IETC Institutional Ownership
iShares U.S. Tech Independence Focused ETF
1W: +1.6%
1M: +8.8%
3M: +10.0%
YTD: +15.8%
1Y: +14.0%
3Y: +123.1%
5Y: +105.5%
$116.53
+1.18 (+1.02%)
Weekly Expected Move ±2.7%
$110
$113
$117
$120
$123
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — IETC
131
Institutional Holders
-9 vs prior quarter
0.0%
Ownership
+0.00pp
324M
Total Invested
19
New Positions
40
Increased
46
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (152 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Gradient Investments LLC | 858,000 | $100M | +133,543 | +18.4% | 6Q | SEC ↗ |
| 2 | Kozak & Associates, Inc. | 464,639 | $54M | -189,328 | -29.0% | 15Q | SEC ↗ |
| 3 | LPL Financial LLC | 332,423 | $39M | +24,835 | +8.1% | 23Q | SEC ↗ |
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 121,823 | $14M | +2,508 | +2.1% | 3Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 90,783 | $11M | +22,297 | +32.6% | 7Q | SEC ↗ |
| 6 | Hoese & Co LLP | 76,759 | $9M | +3,134 | +4.3% | 5Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 74,165 | $9M | -11,617 | -13.5% | 15Q | SEC ↗ |
| 8 | Integrated Wealth Concepts LLC | 65,533 | $8M | -1,444 | -2.2% | 2Q | SEC ↗ |
| 9 | Mattson Financial Services, LLC | 60,068 | $7M | +15,128 | +33.7% | 6Q | SEC ↗ |
| 10 | STIFEL FINANCIAL CORP | 47,690 | $6M | +2,235 | +4.9% | 6Q | SEC ↗ |
| 11 | TWO SIGMA INVESTMENTS, LP | 47,600 | $6M | -50,400 | -51.4% | 6Q | SEC ↗ |
| 12 | CITADEL ADVISORS LLC | 38,686 | $5M | +24,370 | +170.2% | 3Q | SEC ↗ |
| 13 | MML INVESTORS SERVICES, LLC | 37,530 | $4M | -59,189 | -61.2% | 10Q | SEC ↗ |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 37,155 | $4M | +2,101 | +6.0% | 8Q | SEC ↗ |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 36,369 | $4M | +2,594 | +7.7% | 7Q | SEC ↗ |
| 16 | Oakwell Private Wealth Management, LLC | 35,363 | $4M | -17,171 | -32.7% | 3Q | SEC ↗ |
| 17 | PRINCIPAL SECURITIES, INC. | 32,744 | $4M | +1 | +0.0% | 2Q | SEC ↗ |
| 18 | Brown Financial Advisors | 30,232 | $4M | +1,266 | +4.4% | 4Q | SEC ↗ |
| 19 | SUTTON PLACE INVESTORS LLC | 28,324 | $3M | +458 | +1.6% | 19Q | SEC ↗ |
| 20 | Paladin Wealth, LLC | 26,617 | $3M | +4,615 | +21.0% | 4Q | SEC ↗ |
| 21 | GTS SECURITIES LLC | 26,420 | $3M | — | +0.0% | 2Q | SEC ↗ |
| 22 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 26,400 | $3M | +7,620 | +40.6% | 2Q | SEC ↗ |
| 23 | Advisors Capital Management, LLC | 22,105 | $3M | +4,269 | +23.9% | 14Q | SEC ↗ |
| 24 | Cambridge Investment Research Advisors | 21,982 | $3M | -992 | -4.3% | 26Q | SEC ↗ |
| 25 | Artesa Financial Group, LLC | 19,127 | $2M | +2,094 | +12.3% | 3Q | SEC ↗ |
| 26 | Shira Ridge Wealth Management | 16,228 | $2M | -733 | -4.3% | 15Q | SEC ↗ |
| 27 | JONES FINANCIAL COMPANIES LLLP | 15,946 | $2M | -1,229 | -7.2% | 6Q | SEC ↗ |
| 28 | Sigma Planning Corp | 15,680 | $2M | +2,088 | +15.4% | 10Q | SEC ↗ |
| 29 | OSAIC HOLDINGS, INC. | 15,090 | $2M | -10,148 | -40.2% | 26Q | SEC ↗ |
| 30 | Global Retirement Partners, LLC NEW | 13,078 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 31 | &PARTNERS | 12,652 | $1M | +117 | +0.9% | 8Q | SEC ↗ |
| 32 | TRUIST FINANCIAL CORP | 12,316 | $1M | -26,669 | -68.4% | 24Q | SEC ↗ |
| 33 | Lansing Street Advisors | 11,941 | $1M | -142 | -1.2% | 11Q | SEC ↗ |
| 34 | Steward Partners Investment Advisory, | 11,313 | $1M | +360 | +3.3% | 5Q | SEC ↗ |
| 35 | KM Capital Management Ltd. | 11,046 | $1M | — | +0.0% | 12Q | SEC ↗ |
| 36 | PATRIOT INVESTMENT MANAGEMENT GROUP, I | 10,970 | $1M | -746 | -6.4% | 25Q | SEC ↗ |
| 37 | Financial Perspectives, Inc | 10,433 | $1M | +87 | +0.8% | 26Q | SEC ↗ |
| 38 | COMMONWEALTH EQUITY SERVICES, LLC | 10,378 | $1M | +1,457 | +16.3% | 23Q | SEC ↗ |
| 39 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,368 | $1M | -13,153 | -55.9% | 10Q | SEC ↗ |
