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

050100150 Q1 2024: 64Q1 2024Q2 2024: 67Q2 2024Q3 2024: 71Q3 2024Q4 2024: 74Q4 2024Q1 2025: 74Q1 2025Q2 2025: 80Q2 2025Q3 2025: 92Q3 2025Q4 2025: 101Q4 2025Q1 2026: 90Q1 2026Q2 2026: 92Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions12$724K
Exits6$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
Wealth Preservation Advisors, LLC 0.00% No change 15 $931

"% of holder's portfolio" is TECB's weight in each manager's 13F, not the share of iShares US Tech Breakthrough the manager owns.