ISHARES USTECHNOLOGY ETF IYW
$243.48
-2.1% 52w: $163.90 – $259.86
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data163.90211.88259.86
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.2K
-75 QoQ
13F value
$9.19B
-23.6% QoQ
Smart-money holders
29
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
5.6×
$187.9M calls / $33.7M puts
Institutional value by quarter
Number of holders
Who owns IYW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 5.0M | $912.4M | 0.1% | -12.9% |
| PGIM Custom Harvest LLC | Wealth advisor | 4.5M | $824.7M | 12.9% | +4.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.4M | $618.5M | 0.0% | -4.3% |
| LPL Financial LLC | Bank broker | 3.0M | $551.6M | 0.1% | -15.4% |
| UBS Group AG | Bank broker | 1.8M | $318.8M | 0.1% | -3.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.5M | $273.2M | 0.1% | -2.9% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $266.5M | 0.1% | -0.5% |
| JPMORGAN CHASE & CO | Bank broker | 1.5M | $253.4M | 0.0% | -63.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.3M | $239.6M | 0.1% | -34.7% |
| RiverFront Investment Group, LLC | Wealth advisor | 1.0M | $182.3M | 2.8% | +9.4% |
| HSBC HOLDINGS PLC | Bank broker | 977.8K | $177.4M | 0.1% | -44.8% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 920.1K | $166.9M | 0.1% | -11.4% |
| ROYAL BANK OF CANADA | Bank broker | 892.6K | $161.9M | 0.0% | -6.8% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 669.8K | $121.5M | 0.2% | -7.1% |
| AMERIPRISE FINANCIAL INC | Bank broker | 611.2K | $111.2M | 0.0% | -17.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 598.8K | $108.7M | 0.2% | -8.8% |
| FIL Ltd | Other | 594.2K | $107.8M | 0.1% | New |
| Cetera Investment Advisers | Wealth advisor | 509.4K | $92.4M | 0.1% | -10.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 495.4K | $89.9M | 0.3% | +11.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 398.3K | $72.3M | 0.0% | +0.9% |
| Portfolio Strategies, Inc. | Wealth advisor | 391.3K | $71.3M | 8.8% | -1.7% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 366.5K | $66.5M | 0.0% | -1.4% |
| Dynasty Wealth Management, LLC | Wealth advisor | 352.8K | $64.0M | 0.6% | -64.2% |
| HighTower Advisors, LLC | Diversified mechanical | 350.5K | $63.6M | 0.1% | +3.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 331.0K | $60.0M | 0.0% | -43.7% |
| Focus Partners Wealth | Wealth advisor | 324.3K | $58.8M | 0.1% | +3.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 319.4K | $58.0M | 0.4% | +0.2% |
| PINKERTON WEALTH, LLC | Wealth advisor | 283.9K | $56.7M | 5.2% | +39.3% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 302.7K | $54.9M | 0.1% | -1.0% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 287.0K | $52.1M | 0.1% | +2.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 272.1K | $47.9M | 0.0% | +13.3% |
| BlackRock, Inc. | Index provider | 252.8K | $45.9M | 0.0% | -0.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 246.7K | $44.7M | 0.0% | -23.1% |
| Atlas Legacy Advisors, LLC | Wealth advisor | 238.1K | $43.3M | 7.9% | -0.1% |
| Sanctuary Advisors, LLC | Wealth advisor | 231.5K | $42.0M | 0.2% | +10.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 219.7K | $39.9M | 0.1% | -37.2% |
| Parker Investment Management, LLC | Wealth advisor | 204.5K | $37.1M | 5.6% | -18.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 182.8K | $33.2M | 0.1% | -0.1% |
| Howard Capital Management Group, LLC ★2 | Fundamental diversified | 180.3K | $32.7M | 2.2% | -0.6% |
| OneDigital Investment Advisors LLC | Wealth advisor | 176.8K | $32.1M | 0.3% | -21.0% |
| Private Advisor Group, LLC | Wealth advisor | 176.5K | $32.0M | 0.2% | -2.8% |
| FIRST MERCHANTS CORP | Other | 165.8K | $30.1M | 1.1% | -2.5% |
| Creative Planning | Wealth advisor | 152.6K | $27.7M | 0.0% | -4.6% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 150.8K | $27.4M | 0.3% | +2.3% |
| ASSETMARK, INC | Wealth advisor | 149.7K | $27.2M | 0.1% | +19.9% |
| COMMERCE BANK | Diversified mechanical | 146.1K | $26.5M | 0.1% | -0.7% |
| Equitable Holdings, Inc. | Wealth advisor | 137.3K | $26.3M | 0.2% | -9.7% |
| Compound Planning, Inc. | Wealth advisor | 138.9K | $25.2M | 0.8% | +3.9% |
| Mariner, LLC | Diversified mechanical | 135.4K | $24.5M | 0.0% | -4.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 134.6K | $24.4M | 0.1% | -33.2% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.