IYW Institutional Ownership
iShares U.S. Technology ETF
1W: +1.1%
1M: -2.8%
3M: +12.7%
YTD: +28.2%
1Y: +26.2%
3Y: +145.4%
5Y: +140.6%
$256.26
+3.38 (+1.34%)
Weekly Expected Move ±3.1%
$235
$242
$250
$258
$265
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — IYW
1,358
Institutional Holders
+38 vs prior quarter
0.0%
Ownership
+0.00pp
13B
Total Invested
183
New Positions
280
Increased
541
Reduced
47
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1446 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 4,965,507 | 1.3B | -63,784 | -1.3% | 60Q | SEC ↗ |
| 2 | PGIM Custom Harvest LLC | 4,549,815 | 1.2B | +4,225 | +0.1% | 15Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 3,434,260 | 880M | +24,909 | +0.7% | 15Q | SEC ↗ |
| 4 | LPL Financial LLC | 3,035,854 | 778M | -4,348 | -0.1% | 54Q | SEC ↗ |
| 5 | UBS Group AG | 1,727,967 | 443M | -29,206 | -1.7% | 47Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 1,482,795 | 380M | -23,337 | -1.5% | 98Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 1,435,567 | 368M | -33,216 | -2.3% | 7Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 1,352,659 | 347M | +31,952 | +2.4% | 70Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 1,337,767 | 343M | -122,414 | -8.4% | 73Q | SEC ↗ |
| 10 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1,261,481 | 323M | +1,183,308 | +1513.7% | 10Q | SEC ↗ |
| 11 | RiverFront Investment Group, LLC | 1,043,122 | 267M | +38,104 | +3.8% | 31Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 922,417 | 236M | +29,856 | +3.3% | 82Q | SEC ↗ |
| 13 | MANUFACTURERS LIFE INSURANCE COMPANY, NEW | 795,221 | 204M | — | +0.0% | 1Q | SEC ↗ |
| 14 | HSBC HOLDINGS PLC | 794,128 | 204M | -183,697 | -18.8% | 69Q | SEC ↗ |
| 15 | FIL Ltd | 787,551 | 202M | +193,370 | +32.5% | 2Q | SEC ↗ |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | 669,449 | 172M | -316 | -0.0% | 35Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 638,240 | 164M | +39,398 | +6.6% | 26Q | SEC ↗ |
| 18 | AMERIPRISE FINANCIAL INC | 593,207 | 152M | -17,983 | -2.9% | 16Q | SEC ↗ |
| 19 | Kestra Advisory Services, LLC | 477,728 | 122M | -17,631 | -3.6% | 24Q | SEC ↗ |
| 20 | Cetera Investment Advisers | 462,996 | 119M | -46,386 | -9.1% | 25Q | SEC ↗ |
| 21 | CAPTRUST FINANCIAL ADVISORS | 394,966 | 101M | +92,260 | +30.5% | 39Q | SEC ↗ |
| 22 | Portfolio Strategies, Inc. | 392,227 | 101M | +935 | +0.2% | 13Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 389,496 | 100M | +58,505 | +17.7% | 15Q | SEC ↗ |
| 24 | PNC Financial Services Group, Inc. | 372,361 | 95M | +5,861 | +1.6% | 15Q | SEC ↗ |
| 25 | HighTower Advisors, LLC | 334,262 | 86M | -16,254 | -4.6% | 61Q | SEC ↗ |
| 26 | Focus Partners Wealth | 328,689 | 84M | +4,414 | +1.4% | 11Q | SEC ↗ |
| 27 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 319,172 | 82M | -272 | -0.1% | 55Q | SEC ↗ |
| 28 | Dynasty Wealth Management, LLC | 300,880 | 77M | -51,876 | -14.7% | 10Q | SEC ↗ |
