Security record
IYW
iShares U.S. Technology ETF · Financial Services · Asset Management
86Tracked holders
+6Δ holders
31.34MShares held
$7.88BReported value
+10New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +7.5% ·
share flow +3.7% ·
net new positions +7.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 86 | +6 | 31.34M | $7.88B | +10 | −4 |
| Q1 2026 | 81 | 0 | 30.29M | $5.48B | +6 | −6 |
| Q4 2025 | 79 | 0 | 36.26M | $7.24B | — | — |
| 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 | — | 393.94K | $59.29M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.97M | -1.3% | $1.25B | 0.1% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 3.43M | +0.7% | $866.22M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 3.04M | -0.1% | $765.73M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 4 | UBS Group AG | 1.73M | -1.7% | $435.85M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 1.48M | -1.6% | $374.01M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 6 | Raymond James Financial Inc | 1.44M | -2.3% | $362.09M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 1.35M | +2.4% | $341.17M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 1.34M | -8.4% | $329.37M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 9 | Schroder Investment Management Group | 1.26M | +1513.7% | $310.59M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 922.42K | +3.3% | $232.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 11 | Manufacturers Life Insurance… | 795.22K | New | $200.58M | 0.2% | New | 1 | SEC ↗ |
| 12 | Hsbc Holdings Plc | 794.13K | -18.8% | $200.30M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | FIL Ltd | 787.55K | +32.5% | $198.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 669.45K | -0.1% | $168.86M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 638.24K | +6.6% | $161.02M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | Ameriprise Financial Inc | 593.21K | -2.9% | $149.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 17 | Cetera Investment Advisers | 463.00K | -9.1% | $116.78M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Captrust Financial Advisors | 394.97K | +30.5% | $99.62M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 389.50K | +17.7% | $98.24M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 20 | Pnc Financial Services Group, Inc. | 372.36K | +1.6% | $93.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 21 | HighTower Advisors, LLC | 334.26K | -4.6% | $84.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Focus Partners Wealth | 328.69K | +1.4% | $82.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 293.42K | +2.2% | $74.01M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 24 | Mml Investors Services, Llc | 288.27K | +31.2% | $72.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 300.56K | +10.5% | $72.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Two Sigma Investments ✦ | 282.30K | -69.3% | $71.20M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 259.00K | -35.0% | $65.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Stifel Financial Corp | 233.71K | -5.2% | $58.95M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 29 | BlackRock ✦ (passive) | 224.12K | -11.3% | $56.53M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 30 | Assetmark, Inc | 160.43K | +7.2% | $40.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Creative Planning | 152.26K | -0.2% | $38.41M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Mariner, LLC | 102.61K | -24.2% | $25.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 33 | Fidelity (FMR) ✦ | 97.56K | +13.3% | $24.61M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 34 | Cerity Partners LLC | 97.54K | +13.6% | $24.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 35 | Corient Private Wealth LP | 96.29K | +5.4% | $24.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 92.98K | +1.0% | $23.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 90.78K | -0.7% | $22.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 38 | Truist Financial Corp | 78.43K | -0.7% | $19.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 39 | National Bank Of Canada /Fi/ | 70.29K | -0.6% | $17.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | Mercer Global Advisors Inc /Adv | 64.06K | +36.4% | $16.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Citigroup Inc | 59.55K | +0.9% | $15.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Principal Financial Group Inc | 57.38K | 0.0% | $14.47M | 0.0% | Held | 3 | SEC ↗ |
