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Ishares U.S. Tech Independen (IETC)

CUSIP: 46431W648 | NYSE | 225 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Kozak & Associates, Inc.446,906
8.9% of portfolio›$49.3M
Gradient Investments LLC223,515
0.4% of portfolio›$25.5M
Hoese & Co LLP77,940
5.9% of portfolio›$8.9M
Sutton Place Investors LLC28,347
1.5% of portfolio›$3.2M
Cambridge Investment Research Advisors, Inc.24,172
0.0% of portfolio›$2.8K
Artesa Financial Group, LLC19,278
1.8% of portfolio›$2.2M
Sigma Planning Corp16,282
0.0% of portfolio›$1.9M
Shira Ridge Wealth Management15,460
0.6% of portfolio›$1.8M
HB Wealth Management, LLC12,308
0.0% of portfolio›$1.4M
Patriot Investment Management Group, Inc.11,275
0.1% of portfolio›$1.3M
Truist Financial Corp10,474
0.0% of portfolio›$1.2M
Financial Perspectives, Inc10,452
0.3% of portfolio›$1.2M
Ironwood Financial, llc10,213
0.2% of portfolio›$1.2M
KCM Investment Advisors LLC9,636
0.0% of portfolio›$1.1M
Commonwealth Equity Services, LLC9,541
0.0% of portfolio›$1.1M
Archer Investment Management, LLC7,699
0.3% of portfolio›$878.8K
Bay Harbor Wealth Management, LLC5,860
0.2% of portfolio›$668.9K
Creative Planning5,156
0.0% of portfolio›$588.6K
Paladin Wealth, LLC5,104
0.3% of portfolio›$582.7K
Kestra Advisory Services, LLC3,895
0.0% of portfolio›$444.7K
TFB Advisors LLC3,867
0.2% of portfolio›$441.4K
Cornerstone Wealth Management, LLC3,452
0.0% of portfolio›$394.0K
Comprehensive Financial Planning, Inc.3,199
0.2% of portfolio›$365.2K
Parsons Capital Management Inc2,553
0.0% of portfolio›$291.5K
Vise Technologies, Inc.2,268
0.0% of portfolio›$258.9K
Money Concepts Capital Corp2,238
0.0% of portfolio›$255.5K
Soundwatch Capital LLC2,199
0.0% of portfolio›$256.2K
Root Financial Partners, LLC2,118
0.0% of portfolio›$241.7K
Oppenheimer & Co Inc2,010
0.0% of portfolio›$229.4K
Assetmark, Inc2,008
0.0% of portfolio›$229.2K
Guardian Asset Advisors, LLC1,957
0.1% of portfolio›$223.6K
Flagship Capital Management Inc.1,860
0.1% of portfolio›$212.3K
Darden Wealth Group Inc1,800
0.1% of portfolio›$205.5K
Allworth Financial LP1,404
0.0% of portfolio›$150.7K
IFP Advisors, Inc1,074
0.0% of portfolio›$122.6K
Manchester Capital Management LLC945
0.0% of portfolio›$107.9K
Richardson Capital Management LLC524
0.0% of portfolio›$59.8K
Montag A & Associates Inc459
0.0% of portfolio›$52.4K
Farther Finance Advisors, LLC436
0.0% of portfolio›$49.7K
Latitude Advisors, LLC432
0.0% of portfolio›$49.3K
TD Waterhouse Canada Inc.238
0.0% of portfolio›$27.5K
Kingdom Financial Group Llc.222
0.0% of portfolio›$25.4K
Tsfg, LLC101
0.0% of portfolio›$11
Concord Wealth Partners100
0.0% of portfolio›$11.5K
Central Pacific Bank - Trust Division99
0.0% of portfolio›$11.3K
PNC Financial Services Group, Inc.82
0.0% of portfolio›$9.4K
Compass Financial Management LLC68
0.0% of portfolio›$7.8K
US Bancorp \de\42
0.0% of portfolio›$4.8K
Spire Wealth Management20
0.0% of portfolio›$2.3K
Signature Equity Partners, LLC13
0.0% of portfolio›$1.5K
Rossby Financial, LCC8
0.0% of portfolio›$913
Citigroup Inc1
0.0% of portfolio›$114
Elevation Wealth Partners, LLC1
0.0% of portfolio›$115
Lloyd Advisory Services, Llc.0
0.0% of portfolio›$47
StyleTurnoverLocationFiled
Kozak & Associates, Inc.
446,906$49.3M8.9%ETFLowHighlands Ranch, CO2026-10-29
Gradient Investments LLC
223,515$25.5M0.4%CoreMediumArden Hills, MN2026-10-08
Hoese & Co LLP
77,940$8.9M5.9%ETFLowGlencoe, MN2026-10-21
Sutton Place Investors LLC
28,347$3.2M1.5%ETFLowArmonk, NY2026-10-20
Cambridge Investment Research Advisors, Inc.