| 40 | Ironwood Financial, llc | 10,213 | $1M | -50 | -0.5% | 26Q | SEC ↗ |
| 41 | Equitable Holdings, Inc. | 10,078 | $1M | +371 | +3.8% | 6Q | SEC ↗ |
| 42 | Cetera Investment Advisers | 10,054 | $1M | +1,921 | +23.6% | 10Q | SEC ↗ |
| 43 | KCM INVESTMENT ADVISORS LLC | 9,636 | $1M | — | +0.0% | 14Q | SEC ↗ |
| 44 | IBEX WEALTH ADVISORS | 7,380 | $860K | -124 | -1.7% | 2Q | SEC ↗ |
| 45 | Glen Eagle Advisors, LLC | 6,866 | $800K | +804 | +13.3% | 25Q | SEC ↗ |
| 46 | Bay Harbor Wealth Management, LLC | 5,855 | $682K | +6 | +0.1% | 23Q | SEC ↗ |
| 47 | HB Wealth Management, LLC | 5,719 | $666K | +1,502 | +35.6% | 5Q | SEC ↗ |
| 48 | Creative Planning | 5,133 | $598K | +19 | +0.4% | 24Q | SEC ↗ |
| 49 | Bawa N Mallick Trust | 5,000 | $583K | — | +0.0% | 7Q | SEC ↗ |
| 50 | AMERIPRISE FINANCIAL INC | 4,954 | $577K | +495 | +11.1% | 2Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 13,078 | $2M |
| Hilltop Holdings Inc. | 3,038 | $354K |
| Mariner, LLC | 2,746 | $320K |
| HRT FINANCIAL LP | 2,469 | $288K |
| Focus Partners Wealth | 2,404 | $280K |
| Cerity Partners LLC | 2,259 | $263K |
| Archer Investment Management, LLC | 2,176 | $254K |
| J.W. COLE ADVISORS, INC. | 2,040 | $238K |
| OPPENHEIMER & CO INC | 2,010 | $234K |
| CAPTRUST FINANCIAL ADVISORS | 1,918 | $224K |
| Guardian Asset Advisors, LLC | 1,899 | $221K |
| MERCER GLOBAL ADVISORS INC /ADV | 501 | $58K |
| Arax Advisory Partners | 174 | $20K |
| Concord Wealth Partners | 100 | $12K |
| COMPASS FINANCIAL MANAGEMENT LLC | 68 | $8K |
| Continuum Advisory, LLC | 33 | $4K |
| CoreCap Advisors, LLC | 19 | $2K |
| Institute for Wealth Management, LL | 10 | $1K |
| Luminist Capital LLC | 0 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Trek Financial, LLC | 75,900 | $9M |
| KEYBANK NATIONAL ASSOCIATION/OH | 27,304 | $3M |
| GeoWealth Management, LLC | 17,786 | $2M |
| GOLDMAN SACHS GROUP INC | 14,120 | $2M |
| WCG Wealth Advisors LLC | 11,105 | $1M |
| VESTOR CAPITAL, LLC | 11,086 | $1M |
| Mascagni Wealth Management, Inc. | 6,333 | $738K |
| JANE STREET GROUP, LLC | 6,093 | $710K |
| Financial Partners Group, Inc | 5,509 | $642K |
| Kesler, Norman & Wride, LLC | 4,932 | $575K |
| EHRLICH FINANCIAL GROUP | 4,789 | $558K |
| Lido Advisors, LLC | 3,660 | $427K |
| Meridian Wealth Management, LLC | 3,506 | $409K |
| Tower Research Capital LLC (TRC) | 3,463 | $404K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 3,217 | $375K |
| Sovran Advisors, LLC | 3,173 | $370K |
| A4 Wealth Advisors LLC | 3,067 | $357K |
| Darden Wealth Group Inc | 2,600 | $303K |
| Pallas Capital Advisors LLC | 2,538 | $296K |
| Worth Asset Management, LLC | 2,461 | $287K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kozak & Associates, Inc. | -189,328 | -29.0% | 464,639 |
| MML INVESTORS SERVICES, LLC | -59,189 | -61.2% | 37,530 |
| TWO SIGMA INVESTMENTS, LP | -50,400 | -51.4% | 47,600 |
| ROYAL BANK OF CANADA | -36,526 | -89.3% | 4,398 |
| TRUIST FINANCIAL CORP | -26,669 | -68.4% | 12,316 |
| Oakwell Private Wealth Management, | -17,171 | -32.7% | 35,363 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -13,153 | -55.9% | 10,368 |
| JPMORGAN CHASE & CO | -11,617 | -13.5% | 74,165 |
| OSAIC HOLDINGS, INC. | -10,148 | -40.2% | 15,090 |
| ASSETMARK, INC | -3,238 | -63.0% | 1,898 |
| Integrated Wealth Concepts LLC | -1,444 | -2.2% | 65,533 |
| JONES FINANCIAL COMPANIES LLLP | -1,229 | -7.2% | 15,946 |
| Cambridge Investment Research Advis | -992 | -4.3% | 21,982 |
| Kestra Advisory Services, LLC | -946 | -26.9% | 2,574 |
| UBS Group AG | -828 | -14.5% | 4,873 |
| PATRIOT INVESTMENT MANAGEMENT GROUP | -746 | -6.4% | 10,970 |
| Shira Ridge Wealth Management | -733 | -4.3% | 16,228 |
| Saxony Capital Management, LLC | -672 | -24.2% | 2,102 |
| MONEY CONCEPTS CAPITAL CORP | -442 | -18.4% | 1,962 |
| Richardson Capital Management LLC | -394 | -40.7% | 575 |