ISHARES US TECH BREAKTHROUGH TECB

US
$71.77
-0.2%
52w: $53.57 – $74.07

Latest 13F among current holders filed 4 days ago (Jul 1, 2026)

Price — last 12 months

research preview data
53.5763.8274.07
Jun 20, 2025 Jul 2, 2026
Institutional holders
90
-11 QoQ
13F value
$284.1M
-9.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$320.2M
Q1 2024
$304.5M
Q2 2024
$303.1M
Q3 2024
$306.3M
Q4 2024
$268.8M
Q1 2025
$316.3M
Q2 2025
$320.3M
Q3 2025
$314.0M
Q4 2025
$284.1M
Q1 2026

Number of holders

65
Q1 2024
68
Q2 2024
72
Q3 2024
75
Q4 2024
75
Q1 2025
81
Q2 2025
92
Q3 2025
101
Q4 2025
90
Q1 2026

Who owns TECB?

Q1 2026 filings
FundTypeSharesValue% of fundChange
Financial Engines Advisors L.L.C. Wealth advisor4.0M$219.3M0.4%+0.4%
BANK OF AMERICA CORP /DE/ Bank broker297.6K$16.5M0.0%-4.8%
NorthRock Partners, LLC Wealth advisor94.9K$5.3M0.1%-0.3%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Insurance63.9K$3.5M0.0%+10.2%
LPL Financial LLC Bank broker48.8K$2.7M0.0%-10.5%
Advisory Services Network, LLC Diversified mechanical41.4K$2.3M0.0%+3.4%
SHEETS SMITH WEALTH MANAGEMENT Other38.0K$2.1M0.2%+7.9%
GTS SECURITIES LLC Market maker37.9K$2.1M0.1%Held
Stonebridge Financial Planning Group, LLC Wealth advisor36.2K$2.0M0.7%-2.6%
VALLEY NATIONAL ADVISERS INC Wealth advisor29.0K$1.6M0.2%-21.6%
CITADEL ADVISORS LLC Multistrat pod26.8K$1.5M0.0%-30.3%
SUSQUEHANNA INTERNATIONAL GROUP, LLP Market maker25.6K$1.4M0.0%+436.3%
Sigma Planning Corp Wealth advisor24.3K$1.3M0.0%+9.9%
RAYMOND JAMES FINANCIAL INC Bank broker22.1K$1.2M0.0%-12.3%
Ancora Advisors LLC Diversified mechanical21.6K$1.2M0.0%0.0%
ROYAL BANK OF CANADA Bank broker18.4K$1.0M0.0%+25.7%
Austin Wealth Management, LLC Wealth advisor17.4K$985K0.2%-2.0%
GOLDMAN SACHS GROUP INC Bank broker17.6K$978K0.0%+19.7%
Banque Transatlantique SA Other16.7K$926K0.0%New
AMERIPRISE FINANCIAL INC Bank broker16.5K$918K0.0%-17.1%
Kestra Advisory Services, LLC Wealth advisor15.5K$858K0.0%+1.3%
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC Other13.7K$854K0.3%+11.8%
Mariner, LLC Diversified mechanical15.0K$834K0.0%+2.4%
CWM, LLC Wealth advisor14.6K$810K0.0%+1.5%
Private Advisor Group, LLC Wealth advisor13.7K$758K0.0%-12.1%
Stratos Wealth Advisors, LLC Wealth advisor12.2K$679K0.0%+0.3%
Cetera Investment Advisers Wealth advisor12.1K$669K0.0%-2.9%
TWO SIGMA INVESTMENTS, LP Quant stat arb11.2K$621K0.0%-74.9%
PFG Investments, LLC Diversified mechanical10.7K$594K0.0%-8.9%
FMR LLC Long only active10.4K$575K0.0%+56.5%
United Advisor Group, LLC Wealth advisor10.2K$567K0.1%+12.8%
OSAIC HOLDINGS, INC. Wealth advisor9.8K$542K0.0%-66.3%
BRASADA CAPITAL MANAGEMENT, LP Other9.6K$540K0.1%-11.2%
CERTUITY, LLC Other8.6K$474K0.0%Held
Prime Capital Investment Advisors, LLC Wealth advisor7.7K$428K0.0%-2.6%
Fiduciary Alliance LLC Other6.4K$387K0.0%-11.7%
HighTower Advisors, LLC Diversified mechanical6.8K$379K0.0%0.0%
JPMORGAN CHASE & CO Bank broker6.8K$364K0.0%+585.9%
Waterford Advisors, LLC Wealth advisor12.5K$304K0.1%New
Rehmann Capital Advisory Group Wealth advisor5.2K$289K0.0%+0.5%
Farther Finance Advisors, LLC Wealth advisor5.0K$277K0.0%-7.0%
AE Wealth Management LLC Wealth advisor4.7K$262K0.0%+5.2%
Focus Partners Wealth Wealth advisor4.5K$250K0.0%+0.7%
RFG Advisory, LLC Wealth advisor4.3K$240K0.0%+15.6%
J.W. COLE ADVISORS, INC. Diversified mechanical4.3K$236K0.0%0.0%
Cambridge Investment Research Advisors, Inc. Wealth advisor4.2K$235K0.0%-1.6%
Summit Financial, LLC Wealth advisor4.1K$229K0.0%New
SIGNET FINANCIAL MANAGEMENT, LLC Wealth advisor4.1K$229K0.0%Held
Creative Planning Wealth advisor4.1K$227K0.0%-13.1%
ENVESTNET ASSET MANAGEMENT INC Wealth advisor4.0K$221K0.0%+19.2%

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.