Security record · archived quarter
IYW
iShares U.S. Technology ETF · Financial Services · Asset Management
79Tracked holders
0Δ holders
36.26MShares held
$7.24BReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.7% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 98.48K | $26.35M | n/a | −1 |
| Q2 2026 | 84 | +6 | 30.99M | $7.80B | +10 | −6 |
| Q1 2026 | 81 | 0 | 30.29M | $5.48B | +6 | −6 |
| Q4 2025 | 79 | 0 | 36.26M | $7.24B | n/a | n/a |
| Q3 2025 | 11 | -1 | 13.20M | $2.59B | +1 | −2 |
| Q2 2025 | 9 | +1 | 1.44M | $249.56M | +3 | −2 |
| Q1 2025 | 6 | +1 | 1.27M | $177.82M | +2 | −1 |
| Q4 2024 | 5 | -1 | 787.59K | $125.64M | +1 | −2 |
| Q3 2024 | 6 | +1 | 653.12K | $99.03M | +2 | −1 |
| Q2 2024 | 5 | n/a | 393.94K | $59.29M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.77M | +3.3% | $1.15B | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 2 | JPMorgan Chase ✦ | 4.03M | -32.8% | $805.37M | 0.1% | ▼ Trim | 2 | SEC ↗ ×10 |
| 3 | LPL Financial LLC | 3.59M | n/a | $717.21M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 3.56M | n/a | $711.38M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 5 | Envestnet Asset Management Inc | 2.02M | n/a | $403.95M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 1.82M | n/a | $363.95M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 7 | Hsbc Holdings Plc | 1.77M | n/a | $354.03M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 8 | Wells Fargo & Company/Mn | 1.55M | n/a | $309.85M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 9 | Raymond James Financial Inc | 1.48M | n/a | $294.63M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 10 | Two Sigma Investments ✦ | 1.04M | +84.4% | $207.31M | 0.3% | ▲ Add | 7 | SEC ↗ |
| 11 | Royal Bank Of Canada | 957.87K | n/a | $191.27M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 12 | Ameriprise Financial Inc | 744.57K | n/a | $148.88M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Commonwealth Equity Services, Llc | 720.72K | n/a | $143.91M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 656.89K | n/a | $131.21M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 15 | Goldman Sachs Group ✦ | 588.28K | -2.8% | $117.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Cetera Investment Advisers | 566.97K | n/a | $113.21M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 394.89K | n/a | $78.85M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 371.68K | n/a | $74.22M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 19 | Mml Investors Services, Llc | 349.62K | n/a | $69.81M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 340.24K | n/a | $67.94M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Stifel Financial Corp | 320.62K | n/a | $64.03M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 22 | Focus Partners Wealth | 312.37K | n/a | $62.37M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Captrust Financial Advisors | 305.71K | n/a | $61.04M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 280.85K | n/a | $56.08M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 254.22K | -4.2% | $50.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 26 | Jones Financial Companies Lllp | 240.07K | n/a | $47.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Corient Private Wealth LP | 187.50K | n/a | $37.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Creative Planning | 159.91K | n/a | $31.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Mariner, LLC | 142.32K | n/a | $28.42M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 30 | Cwm, Llc | 127.83K | n/a | $25.52M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 124.83K | n/a | $24.93M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 119.95K | n/a | $24.27M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | DZ BANK AG Deutsche Zentral… | 111.93K | n/a | $22.35M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank Of Montreal /Can/ | 103.82K | n/a | $20.73M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 35 | Truist Financial Corp | 85.08K | n/a | $16.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Fidelity (FMR) ✦ | 82.28K | +7.6% | $16.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Cerity Partners LLC | 79.48K | n/a | $15.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | National Bank Of Canada /Fi/ | 70.74K | n/a | $14.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Lido Advisors, LLC | 61.36K | n/a | $12.05M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Citigroup Inc | 58.54K | n/a | $11.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Principal Financial Group Inc | 57.38K | n/a | $11.46M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Mercer Global Advisors Inc /Adv | 52.04K | n/a | $10.39M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Manufacturers Life Insurance… | 44.73K | n/a | $8.93M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Baird Financial Group, Inc. | 41.90K | n/a | $8.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Bank of New York Mellon Corp | 41.03K | n/a | $8.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 46 | Northern Trust Corp | 37.67K | n/a | $7.52M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 37.16K | n/a | $7.42M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Us Bancorp \De\ | 35.99K | n/a | $7.19M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 49 | 1832 Asset Management L.P. | 30.61K | n/a | $6.11M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Blair William & Co/Il | 30.30K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 27.45K | n/a | $5.48M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Brown Advisory Inc | 24.56K | n/a | $4.90M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Cibc World Market Inc. | 22.91K | n/a | $4.57M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Kayne Anderson Rudnick Investment… | 20.24K | n/a | $4.04M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Amundi | 18.65K | n/a | $3.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 56 | AQR Capital Management ✦ | 18.33K | +15.0% | $3.66M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 57 | First Manhattan Co. Llc. | 15.92K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Barclays Plc | 15.75K | n/a | $3.14M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Gotham Asset Management ✦ | 15.44K | -3.5% | $3.08M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | Susquehanna International Group, Llp | 14.71K | n/a | $2.94M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | TD Waterhouse Canada Inc. | 11.81K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Renaissance Technologies ✦ | 10.10K | -40.6% | $2.02M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Citadel Advisors ✦ | 9.32K | -81.9% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Franklin Resources Inc | 8.33K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 65 | Empower Advisory Group, LLC | 7.59K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Invesco Ltd. | 7.09K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 4.59K | n/a | $917,621 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | UBS AM, a distinct business unit of… | 4.36K | n/a | $869,806 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Financial Engines Advisors L.L.C. | 4.32K | n/a | $862,817 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Neuberger Berman Group LLC | 3.36K | n/a | $670,126 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Qube Research & Technologies Ltd | 3.16K | n/a | $630,989 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Fifth Third Bancorp | 3.03K | n/a | $605,829 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Fisher Asset Management ✦ | 2.56K | +0.5% | $510,372 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 74 | Tudor Investment Corp Et Al | 2.38K | n/a | $476,237 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Mirae Asset Global Investments Co.… | 1.87K | n/a | $374,001 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Alliancebernstein L.P. | 1.78K | n/a | $355,231 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | First Trust Advisors Lp | 1.11K | n/a | $222,277 | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Deutsche Bank Ag\ | 902 | n/a | $180,111 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Allianz Asset Management GmbH | 200 | n/a | $39,936 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,166 holders, 48.91M shares, $8.82B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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