74% Add +1.6% 115,798 $22.7M
Stillwater Capital Advisors, LLC 2.44% Reduce -0.6% 110,851 $21.7M
Integrated Wealth Concepts LLC 0.19% Reduce -26.4% 110,774 $21.7M
Capital Investment Advisors, LLC 0.35% Reduce -0.8% 109,575 $21.5M
Principal Financial Group Inc. 0.01% Add +99.1% 107,427 $21.0M
Tritonpoint Wealth, LLC 1.78% Reduce -1.1% 106,164 $20.8M
Merit Financial Group, LLC 0.19% Reduce -56.2% 105,137 $20.6M
Bank of Montreal 0.01% Add +0.7% 105,008 $20.6M
Assetmark, Inc. 0.04% Add +85.8% 100,163 $19.6M
Sofi Wealth, LLC 1.05% Reduce -76.2% 100,010 $19.6M
Concurrent Investment Advisors, LLC 0.32% Reduce -16.6% 95,213 $18.6M
First Citizens Financial Corp 8.95% Reduce -0.3% 92,398 $18.1M
Mendel Capital Management LLC 9.24% Reduce -0.7% 89,975 $17.6M
Corient Private Wealth LP 0.03% Add +10.4% 89,612 $17.6M
Truist Financial Corp. 0.02% Reduce -46.3% 88,754 $17.4M
RVW Wealth, LLC 1.34% Add +1.6% 87,683 $17.2M
HC Advisors, LLC 11.35% Add +1.3% 82,494 $16.2M
Migdal Insurance & Financial Holdings Ltd. 0.17% Add +87.3% 80,536 $15.6M
IHT Wealth Management, LLC 0.39% Reduce -43.5% 78,031 $15.3M
Thrivent Financial for Lutherans 0.03% Add +39.3% 77,913 $15.3M
FMR LLC 0.00% Add +3.2% 76,480 $15.0M
Pettinga Financial Advisors LLC 2.84% Reduce -16.4% 74,455 $14.6M
Envestnet Portfolio Solutions, Inc. 0.05% Reduce -90.5% 73,555 $14.4M
Camarda Financial Advisors, LLC 5.17% New 71,610 $14.0M
National Bank of Canada 0.02% Reduce -0.3% 70,535 $13.8M
Cahill Financial Advisors Inc. 1.55% Add +0.5% 69,554 $13.6M
&partners 0.09% Reduce -12.8% 67,738 $13.3M
Rollins Financial Advisors, LLC 2.00% Reduce -2.9% 67,531 $13.2M
CIBC Private Wealth Group LLC 0.02% Reduce -1.1% 66,692 $13.1M
Steward Partners Investment Advisory, LLC 0.07% Reduce -32.6% 66,294 $13.0M
Ssi Investment Management LLC 4.88% Reduce -17.2% 65,930 $12.9M
Guerra Advisors Inc 4.76% Reduce -9.0% 65,811 $12.9M
Mercer Global Advisors Inc. 0.02% Add +38.0% 64,767 $12.7M
Atlantic Union Bankshares Corp 0.24% Reduce -1.7% 64,417 $12.6M
M&T Bank Corp 0.04% Reduce -5.1% 63,847 $12.5M
Lifelong Wealth Advisors, Inc. 3.72% Reduce -1.5% 63,716 $12.5M
Tableaux LLC 4.98% Add +47.4% 63,496 $12.4M
Citigroup Inc. 0.01% Add +87.2% 62,305 $12.2M
Signature Wealth Management Partners, LLC 6.38% Reduce -4.4% 62,183 $12.2M

"% of holder's portfolio" is IYW's weight in each manager's 13F, not the share of iShares Ustechnology ETF the manager owns.

Show all 1,199 holders