24,172$2.8K0.0%ETFLowFairfield, IA2026-11-02
Artesa Financial Group, LLC
19,278$2.2M1.8%ETFLowConroe, TX2026-10-29
Sigma Planning Corp
16,282$1.9M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Shira Ridge Wealth Management
15,460$1.8M0.6%ETFLowLarkspur, CA2026-10-09
HB Wealth Management, LLC
12,308$1.4M0.0%IndexVery LowAtlanta, GA2026-10-23
Patriot Investment Management Group, Inc.
11,275$1.3M0.1%ETFVery LowKnoxville, TN2026-10-15
Truist Financial Corp
10,474$1.2M0.0%CoreLowCharlotte, NC2026-10-30
Financial Perspectives, Inc
10,452$1.2M0.3%GrowthVery LowMinneapolis, MN2026-11-03
Ironwood Financial, llc
10,213$1.2M0.2%ETFLowTucson, AZ2026-10-20
KCM Investment Advisors LLC
9,636$1.1M0.0%CoreVery LowGreenbrae, CA2026-10-27
Commonwealth Equity Services, LLC
9,541$1.1M0.0%ETFLowWaltham, MA2026-11-02
Archer Investment Management, LLC
7,699$878.8K0.3%ETFHighAustin, TX2026-10-13
Bay Harbor Wealth Management, LLC
5,860$668.9K0.2%ETFMediumHunt Valley, MD2026-11-03
Creative Planning
5,156$588.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Paladin Wealth, LLC
5,104$582.7K0.3%CoreLowArden Hills, MN2026-10-23
Kestra Advisory Services, LLC
3,895$444.7K0.0%CoreLowAustin, TX2026-11-02
TFB Advisors LLC
3,867$441.4K0.2%ETFLowOverland Park, KS2026-11-02
Cornerstone Wealth Management, LLC
3,452$394.0K0.0%ETFVery LowSt. Peters, MO2026-11-04
Comprehensive Financial Planning, Inc.
3,199$365.2K0.2%Agg GrowthLowEast Petersburg, PA2026-10-27
Parsons Capital Management Inc
2,553$291.5K0.0%CoreLowProvidence, RI2026-10-28
Vise Technologies, Inc.
2,268$258.9K0.0%IndexLowNew York, NY2026-10-29
Money Concepts Capital Corp
2,238$255.5K0.0%ETFMediumPalm Beach Gardens, FL2026-11-06
Soundwatch Capital LLC
2,199$256.2K0.0%ETFVery LowDallas, TX2026-11-04
Root Financial Partners, LLC
2,118$241.7K0.0%ETFMediumEncinitas, CA2026-10-21
Oppenheimer & Co Inc
2,010$229.4K0.0%CoreLowNew York, NY2026-10-26
Assetmark, Inc
2,008$229.2K0.0%ETFLowConcord, CA2026-10-21
Guardian Asset Advisors, LLC
1,957$223.6K0.1%GrowthMediumMechanicsburg, PA2026-10-16
Flagship Capital Management Inc.
1,860$212.3K0.1%CoreVery LowMedia, PA2026-10-20
Darden Wealth Group Inc
1,800$205.5K0.1%MomentumLowAnn Arbor, MI2026-11-06
Allworth Financial LP
1,404$150.7K0.0%IndexLowFolsom, CA2026-11-06
IFP Advisors, Inc
1,074$122.6K0.0%GrowthLowTampa, FL2026-10-16
Manchester Capital Management LLC
945$107.9K0.0%CoreLowManchester, VT2026-10-22
Richardson Capital Management LLC
524$59.8K0.0%ETFLowMenomonee Falls, WI2026-10-23
Montag A & Associates Inc
459$52.4K0.0%CoreLowAtlanta, GA2026-10-29
Farther Finance Advisors, LLC
436$49.7K0.0%IndexLowSan Francisco, CA2026-10-08
Latitude Advisors, LLC
432$49.3K0.0%ETFLowYorkville, IL2026-10-27
TD Waterhouse Canada Inc.
238$27.5K0.0%CoreLowToronto, Australia2026-10-16
Kingdom Financial Group Llc.
222$25.4K0.0%ETFMediumPeoria, AZ2026-11-04
Tsfg, LLC
101$110.0%ETFLowLake Forest, IL2026-10-23
Concord Wealth Partners
100$11.5K0.0%GrowthLowAbingdon, VA2026-11-02
Central Pacific Bank - Trust Division
99$11.3K0.0%CoreMediumHonolulu, HI2026-10-06
PNC Financial Services Group, Inc.
82$9.4K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Compass Financial Management LLC
68$7.8K0.0%CoreN/ATampa, FL2026-10-30
US Bancorp \de\
42$4.8K0.0%IndexLowMinneapolis, MN2026-11-05
Spire Wealth Management
20$2.3K0.0%GrowthMediumMclean, VA2026-10-30
Signature Equity Partners, LLC
13$1.5K0.0%GrowthMediumColumbus, OH2026-10-29
Rossby Financial, LCC
8$9130.0%ETFMediumMelbourne, FL2026-11-05
Citigroup Inc
1$1140.0%CoreMediumNew York, NY2026-11-04
Elevation Wealth Partners, LLC
1$1150.0%ETFLowWalnut Creek, CA2026-10-07
Lloyd Advisory Services, Llc.
0$470.0%ETFVery HighSuwanee, GA2026-11-02