iShares US Tech BreakthroughTECBETF
13F holders, Q4 2024 (December 31)74holders +3
11new positions
8sold out
1famous investor
$53.19avg. 13F price*
At the end of Q4 2024, 74 institutions reported holding iShares US Tech Breakthrough (TECB) in their 13F filings, up 3 from Q3 2024. 11 opened new positions and 8 sold out. The largest holders were Financial Engines Advisors L.L.C. ($238.3M), Bank of America Corp. ($17.5M) and Ameriprise Financial Inc. ($7.3M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $2.3M |
| Exits | 8 | $3.3M |
All 13F filers, Q3 2024 → Q4 2024: 154,037 shares bought and 323,955 shares sold, net −169,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Financial Engines Advisors L.L.C. | 0.50% | Reduce -4.8% | 4,480,387 | $238.3M |
| Bank of America Corp. | 0.00% | Reduce -4.1% | 329,889 | $17.5M |
| Ameriprise Financial Inc. | 0.00% | Add +10.0% | 137,286 | $7.3M |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 100,515 | $5.3M |
| Trek Financial, LLC | 0.30% | Add +36.9% | 75,663 | $4.0M |
| Valley National Advisers Inc. | 0.52% | Add +57.8% | 53,993 | $2.9M |
| Sheets Smith Wealth Management | 0.31% | Reduce -3.4% | 47,731 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +1.0% | 34,967 | $1.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +33.2% | 33,371 | $1.8M |
| Citadel Advisors | 0.00% | Add +77.4% | 32,785 | $1.7M |
| Stonebridge Financial Planning Group, LLC | 0.74% | Add +36.4% | 30,986 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +7.6% | 26,915 | $1.4M |
| Raymond James Financial Inc. | 0.00% | — | 25,912 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +3.5% | 21,525 | $1.1M |
| Austin Wealth Management, LLC | 0.23% | No change | 20,752 | $1.1M |
| Ancora Advisors LLC | 0.02% | Add +1.3% | 20,722 | $1.1M |
| Advisory Services Network, LLC | 0.02% | New | 20,325 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -17.5% | 20,046 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +8.1% | 16,792 | $893K |
| AE Wealth Management LLC | 0.01% | Reduce -1.4% | 14,505 | $772K |
| Osaic Holdings, Inc. | 0.00% | Add +1.7% | 13,410 | $713K |
| Brasada Capital Management, LP | 0.11% | Add +3.1% | 12,188 | $636K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -0.2% | 11,861 | $631K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -3.4% | 10,477 | $557K |
| Transatlantique Private Wealth LLC | 0.21% | Add +38.2% | 10,416 | $554K |
| Cetera Investment Advisers | 0.00% | Reduce -3.1% | 10,151 | $540K |
| UBS Group AG | 0.00% | Add +1802.9% | 9,800 | $521K |
| PFG Investments, LLC | 0.03% | Add +2.4% | 9,515 | $506K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +2.8% | 9,079 | $483K |
| Regions Financial Corp. | 0.00% | Reduce -0.3% | 8,754 | $466K |
| Ehrlich Financial Group | 0.32% | Add +42.3% | 8,481 | $451K |
| United Advisor Group, LLC | 0.08% | Add +18.7% | 8,017 | $426K |
| Mariner, LLC | 0.00% | Add +7.3% | 7,994 | $425K |
| HighTower Advisors, LLC | 0.00% | Add +6.6% | 7,523 | $400K |
| Marshall Financial Group, LLC | 0.08% | Reduce -0.0% | 6,282 | $334K |
| Cwm, LLC | 0.00% | Reduce -1.2% | 6,123 | $326K |
| Aviance Capital Partners, LLC | 0.04% | Add +15.9% | 5,803 | $309K |
| Morgan Stanley | 0.00% | Add +140.3% | 5,339 | $284K |
| Clark Wealth Partners | 0.22% | — | 5,325 | $283K |
| Old Mission Capital LLC | 0.01% | New | 5,085 | $270K |
| Signet Financial Management, LLC | 0.03% | No change | 4,967 | $264K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | New | 4,427 | $235K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,050 | $215K |
| Creative Planning | 0.00% | New | 3,920 | $209K |
| Advisors Preferred, LLC | 0.03% | New | 3,335 | $178K |
| FMR LLC | 0.00% | Reduce -2.8% | 3,113 | $166K |
| Royal Bank of Canada | 0.00% | Reduce -53.0% | 2,810 | $149K |
| CENTRAL TRUST Co | 0.00% | No change | 2,400 | $128K |
| NewEdge Advisors, LLC | 0.00% | Add +2.0% | 1,773 | $94K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,552 | $83K |
| Bellwether Advisors, LLC | 0.01% | New | 1,338 | $71K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -82.6% | 1,252 | $67K |
| Allworth Financial LP | 0.00% | No change | 950 | $53K |
| Bank of Montreal | 0.00% | New | 800 | $43K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 465 | $25K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 400 | $21K |
| Global Retirement Partners, LLC | 0.00% | No change | 385 | $20K |
| US Bancorp \de | 0.00% | Add +9.1% | 370 | $20K |
| TD Capital Management LLC | 0.00% | Add +0.3% | 353 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 300 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -19.1% | 300 | $16K |
| Sound Income Strategies, LLC | 0.00% | Add +1.1% | 268 | $14K |
| Clearstead Advisors, LLC | 0.00% | No change | 245 | $13K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 224 | $12K |
| JPMorgan Chase & Co. | 0.00% | Add +206.9% | 221 | $12K |
| BlackRock, Inc. | 0.00% | No change | 166 | $9K |
| CoreCap Advisors, LLC | 0.00% | Reduce -28.3% | 160 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 118 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 88 | $5K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 69 | $3K |
| Phillips Financial Management, LLC | 0.00% | No change | 56 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 43 | $2K |
| Wells Fargo & Company | 0.00% | New | 39 | $2K |
| Avior Wealth Management, LLC | 0.00% | No change | 35 | $2K |
"% of holder's portfolio" is TECB's weight in each manager's 13F, not the share of iShares US Tech Breakthrough the manager owns.