Security record
IYW
iShares U.S. Technology ETF · Financial Services · Asset Management
87Tracked holders
+7Δ holders
31.34MShares held
$7.88BReported value
+10New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +8.8% ·
share flow +3.7% ·
net new positions +8.0%
— 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 | 87 | +7 | 31.34M | $7.88B | +10 | −3 |
| 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 ↗ |
| 2 | Morgan Stanley ✦ | 4.97M | -1.3% | $1.25B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.97M | -1.3% | $1.25B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 4.97M | -1.3% | $1.25B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.97M | -1.3% | $1.25B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.97M | -1.3% | $1.25B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 3.43M | +0.7% | $866.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 3.43M | +0.7% | $866.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 3.43M | +0.7% | $866.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 3.43M | +0.7% | $866.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 3.04M | -0.1% | $765.73M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 1.73M | -1.7% | $435.85M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 1.73M | -1.7% | $435.85M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 14 | UBS Group AG | 1.73M | -1.7% | $435.85M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1.48M | -1.6% | $374.01M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 1.48M | -1.6% | $374.01M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1.48M | -1.6% | $374.01M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1.48M | -1.6% | $374.01M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 1.44M | -2.3% | $362.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 1.44M | -2.3% | $362.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 1.44M | -2.3% | $362.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Envestnet Asset Management Inc | 1.35M | +2.4% | $341.17M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 1.34M | -8.4% | $329.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 1.34M | -8.4% | $329.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 1.34M | -8.4% | $329.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1.34M | -8.4% | $329.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 1.34M | -8.4% | $329.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 1.34M | -8.4% | $329.37M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Schroder Investment Management Group | 1.26M | +1513.7% | $310.59M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 30 | Schroder Investment Management Group | 1.26M | +1513.7% | $310.59M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 31 | Schroder Investment Management Group | 1.26M | +1513.7% | $310.59M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 922.42K | +3.3% | $232.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 922.42K | +3.3% | $232.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 922.42K | +3.3% | $232.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Royal Bank Of Canada | 922.42K | +3.3% | $232.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 922.42K | +3.3% | $232.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 922.42K | +3.3% | $232.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 922.42K | +3.3% | $232.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 922.42K | +3.3% | $232.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Manufacturers Life Insurance… | 795.22K | New | $200.58M | 0.2% | New | 1 | SEC ↗ |
| 41 | Hsbc Holdings Plc | 794.13K | -18.8% | $200.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 42 | Hsbc Holdings Plc | 794.13K | -18.8% | $200.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 43 | Hsbc Holdings Plc | 794.13K | -18.8% | $200.30M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 44 | FIL Ltd | 787.55K | +32.5% | $198.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Commonwealth Equity Services, Llc | 669.45K | -0.1% | $168.86M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 638.24K | +6.6% | $161.02M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 638.24K | +6.6% | $161.02M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 638.24K | +6.6% | $161.02M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 49 | Osaic Holdings, Inc. | 638.24K | +6.6% | $161.02M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 593.21K | -2.9% | $149.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Ameriprise Financial Inc | 593.21K | -2.9% | $149.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Ameriprise Financial Inc | 593.21K | -2.9% | $149.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 593.21K | -2.9% | $149.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Cetera Investment Advisers | 463.00K | -9.1% | $116.78M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 55 | Captrust Financial Advisors | 394.97K | +30.5% | $99.62M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 389.50K | +17.7% | $98.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 57 | Goldman Sachs Group ✦ | 389.50K | +17.7% | $98.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 58 | Goldman Sachs Group ✦ | 389.50K | +17.7% | $98.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 372.36K | +1.6% | $93.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 372.36K | +1.6% | $93.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 372.36K | +1.6% | $93.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 372.36K | +1.6% | $93.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 372.36K | +1.6% | $93.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | HighTower Advisors, LLC | 334.26K | -4.6% | $84.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 65 | Focus Partners Wealth | 328.69K | +1.4% | $82.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 66 | Rockefeller Capital Management L.P. | 293.42K | +2.2% | $74.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 67 | Rockefeller Capital Management L.P. | 293.42K | +2.2% | $74.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | Rockefeller Capital Management L.P. | 293.42K | +2.2% | $74.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | Rockefeller Capital Management L.P. | 293.42K | +2.2% | $74.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Rockefeller Capital Management L.P. | 293.42K | +2.2% | $74.01M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | Mml Investors Services, Llc | 288.27K | +31.2% | $72.71M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 72 | Jones Financial Companies Lllp | 300.56K | +10.5% | $72.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Jones Financial Companies Lllp | 300.56K | +10.5% | $72.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Two Sigma Investments ✦ | 282.30K | -69.3% | $71.20M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 75 | Northwestern Mutual Wealth… | 259.00K | -35.0% | $65.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Stifel Financial Corp | 233.71K | -5.2% | $58.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Stifel Financial Corp | 233.71K | -5.2% | $58.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Stifel Financial Corp | 233.71K | -5.2% | $58.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | BlackRock ✦ (passive) | 224.12K | -11.3% | $56.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 80 | BlackRock ✦ (passive) | 224.12K | -11.3% | $56.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 81 | BlackRock ✦ (passive) | 224.12K | -11.3% | $56.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 82 | BlackRock ✦ (passive) | 224.12K | -11.3% | $56.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 83 | BlackRock ✦ (passive) | 224.12K | -11.3% | $56.53M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 84 | Assetmark, Inc | 160.43K | +7.2% | $40.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 85 | Creative Planning | 152.26K | -0.2% | $38.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Creative Planning | 152.26K | -0.2% | $38.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Mariner, LLC | 102.61K | -24.2% | $25.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Mariner, LLC | 102.61K | -24.2% | $25.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Mariner, LLC | 102.61K | -24.2% | $25.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 90 | Fidelity (FMR) ✦ | 97.56K | +13.3% | $24.61M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 91 | Fidelity (FMR) ✦ | 97.56K | +13.3% | $24.61M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 92 | Cerity Partners LLC | 97.54K | +13.6% | $24.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Cerity Partners LLC | 97.54K | +13.6% | $24.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Cerity Partners LLC | 97.54K | +13.6% | $24.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Cerity Partners LLC | 97.54K | +13.6% | $24.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Cerity Partners LLC | 97.54K | +13.6% | $24.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Corient Private Wealth LP | 96.29K | +5.4% | $24.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Wealth Enhancement Advisory… | 92.98K | +1.0% | $23.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Bank Of Montreal /Can/ | 90.78K | -0.7% | $22.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 90.78K | -0.7% | $22.90M | 0.0% | ▼ Trim | 3 | 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% |
Exited
| Citadel Advisors | $12.55M | was 0.0% |
| Marshall Wace | $12.34M | was 0.0% |
| IMC-Chicago, LLC | $444,298 | 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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