IYW · iShares U.S. Technology ETF ETF
$253.31
+0.77 (+0.30%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 7
Total Value: $69,456,067
Total Shares: 275,368
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 7 13F filers · Δ vs Mar 31, 2026Top Holder
60.4%
−9.9 pts
Top 5
98.9%
−0.4 pts
Top 10
100.0%
0.0 pts
HHI
4,695
Highly concentrated−520
Quarterly Activity
vs Mar 31, 2026
New
4
Increased
0
Decreased
2
Sold Out
3
Unchanged
1
Holder count:
+1
Institutional value:
+345.8%
Shares held:
+220.7%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Small Advus Financial Partners, LLC | −3,216 | 8,192 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group | −476 | 6,238 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 166,200 | $41,920,626 | |
| Large Corient Private Wealth LLC | 88,630 | $22,355,144 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. | 3,025 | $762,995 | |
| Mid Parkside Financial Bank & Trust | 2,426 | $611,909 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 60,347 | $10,948,152 | |
| Mid Dakota Wealth Management | 5,075 | $920,706 | |
| Small Reflection Asset Management | 1,676 | $304,059 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IYW | $22,355,144 | 32.19% | 88,630 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IYW | $21,439,550 | 30.87% | 85,000 | Put | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IYW | $20,481,076 | 29.49% | 81,200 | Call | 2026-09-02 | |
| Small Advus Financial Partners, LLC IYW | $2,066,268 | 2.97% | 8,192 | Shares | 2026-08-25 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group IYW | $1,573,410 | 2.27% | 6,238 | Shares | 2026-09-02 | |
| Small TOBIAS FINANCIAL ADVISORS, INC. IYW | $762,995 | 1.10% | 3,025 | Shares | 2026-08-25 | |
| Mid Parkside Financial Bank & Trust Bank IYW | $611,909 | 0.88% | 2,426 | Shares | 2026-09-04 | |
| Small TUCKER ASSET MANAGEMENT LLC IYW | $165,715 | 0.24% | 657 | Shares | 2026-08-27 |