iShares US Tech BreakthroughTECBETF
13F holders, Q4 2025 (December 31)101holders +9
12new positions
6sold out
1famous investor
$60.88avg. 13F price*
At the end of Q4 2025, 101 institutions reported holding iShares US Tech Breakthrough (TECB) in their 13F filings, up 9 from Q3 2025. 12 opened new positions and 6 sold out. The largest holders were Financial Engines Advisors L.L.C. ($239.6M), Bank of America Corp. ($19.0M) and NorthRock Partners, LLC ($5.8M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $724K |
| Exits | 6 | $543K |
All 13F filers, Q3 2025 → Q4 2025: 147,050 shares bought and 298,895 shares sold, net −151,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| Financial Engines Advisors L.L.C. | 0.45% | Reduce -4.7% | 3,935,429 | $239.6M |
| Bank of America Corp. | 0.00% | Add +17.8% | 312,596 | $19.0M |
| NorthRock Partners, LLC | 0.10% | Add +26.1% | 95,175 | $5.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.7% | 57,970 | $3.5M |
| LPL Financial LLC | 0.00% | Add +17.5% | 54,584 | $3.3M |
| Two Sigma Investments, LP | 0.00% | No change | 44,700 | $2.7M |
| Advisory Services Network, LLC | 0.03% | Reduce -3.7% | 40,050 | $2.4M |
| Citadel Advisors | 0.00% | Reduce -18.6% | 38,422 | $2.3M |
| GTS Securities LLC | 0.08% | Add +632.1% | 37,850 | $2.3M |
| Stonebridge Financial Planning Group, LLC | 0.82% | Add +1.1% | 37,168 | $2.3M |
| Valley National Advisers Inc. | 0.31% | Reduce -12.1% | 37,029 | $2.3M |
| Sheets Smith Wealth Management | 0.24% | Reduce -1.1% | 35,268 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +0.1% | 29,009 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +1.3% | 25,136 | $1.5M |
| Sigma Planning Corp | 0.04% | Reduce 0.0% | 22,130 | $1.3M |
| Ancora Advisors LLC | 0.03% | Reduce -2.2% | 21,625 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -50.9% | 19,961 | $1.2M |
| Austin Wealth Management, LLC | 0.16% | Reduce -5.8% | 17,782 | $1.1M |
| Private Advisor Group, LLC | 0.00% | Reduce -2.1% | 15,540 | $946K |
| Kestra Advisory Services, LLC | 0.00% | Add +331.4% | 15,262 | $929K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -66.7% | 14,726 | $897K |
| Mariner, LLC | 0.00% | Reduce -5.7% | 14,674 | $893K |
| Royal Bank of Canada | 0.00% | Add +9.4% | 14,605 | $889K |
| Cwm, LLC | 0.00% | Add +13.2% | 14,389 | $876K |
| Transatlantique Private Wealth LLC | 0.25% | Add +16.2% | 13,261 | $807K |
| Cetera Investment Advisers | 0.00% | Reduce -11.2% | 12,414 | $756K |
| Kirtland Hills Capital Management, LLC | 0.26% | Add +50.2% | 12,229 | $745K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -1.0% | 12,194 | $742K |
| PFG Investments, LLC | 0.03% | Add +2.8% | 11,758 | $716K |
| Brasada Capital Management, LP | 0.11% | Reduce -6.7% | 10,762 | $651K |
| United Advisor Group, LLC | 0.07% | Add +3.7% | 9,069 | $552K |
| Certuity, LLC | 0.03% | No change | 8,552 | $521K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +1.8% | 7,921 | $482K |
| Fiduciary Alliance LLC | 0.03% | Add +13.5% | 7,245 | $441K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 6,828 | $416K |
| FMR LLC | 0.00% | Add +2.4% | 6,626 | $403K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.3% | 5,328 | $324K |
| Rehmann Capital Advisory Group | 0.02% | Add +2.8% | 5,177 | $315K |
| Susquehanna International Group, LLP | 0.00% | Reduce -81.4% | 4,768 | $290K |
| Creative Planning | 0.00% | Add +33.3% | 4,709 | $287K |
| AE Wealth Management LLC | 0.00% | Add +8.8% | 4,494 | $274K |
| Focus Partners Wealth | 0.00% | No change | 4,477 | $273K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.6% | 4,301 | $262K |
