iShares US Tech BreakthroughTECBETF

13F holders, Q1 2026 (March 31)
90holders −11
6new positions
14sold out
1famous investor
$55.44avg. 13F price*

At the end of Q1 2026, 90 institutions reported holding iShares US Tech Breakthrough (TECB) in their 13F filings, down 11 from Q4 2025. 6 opened new positions and 14 sold out. The largest holders were Financial Engines Advisors L.L.C. ($219.3M), Bank of America Corp. ($16.5M) and NorthRock Partners, LLC ($5.3M). 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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions6$1.5M
Exits14$834K

All 13F filers, Q4 2025 → Q1 2026: 105,660 shares bought and 124,088 shares sold, net −18,428 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 90 holders

Financial Engines Advisors L.L.C. 0.45% Add +0.4% 3,952,438 $219.3M
Bank of America Corp. 0.00% Reduce -4.8% 297,618 $16.5M
NorthRock Partners, LLC 0.09% Reduce -0.3% 94,890 $5.3M
Northwestern Mutual Wealth Management Co. 0.00% Add +10.2% 63,890 $3.5M
LPL Financial LLC 0.00% Reduce -10.5% 48,832 $2.7M
Advisory Services Network, LLC 0.03% Add +3.4% 41,419 $2.3M
Sheets Smith Wealth Management 0.24% Add +7.9% 38,040 $2.1M
GTS Securities LLC 0.07% No change 37,850 $2.1M
Stonebridge Financial Planning Group, LLC 0.74% Reduce -2.6% 36,204 $2.0M
Valley National Advisers Inc. 0.21% Reduce -21.6% 29,048 $1.6M
Citadel Advisors 0.00% Reduce -30.3% 26,766 $1.5M
Susquehanna International Group, LLP 0.00% Add +436.3% 25,572 $1.4M
Sigma Planning Corp 0.04% Add +9.9% 24,325 $1.3M
Raymond James Financial Inc. 0.00% Reduce -12.3% 22,053 $1.2M
Ancora Advisors LLC 0.03% Add +0.0% 21,627 $1.2M
Royal Bank of Canada 0.00% Add +25.7% 18,365 $1.0M
Austin Wealth Management, LLC 0.22% Reduce -2.0% 17,428 $985K
Goldman Sachs Group Inc. 0.00% Add +19.7% 17,628 $978K
Banque Transatlantique SA 0.02% New 16,685 $926K
Ameriprise Financial Inc. 0.00% Reduce -17.1% 16,539 $918K
Kestra Advisory Services, LLC 0.00% Add +1.3% 15,466 $858K
Kirtland Hills Capital Management, LLC 0.27% Add +11.8% 13,668 $854K
Mariner, LLC 0.00% Add +2.4% 15,026 $834K
Cwm, LLC 0.00% Add +1.5% 14,605 $810K
Private Advisor Group, LLC 0.00% Reduce -12.1% 13,667 $758K
Stratos Wealth Advisors, LLC 0.04% Add +0.3% 12,236 $679K
Cetera Investment Advisers 0.00% Reduce -2.9% 12,054 $669K
Two Sigma Investments, LP 0.00% Reduce -74.9% 11,200 $621K
PFG Investments, LLC 0.03% Reduce -8.9% 10,708 $594K
FMR LLC 0.00% Add +56.5% 10,373 $575K
United Advisor Group, LLC 0.07% Add +12.8% 10,226 $567K
Osaic Holdings, Inc. 0.00% Reduce -66.3% 9,770 $542K
Brasada Capital Management, LP 0.10% Reduce -11.2% 9,555 $540K
Certuity, LLC 0.03% No change 8,552 $474K
Prime Capital Investment Advisors, LLC 0.01% Reduce -2.6% 7,718 $428K
Fiduciary Alliance LLC 0.02% Reduce -11.7% 6,397 $387K
HighTower Advisors, LLC 0.00% Add +0.0% 6,829 $379K