| 43 | CIBC Bancorp USA Inc. | 54.69K | -12.6% | $13.82M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | Bank of New York Mellon Corp | 52.84K | +11.2% | $13.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 45 | Belvedere Trading LLC | 52.41K | +381.8% | $13.22M | 1.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Quantinno Capital Management LP | 51.86K | -1.2% | $13.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Lido Advisors, LLC | 51.50K | -9.5% | $12.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Northern Trust Corp | 40.12K | +12.7% | $10.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 39.37K | +2.3% | $9.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 50 | Fifth Third Bancorp | 33.34K | -2.1% | $8.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | 1832 Asset Management L.P. | 29.90K | +12.2% | $7.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Blair William & Co/Il | 29.71K | +1.1% | $7.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 28.64K | +58.8% | $7.23M | 0.0% | ▲ Add | 9 | SEC ↗ ×3 |
| 54 | Us Bancorp \De\ | 28.09K | +2.2% | $7.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 55 | Brown Advisory Inc | 27.80K | +3.2% | $7.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 56 | Kayne Anderson Rudnick Investment… | 27.39K | +65.7% | $6.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Cibc World Market Inc. | 20.38K | +0.6% | $5.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | First Manhattan Co. Llc. | 15.90K | -0.1% | $4.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Gotham Asset Management ✦ | 15.77K | -1.0% | $3.98M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 12.62K | -8.5% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Nuveen, LLC | 12.16K | New | $3.07M | 0.0% | New | 1 | SEC ↗ |
| 62 | Amundi | 11.91K | -31.3% | $3.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Hrt Financial Lp | 8.61K | New | $2.17M | 0.0% | New | 1 | SEC ↗ |
| 64 | TD Waterhouse Canada Inc. | 8.62K | +24.1% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Franklin Resources Inc | 8.33K | 0.0% | $2.10M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 66 | Sei Investments Co | 6.16K | +66.1% | $1.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Russell Investments Group, Ltd. | 5.28K | +11.3% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Qube Research & Technologies Ltd | 5.09K | +22.2% | $1.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Bnp Paribas Financial Markets | 4.71K | -88.3% | $1.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Tudor Investment Corp Et Al | 4.49K | New | $1.13M | 0.0% | New | 1 | SEC ↗ |
| 71 | Financial Engines Advisors L.L.C. | 4.33K | +0.4% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Neuberger Berman Group LLC | 4.17K | +36.1% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 73 | Invesco Ltd. | 4.00K | -44.2% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Susquehanna International Group, Llp | 3.48K | -82.9% | $878,517 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Empower Advisory Group, LLC | 2.72K | -37.3% | $687,075 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Fisher Asset Management ✦ | 2.50K | -26.2% | $630,961 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 77 | D. E. Shaw & Co. ✦ | 2.23K | New | $562,977 | 0.0% | New | 1 | SEC ↗ |
| 78 | Balyasny Asset Management L.P. | 1.56K | New | $393,479 | 0.0% | New | 1 | SEC ↗ |
| 79 | Alliancebernstein L.P. | 1.71K | -16.6% | $310,772 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | First Trust Advisors Lp | 1.11K | New | $279,638 | 0.0% | New | 1 | SEC ↗ |
| 81 | Simplex Trading, Llc | 800 | -67.2% | $201,784 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Allspring Global Investments… | 660 | New | $161,080 | 0.0% | New | 1 | SEC ↗ |
| 83 | Deutsche Bank Ag\ | 572 | 0.0% | $144,276 | 0.0% | Held | 3 | SEC ↗ |
| 84 | Bank Julius Baer & Co. Ltd, Zurich | 136 | New | $33,485 | 0.0% | New | 1 | SEC ↗ |
| 85 | Barclays Plc | 5 | -99.3% | $1,261 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Aristotle Capital Management, LLC | 2 | New | $448 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Manufacturers Life Insurance… | $200.58M | 0.2% |
| Nuveen, LLC | $3.07M | 0.0% |
| Hrt Financial Lp | $2.17M | 0.0% |
| Tudor Investment Corp Et Al | $1.13M | 0.0% |
| D. E. Shaw & Co. | $562,977 | 0.0% |
| Balyasny Asset Management L.P. | $393,479 | 0.0% |
| First Trust Advisors Lp | $279,638 | 0.0% |
| Allspring Global Investments… | $161,080 | 0.0% |
| Bank Julius Baer & Co. Ltd… | $33,485 | 0.0% |
| Aristotle Capital Management… | $448 | 0.0% |
Exited
| Citadel Advisors | $12.55M | was 0.0% |
| Marshall Wace | $12.34M | was 0.0% |
| IMC-Chicago, LLC | $444,298 | was 0.0% |
| Allianz Asset Management GmbH | $18,142 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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