iShares US Tech BreakthroughTECBETF
13F holders, Q1 2024 (March 31)64holders
1famous investor
$47.88avg. 13F price*
At the end of Q1 2024, 64 institutions reported holding iShares US Tech Breakthrough (TECB) in their 13F filings. The largest holders were Financial Engines Advisors L.L.C. ($251.1M), Bank of America Corp. ($18.2M) and LPL Financial LLC ($4.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US Tech Breakthrough
- CUSIP
- 46436E502
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $6.9M |
| Exits | 4 | $19K |
Ownership 64 holders
| Financial Engines Advisors L.L.C. | 0.57% | Reduce -5.9% | 5,244,159 | $251.1M |
| Bank of America Corp. | 0.00% | Add +139.8% | 381,140 | $18.2M |
| LPL Financial LLC | 0.00% | Add +137.1% | 102,138 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +340.7% | 59,191 | $2.8M |
| Sheets Smith Wealth Management | 0.27% | Reduce -8.7% | 50,764 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +102.8% | 45,077 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +43.6% | 34,352 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | New | 34,085 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 32,441 | $1.6M |
| Citadel Advisors | 0.00% | Add +7.4% | 31,555 | $1.5M |
| Trek Financial, LLC | 0.10% | New | 25,395 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | New | 24,387 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +103.8% | 23,940 | $1.1M |
| Austin Wealth Management, LLC | 0.26% | Reduce -2.9% | 21,560 | $1.0M |
| Ancora Advisors LLC | 0.02% | Add +49.8% | 18,733 | $897K |
| JPMorgan Chase & Co. | 0.00% | Add +18946.3% | 15,618 | $748K |
| CPC Advisors, LLC | 0.12% | Reduce -60.6% | 14,140 | $677K |
| Brasada Capital Management, LP | 0.11% | Add +1.5% | 12,813 | $613K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -1.4% | 12,731 | $610K |
| AE Wealth Management LLC | 0.01% | Reduce -47.8% | 11,454 | $548K |
| Cetera Investment Advisers | 0.00% | New | 10,214 | $489K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +58.1% | 10,038 | $481K |
| Raymond James & Associates | 0.00% | Add +8.8% | 9,563 | $458K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +4.9% | 9,519 | $456K |
| Cwm, LLC | 0.00% | Reduce -44.6% | 9,445 | $452K |
| Assetmark, Inc. | 0.00% | Reduce -0.4% | 6,901 | $330K |
| Mariner, LLC | 0.00% | Reduce -1.5% | 6,623 | $317K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 6,374 | $304K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 6,310 | $302K |
| Regions Financial Corp. | 0.00% | No change | 6,221 | $298K |
| Osaic Holdings, Inc. | 0.00% | Add +18.6% | 5,254 | $252K |
| Signet Financial Management, LLC | 0.03% | Add +2.1% | 4,812 | $230K |
| Marshall Wace, LLP | 0.00% | Reduce -19.7% | 4,506 | $216K |
| Stonebridge Financial Planning Group, LLC | 0.11% | New | 4,330 | $207K |
| PFG Investments, LLC | 0.01% | New | 4,227 | $202K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +6.0% | 2,625 | $126K |
| CENTRAL TRUST Co | 0.00% | Add +20.0% | 2,400 | $115K |
| FMR LLC | 0.00% | Add +63.6% | 2,250 | $108K |
| Morgan Stanley | 0.00% | Add +9.6% | 1,959 | $94K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,738 | $83K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,552 | $74K |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 1,237 | $59K |
| Allworth Financial LP | 0.00% | No change | 950 | $45K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 509 | $24K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -15.9% | 465 | $22K |
| Abich Financial Wealth Management LLC | 0.02% | New | 432 | $21K |
| Global Retirement Partners, LLC | 0.00% | Add +175.0% | 385 | $18K |
| TD Capital Management LLC | 0.00% | Add +0.3% | 352 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 349 | $17K |
| CoreCap Advisors, LLC | 0.00% | New | 345 | $17K |
| US Bancorp \de | 0.00% | No change | 339 | $16K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 300 | $15K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 255 | $12K |
| Wells Fargo & Company | 0.00% | New | 215 | $10K |
| Dagco, Inc. | 0.00% | New | 209 | $10K |
| Mma Asset Management LLC | 0.00% | New | 174 | $8K |
| Gradient Investments LLC | 0.00% | No change | 163 | $8K |
| WR Wealth Planners, LLC | 0.00% | New | 161 | $8K |
| M&R Capital Management Inc. | 0.00% | No change | 134 | $6K |
| BlackRock Inc. | 0.00% | No change | 122 | $6K |
| Mather Group, Llc. | 0.00% | New | 114 | $5K |
| Phillips Financial Management, LLC | 0.00% | No change | 56 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 43 | $2K |
| Valley National Advisers Inc. | 0.00% | No change | 36 | $1K |
"% of holder's portfolio" is TECB's weight in each manager's 13F, not the share of iShares US Tech Breakthrough the manager owns.