| Signet Financial Management, LLC | 0.03% | Reduce -15.0% | 4,135 | $252K |
| Marshall Financial Group, LLC | 0.05% | Reduce -11.5% | 4,085 | $249K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +6.4% | 4,248 | $242K |
| RFG Advisory, LLC | 0.00% | New | 3,739 | $228K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,357 | $204K |
| Envestnet Asset Management Inc. | 0.00% | New | 3,339 | $203K |
| OpenArc Corporate Advisory, LLC | 0.00% | — | 3,315 | $202K |
| Morgan Stanley | 0.00% | Reduce -0.7% | 2,919 | $178K |
| Clark Wealth Partners | 0.07% | No change | 1,890 | $115K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -9.5% | 1,696 | $103K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.0% | 1,690 | $103K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,627 | $99K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,552 | $94K |
| US Bancorp \de | 0.00% | No change | 1,414 | $86K |
| Allworth Financial LP | 0.00% | No change | 1,046 | $64K |
| CENTRAL TRUST Co | 0.00% | Reduce -28.6% | 1,000 | $61K |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.3% | 990 | $60K |
| BlackRock, Inc. | 0.00% | New | 905 | $55K |
| Steph & Co. | 0.01% | No change | 850 | $52K |
| Dagco, Inc. | 0.01% | Add +0.1% | 846 | $51K |
| Elyxium Wealth, LLC | 0.01% | New | 808 | $49K |
| Bank of Montreal | 0.00% | No change | 800 | $49K |
| Keating Financial Advisory Services, Inc. | 0.01% | — | 659 | $40K |
| Wells Fargo & Company | 0.00% | New | 610 | $37K |
| KERR FINANCIAL PLANNING Corp | 0.04% | Add +69.4% | 554 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 500 | $30K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 500 | $30K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 419 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 400 | $24K |
| Global Retirement Partners, LLC | 0.00% | No change | 385 | $23K |
| Wealth Watch Advisors, INC | 0.01% | No change | 382 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 375 | $23K |
| TD Capital Management LLC | 0.00% | Add +0.3% | 354 | $22K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 301 | $18K |
| IFP Advisors, Inc | 0.00% | No change | 283 | $17K |
| Sound Income Strategies, LLC | 0.00% | Add +1.1% | 268 | $16K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -0.9% | 222 | $14K |
| Clearstead Advisors, LLC | 0.00% | No change | 200 | $12K |
| REAP Financial Group, LLC | 0.00% | Add +60.7% | 180 | $11K |
| 2UniFi Bank | 0.01% | No change | 173 | $11K |
| CoreCap Advisors, LLC | 0.00% | Add +3.1% | 165 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 138 | $8K |
| Jones Financial Companies LLLP | 0.00% | New | 135 | $8K |
| SageView Advisory Group, LLC | 0.00% | New | 100 | $6K |
| Abound Wealth Management | 0.00% | No change | 79 | $5K |
| UBS Group AG | 0.00% | New | 75 | $5K |
| Russell Investments Group, Ltd. | 0.00% | No change | 72 | $4K |
| PFS Partners, LLC | 0.00% | Add +1.5% | 66 | $4K |
| AlphaCore Capital LLC | 0.00% | Reduce -3.1% | 62 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 43 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 40 | $2K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -48.7% | 40 | $2K |
| Motiv8 Investments LLC | 0.00% | New | 33 | $2K |
| Hantz Financial Services, Inc. | 0.00% | No change | 36 | $2K |
| Strive Financial Group ,LLC | 0.00% | — | 23 | $1K |
| Creative Financial Designs Inc. | 0.00% | No change | 22 | $1K |
| FAS Wealth Partners, Inc. | 0.00% | New | 17 | $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.