JPMorgan Chase & Co. 0.00% Add +585.9% 6,790 $364K
Waterford Advisors, LLC 0.10% New 12,548 $304K
Rehmann Capital Advisory Group 0.01% Add +0.5% 5,203 $289K
Farther Finance Advisors, LLC 0.00% Reduce -7.0% 4,953 $277K
AE Wealth Management LLC 0.00% Add +5.2% 4,729 $262K
Focus Partners Wealth 0.00% Add +0.7% 4,509 $250K
RFG Advisory, LLC 0.00% Add +15.6% 4,322 $240K
J.W. Cole Advisors, Inc. 0.01% Add +0.1% 4,250 $236K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.6% 4,231 $235K
Signet Financial Management, LLC 0.03% No change 4,135 $229K
Summit Financial, LLC 0.00% New 4,135 $229K
Creative Planning 0.00% Reduce -13.1% 4,093 $227K
Envestnet Asset Management Inc. 0.00% Add +19.2% 3,981 $221K
Morgan Stanley 0.00% Reduce -20.7% 2,315 $128K
Clark Wealth Partners 0.07% Reduce -4.1% 1,813 $101K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,552 $100K
NewEdge Advisors, LLC 0.00% No change 1,690 $94K
Rockefeller Capital Management L.P. 0.00% Add +2.1% 1,662 $92K
US Bancorp \de 0.00% Reduce -2.5% 1,378 $76K
BlackRock, Inc. 0.00% Add +19.8% 1,084 $60K
Allworth Financial LP 0.00% No change 1,046 $58K
CENTRAL TRUST Co 0.00% No change 1,000 $55K
Steph & Co. 0.01% No change 850 $47K
Dagco, Inc. 0.01% No change 846 $47K
Bank of Montreal 0.00% No change 800 $44K
Comprehensive Financial Planning, Inc. 0.03% New 678 $38K
Hazlett, Burt & Watson, Inc. 0.01% No change 500 $28K
Capital Investment Advisory Services, LLC 0.00% No change 500 $28K
Pinnacle Bancorp, Inc. 0.01% No change 419 $23K
Physician Wealth Advisors, Inc. 0.00% No change 400 $22K
Lanark Financial, Inc. 0.00% No change 375 $21K
TD Capital Management LLC 0.00% No change 354 $20K
Steward Partners Investment Advisory, LLC 0.00% No change 301 $17K
IFP Advisors, Inc 0.00% No change 283 $16K
Tower Research Capital LLC (TRC) 0.00% Reduce -83.5% 279 $15K
Sound Income Strategies, LLC 0.00% No change 268 $15K
KERR FINANCIAL PLANNING Corp 0.01% Reduce -58.8% 228 $14K
Blue Bell Private Wealth Management, LLC 0.00% No change 222 $12K
Clearstead Advisors, LLC 0.00% No change 200 $11K
2UniFi Bank 0.00% No change 173 $10K
CoreCap Advisors, LLC 0.00% Reduce -3.0% 160 $9K
Sunbelt Securities, Inc. 0.00% New 157 $9K
O'shaughnessy Asset Management, LLC 0.00% No change 138 $8K
Abound Wealth Management 0.00% No change 79 $4K
REAP Financial Group, LLC 0.00% Reduce -62.2% 68 $4K
PFS Partners, LLC 0.00% No change 66 $4K
AlphaCore Capital LLC 0.00% No change 62 $3K
PNC Financial Services Group, Inc. 0.00% No change 43 $2K
Hantz Financial Services, Inc. 0.00% No change 36 $2K
Assetmark, Inc. 0.00% New 32 $2K
Creative Financial Designs Inc. 0.00% No change 22 $1K
Strive Financial Group ,LLC 0.00% No change 23 $1K
Wealth Preservation Advisors, LLC 0.00% No change 15 $849

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