| 29 | JONES FINANCIAL COMPANIES LLLP | 300,558 | 77M | +28,483 | +10.5% | 11Q | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 293,418 | 75M | +6,458 | +2.3% | 30Q | SEC ↗ |
| 31 | MML INVESTORS SERVICES, LLC | 288,268 | 74M | +68,555 | +31.2% | 37Q | SEC ↗ |
| 32 | TWO SIGMA INVESTMENTS, LP | 282,300 | 72M | -637,824 | -69.3% | 13Q | SEC ↗ |
| 33 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 259,001 | 66M | -139,343 | -35.0% | 46Q | SEC ↗ |
| 34 | Atlas Legacy Advisors, LLC | 246,172 | 63M | +8,047 | +3.4% | 7Q | SEC ↗ |
| 35 | Sanctuary Advisors, LLC | 241,829 | 62M | +10,350 | +4.5% | 9Q | SEC ↗ |
| 36 | STIFEL FINANCIAL CORP | 233,713 | 60M | -12,942 | -5.2% | 49Q | SEC ↗ |
| 37 | BlackRock, Inc. | 224,115 | 57M | -28,687 | -11.3% | 8Q | SEC ↗ |
| 38 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 206,739 | 53M | — | +0.0% | 1Q | SEC ↗ |
| 39 | Parker Investment Management, LLC | 204,468 | 52M | -65 | -0.0% | 14Q | SEC ↗ |
| 40 | Janney Montgomery Scott LLC NEW | 203,626 | 52M | — | +0.0% | 1Q | SEC ↗ |
| 41 | NewEdge Advisors, LLC | 180,228 | 46M | -2,547 | -1.4% | 39Q | SEC ↗ |
| 42 | Howard Capital Management Group, LLC | 176,535 | 45M | -3,723 | -2.1% | 22Q | SEC ↗ |
| 43 | OneDigital Investment Advisors LLC | 173,863 | 45M | -2,925 | -1.7% | 35Q | SEC ↗ |
| 44 | FIRST MERCHANTS CORP | 161,871 | 41M | -3,949 | -2.4% | 28Q | SEC ↗ |
| 45 | ASSETMARK, INC | 160,431 | 41M | +10,744 | +7.2% | 36Q | SEC ↗ |
| 46 | Stratos Wealth Partners, LTD. | 152,728 | 39M | +1,878 | +1.2% | 40Q | SEC ↗ |
| 47 | Creative Planning | 152,265 | 39M | -287 | -0.2% | 59Q | SEC ↗ |
| 48 | COMMERCE BANK | 145,376 | 37M | -689 | -0.5% | 84Q | SEC ↗ |
| 49 | Cambridge Investment Research Advisors | 141,383 | 36M | +6,734 | +5.0% | 70Q | SEC ↗ |
| 50 | Compound Planning, Inc. | 128,742 | 33M | -10,141 | -7.3% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPAN | 795,221 | 204M |
| AXXCESS WEALTH MANAGEMENT, LLC | 206,739 | 53M |
| Janney Montgomery Scott LLC | 203,626 | 52M |
| PARK AVENUE SECURITIES LLC | 98,807 | 25M |
| Camarda Financial Advisors, LLC | 65,684 | 17M |
| J.W. COLE ADVISORS, INC. | 60,936 | 16M |
| Wealth Enhancement Trust Services, | 32,169 | 8M |
| XTX Topco Ltd | 24,569 | 6M |
| USA FINANCIAL FORMULAS | 24,341 | 6M |
| Global Retirement Partners, LLC | 19,322 | 5M |
| FLOW TRADERS U.S. LLC | 17,158 | 4M |
| Arete Wealth Advisors, LLC | 16,036 | 4M |
| Teucrium Investment Advisors, LLC | 15,760 | 4M |
| Stonebridge Financial Group, LLC/CA | 14,238 | 4M |
| Nuveen, LLC | 12,159 | 3M |
| Virtue Capital Management, LLC | 11,808 | 3M |
| Oak Barrel Wealth Advisory LLC | 11,580 | 3M |
| AVALON CAPITAL MANAGEMENT | 10,265 | 3M |
| Diversify Advisory Services, LLC | 10,188 | 3M |
| HRT FINANCIAL LP | 8,606 | 2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PINKERTON WEALTH, LLC | 283,941 | 73M |
| DZ BANK AG Deutsche Zentral Genosse | 111,932 | 29M |
| CITADEL ADVISORS LLC | 69,158 | 18M |
| MARSHALL WACE, LLP | 68,023 | 17M |
| ADVISORTRUST PARTNERS, LLC | 61,218 | 16M |
| RPS ADVISORY SOLUTIONS LLC | 43,288 | 11M |
