iShares US Tech BreakthroughTECBETF
13F holders, Q2 2025 (June 30)80holders +6
13new positions
9sold out
1famous investor
$57.36avg. 13F price*
At the end of Q2 2025, 80 institutions reported holding iShares US Tech Breakthrough (TECB) in their 13F filings, up 6 from Q1 2025. 13 opened new positions and 9 sold out. The largest holders were Financial Engines Advisors L.L.C. ($249.8M), Bank of America Corp. ($14.9M) and Ameriprise Financial Inc. ($8.3M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.2M |
| Exits | 9 | $2.7M |
All 13F filers, Q1 2025 → Q2 2025: 163,856 shares bought and 161,174 shares sold, net +2,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Financial Engines Advisors L.L.C. | 0.50% | Add +0.8% | 4,354,879 | $249.8M |
| Bank of America Corp. | 0.00% | Reduce -2.9% | 259,728 | $14.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.0% | 145,490 | $8.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.8% | 51,370 | $2.9M |
| Two Sigma Investments, LP | 0.01% | Add +23.9% | 49,700 | $2.9M |
| LPL Financial LLC | 0.00% | Add +29.5% | 46,266 | $2.7M |
| Valley National Advisers Inc. | 0.42% | Reduce -8.9% | 45,013 | $2.6M |
| Advisory Services Network, LLC | 0.04% | Add +35.7% | 40,243 | $2.3M |
| Sheets Smith Wealth Management | 0.25% | Reduce -8.9% | 37,359 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +337.9% | 34,644 | $2.0M |
| Stonebridge Financial Planning Group, LLC | 0.81% | Reduce -4.7% | 33,669 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -24.5% | 25,983 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +5.0% | 23,599 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +4.1% | 23,524 | $1.3M |
| Ancora Advisors LLC | 0.03% | Add +0.0% | 21,182 | $1.2M |
| Austin Wealth Management, LLC | 0.20% | Add +0.0% | 19,769 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.7% | 17,803 | $1.0M |
| Citadel Advisors | 0.00% | Add +3.1% | 17,328 | $994K |
| Mariner, LLC | 0.00% | Add +25.1% | 15,112 | $867K |
| Royal Bank of Canada | 0.00% | Add +16.2% | 13,983 | $802K |
| Private Advisor Group, LLC | 0.00% | Add +10.2% | 12,967 | $744K |
| Cwm, LLC | 0.00% | Add +113.4% | 12,831 | $736K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +1.8% | 12,390 | $711K |
| Brasada Capital Management, LP | 0.12% | Reduce -0.9% | 11,694 | $677K |
| Transatlantique Private Wealth LLC | 0.24% | Add +10.3% | 11,415 | $655K |
| Cetera Investment Advisers | 0.00% | Add +0.0% | 10,978 | $630K |
| PFG Investments, LLC | 0.04% | Add +0.4% | 10,783 | $619K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.6% | 10,055 | $577K |
| Exchange Traded Concepts, LLC | 0.01% | New | 9,846 | $565K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -81.0% | 9,622 | $552K |
| Old Mission Capital LLC | 0.01% | New | 8,987 | $515K |
| United Advisor Group, LLC | 0.09% | Add +6.6% | 8,946 | $513K |
| HighTower Advisors, LLC | 0.00% | Reduce -1.0% | 7,515 | $431K |
| Kirtland Hills Capital Management, LLC | 0.19% | New | 7,120 | $408K |
| Fiduciary Alliance LLC | 0.02% | New | 5,657 | $324K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -37.4% | 5,489 | $315K |
| Rehmann Capital Advisory Group | 0.02% | New | 5,023 | $288K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 4,910 | $282K |
| FMR LLC | 0.00% | Add +12.7% | 4,892 | $281K |
| Signet Financial Management, LLC | 0.04% | No change | 4,866 | $279K |
| Marshall Financial Group, LLC | 0.05% | Reduce -18.3% | 4,749 | $273K |
| Focus Partners Wealth | 0.00% | No change | 4,477 | $257K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,091 | $235K |
| GTS Securities LLC | 0.01% | New | 4,081 | $234K |
| AE Wealth Management LLC | 0.00% | Reduce -27.9% | 3,971 | $228K |
| Ehrlich Financial Group | 0.15% | New | 3,913 | $224K |
| Clark Wealth Partners | 0.14% | Reduce -31.5% | 3,551 | $204K |
| Morgan Stanley | 0.00% | Reduce -25.5% | 2,949 | $169K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.7% | 1,725 | $99K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,552 | $89K |
| US Bancorp \de | 0.00% | Reduce -8.4% | 1,456 | $84K |
| CENTRAL TRUST Co | 0.00% | Reduce -41.7% | 1,400 | $80K |
| Bellwether Advisors, LLC | 0.01% | No change | 1,338 | $77K |
| Allworth Financial LP | 0.00% | No change | 1,013 | $58K |
| Steph & Co. | 0.02% | Reduce -5.6% | 850 | $49K |
| Dagco, Inc. | 0.01% | New | 844 | $48K |
| Bank of Montreal | 0.00% | No change | 800 | $46K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 509 | $29K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +66.7% | 500 | $28K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 465 | $27K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 400 | $23K |
| Global Retirement Partners, LLC | 0.00% | — | 385 | $22K |
| TD Capital Management LLC | 0.00% | No change | 353 | $20K |
| IFP Advisors, Inc | 0.00% | Add +162.0% | 283 | $16K |
| Sound Income Strategies, LLC | 0.00% | No change | 268 | $15K |
| Clearstead Advisors, LLC | 0.00% | No change | 245 | $14K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 224 | $13K |
| Lanark Financial, Inc. | 0.00% | New | 200 | $11K |
| Ameritas Advisory Services, LLC | 0.00% | New | 175 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 160 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 138 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 118 | $7K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 88 | $5K |
| Abound Wealth Management | 0.00% | No change | 79 | $5K |
| JPMorgan Chase & Co. | 0.00% | No change | 72 | $4K |
| Russell Investments Group, Ltd. | 0.00% | No change | 72 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -59.1% | 56 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -92.8% | 43 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 40 | $2K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 15 | $875 |
"% of holder's portfolio" is TECB's weight in each manager's 13F, not the share of iShares US Tech Breakthrough the manager owns.