iShares US Tech BreakthroughTECBETF
13F holders, Q1 2025 (March 31)74holders
12new positions
12sold out
1famous investor
$48.90avg. 13F price*
At the end of Q1 2025, 74 institutions reported holding iShares US Tech Breakthrough (TECB) in their 13F filings, unchanged from Q4 2024. 12 opened new positions and 12 sold out. The largest holders were Financial Engines Advisors L.L.C. ($211.3M), Bank of America Corp. ($13.1M) and Ameriprise Financial Inc. ($7.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.5M |
| Exits | 12 | $6.7M |
All 13F filers, Q4 2024 → Q1 2025: 240,774 shares bought and 500,915 shares sold, net −260,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Financial Engines Advisors L.L.C. | 0.45% | Reduce -3.5% | 4,321,854 | $211.3M |
| Bank of America Corp. | 0.00% | Reduce -18.9% | 267,574 | $13.1M |
| Ameriprise Financial Inc. | 0.00% | Add +10.4% | 151,600 | $7.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +87.2% | 62,478 | $3.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +383.4% | 50,644 | $2.5M |
| Valley National Advisers Inc. | 0.44% | Reduce -8.4% | 49,431 | $2.4M |
| Sheets Smith Wealth Management | 0.25% | Reduce -14.1% | 40,996 | $2.0M |
| Two Sigma Investments, LP | 0.00% | New | 40,100 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -64.5% | 35,727 | $1.7M |
| Stonebridge Financial Planning Group, LLC | 0.79% | Add +14.0% | 35,315 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +156.7% | 34,427 | $1.7M |
| Advisory Services Network, LLC | 0.03% | Add +45.9% | 29,650 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +5.0% | 22,602 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -13.3% | 22,470 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.6% | 21,377 | $1.0M |
| Ancora Advisors LLC | 0.02% | Add +2.2% | 21,179 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 19,947 | $975K |
| Austin Wealth Management, LLC | 0.19% | Reduce -4.8% | 19,762 | $972K |
| Citadel Advisors | 0.00% | Reduce -48.7% | 16,810 | $822K |
| Jane Street Group, LLC | 0.00% | New | 12,400 | $606K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +2.7% | 12,177 | $596K |
| Mariner, LLC | 0.00% | Add +51.1% | 12,081 | $591K |
| Royal Bank of Canada | 0.00% | Add +328.1% | 12,029 | $589K |
| Private Advisor Group, LLC | 0.00% | Reduce -56.3% | 11,770 | $576K |
| Cetera Investment Advisers | 0.00% | Add +8.1% | 10,975 | $537K |
| PFG Investments, LLC | 0.03% | Add +12.9% | 10,741 | $525K |
| Brasada Capital Management, LP | 0.10% | Reduce -3.2% | 11,799 | $510K |
| Transatlantique Private Wealth LLC | 0.20% | Reduce -0.6% | 10,352 | $506K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +591.5% | 8,658 | $486K |
| Farther Finance Advisors, LLC | 0.01% | New | 8,765 | $431K |
| United Advisor Group, LLC | 0.08% | Add +4.7% | 8,392 | $410K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -7.8% | 8,369 | $409K |
| Susquehanna International Group, LLP | 0.00% | Reduce -77.4% | 7,912 | $387K |
| UBS Group AG | 0.00% | Reduce -19.8% | 7,857 | $384K |
| HighTower Advisors, LLC | 0.00% | Add +0.9% | 7,590 | $371K |
| Cwm, LLC | 0.00% | Reduce -1.8% | 6,013 | $294K |
| Aviance Capital Partners, LLC | 0.04% | Add +3.6% | 6,011 | $294K |
| Marshall Financial Group, LLC | 0.06% | Reduce -7.5% | 5,809 | $284K |
| AE Wealth Management LLC | 0.00% | Reduce -62.0% | 5,504 | $269K |
| Clark Wealth Partners | 0.19% | Reduce -2.6% | 5,185 | $254K |
| RFG Advisory, LLC | 0.01% | New | 4,881 | $239K |
| Signet Financial Management, LLC | 0.03% | Reduce -2.0% | 4,866 | $238K |
| Focus Partners Wealth | 0.00% | New | 4,477 | $219K |
| Creative Planning | 0.00% | Add +12.3% | 4,402 | $215K |
| FMR LLC | 0.00% | Add +39.4% | 4,339 | $212K |
| Morgan Stanley | 0.00% | Reduce -25.9% | 3,957 | $194K |
| CENTRAL TRUST Co | 0.00% | No change | 2,400 | $117K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,773 | $87K |
| US Bancorp \de | 0.00% | Add +329.7% | 1,590 | $78K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,552 | $76K |
| Bellwether Advisors, LLC | 0.01% | No change | 1,338 | $65K |
| Allworth Financial LP | 0.00% | Add +6.6% | 1,013 | $50K |
| Steph & Co. | 0.02% | New | 900 | $44K |
| Bank of Montreal | 0.00% | No change | 800 | $39K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1279.1% | 593 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 509 | $25K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 465 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 400 | $20K |
| TD Capital Management LLC | 0.00% | No change | 353 | $17K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 300 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 300 | $15K |
| Sound Income Strategies, LLC | 0.00% | No change | 268 | $13K |
| Clearstead Advisors, LLC | 0.00% | No change | 245 | $12K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 224 | $11K |
| CoreCap Advisors, LLC | 0.00% | No change | 160 | $8K |
| Wells Fargo & Company | 0.00% | Add +251.3% | 137 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 118 | $6K |
| IFP Advisors, Inc | 0.00% | New | 108 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 88 | $4K |
| Abound Wealth Management | 0.00% | New | 79 | $4K |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.4% | 72 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 72 | $4K |
| Geneos Wealth Management Inc. | 0.00% | New | 45 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 15 | $746 |
"% of holder's portfolio" is TECB's weight in each manager's 13F, not the share of iShares US Tech Breakthrough the manager owns.