| FOUNDERS FINANCIAL SECURITIES LLC | 30,995 | 8M |
| ALLSTATE CORP | 20,956 | 5M |
| Secure Asset Management, LLC | 19,129 | 5M |
| Capital Advisory Group Advisory Ser | 17,990 | 5M |
| TRUE Private Wealth Advisors | 17,554 | 4M |
| USA FINANCIAL FORMULAS | 13,126 | 3M |
| M1 Capital Management LLC | 12,676 | 3M |
| S. R. Schill & Associates | 10,956 | 3M |
| RENAISSANCE TECHNOLOGIES LLC | 10,100 | 3M |
| ShoreHaven Wealth Partners, LLC | 8,985 | 2M |
| Detalus Advisors, LLC | 7,346 | 2M |
| Baer Investment Advisory LLC | 6,948 | 2M |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 6,596 | 2M |
| ASHTON THOMAS SECURITIES, LLC | 6,069 | 2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROU | +1,183,308 | +1513.7% | 1,261,481 |
| FIL Ltd | +193,370 | +32.5% | 787,551 |
| CAPTRUST FINANCIAL ADVISORS | +92,260 | +30.5% | 394,966 |
| TritonPoint Partners, LLC | +91,676 | +4211.1% | 93,853 |
| MML INVESTORS SERVICES, LLC | +68,555 | +31.2% | 288,268 |
| Arax Advisory Partners | +58,615 | +247.0% | 82,347 |
| GOLDMAN SACHS GROUP INC | +58,505 | +17.7% | 389,496 |
| GFS Advisors, LLC | +43,745 | +2260.7% | 45,680 |
| Belvedere Trading LLC | +41,533 | +381.8% | 52,411 |
| Three Seasons Wealth, LLC | +41,236 | +2412.9% | 42,945 |
| OSAIC HOLDINGS, INC. | +39,398 | +6.6% | 638,240 |
| RiverFront Investment Group, LLC | +38,104 | +3.8% | 1,043,122 |
| ENVESTNET ASSET MANAGEMENT INC | +31,952 | +2.4% | 1,352,659 |
| Summit Financial Consulting LLC | +30,038 | +1666.0% | 31,841 |
| ROYAL BANK OF CANADA | +29,856 | +3.3% | 922,417 |
| JONES FINANCIAL COMPANIES LLLP | +28,483 | +10.5% | 300,558 |
| INDEPENDENT FINANCIAL GROUP, LLC | +25,033 | +111.4% | 47,508 |
| BANK OF AMERICA CORP /DE | +24,909 | +0.7% | 3,434,260 |
| Cresset Asset Management, LLC | +24,605 | +100.0% | 49,210 |
| IFG Advisory, LLC | +21,174 | +1942.6% | 22,264 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | -637,824 | -69.3% | 282,300 |
| HSBC HOLDINGS PLC | -183,697 | -18.8% | 794,128 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -139,343 | -35.0% | 259,001 |
| JPMORGAN CHASE & CO | -122,414 | -8.4% | 1,337,767 |
| Private Advisor Group, LLC | -83,331 | -47.2% | 93,125 |
| MORGAN STANLEY | -63,784 | -1.3% | 4,965,507 |
| CWM, LLC | -58,026 | -45.4% | 69,802 |
| Dynasty Wealth Management, LLC | -51,876 | -14.7% | 300,880 |
| Jackson Wealth Management, LLC | -51,423 | -95.1% | 2,666 |
| HEMMING& WEALTH MANAGEMENT, INC. | -49,009 | -71.1% | 19,938 |
| Cetera Investment Advisers | -46,386 | -9.1% | 462,996 |
| BNP PARIBAS FINANCIAL MARKETS | -35,730 | -88.4% | 4,710 |
| RAYMOND JAMES FINANCIAL INC | -33,216 | -2.3% | 1,435,567 |
| Mariner, LLC | -32,780 | -24.2% | 102,615 |
| UBS Group AG | -29,206 | -1.7% | 1,727,967 |
| Independent Advisor Alliance | -29,128 | -94.6% | 1,670 |
| BlackRock, Inc. | -28,687 | -11.3% | 224,115 |
| Macro Advisors, Inc. | -26,819 | -25.6% | 77,817 |
| Thrivent Financial for Lutherans | -26,624 | -42.2% | 36,499 |
| PRINCIPAL SECURITIES, INC. | -25,333 | -68.1% | 11,858 |